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Get Institutions for : 
Ishares Edge Msci Min Vol Usa Small Cap Etf (SMMV)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 116    2
Total shares held : 
 25,744,172  
% of shares held : 
 85.89%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -16  
Amount of shares held : 
 955,237  
% of shares held change : 
   3.19%  
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 :
8
 103,409
 0.4%
 
Increased Positions :
35
 1,493,489
 5.8%
 
Unchanged Positions :
24
 67,661
 0.26%
 
Decreased Positions :
49
-593,508
-2.31%
 
Closed Positions :
10
-48,153
-0.19%
 
Guru Positions :
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
   RAYMOND JAMES & ASSOCIATES 53 - 2024-03-31 12,900,517 $483,124,000 260,959
   MERCER GLOBAL ADVISORS INC /ADV 47 - 2023-12-31 4,329,332 $154,514,000 488,954
   ENVESTNET ASSET MANAGEMENT INC 302 - 2023-12-31 4,122,429 $147,129,000 490,954
   BANK OF AMERICA CORP /DE/ 1322 - 2023-12-31 1,076,925 $38,435,000 -45,382
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 611 - 2024-03-31 412,576 $15,451,000 12,315
   WEALTH MANAGEMENT RESOURCES INC. 9 - 2024-03-31 328,098 $12,287,000 10,925
   COMMONWEALTH EQUITY SERVICES LLC. 776 - 2023-12-31 251,899 $8,990,000 -13,295
   AMERIPRISE FINANCIAL INC 1852 - 2023-12-31 242,282 $8,641,000 -6,043
   LPL FINANCIAL CORP 1434 - 2023-12-31 207,047 $7,390,000 15,108
   UBS Group AG 1914 - 2023-12-31 155,383 $5,546,000 1,936
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 707 - 2024-03-31 141,125 $5,285,000 -4,050
   RAYMOND JAMES TRUST CO 158 - 2024-03-31 139,551 $5,226,000 12,861
   Brickley Wealth Management 16 - 2024-03-31 126,844 $4,750,000 19
   Summit Global Investments 71 - 2023-12-31 129,223 $4,612,000 -245,815
   Wade Financial Advisory Inc 19 - 2023-12-31 128,319 $4,580,000 -17,240
   CREATIVE PLANNING 701 - 2023-12-31 92,607 $3,305,000 -8,346
   Beacon Pointe Advisors LLC 370 - 2023-12-31 92,271 $3,293,000 -11,568
   MML INVESTORS SERVICES LLC 831 - 2023-12-31 81,864 $2,922,000 1,894
   Rehmann Capital Advisory Group 89 - 2023-12-31 71,759 $2,561,000 -3,563
   ROYAL BANK OF CANADA 2666 - 2023-12-31 47,950 $1,711,000 306
   High Net Worth Advisory Group LLC 48 - 2024-03-31 44,764 $1,676,000 149
   Steward Partners Investment Advisory LLC 564 - 2023-12-31 44,955 $1,604,000 709
   CITADEL ADVISORS LLC 2508 - 2023-12-31 44,473 $1,587,000 19,114
   Apollon Wealth Management LLC 323 - 2023-12-31 43,394 $1,549,000 4,761
   Armbruster Capital Management Inc. 40 - 2023-12-31 40,975 $1,462,000 8,400
   Burns Matteson Capital Management LLC 22 - 2023-12-31 40,371 $1,441,000 -1,315
   Sage Mountain Advisors LLC 80 - 2024-03-31 33,080 $1,239,000 0
   Integrated Wealth Concepts LLC 635 - 2023-12-31 34,639 $1,236,000 261
   Sanford Advisory Services LLC 50 - 2022-12-31 34,244 $1,185,000 10,386
   Kestra Advisory Services LLC 1033 - 2023-12-31 32,919 $1,175,000 -22,914
   Retirement Network 86 - 2023-12-31 29,365 $1,048,000 -2,429
   IHT Wealth Management LLC 393 - 2023-12-31 27,364 $977,000 -6,527
   Consolidated Planning Corp 86 *New 2023-12-31 27,328 $975,000 27,328
   AXXCESS WEALTH MANAGEMENT LLC 359 - 2023-12-31 27,163 $969,000 -157
   WELLS FARGO & CO/MN 3018 - 2023-12-31 24,982 $892,000 -7,166
   Aurum Wealth Management Group LLC 119 - 2024-03-31 23,645 $886,000 1,011
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2966 - 2023-12-31 24,650 $880,000 11,724
   Patriot Investment Management Inc. 120 - 2024-03-31 20,772 $778,000 1,277
   Private Advisor Group LLC 1248 - 2023-12-31 21,535 $769,000 376
   Resource Planning Group 46 *New 2023-12-31 19,375 $691,000 19,375
   MOSAIC FAMILY WEALTH PARTNERS LLC 99 - 2023-12-31 16,947 $605,000 -1,402
   BB&T CORP 1842 - 2023-12-31 16,738 $597,000 244
   EVERGREEN CAPITAL MANAGEMENT LLC 378 - 2023-12-31 16,680 $595,000 0
   Prime Capital Investment Advisors LLC *New 2023-12-31 15,479 $552,000 15,479
   Fortune Financial Advisors LLC 84 - 2024-03-31 13,607 $510,000 -381
   TWO SIGMA INVESTMENTS LLC 2329 - 2023-12-31 13,900 $496,000 200
   HBK SORCE ADVISORY LLC - 2023-12-31 13,451 $480,000 -206
   CAPTRUST FINANCIAL ADVISORS 1785 - 2023-12-31 12,898 $460,000 -680
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1624 - 2024-03-31 12,188 $456,000 -1,921
   ADAMSBROWN WEALTH CONSULTANTS LLC 42 - 2023-12-31 12,220 $436,000 -1,207
   THRIVENT FINANCIAL FOR LUTHERANS 2182 - 2023-12-31 11,891 $424,000 -74
   Advisor Group Holdings Inc. 3340 - 2023-12-31 11,041 $394,000 -11,557
   TBH Global Asset Management LLC 178 - 2023-12-31 10,606 $379,000 -4,339
   Steward Financial Group LLC 48 *New 2023-09-30 11,386 $376,000 11,386
   Global Assets Advisory LLC 387 *New 2024-03-31 12,357 $332,000 12,357
   J P MORGAN CHASE & CO 3915 - 2023-12-31 8,718 $311,000 6,408
   THOROUGHBRED FINANCIAL SERVICES LLC 465 - 2023-12-31 8,526 $304,000 -889
   RSM US WEALTH MANAGEMENT LLC 497 - 2023-12-31 8,121 $290,000 873
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 1523 - 2023-09-30 8,130 $269,000 -542
   FIRST CITIZENS BANK & TRUST CO 388 - 2024-03-31 7,012 $263,000 0
   Buckingham Strategic Partners 354 - 2023-12-31 7,109 $254,000 -397
   Concurrent Investment Advisors LLC 699 - 2023-12-31 7,122 $254,000 0
   DB Wealth Management Group LLC 81 - 2023-12-31 7,075 $253,000 -5,705
   TOWER RESEARCH CAPITAL LLC 1911 - 2023-12-31 6,999 $250,000 3,903
   Ameritas Advisory Services LLC 613 - 2023-12-31 6,879 $246,000 -5,014
   MORGAN STANLEY 5438 - 2023-12-31 6,766 $242,000 -2,295
   First Bank & Trust 201 *New 2024-03-31 6,458 $242,000 6,458
   Princeton Global Asset Management LLC - 2023-12-31 6,575 $235,000 -1,676
   HARBOUR INVESTMENTS INC. 821 - 2023-12-31 6,345 $226,000 115
   Resources Investment Advisors Inc. 1024 - 2023-12-31 6,099 $218,000 -4,879
   Moloney Securities Asset Management LLC 386 - 2023-12-31 6,107 $218,000 -3
   RAYMOND JAMES TRUST CO. OF NH 15 - 2024-03-31 5,761 $216,000 107
   H D Vest Advisory Services 1433 - 2023-12-31 5,976 $213,000 -150
   FINANCIAL NETWORK 2494 - 2023-12-31 5,893 $210,000 -3,423
   Financial Advisors LLC 73 - 2023-12-31 5,852 $209,000 5,852
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1513 - 2023-12-31 5,316 $190,000 -10,459
   S.A. Mason LLC 164 - 2024-03-31 4,638 $174,000 -233
   CRITERION CAPITAL ADVISORS LLC 82 - 2024-03-31 3,892 $146,000 -8,917
   WETZEL INVESTMENT ADVISORS INC. 147 - 2024-03-31 3,839 $136,000 -179
   Spire Wealth Management 958 - 2024-03-31 2,990 $112,000 0
   FMR LLC 3078 - 2023-12-31 2,659 $95,000 1,523
   COMERICA BANK 2529 - 2023-12-31 2,456 $88,000 13
   Stephens Consulting LLC 127 - 2024-03-31 2,328 $87,000 1
   Provident Wealth Management LLC 78 - 2024-03-31 1,753 $66,000 0
   SUMMIT INVESTMENT ADVISORS INC 2096 - 2023-12-31 1,568 $56,000 79
   EverSource Wealth Advisors LLC 911 - 2023-12-31 1,331 $48,000 1,144
   Global Retirement Partners LLC 1449 - 2024-03-31 1,152 $43,000 1
   COLONIAL ASSET MANAGEMENT, INC. 339 - 2023-12-31 1,125 $40,000 0
   Front Row Advisors LLC 199 - 2023-12-31 1,050 $37,000 -30
   BDO Wealth Advisors LLC 510 - 2023-06-30 902 $31,000 3
   Pacific Center for Financial Services 200 - 2023-12-31 834 $30,000 -749
   ORG Partners LLC 551 - 2023-12-31 823 $29,000 336
   US BANCORP 2928 - 2023-12-31 669 $24,000 0
   PNC FINANCIAL SERVICES GROUP INC 3400 - 2023-12-31 558 $20,000 441
   Beacon Capital Management LLC 413 - 2023-12-31 555 $18,000 0
   Aspect Partners LLC 213 - 2023-12-31 379 $14,000 0
   BLAIR WILLIAM & CO/IL 1688 *New 2023-12-31 317 $11,000 317
   Hartland & Co. LLC 1068 - 2023-12-31 242 $9,000 0
   Sugarloaf Wealth Management LLC 494 - 2024-03-31 238 $9,000 1
   ADVISORY SERVICES NETWORK, LLC 2871 *New 2023-12-31 245 $9,000 245
  100 Records found
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