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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
   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
   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
   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
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 451 - 2024-03-31 329,093 $23,326,000 -33,399
   Brookstone Capital Management 62 - 2024-03-31 290,821 $20,613,000 -14,610
   BANK OF NEW YORK MELLON CORP 1713 - 2024-03-31 221,298 $15,686,000 -127,653
   Symmetry Partner LLC 27 - 2024-03-31 196,967 $13,961,000 -44,376
   MARINER WEALTH ADVISORS, LLC 428 - 2024-03-31 187,221 $13,270,000 -12,527
   Advisor Group Holdings Inc. 575 - 2024-03-31 177,229 $12,563,000 -93,281
   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
   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
   MISSION CREEK CAPITAL PARTNERS INC 7 - 2024-03-31 126,877 $8,993,000 -5,759
   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
   ASSET MANAGEMENT GROUP, INC. 23 - 2024-03-31 104,283 $7,392,000 -757
   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
   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
   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
   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
   Sontag Advisory LLC 109 - 2024-03-31 80,554 $5,710,000 -37,333
   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
   Goss Wealth Management LLC 434 - 2024-03-31 59,130 $4,191,000 -4,688
   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
   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
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 333 - 2024-03-31 49,598 $3,516,000 -534
   Gateway Wealth Partners LLC 20 - 2024-03-31 48,264 $3,421,000 -1,606
   Baird Financial Group Inc. 798 - 2024-03-31 47,533 $3,369,000 -21,754
   Capital Analysts Inc. 120 - 2024-03-31 44,910 $3,183,000 -7,324
   Congress Wealth Management LLC / DE / 271 - 2024-03-31 43,596 $3,090,000 -1,486
   Mutual Advisors LLC 200 - 2024-03-31 41,956 $2,974,000 -156
   Samalin Investment Counsel LLC 8 - 2024-03-31 41,074 $2,911,000 -125
   Visionary Wealth Advisors 131 - 2024-03-31 41,042 $2,909,000 -6
   Kestra Advisory Services LLC 742 - 2024-03-31 38,805 $2,750,000 -1,630
   MorganRosel Wealth Management LLC 22 - 2024-03-31 38,445 $2,725,000 -2,346
   Shore Point Advisors LLC 14 - 2024-03-31 38,373 $2,720,000 -403
   Tacita Capital Inc 22 - 2024-03-31 35,865 $2,542,000 -10,815
   TRUSTCORE FINANCIAL SERVICES LLC 52 - 2022-12-31 39,497 $2,511,000 -2,568
   MATHER GROUP, INC. 150 - 2024-03-31 34,249 $2,375,000 -14
   WOODMONT INVESTMENT COUNSEL LLC 85 - 2024-03-31 32,457 $2,301,000 -998
   Round Rock Advisors LLC 42 - 2024-03-31 29,774 $2,110,000 -1,675
   Archford Capital Strategies LLC 78 - 2024-03-31 27,896 $1,977,000 -424
   CITIZENS FINANCIAL GROUP INC/RI 159 - 2024-03-31 27,498 $1,949,000 -219
   Monterey Private Wealth Inc. 24 - 2024-03-31 26,195 $1,857,000 -1
   Klingman & Associates LLC 67 - 2024-03-31 25,505 $1,808,000 -392
   IHT Wealth Management LLC 279 - 2024-03-31 25,243 $1,789,000 -380
   Capital Advisors Ltd. LLC 64 - 2024-03-31 24,948 $1,768,000 -7,040
   Ausdal Financial Partners Inc. 114 - 2024-03-31 24,698 $1,751,000 -3,522
   HB Wealth Management LLC 271 - 2024-03-31 24,693 $1,750,000 -2,804
   CVA Family Office LLC 56 - 2024-03-31 24,668 $1,748,000 -300
   KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 343 - 2024-03-31 23,891 $1,692,000 -152
   Peterson Wealth Advisors LLC 24 - 2024-03-31 23,774 $1,685,000 -1,552
   Foster Victor Wealth Advisors LLC 88 - 2024-03-31 24,168 $1,677,000 -419
   BROWN WEALTH MANAGEMENT LLC 29 - 2024-03-31 23,458 $1,663,000 -498
   Cedar Brook Financial Partners LLC 72 - 2024-03-31 23,284 $1,650,000 -389
   Steward Partners Investment Advisory LLC 631 - 2024-03-31 23,200 $1,644,000 -841
   Fortune Financial Advisors LLC 29 - 2024-03-31 22,474 $1,593,000 -487
   COMERICA SECURITIESINC. 156 - 2023-09-30 23,925 $1,560,000 -832
   Beacon Pointe Advisors LLC 555 - 2024-03-31 21,663 $1,535,000 -712
   Nikulski Financial Inc. 60 - 2024-03-31 20,396 $1,446,000 -3,742
   Kathleen S. Wright Associates Inc. 35 - 2024-03-31 19,941 $1,413,000 -32
   CFS Investment Advisory Services LLC 64 - 2024-03-31 19,846 $1,407,000 -733
   Breakwater Capital Group 73 - 2024-03-31 19,697 $1,396,000 -283
   Miracle Mile Advisors LLC 223 - 2024-03-31 19,436 $1,378,000 -5,368

  100 Records found
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