Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
Get Institutions for : 
Ishares Msci Eafe Minimum Volatility Index Fund (EFAV)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


Download
     
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
   Kalos Management Inc. 141 *Closed 2023-06-30 0 $0 -355
   AE Wealth Management LLC 1260 *Closed 2024-03-31 0 $0 -13,817
   Fundamentun LLC 206 *Closed 2024-03-31 0 $0 -6,578
   BURNS WEALTH MANAGEMENT, INC. 497 *Closed 2024-03-31 0 $0 -2,970
   SageView Advisory Group LLC 564 *Closed 2024-03-31 0 $0 -28,228
   ORG Partners LLC 596 *Closed 2024-03-31 0 $0 -442
   WILEY BROS.-AINTREE CAPITAL LLC 500 *Closed 2024-03-31 0 $0 -9,959
   Lehman & Derafelo Financial Resources LLC 150 *Closed 2022-12-31 0 $0 -1,375
   Atlantic Edge Private Wealth Management LLC 493 *Closed 2024-03-31 0 $0 -10
   TWO SIGMA SECURITIES LLC 1728 *Closed 2024-03-31 0 $0 -2,932
   Cassia Capital Partners LLC 63 *Closed 2024-03-31 0 $0 -4,196
   HighMark Wealth Management LLC 542 *Closed 2024-03-31 0 $0 -49
   Rockbridge Investment Management LCC 293 *Closed 2024-03-31 0 $0 -460
   Krasney Financial LLC 272 *Closed 2024-03-31 0 $0 -45,826
   SHEETS SMITH & ASSOCIATES INC 427 *Closed 2024-03-31 0 $0 -745
   Kingsview Wealth Management LLC 1024 *Closed 2024-03-31 0 $0 -4,470
   AlphaCore Capital LLC 227 *Closed 2024-03-31 0 $0 -50
   ATRIA INVESTMENTS LLC 934 *Closed 2023-12-31 0 $0 -14,403
   CAMBRIDGE TRUST CO 705 *Closed 2023-12-31 0 $0 -528
   CALDWELL SUTTER CAPITAL INC. 903 *Closed 2024-03-31 0 $0 -103
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 3536 *Closed 2024-03-31 0 $0 -318,246
   Ritter Daniher Financial Advisory LLC / DE 327 *Closed 2024-03-31 0 $0 -1,685
   Ten Capital Wealth Advisors LLC 290 *Closed 2023-06-30 0 $0 -41
   FIFTH THIRD BANCORP 2432 *Closed 2024-03-31 0 $0 -151
   Newbridge Financial Services Group Inc. 1211 *Closed 2024-03-31 0 $0 -39
   McGlone Suttner Wealth Management Inc. 608 *Closed 2024-03-31 0 $0 -47
   SIMPLEX TRADING LLC 2885 *Closed 2024-03-31 0 $0 -619
   First Pacific Financial 428 *Closed 2024-03-31 0 $0 -3
   CENTRAL BANK & TRUST CO 345 *Closed 2024-03-31 0 $0 -580
   IFG Advisory LLC 441 *Closed 2024-03-31 0 $0 -9,305
   KARLINSKI ANDREW C 71 *Closed 2022-12-31 0 $0 -700
   CAPITAL DIRECTIONS INVESTMENT ADVISORS, LLC 258 *Closed 2022-12-31 0 $0 -95
   GOODMAN & COMPANY INVESTMENT COUNSEL LTD. 941 *Closed 2024-03-31 0 $0 -20,290
   WEDBUSH MORGAN SECURITIES INC 1274 *Closed 2024-03-31 0 $0 -2,948
   FDX ADVISORS, INC. *Closed 2024-03-31 0 $0 -27,488
   PACES FERRY WEALTH ADVISORS LLC 115 *Closed 2024-03-31 0 $0 -3,147
   Granite Bay Wealth Management LLC *Closed 2024-03-31 0 $0 -57,804
   Wescott Financial Advisory Group LLC 173 *Closed 2024-03-31 0 $0 -7,824
   CFO4Life L.P. 207 *Closed 2022-12-31 0 $0 -63,376
   Kovack Advisors Inc. 522 *Closed 2024-03-31 0 $0 -5,509
   OLD MISSION CAPITAL LLC 1128 *Closed 2024-03-31 0 $0 -25,981
   Davidson Capital Management Inc. 133 *Closed 2024-03-31 0 $0 -244
   Life Planning Partners Inc 190 *Closed 2024-03-31 0 $0 -21
   INSTITUTIONAL & FAMILY ASSET MANAGEMENT LLC 749 *Closed 2024-03-31 0 $0 -23
   Register Financial Advisors LLC 754 *Closed 2024-03-31 0 $0 -353
   Lee Financial CORP 701 *Closed 2024-03-31 0 $0 -45
   TD Waterhouse Canada Inc. 1887 *Closed 2024-03-31 0 $0 -412
   Meridian Wealth Management LLC 533 *Closed 2024-03-31 0 $0 -3,379
   Quotient Wealth Partners LLC 303 *Closed 2024-03-31 0 $0 -3,514
   OneAscent Financial Services LLC 390 *Closed 2024-03-31 0 $0 -4,492
   Frontier Asset Management LLC 63 *Closed 2024-03-31 0 $0 -4,053
   EMFO LLC 289 *Closed 2024-03-31 0 $0 -370
   Orion Portfolio Solutions LLC 1755 *Closed 2024-03-31 0 $0 -7,186

  53 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results