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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: 452    17
Total shares held : 
 87,961,088  
% of shares held : 
 58.84%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -115  
Amount of shares held : 
 -4,374,339  
% of shares held change : 
   -2.93%  
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 :
27
 166,939
 0.19%
 
Increased Positions :
117
 3,524,103
 4.01%
 
Unchanged Positions :
93
 451,328
 0.51%
 
Decreased Positions :
215
-7,250,445
-8.24%
 
Closed Positions :
44
-814,936
-0.93%
 
Guru Positions :
1
0
 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/ 93 - 2023-12-31 31,252,326 $2,167,036,000 -596,413
   FMR LLC 239 - 2023-12-31 13,784,618 $955,825,000 1,466,769
   ENVESTNET ASSET MANAGEMENT INC 125 - 2023-12-31 5,191,062 $359,948,000 178,690
   BLACKROCK INC. 1293 - 2023-12-31 4,864,526 $337,306,000 -97,252
   MERCER GLOBAL ADVISORS INC /ADV 26 - 2023-12-31 4,002,332 $277,522,000 503,939
   MORGAN STANLEY 854 - 2023-12-31 2,425,164 $168,161,000 -987,464
   WHARTON BUSINESS GROUP, LLC 3 - 2023-12-31 1,998,105 $138,549,000 393,031
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 69 - 2023-12-31 1,914,859 $132,776,000 -163,205
   ADVANTUS CAPITAL MANAGEMENT INC 7 - 2023-12-31 1,126,448 $78,108,000 -42,000
   FINANCIAL ENGINES ADVISORS L.L.C. 43 - 2023-12-31 1,022,614 $70,908,000 18,832
   AMERIPRISE FINANCIAL INC 662 - 2023-12-31 938,335 $65,641,000 -51,384
   LPL FINANCIAL CORP 427 - 2023-12-31 899,038 $62,339,000 -27,740
   SEI INVESTMENTS CO 214 - 2023-12-31 880,289 $61,039,000 -37,484
   WELLS FARGO & CO/MN 682 - 2023-12-31 726,701 $50,389,000 -39,953
   ROYAL BANK OF CANADA 755 - 2023-12-31 611,307 $42,388,000 -85,934
   UBS Group AG 753 - 2023-12-31 596,791 $41,381,000 -71,224
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 135 - 2023-12-31 495,433 $34,353,000 91
   ALLIANCEBERNSTEIN L.P. 716 - 2023-12-31 465,219 $32,258,000 -6,414
   COMMONWEALTH EQUITY SERVICES LLC. 372 - 2023-12-31 375,107 $26,010,000 -6,237
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 406 - 2023-12-31 362,492 $25,135,000 -374,322
   HORIZON INVESTMENTS, LLC/SC 20 - 2023-12-31 353,504 $24,512,000 -32,265
   BANK OF NEW YORK MELLON CORP 1497 - 2023-12-31 348,951 $24,196,000 -125,739
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 1541 - 2023-12-31 318,246 $22,067,000 -17,173
   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
   Advisor Group Holdings Inc. 507 - 2023-12-31 270,510 $18,764,000 -253,397
   AMUNDI 728 - 2023-12-31 262,600 $18,203,000 80,600
   CUTLER INVESTMENT COUNSEL LLC 9 - 2023-12-31 252,249 $17,491,000 4,155
   Legacy Financial Advisors Inc. 7 - 2023-12-31 230,380 $15,975,000 -5,944
   CAPTRUST FINANCIAL ADVISORS 280 - 2023-12-31 222,539 $15,431,000 -47,008
   Vestcor Investment Management Corp 41 - 2023-12-31 211,010 $14,631,000 186,964
   Symmetry Partner LLC 27 - 2024-03-31 196,967 $13,961,000 -44,376
   COMERICA BANK 303 - 2023-12-31 200,405 $13,896,000 -4,995
   MARINER WEALTH ADVISORS, LLC 384 - 2023-12-31 199,748 $13,851,000 -66,873
   Armbruster Capital Management Inc. 11 - 2023-12-31 196,055 $13,594,000 -324
   Lester Murray Antman dba SimplyRich - 2023-12-31 188,022 $13,037,000 188,022
   JJJ Advisors Inc. 10 - 2024-03-31 182,937 $12,967,000 1,745
   FAMILY CAPITAL TRUST CO - 2023-12-31 174,477 $12,098,000 -3,500
   MML INVESTORS SERVICES LLC 326 - 2023-12-31 171,005 $11,857,000 -54,093
   ANDERSON HOAGLAND & CO 20 - 2024-03-31 170,543 $11,800,000 5,054
   J P MORGAN CHASE & CO 1920 - 2023-12-31 168,813 $11,705,000 85,426
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 253 - 2023-12-31 160,767 $11,148,000 -1,711
   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
   RAYMOND JAMES & ASSOCIATES 1069 - 2023-12-31 151,989 $10,539,000 -26,255
   SAGE ADVISORY SERVICES, LTD.CO. 16 - 2023-12-31 146,379 $10,150,000 411
   KOCHIS FITZ/QUINTILE LLC 34 - 2024-03-31 142,127 $10,074,000 -14,006
   PRINCIPAL SECURITIES INC. 55 - 2023-12-31 144,908 $10,048,000 0
   Geneos Wealth Management Inc. - 2023-12-31 141,259 $9,795,000 -1,499
   HIGHTOWER ADVISORS, LLC 709 - 2023-12-31 137,473 $9,531,000 -14,843
   Rehmann Capital Advisory Group 23 - 2023-12-31 135,223 $9,376,000 -6,212
   MISSION CREEK CAPITAL PARTNERS INC 4 - 2023-12-31 132,636 $9,197,000 4,581
   VAUGHAN AND COMPANY SECURITIES INC. - 2023-12-31 125,459 $8,699,000 4,472
   HERON FINANCIAL GROUP LLC 3 - 2023-06-30 127,460 $8,604,000 -7,276
   RSM US WEALTH MANAGEMENT LLC 70 - 2023-12-31 121,314 $8,412,000 37,369
   Cetera Investment Advisers 268 - 2023-12-31 119,765 $8,305,000 -22,639
   LEDYARD NATIONAL BANK 43 - 2023-12-31 118,596 $8,223,000 3,936
   Sontag Advisory LLC 83 - 2023-12-31 117,887 $8,174,000 -5,069
   PROVISE MANAGEMENT GROUP LLC 43 - 2023-12-31 112,585 $7,807,000 -5,434
   Magnus Financial Group LLC 25 - 2023-12-31 111,872 $7,757,000 1,973
   US BANCORP 479 - 2023-12-31 108,466 $7,521,000 2,171
   APCM Wealth Management for Individuals 20 - 2024-03-31 104,284 $7,392,000 103,314
   ASSET MANAGEMENT GROUP, INC. 22 - 2023-12-31 105,040 $7,283,000 -13,245
   TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 32 - 2023-12-31 104,223 $7,227,000 -79,526
   CREATIVE PLANNING 463 - 2023-12-31 104,115 $7,219,000 -32,714
   WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 91 - 2023-12-31 101,680 $7,050,000 50,502
   Well Done LLC 13 - 2024-03-31 99,233 $7,034,000 -1,685
   DAVIDSON D A & CO 221 - 2023-12-31 101,241 $7,020,000 -3,131
   BB&T CORP 748 - 2023-12-31 96,538 $6,694,000 -75,373
   McNaughton Wealth Management LLC 8 - 2024-03-31 94,167 $6,675,000 3,323
   H D Vest Advisory Services 226 - 2023-12-31 96,003 $6,657,000 -19,135
   Facet Wealth Inc. 35 - 2023-12-31 96,487 $6,643,000 44,736
   MULTIFINANCIAL SECURITIES CORP 216 - 2023-12-31 93,018 $6,450,000 -1,999
   Friedenthal Financial 4 - 2023-12-31 90,442 $6,271,000 443
   FINANCIAL NETWORK 489 - 2023-12-31 87,289 $6,053,000 -25,206
   PNC FINANCIAL SERVICES GROUP INC 596 - 2023-12-31 86,389 $5,990,000 -10,531
   Envestnet Portfolio Solutions Inc. 290 - 2023-12-31 85,336 $5,917,000 -46,503
   GOLDMAN SACHS GROUP INC/ 2450 - 2023-12-31 84,461 $5,857,000 55,839
   Atria Wealth Solutions Inc. 288 - 2023-12-31 79,646 $5,523,000 -2,055
   BANK OF MONTREAL /CAN/ 1027 - 2023-12-31 71,052 $5,381,000 1,398
   Yeomans Consulting Group Inc. 11 - 2023-12-31 74,579 $5,171,000 0
   Adviser Investments LLC 135 *New 2023-12-31 69,884 $4,846,000 69,884
   Baird Financial Group Inc. 666 - 2023-12-31 69,287 $4,804,000 -594
   ESTATE COUNSELORS, LLC - 2023-12-31 67,070 $4,651,000 1,590
   Equitable Holdings Inc. 240 - 2023-12-31 64,709 $4,487,000 -9,323
   Goss Wealth Management LLC 384 - 2023-12-31 63,818 $4,410,000 2,981
   Merit Financial Group LLC 114 - 2023-12-31 61,191 $4,243,000 -4,135
   STIFEL FINANCIAL CORP 1201 - 2023-12-31 60,180 $4,174,000 23,474
   GLENMEDE TRUST CO NA 449 - 2023-12-31 58,346 $4,046,000 -1,000
   Private Advisor Group LLC 518 - 2023-12-31 57,487 $3,986,000 1,400
   Polaris Wealth Advisers LLC 85 - 2023-09-30 61,078 $3,984,000 61,078
   Granite Bay Wealth Management LLC 123 - 2023-12-31 57,804 $3,831,000 -13,956
   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
   Capital Analysts Inc. 102 - 2023-12-31 52,234 $3,622,000 -3,077
   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
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 585 - 2023-09-30 53,320 $3,478,000 71
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 334 - 2023-12-31 50,132 $3,476,000 -19,323
  100 Records found
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