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Get Institutions for : 
iShares MSCI USA Minimum Volati (USMV)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 1139    16
Total shares held : 
 264,787,508  
% of shares held : 
 5.14%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -370  
Amount of shares held : 
 -37,792,898  
% of shares held change : 
   -0.73%  
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 :
56
 1,001,189
 0.38%
 
Increased Positions :
269
 12,365,595
 4.67%
 
Unchanged Positions :
191
 3,960,717
 1.5%
 
Decreased Positions :
623
-49,818,219
-18.81%
 
Closed Positions :
72
-1,341,463
-0.51%
 
Guru Positions :
1
4,239
 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/ 72 - 2023-12-31 34,303,389 $2,676,693,000 -5,650,375
   FMR LLC 139 - 2023-12-31 20,622,012 $1,609,136,000 -6,021,990
   MORGAN STANLEY 157 - 2023-12-31 17,782,804 $1,387,592,000 2,899,461
   RAYMOND JAMES & ASSOCIATES 12 - 2023-12-31 16,080,799 $1,254,785,000 122,005
   ENVESTNET ASSET MANAGEMENT INC 34 - 2023-12-31 15,485,631 $1,208,344,000 -7,247,829
   PNC FINANCIAL SERVICES GROUP INC 31 - 2023-12-31 9,098,914 $709,988,000 3,797,883
   MERCER GLOBAL ADVISORS INC /ADV 11 - 2023-12-31 7,988,894 $623,373,000 816,465
   BLACKROCK INC. 856 - 2023-12-31 7,778,380 $606,947,000 -1,781,288
   LPL FINANCIAL CORP 77 - 2023-12-31 6,026,304 $470,232,000 -1,558,536
   J P MORGAN CHASE & CO 405 - 2023-12-31 4,721,382 $368,409,000 1,808,316
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 31 - 2023-12-31 4,658,206 $363,480,000 -144,080
   WELLS FARGO & CO/MN 205 - 2023-12-31 4,298,794 $335,435,000 -184,445
   AMERIPRISE FINANCIAL INC 223 - 2023-12-31 4,237,311 $330,644,000 -76,264
   Alaska Permanent Fund Corp 5 - 2024-03-31 3,947,820 $329,959,000 167,538
   UBS Group AG 157 - 2023-12-31 4,182,777 $326,382,000 -114,959
   ALLSTATE INVESTMENT MANAGEMENT CO 2 *New 2022-12-31 4,280,000 $308,588,000 4,280,000
   CATALYST CAPITAL ADVISORS LLC 3 - 2023-12-31 3,577,133 $279,124,000 -4,999
   Millburn Ridgefield Corp 3 - 2023-12-31 3,577,133 $279,124,000 -4,999
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 22 - 2024-03-31 3,170,418 $264,984,000 755,493
   SEI INVESTMENTS CO 49 - 2023-12-31 2,799,988 $218,483,000 -52,877
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 49 - 2023-12-31 2,720,842 $212,308,000 -344,134
   COMMONWEALTH EQUITY SERVICES LLC. 45 - 2023-12-31 2,602,460 $203,070,000 -179,092
   CAPTRUST FINANCIAL ADVISORS 26 - 2023-12-31 2,303,329 $179,729,000 -3,117,736
   ROYAL BANK OF CANADA 337 - 2023-12-31 2,197,425 $171,464,000 36,957
   HPM Partners LLC - 2023-12-31 2,132,230 $166,378,000 112,455
   Advisor Group Holdings Inc. 80 - 2023-12-31 1,920,282 $149,937,000 -3,246,271
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 45 - 2023-12-31 1,630,433 $127,223,000 -25,687
   US BANCORP 108 - 2023-12-31 1,472,067 $114,865,000 -105,088
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 25 - 2023-12-31 1,463,224 $114,175,000 -38,607
   BANK OF NEW YORK MELLON CORP 622 - 2023-12-31 1,380,371 $107,710,000 -362,918
   MARINER WEALTH ADVISORS, LLC 87 - 2023-12-31 1,334,892 $104,162,000 -61,974
   ARGI INVESTMENT SERVICES, LLC 6 - 2022-12-31 1,438,062 $103,684,000 -273,100
   ADVANTUS CAPITAL MANAGEMENT INC 4 - 2023-12-31 1,290,762 $100,718,000 -65,650
   CWM LLC 42 - 2024-03-31 1,091,387 $91,218,000 -484,935
   Brookstone Capital Management 8 - 2024-03-31 1,089,145 $91,031,000 -80,611
   MULTIFINANCIAL SECURITIES CORP 8 - 2023-12-31 1,156,060 $90,207,000 -18,057
   Financial Advisors LLC 1 - 2023-12-31 1,081,490 $84,389,000 -2,820
   MML INVESTORS SERVICES LLC 49 - 2023-12-31 1,068,806 $83,399,000 -410,363
   JOHNSON INVESTMENT COUNSEL INC 32 - 2023-12-31 1,052,761 $82,147,000 -19,499
   WADE G W & INC 7 - 2023-12-31 913,087 $71,248,000 -67,606
   Envestnet Portfolio Solutions Inc. 52 - 2023-12-31 884,229 $68,996,000 -2,527,803
   Integrated Wealth Concepts LLC 8 - 2023-12-31 877,178 $68,446,000 -139,318
   PFS INVESTMENTS INC. 18 - 2023-06-30 887,948 $66,001,000 176,479
   AE Wealth Management LLC 55 - 2023-12-31 820,614 $65,633,000 -330,378
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 128 - 2023-09-30 896,171 $64,865,000 -56,400
   JANNEY MONTGOMERY SCOTT LLC 99 - 2023-12-31 821,754 $64,121,000 -319,720
   HORIZON INVESTMENTS, LLC/SC 9 - 2023-12-31 818,488 $63,867,000 -721,464
   Vestcor Investment Management Corp 3 - 2023-12-31 788,484 $61,525,000 746,042
   HIGHTOWER ADVISORS, LLC 213 - 2023-12-31 776,696 $60,556,000 -42,427
   Quotient Wealth Partners LLC 13 - 2023-12-31 769,262 $60,025,000 0
   AJ WEALTH STRATEGIES LLC 12 - 2023-06-30 750,182 $55,761,000 -278,060
   Private Advisor Group LLC 45 - 2023-12-31 655,035 $51,112,000 -19,382
   CAPSTONE INVESTMENT ADVISORS LLC 6 - 2023-12-31 622,029 $48,537,000 0
   ALLIANZ ASSET MANAGEMENT AG 240 - 2023-12-31 596,741 $46,564,000 -337,759
   Fragasso Group Inc. 7 - 2024-03-31 548,948 $45,881,000 600
   Legacy Financial Advisors Inc. 2 - 2023-12-31 583,769 $45,551,000 -27,436
   Steward Partners Investment Advisory LLC 24 - 2023-12-31 556,617 $43,433,000 -134,192
   Geneos Wealth Management Inc. - 2023-12-31 518,679 $40,473,000 -7,529
   ARS Wealth Advisors Group LLC 2 - 2023-12-31 511,936 $39,946,000 22,057
   Cetera Investment Advisers 51 - 2023-12-31 511,141 $39,884,000 -275,464
   Goss Wealth Management LLC 61 - 2023-12-31 484,031 $38,268,000 -97,227
   STIFEL FINANCIAL CORP 338 - 2023-12-31 488,143 $38,089,000 -48,606
   BB&T CORP 277 - 2023-12-31 477,788 $37,282,000 -38,928
   Symmetry Partner LLC 5 - 2024-03-31 438,136 $36,619,000 -381,342
   FIL LTD 345 - 2023-12-31 463,861 $36,195,000 90,569
   GLENMEDE TRUST CO NA 119 - 2023-12-31 461,482 $36,009,000 45,342
   Resources Investment Advisors Inc. 37 - 2023-12-31 459,503 $35,855,000 -62,045
   Squarepoint Ops LLC 162 *New 2023-12-31 449,296 $35,059,000 449,296
   KEYBANK NATIONAL ASSOCIATION/OH 129 - 2023-12-31 448,361 $34,986,000 -19,359
   Pineridge Advisors LLC - 2023-12-31 446,526 $34,842,000 0
   FINANCIAL NETWORK 104 - 2023-12-31 438,444 $34,212,000 -154,075
   Sanford Advisory Services LLC 1 - 2022-12-31 472,229 $34,051,000 7,161
   ALLIANCEBERNSTEIN L.P. 713 - 2023-12-31 417,842 $32,604,000 -17,211
   Klingman & Associates LLC 10 - 2023-12-31 410,940 $32,066,000 -8,683
   Halpern Financial Inc. 3 - 2024-03-31 379,088 $31,335,000 -15,502
   Granite Bay Wealth Management LLC 45 - 2023-12-31 411,222 $30,674,000 -36,931
   THRIVENT FINANCIAL FOR LUTHERANS 335 - 2023-12-31 382,818 $29,871,000 -152,537
   Equitable Holdings Inc. 62 - 2023-12-31 379,485 $29,611,000 9,560
   Atria Wealth Solutions Inc. 48 - 2023-12-31 363,077 $28,331,000 -107,128
   Stratos Wealth Partners LTD. 35 - 2024-03-31 334,237 $27,936,000 -27,033
   GDS Wealth Management 5 - 2023-12-31 353,766 $27,604,000 -40,009
   TELEMUS CAPITAL LLC 8 - 2023-12-31 350,888 $27,380,000 26,036
   WEALTHSOURCE PARTNERS LLC 11 - 2023-12-31 349,094 $27,240,000 -83,344
   COMERICA BANK 148 - 2023-12-31 343,654 $26,815,000 -7,250
   Retirement Network 4 - 2023-12-31 335,802 $26,203,000 -37,059
   MCCORMACK ADVISORS INTERNATIONAL 63 - 2023-12-31 328,458 $25,630,000 1,853
   Apella Capital LLC 19 - 2024-03-31 309,367 $25,464,000 -8,544
   Sovereign Investment Advisors LLC 3 - 2023-12-31 323,837 $25,269,000 -60,580
   Wealth Advisors of Iowa LLC 1 - 2023-12-31 318,286 $24,836,000 -9,322
   Insight Wealth Strategies LLC 5 - 2024-03-31 295,494 $24,697,000 1,529
   Kestra Advisory Services LLC 103 - 2023-12-31 308,578 $24,078,000 -19,514
   Cassia Capital Partners LLC 1 - 2023-12-31 305,439 $23,833,000 -76,561
   BARCLAYS PLC 696 - 2023-12-31 303,231 $23,661,000 110,934
   NOTTINGHAM ADVISORS INC 10 - 2023-12-31 336,032 $23,574,000 -2,371
   CITIZENS FINANCIAL GROUP INC/RI 26 - 2023-12-31 292,485 $22,823,000 -9,273
   MV Capital Management Inc. 8 - 2024-03-31 272,582 $22,782,000 -10,520
   H D Vest Advisory Services 66 - 2023-12-31 290,755 $22,688,000 -29,500
   RSM US WEALTH MANAGEMENT LLC 40 - 2023-12-31 285,636 $22,288,000 -28,099
   Capital Advisors Ltd. LLC 7 - 2024-03-31 266,227 $22,251,000 -5,890
   Rehmann Capital Advisory Group 8 - 2023-12-31 282,354 $22,032,000 -9,939
  100 Records found
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