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Get Institutions for : 
iShares MSCI EAFE Value Index Fund (EFV)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 835    5
Total shares held : 
 296,664,369  
% of shares held : 
 11.32%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -85  
Amount of shares held : 
 -13,588,186  
% of shares held change : 
   -0.52%  
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 :
58
 1,571,186
 0.53%
 
Increased Positions :
278
 12,593,191
 4.24%
 
Unchanged Positions :
141
 9,791,144
 3.3%
 
Decreased Positions :
358
-25,686,473
-8.66%
 
Closed Positions :
63
-2,066,090
-0.7%
 
Guru Positions :
1
5,793
 0%
 
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
   Geisinger Health 4 - 2023-12-31 256,500 $13,363,650,000 -36,315
   ENVESTNET ASSET MANAGEMENT INC 11 - 2023-12-31 49,675,219 $2,588,079,000 -6,040,434
   JONES FINANCIAL COMPANIES LLLP 21 - 2023-12-31 16,236,228 $845,907,000 112,209
   FMR LLC 277 - 2023-12-31 15,759,469 $821,068,000 458,019
   J P MORGAN CHASE & CO 284 - 2023-12-31 11,943,567 $622,260,000 803,654
   LPL FINANCIAL CORP 49 - 2023-12-31 11,816,879 $615,659,000 -1,084,997
   US BANCORP 19 - 2023-12-31 11,279,913 $587,691,000 372,978
   MORGAN STANLEY 380 - 2023-12-31 10,177,078 $530,226,000 -818,382
   Envestnet Portfolio Solutions Inc. 10 - 2023-12-31 8,794,851 $458,212,000 -727,938
   BANK OF AMERICA CORP /DE/ 359 - 2023-12-31 7,890,998 $411,121,000 -145,242
   BLACKROCK INC. 1302 - 2023-12-31 6,357,702 $331,236,000 -1,872,529
   AMERIPRISE FINANCIAL INC 247 - 2023-12-31 5,650,604 $283,734,000 -120,137
   CWM LLC 12 - 2024-03-31 5,010,391 $272,565,000 801,848
   Advisor Group Holdings Inc. 37 - 2023-12-31 4,377,488 $228,143,000 -3,370,441
   PARK AVENUE SECURITIES LLC 5 - 2024-03-31 4,096,957 $222,874,000 -1,404,071
   PNC FINANCIAL SERVICES GROUP INC 100 - 2023-12-31 4,049,817 $210,995,000 -2,452,255
   Auto-Owners Insurance Co 4 - 2023-12-31 3,963,000 $206,472,000 0
   MML INVESTORS SERVICES LLC 14 - 2023-12-31 3,303,488 $172,112,000 -472,796
   UBS Group AG 299 - 2023-12-31 3,008,946 $156,766,000 -27,557
   M&T BANK CORP 38 - 2023-12-31 2,897,918 $150,982,000 -177,779
   WELLS FARGO & CO/MN 346 - 2023-12-31 2,762,573 $143,930,000 182,845
   JANNEY MONTGOMERY SCOTT LLC 41 - 2023-12-31 2,674,417 $139,337,000 -366,173
   BANK OF NEW YORK MELLON CORP 547 - 2023-12-31 2,393,061 $124,678,000 -183,825
   ALLIANCEBERNSTEIN L.P. 340 - 2023-12-31 2,384,083 $124,211,000 -265,580
   Baird Financial Group Inc. 77 - 2023-12-31 2,261,406 $117,819,000 1,987,682
   MORNINGSTAR INVESTMENT SERVICES, INC. 52 - 2023-12-31 1,754,625 $91,293,000 881,408
   Resources Investment Advisors Inc. 8 - 2023-12-31 1,709,050 $89,042,000 -70,478
   COMMONWEALTH EQUITY SERVICES LLC. 124 - 2023-12-31 1,703,678 $88,762,000 4,733
   MODERA WEALTH MANAGEMENT, LLC 17 - 2023-12-31 1,656,291 $86,293,000 1,656,291
   Miracle Mile Advisors LLC 10 - 2024-03-31 1,523,798 $82,895,000 -315,454
   AE Wealth Management LLC 35 - 2023-12-31 1,597,093 $82,394,000 99,066
   Cetera Investment Advisers 24 - 2023-12-31 1,529,013 $79,662,000 -192,865
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 34 - 2023-12-31 1,493,185 $77,795,000 1,478,099
   EMPIRICAL FINANCIAL SERVICES, LLC 10 - 2023-12-31 1,475,664 $76,882,000 103,494
   JB Capital LLC - 2023-12-31 1,377,085 $71,746,000 -153,404
   ALESCO ADVISORS LLC 10 - 2023-12-31 1,366,742 $71,207,000 13,903
   TIAA TRUST NATIONAL ASSOCIATION - 2023-12-31 1,363,102 $71,018,000 40,875
   KOCHIS FITZ/QUINTILE LLC 8 - 2024-03-31 1,202,082 $65,393,000 -14,402
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 129 - 2023-12-31 1,233,914 $64,287,000 23,474
   SAVANT CAPITAL MANAGEMENT INC 25 - 2023-12-31 1,183,701 $61,671,000 -606
   ROYAL BANK OF CANADA 640 - 2023-12-31 1,140,204 $59,404,000 101,819
   Goss Wealth Management LLC 27 - 2023-12-31 1,139,823 $59,016,000 -11,952
   RIVERFRONT INVESTMENT GROUP, LLC 18 - 2023-12-31 1,102,271 $57,428,000 48,993
   Foundations Investment Advisors LLC 15 - 2023-12-31 1,108,607 $57,426,000 58,436
   TIAA FSB 65 - 2023-06-30 1,168,296 $57,176,000 -144,836
   RAYMOND JAMES & ASSOCIATES 370 - 2023-12-31 1,027,657 $53,541,000 29,971
   PATHSTONE FAMILY OFFICE, LLC 40 - 2023-09-30 1,086,522 $53,164,000 496,418
   Beacon Pointe Advisors LLC 31 - 2023-12-31 1,017,317 $53,003,000 -240,431
   Pathstone Holdings LLC 59 - 2023-12-31 985,704 $51,355,000 0
   BUCKINGHAM ASSET MANAGEMENT, LLC 25 - 2023-12-31 982,050 $51,165,000 22,523
   STIFEL FINANCIAL CORP 276 - 2023-12-31 978,857 $50,999,000 28,703
   HIGHTOWER ADVISORS, LLC 257 - 2023-12-31 916,762 $47,746,000 87,494
   BB&T CORP 241 - 2023-12-31 886,653 $46,195,000 -59,015
   NATIXIS ASSET MANAGEMENT ADVISORS LP 187 - 2023-12-31 860,581 $44,836,000 -64,534
   Financial Synergies Wealth Advisors Inc. 5 - 2024-03-31 813,258 $44,241,000 -12,407
   FINANCIAL NETWORK 87 - 2023-12-31 842,904 $43,915,000 -126,836
   CAPTRUST FINANCIAL ADVISORS 142 - 2023-12-31 773,101 $40,279,000 -35,642
   WEALTHSOURCE PARTNERS LLC 5 - 2023-12-31 746,309 $38,883,000 -156,391
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 194 - 2023-09-30 779,568 $38,144,000 152,304
   Allspring Global Investments Holdings LLC 408 - 2024-03-31 676,938 $36,825,000 -175,483
   Qube Research & Technologies Ltd 305 - 2023-12-31 681,275 $35,494,000 39,328
   JOHNSON FINANCIAL GROUP, INC. 11 - 2023-12-31 669,879 $34,901,000 583,336
   HTLF Bank 5 - 2023-12-31 661,883 $34,484,000 0
   Covenant Partners LLC 1 - 2023-12-31 659,964 $34,384,000 22,771
   THRIVENT FINANCIAL FOR LUTHERANS 309 - 2023-12-31 656,338 $34,195,000 -228,540
   ATRIA INVESTMENTS LLC 32 - 2023-12-31 645,164 $33,613,000 -79,810
   Bank Julius Baer & Co. Ltd Zurich 100 - 2023-12-31 630,183 $32,826,000 -7,675
   GOLDMAN SACHS GROUP INC/ 1221 - 2023-12-31 627,093 $32,672,000 52,842
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 340 - 2023-12-31 612,157 $31,893,000 -7,766
   Integrated Wealth Concepts LLC 30 - 2023-12-31 598,810 $31,198,000 -246,772
   DUBUQUE BANK & TRUST CO 5 - 2023-09-30 634,504 $31,046,000 31,850
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 152 - 2023-12-31 593,831 $30,939,000 -204,278
   Atria Wealth Solutions Inc. 43 - 2023-12-31 591,400 $30,812,000 -82,291
   MCMORGAN & CO LLC 5 - 2023-12-31 589,735 $30,725,000 145
   FIFTH THIRD BANCORP 150 - 2023-12-31 566,013 $29,489,000 -79,430
   Icon Wealth Partners LLC 4 - 2023-09-30 599,876 $29,352,000 150,201
   Symmetry Partner LLC 8 - 2024-03-31 537,143 $29,221,000 -521,343
   Icon Wealth Advisors LLC 4 - 2023-12-31 534,822 $27,864,000 55,102
   Octavia Wealth Advisors LLC 7 - 2024-03-31 500,602 $27,233,000 500,602
   PRUDENTIAL FINANCIAL INC 362 - 2023-12-31 510,413 $26,592,000 -83,030
   Rockefeller Capital Management L.P. 230 - 2023-12-31 508,996 $26,519,000 -17,537
   MARINER WEALTH ADVISORS, LLC 246 - 2023-12-31 500,403 $26,071,000 -1,105
   Ratio Wealth Group 3 - 2023-12-31 469,489 $24,460,000 -167,977
   SCS CAPITAL MANAGEMENT LLC 27 - 2023-12-31 461,165 $24,027,000 -208,121
   Townsend & Associates Inc 11 - 2023-12-31 465,622 $23,938,000 10,978
   MA Private Wealth - 2023-12-31 452,320 $23,566,000 23,132
   BURNS WEALTH MANAGEMENT, INC. 21 - 2023-12-31 443,432 $23,103,000 -2,453
   Kestra Advisory Services LLC 111 - 2023-12-31 425,185 $22,152,000 47,209
   Brave Asset Management Inc 5 - 2023-12-31 424,933 $22,139,000 1,243
   Valence8 US LP 4 - 2023-12-31 421,729 $21,972,000 16,816
   Sharkey Howes & Javer 5 - 2024-03-31 403,821 $21,968,000 -16,421
   Austin Private Wealth LLC 13 - 2024-03-31 388,444 $21,116,000 -137,131
   MULTIFINANCIAL SECURITIES CORP 81 - 2023-12-31 389,446 $20,290,000 -33,561
   One Capital Management LLC 35 - 2023-12-31 381,791 $19,891,000 376,107
   Horst & Graben Wealth Management LLC 7 - 2023-12-31 381,413 $19,872,000 -22,055
   High Falls Advisors Inc 4 - 2023-12-31 377,681 $19,677,000 -54,959
   ADVOCACY WEALTH MANAGEMENT SERVICES, LLC 16 - 2024-03-31 355,203 $19,323,000 -171,364
   MERCER GLOBAL ADVISORS INC /ADV 200 - 2023-12-31 368,929 $19,221,000 -16,830
   Ronald Blue Trust Inc. 34 - 2023-12-31 388,458 $19,007,000 96,843
   Checchi Capital Advisers LLC 10 - 2023-12-31 363,121 $18,919,000 22,618
  100 Records found
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