|
|
|
| 
|
|
|
My Recent Searches
|
|
|
|
|
|
|
|
|
|
Ishares Msci Eafe Minimum Volatility Index Fund (EFAV) |
|
|
$ 0.00 (0.00%) as of 4:30 Fri 2/14
|
|
Download |
|
| |
Institutional
Holders
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:
|
|
|
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 :
|
|
|
|
(%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  Personal Resources Investment & Strategic Manageme |
24 |
- |
2024-03-31 |
31,007 |
$2,198,000 |
0 |
|
| INVESTMENT PARTNERS LTD /OH/ /ADV |
51 |
- |
2024-03-31 |
16,007 |
$1,135,000 |
0 |
|
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV |
25 |
- |
2024-03-31 |
12,237 |
$867,000 |
0 |
|
| Versant Capital Management Inc |
56 |
- |
2024-03-31 |
10,500 |
$744,000 |
0 |
|
| EVERGREEN CAPITAL MANAGEMENT LLC |
337 |
- |
2023-12-31 |
10,432 |
$723,000 |
0 |
|
| MONECO Advisors LLC |
213 |
- |
2024-03-31 |
8,626 |
$611,000 |
0 |
|
| SUMMIT INVESTMENT ADVISORS INC |
752 |
- |
2023-12-31 |
8,326 |
$577,000 |
0 |
|
| Black Diamond Financial LLC |
63 |
- |
2023-12-31 |
8,090 |
$561,000 |
0 |
|
| FRANKLIN RESOURCES INC |
1899 |
- |
2023-12-31 |
6,883 |
$477,000 |
0 |
|
| Evanson Asset Management LLC |
190 |
- |
2024-03-31 |
6,530 |
$463,000 |
0 |
|
| Pinnacle Bank |
119 |
- |
2024-03-31 |
5,665 |
$402,000 |
0 |
|
| Traverso Chambers Private Wealth Management LLC |
84 |
- |
2023-12-31 |
5,800 |
$402,000 |
0 |
|
| Sovereign Investment Advisors LLC |
32 |
- |
2023-12-31 |
5,430 |
$377,000 |
0 |
|
| Financial Perspectives Inc |
90 |
- |
2024-03-31 |
5,165 |
$366,000 |
0 |
|
| Alta Wealth Advisors LLC |
97 |
- |
2024-03-31 |
4,979 |
$353,000 |
0 |
|
| JOHNSON INVESTMENT COUNSEL INC |
560 |
- |
2023-12-31 |
4,979 |
$345,000 |
0 |
|
| ETFIDEA LLC |
92 |
- |
2024-03-31 |
4,585 |
$325,000 |
0 |
|
| Sage Capital Advisorsllc |
115 |
- |
2024-03-31 |
4,413 |
$313,000 |
0 |
|
| Syntegra Private Wealth Group LLC |
97 |
- |
2023-12-31 |
4,485 |
$311,000 |
0 |
|
| High Net Worth Advisory Group LLC |
162 |
- |
2024-03-31 |
4,361 |
$309,000 |
0 |
|
| Ackerman Capital Advisors LLC |
82 |
- |
2024-03-31 |
4,300 |
$305,000 |
0 |
|
| Bond & Devick Financial Network Inc. |
116 |
- |
2024-03-31 |
4,222 |
$299,000 |
0 |
|
| ALESCO ADVISORS LLC |
153 |
- |
2023-12-31 |
3,950 |
$274,000 |
0 |
|
| CEERA INVESTMENTS LLC |
71 |
- |
2023-12-31 |
3,810 |
$264,000 |
0 |
|
| PRIVATE TRUST CO NA |
575 |
- |
2024-03-31 |
3,394 |
$241,000 |
0 |
|
| Meridian Wealth Advisors LLC |
160 |
- |
2023-12-31 |
3,390 |
$235,000 |
0 |
|
| PRINCIPAL FINANCIAL GROUP INC |
2140 |
- |
2024-03-31 |
3,258 |
$231,000 |
0 |
|
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. |
47 |
- |
2024-03-31 |
3,239 |
$230,000 |
0 |
|
| Bristlecone Advisors LLC |
262 |
- |
2024-03-31 |
3,215 |
$228,000 |
0 |
|
| 180 WEALTH ADVISORS LLC |
357 |
- |
2024-03-31 |
3,054 |
$216,000 |
0 |
|
| Brandywine Oak Private Wealth LLC |
216 |
- |
2023-12-31 |
3,120 |
$216,000 |
0 |
|
| WHITTIER TRUST CO OF NEVADA INC |
459 |
- |
2024-03-31 |
3,003 |
$213,000 |
0 |
|
| PDS Planning Inc |
352 |
- |
2024-03-31 |
2,930 |
$208,000 |
0 |
|
| Paladin Advisory Group LLC |
89 |
- |
2023-12-31 |
2,695 |
$187,000 |
0 |
|
| Sunbelt Securities Inc. |
553 |
- |
2024-03-31 |
2,535 |
$180,000 |
0 |
|
| Asset Dedication LLC |
310 |
- |
2024-03-31 |
2,419 |
$172,000 |
0 |
|
| Colonial Trust Co / SC |
289 |
- |
2023-12-31 |
2,449 |
$170,000 |
0 |
|
| Smartleaf Asset Management LLC |
355 |
- |
2024-03-31 |
2,455 |
$169,000 |
0 |
|
| PARKSIDE FINANCIAL BANK & TRUST |
436 |
- |
2024-03-31 |
1,920 |
$136,000 |
0 |
|
| Archer Investment Corp |
264 |
- |
2023-12-31 |
1,734 |
$120,000 |
0 |
|
| Ritter Daniher Financial Advisory LLC / DE |
106 |
- |
2023-12-31 |
1,685 |
$117,000 |
0 |
|
| WHITTIER TRUST CO |
759 |
- |
2024-03-31 |
1,637 |
$116,000 |
0 |
|
| BARRETT & COMPANY INC. |
216 |
- |
2024-03-31 |
1,150 |
$82,000 |
0 |
|
| MASSMUTUAL TRUST CO FSB/ADV |
570 |
- |
2024-03-31 |
876 |
$62,000 |
0 |
|
| CKW FINANCIAL GROUP |
133 |
- |
2024-03-31 |
802 |
$57,000 |
0 |
|
| WEBSTER BANK |
355 |
- |
2024-03-31 |
650 |
$46,000 |
0 |
|
| Halpern Financial Inc. |
101 |
- |
2024-03-31 |
600 |
$42,000 |
0 |
|
| COLONIAL ASSET MANAGEMENT, INC. |
338 |
- |
2023-12-31 |
575 |
$40,000 |
0 |
|
| Lumature Wealth Partners LLC |
234 |
- |
2023-06-30 |
575 |
$39,000 |
0 |
|
| Cedar Wealth Management LLC |
167 |
- |
2023-12-31 |
561 |
$39,000 |
0 |
|
| Glass Jacobson Investment Advisors llc |
383 |
- |
2024-03-31 |
555 |
$39,000 |
0 |
|
| Milestone Investment Advisors LLC |
98 |
- |
2023-12-31 |
554 |
$38,000 |
0 |
|
| Rockbridge Investment Management LCC |
283 |
- |
2023-12-31 |
460 |
$32,000 |
0 |
|
| Beacon Capital Management LLC |
339 |
- |
2023-12-31 |
401 |
$26,000 |
0 |
|
| Founders Financial Alliance LLC |
397 |
- |
2023-12-31 |
303 |
$21,000 |
0 |
|
| SANDY SPRING BANK |
|
- |
2023-12-31 |
292 |
$20,000 |
0 |
|
| Signature Resources Capital Management LLC |
151 |
- |
2024-03-31 |
272 |
$19,000 |
0 |
|
| Cassady Schiller Wealth Management LLC |
282 |
- |
2023-12-31 |
276 |
$19,000 |
0 |
|
| OGOREK ANTHONY JOSEPH /NY/ /ADV |
177 |
- |
2024-03-31 |
268 |
$18,000 |
0 |
|
| Cribstone Capital Management LLC |
210 |
- |
2022-12-31 |
275 |
$17,000 |
0 |
|
| BROWN BROTHERS HARRIMAN & CO |
878 |
- |
2023-12-31 |
252 |
$17,000 |
0 |
|
| BALDWIN BROTHERS INC/MA |
512 |
- |
2024-03-31 |
230 |
$16,000 |
0 |
|
| PrairieView Partners LLC |
259 |
- |
2024-03-31 |
205 |
$15,000 |
0 |
|
| CLEAR INVESTMENT RESEARCH LLC |
147 |
- |
2024-03-31 |
217 |
$15,000 |
0 |
|
| JFS WEALTH ADVISORS, LLC |
733 |
- |
2024-03-31 |
180 |
$13,000 |
0 |
|
| Hexagon Capital Partners LLC |
811 |
- |
2024-03-31 |
176 |
$12,000 |
0 |
|
| Sargent Bickham Lagudis LLC |
708 |
- |
2022-12-31 |
150 |
$10,000 |
0 |
|
| SIGNATUREFD, LLC |
2286 |
- |
2024-03-31 |
144 |
$10,000 |
0 |
|
| IFP Advisors Inc |
2208 |
- |
2023-12-31 |
130 |
$9,000 |
0 |
|
| Key Financial Inc |
772 |
- |
2024-03-31 |
128 |
$9,000 |
0 |
|
| Efficient Wealth Management LLC |
344 |
- |
2024-03-31 |
104 |
$8,000 |
0 |
|
| Core Wealth Advisors Inc. |
197 |
- |
2023-12-31 |
110 |
$8,000 |
0 |
|
| BANGOR SAVINGS BANK |
432 |
- |
2024-03-31 |
99 |
$7,000 |
0 |
|
| HOLLENCREST SECURITIES LLC |
791 |
- |
2024-03-31 |
86 |
$6,000 |
0 |
|
| Rosenberg Matthew Hamilton |
713 |
- |
2024-03-31 |
53 |
$4,000 |
0 |
|
| AMERICAN NATIONAL BANK |
446 |
- |
2024-03-31 |
42 |
$3,000 |
0 |
|
| Lee Financial CORP |
650 |
- |
2023-12-31 |
45 |
$3,000 |
0 |
|
| AlphaCore Capital LLC |
356 |
- |
2023-12-31 |
50 |
$3,000 |
0 |
|
| MOTCO |
475 |
- |
2023-12-31 |
39 |
$3,000 |
0 |
|
| ALPHAMARK ADVISORS LLC |
677 |
- |
2024-03-31 |
20 |
$1,000 |
0 |
|
| Princeton Global Asset Management LLC |
548 |
- |
2024-03-31 |
11 |
$1,000 |
0 |
|
| Atlantic Trust LLC |
399 |
- |
2023-12-31 |
15 |
$1,000 |
0 |
|
| Jackson Hole Capital Partners LLC |
269 |
- |
2023-12-31 |
12 |
$1,000 |
0 |
|
| Iron Horse Wealth Management LLC |
393 |
- |
2024-03-31 |
15 |
$1,000 |
0 |
|
| Fairman Group LLC |
379 |
- |
2024-03-31 |
4 |
$0 |
0 |
|
|
85 Records found
|
1
|
Page 1 of 1 |
|
Download: (Current
Quarter Only)
|
|
|
Download only Institutional Holders.
(Default)
Download only
Summary Infomation.
Download
both Summary and Institutional Data
|
|
|
|
Free Registration Required For Full Results
|
|
|
|
