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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
   Monashee Investment Management LLC 4 *New 2023-12-31 782,380 $55,040,000 782,380
   ALLSTATE INVESTMENT MANAGEMENT CO 14 *New 2022-12-31 536,826 $33,090,000 536,826
   Benchmark Investment Advisors LLC 9 *New 2023-12-31 338,373 $23,805,000 338,373
   MESIROW FINANCIAL INVESTMENT MANAGEMENT INTERNATIO 52 *New 2024-03-31 306,659 $22,760,000 306,659
   COLONY GROUP, LLC 119 *New 2023-12-31 240,547 $16,922,000 240,547
   BANK HAPOALIM BM *New 2023-12-31 236,000 $16,603,000 236,000
   Simplicity WealthLLC 117 *New 2024-03-31 99,629 $7,394,000 99,629
   DRW SECURITIES, LLC 28 *New 2023-12-31 80,160 $5,639,000 80,160
   Aspen Wealth Strategies LLC 6 *New 2023-12-31 76,564 $5,386,000 76,564
   SkyView Investment Advisors LLC 15 *New 2023-12-31 52,315 $3,680,000 52,315
   GTS SECURITIES LLC 279 *New 2023-12-31 44,142 $3,105,000 44,142
   Global Assets Advisory LLC 123 *New 2024-03-31 219,232 $2,967,000 219,232
   Rinkey Investments 22 *New 2023-12-31 29,531 $2,078,000 29,531
   First Bank & Trust 60 *New 2024-03-31 25,271 $1,876,000 25,271
   JRM Investment Counsel LLC 14 *New 2023-12-31 24,421 $1,718,000 24,421
   One Day In July LLC 54 *New 2024-03-31 19,266 $1,430,000 19,266
   IPG Investment Advisors LLC 90 *New 2023-12-31 10,664 $750,000 10,664
   KNIGHTSBRIDGE ASSET MANAGEMENT LLC 64 *New 2023-12-31 9,980 $702,000 9,980
   Beverly Hills Private Wealth LLC 130 *New 2023-12-31 9,331 $656,000 9,331
   Waycross Investment Management Co 42 *New 2024-03-31 8,525 $633,000 8,525
   COMMUNITY FINANCIAL SERVICES GROUP, LLC 103 *New 2024-03-31 7,363 $546,000 7,363
   Selective Wealth Management 58 *New 2024-03-31 7,467 $544,000 7,467
   FIRST AMERICAN TRUST CO 120 *New 2023-12-31 7,714 $543,000 7,714
   CHARLES SCHWAB INVESTMENT ADVISORY, INC. 71 *New 2023-12-31 7,390 $520,000 7,390
   Scissortail Wealth Management LLC 97 *New 2023-12-31 6,923 $487,000 6,923
   AMERICAN NATIONAL BANK & TRUST CO /VA/ 99 *New 2024-03-31 6,294 $467,000 6,294
   UNIVEST CORP OF PENNSYLVANIA 68 *New 2023-12-31 6,599 $464,000 6,599
   OARSMAN CAPITAL, INC. 139 *New 2023-12-31 5,913 $416,000 5,913
   DOrazio & Associates Inc. 85 *New 2023-12-31 5,776 $406,000 5,776
   Eaton Financial Holdings Company LLC 52 *New 2024-03-31 5,406 $401,000 5,406
   LATEEF MANAGEMENT ASSOCIATES/CA 43 *New 2024-03-31 5,400 $401,000 5,400
   Adams Wealth Management 80 *New 2023-12-31 5,443 $383,000 5,443
   Root Financial Partners LLC 68 *New 2024-03-31 4,977 $369,000 4,977
   Proficio Capital Partners LLC 185 *New 2023-12-31 5,185 $365,000 5,185
   DAVIDSON TRUST CO 99 *New 2023-12-31 5,023 $353,000 5,023
   Alpha Cubed Investments LLC 187 *New 2024-03-31 4,727 $351,000 4,727
   NORRIS PERNE & FRENCH LLP/MI 112 *New 2024-03-31 4,378 $325,000 4,378
   FIRST FINANCIAL CORP /IN/ 98 *New 2024-03-31 4,345 $322,000 4,345
   Watch Point Trust Co 103 *New 2023-12-31 4,543 $320,000 4,543
   VERITY Wealth Advisors 64 *New 2024-03-31 4,050 $301,000 4,050
   JAMISON PRIVATE WEALTH MANAGEMENT INC. 154 *New 2024-03-31 3,926 $291,000 3,926
   QRG CAPITAL MANAGEMENT INC. 889 *New 2023-12-31 4,010 $282,000 4,010
   Total Clarity Wealth Management Inc. 209 *New 2024-03-31 3,741 $278,000 3,741
   Thrive Wealth Management LLC 171 *New 2024-03-31 3,617 $268,000 3,617
   SEASCAPE CAPITAL MANAGEMENT 94 *New 2023-12-31 3,750 $264,000 3,750
   CLARK CAPITAL MANAGEMENT GROUP INC 350 *New 2023-12-31 3,751 $264,000 3,751
   Golden State Equity Partners 311 *New 2023-12-31 3,715 $261,000 3,715
   HTLF Bank 202 *New 2024-03-31 3,415 $253,000 3,415
   CBIZ Investment Advisory Services LLC 41 *New 2023-12-31 3,520 $248,000 3,520
   Fortune Financial Advisors LLC 122 *New 2024-03-31 3,282 $244,000 3,282
   GenTrust LLC 126 *New 2024-03-31 3,273 $243,000 3,273
   Forum Financial Management LP 554 *New 2023-12-31 3,456 $243,000 3,456
   DT INVESTMENT PARTNERS, LLC 121 *New 2023-12-31 3,463 $243,000 3,463
   Scarborough Advisors LLC 72 *New 2023-12-31 3,319 $233,000 3,319
   MELFA WEALTH MANAGEMENT LLC 142 *New 2024-03-31 3,039 $226,000 3,039
   GILL CAPITAL PARTNERS LLC 111 *New 2023-12-31 3,133 $220,000 3,133
   DREXEL MORGAN & CO. 50 *New 2023-12-31 3,110 $219,000 3,110
   Francis Financial Inc. 65 *New 2024-03-31 2,935 $218,000 2,935
   S&T BANK/PA 94 *New 2023-12-31 3,036 $214,000 3,036
   Tanglewood Legacy Advisors LLC 88 *New 2024-03-31 2,862 $212,000 2,862
   GOELZER INVESTMENT MANAGEMENT, INC. 226 *New 2023-12-31 2,947 $207,000 2,947
   DELAP WEALTH ADVISORY LLC 93 *New 2023-12-31 2,894 $204,000 2,894
   PROVISE MANAGEMENT GROUP LLC 325 *New 2023-12-31 2,875 $202,000 2,875
   SMITH MOORE & CO. 395 *New 2023-12-31 2,874 $202,000 2,874
   Sonora Investment Management Group LLC 222 *New 2023-12-31 2,852 $201,000 2,852
   Fortitude Advisory Group L.L.C. 196 *New 2023-12-31 2,850 $200,000 2,850
   HARBOR ADVISORY CORP /MA/ 83 *New 2023-12-31 2,849 $200,000 2,849
   Sharkey Howes & Javer 120 *New 2024-03-31 2,699 $200,000 2,699
   Christopher J. Hasenberg Inc 22 *New 2024-03-31 2,687 $199,000 2,687
   Sanctuary Wealth Management L.L.C. 39 *New 2023-12-31 2,560 $180,000 2,560
   LFA - Lugano Financial Advisors SA *New 2023-12-31 2,382 $168,000 2,382
   LeJeune Puetz Investment Counsel LLC 189 *New 2023-03-31 1,794 $120,000 1,794
   WOODMONT INVESTMENT COUNSEL LLC 273 *New 2024-03-31 1,341 $100,000 1,341
   Kozak & Associates Inc. 111 *New 2023-12-31 1,265 $87,000 1,265
   CarsonAllaria Wealth Management Ltd. 100 *New 2023-12-31 1,145 $81,000 1,145
   MTM Investment Management LLC 211 *New 2024-03-31 1,017 $75,000 1,017
   Ahrens Investment Partners LLC 348 *New 2023-03-31 650 $43,000 650
   FSA Wealth Management LLC 168 *New 2023-12-31 527 $37,000 527
   FIRST COMMUNITY TRUST NA 176 *New 2024-03-31 443 $33,000 443
   HOEY INVESTMENTS INC 172 *New 2023-12-31 261 $18,000 261
   Castleview Partners LLC 459 *New 2023-12-31 224 $16,000 224
   OGOREK ANTHONY JOSEPH /NY/ /ADV 219 *New 2023-12-31 132 $9,000 132
   LifeSteps Financial Inc. 341 *New 2024-03-31 69 $5,000 69
   IAG Wealth Partners LLC 465 *New 2024-03-31 0 $0 0
  84 Records found
  1    
  Page 1 of 1
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