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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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   ENVESTNET ASSET MANAGEMENT INC 24 - 2023-12-31 16,052,758 $1,554,710,000 -7,256,569
   J P MORGAN CHASE & CO 368 - 2023-12-31 4,412,339 $427,335,000 -670,500
   LPL FINANCIAL CORP 89 - 2023-12-31 4,174,062 $404,258,000 -1,635,306
   BANK OF AMERICA CORP /DE/ 379 - 2023-12-31 3,889,985 $376,745,000 -392,646
   MORGAN STANLEY 534 - 2023-12-31 3,670,887 $355,526,000 -784,073
   Envestnet Portfolio Solutions Inc. 24 - 2023-12-31 2,155,802 $208,789,000 -1,013,297
   BLACKROCK INC. 1685 - 2023-12-31 1,891,301 $183,172,000 -1,527,951
   Advisor Group Holdings Inc. 77 - 2023-12-31 1,574,975 $152,672,000 -1,722,235
   US BANCORP 90 - 2023-12-31 1,527,570 $147,945,000 -85,463
   WELLS FARGO & CO/MN 364 - 2023-12-31 1,333,622 $129,161,000 -117,122
   FMR LLC 975 - 2023-12-31 1,118,348 $108,312,000 -23,958
   MML INVESTORS SERVICES LLC 30 - 2023-12-31 1,112,588 $107,754,000 -550,629
   AE Wealth Management LLC 30 - 2023-12-31 988,589 $96,081,000 -48,166
   AMERIPRISE FINANCIAL INC 534 - 2023-12-31 985,718 $95,452,000 -341,018
   M&T BANK CORP 68 - 2023-12-31 968,747 $93,823,000 -39,293
   UBS Group AG 455 - 2023-12-31 917,555 $88,865,000 -40,020
   JANNEY MONTGOMERY SCOTT LLC 63 - 2023-12-31 895,622 $86,741,000 -429,041
   Resources Investment Advisors Inc. 15 - 2023-12-31 627,695 $60,792,000 -95,298
   COMMONWEALTH EQUITY SERVICES LLC. 179 - 2023-12-31 618,013 $59,855,000 -164,998
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 156 - 2023-12-31 562,475 $54,476,000 -1,147
   Beacon Pointe Advisors LLC 35 - 2023-12-31 517,548 $50,125,000 -201,387
   Cetera Investment Advisers 37 - 2023-12-31 509,632 $49,358,000 -228,731
   JB Capital LLC - 2023-12-31 441,566 $42,766,000 -215,435
   Foundations Investment Advisors LLC 21 - 2023-12-31 406,889 $40,083,000 -92,656
   THRIVENT FINANCIAL FOR LUTHERANS 293 - 2023-12-31 392,146 $37,979,000 -117,031
   WEALTHSOURCE PARTNERS LLC 6 - 2023-12-31 391,479 $37,915,000 -141,143
   JANE STREET GROUP LLC 323 - 2023-12-31 389,204 $37,694,000 -429,088
   Financial Advisory Service Inc. - 2023-12-31 376,604 $36,474,000 -11,041
   Quent Capital LLC 2 - 2023-12-31 373,946 $36,217,000 -6,338
   RAYMOND JAMES & ASSOCIATES 518 - 2024-03-31 344,683 $35,775,000 -31,904
   HTLF Bank 5 - 2024-03-31 344,045 $35,708,000 -7,689
   STIFEL FINANCIAL CORP 357 - 2023-12-31 362,463 $35,105,000 -83,273
   Goss Wealth Management LLC 78 - 2023-12-31 336,280 $32,446,000 -114,769
   GOLDMAN SACHS GROUP INC/ 1236 - 2023-12-31 330,104 $31,971,000 -58,473
   BB&T CORP 306 - 2023-12-31 324,646 $31,442,000 -60,894
   FINANCIAL NETWORK 121 - 2023-12-31 323,895 $31,369,000 -83,424
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 217 - 2023-09-30 352,482 $30,419,000 -63,963
   CI Private Wealth LLC 311 - 2023-12-31 309,492 $29,974,000 -6,379
   H D Vest Advisory Services 41 - 2023-12-31 308,339 $29,863,000 -17,064
   MCMORGAN & CO LLC 6 - 2023-12-31 296,666 $28,732,000 -115,265
   NBT BANK N A /NY 7 - 2024-03-31 251,324 $26,085,000 -1,484
   COUNTRY CLUB BANK /GFN 9 - 2024-03-31 250,452 $25,994,000 -4,484
   Icon Wealth Partners LLC 5 - 2023-09-30 294,346 $25,402,000 -44,032
   Integrated Wealth Concepts LLC 46 - 2023-12-31 251,652 $24,372,000 -264,283
   Atria Wealth Solutions Inc. 67 - 2023-12-31 240,772 $23,319,000 -99,806
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 233 - 2024-03-31 211,232 $21,924,000 -16,954
   MA Private Wealth - 2023-12-31 220,532 $21,359,000 -49,519
   Cardinal Strategic Wealth Guidance 5 - 2024-03-31 197,335 $20,481,000 -805
   BANK OF MONTREAL /CAN/ 686 - 2023-12-31 201,711 $19,616,000 -6,683
   ATRIA INVESTMENTS LLC 66 - 2023-12-31 198,740 $19,248,000 -104,010
   PRUDENTIAL FINANCIAL INC 458 - 2023-12-31 192,933 $18,686,000 -84,564
   NATIONAL ASSET MANAGEMENT, INC. 35 - 2023-12-31 178,518 $17,289,000 -117,533
   MERCER GLOBAL ADVISORS INC /ADV 211 - 2023-12-31 178,494 $17,287,000 -6,585
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 362 - 2024-03-31 155,313 $16,120,000 -4,348
   Checchi Capital Advisers LLC 20 - 2024-03-31 142,416 $14,781,000 -1,333
   Ronald Blue Trust Inc. 36 - 2023-12-31 168,101 $14,507,000 -66,560
   MULTIFINANCIAL SECURITIES CORP 114 - 2023-12-31 142,238 $13,776,000 -63,350
   Wakefield Asset Management LLLP - 2023-12-31 141,030 $13,659,000 -734
   Orion Portfolio Solutions LLC 134 - 2023-12-31 140,783 $13,432,000 -12,078
   Strategic Blueprint LLC 18 - 2024-03-31 126,985 $13,180,000 -3,270
   STALEY CAPITAL ADVISERS INC 36 - 2023-12-31 135,983 $13,170,000 -3,414
   Invst LLC 15 - 2023-12-31 132,003 $12,947,000 -14,932
   BLAIR WILLIAM & CO/IL 275 - 2023-12-31 133,043 $12,885,000 -21,015
   ADVOCACY WEALTH MANAGEMENT SERVICES, LLC 20 - 2024-03-31 123,548 $12,823,000 -92,133
   High Falls Advisors Inc 6 - 2023-12-31 127,126 $12,312,000 -64,263
   Bedel Financial Consulting Inc. 7 - 2023-12-31 124,677 $12,075,000 -366
   Mill Creek Capital Advisors LLC 30 - 2023-12-31 121,060 $11,725,000 -1,648
   MONETA GROUP INVESTMENT ADVISORS INC 66 - 2023-12-31 120,902 $11,709,000 -763
   One Wealth Advisors LLC 14 - 2024-03-31 111,027 $11,524,000 -18,662
   Change Path LLC 33 - 2023-12-31 114,277 $11,068,000 -90,212
   West Wealth Group LLC 5 - 2023-12-31 110,971 $10,748,000 -70,751
   Pettinga Financial Advisors LLC 10 - 2024-03-31 102,831 $10,673,000 -9,853
   Lineweaver Wealth Advisors LLC 8 - 2023-12-31 109,665 $10,625,000 -39,944
   Keebeck Wealth Management LLC 10 - 2023-12-31 109,415 $10,597,000 -13,063
   RFG Advisory Group LLC 44 - 2024-03-31 99,186 $10,295,000 -451
   Merit Financial Group LLC 47 - 2023-12-31 101,811 $9,860,000 -48,919
   FINANCIAL LIFE ADVISORS 9 - 2024-03-31 91,244 $9,470,000 -4,559
   Gratus Capital LLC 63 - 2023-12-31 97,555 $9,448,000 -5,163
   MONTICELLO WEALTH MANAGEMENT LLC 20 - 2024-03-31 89,749 $9,315,000 -19,744
   AMERIVEST INVESTMENT MANAGEMENT LLC 71 - 2023-06-30 96,739 $9,230,000 -18,465
   Farther Finance Advisors LLC 23 - 2023-12-31 94,869 $9,188,000 -5,025
   Cranbrook Wealth Management LLC 10 - 2024-03-31 87,305 $9,061,000 -2,304
   Key Financial Inc 8 - 2023-12-31 93,151 $9,022,000 -4,266
   ONE Advisory Partners LLC 6 - 2024-03-31 81,505 $8,459,000 -6,022
   JOHNSON FINANCIAL GROUP, INC. 29 - 2023-12-31 87,287 $8,454,000 -8,471
   Steward Partners Investment Advisory LLC 191 - 2023-12-31 86,956 $8,422,000 -32,341
   Stone House Investment Management LLC 9 - 2023-12-31 82,679 $8,007,000 -52,405
   Keystone Financial Services 5 - 2023-12-31 81,411 $7,885,000 -44,784
   COMERICA SECURITIESINC. 39 - 2023-09-30 91,364 $7,885,000 -27,987
   MILESTONE GROUP INC 24 - 2023-12-31 78,932 $7,645,000 -4,023
   IFP Advisors Inc 65 - 2023-12-31 74,720 $7,237,000 -5,298
   Clear Creek Financial Management LLC 25 - 2024-03-31 68,374 $7,097,000 -1,009
   CITIGROUP INC 968 - 2023-12-31 70,780 $6,855,000 -18,024
   GUARANTY TRUST CO OF MISSOURI /MO/ 108 - 2024-03-31 65,467 $6,795,000 -1,179
   KM Capital Management Ltd. 9 - 2023-12-31 70,076 $6,787,000 -32,033
   RSM US WEALTH MANAGEMENT LLC 80 - 2023-12-31 69,725 $6,753,000 -14,878
   Wealth Alliance 14 - 2023-12-31 69,704 $6,751,000 -37,841
   PAX Financial Group LLC 16 - 2023-12-31 68,544 $6,743,000 -42,363
   Day & Ennis LLC 10 - 2023-12-31 68,610 $6,645,000 -19,592
   Van Hulzen Asset Management LLC 56 - 2023-12-31 67,736 $6,560,000 -22,035
  100 Records found
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