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 577 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 |
|---|---|---|---|---|---|
|
Horizon Family Wealth, Inc.
|
Nov 07, 2025 Q3 2025 |
5,087
shares
|
$438,804
0.27% of portfolio
|
Q2 2025
New holding
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
4,986
shares
|
$430,092
0.02% of portfolio
|
Q2 2022
Added 1.4%
|
|
|
K2 Financial Inc.
Glendora, CA |
Oct 16, 2025 Q3 2025 |
4,968
shares
|
$428,539
0.34% of portfolio
|
Q3 2025
Added 1.64%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
4,935
shares
|
$425,693
0.01% of portfolio
|
Q3 2025
Added 21.4%
|
|
|
Forum Private Client Group LLC
|
Nov 05, 2025 Q3 2025 |
4,845
shares
|
$417,929
0.15% of portfolio
|
Q3 2025
Added 3.86%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
4,654
shares
|
$401,454
0.11% of portfolio
|
Q3 2025
Reduced 4.44%
|
|
|
Wbh Advisory Inc
|
Oct 30, 2025 Q3 2025 |
4,652
shares
|
$401,281
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Landaas & CO
Milwaukee, WI |
Nov 04, 2025 Q3 2025 |
4,650
shares
|
$401,109
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
4,585
shares
|
$395,502
0.11% of portfolio
|
Q4 2022
Reduced 1.44%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Oct 21, 2025 Q3 2025 |
4,557
shares
|
$393,086
0.05% of portfolio
|
Q3 2025
Reduced 0.85%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
4,536
shares
|
$391,275
0.01% of portfolio
|
Q3 2025
Added 6.01%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Oct 29, 2025 Q3 2025 |
4,526
shares
|
$390,412
0.08% of portfolio
|
Q2 2025
Added 1.78%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
4,506
shares
|
$388,687
0.12% of portfolio
|
Q1 2024
Reduced 10.61%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
4,470
shares
|
$385,582
0.04% of portfolio
|
Q3 2025
Reduced 10.08%
|
|
|
Amg National Trust Bank
|
Nov 07, 2025 Q3 2025 |
4,469
shares
|
$385,495
0.01% of portfolio
|
Q2 2025
Added 1.02%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
4,459
shares
|
$384,633
0.0% of portfolio
|
Q3 2022
Reduced 4.99%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 20, 2025 Q3 2025 |
4,440
shares
|
$382,994
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2025 Q3 2025 |
4,432
shares
|
$382,304
0.03% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Nov 10, 2025 Q3 2025 |
4,415
shares
|
$380,837
0.02% of portfolio
|
Q3 2025
Reduced 1.08%
|
|
|
Sage Capital Advisors,Llc
|
Jan 06, 2026 Q4 2025 |
4,413
shares
|
$380,665
0.09% of portfolio
|
Q2 2023
Reduced 3.1%
|
|
|
Blankinship & Foster, LLC
Solana Beach, CA |
Nov 03, 2025 Q3 2025 |
4,398
shares
|
$379,371
0.08% of portfolio
|
Q2 2025
Reduced 10.43%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 13, 2026 Q4 2025 |
4,331
shares
|
$373,592
0.03% of portfolio
|
Q4 2025
Added 9.31%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Oct 20, 2025 Q3 2025 |
4,316
shares
|
$372,298
0.06% of portfolio
|
Q2 2025
Added 1.82%
|
|
|
Ackerman Capital Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
4,300
shares
|
$370,918
0.08% of portfolio
|
Q3 2025
Reduced 1.15%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Nov 12, 2025 Q3 2025 |
4,300
shares
|
$370,918
0.15% of portfolio
|
Q3 2025
Reduced 0.07%
|
|