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 |
|---|---|---|---|---|---|
|
Magnus Financial Group LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
106,458
shares
|
$7.65 Million
0.75% of portfolio
|
Q4 2024
Added 0.81%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
106,128
shares
|
$7.62 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.66%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
104,433
shares
|
$7.5 Million
1.9% of portfolio
|
Q3 2024
Reduced 6.01%
|
|
|
Wright Fund Management, LLC
Santa Monica, CA |
Nov 12, 2024 Q3 2024 |
103,814
shares
|
$7.46 Million
0.35% of portfolio
|
Q3 2024
New holding
|
|
|
Mc Naughton Wealth Management, LLC
|
Jan 13, 2025 Q4 2024 |
102,354
shares
|
$7.35 Million
3.49% of portfolio
|
Q4 2024
Added 0.99%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
102,285
shares
|
$7.35 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.15%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
Nov 12, 2024 Q3 2024 |
102,025
shares
|
$7.33 Million
1.11% of portfolio
|
Q3 2024
Reduced 1.01%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
101,717
shares
|
$7.31 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.39%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
100,109
shares
|
$7.19 Million
0.06% of portfolio
|
Q3 2024
Reduced 2.12%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
99,186
shares
|
$7.13 Million
0.01% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Friedenthal Financial
|
Jan 13, 2025 Q4 2024 |
96,506
shares
|
$6.93 Million
4.44% of portfolio
|
Q4 2024
Reduced 0.37%
|
|
|
Well Done, LLC
|
Jan 17, 2025 Q4 2024 |
95,333
shares
|
$6.85 Million
1.24% of portfolio
|
Q3 2024
Reduced 2.83%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
87,657
shares
|
$6.3 Million
0.01% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Hightower 6 M Holding, LLC
|
Oct 25, 2022 Q3 2022 |
83,459
shares
|
$6 Million
0.43% of portfolio
|
Q3 2022
Added 3.7%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
82,699
shares
|
$5.94 Million
0.17% of portfolio
|
Q1 2024
Reduced 18.67%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Nov 08, 2024 Q3 2024 |
81,309
shares
|
$5.84 Million
0.47% of portfolio
|
Q3 2024
Reduced 2.5%
|
|
|
Yeomans Consulting Group, Inc.
Marietta, GA |
Jan 17, 2025 Q4 2024 |
76,586
shares
|
$5.5 Million
2.03% of portfolio
|
Q4 2024
Reduced 31.93%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
68,495
shares
|
$4.92 Million
0.06% of portfolio
|
Q3 2024
Reduced 11.47%
|
|
|
Estate Counselors, LLC
|
Nov 12, 2024 Q3 2024 |
67,934
shares
|
$4.88 Million
1.4% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
67,260
shares
|
$4.83 Million
0.0% of portfolio
|
Q3 2024
Reduced 12.71%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
66,861
shares
|
$4.8 Million
0.01% of portfolio
|
Q3 2024
Added 28.95%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
66,701
shares
|
$4.79 Million
0.02% of portfolio
|
Q3 2024
Reduced 3.06%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
66,687
shares
|
$4.79 Million
0.05% of portfolio
|
Q3 2024
Reduced 3.22%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
66,475
shares
|
$4.78 Million
0.0% of portfolio
|
Q3 2024
Reduced 10.78%
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
66,057
shares
|
$4.75 Million
0.06% of portfolio
|
Q3 2024
New holding
|