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 |
|---|---|---|---|---|---|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
308,106
shares
|
$26.6 Million
0.03% of portfolio
|
Q3 2024
Reduced 3.95%
|
|
|
Alliancebernstein L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
298,110
shares
|
$25.7 Million
0.01% of portfolio
|
Q3 2025
Reduced 24.16%
|
|
|
Facet Wealth, Inc.
|
Oct 30, 2025 Q3 2025 |
284,023
shares
|
$24.5 Million
0.5% of portfolio
|
Q3 2025
Added 2.47%
|
|
|
Burt Wealth Advisors
|
Nov 05, 2025 Q3 2025 |
276,525
shares
|
$23.9 Million
5.88% of portfolio
|
Q3 2025
Reduced 0.94%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
238,682
shares
|
$20.6 Million
0.28% of portfolio
|
Q3 2025
Reduced 3.91%
|
|
|
Armbruster Capital Management, Inc.
|
Oct 20, 2025 Q3 2025 |
216,938
shares
|
$18.7 Million
3.15% of portfolio
|
Q3 2025
Added 2.66%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
205,502
shares
|
$17.7 Million
0.03% of portfolio
|
Q3 2025
Added 61.0%
|
|
|
Lester Murray Antman Dba Simply Rich
|
Oct 10, 2025 Q3 2025 |
190,104
shares
|
$16.4 Million
4.35% of portfolio
|
Q3 2025
Reduced 6.56%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
188,330
shares
|
$16.2 Million
0.03% of portfolio
|
Q3 2025
Added 7.23%
|
|
|
Portfolio Design Labs, LLC
Encino, CA |
Nov 12, 2025 Q3 2025 |
186,424
shares
|
$16.1 Million
2.72% of portfolio
|
Q3 2025
Reduced 65.79%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
174,216
shares
|
$15 Million
0.04% of portfolio
|
Q3 2025
Reduced 8.37%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
162,994
shares
|
$14.1 Million
0.01% of portfolio
|
Q3 2025
Added 16.55%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
157,205
shares
|
$13.6 Million
0.02% of portfolio
|
Q3 2025
Reduced 2.75%
|
|
|
Ledyard National Bank
|
Nov 05, 2025 Q3 2025 |
149,184
shares
|
$12.9 Million
1.17% of portfolio
|
Q3 2025
Reduced 0.38%
|
|
|
Anderson Hoagland & CO
|
Oct 14, 2025 Q3 2025 |
147,756
shares
|
$12.7 Million
1.15% of portfolio
|
Q3 2025
Added 0.71%
|
|
|
Symmetry Partners, LLC
|
Oct 15, 2025 Q3 2025 |
131,976
shares
|
$11.4 Million
1.23% of portfolio
|
Q3 2025
Added 12.32%
|
|
|
Ascent Group, LLC
|
Oct 20, 2025 Q3 2025 |
131,154
shares
|
$11.3 Million
0.42% of portfolio
|
Q3 2025
Reduced 69.44%
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
127,460
shares
|
$11 Million
4.64% of portfolio
|
Q2 2023
Reduced 5.4%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
127,280
shares
|
$11 Million
0.01% of portfolio
|
Q3 2025
Added 0.76%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
126,873
shares
|
$10.9 Million
0.01% of portfolio
|
Q3 2025
Reduced 5.47%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2025 Q3 2025 |
119,350
shares
|
$10.3 Million
0.76% of portfolio
|
Q3 2025
Added 1.83%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
119,045
shares
|
$10.3 Million
0.06% of portfolio
|
Q2 2025
Reduced 1.21%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
116,116
shares
|
$10 Million
0.16% of portfolio
|
Q3 2025
Added 3.08%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
114,834
shares
|
$9.91 Million
0.01% of portfolio
|
Q3 2024
Reduced 5.12%
|
|
|
Magnus Financial Group LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
111,308
shares
|
$9.6 Million
0.82% of portfolio
|
Q3 2025
Added 0.79%
|
|