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Get Institutions for : 
iShares Core MSCI Pacific ETF (IPAC)  
$61.80 0.12 (0.19%) as of 4:30 Fri 5/10


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 129    6
Total shares held : 
 24,977,869  
% of shares held : 
 27.75%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   5  
Amount of shares held : 
 2,448,104  
% of shares held change : 
   2.72%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $55.04  
Last Quarter's Ending Price : 
 $59.51  
Last Quarter's Average Price : 
 $56.39  
Change from last quarter's     
avg. price to the last closing  : 
5.41 (9.59%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
9
 230,744
 0.92%
 
Increased Positions :
50
 2,941,542
 11.78%
 
Unchanged Positions :
31
 5,245,266
 21%
 
Decreased Positions :
39
-636,775
-2.55%
 
Closed Positions :
15
-87,407
-0.35%
 
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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 75 - 2023-12-31 1,186,389 $70,602,000 -15,353
   ENVESTNET ASSET MANAGEMENT INC 600 - 2023-12-31 875,954 $52,128,000 -54,741
   MORGAN STANLEY 1900 - 2023-12-31 711,307 $42,330,000 -1,946
   MATHER GROUP, INC. 25 - 2024-03-31 619,909 $36,891,000 -3,180
   Advisor Group Holdings Inc. 407 - 2023-12-31 410,912 $24,455,000 -436,338
   Cetera Investment Advisers 106 - 2023-12-31 381,223 $22,687,000 -20,375
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 263 - 2023-12-31 102,430 $6,096,000 -27,771
   FINANCIAL NETWORK 484 - 2023-12-31 102,395 $6,094,000 -1,685
   Integris Wealth Management LLC - 2024-03-31 86,669 $5,487,000 -1,967
   UBS Group AG 1998 - 2023-12-31 84,310 $5,017,000 -947
   FDX ADVISORS, INC. - 2024-03-31 64,903 $4,109,000 -4,188
   HALLMARK CAPITAL MANAGEMENT INC 74 - 2024-03-31 64,851 $4,106,000 -3,198
   PRESILIUM PRIVATE WEALTH LLC - 2024-03-31 63,222 $4,003,000 -1,251
   MULTIFINANCIAL SECURITIES CORP 395 - 2023-12-31 49,699 $2,958,000 -966
   CREATIVE PLANNING 753 - 2023-12-31 48,788 $2,903,000 -906
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1608 - 2023-12-31 44,044 $2,621,000 -23,217
   BB&T CORP 1118 - 2023-12-31 43,505 $2,589,000 -1,625
   LVZ Advisors Inc. 30 - 2024-03-31 35,671 $2,258,000 -1,950
   PAX Financial Group LLC 51 - 2023-12-31 36,539 $2,182,000 -2,806
   Willis Johnson & Associates Inc. 50 - 2024-03-31 33,014 $2,090,000 -1,160
   RICHARDSON FINANCIAL SERVICES INC. - 2024-03-31 23,376 $1,480,000 -943
   John W. Brooker & Co. CPAs 47 - 2024-03-31 12,663 $802,000 -462
   Dynamic Advisors Solutions LLC 490 - 2024-03-31 12,364 $783,000 -790
   EDGEMOOR CAPITAL MANAGEMENT INC 96 - 2023-12-31 12,320 $733,000 -2,000
   Csenge Advisory Group - 2024-03-31 10,668 $675,000 -478
   Robertson Stephens Wealth Management LLC 276 - 2023-12-31 10,145 $604,000 -55
   MML INVESTORS SERVICES LLC 1781 - 2023-12-31 7,969 $474,000 -3
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2584 - 2024-03-31 6,956 $440,000 -8,121
   Walkner Condon Financial Advisors LLC 170 - 2024-03-31 6,810 $431,000 -360
   Sequoia Financial Advisors LLC 741 - 2024-03-31 6,605 $418,000 -3,715
   Stratos Wealth Partners LTD. 967 - 2024-03-31 6,321 $400,000 -685
   Koshinski Asset Management Inc. 375 - 2023-12-31 5,579 $332,000 -2,832
   H D Vest Advisory Services 1206 - 2023-12-31 5,266 $313,000 -383
   Barber Financial Group Inc. 107 - 2023-03-31 5,044 $285,000 -78
   Southland Equity Partners LLC 179 - 2024-03-31 4,257 $270,000 -5
   APCM Wealth Management for Individuals 60 - 2024-03-31 3,971 $251,000 -86
   Integrated Wealth Concepts LLC 1425 - 2023-12-31 3,587 $213,000 -16
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1798 - 2023-12-31 1,546 $92,000 -551
   AdvisorNet Financial Inc 774 - 2024-03-31 862 $55,000 -172
   HARBOUR INVESTMENTS INC. 1595 - 2023-12-31 603 $36,000 -968
   BANK OF MONTREAL /CAN/ 3208 - 2023-12-31 172 $10,000 -2,334
   Arlington Trust Co LLC 394 - 2024-03-31 119 $8,000 -924
  42 Records found
  1    
  Page 1 of 1
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