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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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   FFT WEALTH MANAGEMENT LLC 9 - 2024-03-31 207,455 $17,339,000 0
   CALAMOS WEALTH MANAGEMENT LLC 58 - 2023-12-31 92,828 $7,243,000 0
   CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 35 - 2023-12-31 65,881 $5,131,000 0
   Mandatum Life Insurance Co Ltd 12 - 2023-12-31 60,455 $4,717,000 0
   CORA CAPITAL ADVISORS LLC 14 - 2024-03-31 41,738 $3,488,000 0
   JMG FINANCIAL GROUP, LTD. - 2024-03-31 27,560 $2,303,000 0
   Sweet Financial Partners LLC 44 - 2024-03-31 25,568 $2,137,000 0
   Levy Wealth Management Group LLC 20 - 2024-03-31 27,086 $2,114,000 0
   ROOF EIDAM & MAYCOCK/ADV 31 - 2023-12-31 26,095 $2,036,000 0
   MARSHALL WACE LLP 1006 - 2023-12-31 24,500 $1,912,000 0
   Black Diamond Financial LLC 41 - 2023-12-31 19,473 $1,519,000 0
   MANCHESTER CAPITAL MANAGEMENT LLC 73 - 2023-12-31 19,400 $1,514,000 0
   Wellington Wealth Strategies LLC. 26 - 2023-12-31 18,968 $1,480,000 0
   Sachetta LLC 23 - 2024-03-31 18,394 $1,435,000 0
   Renasant Bank 18 - 2023-12-31 17,768 $1,386,000 0
   CCG WEALTH MANAGEMENT LLC 23 - 2024-03-31 16,518 $1,381,000 0
   9258 Wealth Management LLC - 2024-03-31 15,494 $1,295,000 0
   Financial Gravity Wealth Inc. 197 - 2023-12-31 325,585 $1,266,000 0
   WHITTIER TRUST CO - 2024-03-31 14,411 $1,204,000 0
   Inscription Capital LLC 49 - 2024-03-31 13,776 $1,134,000 0
   CHOATE INVESTMENT ADVISORS 174 - 2023-12-31 13,893 $1,084,000 0
   PEDDOCK CAPITAL ADVISORS LLC - 2024-03-31 12,840 $1,073,000 0
   ARMSTRONG ADVISORY GROUP INC 55 - 2024-03-31 13,020 $1,016,000 0
   TTP Investments Inc. - 2023-12-31 11,380 $888,000 0
   Private Wealth Group LLC 35 - 2024-03-31 10,207 $853,000 0
   OBrien Wealth Partners LLC 22 - 2024-03-31 10,190 $852,000 0
   FF AdvisorsLLC 41 - 2024-03-31 9,735 $814,000 0
   Castle Rock Wealth Management LLC 119 - 2023-12-31 9,469 $736,000 0
   E&G Advisors LP 97 - 2024-03-31 8,134 $680,000 0
   Fiduciary Group LLC 154 - 2023-12-31 8,579 $669,000 0
   Intercontinental Wealth Advisors LLC 149 - 2023-06-30 8,920 $663,000 0
   BROWN BROTHERS HARRIMAN & CO 321 - 2023-12-31 8,087 $631,000 0
   4J Wealth Management LLC 37 - 2024-03-31 7,517 $628,000 0
   BESSEMER GROUP INC 758 - 2023-12-31 8,030 $627,000 0
   AIMZ Investment Advisors LLC 73 - 2023-12-31 8,024 $626,000 0
   DORSEY & WHITNEY TRUST CO LLC 294 - 2023-12-31 7,963 $621,000 0
   VISTA CAPITAL PARTNERS, INC. - 2024-03-31 7,377 $617,000 0
   EMFO LLC 43 - 2024-03-31 7,362 $615,000 0
   Cassaday & Co Wealth Management LLC 145 - 2023-12-31 7,866 $614,000 0
   Bouchey Financial Group Ltd 67 - 2024-03-31 7,157 $598,000 0
   StrongBox Wealth LLC 52 - 2024-03-31 7,230 $564,000 0
   New Hampshire Trust 107 - 2024-03-31 6,423 $537,000 0
   WHITTIER TRUST CO OF NEVADA INC - 2024-03-31 6,356 $531,000 0
   Eldridge Investment Advisors Inc. 99 - 2023-12-31 6,706 $523,000 0
   Radnor Capital Management LLC 217 - 2024-03-31 6,211 $519,000 0
   PFG Private Wealth Management LLC 20 - 2024-03-31 6,126 $512,000 0
   LifeSteps Financial Inc. 46 - 2024-03-31 6,119 $511,000 0
   Stonebridge Financial Planning Group LLC 87 - 2023-12-31 6,465 $504,000 0
   Agate Pass Investment Management LLC 71 - 2024-03-31 5,964 $499,000 0
   COLLECTIVE FAMILY OFFICE LLC 110 - 2024-03-31 5,967 $499,000 0
   ASSOCIATED BANC-CORP 227 - 2023-12-31 6,175 $482,000 0
   GEM Asset Management LLC 41 - 2024-03-31 5,948 $475,000 0
   FORTE ASSET MANAGEMENT LLC - 2024-03-31 5,574 $466,000 0
   WARNER FINANCIAL INC 74 - 2024-03-31 5,501 $460,000 0
   Avalon Trust Co 87 - 2023-12-31 5,892 $460,000 0
   SFMG, LLC 147 - 2023-12-31 5,838 $456,000 0
   PETTYJOHN CO 127 - 2023-12-31 5,492 $429,000 0
   AYRSHIRE ASSOCIATES INC 117 - 2023-12-31 5,459 $426,000 0
   COMMUNITY TRUST & INVESTMENT CO 98 - 2023-12-31 5,424 $423,000 0
   Wealth Management Solutions LLC 45 - 2023-09-30 5,798 $420,000 0
   NORTHWEST INVESTMENT COUNSELORS LLC 117 - 2024-03-31 5,005 $418,000 0
   RESOURCE CONSULTING GROUP INC 45 - 2023-12-31 5,000 $390,000 0
   CCM PARTNERS 382 - 2023-12-31 5,004 $390,000 0
   MMA ASSET MANAGEMENT LLC 69 - 2023-12-31 4,806 $386,000 0
   Venture Visionary Partners LLC 391 - 2023-12-31 4,835 $377,000 0
   FAIRVIEW CAPITAL INVESTMENT MANAGEMENT 124 - 2023-12-31 4,725 $369,000 0
   Legacy Trust 127 - 2024-03-31 4,265 $356,000 0
   Outlook Wealth Advisors LLC 186 - 2024-03-31 4,142 $346,000 0
   Capstone Triton Financial Group LLC 85 - 2024-03-31 4,074 $341,000 0
   BSC PRIVATE WEALTH MANAGEMENT LLC 119 - 2023-12-31 4,190 $327,000 0
   Cedar Wealth Management LLC 80 - 2023-12-31 4,119 $321,000 0
   ROWLAND & CO INVESTMENT COUNSEL/ADV 121 - 2024-03-31 3,832 $320,000 0
   PARSONS CAPITAL MANAGEMENT INC/RI 370 - 2024-03-31 3,737 $312,000 0
   TOCQUEVILLE ASSET MANAGEMENT LP 445 - 2023-12-31 3,861 $301,000 0
   MERRIMAN WEALTH MANAGEMENT, LLC 155 - 2023-12-31 3,859 $301,000 0
   Alan B. Lancz & Associates Inc. 98 - 2023-12-31 3,700 $289,000 0
   Rockwood Wealth Management LLC 66 - 2024-03-31 3,416 $286,000 0
   Erickson Financial Group LLC 22 - 2024-03-31 3,317 $277,000 0
   YCMNET ADVISORS INC 174 - 2023-12-31 3,474 $271,000 0
   JSF Financial LLC 90 - 2023-12-31 3,441 $269,000 0
   BURNS J W & CO INC/NY 170 - 2024-03-31 3,200 $267,000 0
   Fluent Financial LLC 72 - 2024-03-31 3,084 $258,000 0
   PATTEN & PATTEN INC/TN - 2023-12-31 3,220 $251,000 0
   Carl P. Sherr & Co. LLC - 2024-03-31 2,966 $248,000 0
   WESCAP Management Group Inc. 86 - 2023-12-31 3,163 $247,000 0
   Alamar Capital Management LLC 58 - 2023-12-31 3,114 $243,000 0
   Essex Savings Bank 228 - 2024-03-31 3,107 $242,000 0
   Proficio Capital Partners LLC - 2024-03-31 2,800 $234,000 0
   MTM Investment Management LLC 173 - 2024-03-31 2,764 $231,000 0
   BTIM CORP. 360 - 2024-03-31 2,767 $231,000 0
   Regent Peak Wealth Advisors LLC - 2024-03-31 2,742 $229,000 0
   Harbour Capital Advisors LLC 261 - 2024-03-31 2,700 $224,000 0
   WJ Wealth Management LLC 71 - 2024-03-31 2,642 $221,000 0
   Lion Street Advisors LLC 227 - 2024-03-31 2,779 $217,000 0
   HBW Advisory Services LLC 279 - 2024-03-31 2,773 $216,000 0
   COURIER CAPITAL CORP 340 - 2024-03-31 2,570 $215,000 0
   Ameliora Wealth Management Ltd. 85 - 2024-03-31 2,500 $209,000 0
   Salomon & Ludwin LLC - 2024-03-31 2,431 $203,000 0
   WASHINGTON TRUST CO 276 - 2024-03-31 2,369 $198,000 0
   FOSTER DYKEMA CABOT & CO INC/MA 97 - 2023-09-30 2,574 $186,000 0
  100 Records found
  1    
  Page 1 of 1
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