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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
   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
   US BANCORP 19 - 2023-12-31 11,279,913 $587,691,000 372,978
   CWM LLC 12 - 2024-03-31 5,010,391 $272,565,000 801,848
   WELLS FARGO & CO/MN 346 - 2023-12-31 2,762,573 $143,930,000 182,845
   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
   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
   AE Wealth Management LLC 35 - 2023-12-31 1,597,093 $82,394,000 99,066
   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
   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
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 129 - 2023-12-31 1,233,914 $64,287,000 23,474
   ROYAL BANK OF CANADA 640 - 2023-12-31 1,140,204 $59,404,000 101,819
   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
   PATHSTONE FAMILY OFFICE, LLC 40 - 2023-09-30 1,086,522 $53,164,000 496,418
   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
   NATIXIS ASSET MANAGEMENT ADVISORS LP 192 - 2024-03-31 898,942 $48,902,000 38,361
   HIGHTOWER ADVISORS, LLC 257 - 2023-12-31 916,762 $47,746,000 87,494
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 194 - 2023-09-30 779,568 $38,144,000 152,304
   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
   Covenant Partners LLC 1 - 2023-12-31 659,964 $34,384,000 22,771
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 152 - 2024-03-31 612,070 $33,297,000 18,239
   GOLDMAN SACHS GROUP INC/ 1221 - 2023-12-31 627,093 $32,672,000 52,842
   DUBUQUE BANK & TRUST CO 5 - 2023-09-30 634,504 $31,046,000 31,850
   MCMORGAN & CO LLC 5 - 2023-12-31 589,735 $30,725,000 145
   Icon Wealth Partners LLC 4 - 2023-09-30 599,876 $29,352,000 150,201
   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
   Townsend & Associates Inc 11 - 2024-03-31 471,824 $25,403,000 6,202
   MA Private Wealth - 2023-12-31 452,320 $23,566,000 23,132
   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
   One Capital Management LLC 35 - 2023-12-31 381,791 $19,891,000 376,107
   Ronald Blue Trust Inc. 34 - 2023-12-31 388,458 $19,007,000 96,843
   Affinity Capital Advisors LLC 6 - 2024-03-31 335,893 $18,273,000 52,241
   BANK OF OKLAHOMA NATIONAL ASSOCIATION / 62 - 2023-12-31 344,021 $17,923,000 5,245
   Invst LLC 11 - 2023-12-31 346,707 $17,783,000 16,230
   Cardinal Strategic Wealth Guidance 6 - 2024-03-31 317,583 $17,277,000 170
   GREENLEAF TRUST 45 - 2023-12-31 293,946 $15,315,000 23,390
   OHE FINANCIAL INC 13 - 2023-12-31 293,150 $15,273,000 15,215
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 383 - 2024-03-31 263,735 $14,347,000 9,868
   Plancorp LLC 19 - 2023-12-31 270,882 $14,113,000 5
   Wealth Alliance 6 - 2023-12-31 262,474 $13,675,000 419
   Keebeck Wealth Management LLC 6 - 2023-12-31 261,589 $13,629,000 44,666
   Arete Wealth Advisors LLC 19 - 2023-12-31 243,880 $12,706,000 216,987
   Farther Finance Advisors LLC 14 - 2023-12-31 241,187 $12,566,000 38,445
   Northwest Capital Management Inc 7 - 2024-03-31 225,112 $12,246,000 436
   Long Run Wealth Advisors LLC 7 - 2024-03-31 222,001 $12,077,000 8,698
   Fountainhead AM LLC 12 - 2023-12-31 220,169 $11,471,000 20,684
   Strategic Financial Group LLC - 2023-12-31 219,939 $11,459,000 2,096
   Keeler Thomas Management LLC 3 - 2023-12-31 217,388 $11,326,000 2,306
   INTERACTIVE FINANCIAL ADVISORS 4 - 2023-12-31 113,035 $11,219,000 46,706
   Cassaday & Co Wealth Management LLC 20 - 2023-12-31 214,976 $11,200,000 1,402
   COREPATH WEALTH PARTNERS LLC 6 - 2023-12-31 207,891 $10,814,000 1,577
   COMERICA SECURITIESINC. 21 - 2023-09-30 219,685 $10,749,000 66,956
   HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 36 - 2023-12-31 203,312 $10,593,000 41,681
   Lineweaver Wealth Advisors LLC 10 - 2023-12-31 202,854 $10,569,000 4,299
   Simplicity WealthLLC 80 - 2024-03-31 192,907 $10,494,000 10,908
   COMERICA BANK 410 - 2023-12-31 183,981 $9,585,000 18,030
   ASSOCIATED BANC-CORP 81 - 2023-12-31 179,668 $9,361,000 11,447
   Quent Capital LLC 16 - 2023-12-31 178,106 $9,279,000 8,072
   RSM US WEALTH MANAGEMENT LLC 64 - 2023-12-31 178,032 $9,275,000 10,015
   CREATIVE PLANNING 400 - 2023-12-31 176,104 $9,175,000 931
   RTD Financial Advisors Inc. 26 - 2024-03-31 165,801 $9,020,000 1,337
   Derbend Asset Management - 2023-12-31 162,397 $8,461,000 42,280
   KESTRA PRIVATE WEALTH SERVICES LLC 114 - 2023-12-31 162,002 $8,440,000 20,449
   Verdence Capital Advisors LLC 23 - 2024-03-31 154,058 $8,381,000 13,566
   TOWNSQUARE CAPITAL LLC 141 - 2023-12-31 155,203 $8,086,000 10,659
   N.E.W. Advisory Services LLC 24 - 2024-03-31 141,603 $7,703,000 746
   NORTHERN TRUST CORP 2287 - 2023-12-31 136,409 $7,107,000 5,776
   ORG Partners LLC 17 - 2023-12-31 136,035 $7,088,000 133,459
   JOHNSON INVESTMENT COUNSEL INC 130 - 2023-12-31 135,115 $7,039,000 9,467
   CARY STREET PARTNER INVESTMENT ADVISORY LLC 84 - 2023-12-31 149,801 $6,840,000 8,557
   ATLAS CAPITAL ADVISORS LLC 26 - 2024-03-31 121,955 $6,634,000 18,178
   Mount Yale Investment Advisors LLC 22 - 2023-12-31 125,717 $6,550,000 23,163
   Wealthcare Advisory Partners LLC 86 - 2024-03-31 119,138 $6,481,000 6,753
   CITIGROUP INC 992 - 2023-12-31 124,036 $6,462,000 993
   Pinnacle Wealth Planning Services Inc. 14 - 2023-12-31 123,441 $6,431,000 2,561
   Certus Wealth Management LLC 4 - 2023-12-31 120,812 $6,294,000 538
   Stratos Wealth Partners LTD. 205 - 2024-03-31 113,350 $6,166,000 76,915
   BLAIR WILLIAM & CO/IL 418 - 2023-12-31 116,209 $6,054,000 6,631
   GLENMEDE TRUST CO NA 407 - 2023-12-31 115,607 $6,023,000 8,422
   HANSON MCCLAIN, INC. 180 - 2024-03-31 107,099 $5,826,000 71,518
   Edge Capital Group LLC 72 - 2023-12-31 102,659 $5,349,000 771
   Farmers & Merchants Trust Co of Chambersburg PA 8 - 2024-03-31 98,235 $5,344,000 98,235
   MONECO Advisors LLC 25 - 2024-03-31 91,120 $4,957,000 10,238
   Maryland State Retirement & Pension System 189 - 2024-03-31 90,754 $4,750,000 56,826
   Beacon Bridge Wealth Partners LLC 12 - 2023-12-31 91,022 $4,742,000 9,038
   HPM Partners LLC - 2023-12-31 90,398 $4,710,000 38,816
   U.S. Capital Wealth Advisors LLC 127 - 2023-12-31 89,939 $4,686,000 7,709
   My Legacy Advisors LLC 9 - 2023-12-31 88,230 $4,580,000 4,387
   Mutual Advisors LLC 143 - 2023-12-31 85,135 $4,436,000 3,921
  100 Records found
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