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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 :
2
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
   NORTHERN TRUST CORP 3201 *New 2023-12-31 19,083 $1,323,000 19,083
   Resource Planning Group 32 *New 2023-12-31 15,883 $1,101,000 15,883
   Eagle Strategies LLC 99 *New 2024-03-31 14,777 $1,047,000 14,777
   Steward Financial Group LLC 28 *New 2023-09-30 13,063 $851,000 13,063
   Pallas Capital Advisors LLC 293 *New 2024-03-31 6,479 $459,000 6,479
   BURNS WEALTH MANAGEMENT, INC. 460 *New 2023-12-31 2,970 $206,000 2,970
   WEDBUSH MORGAN SECURITIES INC 959 *New 2023-12-31 2,948 $204,000 2,948
   TWO SIGMA SECURITIES LLC 871 *New 2023-12-31 2,932 $203,000 2,932
   DELTA ASSET MANAGEMENT LLC/TN 191 *New 2023-12-31 1,474 $102,000 1,474
   First Capital Advisors Group LLC. 299 *New 2023-06-30 746 $50,000 746
   SHEETS SMITH & ASSOCIATES INC 383 *New 2023-09-30 745 $49,000 745
   Naples Money Management LLC 111 *New 2024-03-31 415 $29,000 415
   WFA of San Diego LLC 238 *New 2023-09-30 301 $20,000 301
   Davidson Capital Management Inc. 63 *New 2023-12-31 244 $17,000 244
   FIRST MANHATTAN CO 1050 *New 2023-12-31 236 $16,000 236
   Future Financial Wealth Managment LLC 385 *New 2024-03-31 177 $13,000 177
   MARK SHEPTOFF FINANCIAL PLANNING LLC 269 *New 2023-12-31 176 $12,000 176
   LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP 503 *New 2024-03-31 121 $8,000 121
   MTM Investment Management LLC 266 *New 2024-03-31 115 $8,000 115
   Beaird Harris Wealth Management LLC 366 *New 2023-12-31 83 $6,000 83
   HAZLETT BURT & WATSON INC. 573 *New 2024-03-31 64 $5,000 64
   JAMISON PRIVATE WEALTH MANAGEMENT INC. 356 *New 2024-03-31 75 $5,000 75
   LOGAN CAPITAL MANAGEMENT INC 438 *New 2023-12-31 64 $4,000 64
   Center for Financial Planning Inc. 489 *New 2024-03-31 62 $4,000 62
   INSTITUTIONAL & FAMILY ASSET MANAGEMENT LLC 551 *New 2023-12-31 23 $2,000 23
   KISTLERTIFFANY COMPANIES, LLC 819 *New 2023-06-30 25 $2,000 25
   Sutton Wealth Advisors Inc. 859 *New 2023-09-30 3 $0 3
   First Command Advisory Services Inc. 650 *New 2024-03-31 19 $0 19

  28 Records found
  1    
  Page 1 of 1
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