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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
   BANK OF AMERICA CORP /DE/ 93 - 2023-12-31 31,252,326 $2,167,036,000 -596,413
   BLACKROCK INC. 1293 - 2023-12-31 4,864,526 $337,306,000 -97,252
   MORGAN STANLEY 854 - 2023-12-31 2,425,164 $168,161,000 -987,464
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 69 - 2023-12-31 1,914,859 $132,776,000 -163,205
   ADVANTUS CAPITAL MANAGEMENT INC 7 - 2024-03-31 1,113,648 $78,935,000 -12,800
   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
   ALLIANCEBERNSTEIN L.P. 716 - 2023-12-31 465,219 $32,258,000 -6,414
   COMMONWEALTH EQUITY SERVICES LLC. 417 - 2024-03-31 356,968 $25,302,000 -18,139
   HORIZON INVESTMENTS, LLC/SC 20 - 2023-12-31 353,504 $24,512,000 -32,265
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 451 - 2024-03-31 329,093 $23,326,000 -33,399
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 1541 - 2023-12-31 318,246 $22,067,000 -17,173
   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
   Legacy Financial Advisors Inc. 7 - 2023-12-31 230,380 $15,975,000 -5,944
   BANK OF NEW YORK MELLON CORP 1713 - 2024-03-31 221,298 $15,686,000 -127,653
   CAPTRUST FINANCIAL ADVISORS 280 - 2023-12-31 222,539 $15,431,000 -47,008
   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
   MML INVESTORS SERVICES LLC 326 - 2023-12-31 171,005 $11,857,000 -54,093
   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
   PRINCIPAL SECURITIES INC. 68 - 2024-03-31 142,672 $10,113,000 -2,236
   KOCHIS FITZ/QUINTILE LLC 34 - 2024-03-31 142,127 $10,074,000 -14,006
   HIGHTOWER ADVISORS, LLC 709 - 2023-12-31 137,473 $9,531,000 -14,843
   Rehmann Capital Advisory Group 26 - 2024-03-31 133,239 $9,444,000 -1,984
   RAYMOND JAMES & ASSOCIATES 1198 - 2024-03-31 132,135 $9,366,000 -19,854
   HERON FINANCIAL GROUP LLC 3 - 2023-06-30 127,460 $8,604,000 -7,276
   RSM US WEALTH MANAGEMENT LLC 69 - 2024-03-31 120,079 $8,511,000 -1,235
   Cetera Investment Advisers 268 - 2023-12-31 119,765 $8,305,000 -22,639
   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 26 - 2024-03-31 107,649 $7,630,000 -4,223
   Geneos Wealth Management Inc. 67 - 2024-03-31 103,124 $7,309,000 -38,135
   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
   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
   H D Vest Advisory Services 226 - 2023-12-31 96,003 $6,657,000 -19,135
   MULTIFINANCIAL SECURITIES CORP 216 - 2023-12-31 93,018 $6,450,000 -1,999
   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
   Atria Wealth Solutions Inc. 288 - 2023-12-31 79,646 $5,523,000 -2,055
   Adviser Investments LLC 150 - 2024-03-31 68,342 $4,844,000 -1,542
   Baird Financial Group Inc. 666 - 2023-12-31 69,287 $4,804,000 -594
   Equitable Holdings Inc. 240 - 2023-12-31 64,709 $4,487,000 -9,323
   Merit Financial Group LLC 114 - 2023-12-31 61,191 $4,243,000 -4,135
   GLENMEDE TRUST CO NA 449 - 2023-12-31 58,346 $4,046,000 -1,000
   Sanford Advisory Services LLC 24 - 2022-12-31 58,251 $3,706,000 -26,476
   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
   Private Advisor Group LLC 578 - 2024-03-31 49,936 $3,539,000 -7,551
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 334 - 2023-12-31 50,132 $3,476,000 -19,323
   Gateway Wealth Partners LLC 17 - 2023-12-31 49,870 $3,458,000 -2,441
   Tacita Capital Inc 13 - 2023-12-31 46,680 $3,237,000 -14,110
   Integrated Wealth Concepts LLC 337 - 2023-12-31 44,701 $3,100,000 -2,367
   Congress Wealth Management LLC / DE / 271 - 2024-03-31 43,596 $3,090,000 -1,486
   Mutual Advisors LLC 200 - 2024-03-31 41,956 $2,974,000 -156
   Samalin Investment Counsel LLC 6 - 2023-12-31 41,199 $2,857,000 -230
   Visionary Wealth Advisors 125 - 2023-12-31 41,048 $2,846,000 -4,842
   Kestra Advisory Services LLC 654 - 2023-12-31 40,435 $2,804,000 -5,894
   MorganRosel Wealth Management LLC 22 - 2024-03-31 38,445 $2,725,000 -2,346
   Shore Point Advisors LLC 14 - 2024-03-31 38,373 $2,720,000 -403
   TRUSTCORE FINANCIAL SERVICES LLC 52 - 2022-12-31 39,497 $2,511,000 -2,568
   MATHER GROUP, INC. 150 - 2024-03-31 34,249 $2,375,000 -14
   ADVISORY SERVICES NETWORK, LLC 386 - 2023-12-31 33,386 $2,315,000 -657
   WOODMONT INVESTMENT COUNSEL LLC 85 - 2024-03-31 32,457 $2,301,000 -998
   HBK SORCE ADVISORY LLC - 2023-12-31 32,327 $2,242,000 -4,244
   Balentine LLC 93 - 2023-12-31 31,774 $2,203,000 -2,298,432
   MCCORMACK ADVISORS INTERNATIONAL 281 - 2023-12-31 31,167 $2,161,000 -3,662
   Round Rock Advisors LLC 42 - 2024-03-31 29,774 $2,110,000 -1,675
   Archford Capital Strategies LLC 78 - 2024-03-31 27,896 $1,977,000 -424
   Rockefeller Capital Management L.P. 916 - 2023-12-31 28,187 $1,954,000 -986
   SageView Advisory Group LLC 114 - 2023-12-31 28,228 $1,951,000 -16,518
   Monterey Private Wealth Inc. 24 - 2024-03-31 26,195 $1,857,000 -1
   Klingman & Associates LLC 67 - 2024-03-31 25,505 $1,808,000 -392
   OLD MISSION CAPITAL LLC 277 - 2023-12-31 25,981 $1,802,000 -127,407
   EWA LLC 20 - 2023-12-31 25,832 $1,779,000 -163,225
   IHT Wealth Management LLC 243 - 2023-12-31 25,623 $1,777,000 -1,626
   Capital Advisors Ltd. LLC 64 - 2024-03-31 24,948 $1,768,000 -7,040
   Ausdal Financial Partners Inc. 114 - 2024-03-31 24,698 $1,751,000 -3,522
   HB Wealth Management LLC 271 - 2024-03-31 24,693 $1,750,000 -2,804
   CVA Family Office LLC 56 - 2024-03-31 24,668 $1,748,000 -300
   Peterson Wealth Advisors LLC 24 - 2024-03-31 23,774 $1,685,000 -1,552
   Foster Victor Wealth Advisors LLC 88 - 2024-03-31 24,168 $1,677,000 -419
   Steward Partners Investment Advisory LLC 552 - 2023-12-31 24,041 $1,667,000 -72,278
   BROWN WEALTH MANAGEMENT LLC 30 - 2023-12-31 23,956 $1,661,000 -4,433
   Cedar Brook Financial Partners LLC 72 - 2024-03-31 23,284 $1,650,000 -389
   TOWNSQUARE CAPITAL LLC 469 - 2023-12-31 23,004 $1,595,000 -5,749
  100 Records found
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