Institutional Ownership Ishares Msci Eafe Min Vol Fact (EFAV)
This table provides information about the institutional ownership of Ishares Msci Eafe Min Vol Fact (EFAV). We have compiled data on the 522 institutions that hold shares in the stock, with a total of 53.6 Million shares, which have been reported (via 13F filing form) to have a value of $4.19 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Chris Bulman Inc
Roseville, CA |
Feb 10, 2025 Q4 2024 |
3,231
shares
|
$252,890
0.15% of portfolio
|
Q4 2024
Reduced 1.52%
|
|
|
Bolthouse Investments, LLC
Bakersfield, CA |
Feb 14, 2025 Q4 2024 |
3,220
shares
|
$252,029
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Commerce Bank
Kansas City, MO |
Feb 13, 2025 Q4 2024 |
3,217
shares
|
$251,794
0.0% of portfolio
|
Q4 2024
Reduced 39.78%
|
|
|
Bristlecone Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
3,215
shares
|
$251,638
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Feb 11, 2025 Q4 2024 |
3,178
shares
|
$248,742
0.0% of portfolio
|
Q4 2024
Added 4.64%
|
|
|
Brandywine Oak Private Wealth LLC
|
Jan 27, 2025 Q4 2024 |
3,120
shares
|
$244,202
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
180 Wealth Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
3,096
shares
|
$242,323
0.03% of portfolio
|
Q4 2024
Reduced 0.32%
|
|
|
Ellis Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
3,067
shares
|
$240,054
0.04% of portfolio
|
Q4 2024
Added 0.69%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Feb 11, 2025 Q4 2024 |
3,016
shares
|
$236,062
0.16% of portfolio
|
Q4 2024
Reduced 1.15%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
3,015
shares
|
$235,984
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
3,011
shares
|
$235,670
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
E Rn Financial, LLC
|
Jan 14, 2025 Q4 2024 |
3,003
shares
|
$235,044
0.03% of portfolio
|
Q4 2024
Reduced 21.35%
|
|
|
Independence Bank Of Kentucky
|
Jan 24, 2025 Q4 2024 |
3,000
shares
|
$234,810
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
2,998
shares
|
$234,653
0.02% of portfolio
|
Q3 2024
Reduced 11.67%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Feb 13, 2025 Q4 2024 |
2,993
shares
|
$234,262
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pks Advisory Services, LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
2,990
shares
|
$234,027
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
2,987
shares
|
$233,792
0.03% of portfolio
|
Q4 2024
Added 1.77%
|
|
|
Planning Directions Inc
|
Feb 06, 2025 Q4 2024 |
2,985
shares
|
$233,635
0.12% of portfolio
|
Q4 2024
Reduced 1.71%
|
|
|
Apeiron Ria LLC
|
Jan 17, 2025 Q4 2024 |
2,958
shares
|
$231,522
0.06% of portfolio
|
Q4 2024
Added 0.96%
|
|
|
Pds Planning, Inc
|
Feb 10, 2025 Q4 2024 |
2,930
shares
|
$229,331
0.02% of portfolio
|
Q4 2023
Reduced 54.38%
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
2,867
shares
|
$224,400
0.01% of portfolio
|
Q4 2024
Added 0.56%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jan 24, 2025 Q4 2024 |
2,767
shares
|
$216,573
0.14% of portfolio
|
Q4 2024
Reduced 14.23%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
2,749
shares
|
$215,164
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
2,562
shares
|
$200,527
0.02% of portfolio
|
Q2 2024
Added 1.07%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
2,455
shares
|
$192,152
0.02% of portfolio
|
Q4 2023
New holding
|