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Get Institutions for : 
Ishares Core Msci Eafe (IEFA)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 1634    28
Total shares held : 
 1,297,180,525  
% of shares held : 
 10.9%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   149  
Amount of shares held : 
 41,299,860  
% of shares held change : 
   0.35%  
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 :
83
 3,644,063
 0.28%
 
Increased Positions :
709
 73,014,655
 5.63%
 
Unchanged Positions :
254
 30,006,695
 2.31%
 
Decreased Positions :
588
-31,362,792
-2.42%
 
Closed Positions :
55
-3,996,066
-0.31%
 
Guru Positions :
1
230,932
 0.02%
 
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/ 6 - 2023-12-31 169,236,422 $11,905,782,000 4,852,741
   MORGAN STANLEY 27 - 2023-12-31 87,710,837 $6,170,458,000 -653,305
   JONES FINANCIAL COMPANIES LLLP 4 - 2023-12-31 76,887,097 $5,409,007,000 3,655,216
   TIAA TRUST NATIONAL ASSOCIATION - 2023-12-31 58,350,633 $4,104,967,000 81,760
   TIAA FSB 1 - 2023-06-30 58,979,851 $3,981,140,000 -1,932,007
   WELLS FARGO & CO/MN 12 - 2023-12-31 56,399,935 $3,967,735,000 3,893,711
   GOLDMAN SACHS GROUP INC/ 19 - 2023-12-31 38,546,896 $2,711,774,000 12,659,503
   BLACKROCK INC. 273 - 2023-12-31 37,296,977 $2,623,842,000 -2,466,643
   ENVESTNET ASSET MANAGEMENT INC 12 - 2023-12-31 34,921,515 $2,456,729,000 -314,295
   LPL FINANCIAL CORP 7 - 2023-12-31 34,496,671 $2,426,841,000 1,132,095
   US BANCORP 7 - 2023-12-31 30,507,082 $2,146,182,000 1,543,838
   RAYMOND JAMES & ASSOCIATES 5 - 2023-12-31 29,518,120 $2,076,600,000 673,843
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 9 - 2023-12-31 27,083,641 $1,905,334,000 1,195,586
   UBS Group AG 21 - 2023-12-31 23,724,012 $1,668,984,000 -1,842,001
   BANK OF NEW YORK MELLON CORP 62 - 2023-12-31 22,155,047 $1,558,608,000 2,402,136
   FMR LLC 188 - 2023-12-31 17,383,899 $1,222,957,000 2,318,567
   J P MORGAN CHASE & CO 166 - 2023-12-31 17,361,300 $1,221,368,000 5,807,893
   M&T BANK CORP 2 - 2023-12-31 15,603,168 $1,097,682,000 231,092
   PNC FINANCIAL SERVICES GROUP INC 18 - 2023-12-31 15,056,787 $1,059,245,000 -350,787
   Envestnet Portfolio Solutions Inc. 5 - 2023-12-31 12,366,857 $870,008,000 401,049
   Betterment LLC 12 - 2023-12-31 12,049,132 $847,656,000 -246,270
   STIFEL FINANCIAL CORP 14 - 2023-12-31 9,639,114 $678,112,000 224,106
   STATE OF NEW JERSEY COMMON PENSION FUND D 5 - 2023-12-31 9,500,471 $668,358,000 0
   AMERIPRISE FINANCIAL INC 114 - 2023-12-31 8,987,323 $633,432,000 -177,174
   BB&T CORP 19 - 2023-12-31 7,713,863 $542,670,000 -470,931
   HPM Partners LLC - 2023-12-31 7,510,233 $528,345,000 3,879,901
   ROYAL BANK OF CANADA 152 - 2023-12-31 7,375,763 $518,886,000 220,814
   MARINER WEALTH ADVISORS, LLC 9 - 2023-12-31 7,351,991 $517,213,000 301,803
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 7 - 2023-12-31 7,347,610 $516,904,000 63,866
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 16 - 2023-12-31 6,787,453 $477,497,000 -37,267
   HIGHTOWER ADVISORS, LLC 13 - 2023-12-31 6,598,766 $464,172,000 163,850
   ALLIANCEBERNSTEIN L.P. 113 - 2023-12-31 6,486,898 $456,353,000 -238,649
   KEYBANK NATIONAL ASSOCIATION/OH 10 - 2023-12-31 5,941,894 $418,013,000 1,001,061
   BALLENTINE FINN & COMPANY INC 2 - 2024-03-31 5,571,630 $413,526,000 153,176
   FIRST CITIZENS BANK & TRUST CO - 2023-12-31 5,774,341 $406,225,000 189,545
   BANK OF MONTREAL /CAN/ 89 - 2023-12-31 5,706,511 $402,651,000 -1,328,114
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 172 - 2023-12-31 5,499,206 $386,869,000 -332,339
   FRANKLIN RESOURCES INC 152 - 2023-12-31 5,387,028 $378,977,000 -210,213
   Baird Financial Group Inc. 20 - 2023-12-31 5,194,697 $365,447,000 451,382
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 5 - 2023-12-31 4,603,168 $323,833,000 -3,206,522
   Advisor Group Holdings Inc. 27 - 2023-12-31 4,545,757 $319,865,000 -1,418,636
   SEI INVESTMENTS CO 28 - 2023-12-31 4,516,205 $317,715,000 -189,210
   Cresset Asset Management LLC 8 - 2023-12-31 4,491,870 $316,003,000 -257,457
   Allspring Global Investments Holdings LLC - 2023-12-31 4,331,552 $304,725,000 1,468,629
   NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY 4 - 2023-12-31 4,293,138 $302,022,000 -738,800
   CORNERSTONE PARTNERS CAPITAL MANAGEMENT LLC 2 - 2023-12-31 4,226,981 $297,368,000 -226,513
   ALESCO ADVISORS LLC 2 - 2023-12-31 4,223,998 $297,158,000 108,801
   GRIMES & COMPANY INC - 2023-12-31 3,825,583 $269,130,000 22,332
   H D Vest Advisory Services 7 - 2023-12-31 3,755,834 $264,223,000 188,076
   MEMBERS Trust Co 6 - 2023-12-31 3,737,802 $262,880,000 -437,185
   NUVEEN ASSET MANAGEMENT, LLC 200 - 2023-12-31 3,711,085 $261,075,000 -85,476
   HIRTLE CALLAGHAN & CO INC 2 - 2023-12-31 3,666,536 $257,941,000 23,851
   NORTHERN TRUST CORP 369 - 2023-12-31 3,539,585 $249,010,000 1,200,708
   AMERIVEST INVESTMENT MANAGEMENT LLC 8 - 2023-06-30 3,641,061 $245,772,000 -143,939
   PUTNAM FL INVESTMENT MANAGEMENT CO 2 - 2023-12-31 3,472,974 $244,324,000 597,429
   FIDUCIARY TRUST CO 6 - 2023-12-31 3,470,744 $244,167,000 162,728
   CREATIVE PLANNING 43 - 2023-12-31 3,202,082 $225,266,000 346,194
   Alaska Permanent Fund Corp 10 - 2024-03-31 3,008,014 $223,255,000 -823,992
   STATE BANK & TRUST - 2023-12-31 3,066,597 $215,735,000 46,466
   MISSION WEALTH MANAGEMENT LLC 3 - 2023-12-31 2,920,098 $205,429,000 271,141
   WELLINGTON MANAGEMENT CO LLP 389 - 2023-12-31 2,872,117 $202,053,000 1,247,226
   COMMONWEALTH EQUITY SERVICES LLC. 47 - 2023-12-31 2,851,877 $200,630,000 133,514
   SIGNATUREFD, LLC 6 - 2023-12-31 2,834,110 $199,380,000 -84,514
   FIFTH THIRD BANCORP 24 - 2023-12-31 2,735,301 $192,428,000 -854,422
   HAVERFORD TRUST CO 15 - 2023-12-31 2,676,257 $188,275,000 60,601
   GREENLEAF TRUST 3 - 2023-12-31 2,645,262 $186,094,000 40,099
   First Command Advisory Services Inc. 6 - 2023-12-31 2,618,950 $184,243,000 132,712
   Quotient Wealth Partners LLC 3 - 2023-12-31 2,554,628 $179,718,000 0
   FIRST HAWAIIAN BANK 2 - 2024-03-31 2,395,718 $177,810,000 -220,848
   Passaic Partners LLC 2 - 2023-12-31 2,494,020 $175,454,000 254,020
   CREDIT SUISSE/ 104 - 2023-12-31 2,474,000 $174,046,000 0
   PURE FINANCIAL ADVISORS, INC. 3 - 2023-12-31 2,461,180 $173,144,000 204,407
   MML INVESTORS SERVICES LLC 13 - 2023-12-31 2,454,380 $172,666,000 156,882
   MODERA WEALTH MANAGEMENT, LLC 6 - 2023-12-31 2,453,008 $172,569,000 2,453,008
   RIVERFRONT INVESTMENT GROUP, LLC 4 - 2023-12-31 2,407,979 $169,401,000 -12,756
   First Command Financial Services Inc. 1 - 2023-06-30 2,351,159 $158,703,000 241,530
   First Command Bank 1 - 2023-06-30 2,351,159 $158,703,000 241,530
   BROWN BROTHERS HARRIMAN & CO 27 - 2023-12-31 2,218,812 $156,093,000 -220,083
   CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 5 - 2023-12-31 2,213,435 $155,715,000 14,080
   NATIONAL BANK OF CANADA /FI/ 78 - 2023-12-31 2,230,388 $155,163,000 1,208,935
   MANUFACTURERES LIFE INSURANCE CO 159 - 2023-12-31 2,110,768 $148,493,000 140,781
   CITIZENS FINANCIAL GROUP INC/RI 4 - 2023-12-31 2,103,701 $147,995,000 -43,415
   Matson Money. Inc. 9 - 2023-12-31 2,098,506 $147,630,000 0
   NATIXIS ASSET MANAGEMENT ADVISORS LP 50 - 2023-12-31 2,017,760 $141,949,000 -542,244
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 62 - 2023-09-30 2,091,147 $134,565,000 -3,526
   MACQUARIE GROUP LTD 176 - 2023-12-31 1,903,410 $133,905,000 -16,706
   ALASKA PERMANENT CAPITAL MANAGEMENT 2 - 2023-12-31 1,891,838 $132,965,000 10,087
   MIDLAND WEALTH ADVISORS LLC 4 - 2023-12-31 1,881,903 $132,392,000 0
   TRUEPOINT, INC. 9 - 2023-12-31 1,847,750 $129,989,000 127,506
   CKW FINANCIAL GROUP - 2023-12-31 1,745,772 $122,815,000 6,096
   Rockefeller Capital Management L.P. 48 - 2023-12-31 1,679,909 $118,182,000 273,174
   MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. - 2023-12-31 1,677,728 $118,028,000 -14,760
   HALBERT, HARGROVE/RUSSELL LLC - 2023-12-31 1,654,247 $116,376,000 -83,109
   FINANCIAL NETWORK 18 - 2023-12-31 1,649,903 $116,071,000 -55,375
   Heritage Wealth Advisors 3 - 2023-12-31 1,647,831 $115,925,000 -3,134
   FIRST BUSINESS FINANCIAL SERVICES INC. 2 - 2023-12-31 1,638,650 $115,279,000 3,590
   Streettalk Advisors LLC 2 - 2023-12-31 1,550,005 $109,043,000 67,688
   Personal Capital Advisors Corp 35 - 2022-12-31 1,764,904 $108,789,000 1,748,763
   JANNEY MONTGOMERY SCOTT LLC 58 - 2023-12-31 1,538,213 $108,213,000 53,559
   MONETA GROUP INVESTMENT ADVISORS INC 12 - 2023-12-31 1,530,234 $107,652,000 202,739
  100 Records found
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