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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
   Benchmark Investment Advisors LLC 34 *New 2023-12-31 172,163 $8,970,000 172,163
   CFO4Life L.P. 20 *New 2022-12-31 130,771 $6,000,000 130,771
   Eagle Strategies LLC 38 *New 2024-03-31 50,889 $2,768,000 50,889
   DAGCO INC. 12 *New 2023-12-31 49,471 $2,577,000 49,471
   Lansing Street Advisors 23 *New 2023-12-31 48,138 $2,508,000 48,138
   Strategic Equity Management 15 *New 2024-03-31 37,842 $2,059,000 37,842
   FIS GROUP INC. 489 *New 2023-12-31 35,991 $1,875,000 35,991
   FLAGSHIP HARBOR ADVISORS LLC 195 *New 2024-03-31 28,279 $1,538,000 28,279
   Eaton Financial Holdings Company LLC 33 *New 2024-03-31 22,192 $1,207,000 22,192
   Claro Advisors LLC 111 *New 2024-03-31 21,116 $1,149,000 21,116
   CFO4Life Group LLC *New 2023-12-31 21,685 $1,130,000 21,685
   Bleakley Financial Group LLC *New 2023-12-31 17,456 $909,000 17,456
   MONEYWISE INC. 33 *New 2024-03-31 16,043 $873,000 16,043
   MESIROW FINANCIAL INVESTMENT MANAGEMENT INTERNATIO 274 *New 2024-03-31 15,428 $839,000 15,428
   COLDSTREAM CAPITAL MANAGEMENT INC 332 *New 2023-12-31 15,812 $824,000 15,812
   Bordeaux Wealth Advisors LLC 54 *New 2023-12-31 11,389 $593,000 11,389
   BEACON FINANCIAL GROUP 209 *New 2023-12-31 10,153 $529,000 10,153
   WATERSHED PRIVATE WEALTH LLC 62 *New 2023-12-31 10,047 $523,000 10,047
   PUTNAM FL INVESTMENT MANAGEMENT CO 335 *New 2023-12-31 9,557 $498,000 9,557
   BLUE CREEK INVESTMENT PARTNERS LLC 220 *New 2024-03-31 8,387 $456,000 8,387
   MidWestOne Financial Group Inc. 207 *New 2023-12-31 8,728 $455,000 8,728
   Y-Intercept (Hong Kong) Ltd 667 *New 2023-12-31 8,252 $430,000 8,252
   3Chopt Investment Partners LLC 139 *New 2023-12-31 6,010 $313,000 6,010
   Summit Global Investments 445 *New 2023-12-31 5,413 $282,000 5,413
   Crescent Grove Advisors LLC 243 *New 2023-12-31 5,262 $274,000 5,262
   WASHINGTON TRUST BANK 191 *New 2023-12-31 5,231 $273,000 5,231
   OARSMAN CAPITAL, INC. 182 *New 2023-12-31 5,220 $272,000 5,220
   Addison Capital Co 91 *New 2023-12-31 5,008 $261,000 5,008
   AGF MANAGEMENT LTD 641 *New 2023-12-31 4,967 $259,000 4,967
   TBH Global Asset Management LLC 214 *New 2023-12-31 4,974 $259,000 4,974
   HIRTLE CALLAGHAN & CO INC 86 *New 2023-12-31 4,662 $243,000 4,662
   SAWGRASS ASSET MANAGEMENT LLC 180 *New 2023-12-31 4,600 $240,000 4,600
   Argent Trust Co 545 *New 2023-12-31 4,582 $239,000 4,582
   EQIS CAPITAL MANAGEMENT, INC. 687 *New 2023-12-31 4,157 $217,000 4,157
   OBERMEYER ASSET MANAGEMENT CO 206 *New 2023-12-31 3,941 $205,000 3,941
   Schoolcraft Capital LLC 64 *New 2024-03-31 3,740 $203,000 3,740
   FFT WEALTH MANAGEMENT LLC 132 *New 2023-12-31 3,850 $201,000 3,850
   ATLAS BROWNINC 200 *New 2024-03-31 3,692 $201,000 3,692
   INSTRUMENTAL WEALTH LLC *New 2023-12-31 3,896 $200,000 3,896
   TORONTO DOMINION BANK 922 *New 2023-12-31 1,486 $77,000 1,486
   Advisors Preferred LLC *New 2023-12-31 862 $45,000 862
   Sugarloaf Wealth Management LLC 347 *New 2024-03-31 575 $31,000 575
   SHEETS SMITH & ASSOCIATES INC 419 *New 2023-09-30 513 $25,000 513
   Ruedi Wealth Management Inc. *New 2023-12-31 371 $19,000 371
   Pacer Advisors Inc. 1283 *New 2023-12-31 330 $17,000 330
   Ahrens Investment Partners LLC 512 *New 2023-03-31 322 $16,000 322
   TOWER RESEARCH CAPITAL LLC 4070 *New 2023-12-31 222 $12,000 222
   Castleview Partners LLC 554 *New 2023-12-31 115 $6,000 115
   WOODMONT INVESTMENT COUNSEL LLC 344 *New 2024-03-31 102 $6,000 102
   City State Bank 574 *New 2024-03-31 99 $5,000 99
   SITTNER & NELSON LLC 397 *New 2023-12-31 84 $4,000 84
   JNBA FINANCIAL ADVISORS 603 *New 2024-03-31 38 $2,000 38
   Steward Financial Group LLC 1212 *New 2023-09-30 23 $1,000 23
   RESOURCES MANAGEMENT CORP /CT/ /ADV 420 *New 2023-12-31 20 $1,000 20
   APCM Wealth Management for Individuals 116 *New 2024-03-31 3 $0 3
   Piscataqua Savings Bank 394 *New 2024-03-31 2 $0 2
  56 Records found
  1    
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