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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
   MORGAN STANLEY 157 - 2023-12-31 17,782,804 $1,387,592,000 2,899,461
   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
   J P MORGAN CHASE & CO 405 - 2023-12-31 4,721,382 $368,409,000 1,808,316
   Alaska Permanent Fund Corp 5 - 2024-03-31 3,947,820 $329,959,000 167,538
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 22 - 2024-03-31 3,170,418 $264,984,000 755,493
   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
   Financial Advisors LLC - 2024-03-31 1,086,843 $90,838,000 5,353
   CAPSTONE INVESTMENT ADVISORS LLC 8 - 2024-03-31 860,729 $71,940,000 238,700
   PFS INVESTMENTS INC. 18 - 2023-06-30 887,948 $66,001,000 176,479
   Vestcor Investment Management Corp 3 - 2023-12-31 788,484 $61,525,000 746,042
   Fragasso Group Inc. 7 - 2024-03-31 548,948 $45,881,000 600
   Geneos Wealth Management Inc. - 2024-03-31 521,610 $43,596,000 2,931
   ARS Wealth Advisors Group LLC 2 - 2023-12-31 511,936 $39,946,000 22,057
   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
   Sanford Advisory Services LLC 1 - 2022-12-31 472,229 $34,051,000 7,161
   Equitable Holdings Inc. 62 - 2023-12-31 379,485 $29,611,000 9,560
   TELEMUS CAPITAL LLC 8 - 2023-12-31 350,888 $27,380,000 26,036
   MCCORMACK ADVISORS INTERNATIONAL 63 - 2023-12-31 328,458 $25,630,000 1,853
   Insight Wealth Strategies LLC 5 - 2024-03-31 295,494 $24,697,000 1,529
   RSM US WEALTH MANAGEMENT LLC 40 - 2024-03-31 288,587 $24,120,000 2,951
   BARCLAYS PLC 696 - 2023-12-31 303,231 $23,661,000 110,934
   MA Private Wealth 6 - 2024-03-31 274,510 $22,944,000 4,379
   Cornerstone Wealth Management LLC 7 - 2024-03-31 259,689 $21,705,000 1,787
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 127 - 2023-12-31 251,629 $19,635,000 32,196
   RAYMOND JAMES TRUST CO 53 - 2024-03-31 227,490 $19,014,000 10,640
   TD Waterhouse Canada Inc. 103 - 2023-12-31 218,043 $18,547,000 7,399
   Oakmont Partners LLC 48 - 2024-03-31 196,270 $16,404,000 3,445
   Facet Wealth Inc. 26 - 2023-12-31 201,836 $16,153,000 91,222
   WEALTH MANAGEMENT RESOURCES INC. 4 - 2024-03-31 185,496 $15,504,000 2,804
   Wealth CMT 2 - 2023-06-30 197,762 $14,700,000 17,452
   Leonard Rickey Investment Advisors P.L.L.C. 10 - 2024-03-31 172,715 $14,436,000 1,666
   Armbruster Capital Management Inc. 10 - 2023-12-31 176,673 $13,786,000 28,588
   Sigma Planning Corp - 2024-03-31 159,730 $13,350,000 91,325
   Trinity Wealth Management LLC 6 - 2024-03-31 155,746 $13,017,000 2,676
   Rockefeller Capital Management L.P. 388 - 2023-12-31 165,719 $12,931,000 7,554
   Summit Global Investments - 2024-03-31 152,996 $12,787,000 69,646
   WHITE PINE INVESTMENT CO 4 - 2024-03-31 152,979 $12,786,000 545
   Baird Financial Group Inc. 419 - 2023-12-31 160,082 $12,491,000 7,677
   GOLDMAN SACHS GROUP INC/ 1892 - 2023-12-31 159,649 $12,457,000 75,122
   ANDERSON HOAGLAND & CO 21 - 2024-03-31 140,610 $11,461,000 1,270
   WALLED LAKE PLANNING & WEALTH MANAGEMENT LLC 2 - 2023-12-31 144,372 $11,265,000 4,911
   Custos Family Office LLC 7 - 2023-12-31 143,117 $11,167,000 17,629
   BARRETT & COMPANY INC. 2 - 2024-03-31 130,374 $10,897,000 2,013
   Change Path LLC 36 - 2023-12-31 133,219 $10,395,000 14,224
   Polaris Wealth Advisers LLC 48 - 2023-09-30 141,264 $10,225,000 141,264
   Cresset Asset Management LLC 205 - 2023-12-31 129,723 $10,122,000 4,399
   Spectrum Asset Management Inc. (NB/CA) 4 - 2024-03-31 116,765 $9,759,000 11,353
   KWMG LLC 28 - 2024-03-31 116,174 $9,710,000 1,376
   MONEY CONCEPTS CAPITAL CORP 26 - 2024-03-31 115,548 $9,658,000 2,961
   Capital Planning LLC 11 - 2024-03-31 115,202 $9,629,000 10,746
   KilterHowling LLC 6 - 2023-12-31 117,257 $9,422,000 3,752
   EWA LLC 8 - 2023-12-31 115,354 $9,269,000 9,725
   VERUS CAPITAL PARTNERS LLC 17 - 2023-12-31 118,257 $9,228,000 986
   InterOcean Capital Group LLC 80 - 2023-12-31 118,178 $9,221,000 11,672
   Brickley Wealth Management 12 - 2024-03-31 109,457 $9,148,000 26
   Flagship Private Wealth LLC - 2024-03-31 108,194 $9,043,000 35,603
   ADE LLC 4 - 2024-03-31 106,131 $8,870,000 2,739
   Tradition Wealth Management LLC 29 - 2023-12-31 112,962 $8,814,000 28,667
   Financial Advocates Investment Management - 2024-03-31 100,485 $8,810,000 574
   FOUNDERS FINANCIAL SECURITIES LLC 30 - 2024-03-31 105,182 $8,791,000 78,772
   EdgeRock Capital LLC 5 - 2023-12-31 107,036 $8,600,000 21,131
   Ahrens Investment Partners LLC 3 - 2023-03-31 107,915 $7,850,000 17,765
   JMAC ENTERPRISES LLC - 2024-03-31 88,218 $7,373,000 13,608
   J.W. COLE ADVISORS INC. - 2024-03-31 84,514 $7,064,000 6,111
   PROSPERA FINANCIAL SERVICES 102 - 2023-12-31 87,321 $6,814,000 1,184
   JOURNEY STRATEGIC WEALTH LLC 16 - 2023-12-31 87,027 $6,791,000 2,455
   WHARTON BUSINESS GROUP, LLC 49 - 2023-12-31 84,958 $6,629,000 3
   PAPP L ROY & ASSOCIATES 33 - 2024-03-31 78,545 $6,565,000 8,930
   ESSEX FINANCIAL SERVICES INC 34 - 2024-03-31 78,045 $6,523,000 838
   Intrua Financial LLC 15 - 2023-03-31 88,435 $6,496,000 1,936
   Moloney Securities Asset Management LLC - 2024-03-31 76,168 $6,366,000 4,087
   ETF Store Inc. - 2024-03-31 75,198 $6,285,000 6,104
   EVERGREEN CAPITAL MANAGEMENT LLC 118 - 2023-12-31 79,050 $6,168,000 11,847
   Banco Santander S.A. 154 - 2023-12-31 76,822 $5,994,000 1,655
   NORTHERN TRUST CORP 2389 - 2023-12-31 76,443 $5,965,000 15,155
   Investment Advisory Group LLC - 2024-03-31 70,493 $5,892,000 257
   HANSON MCCLAIN, INC. 179 - 2024-03-31 70,073 $5,857,000 4,325
   Berkshire Bank 15 - 2024-03-31 64,258 $5,371,000 3,282
   JANE STREET GROUP LLC 1426 - 2023-12-31 67,976 $5,304,000 5,822
   Apollon Financial LLC - 2024-03-31 61,697 $5,157,000 1,158
   Petix & Botte Co 20 - 2023-12-31 65,423 $5,105,000 473
   OPUS INVESTMENT MANAGEMENT INC 10 - 2024-03-31 60,433 $5,051,000 155
   AlphaCore Capital LLC 27 - 2023-12-31 62,870 $4,906,000 719
   MACQUARIE GROUP LTD 962 - 2023-12-31 62,588 $4,884,000 62,221
   CI Private Wealth LLC 705 - 2023-12-31 60,068 $4,687,000 27,757
   F3Logic LLC 21 - 2022-12-31 63,658 $4,590,000 840
   GRIES FINANCIAL LLC 17 - 2023-12-31 57,941 $4,521,000 1,886
   KENNEDY INVESTMENT GROUP 8 - 2024-03-31 53,749 $4,492,000 2,194
   DFPG INVESTMENTS INC. 70 - 2023-12-31 57,462 $4,491,000 672
   WINDHAM CAPITAL MANAGEMENT, LLC 14 - 2023-12-31 56,494 $4,408,000 609
   Cordatus Wealth Management LLC 9 - 2024-03-31 52,236 $4,366,000 309
   MILLENNIUM MANAGEMENT LLC 1931 - 2023-12-31 52,347 $4,085,000 48,647
   Balentine LLC 61 - 2023-12-31 52,121 $4,067,000 50,268
   Western Wealth Management LLC 66 - 2024-03-31 47,977 $4,010,000 558
   WealthBridge Capital Management LLC - 2024-03-31 46,042 $3,848,000 122
   Bickling Financial Services Inc. 9 - 2022-12-31 52,047 $3,753,000 32,518
   Sentinus LLC 24 - 2023-06-30 49,787 $3,701,000 1,219
  100 Records found
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