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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
   IEQ CAPITAL LLC 927 *Closed 2023-12-31 0 $0 -48,196
   Buck Wealth Strategies LLC *Closed 2023-12-31 0 $0 -111
   ANGELES INVESTMENT ADVISORS, LLC 199 *Closed 2023-12-31 0 $0 -396,400
   Iron Horse Wealth Management LLC 410 *Closed 2024-03-31 0 $0 -48
   TFO-TDC LLC 438 *Closed 2023-12-31 0 $0 -238
   AlphaStar Capital Management LLC 269 *Closed 2023-12-31 0 $0 -7,066
   Riggs Asset Managment Co. Inc. 394 *Closed 2023-12-31 0 $0 -46
   Lehman & Derafelo Financial Resources LLC 134 *Closed 2022-12-31 0 $0 -200
   DEUTSCHE BANK AG 3503 *Closed 2023-12-31 0 $0 -380
   CoreFirst Bank & Trust 372 *Closed 2023-12-31 0 $0 -810
   ARLINGTON PARTNERS LLC 75 *Closed 2024-03-31 0 $0 -374
   Fortitude Family Office LLC 965 *Closed 2024-03-31 0 $0 -463
   OLD MISSION CAPITAL LLC 954 *Closed 2023-12-31 0 $0 -556,839
   HRT FINANCIAL LLC 2405 *Closed 2023-12-31 0 $0 -5,091
   Pacifica Partners Inc. 506 *Closed 2024-03-31 0 $0 -214
   James J. Burns & Company LLC 93 *Closed 2024-03-31 0 $0 -6,523
   Stonebridge Capital Advisors LLC 431 *Closed 2023-12-31 0 $0 -163
   WETHERBY ASSET MANAGEMENT INC 924 *Closed 2023-12-31 0 $0 -14,565
   JANE STREET GROUP LLC 5583 *Closed 2023-12-31 0 $0 -88,106
   True Wealth Design LLC 547 *Closed 2023-12-31 0 $0 -43
   True Link Financial Advisors LLC 65 *Closed 2024-03-31 0 $0 -12,091
   REGIONS FINANCIAL CORP 837 *Closed 2024-03-31 0 $0 -6,436
   FLC Capital Advisors 161 *Closed 2023-12-31 0 $0 -16,516
   SPRINGBOK CAPITAL MANAGEMENT LLC 1219 *Closed 2023-12-31 0 $0 -4,390
   RE Dickinson Investment Advisors LLC 260 *Closed 2023-12-31 0 $0 -248
   Orion Portfolio Solutions LLC 1688 *Closed 2023-12-31 0 $0 -340,554
   SANDY SPRING BANK *Closed 2023-12-31 0 $0 -92
   SYM FINANCIAL CORPORATION 185 *Closed 2023-12-31 0 $0 -164
   Centerpoint Advisors LLC 552 *Closed 2023-12-31 0 $0 -131
   CULLEN FROST BANKERS INC 1105 *Closed 2023-12-31 0 $0 -88
   PINEBRIDGE INVESTMENTS LTD 599 *Closed 2023-12-31 0 $0 -23,773
   BAKER AVENUE ASSET MANAGEMENT, LP 1210 *Closed 2023-12-31 0 $0 -114
   Integrity Financial Corp /WA 224 *Closed 2023-12-31 0 $0 -182
   Headlands Technologies LLC 1196 *Closed 2023-12-31 0 $0 -177
   Williams Financial LLC 29 *Closed 2024-03-31 0 $0 -141,246
   HBK SORCE ADVISORY LLC *Closed 2023-12-31 0 $0 -5,822
   KARLINSKI ANDREW C 83 *Closed 2022-12-31 0 $0 -840
   Cerro Pacific Wealth Advisors LLC 164 *Closed 2023-03-31 0 $0 -75,318
   CITADEL ADVISORS LLC 6114 *Closed 2023-12-31 0 $0 -17,239
   PITCAIRN CO 640 *Closed 2023-12-31 0 $0 -69,431
   VERITABLE LP 694 *Closed 2023-09-30 0 $0 -497,441
   Lloyd Advisory Services LLC. 173 *Closed 2024-03-31 0 $0 -5,717
   Authentikos Wealth Advisory LLC 437 *Closed 2023-12-31 0 $0 -881
   RDA Financial Network 228 *Closed 2024-03-31 0 $0 -4,252
   Peterson Financial Group Inc. 131 *Closed 2024-03-31 0 $0 -12,442
   Stokes Family Office LLC 302 *Closed 2023-12-31 0 $0 -29,188
   Alhambra Investment Partners LLC 167 *Closed 2024-03-31 0 $0 -27,091
   Koss-Olinger Consulting LLC 293 *Closed 2024-03-31 0 $0 -144,611
   Sepio Capital LLC 300 *Closed 2023-12-31 0 $0 -12,038
   Bremer Bank National Association 201 *Closed 2024-03-31 0 $0 -47,144
   Essex LLC 165 *Closed 2023-12-31 0 $0 -5,631
   HOWE & RUSLING INC 393 *Closed 2023-12-31 0 $0 -191
   HANSON INVESTMENT MANAGEMENT 505 *Closed 2024-03-31 0 $0 -87
   NVWM LLC 444 *Closed 2023-12-31 0 $0 -33
   CAMBRIDGE TRUST CO 726 *Closed 2023-12-31 0 $0 -105
   NEW HARBOR FINANCIAL GROUP, LLC *Closed 2023-12-31 0 $0 -5,236
   Cutler Group LP 1487 *Closed 2024-03-31 0 $0 -600
   Curtis Advisory Group LLC 98 *Closed 2023-12-31 0 $0 -16,479
   HHM Wealth Advisors LLC 815 *Closed 2023-12-31 0 $0 -371
   CFG ASSET MANAGEMENT LLC 584 *Closed 2023-12-31 0 $0 -63
   Trilogy Capital Inc. 321 *Closed 2024-03-31 0 $0 -5,709
   COCONUT GROVE BANK 695 *Closed 2023-12-31 0 $0 -159
   Moss Adams Wealth Advisors LLC 179 *Closed 2023-12-31 0 $0 -1,007
   CNB Bank 503 *Closed 2023-12-31 0 $0 -60
   Ten Capital Wealth Advisors LLC 557 *Closed 2023-06-30 0 $0 -237
   STELAC ADVISORY SERVICES LLC 105 *Closed 2023-12-31 0 $0 -8,233
   Community Bank N.A. 438 *Closed 2023-12-31 0 $0 -33
  67 Records found
  1    
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