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 502 institutions that hold shares in the stock, with a total of 54.8 Million shares, which have been reported (via 13F filing form) to have a value of $3.93 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
254,504
shares
|
$18.3 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
205,077
shares
|
$14.7 Million
0.05% of portfolio
|
Q3 2024
Reduced 2.67%
|
|
|
Armbruster Capital Management, Inc.
|
Jan 22, 2025 Q4 2024 |
197,520
shares
|
$14.2 Million
2.84% of portfolio
|
Q4 2024
Added 1.81%
|
|
|
Lester Murray Antman Dba Simply Rich
|
Oct 18, 2024 Q3 2024 |
196,340
shares
|
$14.1 Million
4.2% of portfolio
|
Q3 2024
Added 0.7%
|
|
|
Cutler Investment Counsel LLC
|
Nov 06, 2024 Q3 2024 |
182,187
shares
|
$13.1 Million
1.77% of portfolio
|
Q3 2024
Reduced 30.84%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
176,789
shares
|
$12.7 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.91%
|
|
|
Facet Wealth, Inc.
|
Nov 04, 2024 Q3 2024 |
175,019
shares
|
$12.6 Million
0.37% of portfolio
|
Q3 2024
Added 10.84%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
166,033
shares
|
$11.9 Million
0.05% of portfolio
|
Q3 2024
Added 12.66%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
158,784
shares
|
$11.4 Million
0.07% of portfolio
|
Q3 2024
Added 2.75%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
154,076
shares
|
$11.1 Million
0.04% of portfolio
|
Q3 2024
Reduced 1.42%
|
|
|
Ledyard National Bank
|
Oct 21, 2024 Q3 2024 |
139,930
shares
|
$10.1 Million
0.99% of portfolio
|
Q3 2024
Added 3.8%
|
|
|
Anderson Hoagland & CO
|
Jan 21, 2025 Q4 2024 |
136,334
shares
|
$9.79 Million
1.04% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Vaughan & CO Securities, Inc.
|
Oct 31, 2024 Q3 2024 |
135,670
shares
|
$9.75 Million
6.21% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Apella Capital, LLC
|
Jan 14, 2025 Q4 2024 |
135,649
shares
|
$9.75 Million
0.38% of portfolio
|
Q4 2024
Reduced 16.08%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
133,457
shares
|
$9.59 Million
0.02% of portfolio
|
Q3 2024
Reduced 3.9%
|
|
|
Aspiriant, LLC
|
Jan 16, 2025 Q4 2024 |
127,921
shares
|
$9.19 Million
0.33% of portfolio
|
Q4 2024
Reduced 2.64%
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
127,460
shares
|
$9.16 Million
4.64% of portfolio
|
Q2 2023
Reduced 5.4%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2024 Q3 2024 |
120,795
shares
|
$8.68 Million
0.74% of portfolio
|
Q3 2024
Added 5.12%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
119,699
shares
|
$8.6 Million
0.13% of portfolio
|
Q3 2024
Reduced 3.35%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
119,248
shares
|
$8.57 Million
0.22% of portfolio
|
Q3 2024
Reduced 9.05%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
114,834
shares
|
$8.25 Million
0.01% of portfolio
|
Q3 2024
Reduced 5.12%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
110,446
shares
|
$7.93 Million
0.28% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
109,809
shares
|
$7.89 Million
0.02% of portfolio
|
Q4 2024
Added 1.3%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
106,814
shares
|
$7.67 Million
0.05% of portfolio
|
Q3 2024
Added 3.12%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
106,638
shares
|
$7.66 Million
0.0% of portfolio
|
Q3 2024
Added 155.79%
|