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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
   ALLSTATE INVESTMENT MANAGEMENT CO 2 *New 2022-12-31 4,280,000 $308,588,000 4,280,000
   Squarepoint Ops LLC 162 *New 2023-12-31 449,296 $35,059,000 449,296
   COLONY GROUP, LLC 134 *New 2023-12-31 157,899 $12,321,000 157,899
   GRAHAM CAPITAL WEALTH MANAGEMENT LLC 4 *New 2024-03-31 37,083 $3,108,000 37,083
   Resource Planning Group 19 *New 2023-12-31 32,394 $2,528,000 32,394
   Greenland Capital Management LP 88 *New 2023-12-31 26,900 $2,099,000 26,900
   Steward Financial Group LLC 18 *New 2023-09-30 23,667 $1,713,000 23,667
   Eagle Strategies LLC 81 *New 2024-03-31 16,769 $1,402,000 16,769
   HARTLINE INVESTMENT CORP/ 108 *New 2024-03-31 14,312 $1,196,000 14,312
   Benchmark Investment Advisors LLC 128 *New 2023-12-31 12,679 $989,000 12,679
   Global Assets Advisory LLC 238 *New 2024-03-31 80,365 $965,000 80,365
   Veriti Management LLC 333 *New 2024-03-31 10,207 $853,000 10,207
   Soundwatch Capital LLC 15 *New 2023-12-31 1,797 $725,000 1,797
   BURNS WEALTH MANAGEMENT, INC. 294 *New 2023-12-31 8,950 $698,000 8,950
   Garde Capital Inc. 112 *New 2023-12-31 8,350 $652,000 8,350
   NewEdge Wealth LLC 482 *New 2023-12-31 7,419 $579,000 7,419
   First Bank & Trust 126 *New 2024-03-31 5,873 $491,000 5,873
   TCI Wealth Advisors Inc. 116 *New 2023-12-31 6,219 $485,000 6,219
   M3 Advisory Group LLC *New 2024-03-31 5,168 $432,000 5,168
   Connecticut Wealth Management LLC *New 2024-03-31 4,881 $408,000 4,881
   Teamwork Financial Advisors LLC 125 *New 2024-03-31 4,600 $384,000 4,600
   D E SHAW & CO INC 2330 *New 2023-12-31 4,819 $376,000 4,819
   BOURGEON CAPITAL MANAGEMENT LLC 95 *New 2024-03-31 3,900 $326,000 3,900
   BSW WEALTH PARTNERS 218 *New 2024-03-31 3,727 $312,000 3,727
   BALLENTINE FINN & COMPANY INC 528 *New 2024-03-31 3,662 $306,000 3,662
   New World Advisors LLC 58 *New 2024-03-31 3,317 $277,000 3,317
   SeaCrest Wealth Management LLC 483 *New 2024-03-31 3,179 $266,000 3,179
   Inspire Advisors LLC 256 *New 2023-12-31 3,247 $253,000 3,247
   Xcel Wealth Management LLC 111 *New 2024-03-31 2,981 $249,000 2,981
   ADVISOR PARTNERS II LLC 1087 *New 2023-09-30 3,278 $237,000 3,278
   ROTHSCHILD INVESTMENT CORP /IL 367 *New 2023-09-30 3,239 $234,000 3,239
   SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 172 *New 2023-12-31 2,898 $226,000 2,898
   SpiderRock Advisors LLC 523 *New 2024-03-31 2,667 $220,000 2,667
   Harvest Investment Services LLC 168 *New 2023-12-31 778 $215,000 778
   Bridgeworth LLC *New 2023-12-31 2,749 $214,000 2,749
   Clarity Capital Advisors LLC 75 *New 2024-03-31 2,523 $211,000 2,523
   GILMAN HILL ASSET MANAGEMENT, LLC 203 *New 2024-03-31 2,510 $210,000 2,510
   LVZ Advisors Inc. 131 *New 2024-03-31 2,494 $208,000 2,494
   BEESE FULMER INVESTMENT MANAGEMENT INC 215 *New 2024-03-31 2,442 $204,000 2,442
   Patton Fund Management Inc. 67 *New 2023-12-31 2,593 $202,000 2,593
   WMS PARTNERS, LLC 246 *New 2023-12-31 2,586 $202,000 2,586
   HENGEHOLD CAPITAL MANAGEMENT LLC 186 *New 2024-03-31 2,405 $201,000 2,405
   DELTA ASSET MANAGEMENT LLC/TN 182 *New 2023-12-31 1,488 $116,000 1,488
   ANGELES WEALTH MANAGEMENT LLC 215 *New 2023-12-31 1,126 $88,000 1,126
   WOODMONT INVESTMENT COUNSEL LLC 280 *New 2024-03-31 966 $81,000 966
   YHB INVESTMENT ADVISORS, INC. 438 *New 2024-03-31 640 $54,000 640
   Naples Money Management LLC 94 *New 2024-03-31 491 $41,000 491
   SJS Investment Consulting Inc. 232 *New 2024-03-31 387 $32,000 387
   NATIXIS 853 *New 2023-12-31 261 $20,000 261
   MARK SHEPTOFF FINANCIAL PLANNING LLC 235 *New 2023-12-31 247 $19,000 247
   Nordwand Advisors LLC 94 *New 2023-12-31 208 $16,000 208
   ALBION FINANCIAL GROUP /UT 294 *New 2024-03-31 185 $15,000 185
   Garner Asset Management Corp 249 *New 2023-12-31 145 $12,000 145
   JONES FINANCIAL COMPANIES LLLP 661 *New 2023-12-31 150 $12,000 150
   LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP 498 *New 2024-03-31 114 $9,000 114
   RICHARD BERNSTEIN ADVISORS LLC 211 *New 2023-12-31 100 $8,000 100
   City State Bank 557 *New 2024-03-31 71 $6,000 71
   Planning Capital Management Corp 473 *New 2024-03-31 54 $5,000 54
   PLANTE MORAN FINANCIAL ADVISORS LTD PARTNERSHIP 661 *New 2023-12-31 47 $4,000 47
   Dunhill Financial LLC 319 *New 2023-12-31 50 $4,000 50
   Sutton Wealth Advisors Inc. 815 *New 2023-09-30 4 $0 4
   HBC Financial Services PLLC 184 *New 2023-12-31 4 $0 4
  62 Records found
  1    
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