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 510 institutions that hold shares in the stock, with a total of 54.9 Million shares, which have been reported (via 13F filing form) to have a value of $3.83 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Flagship Harbor Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
3,969
shares
|
$277,075
0.02% of portfolio
|
Q3 2024
Reduced 19.44%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Nov 12, 2024 Q3 2024 |
3,950
shares
|
$275,749
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Warner Financial, Inc
Bethesda, MD |
Oct 21, 2024 Q3 2024 |
3,894
shares
|
$271,840
0.13% of portfolio
|
Q2 2024
Reduced 0.56%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
3,873
shares
|
$270,374
0.01% of portfolio
|
Q3 2024
Reduced 60.7%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
3,819
shares
|
$266,604
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
E Rn Financial, LLC
|
Oct 15, 2024 Q3 2024 |
3,818
shares
|
$266,534
0.04% of portfolio
|
Q3 2024
Reduced 25.09%
|
|
|
Ceera Investments, LLC
Bellaire, TX |
Nov 06, 2024 Q3 2024 |
3,810
shares
|
$265,976
0.12% of portfolio
|
Q4 2022
Reduced 5.22%
|
|
|
Steel Peak Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
3,809
shares
|
$265,906
0.01% of portfolio
|
Q3 2024
Reduced 1.98%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Nov 07, 2024 Q3 2024 |
3,781
shares
|
$263,951
0.09% of portfolio
|
Q3 2024
Reduced 1.0%
|
|
|
Bt Wealth Management LLC
|
Jul 26, 2022 Q2 2022 |
3,712
shares
|
$259,134
0.07% of portfolio
|
Q4 2021
New holding
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Oct 11, 2024 Q3 2024 |
3,683
shares
|
$257,110
0.08% of portfolio
|
Q2 2024
Reduced 15.55%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
3,577
shares
|
$249,710
0.01% of portfolio
|
Q3 2024
Reduced 3.53%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Nov 04, 2024 Q3 2024 |
3,577
shares
|
$249,710
0.14% of portfolio
|
Q3 2024
Reduced 4.64%
|
|
|
Family Capital Trust CO
|
Oct 29, 2024 Q3 2024 |
3,550
shares
|
$247,825
0.09% of portfolio
|
Q1 2024
Reduced 97.97%
|
|
|
Wealth Advisors Of Iowa, LLC
|
Nov 12, 2024 Q3 2024 |
3,550
shares
|
$247,825
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
3,529
shares
|
$246,359
0.19% of portfolio
|
Q4 2022
New holding
|
|
|
First Citizens Financial Corp
|
Jan 03, 2025 Q4 2024 |
3,425
shares
|
$239,099
0.13% of portfolio
|
Q4 2024
Reduced 1.55%
|
|
|
Interactive Financial Advisors
Chicago, IL |
Oct 30, 2024 Q3 2024 |
3,409
shares
|
$237,982
0.14% of portfolio
|
Q3 2024
Reduced 8.97%
|
|
|
Legacy Financial Advisors, Inc.
|
Nov 13, 2024 Q3 2024 |
3,390
shares
|
$236,655
0.05% of portfolio
|
Q3 2024
Reduced 39.77%
|
|
|
Meridian Wealth Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
3,390
shares
|
$236,655
0.05% of portfolio
|
Q1 2023
Reduced 10.55%
|
|
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
Oct 22, 2024 Q3 2024 |
3,381
shares
|
$236,027
0.06% of portfolio
|
Q2 2024
Added 4.38%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
3,373
shares
|
$235,469
0.0% of portfolio
|
Q3 2024
Added 8.98%
|
|
|
Fulton Bank, N.A.
|
Jan 08, 2025 Q4 2024 |
3,305
shares
|
$230,722
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Chris Bulman Inc
Roseville, CA |
Oct 22, 2024 Q3 2024 |
3,281
shares
|
$229,046
0.17% of portfolio
|
Q3 2024
Reduced 3.61%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 24, 2024 Q3 2024 |
3,226
shares
|
$225,207
0.14% of portfolio
|
Q3 2024
Added 5.49%
|