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 |
|---|---|---|---|---|---|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Nov 18, 2025 Q3 2025 |
66,880
shares
|
$5.77 Million
1.27% of portfolio
|
Q3 2025
Added 4.34%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
66,583
shares
|
$5.74 Million
0.03% of portfolio
|
Q3 2025
Added 5.8%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
65,198
shares
|
$5.62 Million
0.1% of portfolio
|
Q3 2025
Added 11.61%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
62,898
shares
|
$5.43 Million
0.0% of portfolio
|
Q3 2025
Added 1.41%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
61,078
shares
|
$5.27 Million
0.31% of portfolio
|
Q3 2023
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 14, 2025 Q3 2025 |
60,798
shares
|
$5.24 Million
0.43% of portfolio
|
Q3 2025
Added 6.51%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2025 Q3 2025 |
59,646
shares
|
$5.15 Million
0.02% of portfolio
|
Q3 2025
Added 321.94%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
58,402
shares
|
$5.04 Million
0.11% of portfolio
|
Q3 2025
Reduced 1.59%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
58,251
shares
|
$5.02 Million
0.88% of portfolio
|
Q4 2022
Reduced 31.25%
|
|
|
Trust CO Of Virginia
|
Oct 23, 2025 Q3 2025 |
55,706
shares
|
$4.81 Million
0.4% of portfolio
|
Q3 2025
Added 2.93%
|
|
|
Adviser Investments LLC
|
Nov 10, 2025 Q3 2025 |
54,853
shares
|
$4.73 Million
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
53,320
shares
|
$4.6 Million
0.01% of portfolio
|
Q3 2023
Added 0.13%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
53,167
shares
|
$4.59 Million
0.05% of portfolio
|
Q2 2025
Reduced 2.97%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
52,740
shares
|
$4.55 Million
0.54% of portfolio
|
Q2 2023
Reduced 11.02%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
52,397
shares
|
$4.52 Million
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
52,022
shares
|
$4.49 Million
0.0% of portfolio
|
Q3 2025
Reduced 4.25%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
50,892
shares
|
$4.39 Million
0.01% of portfolio
|
Q3 2025
Added 16.11%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
50,024
shares
|
$4.32 Million
0.39% of portfolio
|
Q2 2023
Added 0.56%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Nov 06, 2025 Q3 2025 |
48,019
shares
|
$4.14 Million
0.41% of portfolio
|
Q3 2025
Reduced 1.4%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
43,986
shares
|
$3.79 Million
0.05% of portfolio
|
Q3 2025
Added 67.8%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
43,578
shares
|
$3.76 Million
0.02% of portfolio
|
Q3 2025
Added 5.99%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
42,802
shares
|
$3.69 Million
0.03% of portfolio
|
Q3 2025
Reduced 3.49%
|
|
|
Shore Point Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
42,357
shares
|
$3.65 Million
1.68% of portfolio
|
Q3 2025
Added 11.16%
|
|
|
Vestcor Inc
Fredericton, A3 |
Nov 13, 2025 Q3 2025 |
41,692
shares
|
$3.6 Million
0.11% of portfolio
|
Q3 2025
Reduced 33.96%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
41,663
shares
|
$3.59 Million
0.01% of portfolio
|
Q3 2025
Added 0.91%
|
|