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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
   LPL FINANCIAL CORP 49 - 2023-12-31 11,816,879 $615,659,000 -1,084,997
   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
   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
   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
   JANNEY MONTGOMERY SCOTT LLC 41 - 2023-12-31 2,674,417 $139,337,000 -366,173
   ALLIANCEBERNSTEIN L.P. 340 - 2023-12-31 2,384,083 $124,211,000 -265,580
   Resources Investment Advisors Inc. 8 - 2023-12-31 1,709,050 $89,042,000 -70,478
   Miracle Mile Advisors LLC 10 - 2024-03-31 1,523,798 $82,895,000 -315,454
   Cetera Investment Advisers 24 - 2023-12-31 1,529,013 $79,662,000 -192,865
   JB Capital LLC - 2023-12-31 1,377,085 $71,746,000 -153,404
   BANK OF NEW YORK MELLON CORP 842 - 2024-03-31 1,296,892 $70,551,000 -1,096,169
   KOCHIS FITZ/QUINTILE LLC 8 - 2024-03-31 1,202,082 $65,393,000 -14,402
   SAVANT CAPITAL MANAGEMENT INC 25 - 2023-12-31 1,183,701 $61,671,000 -606
   Goss Wealth Management LLC 27 - 2023-12-31 1,139,823 $59,016,000 -11,952
   TIAA FSB 65 - 2023-06-30 1,168,296 $57,176,000 -144,836
   Beacon Pointe Advisors LLC 31 - 2023-12-31 1,017,317 $53,003,000 -240,431
   RAYMOND JAMES & ASSOCIATES 396 - 2024-03-31 973,782 $52,974,000 -53,875
   BB&T CORP 241 - 2023-12-31 886,653 $46,195,000 -59,015
   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
   Allspring Global Investments Holdings LLC 408 - 2024-03-31 676,938 $36,825,000 -175,483
   HTLF Bank 6 - 2024-03-31 650,710 $35,399,000 -11,173
   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
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 355 - 2024-03-31 597,573 $32,508,000 -14,584
   Integrated Wealth Concepts LLC 30 - 2023-12-31 598,810 $31,198,000 -246,772
   Atria Wealth Solutions Inc. 43 - 2023-12-31 591,400 $30,812,000 -82,291
   Symmetry Partner LLC 8 - 2024-03-31 537,143 $29,221,000 -521,343
   FIFTH THIRD BANCORP 160 - 2024-03-31 499,624 $27,180,000 -66,389
   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
   BURNS WEALTH MANAGEMENT, INC. 21 - 2023-12-31 443,432 $23,103,000 -2,453
   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
   Checchi Capital Advisers LLC 11 - 2024-03-31 362,882 $19,741,000 -239
   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
   West Wealth Group LLC 3 - 2023-12-31 361,685 $18,844,000 -24,215
   H D Vest Advisory Services 90 - 2023-12-31 356,329 $18,565,000 -12,212
   Change Path LLC 16 - 2023-12-31 324,137 $16,888,000 -123,839
   Strategic Blueprint LLC 15 - 2024-03-31 307,371 $16,721,000 -23,911
   Bruce G. Allen Investments LLC 1 - 2024-03-31 302,583 $16,461,000 -737
   CI Private Wealth LLC 422 - 2023-12-31 312,316 $16,272,000 -32,755
   Financial Advisory Service Inc. - 2023-12-31 308,694 $16,083,000 -3,664
   Merit Financial Group LLC 32 - 2023-12-31 295,375 $15,389,000 -28,469
   HighMark Wealth Management LLC - 2023-12-31 290,805 $15,151,000 -2,754
   ACCREDITED INVESTORS INC. 23 - 2023-12-31 289,323 $15,074,000 -39,034
   Horst & Graben Wealth Management LLC 10 - 2024-03-31 265,200 $14,427,000 -116,213
   1ST SOURCE BANK 18 - 2023-12-31 268,260 $13,976,000 -5,999
   Wakefield Asset Management LLLP - 2023-12-31 266,745 $13,897,000 -1,659
   Stone House Investment Management LLC 8 - 2023-12-31 258,539 $13,470,000 -38,182
   Elgethun Capital Management 5 - 2023-12-31 256,215 $13,349,000 -11,280
   NATIONAL ASSET MANAGEMENT, INC. 49 - 2023-12-31 255,206 $13,296,000 -114,937
   Keystone Financial Services 4 - 2023-12-31 250,824 $13,068,000 -40,270
   FINANCIAL LIFE ADVISORS 6 - 2024-03-31 240,148 $13,064,000 -3,151
   TNF LLC 4 - 2024-03-31 237,785 $12,760,000 -11,108
   Pettinga Financial Advisors LLC 8 - 2024-03-31 230,892 $12,561,000 -145,830
   Steel Peak Wealth Management LLC 39 - 2024-03-31 228,653 $12,439,000 -92,260
   AMERIVEST INVESTMENT MANAGEMENT LLC 63 - 2023-06-30 243,969 $11,940,000 -31,500
   Scarborough Advisors LLC 9 - 2023-12-31 223,785 $11,659,000 -51,745
   Apella Capital LLC 39 - 2024-03-31 212,971 $11,626,000 -16,918
   MONETA GROUP INVESTMENT ADVISORS INC 68 - 2023-12-31 211,191 $11,003,000 -17,052
   PAX Financial Group LLC 6 - 2023-12-31 210,784 $10,731,000 -34,819
   CARY STREET PARTNERS ASSET MANAGEMENT LLC 11 - 2023-12-31 199,346 $10,386,000 -21,049
   CONNABLE OFFICE INC 18 - 2023-12-31 197,475 $10,288,000 -1,359
   One Wealth Advisors LLC 16 - 2024-03-31 188,052 $10,230,000 -58,658
   Steward Partners Investment Advisory LLC 156 - 2023-12-31 194,983 $10,159,000 -18,278
   Crestone Asset Management LLC 13 - 2024-03-31 185,216 $10,076,000 -48,006
   Summit X LLC 5 - 2023-12-31 188,756 $9,836,000 -34,825
   Private Advisor Group LLC 261 - 2023-12-31 185,124 $9,645,000 -12,689
   Security Financial Services INC. 11 - 2024-03-31 176,142 $9,582,000 -46,849
   PROEQUITIES INC. 25 - 2023-12-31 183,407 $9,555,000 -40,224
   MILESTONE GROUP INC 19 - 2023-12-31 183,318 $9,551,000 -5,788
   EFFICIENT ADVISORS, LLC 34 - 2023-12-31 179,634 $9,359,000 -11,413
   LIBERTY WEALTH MANAGEMENT LLC 13 - 2023-12-31 143,557 $9,097,000 -4,414
   BANK OF MONTREAL /CAN/ 898 - 2023-12-31 173,040 $9,028,000 -4,290
   BCJ Capital Management LLC 34 - 2023-12-31 172,163 $8,970,000 -35,154
   McLean Asset Management Corp 9 - 2024-03-31 161,939 $8,840,000 -7,981
   Cypress Wealth Services LLC 10 - 2024-03-31 161,052 $8,761,000 -39,086
   Perigon Wealth Management LLC 73 - 2023-12-31 167,531 $8,728,000 -13,134
   UMA Financial Services Inc. 14 - 2024-03-31 165,122 $8,643,000 -61,433
   Spire Wealth Management 102 - 2024-03-31 156,390 $8,508,000 -21,675
  100 Records found
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