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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
   RAYMOND JAMES & ASSOCIATES 12 - 2024-03-31 15,949,103 $1,333,026,000 -131,696
   ENVESTNET ASSET MANAGEMENT INC 34 - 2023-12-31 15,485,631 $1,208,344,000 -7,247,829
   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
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 35 - 2024-03-31 4,435,220 $370,696,000 -222,986
   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
   UBS Group AG 157 - 2023-12-31 4,182,777 $326,382,000 -114,959
   CATALYST CAPITAL ADVISORS LLC 4 - 2024-03-31 3,476,657 $290,579,000 -100,476
   Millburn Ridgefield Corp 4 - 2024-03-31 3,476,657 $290,579,000 -100,476
   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. 51 - 2024-03-31 2,420,806 $202,331,000 -181,654
   CAPTRUST FINANCIAL ADVISORS 26 - 2023-12-31 2,303,329 $179,729,000 -3,117,736
   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
   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
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 36 - 2024-03-31 1,240,289 $103,663,000 -222,935
   ADVANTUS CAPITAL MANAGEMENT INC 4 - 2024-03-31 1,231,762 $102,951,000 -59,000
   BANK OF NEW YORK MELLON CORP 704 - 2024-03-31 1,098,813 $91,839,000 -281,558
   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
   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
   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
   HORIZON INVESTMENTS, LLC/SC 9 - 2023-12-31 818,488 $63,867,000 -721,464
   HIGHTOWER ADVISORS, LLC 213 - 2023-12-31 776,696 $60,556,000 -42,427
   AJ WEALTH STRATEGIES LLC 12 - 2023-06-30 750,182 $55,761,000 -278,060
   Private Advisor Group LLC - 2024-03-31 620,740 $51,881,000 -34,295
   JANNEY MONTGOMERY SCOTT LLC 133 - 2024-03-31 614,650 $51,373,000 -207,104
   ALLIANZ ASSET MANAGEMENT AG 240 - 2023-12-31 596,741 $46,564,000 -337,759
   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
   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
   Resources Investment Advisors Inc. 37 - 2023-12-31 459,503 $35,855,000 -62,045
   KEYBANK NATIONAL ASSOCIATION/OH 129 - 2023-12-31 448,361 $34,986,000 -19,359
   FINANCIAL NETWORK 104 - 2023-12-31 438,444 $34,212,000 -154,075
   Klingman & Associates LLC 10 - 2024-03-31 393,734 $32,908,000 -17,206
   ALLIANCEBERNSTEIN L.P. 713 - 2023-12-31 417,842 $32,604,000 -17,211
   Halpern Financial Inc. 3 - 2024-03-31 379,088 $31,335,000 -15,502
   THRIVENT FINANCIAL FOR LUTHERANS 335 - 2023-12-31 382,818 $29,871,000 -152,537
   GDS Wealth Management 4 - 2024-03-31 346,097 $28,927,000 -7,669
   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
   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
   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
   Kestra Advisory Services LLC 103 - 2023-12-31 308,578 $24,078,000 -19,514
   NOTTINGHAM ADVISORS INC 10 - 2023-12-31 336,032 $23,574,000 -2,371
   Rehmann Capital Advisory Group - 2024-03-31 278,349 $23,264,000 -4,005
   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
   Capital Advisors Ltd. LLC 7 - 2024-03-31 266,227 $22,251,000 -5,890
   Beacon Pointe Advisors LLC 87 - 2023-12-31 278,833 $21,758,000 -61,289
   Lineweaver Wealth Advisors LLC - 2024-03-31 259,259 $21,670,000 -1,559
   M&T BANK CORP 194 - 2023-12-31 275,533 $21,500,000 -231,575
   Executive Wealth Management LLC - 2023-12-31 257,773 $20,114,000 -180,463
   Cassia Capital Partners LLC 2 - 2024-03-31 236,339 $19,753,000 -69,100
   Lowe fs LLC 3 - 2024-03-31 236,292 $19,749,000 -956
   Baron Silver Stevens Financial Advisors LLC - 2024-03-31 229,656 $19,195,000 -4,968
   Journey Advisory Group LLC 8 - 2023-12-31 237,614 $18,541,000 -1,326
   Trilogy Capital Inc. 28 - 2024-03-31 220,482 $18,428,000 -14,591
   Well Done LLC 5 - 2024-03-31 218,729 $18,281,000 -10,860
   Adaptive Financial Consulting LLC 4 - 2023-12-31 220,054 $17,171,000 -969
   STOCK YARDS BANK & TRUST CO - 2024-03-31 205,196 $17,150,000 -20,359
   CITIGROUP INC 647 - 2023-12-31 217,288 $16,955,000 -5,630
   VALMARK ADVISERS INC 45 - 2023-12-31 212,211 $16,559,000 -10,565
   IRONWOOD WEALTH MANAGEMENT INC. 5 - 2024-03-31 200,180 $16,283,000 -453
   FINANCIAL ARCHITECTS INC 7 - 2023-06-30 218,432 $16,236,000 -6,147
   Syntegra Private Wealth Group LLC 11 - 2023-12-31 203,227 $15,858,000 -3,434
   Lester Murray Antman dba SimplyRich 2 - 2024-03-31 189,537 $15,842,000 -41
   TD CAPITAL MANAGEMENT LLC 16 - 2023-12-31 202,733 $15,819,000 -1,756
   CREATIVE PLANNING 291 - 2023-12-31 202,431 $15,796,000 -22,364
   Wells Financial Advisors INC 1 - 2023-12-31 181,658 $14,175,000 -8,553
   INTRUST BANK NA 9 - 2023-12-31 181,170 $14,137,000 -3,652
   Lido Advisors LLC 114 - 2023-12-31 168,804 $13,172,000 -12,474
   Wright Fund Managment LLC 35 - 2024-03-31 157,252 $13,143,000 -32,200
   DAVIDSON D A & CO 131 - 2023-12-31 162,102 $12,649,000 -14,443
   Darrow Company Inc. - 2024-03-31 148,860 $12,442,000 -7,336
   Capital Asset Advisory Services LLC 32 - 2024-03-31 145,356 $11,969,000 -2,025
   AXXCESS WEALTH MANAGEMENT LLC 61 - 2023-12-31 151,648 $11,833,000 -96,127
   Hartland & Co. LLC 35 - 2023-12-31 150,257 $11,725,000 -2,572
   CLARK CAPITAL MANAGEMENT GROUP INC 147 - 2023-12-31 148,487 $11,586,000 -986,977
  100 Records found
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