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Get Institutions for : 
Ishares Edge Msci Multifactor Emerging Markets Etf (EMGF)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 131    0
Total shares held : 
11,699,139  
% of shares held : 
9.07%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -29  
Amount of shares held : 
-1,359,148  
% of shares held change : 
  -1.05%  
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 :
13
 28,575
 0.24%
 
Increased Positions :
34
 616,215
 5.27%
 
Unchanged Positions :
21
 180,080
 1.54%
 
Decreased Positions :
63
-1,765,968
-15.09%
 
Closed Positions :
13
-237,970
-2.03%
 
Guru Positions :
0
 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
   ARGI INVESTMENT SERVICES, LLC 9 - 2022-12-31 2,056,509 $84,399,000 160,860
   STRATEGIC INVESTMENT ADVISORS, INC 6 - 2023-12-31 1,616,831 $69,297,000 69,039
   CWM LLC 80 - 2024-03-31 1,121,936 $49,971,000 -77,387
   WELLS FARGO & CO/MN 848 - 2023-12-31 754,437 $32,335,000 -112,569
   J P MORGAN CHASE & CO 1339 - 2023-12-31 707,574 $30,327,000 -125,353
   MORGAN STANLEY 2301 - 2023-12-31 658,708 $28,232,000 -8,784
   Integrated Wealth Concepts LLC 52 - 2023-12-31 538,818 $23,094,000 -133,631
   AMERIPRISE FINANCIAL INC 1266 - 2023-12-31 466,563 $19,997,000 -53,201
   Ullmann Financial Group Inc. 11 - 2023-12-31 399,305 $17,114,000 41,913
   Trilogy Capital Inc. 30 - 2024-03-31 363,541 $16,192,000 -27,252
   MERCER GLOBAL ADVISORS INC /ADV 234 - 2023-12-31 341,427 $14,634,000 -60,468
   Dynamic Advisors Solutions LLC 45 - 2024-03-31 326,948 $14,562,000 14,917
   PURE FINANCIAL ADVISORS, INC. 45 - 2024-03-31 290,759 $12,950,000 29,221
   BSC PRIVATE WEALTH MANAGEMENT LLC 19 - 2023-12-31 293,820 $12,593,000 -25,114
   RAYMOND JAMES & ASSOCIATES 1026 - 2023-12-31 265,884 $11,396,000 1,901
   ENVESTNET ASSET MANAGEMENT INC 1369 - 2023-12-31 258,905 $11,097,000 -52,253
   OLD MISSION CAPITAL LLC 72 - 2023-12-31 189,520 $8,123,000 -55,853
   Wade Financial Advisory Inc 10 - 2023-12-31 175,402 $7,518,000 -25,801
   FLOW TRADERS U.S. LLC 63 - 2023-12-31 150,028 $6,430,000 88,761
   Foundations Investment Advisors LLC 101 - 2023-12-31 144,468 $6,089,000 -2,629
   Armbruster Capital Management Inc. 21 - 2023-12-31 139,025 $5,959,000 -7,009
   CALLAN CAPITAL, LLC 38 - 2023-12-31 138,705 $5,945,000 -4,731
   Equitable Holdings Inc. 202 - 2023-12-31 133,152 $5,707,000 7,926
   FMR LLC 1950 - 2023-12-31 114,498 $4,907,000 114,481
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1121 - 2023-12-31 114,253 $4,897,000 104,043
   Beacon Pointe Advisors LLC 289 - 2023-12-31 113,226 $4,853,000 -29,256
   HPM Partners LLC - 2023-12-31 108,038 $4,631,000 -6,093
   Callan Family Office LLC 24 - 2023-12-31 98,896 $4,239,000 13,923
   BANK OF AMERICA CORP /DE/ 2982 - 2023-12-31 97,595 $4,183,000 -3,646
   LPL FINANCIAL CORP 1819 - 2023-12-31 93,866 $4,023,000 -285
   Keebeck Wealth Management LLC 54 - 2023-12-31 77,082 $3,304,000 18,355
   Ascent Group LLC 72 - 2023-12-31 75,773 $3,271,000 -6,155
   PHILLIPS FINANCIAL MANAGEMENT LLC - 2023-12-31 75,067 $3,217,000 -39,053
   ARQ WEALTH ADVISORS LLC 19 - 2023-12-31 74,703 $3,202,000 9,209
   UBS Group AG 2542 - 2023-12-31 63,730 $2,731,000 -6,641
   RAYMOND JAMES TRUST CO 255 - 2023-12-31 57,520 $2,465,000 0
   COMMONWEALTH EQUITY SERVICES LLC. 1526 - 2023-12-31 56,684 $2,430,000 251
   Kingsview Wealth Management LLC 253 - 2023-12-31 52,770 $2,262,000 26,018
   HIGHTOWER ADVISORS, LLC 1356 - 2023-12-31 50,817 $2,201,000 751
   PFG Advisors 180 - 2023-12-31 40,412 $1,732,000 2,039
   CITADEL ADVISORS LLC 2496 - 2023-12-31 37,602 $1,612,000 -133,652
   Beirne Wealth Consulting Services LLC 25 - 2023-12-31 36,353 $1,559,000 19,455
   CAPTRUST FINANCIAL ADVISORS 1064 - 2023-12-31 33,641 $1,442,000 -45
   BANK OF NEW YORK MELLON CORP 2985 - 2023-12-31 33,431 $1,433,000 -16,041
   Advisor Group Holdings Inc. 2205 - 2023-12-31 31,549 $1,353,000 8,634
   Robertson Stephens Wealth Management LLC 185 - 2023-12-31 31,454 $1,348,000 686
   KICKSTAND VENTURES LLC. 45 - 2023-12-31 27,843 $1,193,000 -6,006
   PARK AVENUE SECURITIES LLC 588 - 2024-03-31 26,242 $1,169,000 -263
   TSA Wealth Managment LLC 30 - 2023-12-31 26,955 $1,155,000 0
   MARINER WEALTH ADVISORS, LLC 1337 - 2023-12-31 26,837 $1,150,000 3,735
   HIRTLE CALLAGHAN & CO INC 49 - 2023-12-31 25,502 $1,093,000 -1,539
   Quotient Wealth Partners LLC 114 - 2023-12-31 24,502 $1,050,000 0
   One Wealth Advisors LLC 77 - 2024-03-31 22,390 $997,000 -5,972
   Kestra Advisory Services LLC 1123 - 2023-12-31 22,940 $983,000 -904
   Cedar Brook Financial Partners LLC 125 - 2024-03-31 21,817 $972,000 935
   Wealth Alliance 157 - 2023-12-31 21,894 $938,000 -8,062
   JANE STREET GROUP LLC 3338 - 2023-12-31 20,194 $866,000 -198,511
   Williams & Novak LLC 34 - 2024-03-31 18,968 $813,000 0
   Cypress Wealth Services LLC 97 - 2024-03-31 17,645 $786,000 -997
   RHS Financial LLC 55 - 2024-03-31 17,256 $769,000 -3,635
   Stratos Wealth Partners LTD. 758 - 2024-03-31 15,453 $688,000 -1,774
   Mayflower Financial Advisors LLC - 2023-12-31 15,186 $651,000 1,754
   Affinity Capital Advisors LLC 74 - 2024-03-31 14,554 $648,000 -4,305
   US BANCORP 1382 - 2023-12-31 14,045 $602,000 -651
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1132 - 2023-12-31 13,613 $583,000 10,403
   BEACON FINANCIAL GROUP 195 *New 2023-12-31 12,979 $556,000 12,979
   Wescott Financial Advisory Group LLC 107 - 2023-12-31 11,143 $478,000 -4,587
   First Citizens Financial Corp 64 - 2023-12-31 10,919 $468,000 -245
   Merit Financial Group LLC 517 - 2023-12-31 10,669 $457,000 -839
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 1297 - 2023-09-30 10,755 $440,000 0
   Sanford Advisory Services LLC 90 *New 2022-12-31 10,167 $417,000 10,167
   MULTIFINANCIAL SECURITIES CORP 1231 - 2023-12-31 9,662 $414,000 225
   BOURGEON CAPITAL MANAGEMENT LLC 89 - 2024-03-31 8,739 $389,000 404
   REGAL INVESTMENT ADVISORS, LLC 372 - 2023-12-31 8,831 $379,000 -143
   Private Advisor Group LLC 1688 - 2023-12-31 8,084 $346,000 -1,076
   TRANSCEND WEALTH COLLECTIVE LLC 370 - 2023-12-31 7,611 $326,000 -464
   Horst & Graben Wealth Management LLC 102 *New 2023-12-31 7,223 $310,000 7,223
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2687 - 2023-12-31 7,233 $310,000 -137
   ROYAL BANK OF CANADA 4085 - 2023-12-31 7,186 $307,000 -37,107
   MERIDIAN MANAGEMENT CO 80 - 2023-12-31 6,976 $300,000 -431,200
   Farther Finance Advisors LLC 455 - 2023-12-31 6,869 $294,000 -394
   Seed Wealth Management Inc. 104 - 2024-03-31 6,000 $268,000 0
   J.W. COLE ADVISORS INC. 692 *New 2023-12-31 5,928 $254,000 5,928
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 2013 - 2024-03-31 5,635 $251,000 -50
   ADVISORY SERVICES NETWORK, LLC 1153 - 2023-12-31 5,816 $249,000 -978
   Csenge Advisory Group 570 - 2023-12-31 5,810 $249,000 -150
   SageView Advisory Group LLC 498 - 2023-12-31 5,844 $245,000 -435
   KM Capital Management Ltd. 42 - 2023-12-31 5,648 $242,000 -31,479
   FINANCIAL NETWORK 2449 - 2023-12-31 5,169 $222,000 222
   MML INVESTORS SERVICES LLC 2250 *New 2023-12-31 5,129 $220,000 5,129
   SCOTIA CAPITAL INC. 725 - 2023-12-31 5,010 $215,000 0
   GSA CAPITAL PARTNERS LLP 1296 *New 2023-12-31 4,912 $211,000 4,912
   FTB Advisors Inc. 522 *New 2023-12-31 3,969 $170,000 3,969
   Aspire Private Capital LLC 170 - 2024-03-31 3,291 $147,000 -6
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 972 - 2023-12-31 3,417 $146,000 -12
   VALLEY NATIONAL ADVISERS INC 287 - 2024-03-31 2,927 $130,000 -28
   ACROPOLIS INVESTMENT MANAGEMENT, LLC 265 *New 2024-03-31 2,900 $129,000 2,900
   Asset Dedication LLC 350 - 2024-03-31 2,716 $121,000 0
   EverSource Wealth Advisors LLC 608 - 2023-12-31 2,521 $108,000 -287
   PRINCIPAL SECURITIES INC. 1209 - 2023-12-31 2,096 $90,000 0

  100 Records found
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