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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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Auto-Owners Insurance Co 4 - 2023-12-31 3,963,000 $206,472,000 0
   Summit Trail Advisors LLC 35 - 2024-03-31 237,672 $12,929,000 0
   Riverwater Partners LLC 2 - 2024-03-31 102,691 $5,586,000 0
   DORSEY & WHITNEY TRUST CO LLC 71 - 2023-12-31 90,721 $4,727,000 0
   FIRST HAWAIIAN BANK 102 - 2024-03-31 77,061 $4,192,000 0
   Financial Gravity Wealth Inc. 146 - 2023-12-31 561,165 $1,970,000 0
   KEB ASSET MANAGEMENT LLC 18 - 2024-03-31 36,003 $1,959,000 0
   VPR Management LLC 23 - 2023-12-31 35,700 $1,860,000 0
   NAVELLIER & ASSOCIATES INC 100 - 2023-12-31 33,333 $1,737,000 0
   SELDON CAPITAL LP 17 - 2023-12-31 31,000 $1,615,000 0
   Neumann Capital Management LLC 44 - 2023-12-31 29,785 $1,552,000 0
   Ascension Capital Advisors Inc. - 2023-12-31 28,844 $1,503,000 0
   BRIGGS ADVISORY GROUP INC. 20 - 2023-09-30 29,507 $1,444,000 0
   WHITTIER TRUST CO OF NEVADA INC 261 - 2023-12-31 23,267 $1,212,000 0
   CONNING ASSET MANAGEMENT CO. 149 - 2024-03-31 22,107 $1,203,000 0
   Hartland & Co. LLC 227 - 2023-12-31 18,350 $956,000 0
   Sierra Capital LLC 72 - 2023-12-31 15,250 $795,000 0
   NORTHERN OAK CAPITAL MANAGEMENT INC 141 - 2023-12-31 13,984 $729,000 0
   STEPHENS INC /AR/ 632 - 2023-12-31 13,358 $696,000 0
   Evanson Asset Management LLC 168 - 2024-03-31 10,030 $546,000 0
   Hemington Wealth Management - 2023-12-31 9,702 $505,000 0
   Lion Street Advisors LLC 113 - 2024-03-31 9,240 $481,000 0
   QUARRY HILL ADVISORS LLC 33 - 2024-03-31 8,773 $477,000 0
   Essex Savings Bank 142 - 2024-03-31 8,663 $451,000 0
   CLARIS ADVISORS LLC / MO / 34 - 2024-03-31 8,269 $450,000 0
   Harbour Capital Advisors LLC 190 - 2024-03-31 8,204 $442,000 0
   Wedmont Private Capital 360 - 2024-03-31 7,845 $428,000 0
   Citizens Business Bank 92 - 2024-03-31 7,756 $422,000 0
   Red Tortoise LLC 63 - 2024-03-31 7,441 $405,000 0
   RMB CAPITAL MANAGEMENT LLC 407 - 2023-12-31 7,776 $405,000 0
   PALISADE ASSET MANAGEMENT, LLC 158 - 2023-12-31 7,470 $389,000 0
   GREENWOOD CAPITAL ASSOCIATES LLC 212 - 2023-12-31 7,463 $389,000 0
   BESSEMER GROUP INC 895 - 2023-12-31 7,288 $380,000 0
   Total Wealth Planning LLC 75 - 2024-03-31 6,667 $363,000 0
   Essex Private Wealth Management LLC 21 - 2024-03-31 6,190 $337,000 0
   Glenview Trust Co 389 - 2023-12-31 6,400 $333,000 0
   Peirce Capital Management LLC 33 - 2024-03-31 5,881 $320,000 0
   WHARTON BUSINESS GROUP, LLC 111 - 2023-12-31 5,960 $311,000 0
   Milestone Investment Advisors LLC 62 - 2023-12-31 5,719 $298,000 0
   CRA Financial Services LLC 179 - 2024-03-31 5,387 $293,000 0
   MARCO INVESTMENT MANAGEMENT LLC 172 - 2023-12-31 5,417 $282,000 0
   NOMURA ASSET MANAGEMENT CO LTD 878 - 2023-12-31 5,404 $282,000 0
   Forum Financial Management LP 477 - 2023-12-31 5,411 $282,000 0
   BCS Wealth Management 199 - 2024-03-31 4,745 $258,000 0
   SOA Wealth Advisors LLC. 159 - 2024-03-31 4,648 $253,000 0
   Allegiance Financial Group Advisory Services LLC - 2023-12-31 4,439 $231,000 0
   Private Ocean LLC 136 - 2024-03-31 3,786 $206,000 0
   Cassady Schiller Wealth Management LLC 110 - 2023-12-31 3,698 $193,000 0
   Providence Capital Advisors LLC 118 - 2023-12-31 2,774 $145,000 0
   QUADRANT CAPITAL GROUP LLC 793 - 2023-12-31 2,725 $142,000 0
   LOGAN CAPITAL MANAGEMENT INC 321 - 2023-12-31 2,086 $109,000 0
   Tortoise Investment Management LLC 272 - 2023-12-31 1,985 $103,000 0
   ARMSTRONG ADVISORY GROUP INC 257 - 2024-03-31 1,838 $96,000 0
   McIlrath & Eck LLC 178 - 2023-12-31 1,708 $89,000 0
   TSFG LLC 234 - 2024-03-31 1,350 $73,000 0
   MATRIX PRIVATE CAPITAL GROUP LLC 118 - 2023-12-31 1,268 $66,000 0
   OXFORD FINANCIAL GROUP LTD 259 - 2023-12-31 1,203 $63,000 0
   MONTAG A & ASSOCIATES INC 536 - 2023-12-31 1,164 $61,000 0
   INDIANA TRUST & INVESTMENT MANAGEMENT CO 275 - 2024-03-31 982 $53,000 0
   Atlantic Private Wealth LLC 60 - 2023-12-31 923 $48,000 0
   ROGCO LP 140 - 2023-12-31 923 $48,000 0
   BARCLAYS PLC 3705 - 2023-12-31 890 $46,000 0
   JFS WEALTH ADVISORS, LLC 423 - 2023-12-31 851 $44,000 0
   BALLAST ADVISORS LLC 142 - 2023-12-31 838 $44,000 0
   Focused Wealth Management Inc 324 - 2023-12-31 800 $42,000 0
   Powell Investment Advisors LLC 138 - 2024-03-31 738 $40,000 0
   Legacy Bridge LLC 224 - 2024-03-31 525 $29,000 0
   WETZEL INVESTMENT ADVISORS INC. 332 - 2024-03-31 467 $25,000 0
   KISTLERTIFFANY COMPANIES, LLC 596 - 2023-06-30 493 $24,000 0
   CVA Family Office LLC 639 - 2024-03-31 359 $20,000 0
   WOLFF WIESE MAGANA LLC 225 - 2024-03-31 347 $19,000 0
   Financial Freedom LLC 235 - 2024-03-31 330 $18,000 0
   TRUST CO OF VERMONT 567 - 2023-12-31 300 $16,000 0
   OPTIMUM INVESTMENT ADVISORS 472 - 2024-03-31 301 $16,000 0
   KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 592 - 2023-12-31 302 $16,000 0
   CGC Financial Services LLC 177 - 2024-03-31 280 $15,000 0
   First Capital Advisors Group LLC. 480 - 2023-06-30 293 $14,000 0
   BARRETT & COMPANY INC. 407 - 2024-03-31 240 $13,000 0
   Archer Investment Corp 622 - 2023-12-31 201 $10,000 0
   SALEM INVESTMENT COUNSELORS INC 844 - 2024-03-31 157 $9,000 0
   Element Wealth LLC 216 - 2023-12-31 169 $9,000 0
   WFA of San Diego LLC 286 - 2023-09-30 189 $9,000 0
   PIN OAK INVESTMENT ADVISORS INC 348 - 2023-12-31 150 $8,000 0
   HM PAYSON & CO 843 - 2023-12-31 131 $7,000 0
   PSI Advisors LLC 572 - 2024-03-31 83 $5,000 0
   CITY HOLDING CO 433 - 2024-03-31 84 $5,000 0
   Coston McIsaac & Partners 464 - 2024-03-31 104 $5,000 0
   Tacita Capital Inc 198 - 2023-12-31 95 $5,000 0
   Signature Resources Capital Management LLC 267 - 2024-03-31 70 $4,000 0
   GPS Wealth Strategies Group LLC 1031 - 2023-12-31 84 $4,000 0
   Jackson Hole Capital Partners LLC 261 - 2023-12-31 72 $4,000 0
   Laurel Wealth Advisors LLC 465 - 2023-12-31 77 $4,000 0
   DHJJ Financial Advisors Ltd. 526 - 2024-03-31 47 $3,000 0
   Hoese & Co LLP 134 - 2024-03-31 48 $3,000 0
   Ariel Capital Advisors LLC 251 - 2023-12-31 53 $3,000 0
   MOTCO 478 - 2023-12-31 29 $2,000 0
   BURKETT FINANCIAL SERVICES LLC 169 - 2024-03-31 40 $2,000 0
   AllSquare Wealth Management LLC 460 - 2023-12-31 45 $2,000 0
   BANGOR SAVINGS BANK 482 - 2024-03-31 16 $1,000 0
   Capital Advisors Ltd. LLC 1258 - 2024-03-31 11 $1,000 0
  100 Records found
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