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Get Institutions for : 
iShares MSCI EAFE Growth ETF (EFG)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 787    10
Total shares held : 
 96,527,176  
% of shares held : 
 9.93%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -149  
Amount of shares held : 
 -21,527,108  
% of shares held change : 
   -2.21%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
42
 1,487,954
 1.54%
 
Increased Positions :
228
 3,059,947
 3.17%
 
Unchanged Positions :
150
 2,043,493
 2.12%
 
Decreased Positions :
367
-24,859,625
-25.75%
 
Closed Positions :
52
-1,215,384
-1.26%
 
Guru Positions :
1
5,090
 0.01%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   OAK HILL INVESTMENT MANAGEMENT, L.P. 37 - 2023-12-31 59,403 $5,753,000 0
   NAVELLIER & ASSOCIATES INC 81 - 2023-12-31 26,633 $2,579,000 0
   Financial Gravity Wealth Inc. 129 - 2023-12-31 286,360 $2,400,000 0
   FARMERS & MERCHANTS TRUST Co OF LONG BEACH 46 - 2024-03-31 17,200 $1,785,000 0
   TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 122 - 2023-12-31 14,059 $1,362,000 0
   PALISADE ASSET MANAGEMENT, LLC 104 - 2023-12-31 13,567 $1,314,000 0
   PRICE T ROWE ASSOCIATES INC /MD/ 1748 - 2023-12-31 12,742 $1,235,000 0
   CONNING ASSET MANAGEMENT CO. 147 - 2024-03-31 11,731 $1,218,000 0
   BTC Capital Management Inc. 125 - 2024-03-31 11,025 $1,144,000 0
   Milestone Investment Advisors LLC 42 - 2023-12-31 11,708 $1,134,000 0
   SBK Financial Inc. 19 - 2022-12-31 13,497 $1,131,000 0
   WASHINGTON TRUST CO 146 - 2024-03-31 10,594 $1,100,000 0
   NORTHERN OAK CAPITAL MANAGEMENT INC 115 - 2023-12-31 10,665 $1,033,000 0
   HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 172 - 2023-12-31 9,867 $956,000 0
   Armstrong Fleming & Moore Inc 37 - 2024-03-31 8,371 $869,000 0
   Chicago Partners Investment Group LLC 353 - 2024-03-31 7,933 $792,000 0
   Noble Family Wealth LLC 44 - 2024-03-31 7,160 $743,000 0
   OXFORD FINANCIAL GROUP LTD 103 - 2023-12-31 7,426 $719,000 0
   Independence Bank of Kentucky 117 - 2024-03-31 6,596 $685,000 0
   Qube Research & Technologies Ltd 1826 - 2023-12-31 6,858 $664,000 0
   Harbour Capital Advisors LLC 150 - 2024-03-31 5,906 $604,000 0
   HAVERFORD TRUST CO 259 - 2023-12-31 5,845 $566,000 0
   TOCQUEVILLE ASSET MANAGEMENT LP 394 - 2023-12-31 5,385 $522,000 0
   BIRCH HILL INVESTMENT ADVISORS LLC 116 - 2023-12-31 5,373 $520,000 0
   ALERUS FINANCIAL NA 112 - 2023-12-31 5,300 $513,000 0
   GABLES CAPITAL MANAGEMENT INC. 70 - 2023-12-31 5,007 $485,000 0
   Colony Family Offices LLC 48 - 2023-12-31 4,828 $468,000 0
   Wolff Financial Management LLC 75 - 2024-03-31 4,168 $433,000 0
   Athena Investment Management 87 - 2023-12-31 4,337 $420,000 0
   Tranquility Partners LLC 137 - 2023-12-31 3,945 $382,000 0
   SCOTIA CAPITAL INC. 628 - 2023-12-31 3,701 $358,000 0
   Aspire Capital Advisors LLC 52 - 2023-12-31 3,590 $348,000 0
   Bristlecone Advisors LLC 218 - 2024-03-31 3,287 $341,000 0
   Northeast Financial Consultants Inc 224 - 2023-12-31 3,463 $335,000 0
   Essex Savings Bank 189 - 2024-03-31 3,265 $316,000 0
   GREEN SQUARE CAPITAL MANAGEMENT LLC 139 - 2023-12-31 3,225 $312,000 0
   MEITAV DASH INVESTMENTS LTD 289 - 2023-12-31 3,115 $302,000 0
   Clarius Group LLC 374 - 2024-03-31 2,505 $260,000 0
   My Personal CFO LLC 87 - 2024-03-31 2,476 $257,000 0
   ERn Financial LLC 160 - 2024-03-31 2,462 $256,000 0
   REGIS MANAGEMENT CO LLC 35 - 2024-03-31 2,465 $256,000 0
   Orin Green Financial LLC 60 - 2023-12-31 2,560 $248,000 0
   First County Bank /CT/ 148 - 2023-12-31 2,504 $243,000 0
   EVERGREEN CAPITAL MANAGEMENT LLC 687 - 2023-12-31 2,491 $241,000 0
   MILLER INVESTMENT MANAGEMENT LP 94 - 2023-12-31 2,470 $239,000 0
   CRA Financial Services LLC 214 - 2024-03-31 2,266 $235,000 0
   Taylor & Morgan Wealth Management LLC 56 - 2024-03-31 2,215 $230,000 0
   Waldron LP 360 - 2023-12-31 2,355 $228,000 0
   Neumann Capital Management LLC 91 - 2023-12-31 2,329 $226,000 0
   FF AdvisorsLLC 78 - 2024-03-31 2,100 $218,000 0
   ARMSTRONG ADVISORY GROUP INC 183 - 2024-03-31 1,967 $191,000 0
   Sage Mountain Advisors LLC 323 - 2024-03-31 1,706 $177,000 0
   Addison Advisors LLC 219 - 2023-12-31 1,503 $146,000 0
   MATRIX PRIVATE CAPITAL GROUP LLC 105 - 2023-12-31 1,460 $141,000 0
   WEBSTER BANK 246 - 2024-03-31 1,295 $134,000 0
   Balentine LLC 500 - 2023-12-31 1,220 $118,000 0
   JFS WEALTH ADVISORS, LLC 284 - 2023-12-31 1,170 $113,000 0
   LOGAN CAPITAL MANAGEMENT INC 323 - 2023-12-31 1,082 $105,000 0
   ANGELES WEALTH MANAGEMENT LLC 213 - 2023-12-31 972 $94,000 0
   Pinnacle Bank 292 - 2024-03-31 883 $92,000 0
   WHITTIER TRUST CO 803 - 2023-12-31 900 $87,000 0
   ADIRONDACK TRUST CO 194 - 2024-03-31 768 $80,000 0
   BALLAST ADVISORS LLC 134 - 2023-12-31 781 $76,000 0
   INDIANA TRUST & INVESTMENT MANAGEMENT CO 250 - 2024-03-31 711 $74,000 0
   Mascoma Wealth Management LLC - 2023-12-31 769 $74,000 0
   TSFG LLC 242 - 2024-03-31 661 $69,000 0
   Atlantic Private Wealth LLC 53 - 2023-12-31 639 $62,000 0
   Cribstone Capital Management LLC 148 - 2022-12-31 717 $60,000 0
   NATIONAL BANK OF CANADA /FI/ 1561 - 2023-12-31 599 $57,000 0
   Allspring Global Investments Holdings LLC 1923 - 2024-03-31 530 $55,000 0
   HighMark Wealth Management LLC - 2023-12-31 542 $53,000 0
   Coston McIsaac & Partners 206 - 2024-03-31 480 $49,000 0
   ROGCO LP 139 - 2023-12-31 496 $48,000 0
   SANDY SPRING BANK - 2023-12-31 495 $48,000 0
   OPTIMUM INVESTMENT ADVISORS 376 - 2024-03-31 447 $46,000 0
   Bradley & Co. Private Wealth Management LLC 66 - 2023-12-31 422 $41,000 0
   CVA Family Office LLC 530 - 2024-03-31 371 $39,000 0
   Colonial Trust Co / SC 568 - 2023-12-31 332 $32,000 0
   BALDWIN BROTHERS INC/MA 439 - 2024-03-31 290 $30,000 0
   ENDURANCE WEALTH MANAGEMENT, INC. 392 - 2023-06-30 305 $29,000 0
   AlphaCore Capital LLC 295 - 2023-12-31 292 $28,000 0
   WETZEL INVESTMENT ADVISORS INC. 331 - 2024-03-31 260 $25,000 0
   Ambassador Advisors LLC 213 - 2023-12-31 238 $23,000 0
   GUARDIAN WEALTH ADVISORS LLC / NC 351 - 2023-12-31 210 $20,000 0
   PIN OAK INVESTMENT ADVISORS INC 270 - 2023-12-31 200 $19,000 0
   CHILTON CAPITAL MANAGEMENT LLC 435 - 2023-12-31 186 $18,000 0
   Asset Dedication LLC 610 - 2024-03-31 166 $17,000 0
   EPG Wealth Management LLC 355 - 2023-12-31 162 $16,000 0
   APCM Wealth Management for Individuals 96 - 2024-03-31 145 $15,000 0
   Clear Perspectives Financial Planning LLC 128 - 2023-03-31 150 $14,000 0
   SALEM INVESTMENT COUNSELORS INC 770 - 2024-03-31 132 $14,000 0
   PFG Private Wealth Management LLC 122 - 2024-03-31 123 $13,000 0
   MORRIS FINANCIAL CONCEPTS INC. 135 - 2024-03-31 125 $13,000 0
   Center for Financial Planning Inc. 397 - 2024-03-31 110 $11,000 0
   Element Wealth LLC 211 - 2023-12-31 117 $11,000 0
   Tortoise Investment Management LLC 573 - 2023-12-31 100 $10,000 0
   Nalls Sherbakoff Group LLC 274 - 2023-12-31 100 $10,000 0
   CoreFirst Bank & Trust 310 - 2023-12-31 89 $9,000 0
   WFA of San Diego LLC 287 - 2023-09-30 110 $9,000 0
   TANAKA CAPITAL MANAGEMENT INC 43 - 2023-12-31 81 $8,000 0
  100 Records found
  1    
  Page 1 of 1
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