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 |
|---|---|---|---|---|---|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
25,422
shares
|
$1.83 Million
0.05% of portfolio
|
Q4 2024
Reduced 3.7%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
25,364
shares
|
$1.82 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
25,025
shares
|
$1.8 Million
0.06% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
24,897
shares
|
$1.79 Million
0.21% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Klingman & Associates, LLC
|
Nov 01, 2024 Q3 2024 |
24,861
shares
|
$1.79 Million
0.12% of portfolio
|
Q3 2024
Reduced 1.44%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 23, 2025 Q4 2024 |
24,630
shares
|
$1.77 Million
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
24,362
shares
|
$1.75 Million
0.02% of portfolio
|
Q3 2024
Added 9.0%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
23,925
shares
|
$1.72 Million
0.13% of portfolio
|
Q3 2023
Reduced 3.36%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Nov 12, 2024 Q3 2024 |
23,817
shares
|
$1.71 Million
0.16% of portfolio
|
Q3 2024
Reduced 4.23%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
23,782
shares
|
$1.71 Million
0.06% of portfolio
|
Q3 2022
Reduced 23.56%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
23,318
shares
|
$1.68 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.73%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
22,925
shares
|
$1.65 Million
0.09% of portfolio
|
Q3 2024
Reduced 1.07%
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
Nov 14, 2024 Q3 2024 |
22,214
shares
|
$1.6 Million
0.61% of portfolio
|
Q3 2024
Reduced 3.02%
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
21,630
shares
|
$1.55 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Sawgrass Asset Management LLC
|
Nov 06, 2024 Q3 2024 |
21,575
shares
|
$1.55 Million
0.17% of portfolio
|
Q4 2023
Reduced 3.76%
|
|
|
Prostatis Group LLC
Hanover, MD |
Aug 14, 2023 Q2 2023 |
21,431
shares
|
$1.54 Million
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
21,106
shares
|
$1.52 Million
0.24% of portfolio
|
Q4 2024
Reduced 1.74%
|
|
|
Fortune Financial Advisors, LLC
Overland Park, KS |
Jan 23, 2025 Q4 2024 |
21,078
shares
|
$1.51 Million
1.35% of portfolio
|
Q4 2024
Reduced 3.04%
|
|
|
Garrett Investment Advisors LLC
|
Jan 15, 2025 Q4 2024 |
21,033
shares
|
$1.51 Million
0.16% of portfolio
|
Q4 2024
Reduced 1.07%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
20,272
shares
|
$1.46 Million
0.04% of portfolio
|
Q3 2024
Reduced 13.44%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
19,432
shares
|
$1.4 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.57%
|
|
|
Aries Wealth Management
|
Oct 31, 2024 Q3 2024 |
19,414
shares
|
$1.39 Million
0.41% of portfolio
|
Q3 2024
Reduced 2.42%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
19,279
shares
|
$1.39 Million
0.0% of portfolio
|
Q4 2024
Added 63.53%
|
|
|
Archford Capital Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
19,259
shares
|
$1.38 Million
0.21% of portfolio
|
Q4 2024
Reduced 20.98%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
19,142
shares
|
$1.38 Million
0.27% of portfolio
|
Q3 2024
Reduced 0.36%
|