Institutional Ownership Ishares Msci Europe Financials (EUFN)
This table provides information about the institutional ownership of Ishares Msci Europe Financials (EUFN). We have compiled data on the 128 institutions that hold shares in the stock, with a total of 52.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.23 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Parcion Private Wealth LLC
Bellevue, WA |
Oct 23, 2024 Q3 2024 |
15,203
shares
|
$356,206
0.03% of portfolio
|
Q1 2024
Reduced 14.12%
|
|
|
Warther Private Wealth, LLC
Akron, OH |
Oct 23, 2024 Q3 2024 |
14,402
shares
|
$337,438
0.13% of portfolio
|
Q2 2024
New holding
|
|
|
Amj Financial Wealth Management
Leesburg, VA |
Nov 12, 2024 Q3 2024 |
14,347
shares
|
$336,150
0.1% of portfolio
|
Q3 2024
Added 4.47%
|
|
|
Hb Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
13,292
shares
|
$311,431
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
13,061
shares
|
$306,019
0.0% of portfolio
|
Q3 2024
Reduced 3.33%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
11,517
shares
|
$269,843
0.0% of portfolio
|
Q3 2024
Added 2.07%
|
|
|
Valeo Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
11,212
shares
|
$262,697
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
11,129
shares
|
$260,752
0.0% of portfolio
|
Q3 2024
Added 2373.11%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
11,122
shares
|
$260,588
0.0% of portfolio
|
Q3 2024
Added 8.61%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
10,950
shares
|
$256,558
0.01% of portfolio
|
Q1 2020
Reduced 98.4%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
10,852
shares
|
$254,262
0.0% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Jtc Employer Solutions Trustee LTD
|
Oct 18, 2024 Q3 2024 |
10,600
shares
|
$248,358
0.02% of portfolio
|
Q2 2024
Reduced 76.25%
|
|
|
Strengthening Families & Communities, LLC
|
Nov 07, 2024 Q3 2024 |
9,586
shares
|
$224,599
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
9,523
shares
|
$223,123
0.0% of portfolio
|
Q3 2024
Reduced 65.06%
|
|
|
Essex Financial Services, Inc.
|
Oct 24, 2024 Q3 2024 |
9,500
shares
|
$222,585
0.01% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
9,425
shares
|
$220,827
0.0% of portfolio
|
Q3 2024
Reduced 2.08%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Nov 06, 2024 Q3 2024 |
9,005
shares
|
$210,987
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Calton & Associates, Inc.
|
Oct 21, 2024 Q3 2024 |
8,464
shares
|
$198,311
0.08% of portfolio
|
Q3 2024
Added 34.01%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
8,232
shares
|
$192,875
0.0% of portfolio
|
Q3 2024
Reduced 13.94%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
7,683
shares
|
$180,012
0.0% of portfolio
|
Q1 2023
Reduced 23.91%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
7,394
shares
|
$173,241
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
5,299
shares
|
$124,155
0.0% of portfolio
|
Q3 2024
Added 130.49%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
4,816
shares
|
$112,838
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
4,333
shares
|
$101,522
0.01% of portfolio
|
Q1 2024
Added 15.09%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
4,155
shares
|
$97,351
0.01% of portfolio
|
Q3 2024
New holding
|