Who owns iShares MSCI EAFE Value Index?

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Analyze quarterly positions in iShares MSCI EAFE Value Index with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of iShares MSCI EAFE Value Index stock

Who bought or sold iShares MSCI EAFE Value Index this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Envestnet Asset Management 56M $2.7B 21% Sep 2023
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Jones Financial Companies, L.L 16M $789M 0% Sep 2023
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FMR 15M $749M 2% Sep 2023
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LPL Financial 13M $631M 32% Sep 2023
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Jpmorgan Chase & Co 12M $622M 7% Dec 2023
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Us Bancorp 11M $588M 3% Dec 2023
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Morgan Stanley 11M $538M 18% Sep 2023
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Envestnet Portfolio Solutions 8.8M $458M 100% Dec 2023
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BlackRock 8.2M $403M 39% Sep 2023
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Bank of America Corporation 7.9M $411M -2% Dec 2023
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Ameriprise Financial 5.8M $282M 7% Sep 2023
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Park Avenue Securities 5.5M $287M -12% Dec 2023
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Advisor Group Holdings 4.4M $228M -44% Dec 2023
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CWM 4.2M $219M -24% Dec 2023
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Pnc Financial Services 4.0M $211M -38% Dec 2023
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Auto-Owners Insurance 4.0M $194M 0% Sep 2023
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Mml Investors Services 3.8M $185M 40% Sep 2023
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UBS Group 3.0M $157M -1% Dec 2023
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M^T Bank Corporation 2.9M $151M -6% Dec 2023
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Wells Fargo & Company 2.8M $144M 7% Dec 2023
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Janney Montgomery Scott 2.7M $139M -12% Dec 2023
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Bank of New York Mellon 2.4M $125M -7% Dec 2023
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Alliancebernstein 2.4M $124M -10% Dec 2023
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Baird Financial 2.3M $118M 726% Dec 2023
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Miracle Mile Advisors 1.8M $96M 74% Dec 2023
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Resources Investment Advisors 1.8M $87M 58% Sep 2023
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Cetera Investment Advisers 1.7M $84M 32% Sep 2023
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Commonwealth Equity Services 1.7M $89M 0% Dec 2023
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Modera Wealth Management 1.7M $86M -2% Dec 2023
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AE Wealth Management 1.6M $82M 7% Dec 2023
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United Capital Financial Advisers 1.5M $78M 9798% Dec 2023
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Empirical Financial Services, LLC d/b/a Empirical Wealth Management 1.5M $77M 8% Dec 2023
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JB Capital 1.4M $72M -10% Dec 2023
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Alesco Advisors 1.4M $71M 1% Dec 2023
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Tiaa Trust, National Association 1.4M $71M 3% Dec 2023
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Aspiriant 1.2M $63M -1% Dec 2023
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Northwestern Mutual Wealth Management Company 1.2M $59M 1% Sep 2023
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Savant Capital Management 1.2M $62M 0% Dec 2023
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Goss Wealth Management 1.2M $56M 39% Sep 2023
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Royal Bank of Canada 1.1M $59M 10% Dec 2023
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Foundations Investment Advisors 1.1M $57M 6% Dec 2023
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RiverFront Investment Group 1.1M $57M 5% Dec 2023
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Pathstone Family Office 1.1M $53M 84% Sep 2023
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Symmetry Partner 1.1M $55M 3% Dec 2023
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Raymond James & Associates 1.0M $54M 3% Dec 2023
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Beacon Pointe Advisors 1.0M $53M -19% Dec 2023
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Pathstone Holdings 986k $51M 100% Dec 2023
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Buckingham Asset Management 982k $51M 2% Dec 2023
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Stifel Financial 979k $51M 3% Dec 2023
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Financial Network Investment Corporation 970k $47M 48% Sep 2023
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HighTower Advisors 917k $48M 11% Dec 2023
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Branch Banking & Trust Company 887k $46M -6% Dec 2023
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Thrivent Financial for Lutherans 885k $43M 10% Sep 2023
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Morningstar Investment Services 873k $43M -44% Sep 2023
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Natixis Asset Management Advisors 861k $45M -7% Dec 2023
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Allspring Global Investments Holdings 852k $44M -14% Dec 2023
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Integrated Wealth Concepts 846k $41M -20% Sep 2023
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First Republic Investment Management 780k $38M 24% Sep 2023
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Captrust Financial Advisors 773k $40M -4% Dec 2023
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Wealthsource Partners 746k $39M -17% Dec 2023
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Johnson Financial Group 670k $35M 674% Dec 2023
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HTLF Bank 662k $35M 100% Dec 2023
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Covenant Partners 660k $34M 4% Dec 2023
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Atria Investments 645k $34M -11% Dec 2023
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Qube Research & Technologies 642k $31M 8678% Sep 2023
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Ratio Wealth Group 638k $31M 3% Sep 2023
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Dubuque Bank & Trust 635k $31M 5% Sep 2023
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Bank Julius Baer & Co. Ltd, Zurich 630k $33M -1% Dec 2023
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Raymond James Financial Services Advisors 612k $32M -1% Dec 2023
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Icon Wealth Partners 600k $29M 33% Sep 2023
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Cambridge Investment Research Advisors 594k $31M -26% Dec 2023
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Prudential Financial 593k $29M 18% Sep 2023
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Atria Wealth Solutions 591k $31M -12% Dec 2023
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Mcmorgan & Co 590k $29M 2% Sep 2023
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Goldman Sachs Group 574k $28M 26% Sep 2023
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Fifth Third Bancorp 566k $30M -12% Dec 2023
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Financial Gravity Wealth 561k $0 0% Dec 2023
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Old Mission Capital 557k $27M 100% Sep 2023
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Icon Wealth Advisors 535k $28M 100% Dec 2023
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Advocacy Wealth Management Services 527k $27M 100% Dec 2023
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Austin Private Wealth 526k $27M -3% Dec 2023
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Rockefeller Capital Management 509k $27M -3% Dec 2023
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Mariner Wealth Advisors 500k $26M 0% Dec 2023
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Townsend & Associates 466k $24M 2% Dec 2023
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SCS Capital Management 461k $24M -31% Dec 2023
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MA Private Wealth 452k $24M 5% Dec 2023
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Burns Wealth Management 446k $22M -3% Sep 2023
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Kestra Advisory Services 425k $22M 12% Dec 2023
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Brave Asset Management 425k $22M 0% Dec 2023
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Multi-Financial Securities 423k $21M 39% Sep 2023
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Valence8 US 422k $22M 4% Dec 2023
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Sharkey, Howes & Javer 420k $22M -12% Dec 2023
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Angeles Investment 396k $19M 100% Sep 2023
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Ronald Blue Trust 389k $19M 33% Dec 2023
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One Capital Management 382k $20M 6617% Dec 2023
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Horst & Graben Wealth Management 381k $20M -5% Dec 2023
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High Falls Advisors 378k $20M -13% Dec 2023
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Pettinga Financial Advisors 377k $20M -13% Dec 2023
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National Asset Management 370k $18M 46% Sep 2023
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Mercer Global Advisors 369k $19M -4% Dec 2023
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Checchi Capital Advisers 363k $19M 7% Dec 2023
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West Wealth Group 362k $19M -6% Dec 2023
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H D Vest Advisory Services 356k $19M -3% Dec 2023
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Invst 347k $18M 5% Dec 2023
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Bank Of Oklahoma National Association / 344k $18M 2% Dec 2023
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Strategic Blueprint 331k $17M -4% Dec 2023
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Change Path 324k $17M -28% Dec 2023
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Steel Peak Wealth Management 321k $17M -17% Dec 2023
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Cardinal Strategic Wealth Guidance 317k $17M -2% Dec 2023
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CI Private Wealth 312k $16M -9% Dec 2023
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Financial Advisory Service 309k $16M -1% Dec 2023
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Spectrum Wealth Counsel 308k $16M 100% Dec 2023
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Bruce G. Allen Investments 303k $16M 100% Dec 2023
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Merit Financial Group 295k $15M -9% Dec 2023
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Greenleaf Trust 294k $15M 9% Dec 2023
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Geisinger Health 293k $14M -17% Sep 2023
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HighMark Wealth Management 291k $15M -1% Dec 2023
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Accredited Investors 289k $15M -12% Dec 2023
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Affinity Capital Advisors 284k $15M 8% Dec 2023
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Ohe Financial 278k $14M 0% Sep 2023
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Plan 271k $14M 0% Dec 2023
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1st Source Bank 268k $14M -2% Dec 2023
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Elgethun Capital Management 268k $13M 1% Sep 2023
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Wakefield Asset Management L 267k $14M -1% Dec 2023
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Wealth Alliance 263k $14M 0% Dec 2023
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Keebeck Wealth Management 262k $14M 21% Dec 2023
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Financial Life Advisors 261k $13M 3% Sep 2023
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Stone House Investment Management 259k $14M -13% Dec 2023
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One Wealth Advisors 258k $13M 45% Sep 2023
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Wealth Enhancement Advisory Services 254k $13M -7% Dec 2023
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Keystone Financial Services 251k $13M -14% Dec 2023
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TNF 249k $13M -5% Dec 2023
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Stonebrook Private 248k $13M 100% Dec 2023
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Arete Wealth Advisors 244k $13M 807% Dec 2023
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Farther Finance Advisors 241k $13M 19% Dec 2023
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Ing Investment Management 239k $12M 27% Sep 2023
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Summit Trail Advisors 238k $12M 0% Dec 2023
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Buttonwood Financial Group 234k $12M 0% Dec 2023
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Crestone Asset Management 233k $12M -11% Dec 2023
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Apella Capital 230k $12M -19% Dec 2023
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UMA Financial Services 227k $12M -6% Dec 2023
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Northwest Capital Management 225k $12M -4% Dec 2023
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Security Financial Services 223k $12M -8% Dec 2023
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TSA Wealth Managment 222k $12M 100% Dec 2023
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Fountainhead AM 220k $12M 10% Dec 2023
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Strategic Financial 220k $12M 1% Dec 2023
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Comerica Securities 220k $11M 44% Sep 2023
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Keeler THomas Management 217k $11M 1% Dec 2023
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Pacific Life Fund Advisors 217k $11M 100% Dec 2023
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Moneta Group Investment Advisors 211k $11M -7% Dec 2023
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PAX Financial Group 211k $11M -14% Dec 2023
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ONE Advisory Partners 201k $11M -10% Dec 2023
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RFG Advisory 201k $11M -25% Dec 2023
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Cary Street Partners Asset Management 199k $10M -10% Dec 2023
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Summit X 189k $9.8M -16% Dec 2023
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Proequities 183k $9.6B -18% Dec 2023
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Amerivest Investment Management 0 $0 -100% Sep 2023
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Who sold out of iShares MSCI EAFE Value Index?

Fund or Company Name Date Sold Shares Held Valued At
Susquehanna International Jun 2023 796k $39M
Veritable Jun 2023 497k $24M
Orion Portfolio Solutions Sep 2023 341k $17M
Scarborough Advisors Sep 2023 276k $14M
CFS Investment Advisory Services Jun 2023 262k $13M