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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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   LEVEL FOUR ADVISORY SERVICES LLC 180 - 2024-03-31 33,196 $2,302,000 0
   Personal Resources Investment & Strategic Manageme 24 - 2024-03-31 31,007 $2,198,000 0
   SAWGRASS ASSET MANAGEMENT LLC 83 - 2024-03-31 21,575 $1,529,000 0
   INVESTMENT PARTNERS LTD /OH/ /ADV 51 - 2024-03-31 16,007 $1,135,000 0
   VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 25 - 2024-03-31 12,237 $867,000 0
   Versant Capital Management Inc 56 - 2024-03-31 10,500 $744,000 0
   Hilltop Partners LLC 58 - 2024-03-31 9,095 $645,000 0
   NOTTINGHAM ADVISORS INC 79 - 2024-03-31 8,675 $615,000 0
   MONECO Advisors LLC 213 - 2024-03-31 8,626 $611,000 0
   Black Diamond Financial LLC 63 - 2024-03-31 8,090 $561,000 0
   Evanson Asset Management LLC 190 - 2024-03-31 6,530 $463,000 0
   GRAYHAWK INVESTMENT STRATEGIES INC. 26 - 2024-03-31 6,406 $454,000 0
   BCGM Wealth Management LLC 97 - 2024-03-31 5,988 $424,000 0
   Pinnacle Bank 119 - 2024-03-31 5,665 $402,000 0
   Traverso Chambers Private Wealth Management LLC 84 - 2023-12-31 5,800 $402,000 0
   Sovereign Investment Advisors LLC 33 - 2024-03-31 5,430 $385,000 0
   Financial Perspectives Inc 90 - 2024-03-31 5,165 $366,000 0
   Alta Wealth Advisors LLC 97 - 2024-03-31 4,979 $353,000 0
   JOHNSON INVESTMENT COUNSEL INC 571 - 2024-03-31 4,979 $353,000 0
   ETFIDEA LLC 92 - 2024-03-31 4,585 $325,000 0
   NewEdge Wealth LLC 653 - 2024-03-31 4,485 $314,000 0
   Sage Capital Advisorsllc 115 - 2024-03-31 4,413 $313,000 0
   High Net Worth Advisory Group LLC 162 - 2024-03-31 4,361 $309,000 0
   AMG NATIONAL TRUST BANK 368 - 2024-03-31 4,349 $308,000 0
   Ackerman Capital Advisors LLC 82 - 2024-03-31 4,300 $305,000 0
   Bond & Devick Financial Network Inc. 116 - 2024-03-31 4,222 $299,000 0
   CARDIFF PARK ADVISORS LLC 208 - 2024-03-31 3,959 $281,000 0
   ALESCO ADVISORS LLC 154 - 2024-03-31 3,950 $280,000 0
   CEERA INVESTMENTS LLC 78 - 2024-03-31 3,810 $270,000 0
   Wealth Advisors of Iowa LLC 52 - 2024-03-31 3,550 $252,000 0
   PRIVATE TRUST CO NA 575 - 2024-03-31 3,394 $241,000 0
   Meridian Wealth Advisors LLC 162 - 2024-03-31 3,390 $240,000 0
   PRINCIPAL FINANCIAL GROUP INC 2140 - 2024-03-31 3,258 $231,000 0
   RAINEY & RANDALL INVESTMENT MANAGEMENT INC. 47 - 2024-03-31 3,239 $230,000 0
   Bristlecone Advisors LLC 262 - 2024-03-31 3,215 $228,000 0
   Brandywine Oak Private Wealth LLC 222 - 2024-03-31 3,120 $221,000 0
   180 WEALTH ADVISORS LLC 357 - 2024-03-31 3,054 $216,000 0
   WHITTIER TRUST CO OF NEVADA INC 459 - 2024-03-31 3,003 $213,000 0
   PDS Planning Inc 352 - 2024-03-31 2,930 $208,000 0
   Sunbelt Securities Inc. 553 - 2024-03-31 2,535 $180,000 0
   Asset Dedication LLC 310 - 2024-03-31 2,419 $172,000 0
   Smartleaf Asset Management LLC 355 - 2024-03-31 2,455 $169,000 0
   Clear Point Advisors Inc. 117 - 2024-03-31 2,154 $153,000 0
   PARKSIDE FINANCIAL BANK & TRUST 436 - 2024-03-31 1,920 $136,000 0
   Running Point Capital Advisors LLC 96 - 2024-03-31 1,778 $126,000 0
   Archer Investment Corp 272 - 2024-03-31 1,734 $123,000 0
   WHITTIER TRUST CO 759 - 2024-03-31 1,637 $116,000 0
   DELTA ASSET MANAGEMENT LLC/TN 191 - 2024-03-31 1,474 $104,000 0
   BARRETT & COMPANY INC. 216 - 2024-03-31 1,150 $82,000 0
   MASSMUTUAL TRUST CO FSB/ADV 570 - 2024-03-31 876 $62,000 0
   CKW FINANCIAL GROUP 133 - 2024-03-31 802 $57,000 0
   Aspect Partners LLC 115 - 2024-03-31 771 $55,000 0
   WEBSTER BANK 355 - 2024-03-31 650 $46,000 0
   Halpern Financial Inc. 101 - 2024-03-31 600 $42,000 0
   COLONIAL ASSET MANAGEMENT, INC. 347 - 2024-03-31 575 $41,000 0
   Cedar Wealth Management LLC 176 - 2024-03-31 561 $40,000 0
   Lumature Wealth Partners LLC 234 - 2023-06-30 575 $39,000 0
   Glass Jacobson Investment Advisors llc 383 - 2024-03-31 555 $39,000 0
   Milestone Investment Advisors LLC 102 - 2024-03-31 554 $39,000 0
   Parallel Advisors LLC 1790 - 2024-03-31 397 $28,000 0
   Beacon Capital Management LLC 395 - 2024-03-31 401 $28,000 0
   Rain Capital Management LLC 74 - 2024-03-31 375 $27,000 0
   SANDY SPRING BANK 729 - 2024-03-31 292 $21,000 0
   Founders Financial Alliance LLC 443 - 2024-03-31 303 $21,000 0
   Cassady Schiller Wealth Management LLC 288 - 2024-03-31 276 $20,000 0
   Signature Resources Capital Management LLC 151 - 2024-03-31 272 $19,000 0
   BROWN BROTHERS HARRIMAN & CO 915 - 2024-03-31 252 $18,000 0
   OGOREK ANTHONY JOSEPH /NY/ /ADV 177 - 2024-03-31 268 $18,000 0
   FIRST MANHATTAN CO 1042 - 2024-03-31 236 $17,000 0
   Cribstone Capital Management LLC 210 - 2022-12-31 275 $17,000 0
   EverSource Wealth Advisors LLC 1313 - 2024-03-31 250 $17,000 0
   BALDWIN BROTHERS INC/MA 512 - 2024-03-31 230 $16,000 0
   PrairieView Partners LLC 259 - 2024-03-31 205 $15,000 0
   CLEAR INVESTMENT RESEARCH LLC 147 - 2024-03-31 217 $15,000 0
   BIDWELL C M & ASSOCIATES LTD/ 275 - 2024-03-31 177 $13,000 0
   JFS WEALTH ADVISORS, LLC 733 - 2024-03-31 180 $13,000 0
   MARK SHEPTOFF FINANCIAL PLANNING LLC 283 - 2024-03-31 176 $12,000 0
   Hexagon Capital Partners LLC 811 - 2024-03-31 176 $12,000 0
   Sargent Bickham Lagudis LLC 708 - 2022-12-31 150 $10,000 0
   SIGNATUREFD, LLC 2286 - 2024-03-31 144 $10,000 0
   Key Financial Inc 786 - 2024-03-31 128 $9,000 0
   IFP Advisors Inc 2208 - 2023-12-31 130 $9,000 0
   Efficient Wealth Management LLC 344 - 2024-03-31 104 $8,000 0
   Core Wealth Advisors Inc. 203 - 2024-03-31 110 $8,000 0
   BANGOR SAVINGS BANK 432 - 2024-03-31 99 $7,000 0
   HOLLENCREST SECURITIES LLC 791 - 2024-03-31 86 $6,000 0
   Beaird Harris Wealth Management LLC 376 - 2024-03-31 83 $6,000 0
   LOGAN CAPITAL MANAGEMENT INC 411 - 2024-03-31 64 $5,000 0
   Kiely Wealth Advisory Group Inc. 209 - 2024-03-31 75 $5,000 0
   VIMA LLC 281 - 2024-03-31 77 $5,000 0
   Rosenberg Matthew Hamilton 713 - 2024-03-31 53 $4,000 0
   Creekmur Asset Management LLC 583 - 2024-03-31 58 $4,000 0
   AMERICAN NATIONAL BANK 446 - 2024-03-31 42 $3,000 0
   NATIONAL BANK OF CANADA /FI/ 2186 - 2024-03-31 35 $3,000 0
   MOTCO 521 - 2024-03-31 39 $3,000 0
   Family Asset Management LLC 174 - 2024-03-31 44 $3,000 0
   ALPHAMARK ADVISORS LLC 677 - 2024-03-31 20 $1,000 0
   Princeton Global Asset Management LLC 548 - 2024-03-31 11 $1,000 0
   Jackson Hole Capital Partners LLC 268 - 2024-03-31 12 $1,000 0
   Atlantic Trust LLC 415 - 2024-03-31 15 $1,000 0
  100 Records found
  1    
  Page 1 of 1
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