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Get Institutions for : 
Ishares Msci Usa Index Fund (EUSA)  
$90.18 0.23 (0.25%) as of 4:30 Thu 5/16


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 84    11
Total shares held : 
4,287,987  
% of shares held : 
47.64%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  22  
Amount of shares held : 
731,167  
% of shares held change : 
  8.12%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$74.40  
Last Quarter's Ending Price : 
$84.44  
Last Quarter's Average Price
$77.29  
Change from last quarter's     
avg. price to the last closing  : 
12.89 (16.68%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
16
 696,788
 16.25%
 
Increased Positions :
32
 386,064
 9%
 
Unchanged Positions :
15
 154,064
 3.59%
 
Decreased Positions :
21
-231,621
-5.4%
 
Closed Positions :
5
-120,064
-2.8%
 
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
   MORGAN STANLEY 2112 - 2023-12-31 406,921 $34,361,000 -100,497
   DAVIDSON D A & CO 68 - 2023-12-31 336,720 $28,433,000 -6,293
   Ironwood Wealth Management llc 6 - 2024-03-31 130,014 $11,830,000 -1,938
   Running Point Capital Advisors LLC 8 - 2023-12-31 89,362 $7,546,000 -48,716
   PALLADIEM LLC 2 - 2023-09-30 88,170 $6,631,000 -997
   LPL FINANCIAL CORP 1630 - 2024-03-31 66,959 $6,093,000 -1,924
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1247 - 2024-03-31 37,256 $3,390,000 -8,963
   Sunbelt Securities Inc. 68 - 2024-03-31 30,996 $2,820,000 -1,407
   FIRST HEARTLAND CONSULTANTS INC 88 - 2024-03-31 29,014 $2,640,000 -401
   UBS Group AG 2583 - 2023-12-31 30,943 $2,613,000 -1,910
   J P MORGAN CHASE & CO 3051 - 2024-03-31 19,177 $1,745,000 -4,338
   John W. Brooker & Co. CPAs 30 - 2024-03-31 18,899 $1,720,000 -48
   Benchmark Financial Wealth Advisors LLC 25 - 2024-03-31 15,591 $1,419,000 -1,031
   PFG Advisors 257 - 2024-03-31 12,719 $1,157,000 -1,941
   CENTAURUS FINANCIAL INC. 275 - 2023-12-31 9,599 $811,000 -31
   MULTIFINANCIAL SECURITIES CORP 970 - 2023-12-31 7,863 $664,000 -511
   Elmwood Wealth Management Inc. 69 - 2023-12-31 5,909 $499,000 -10,666
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1206 - 2023-12-31 5,783 $488,000 -30
   Cornerstone Wealth Management LLC 348 - 2024-03-31 4,949 $450,000 -29
   Emerald Investment Partners LLC 207 - 2024-03-31 4,645 $423,000 -13
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2748 - 2024-03-31 3,712 $338,000 -73
   TOWER RESEARCH CAPITAL LLC 2478 - 2023-12-31 1,451 $123,000 -1,250

  22 Records found
  1    
  Page 1 of 1
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