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My Recent Searches
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iShares MSCI USA Minimum Volati (USMV) |
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$ 0.00 (0.00%) as of 4:30 Fri 2/14
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Download |
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Institutional
Holders
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 |
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|
Amount
of shares held :
|
-37,792,898 |
|
|
% of shares
held change :
|
-0.73% |
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| Quarter
Price vs. Current Price:
|
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Quarter Price vs.
Current Price:
|
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Last
Quarter's Starting
Price :
|
N/A |
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Last
Quarter's Ending
Price :
|
N/A |
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Last
Quarter's Average
Price :
|
N/A |
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|
Change
from last quarter's
avg. price
to the last closing :
|
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(%) |
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| 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
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-18.81%
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|
 |
Closed
Positions : |
72
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-1,341,463
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-0.51%
|
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|
Guru
Positions : |
1
|
4,239
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0%
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Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  ABLES IANNONE MOORE & ASSOCIATES INC. |
|
*Closed |
2024-03-31 |
0 |
$0 |
-10 |
|
| FIRETHORN WEALTH PARTNERS LLC |
148 |
*Closed |
2024-03-31 |
0 |
$0 |
-13,432 |
|
| Kalos Management Inc. |
136 |
*Closed |
2023-06-30 |
0 |
$0 |
-327 |
|
| FARMERS & MERCHANTS INVESTMENTS INC |
1647 |
*Closed |
2024-03-31 |
0 |
$0 |
-89 |
|
| 3Chopt Investment Partners LLC |
166 |
*Closed |
2023-12-31 |
0 |
$0 |
-10,459 |
|
| VALLEY FINANCIAL MANAGEMENT INC. |
43 |
*Closed |
2023-06-30 |
0 |
$0 |
-283 |
|
| Bear Mountain Capital Inc. |
195 |
*Closed |
2024-03-31 |
0 |
$0 |
-1,500 |
|
| TFO-TDC LLC |
486 |
*Closed |
2023-12-31 |
0 |
$0 |
-27 |
|
| Cobblestone Asset Management LLC |
45 |
*Closed |
2024-03-31 |
0 |
$0 |
-8,095 |
|
| Steel Peak Wealth Management LLC |
438 |
*Closed |
2024-03-31 |
0 |
$0 |
-47,526 |
|
| KPP Advisory Services LLC |
157 |
*Closed |
2023-12-31 |
0 |
$0 |
-2,911 |
|
| Beverly Hills Private Wealth LLC |
336 |
*Closed |
2023-12-31 |
0 |
$0 |
-3,339 |
|
| SUTTON PLACE INVESTORS LLC |
148 |
*Closed |
2024-03-31 |
0 |
$0 |
-3,151 |
|
| SIMPLEX TRADING LLC |
2365 |
*Closed |
2024-03-31 |
0 |
$0 |
-1,167 |
|
| DEUTSCHE BANK AG |
3492 |
*Closed |
2023-12-31 |
0 |
$0 |
-155 |
|
| GoalVest Advisory LLC |
407 |
*Closed |
2024-03-31 |
0 |
$0 |
-759 |
|
| CRITERION CAPITAL ADVISORS LLC |
345 |
*Closed |
2024-03-31 |
0 |
$0 |
-542 |
|
| Flaharty Asset Management LLC |
291 |
*Closed |
2023-12-31 |
0 |
$0 |
-525 |
|
| BAKER AVENUE ASSET MANAGEMENT, LP |
710 |
*Closed |
2023-12-31 |
0 |
$0 |
-1,019 |
|
| Empowered Funds LLC |
1282 |
*Closed |
2023-12-31 |
0 |
$0 |
-9,852 |
|
| GUIDANCE CAPITAL INC |
169 |
*Closed |
2024-03-31 |
0 |
$0 |
-2,556 |
|
| Sterling Group Wealth Management LLC |
26 |
*Closed |
2024-03-31 |
0 |
$0 |
-9,009 |
|
| DONALDSON CAPITAL MANAGEMENT LLC |
207 |
*Closed |
2024-03-31 |
0 |
$0 |
-5,810 |
|
| Revisor Wealth Management LLC |
191 |
*Closed |
2024-03-31 |
0 |
$0 |
-3,764 |
|
| Evolution Wealth Advisors LLC |
140 |
*Closed |
2024-03-31 |
0 |
$0 |
-2,624 |
|
| SCBT FINANCIAL CORP |
605 |
*Closed |
2023-12-31 |
0 |
$0 |
-691 |
|
| BKM Wealth Management LLC |
319 |
*Closed |
2024-03-31 |
0 |
$0 |
-66 |
|
| Bond & Devick Financial Network Inc. |
144 |
*Closed |
2024-03-31 |
0 |
$0 |
-2,587 |
|
| Claraphi Advisory Network LLC |
182 |
*Closed |
2022-12-31 |
0 |
$0 |
-49,774 |
|
| Planned Solutions Inc. |
331 |
*Closed |
2024-03-31 |
0 |
$0 |
-809 |
|
| MATRIX PRIVATE CAPITAL GROUP LLC |
152 |
*Closed |
2023-12-31 |
0 |
$0 |
-4,035 |
|
| MODERA WEALTH MANAGEMENT, LLC |
545 |
*Closed |
2023-12-31 |
0 |
$0 |
-5,712 |
|
| Fiduciary Alliance LLC |
197 |
*Closed |
2024-03-31 |
0 |
$0 |
-4,591 |
|
| Cooper Financial Group |
353 |
*Closed |
2024-03-31 |
0 |
$0 |
-2,656 |
|
| Patriot Financial Group Insurance Agency LLC |
|
*Closed |
2024-03-31 |
0 |
$0 |
-7,093 |
|
| STATE STREET CORP |
4268 |
*Closed |
2023-12-31 |
0 |
$0 |
-4,141 |
|
| Stonebridge Capital Advisors LLC |
506 |
*Closed |
2023-12-31 |
0 |
$0 |
-143 |
|
| HRT FINANCIAL LLC |
2554 |
*Closed |
2023-12-31 |
0 |
$0 |
-129,305 |
|
| WOLVERINE TRADING LLC |
1439 |
*Closed |
2023-12-31 |
0 |
$0 |
-12,037 |
|
| V Wealth ManagementLLC |
275 |
*Closed |
2023-09-30 |
0 |
$0 |
-15,082 |
|
| Trexquant Investment LP |
1634 |
*Closed |
2023-12-31 |
0 |
$0 |
-24,565 |
|
| Headlands Technologies LLC |
1064 |
*Closed |
2023-12-31 |
0 |
$0 |
-2,249 |
|
| Authentikos Wealth Advisory LLC |
277 |
*Closed |
2023-12-31 |
0 |
$0 |
-2,703 |
|
| GLOVISTA INVESTMENTS LLC |
43 |
*Closed |
2023-12-31 |
0 |
$0 |
-166,224 |
|
| Commonwealth Retirement Investments LLC |
|
*Closed |
2024-03-31 |
0 |
$0 |
-5,130 |
|
| Catalina Capital Group LLC |
314 |
*Closed |
2024-03-31 |
0 |
$0 |
-2,818 |
|
| Hoxton Planning & Management LLC |
168 |
*Closed |
2024-03-31 |
0 |
$0 |
-3,058 |
|
| Coppell Advisory Solutions Corp. |
961 |
*Closed |
2023-03-31 |
0 |
$0 |
-297 |
|
| Fortitude Family Office LLC |
1010 |
*Closed |
2024-03-31 |
0 |
$0 |
-46 |
|
| SYKON CAPITAL LLC |
83 |
*Closed |
2023-12-31 |
0 |
$0 |
-239,210 |
|
| FFG RETIREMENT ADVISORS LLC |
|
*Closed |
2024-03-31 |
0 |
$0 |
-10,563 |
|
| Select Asset Management & Trust |
65 |
*Closed |
2023-12-31 |
0 |
$0 |
-3,330 |
|
| Lehman & Derafelo Financial Resources LLC |
192 |
*Closed |
2022-12-31 |
0 |
$0 |
-34 |
|
| VERITABLE LP |
280 |
*Closed |
2023-09-30 |
0 |
$0 |
-2,943 |
|
| P-Solve LLC |
28 |
*Closed |
2023-12-31 |
0 |
$0 |
-283,867 |
|
| IAG Wealth Partners LLC |
460 |
*Closed |
2024-03-31 |
0 |
$0 |
-196 |
|
| TOTH FINANCIAL ADVISORY CORP |
736 |
*Closed |
2024-03-31 |
0 |
$0 |
-93 |
|
| True Link Financial Advisors LLC |
69 |
*Closed |
2024-03-31 |
0 |
$0 |
-283,807 |
|
| Sharkey Howes & Javer |
127 |
*Closed |
2024-03-31 |
0 |
$0 |
-16,480 |
|
| NVWM LLC |
434 |
*Closed |
2023-12-31 |
0 |
$0 |
-10 |
|
| Calton & Associates Inc. |
203 |
*Closed |
2024-03-31 |
0 |
$0 |
-11,203 |
|
| Riggs Asset Managment Co. Inc. |
|
*Closed |
2024-03-31 |
0 |
$0 |
-7 |
|
| OLD MISSION CAPITAL LLC |
1071 |
*Closed |
2023-12-31 |
0 |
$0 |
-9,500 |
|
| KARLINSKI ANDREW C |
72 |
*Closed |
2022-12-31 |
0 |
$0 |
-67,232 |
|
| Lloyd Advisory Services LLC. |
154 |
*Closed |
2024-03-31 |
0 |
$0 |
-3,394 |
|
| Moss Adams Wealth Advisors LLC |
169 |
*Closed |
2023-12-31 |
0 |
$0 |
0 |
|
| Kovack Advisors Inc. |
526 |
*Closed |
2024-03-31 |
0 |
$0 |
-14,932 |
|
| Ropes Wealth Advisors LLC |
275 |
*Closed |
2023-09-30 |
0 |
$0 |
-9,471 |
|
| Pettinga Financial Advisors LLC |
122 |
*Closed |
2024-03-31 |
0 |
$0 |
-40,942 |
|
| Williams Financial LLC |
35 |
*Closed |
2024-03-31 |
0 |
$0 |
-27,513 |
|
| KC Investment Advisors LLC |
|
*Closed |
2023-12-31 |
0 |
$0 |
-23,587 |
|
| First Command Advisory Services Inc. |
|
*Closed |
2024-03-31 |
0 |
$0 |
-7 |
|
| S.C. Financial Services Inc. |
128 |
*Closed |
2022-12-31 |
0 |
$0 |
-3,040 |
|
| Premier Path Wealth Partners LLC |
355 |
*Closed |
2024-03-31 |
0 |
$0 |
-2,882 |
|
| TCG Advisory Services LLC |
401 |
*Closed |
2023-12-31 |
0 |
$0 |
-3,727 |
|
| Dynamic Advisors Solutions LLC |
950 |
*Closed |
2024-03-31 |
0 |
$0 |
-2,579 |
|
| Benedetti & Gucer Inc. |
148 |
*Closed |
2023-12-31 |
0 |
$0 |
-3,816 |
|
| James J. Burns & Company LLC |
114 |
*Closed |
2024-03-31 |
0 |
$0 |
-3,133 |
|
| CFG ASSET MANAGEMENT LLC |
593 |
*Closed |
2023-12-31 |
0 |
$0 |
-59 |
|
| Triton Wealth Management PLLC |
82 |
*Closed |
2024-03-31 |
0 |
$0 |
-15,163 |
|
| Meridian Wealth Management LLC |
534 |
*Closed |
2024-03-31 |
0 |
$0 |
-6,796 |
|
| BFT FINANCIAL GROUP LLC |
311 |
*Closed |
2023-06-30 |
0 |
$0 |
-7,129 |
|
| C2P Capital Advisory Group LLC d.b.a. Prosperity C |
336 |
*Closed |
2024-03-31 |
0 |
$0 |
-3,445 |
|
| TWO SIGMA INVESTMENTS LLC |
3284 |
*Closed |
2023-12-31 |
0 |
$0 |
-13,900 |
|
| Private Advisory Group LLC |
232 |
*Closed |
2023-12-31 |
0 |
$0 |
-69,838 |
|
| REGIMEN WEALTH LLC |
61 |
*Closed |
2023-12-31 |
0 |
$0 |
-8,274 |
|
| PAX Financial Group LLC |
245 |
*Closed |
2023-12-31 |
0 |
$0 |
-49,305 |
|
| Allie Family Office LLC |
74 |
*Closed |
2023-12-31 |
0 |
$0 |
-6,126 |
|
| BAKER TILLY FINANCIAL LLC |
492 |
*Closed |
2023-12-31 |
0 |
$0 |
-2,778 |
|
| RCS Financial Planning LLC |
75 |
*Closed |
2024-03-31 |
0 |
$0 |
-5,331 |
|
| Independent Wealth Network Inc. |
202 |
*Closed |
2024-03-31 |
0 |
$0 |
-4,266 |
|
| Madrona Financial Services LLC |
100 |
*Closed |
2024-03-31 |
0 |
$0 |
-28,881 |
|
| Clear Creek Financial Management LLC |
426 |
*Closed |
2024-03-31 |
0 |
$0 |
-4,530 |
|
| ARLINGTON PARTNERS LLC |
247 |
*Closed |
2024-03-31 |
0 |
$0 |
-328 |
|
| HART & PATTERSON FINANCIAL GROUP LLC |
67 |
*Closed |
2024-03-31 |
0 |
$0 |
-6,931 |
|
| Ten Capital Wealth Advisors LLC |
561 |
*Closed |
2023-06-30 |
0 |
$0 |
-192 |
|
| STELAC ADVISORY SERVICES LLC |
103 |
*Closed |
2023-12-31 |
0 |
$0 |
-2,792 |
|
| Goodwin Investment Advisory |
79 |
*Closed |
2023-12-31 |
0 |
$0 |
-6,013 |
|
| Operose Advisors LLC |
703 |
*Closed |
2023-12-31 |
0 |
$0 |
-39 |
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99 Records found
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1
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Page 1 of 1 |
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