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Get Institutions for : 
Ishares Core Msci International Developed Markets Etf (IDEV)  
$67.47 0.07 (0.1%) as of 4:30 Fri 5/10


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 364    23
Total shares held : 
143,176,393  
% of shares held : 
22.94%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  63  
Amount of shares held : 
4,488,753  
% of shares held change : 
  0.72%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$57.36  
Last Quarter's Ending Price : 
$63.66  
Last Quarter's Average Price
$59.62  
Change from last quarter's     
avg. price to the last closing  : 
7.85 (13.17%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
45
 328,491
 0.23%
 
Increased Positions :
144
 8,310,805
 5.8%
 
Unchanged Positions :
71
 5,063,405
 3.54%
 
Decreased Positions :
104
-3,819,120
-2.67%
 
Closed Positions :
22
-331,423
-0.23%
 
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
   BANK OF AMERICA CORP /DE/ 95 - 2023-12-31 32,782,617 $2,086,941,000 1,115,543
   CREATIVE PLANNING 13 - 2023-12-31 18,186,121 $1,157,728,000 201,942
   MORGAN STANLEY 358 - 2023-12-31 8,647,764 $550,517,000 366,481
   SEI INVESTMENTS CO 17 - 2024-03-31 6,704,272 $450,057,000 1,018,240
   BUCKINGHAM ASSET MANAGEMENT, LLC 14 - 2024-03-31 2,063,888 $138,549,000 374,099
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 58 - 2024-03-31 1,560,480 $104,755,000 43,547
   MCF Advisors LLC 3 - 2024-03-31 1,399,766 $93,966,000 14,154
   Stratos Wealth Partners LTD. 9 - 2024-03-31 1,359,017 $91,231,000 10,522
   TFC Financial Management 2 - 2024-03-31 1,352,949 $90,823,000 361,305
   Buckingham Strategic Partners 6 - 2023-12-31 1,395,104 $88,812,000 111,356
   UBS Group AG 475 - 2023-12-31 1,323,707 $84,267,000 56,815
   SageView Advisory Group LLC 6 - 2024-03-31 1,587,494 $79,295,000 1,571,022
   J P MORGAN CHASE & CO 972 - 2024-03-31 1,175,383 $78,903,000 259,349
   DAVIDSON INVESTMENT ADVISORS 1 - 2023-12-31 1,235,947 $78,680,000 99,308
   ENVESTNET ASSET MANAGEMENT INC 494 - 2023-12-31 1,091,498 $69,485,000 88,432
   LITMAN GREGORY ASSET MANAGEMENT LLC 5 - 2024-03-31 887,261 $59,562,000 64,730
   Clarius Group LLC 6 - 2024-03-31 882,687 $59,255,000 132,148
   MARINER WEALTH ADVISORS, LLC 158 - 2023-12-31 832,840 $53,019,000 44,883
   PNC FINANCIAL SERVICES GROUP INC 275 - 2024-03-31 703,627 $47,234,000 21,226
   HORIZON INVESTMENTS, LLC/SC 12 - 2023-12-31 721,176 $45,910,000 648,965
   ROCK CREEK GROUP, LP 5 - 2023-12-31 606,286 $38,841,000 35,543
   Foster Group Inc. 15 - 2024-03-31 574,195 $38,546,000 142,948
   COMMONWEALTH EQUITY SERVICES LLC. 305 - 2024-03-31 541,149 $36,327,000 19,560
   LPL FINANCIAL CORP 684 - 2024-03-31 520,990 $34,974,000 35,567
   Standpoint Asset Management LLC 5 - 2024-03-31 512,300 $34,391,000 18,400
   BB&T CORP 298 - 2023-12-31 511,111 $32,537,000 11,328
   CAPTRUST FINANCIAL ADVISORS 172 - 2023-12-31 468,400 $29,818,000 443,526
   Divergent Wealth Advisors LLC 5 - 2024-03-31 401,962 $26,984,000 8,056
   DDFG Inc 3 - 2024-03-31 397,447 $26,681,000 9,597
   HIGHTOWER ADVISORS, LLC 468 - 2024-03-31 302,969 $20,336,000 12,916
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 291 - 2023-12-31 282,178 $17,964,000 9,376
   DELAP WEALTH ADVISORY LLC 4 - 2023-12-31 262,507 $16,711,000 100,433
   MBL Wealth LLC 16 - 2024-03-31 230,463 $15,471,000 442
   Cornerstone Wealth Group LLC 12 - 2024-03-31 219,643 $14,745,000 1,685
   CLS INVESTMENT FIRM LLC 90 - 2022-12-31 240,504 $13,463,000 82,241
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 367 - 2024-03-31 190,008 $12,755,000 32,403
   BSW WEALTH PARTNERS 10 - 2024-03-31 184,468 $12,383,000 166,904
   ADVANTUS CAPITAL MANAGEMENT INC 49 - 2024-03-31 183,029 $12,287,000 4,550
   BRIGGS ADVISORY GROUP INC. 4 - 2023-09-30 203,969 $11,887,000 21,914
   Blue Investment Partners LLC 4 - 2023-12-31 179,207 $11,408,000 92,656
   FIRST NATIONAL BANK SIOUX FALLS 2 - 2024-03-31 158,707 $10,654,000 25,353
   Fortitude Family Office LLC 3 - 2024-03-31 149,037 $10,005,000 27,875
   Financial Advisors Network Inc. 13 - 2023-12-31 156,517 $9,964,000 19,736
   BANK OF NEW YORK MELLON CORP 1958 - 2024-03-31 147,357 $9,892,000 13,956
   Relyea Zuckerberg Hanson LLC 12 - 2024-03-31 134,650 $9,039,000 3,114
   Peirce Capital Management LLC 8 - 2024-03-31 134,513 $9,030,000 954
   FINANCIAL NETWORK 377 - 2023-12-31 140,819 $8,965,000 21,825
   Allegiance Financial Group Advisory Services LLC 12 - 2024-03-31 127,540 $8,562,000 15,005
   FOUNDERS FINANCIAL SECURITIES LLC 33 - 2024-03-31 122,971 $8,255,000 11,686
   Missouri Trust & Investment Co 5 - 2023-12-31 127,774 $8,134,000 8,372
   Steward Partners Investment Advisory LLC 201 - 2023-12-31 126,622 $8,061,000 9,051
   Patriot Investment Management Inc. 30 - 2024-03-31 119,797 $8,042,000 3,753
   CarsonAllaria Wealth Management Ltd. 4 - 2024-03-31 119,242 $8,005,000 9,305
   KICKSTAND VENTURES LLC. 13 - 2023-12-31 120,017 $7,640,000 111,531
   LEGACY PRIVATE TRUST CO. 41 - 2024-03-31 113,257 $7,603,000 2,478
   MULTIFINANCIAL SECURITIES CORP 203 - 2023-12-31 111,711 $7,112,000 13,072
   Premier Path Wealth Partners LLC 15 - 2024-03-31 102,705 $6,898,000 9,054
   Baltimore-Washington Financial Advisors Inc. 65 - 2024-03-31 102,275 $6,866,000 1,461
   Lakeridge Wealth Management LLC 5 - 2024-03-31 101,489 $6,813,000 743
   NORTHWEST WEALTH MANAGEMENT LLC 15 - 2023-12-31 97,928 $6,234,000 13,444
   H D Vest Advisory Services 279 - 2024-03-31 85,738 $5,756,000 13,907
   Heritage Investment Group Inc. 14 - 2024-03-31 84,771 $5,691,000 16,214
   Baird Financial Group Inc. 632 - 2023-12-31 88,470 $5,632,000 294
   Avenue 1 Advisors LLC 11 - 2024-03-31 83,165 $5,583,000 8,637
   Running Point Capital Advisors LLC 11 - 2023-12-31 85,551 $5,446,000 78,803
   Simplicity WealthLLC 157 - 2024-03-31 80,649 $5,414,000 75,933
   FAMILY WEALTH PARTNERS LLC 11 - 2024-03-31 76,054 $5,106,000 29,771
   Perigon Wealth Management LLC 147 - 2024-03-31 70,792 $4,752,000 6,963
   MBA Advisors LLC 12 - 2024-03-31 70,735 $4,748,000 3,344
   Sawtooth Asset Management Inc. 143 - 2023-12-31 73,744 $4,695,000 4,040
   BESSEMER GROUP INC 381 - 2023-12-31 70,154 $4,466,000 12,912
   OMNI 360 Wealth Inc. 5 - 2024-03-31 65,711 $4,411,000 5,389
   OLD MISSION CAPITAL LLC 151 - 2023-12-31 69,231 $4,407,000 69,231
   HPM Partners LLC - 2023-12-31 69,015 $4,394,000 9,701
   Integrated Wealth Concepts LLC 259 - 2023-12-31 67,354 $4,288,000 37,017
   Traveka Wealth LLC 12 - 2024-03-31 62,574 $4,201,000 5,571
   Private Advisor Group LLC 549 - 2024-03-31 58,000 $3,894,000 5,820
   Gladstone Institutional Advisory LLC 122 - 2023-12-31 60,618 $3,859,000 3,898
   ELEVATE WEALTH ADVISORY INC 10 - 2024-03-31 56,021 $3,761,000 7,578
   BURNS WEALTH MANAGEMENT, INC. 168 - 2024-03-31 48,457 $3,253,000 7,761
   Gainplan LLC 10 - 2024-03-31 43,585 $2,926,000 1,478
   HILLTOP WEALTH ADVISORS LLC 17 - 2024-03-31 40,812 $2,740,000 702
   Cosner Financial Group LLC 13 - 2024-03-31 37,668 $2,529,000 2,770
   Goss Wealth Management LLC 593 - 2023-12-31 38,513 $2,418,000 8,096
   LEAVELL T & ASSOCIATES INC 156 - 2024-03-31 34,126 $2,291,000 1,146
   DRAVO BAY LLC 18 - 2024-03-31 32,872 $2,207,000 10,330
   HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 139 - 2024-03-31 32,208 $2,162,000 458
   Envestnet Portfolio Solutions Inc. 613 - 2024-03-31 32,177 $2,160,000 4,094
   HIRTLE CALLAGHAN & CO INC 32 - 2024-03-31 31,808 $2,135,000 15,645
   COMERICA BANK 1136 - 2023-12-31 32,839 $2,091,000 1,566
   KRAFT ASSET MANAGEMENT LLC 11 - 2023-12-31 32,394 $2,062,000 4,201
   Lauterbach Financial Advisors LLC 12 - 2024-03-31 27,630 $1,855,000 9,445
   Strategies Wealth Advisors LLC 35 - 2024-03-31 24,661 $1,655,000 182
   FC Advisory LLC 31 - 2024-03-31 24,152 $1,621,000 2,181
   VanderPol Investments L.L.C. 7 - 2024-03-31 23,923 $1,606,000 339
   TFB Advisors LLC 40 - 2024-03-31 24,638 $1,597,000 4,830
   RF&L WEALTH MANAGEMENT LLC 22 - 2024-03-31 22,212 $1,491,000 1,523
   National Wealth Management Group LLC 21 - 2023-12-31 23,089 $1,470,000 3,194
   Rede Wealth LLC 20 - 2024-03-31 21,794 $1,463,000 4,984
   JANNEY MONTGOMERY SCOTT LLC 1316 - 2024-03-31 21,365 $1,434,000 2,663

  100 Records found
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