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Get Institutions for : 
Ishares Msci Emerging Markets Ex China (EMXC)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 618    144
Total shares held : 
139,176,178  
% of shares held : 
15.46%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  308  
Amount of shares held : 
46,465,937  
% of shares held change : 
  5.16%  
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 :
181
 10,428,959
 7.49%
 
Increased Positions :
260
 39,340,760
 28.27%
 
Unchanged Positions :
81
 2,600,021
 1.87%
 
Decreased Positions :
96
-2,333,349
-1.68%
 
Closed Positions :
37
-970,433
-0.7%
 
Guru Positions :
2
654,934
 0.47%
 
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
   PARTNERS CAPITAL INVESTMENT GROUP LLP 2 - 2023-12-31 9,569,868 $530,266,000 -255,387
   MENORA MIVTACHIM HOLDINGS LTD. 14 - 2023-12-31 4,471,630 $247,773,000 -561,350
   RICHARD BERNSTEIN ADVISORS LLC 7 - 2023-12-31 3,186,864 $176,584,000 -179,252
   AMERIPRISE FINANCIAL INC 363 - 2023-12-31 3,036,967 $168,278,000 -105,925
   Russell Investments Group Ltd. 122 - 2023-12-31 1,737,744 $96,288,000 -173,487
   EVOKE WEALTH LLC 26 - 2023-12-31 721,758 $39,993,000 -5,272
   Desjardins Global Asset Management Inc. 6 - 2023-12-31 604,446 $33,492,000 -7,992
   OPPENHEIMER ASSET MANAGEMENT INC 52 - 2023-12-31 504,749 $27,968,000 -14,841
   Artemis Wealth Advisors LLC 3 - 2024-03-31 348,242 $20,048,000 -147,970
   STRATEGIC INVESTMENT MANAGEMENT 3 - 2024-03-31 324,390 $18,331,000 -24,480
   State of Wyoming 3 - 2023-12-31 228,908 $12,684,000 -96,415
   WALLINGTON ASSET MANAGEMENT LLC 21 - 2024-03-31 218,730 $12,592,000 -60
   MA GREENWOOD & ASSOCIATES INC 35 - 2023-12-31 203,080 $11,253,000 -17,208
   BURNS WEALTH MANAGEMENT, INC. 67 - 2023-12-31 202,053 $11,196,000 -2,274
   Trail Ridge Investment Advisors LLC 5 - 2023-12-31 146,327 $8,108,000 -452
   LAKE STREET FINANCIAL LLC 18 - 2024-03-31 128,878 $7,419,000 -24,946
   Citizens Business Bank 17 - 2024-03-31 128,155 $7,378,000 -627
   JNB Advisors LLC 44 - 2024-03-31 114,701 $6,603,000 -34,620
   VESTOR CAPITAL CORP 45 - 2023-12-31 116,191 $6,438,000 -5,060
   MERCER GLOBAL ADVISORS INC /ADV 410 - 2023-12-31 113,765 $6,304,000 -25,441
   DRIEHAUS CAPITAL MANAGEMENT LLC 259 - 2023-12-31 111,744 $6,192,000 -56,050
   Harwood Advisory Group LLC 19 - 2023-12-31 107,612 $5,963,000 -1,074
   NOTTINGHAM ADVISORS INC 30 - 2023-12-31 117,439 $5,794,000 -819
   Resource Planning Group 7 - 2023-12-31 103,585 $5,740,000 -23,677
   NELSON ROBERTS INVESTMENT ADVISORS, LLC - 2023-12-31 94,822 $5,254,000 -235
   New Potomac Partneres LLC 5 - 2024-03-31 86,595 $4,985,000 -519
   Fiduciary Alliance LLC 36 - 2024-03-31 85,995 $4,938,000 -1,132
   SHELTON WEALTH MANAGEMENT LLC 8 - 2023-12-31 85,687 $4,748,000 -23,785
   PRUDENTIAL CORP PLC 264 - 2023-12-31 79,050 $4,380,000 -196,200
   MONTECITO BANK & TRUST 27 - 2024-03-31 75,903 $4,370,000 -2,938
   Rockefeller Capital Management L.P. 691 - 2023-12-31 73,413 $4,068,000 -127,929
   REX CAPITAL ADVISORS LLC 7 - 2022-12-31 78,551 $3,729,000 -129,772
   Legacy Financial Advisors Inc. 21 - 2023-12-31 66,459 $3,683,000 -21,251
   Midwest Professional Planners LTD. 23 - 2023-12-31 50,697 $2,809,000 -2,398
   Ausdal Financial Partners Inc. 82 - 2024-03-31 45,818 $2,638,000 -4,043
   CoreCap Advisors LLC 133 - 2023-12-31 40,578 $2,248,000 -313
   Community Bank N.A. 90 - 2023-12-31 38,225 $2,118,000 -30
   Beaumont Capital Management LLC 27 - 2023-12-31 31,277 $1,733,000 -1,032
   Richard W. Paul & Associates LLC - 2023-12-31 29,407 $1,629,000 -318
   Phoenix Holdings Ltd. 203 - 2023-12-31 27,708 $1,535,000 -263
   C2P Capital Advisory Group LLC d.b.a. Prosperity C 118 - 2024-03-31 21,549 $1,241,000 -53,833
   Hartland & Co. LLC 204 - 2023-12-31 21,262 $1,178,000 -185
   MONETA GROUP INVESTMENT ADVISORS INC 223 - 2023-12-31 20,560 $1,139,000 -897
   FINANCEWARE, INC. 29 - 2024-03-31 19,330 $1,113,000 -5,550
   J2 Capital Management Inc 15 - 2023-09-30 19,010 $947,000 -1,614
   NVWM LLC 114 - 2023-12-31 16,785 $930,000 -995
   Belpointe Asset Management LLC 233 - 2023-12-31 16,143 $895,000 -86
   Empower Advisory Group LLC 240 - 2024-03-31 14,824 $853,000 -1,709
   Polaris Wealth Advisers LLC 123 - 2023-09-30 16,111 $803,000 -977
   SAVANT CAPITAL MANAGEMENT INC 464 - 2023-12-31 14,067 $779,000 -132
   TELOS CAPITAL MANAGEMENT, INC. 124 - 2024-03-31 13,480 $776,000 -424
   HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 238 - 2024-03-31 12,723 $732,000 -89
   GeoWealth Management LLC 266 - 2023-12-31 12,504 $693,000 -872
   Qube Research & Technologies Ltd 1810 - 2023-12-31 12,477 $691,000 -26,783
   Campion Asset Management LLC 34 - 2023-12-31 11,740 $651,000 -1,975
   PEAK FINANCIAL ADVISORS LLC 41 - 2024-03-31 10,943 $630,000 -68
   BP WEALTH MANAGEMENT LLC 428 - 2023-12-31 10,918 $605,000 -753
   Strategic Wealth Partners Ltd. 164 - 2023-03-31 11,620 $573,000 -6,905
   MATHER GROUP, INC. 312 - 2024-03-31 10,287 $570,000 -760
   Vantage Financial Partners Ltd. Inc. 68 - 2023-12-31 9,754 $540,000 -260
   Cornerstone Wealth Management LLC 319 - 2024-03-31 9,365 $539,000 -2,720
   PANORAMIC INVESTMENT ADVISORS LLC 58 - 2024-03-31 9,132 $526,000 -5,975
   Vontobel Holding Ltd. 869 - 2023-12-31 8,667 $480,000 -2,150
   EXCHANGE CAPITAL MANAGEMENT INC 146 - 2024-03-31 8,195 $472,000 -52
   SJS Investment Consulting Inc. 52 - 2024-03-31 7,807 $449,000 -165
   U.S. Capital Wealth Advisors LLC 478 - 2023-12-31 7,781 $431,000 -4,716
   Beacon Pointe Advisors LLC 938 - 2023-12-31 7,527 $417,000 -204
   Strategic Wealth Partners Group LLC 60 - 2024-03-31 6,820 $393,000 -1,809
   SAGE FINANCIAL GROUP INC 80 - 2024-03-31 6,647 $383,000 -245
   CAPE COD FIVE CENTS SAVINGS BANK 143 - 2023-12-31 6,851 $380,000 -1,527
   FINANCIAL ENGINES ADVISORS L.L.C. 251 - 2023-12-31 6,516 $361,000 -1,015
   Laurel Wealth Planning LLC 43 - 2024-03-31 6,261 $360,000 -1,871
   EP WEALTH ADVISORS, INC. 578 - 2023-12-31 6,110 $339,000 -269
   Heartwood Wealth Advisors LLC 109 - 2024-03-31 5,835 $336,000 -2,133
   Capital Investment Advisors LLC 466 - 2024-03-31 5,551 $320,000 -244
   Beaumont Financial Advisors LLC 258 - 2023-12-31 5,539 $307,000 -528
   EWA LLC 64 - 2023-12-31 5,490 $301,000 -37,084
   ALESCO ADVISORS LLC 150 - 2023-12-31 5,200 $288,000 -2,867
   THOMAS WHITE INTERNATIONAL LTD 197 - 2023-06-30 5,426 $282,000 -646
   Ramirez Asset Management Inc. 206 - 2023-12-31 4,923 $273,000 -381
   GREENWICH WEALTH MANAGEMENT LLC 192 - 2023-12-31 4,901 $272,000 -7,789
   Fifth Third Securities Inc. 228 - 2024-03-31 4,585 $264,000 -4,444
   AXXCESS WEALTH MANAGEMENT LLC 683 - 2023-12-31 4,739 $263,000 -4,005
   FMR LLC 2718 - 2023-12-31 4,713 $261,000 -984
   PARSONS CAPITAL MANAGEMENT INC/RI 403 - 2024-03-31 4,250 $245,000 -250
   Full Sail Capital LLC 146 - 2023-12-31 4,406 $244,000 -511
   CATALYST FINANCIAL PARTNERS LLC 224 - 2024-03-31 3,632 $201,000 -261
   Bogart Wealth LLC 228 - 2024-03-31 2,525 $145,000 -356
   Financial Advisory Service Inc. 312 - 2024-03-31 1,931 $111,000 -65
   HANSON MCCLAIN, INC. 1012 - 2024-03-31 1,757 $101,000 -1,733
   TD Waterhouse Canada Inc. 908 - 2024-03-31 1,228 $96,000 -17
   Bell Investment Advisors Inc 145 - 2023-12-31 1,569 $87,000 -27
   HOLLENCREST SECURITIES LLC 446 - 2024-03-31 1,071 $62,000 -142
   DZ BANK AG Deutsche Zentral Genossenschafts Bank F 825 - 2023-12-31 997 $55,000 -1,641
   Coastal Capital Group Inc. 209 - 2023-06-30 1,045 $54,000 -22
   Red Tortoise LLC 105 - 2024-03-31 906 $52,000 -20,023
   Biltmore Family Office LLC 209 - 2023-12-31 500 $28,000 -1,000
   FWL INVESTMENT MANAGEMENT LLC 129 - 2023-12-31 376 $21,000 -932
   SYSTM Wealth Solutions LLC 803 - 2024-03-31 124 $7,000 -640
   Covestor Ltd 1754 - 2023-12-31 103 $6,000 -11

  100 Records found
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