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IEV Institutional Ownership

iShares Europe ETF
1W: -2.6% 1M: -4.9% 3M: -4.2% YTD: +2.0% 1Y: +8.0% 3Y: +59.8% 5Y: +49.7%
$70.80
+0.74 (+1.06%)
 
Weekly Expected Move ±1.9%
$68 $69 $71 $72 $73
ETF AMEX · AUM $1.6B

Institutional Ownership — IEV

310
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
778M
Total Invested
24
New Positions
74
Increased
131
Reduced
24
Closed
1.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (328 total)

# Holder Shares Value Change Change % Holding Period Filing
1 MORGAN STANLEY 2,164,218 153M +21,285 +1.0% 60Q SEC ↗
2 JPMORGAN CHASE & CO 1,152,441 82M -68,700 -5.6% 43Q SEC ↗
3 UBS Group AG 833,785 59M +5,529 +0.7% 47Q SEC ↗
4 WELLS FARGO & COMPANY/MN 503,790 36M +9,071 +1.8% 101Q SEC ↗
5 BANK OF AMERICA CORP /DE 350,164 25M -17,310 -4.7% 15Q SEC ↗
6 DEUTSCHE BANK AG 281,311 20M -2,090 -0.7% 34Q SEC ↗
7 ROYAL BANK OF CANADA 275,673 20M -23,471 -7.8% 82Q SEC ↗
8 ENVESTNET ASSET MANAGEMENT INC 268,210 19M +9,322 +3.6% 15Q SEC ↗
9 LPL Financial LLC 200,589 14M +3,556 +1.8% 62Q SEC ↗
10 Willis Johnson & Associates, Inc. 193,685 14M -5,180 -2.6% 23Q SEC ↗
11 Allianz Asset Management GmbH 187,000 13M — +0.0% 2Q SEC ↗
12 DZ BANK AG Deutsche Zentral Genossensc 148,387 11M -89,586 -37.6% 31Q SEC ↗
13 NEW WAVE WEALTH ADVISORS LLC 136,508 10M +4,190 +3.2% 9Q SEC ↗
14 Integrated Wealth Concepts LLC 113,620 8M -1,805 -1.6% 17Q SEC ↗
15 Sanctuary Advisors, LLC 112,004 8M -4,682 -4.0% 9Q SEC ↗
16 One Wealth Advisors, LLC 104,512 7M -1,908 -1.8% 17Q SEC ↗
17 OneDigital Investment Advisors LLC 97,376 7M -2,754 -2.8% 14Q SEC ↗
18 Karpus Management, Inc. 93,457 7M -19,104 -17.0% 17Q SEC ↗
19 TRIGLAV INVESTMENTS, D.O.O. 83,589 6M -31 -0.0% 6Q SEC ↗
20 FPC INVESTMENT ADVISORY, INC. 82,675 6M -310 -0.4% 10Q SEC ↗
21 Nvest Financial, LLC 80,057 6M +5,457 +7.3% 13Q SEC ↗
22 Cetera Investment Advisers 75,467 5M +3,860 +5.4% 10Q SEC ↗
23 Barry Investment Advisors, LLC 59,392 4M -2,792 -4.5% 15Q SEC ↗
24 Zurich Insurance Group Ltd/FI NEW 59,300 4M — +0.0% 1Q SEC ↗
25 Aptus Capital Advisors, LLC 57,778 4M +4,977 +9.4% 30Q SEC ↗
26 Arrow Investment Advisors, LLC 55,717 4M -956 -1.7% 5Q SEC ↗
27 SCOTIA CAPITAL INC. 55,592 4M +2,598 +4.9% 52Q SEC ↗
28 Beacon Pointe Advisors, LLC 55,176 4M -3,457 -5.9% 4Q SEC ↗
29 Checchi Capital Advisers, LLC 53,158 4M -204,916 -79.4% 17Q SEC ↗
30 Synergy Asset Management, LLC 51,938 4M +22,956 +79.2% 2Q SEC ↗
31 Providence First Trust Co 50,894 4M +1,384 +2.8% 24Q SEC ↗
32 TWIN FOCUS CAPITAL PARTNERS, LLC 50,763 4M -8,403 -14.2% 40Q SEC ↗
33 RAYMOND JAMES FINANCIAL INC 50,470 4M +795 +1.6% 7Q SEC ↗
34 Keebeck Wealth Management 48,722 3M -105 -0.2% 17Q SEC ↗
35 Dorsey Wright & Associates 48,614 3M -41,208 -45.9% 5Q SEC ↗
36 Institute for Wealth Management, LLC. 44,846 3M -32 -0.1% 30Q SEC ↗
37 MML INVESTORS SERVICES, LLC 43,612 3M +5,542 +14.6% 7Q SEC ↗
38 PARK AVENUE SECURITIES LLC 42,972 3M -589 -1.4% 12Q SEC ↗
39 CIBC Asset Management Inc 41,051 3M -17,544 -29.9% 6Q SEC ↗
40 Obermeyer Wealth Partners 40,739 3M +402 +1.0% 10Q SEC ↗
41 Ashton Thomas Private Wealth, LLC 40,594 3M -93 -0.2% 7Q SEC ↗
42 KM Capital Management Ltd. NEW 39,930 3M — +0.0% 1Q SEC ↗
43 Creative Planning 39,045 3M +4,129 +11.8% 18Q SEC ↗
44 Vise Technologies, Inc. 37,420 3M +10,544 +39.2% 5Q SEC ↗
45 Corient Private Wealth LP 37,090 3M +252 +0.7% 12Q SEC ↗
46 Savvy Advisors, Inc. 34,709 2M -5,976 -14.7% 3Q SEC ↗
47 TriCert Investment Counsel Inc. NEW 32,135 2M — +0.0% 1Q SEC ↗
48 JANE STREET GROUP, LLC 31,511 2M -164,499 -83.9% 24Q SEC ↗
49 ShoreHaven Wealth Partners, LLC 29,732 2M -705 -2.3% 16Q SEC ↗
50 OSAIC HOLDINGS, INC. 28,272 2M +2,698 +10.5% 26Q SEC ↗

Recent Activity

Biggest Increases (20)
HolderAddedChange %Total Shares
Synergy Asset Management, LLC +22,956 +79.2% 51,938
MORGAN STANLEY +21,285 +1.0% 2,164,218
CITADEL ADVISORS LLC +11,537 +92.6% 23,990
Vise Technologies, Inc. +10,544 +39.2% 37,420
ENVESTNET ASSET MANAGEMENT INC +9,322 +3.6% 268,210
WELLS FARGO & COMPANY/MN +9,071 +1.8% 503,790
MML INVESTORS SERVICES, LLC +5,542 +14.6% 43,612
UBS Group AG +5,529 +0.7% 833,785
Nvest Financial, LLC +5,457 +7.3% 80,057
BANQUE PICTET & CIE SA +5,330 +79.1% 12,070
Aptus Capital Advisors, LLC +4,977 +9.4% 57,778
NEW WAVE WEALTH ADVISORS LLC +4,190 +3.2% 136,508
Creative Planning +4,129 +11.8% 39,045
Cetera Investment Advisers +3,860 +5.4% 75,467
Canal Capital Management, LLC +3,659 +55.2% 10,282
LPL Financial LLC +3,556 +1.8% 200,589
OSAIC HOLDINGS, INC. +2,698 +10.5% 28,272
SCOTIA CAPITAL INC. +2,598 +4.9% 55,592
JONES FINANCIAL COMPANIES LLLP +2,477 +24.0% 12,787
Gibbs Wealth Management +2,283 +60.2% 6,075
Biggest Decreases (20)
HolderReducedChange %Total Shares
BARINGS LLC -459,533 -97.9% 9,654
Checchi Capital Advisers, LLC -204,916 -79.4% 53,158
JANE STREET GROUP, LLC -164,499 -83.9% 31,511
DZ BANK AG Deutsche Zentral Genosse -89,586 -37.6% 148,387
JPMORGAN CHASE & CO -68,700 -5.6% 1,152,441
Dorsey Wright & Associates -41,208 -45.9% 48,614
SUSQUEHANNA INTERNATIONAL GROUP, LL -26,933 -83.2% 5,440
ROYAL BANK OF CANADA -23,471 -7.8% 275,673
Karpus Management, Inc. -19,104 -17.0% 93,457
CIBC Asset Management Inc -17,544 -29.9% 41,051
BANK OF AMERICA CORP /DE -17,310 -4.7% 350,164
Private Advisor Group, LLC -12,888 -80.6% 3,106
Rathbones Group PLC -9,568 -52.8% 8,570
Baird Financial Group, Inc. -9,518 -35.8% 17,069
TWIN FOCUS CAPITAL PARTNERS, LLC -8,403 -14.2% 50,763
AMERIPRISE FINANCIAL INC -8,359 -28.1% 21,372
Hibernia Wealth Partners, LLC -7,337 -46.0% 8,607
Brookstone Capital Management -6,918 -47.8% 7,563
swisspartners Advisors Ltd -6,840 -26.7% 18,740
Savvy Advisors, Inc. -5,976 -14.7% 34,709

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms