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 581 institutions that hold shares in the stock, with a total of 36.1 Million shares, which have been reported (via 13F filing form) to have a value of $3.11 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Qtr Family Wealth, LLC
Lake Mary, FL |
Oct 29, 2025 Q3 2025 |
6,132
shares
|
$528,946
0.25% of portfolio
|
Q3 2025
Reduced 6.2%
|
|
|
Blue Barn Wealth, LLC
|
Nov 14, 2025 Q3 2025 |
6,081
shares
|
$524,547
0.23% of portfolio
|
Q3 2025
Reduced 0.72%
|
|
|
Citizens National Bank Trust Department
|
Oct 23, 2025 Q3 2025 |
6,019
shares
|
$519,198
0.09% of portfolio
|
Q3 2025
Reduced 0.66%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
5,996
shares
|
$517,214
0.01% of portfolio
|
Q3 2025
Added 13.75%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 28, 2025 Q3 2025 |
5,908
shares
|
$509,624
0.31% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2025 Q3 2025 |
5,854
shares
|
$504,966
0.03% of portfolio
|
Q2 2025
Reduced 27.81%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
5,800
shares
|
$500,308
0.1% of portfolio
|
Q2 2020
Reduced 1.69%
|
|
|
Aries Wealth Management
|
Nov 10, 2025 Q3 2025 |
5,776
shares
|
$498,237
0.12% of portfolio
|
Q2 2025
Reduced 69.18%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
5,767
shares
|
$497,461
0.02% of portfolio
|
Q3 2025
Reduced 4.94%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Jan 02, 2026 Q4 2025 |
5,766
shares
|
$497,375
0.06% of portfolio
|
Q4 2025
Added 0.51%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 06, 2025 Q3 2025 |
5,762
shares
|
$497,030
0.0% of portfolio
|
Q3 2025
Added 2.24%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Oct 27, 2025 Q3 2025 |
5,761
shares
|
$496,943
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 24, 2025 Q3 2025 |
5,736
shares
|
$494,787
0.11% of portfolio
|
Q3 2025
Reduced 5.61%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
5,665
shares
|
$488,662
0.14% of portfolio
|
Q1 2023
Added 34.4%
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
5,597
shares
|
$482,797
0.08% of portfolio
|
Q3 2025
Added 3.8%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Oct 31, 2025 Q3 2025 |
5,568
shares
|
$480,295
0.16% of portfolio
|
Q3 2025
Reduced 8.87%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 06, 2025 Q3 2025 |
5,528
shares
|
$476,845
0.0% of portfolio
|
Q3 2025
Added 5.72%
|
|
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
Nov 12, 2025 Q3 2025 |
5,493
shares
|
$473,826
0.36% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
5,467
shares
|
$471,583
0.01% of portfolio
|
Q3 2025
Added 1.32%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
5,463
shares
|
$471,238
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
5,395
shares
|
$465,372
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Advisory Service, Inc.
|
Oct 29, 2025 Q3 2025 |
5,328
shares
|
$459,593
0.03% of portfolio
|
Q2 2025
Added 1.08%
|
|
|
Flagship Harbor Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
5,258
shares
|
$453,555
0.02% of portfolio
|
Q2 2024
Reduced 5.36%
|
|
|
Jmg Financial Group, Ltd.
|
Nov 12, 2025 Q3 2025 |
5,231
shares
|
$451,226
0.01% of portfolio
|
Q1 2024
Added 0.27%
|
|
|
Cowa, LLC
Tulsa, OK |
Nov 10, 2025 Q3 2025 |
5,190
shares
|
$447,689
0.15% of portfolio
|
Q3 2025
Added 4.26%
|
|