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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
   CWM LLC 80 - 2024-03-31 1,121,936 $49,971,000 -77,387
   WELLS FARGO & CO/MN 899 - 2024-03-31 697,611 $31,072,000 -56,826
   MORGAN STANLEY 2301 - 2023-12-31 658,708 $28,232,000 -8,784
   J P MORGAN CHASE & CO 1558 - 2024-03-31 540,683 $24,082,000 -166,891
   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
   Trilogy Capital Inc. 30 - 2024-03-31 363,541 $16,192,000 -27,252
   Ullmann Financial Group Inc. 12 - 2024-03-31 352,658 $15,707,000 -46,647
   MERCER GLOBAL ADVISORS INC /ADV 234 - 2023-12-31 341,427 $14,634,000 -60,468
   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
   CALLAN CAPITAL, LLC 36 - 2024-03-31 137,690 $6,133,000 -1,015
   Foundations Investment Advisors LLC 101 - 2023-12-31 144,468 $6,089,000 -2,629
   Armbruster Capital Management Inc. 22 - 2024-03-31 135,610 $6,040,000 -3,415
   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 22 - 2024-03-31 94,691 $4,218,000 -4,205
   BANK OF AMERICA CORP /DE/ 2982 - 2023-12-31 97,595 $4,183,000 -3,646
   Ascent Group LLC 72 - 2023-12-31 75,773 $3,271,000 -6,155
   PHILLIPS FINANCIAL MANAGEMENT LLC 64 - 2024-03-31 70,041 $3,120,000 -5,026
   UBS Group AG 2542 - 2023-12-31 63,730 $2,731,000 -6,641
   COMMONWEALTH EQUITY SERVICES LLC. 1686 - 2024-03-31 50,627 $2,255,000 -6,057
   CITADEL ADVISORS LLC 2496 - 2023-12-31 37,602 $1,612,000 -133,652
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2024 - 2024-03-31 35,614 $1,586,000 -78,639
   CAPTRUST FINANCIAL ADVISORS 1064 - 2023-12-31 33,641 $1,442,000 -45
   Advisor Group Holdings Inc. 2051 - 2024-03-31 29,434 $1,312,000 -2,115
   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
   BANK OF NEW YORK MELLON CORP 3062 - 2024-03-31 25,750 $1,147,000 -7,681
   HIRTLE CALLAGHAN & CO INC 37 - 2024-03-31 25,331 $1,128,000 -171
   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
   JANE STREET GROUP LLC 3338 - 2023-12-31 20,194 $866,000 -198,511
   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
   Affinity Capital Advisors LLC 74 - 2024-03-31 14,554 $648,000 -4,305
   US BANCORP 1400 - 2024-03-31 13,136 $585,000 -909
   BEACON FINANCIAL GROUP 208 - 2024-03-31 11,825 $527,000 -1,154
   TSA Wealth Managment LLC 40 - 2024-03-31 11,431 $509,000 -15,524
   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
   Wealth Alliance 329 - 2024-03-31 8,661 $386,000 -13,233
   REGAL INVESTMENT ADVISORS, LLC 372 - 2023-12-31 8,831 $379,000 -143
   Private Advisor Group LLC 1741 - 2024-03-31 7,785 $347,000 -299
   Mayflower Financial Advisors LLC 265 - 2024-03-31 7,447 $332,000 -7,739
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2779 - 2024-03-31 7,152 $319,000 -81
   ROYAL BANK OF CANADA 4085 - 2023-12-31 7,186 $307,000 -37,107
   Farther Finance Advisors LLC 455 - 2023-12-31 6,869 $294,000 -394
   Horst & Graben Wealth Management LLC 112 - 2024-03-31 6,537 $291,000 -686
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 2013 - 2024-03-31 5,635 $251,000 -50
   KM Capital Management Ltd. 42 - 2023-12-31 5,648 $242,000 -31,479
   Csenge Advisory Group 649 - 2024-03-31 4,915 $219,000 -895
   ADVISORY SERVICES NETWORK, LLC 1326 - 2024-03-31 4,599 $205,000 -1,217
   Sheridan Capital Management LLC 26 - 2024-03-31 4,500 $200,000 -4,066
   Aspire Private Capital LLC 170 - 2024-03-31 3,291 $147,000 -6
   VALLEY NATIONAL ADVISERS INC 287 - 2024-03-31 2,927 $130,000 -28
   EverSource Wealth Advisors LLC 608 - 2023-12-31 2,521 $108,000 -287
   Cape Investment Advisory Inc. 612 - 2023-12-31 304 $13,000 -84
   Qube Research & Technologies Ltd 3235 - 2023-12-31 153 $7,000 -6,996
   Ruedi Wealth Management Inc. 221 - 2024-03-31 56 $3,000 -6
   Spire Wealth Management 2116 - 2024-03-31 44 $2,000 -137
  63 Records found
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