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Get Institutions for : 
Ishares Msci Eafe Minimum Volatility Index Fund (EFAV)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 463    22
Total shares held : 
87,006,275  
% of shares held : 
58.2%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -125  
Amount of shares held : 
-4,517,306  
% of shares held change : 
  -3.02%  
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 :
25
 154,753
 0.18%
 
Increased Positions :
116
 3,683,451
 4.23%
 
Unchanged Positions :
103
 548,361
 0.63%
 
Decreased Positions :
219
-7,548,026
-8.68%
 
Closed Positions :
47
-807,484
-0.93%
 
Guru Positions :
1
3,779
 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  
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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/ 104 - 2024-03-31 29,829,156 $2,114,291,000 -1,423,170
   FMR LLC 278 - 2024-03-31 13,283,310 $941,521,000 -501,308
   BLACKROCK INC. 1307 - 2024-03-31 4,564,546 $323,535,000 -299,980
   JANE STREET GROUP LLC 65 - 2024-03-31 2,764,205 $195,927,000 2,748,819
   ENVESTNET ASSET MANAGEMENT INC 295 - 2024-03-31 2,346,729 $166,336,000 -2,844,333
   MORGAN STANLEY 890 - 2024-03-31 2,316,319 $164,181,000 -108,845
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 73 - 2024-03-31 1,870,007 $132,546,000 -44,852
   WHARTON BUSINESS GROUP, LLC 5 - 2024-03-31 1,616,055 $114,546,000 -382,050
   MERCER GLOBAL ADVISORS INC /ADV 61 - 2024-03-31 1,340,069 $94,984,000 -2,662,263
   ADVANTUS CAPITAL MANAGEMENT INC 7 - 2024-03-31 1,113,648 $78,935,000 -12,800
   FINANCIAL ENGINES ADVISORS L.L.C. 43 - 2024-03-31 991,786 $70,298,000 -30,828
   SEI INVESTMENTS CO 234 - 2024-03-31 889,910 $63,077,000 9,621
   LPL FINANCIAL CORP 479 - 2024-03-31 858,715 $60,866,000 -40,323
   AMERIPRISE FINANCIAL INC 745 - 2024-03-31 774,358 $57,197,000 -163,977
   WELLS FARGO & CO/MN 724 - 2024-03-31 684,520 $48,519,000 -42,181
   UBS Group AG 791 - 2024-03-31 638,324 $45,244,000 41,533
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 141 - 2024-03-31 497,905 $35,292,000 2,472
   ALLIANCEBERNSTEIN L.P. 716 - 2024-03-31 460,064 $32,609,000 -5,155
   ROYAL BANK OF CANADA 964 - 2024-03-31 403,352 $28,589,000 -207,955
   COMMONWEALTH EQUITY SERVICES LLC. 417 - 2024-03-31 356,968 $25,302,000 -18,139
   HORIZON INVESTMENTS, LLC/SC 21 - 2024-03-31 353,851 $25,081,000 347
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 451 - 2024-03-31 329,093 $23,326,000 -33,399
   PFS INVESTMENTS INC. 85 - 2023-06-30 325,353 $21,961,000 16,561
   Burt Wealth Advisors 8 - 2024-03-31 301,650 $21,381,000 30,846
   Brookstone Capital Management 62 - 2024-03-31 290,821 $20,613,000 -14,610
   DRW SECURITIES, LLC 12 *New 2024-03-31 266,236 $18,871,000 266,236
   CUTLER INVESTMENT COUNSEL LLC 9 - 2024-03-31 263,753 $18,695,000 11,504
   AMUNDI 717 - 2024-03-31 265,200 $17,986,000 2,600
   BANK OF NEW YORK MELLON CORP 1713 - 2024-03-31 221,298 $15,686,000 -127,653
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 243 - 2024-03-31 211,206 $14,970,000 50,439
   Armbruster Capital Management Inc. 11 - 2024-03-31 198,130 $14,043,000 2,075
   Symmetry Partner LLC 27 - 2024-03-31 196,967 $13,961,000 -44,376
   Lester Murray Antman dba SimplyRich 5 - 2024-03-31 189,183 $13,410,000 1,161
   MARINER WEALTH ADVISORS, LLC 428 - 2024-03-31 187,221 $13,270,000 -12,527
   JJJ Advisors Inc. 10 - 2024-03-31 182,937 $12,967,000 1,745
   Advisor Group Holdings Inc. 575 - 2024-03-31 177,229 $12,563,000 -93,281
   ANDERSON HOAGLAND & CO 20 - 2024-03-31 170,543 $11,800,000 5,054
   J P MORGAN CHASE & CO 1965 - 2024-03-31 166,367 $11,792,000 -2,446
   CAPTRUST FINANCIAL ADVISORS 317 - 2024-03-31 164,964 $11,693,000 -57,575
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 443 - 2024-03-31 155,858 $11,047,000 -227,900
   Apella Capital LLC 42 - 2024-03-31 152,946 $10,691,000 -1,743
   MML INVESTORS SERVICES LLC 399 - 2024-03-31 146,691 $10,397,000 -24,314
   PRINCIPAL SECURITIES INC. 68 - 2024-03-31 142,672 $10,113,000 -2,236
   KOCHIS FITZ/QUINTILE LLC 34 - 2024-03-31 142,127 $10,074,000 -14,006
   Facet Wealth Inc. 33 - 2024-03-31 139,971 $9,893,000 43,484
   Rehmann Capital Advisory Group 26 - 2024-03-31 133,239 $9,444,000 -1,984
   RAYMOND JAMES & ASSOCIATES 1198 - 2024-03-31 132,135 $9,366,000 -19,854
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 640 - 2024-03-31 132,052 $9,360,000 132,052
   VAUGHAN AND COMPANY SECURITIES INC. 7 - 2024-03-31 128,800 $9,129,000 3,341
   MISSION CREEK CAPITAL PARTNERS INC 7 - 2024-03-31 126,877 $8,993,000 -5,759
   LEDYARD NATIONAL BANK 39 - 2024-03-31 125,332 $8,884,000 6,736
   HERON FINANCIAL GROUP LLC 3 - 2023-06-30 127,460 $8,604,000 -7,276
   RSM US WEALTH MANAGEMENT LLC 69 - 2024-03-31 120,079 $8,511,000 -1,235
   HIGHTOWER ADVISORS, LLC 746 - 2024-03-31 119,929 $8,489,000 -17,544
   PROVISE MANAGEMENT GROUP LLC 45 - 2024-03-31 112,138 $7,948,000 -447
   Cetera Investment Advisers 208 - 2024-03-31 112,069 $7,943,000 -7,696
   Magnus Financial Group LLC 26 - 2024-03-31 107,649 $7,630,000 -4,223
   US BANCORP 483 - 2024-03-31 106,981 $7,583,000 -1,485
   GOLDMAN SACHS GROUP INC/ 2267 - 2024-03-31 106,103 $7,521,000 21,642
   ASSET MANAGEMENT GROUP, INC. 23 - 2024-03-31 104,283 $7,392,000 -757
   APCM Wealth Management for Individuals 20 - 2024-03-31 104,284 $7,392,000 103,314
   COMERICA BANK 533 - 2024-03-31 104,210 $7,386,000 -96,195
   Geneos Wealth Management Inc. 67 - 2024-03-31 103,124 $7,309,000 -38,135
   CREATIVE PLANNING 496 - 2024-03-31 101,846 $7,219,000 -2,269
   TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 36 - 2024-03-31 101,544 $7,197,000 -2,679
   MULTIFINANCIAL SECURITIES CORP 343 - 2024-03-31 101,091 $7,165,000 8,073
   DAVIDSON D A & CO 225 - 2024-03-31 100,641 $7,133,000 -600
   Vestcor Investment Management Corp 102 - 2024-03-31 99,489 $7,052,000 -111,521
   Well Done LLC 13 - 2024-03-31 99,233 $7,034,000 -1,685
   McNaughton Wealth Management LLC 8 - 2024-03-31 94,167 $6,675,000 3,323
   Friedenthal Financial 4 - 2024-03-31 91,528 $6,488,000 1,086
   H D Vest Advisory Services 247 - 2024-03-31 91,511 $6,486,000 -4,492
   FINANCIAL NETWORK 551 - 2024-03-31 85,816 $6,083,000 -1,473
   BB&T CORP 813 - 2024-03-31 85,343 $6,049,000 -11,195
   BANK OF MONTREAL /CAN/ 1000 - 2024-03-31 77,550 $5,873,000 6,498
   WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 105 - 2024-03-31 82,699 $5,862,000 -18,981
   PNC FINANCIAL SERVICES GROUP INC 621 - 2024-03-31 82,469 $5,845,000 -3,920
   CITADEL ADVISORS LLC 1589 - 2024-03-31 81,025 $5,743,000 78,381
   Atria Wealth Solutions Inc. 300 - 2024-03-31 80,557 $5,710,000 911
   Sontag Advisory LLC 109 - 2024-03-31 80,554 $5,710,000 -37,333
   Yeomans Consulting Group Inc. 12 - 2024-03-31 75,430 $5,346,000 851
   GLENMEDE TRUST CO NA 430 - 2024-03-31 73,936 $5,241,000 15,590
   Envestnet Portfolio Solutions Inc. 385 - 2024-03-31 68,499 $4,855,000 -16,837
   Adviser Investments LLC 150 - 2024-03-31 68,342 $4,844,000 -1,542
   ESTATE COUNSELORS, LLC 15 - 2024-03-31 67,430 $4,779,000 360
   Equitable Holdings Inc. 251 - 2024-03-31 66,484 $4,712,000 1,775
   STIFEL FINANCIAL CORP 1207 - 2024-03-31 63,281 $4,486,000 3,101
   Goss Wealth Management LLC 434 - 2024-03-31 59,130 $4,191,000 -4,688
   Polaris Wealth Advisers LLC 85 - 2023-09-30 61,078 $3,984,000 61,078
   Merit Financial Group LLC 173 - 2024-03-31 52,667 $3,711,000 -8,524
   Sanford Advisory Services LLC 24 - 2022-12-31 58,251 $3,706,000 -26,476
   TRUST CO OF VIRGINIA /VA 64 - 2024-03-31 51,756 $3,668,000 530
   UMA Financial Services Inc. 32 - 2024-03-31 52,999 $3,596,000 -1,605
   FINANCIAL ARCHITECTS INC 42 - 2023-06-30 52,740 $3,560,000 -6,532
   Private Advisor Group LLC 578 - 2024-03-31 49,936 $3,539,000 -7,551
   HANSON MCCLAIN, INC. 230 - 2024-03-31 49,928 $3,539,000 179
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 333 - 2024-03-31 49,598 $3,516,000 -534
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 585 - 2023-09-30 53,320 $3,478,000 71
   Gateway Wealth Partners LLC 20 - 2024-03-31 48,264 $3,421,000 -1,606
   BDO Wealth Advisors LLC 56 - 2023-06-30 50,024 $3,377,000 278

  100 Records found
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