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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
   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
   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
   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
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 9 - 2023-12-31 27,083,641 $1,905,334,000 1,195,586
   BANK OF NEW YORK MELLON CORP 53 - 2024-03-31 23,834,657 $1,769,008,000 1,679,610
   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
   Envestnet Portfolio Solutions Inc. 5 - 2023-12-31 12,366,857 $870,008,000 401,049
   STIFEL FINANCIAL CORP 14 - 2023-12-31 9,639,114 $678,112,000 224,106
   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
   HIGHTOWER ADVISORS, LLC 13 - 2023-12-31 6,598,766 $464,172,000 163,850
   FIRST CITIZENS BANK & TRUST CO 3 - 2024-03-31 5,815,086 $431,596,000 40,745
   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
   Baird Financial Group Inc. 20 - 2023-12-31 5,194,697 $365,447,000 451,382
   ALESCO ADVISORS LLC 2 - 2023-12-31 4,223,998 $297,158,000 108,801
   H D Vest Advisory Services 7 - 2023-12-31 3,755,834 $264,223,000 188,076
   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
   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
   STATE BANK & TRUST 1 - 2024-03-31 3,143,109 $233,282,000 76,512
   CREATIVE PLANNING 43 - 2023-12-31 3,202,082 $225,266,000 346,194
   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
   PURE FINANCIAL ADVISORS, INC. 3 - 2024-03-31 2,630,546 $195,239,000 169,366
   HAVERFORD TRUST CO 15 - 2023-12-31 2,676,257 $188,275,000 60,601
   NATIXIS ASSET MANAGEMENT ADVISORS LP 45 - 2024-03-31 2,522,859 $187,247,000 505,099
   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
   Passaic Partners LLC 2 - 2023-12-31 2,494,020 $175,454,000 254,020
   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
   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
   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
   CKW FINANCIAL GROUP 2 - 2024-03-31 2,056,465 $151,952,000 310,693
   MANUFACTURERES LIFE INSURANCE CO 159 - 2023-12-31 2,110,768 $148,493,000 140,781
   TRUEPOINT, INC. 9 - 2023-12-31 1,847,750 $129,989,000 127,506
   Rockefeller Capital Management L.P. 48 - 2023-12-31 1,679,909 $118,182,000 273,174
   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
   CAPTRUST FINANCIAL ADVISORS 55 - 2023-12-31 1,526,192 $107,368,000 166,103
   Capital Analysts Inc. 2 - 2023-12-31 1,514,991 $106,579,000 26,114
   UMB BANK N A/MO 10 - 2024-03-31 1,417,956 $105,241,000 16,372
   Connecticut Wealth Management LLC 3 - 2023-12-31 1,454,985 $102,358,000 9,585
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 82 - 2024-03-31 1,358,624 $100,837,000 38,283
   Merit Financial Group LLC 6 - 2023-12-31 1,422,255 $100,056,000 63,359
   Equitable Holdings Inc. 16 - 2023-12-31 1,342,148 $94,420,000 54,683
   NEUBERGER BERMAN GROUP LLC 305 - 2023-12-31 1,323,912 $93,137,000 155,818
   FIRST FINANCIAL BANK - TRUST DIVISION 1 - 2024-03-31 1,249,001 $92,701,000 61,821
   Spire Wealth Management 17 - 2024-03-31 262,304 $87,979,000 4,201
   PFG FINANCIAL ADVISORS 2 - 2024-03-31 1,156,467 $85,833,000 23,179
   HSBC HOLDINGS PLC 264 - 2023-12-31 1,212,117 $85,272,000 3,481
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 50 - 2024-03-31 1,118,535 $83,018,000 125,834
   Fragasso Group Inc. 2 - 2024-03-31 1,117,422 $82,935,000 8,350
   Cetera Investment Advisers 22 - 2023-12-31 1,168,466 $82,202,000 8,473
   Wealthquest Corp 3 - 2023-12-31 1,161,122 $81,685,000 23,045
   Comprehensive Portfolio Management LLC 6 - 2024-03-31 1,095,474 $81,306,000 18,163
   NOTTINGHAM ADVISORS INC 1 - 2023-12-31 1,279,321 $81,056,000 7,478
   PRUDENTIAL FINANCIAL INC 162 - 2023-12-31 1,146,105 $80,628,000 335,149
   PFS INVESTMENTS INC. 13 - 2023-06-30 1,185,342 $80,011,000 400,199
   BARTLETT & CO. LLC 22 - 2023-12-31 1,104,545 $77,683,000 31,089
   BARTLETT & CO. WEALTH MANAGEMENT LLC 22 - 2023-12-31 1,104,545 $77,683,000 31,089
   Center for Financial Planning Inc. 2 - 2024-03-31 1,011,096 $75,044,000 43,049
   JOHNSON FINANCIAL GROUP, INC. 6 - 2023-12-31 1,040,914 $73,228,000 824,699
   Full Sail Capital LLC 1 - 2023-12-31 1,028,700 $72,369,000 66,445
   Venturi Wealth Management LLC 3 - 2024-03-31 960,534 $71,291,000 1,505
   Rehmann Capital Advisory Group 3 - 2023-12-31 924,129 $65,013,000 13,331
   ACADIAN ASSET MANAGEMENT LLC 110 - 2023-12-31 859,113 $60,430,000 195,894
   RSM US WEALTH MANAGEMENT LLC 11 - 2023-12-31 857,181 $60,303,000 558,461
   MCKINLEY CARTER WEALTH SERVICES, INC. 6 - 2024-03-31 809,021 $60,046,000 32,398
   TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC 2 - 2023-12-31 844,165 $59,387,000 13,691
   BAILARD BIEHL & KAISER INC 8 - 2023-12-31 835,210 $58,757,000 12,879
   DIVERSIFIED TRUST CO 8 - 2024-03-31 769,094 $57,082,000 57,414
   Southern Farm Bureau Life Insurance 4 - 2024-03-31 764,811 $56,626,000 32,297
   Regis Acquisition Inc. 1 - 2023-12-31 764,793 $53,803,000 129,074
   BANGOR SAVINGS BANK 5 - 2024-03-31 723,386 $53,690,000 35,629
   Orgel Wealth Management LLC 20 - 2024-03-31 711,381 $52,799,000 10,303
   Archetype Wealth Partners LLC 4 - 2023-12-31 746,743 $52,533,000 140,442
   RIVERSEDGE ADVISORS LLC 1 - 2023-12-31 709,748 $49,931,000 7,925
   TWIN FOCUS CAPITAL PARTNERS, LLC 1 - 2023-12-31 702,682 $49,434,000 169,503
   Empower Advisory Group LLC 109 - 2023-12-31 688,554 $48,440,000 642,256
   Compton Financial Group LLC 3 - 2024-03-31 650,996 $48,317,000 8,971
   Conservest Capital Advisors Inc. 6 - 2023-12-31 684,058 $48,123,000 23,657
   Resources Investment Advisors Inc. 26 - 2023-12-31 681,263 $47,927,000 95,342
   KELLER GROUP INVESTMENT MANAGEMENT INC /CA/ 9 - 2023-12-31 674,260 $47,434,000 34,836
  100 Records found
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