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Get Institutions for : 
Ishares Msci All Country World Minimum Volatility (ACWV)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 292    1
Total shares held : 
 19,133,954  
% of shares held : 
 30.76%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -60  
Amount of shares held : 
 -898,567  
% of shares held change : 
   -1.44%  
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 :
22
 67,048
 0.35%
 
Increased Positions :
73
 522,426
 2.73%
 
Unchanged Positions :
65
 352,597
 1.84%
 
Decreased Positions :
132
-1,255,796
-6.56%
 
Closed Positions :
23
-232,245
-1.21%
 
Guru Positions :
0
 0%
 
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 period: 12-31-2023 View holdings for period: 3-31-2024 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
   SEI INVESTMENTS CO 41 - 2024-06-30 2,720,023 $284,622,000 -42,454
   KOCHIS FITZ/QUINTILE LLC 2 - 2024-06-30 2,410,703 $252,258,000 -60,101
   MANUFACTURERES LIFE INSURANCE CO 95 - 2024-06-30 2,200,755 $230,287,000 -150,729
   BLACKROCK INC. 1670 - 2024-06-30 1,722,971 $180,292,000 -14,384
   BANK OF AMERICA CORP /DE/ 742 - 2024-06-30 1,456,390 $152,397,000 -81,757
   GOODMAN & COMPANY INVESTMENT COUNSEL LTD. 121 - 2024-06-30 963,254 $100,795,000 -28,631
   LPL FINANCIAL CORP 472 - 2024-06-30 632,563 $66,191,000 -15,404
   MORGAN STANLEY 1805 - 2024-06-30 451,828 $47,279,000 -38,609
   UBS Group AG 849 - 2024-06-30 399,870 $41,842,000 2,578
   ENVESTNET ASSET MANAGEMENT INC 788 - 2024-06-30 363,018 $37,986,000 -8,391
   PICTET ASSET MANAGEMENT SA 402 - 2023-06-30 269,725 $26,448,000 269,725
   Symmetry Partner LLC 20 - 2024-06-30 250,953 $26,260,000 -52,749
   AMERIPRISE FINANCIAL INC 1128 - 2024-06-30 237,464 $25,363,000 -50,585
   SEARCY FINANCIAL SERVICES INC /ADV 3 - 2024-06-30 209,216 $21,892,000 2,967
   WMS PARTNERS, LLC 19 - 2024-06-30 181,164 $18,957,000 -6,223
   BESSEMER GROUP INC 262 - 2024-06-30 166,436 $17,416,000 0
   ALLIANCEBERNSTEIN L.P. 949 - 2024-06-30 154,569 $16,174,000 -6,334
   DORVAL Corp 5 - 2024-06-30 152,617 $15,938,000 4,550
   WELLS FARGO & CO/MN 1317 - 2024-06-30 138,112 $14,452,000 833
   Baron Silver Stevens Financial Advisors LLC 14 - 2024-06-30 135,923 $14,223,000 -2,031
   RAYMOND JAMES & ASSOCIATES 975 - 2024-06-30 132,779 $13,894,000 -583
   COMMONWEALTH EQUITY SERVICES LLC. 662 - 2024-06-30 132,462 $13,861,000 -9,823
   ROYAL BANK OF CANADA 1359 - 2024-06-30 125,991 $13,184,000 46,969
   MARINER WEALTH ADVISORS, LLC 459 - 2024-06-30 114,886 $12,022,000 -5,101
   BB&T CORP 550 - 2024-06-30 112,649 $11,788,000 -1,862
   NATIONAL BANK OF CANADA /FI/ 456 - 2024-06-30 110,189 $11,515,000 -137,834
   CAPTRUST FINANCIAL ADVISORS 331 - 2024-06-30 109,564 $11,465,000 -9,139
   Kestra Advisory Services LLC 338 - 2024-06-30 106,425 $10,821,000 -2,091
   J P MORGAN CHASE & CO 2013 - 2024-06-30 102,552 $10,731,000 12,287
   PRUDENTIAL CORP PLC 159 - 2024-06-30 99,683 $10,431,000 -40,682
   Ackerman Capital Advisors LLC 10 - 2024-06-30 95,325 $9,975,000 -1,603
   GLENMEDE TRUST CO NA 348 - 2024-06-30 93,762 $9,811,000 1,050
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 837 - 2024-06-30 93,342 $9,767,000 -1,636
   Equitable Holdings Inc. 166 - 2024-06-30 90,394 $9,459,000 4,655
   Tacita Capital Inc 1 - 2024-06-30 88,119 $9,221,000 31,670
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 502 - 2024-06-30 87,413 $9,147,000 -204
   MERCER GLOBAL ADVISORS INC /ADV 325 - 2024-06-30 85,692 $8,967,000 -7,168
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 446 - 2024-06-30 84,088 $8,799,000 -1,504
   Sanford Advisory Services LLC 12 - 2022-12-31 89,940 $8,546,000 1,983
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 417 - 2023-09-30 80,086 $7,642,000 -310
   Iron Financial LLC 9 - 2024-06-30 67,210 $7,033,000 -1,028
   WFA Asset Management Corp 10 - 2024-06-30 64,970 $6,798,000 -9,203
   Cetera Investment Advisers 860 - 2024-06-30 61,799 $6,467,000 1,159
   Bryant Woods Investment Advisors LLC 7 - 2024-06-30 67,583 $6,449,000 53,915
   Dynamic Advisors Solutions LLC 124 - 2024-06-30 60,012 $6,280,000 25,703
   FMR LLC 1912 - 2024-06-30 56,672 $5,930,000 28,826
   HART & PATTERSON FINANCIAL GROUP LLC 12 - 2024-06-30 51,119 $5,349,000 -121
   Rockefeller Capital Management L.P. 677 - 2024-06-30 48,448 $5,070,000 -603
   Financial Connections Group Inc. 12 - 2024-06-30 47,898 $5,012,000 47,898
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1036 - 2024-06-30 43,890 $4,593,000 -22,571
   Advisor Group Holdings Inc. 1063 - 2024-06-30 43,096 $4,510,000 -15,305
   HIGHTOWER ADVISORS, LLC 1035 - 2024-06-30 42,275 $4,428,000 -5,275
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 843 - 2024-06-30 40,036 $4,189,000 -3,293
   Turtle Creek Wealth Advisors LLC 42 - 2024-06-30 39,525 $4,136,000 -3,776
   Rainsberger Wealth Advisors Inc. - 2023-12-31 40,797 $4,094,000 -1,350
   Cadent Capital Advisors LLC 21 - 2024-06-30 38,147 $3,992,000 376
   FDX ADVISORS, INC. 27 - 2024-06-30 37,086 $3,881,000 -1,241
   Cresset Asset Management LLC 471 - 2024-06-30 36,896 $3,861,000 -4,956
   SYM FINANCIAL CORPORATION 16 - 2024-06-30 36,646 $3,835,000 2,024
   WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 131 - 2024-03-31 32,752 $3,448,000 8,147
   GSG Advisors LLC 18 - 2024-06-30 32,986 $3,447,000 -868
   Creekside Partners 11 - 2024-06-30 32,679 $3,420,000 0
   CWM LLC 511 - 2024-06-30 31,449 $3,291,000 8,233
   TRUSTCORE FINANCIAL SERVICES LLC 42 - 2022-12-31 34,182 $3,248,000 -1,479
   MULTIFINANCIAL SECURITIES CORP 612 - 2024-03-31 30,619 $3,223,000 -897
   Goss Wealth Management LLC 582 - 2024-06-30 29,367 $3,073,000 10,727
   BANK OF NEW YORK MELLON CORP 2580 - 2024-06-30 28,393 $2,971,000 -26,852
   John W. Brooker & Co. CPAs 22 - 2024-06-30 26,695 $2,793,000 -1,013
   Summit Financial LLC 119 - 2024-06-30 25,468 $2,665,000 232
   FINANCIAL NETWORK 894 - 2024-03-31 25,112 $2,644,000 -1,104
   RENAISSANCE TECHNOLOGIES LLC 1706 - 2024-06-30 24,900 $2,606,000 1,400
   Perigon Wealth Management LLC 222 - 2024-06-30 24,873 $2,603,000 -2,254
   PRUDENTIAL FINANCIAL INC 1287 - 2024-06-30 24,318 $2,545,000 1,471
   Balentine LLC 31 - 2024-06-30 23,531 $2,462,000 -1,596
   Brookstone Capital Management 343 - 2024-06-30 22,715 $2,458,000 3,398
   OLD MISSION CAPITAL LLC 173 - 2024-06-30 23,321 $2,440,000 23,321
   Hartland & Co. LLC 271 - 2024-06-30 20,211 $2,115,000 13,922
   Patriot Financial Group Insurance Agency LLC 74 - 2024-06-30 19,586 $2,049,000 4,024
   Arcus Capital Partners LLC 24 - 2024-06-30 19,424 $2,033,000 -1,960
   Ausdal Financial Partners Inc. 105 - 2024-06-30 19,383 $2,028,000 -1,137
   Stratos Wealth Advisors LLC 219 - 2024-06-30 17,946 $1,878,000 999
   DRAVO BAY LLC 22 - 2024-06-30 17,635 $1,845,000 2,388
   Graves-Light Private Wealth Management Inc. 66 - 2024-06-30 17,242 $1,802,000 -20
   Granite FO LLC 17 - 2024-06-30 17,084 $1,788,000 221
   PFG Advisors 200 - 2024-06-30 17,034 $1,782,000 7,780
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 427 - 2024-06-30 16,889 $1,767,000 -488
   HPM Partners LLC 968 - 2024-06-30 16,398 $1,716,000 9,913
   Mandatum Life Insurance Co Ltd 34 - 2024-06-30 16,328 $1,709,000 7
   Consolidated Portfolio Review Corp 65 - 2024-06-30 16,033 $1,678,000 -6,364
   First International Bank & Trust 19 - 2024-06-30 15,755 $1,649,000 0
   Lester Murray Antman dba SimplyRich 47 - 2024-06-30 15,006 $1,570,000 -193
   Philip James Wealth Mangement LLC 17 - 2024-06-30 14,943 $1,564,000 39
   Merit Financial Group LLC 316 - 2024-06-30 14,847 $1,554,000 -65
   RESOLUTE FINANCIAL LLC 19 - 2022-12-31 15,932 $1,514,000 -274
   STEPHENS INC /AR/ 488 - 2024-06-30 14,366 $1,503,000 0
   Financial Advisors LLC 19 - 2024-06-30 14,277 $1,494,000 0
   Visionary Wealth Advisors 209 - 2024-06-30 13,645 $1,428,000 77
   NewEdge Wealth LLC 367 - 2024-06-30 13,570 $1,420,000 -25
   PLANNING DIRECTIONS INC 23 - 2024-06-30 13,531 $1,416,000 -626
   HARBOUR INVESTMENTS INC. 332 - 2024-06-30 13,509 $1,414,000 -1,118
  100 Records found
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