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 |
|---|---|---|---|---|---|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
19,970
shares
|
$1.72 Million
0.06% of portfolio
|
Q3 2025
Reduced 0.29%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
19,709
shares
|
$1.7 Million
0.01% of portfolio
|
Q3 2025
Reduced 7.21%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Nov 05, 2025 Q3 2025 |
19,214
shares
|
$1.66 Million
0.24% of portfolio
|
Q3 2025
Added 0.59%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
19,092
shares
|
$1.65 Million
0.01% of portfolio
|
Q3 2025
Added 3.82%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
18,630
shares
|
$1.61 Million
0.27% of portfolio
|
Q2 2024
Reduced 89.82%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
18,535
shares
|
$1.6 Million
0.0% of portfolio
|
Q3 2025
Added 143.27%
|
|
|
Kathleen S. Wright Associates Inc.
|
Oct 10, 2025 Q3 2025 |
18,304
shares
|
$1.58 Million
0.61% of portfolio
|
Q3 2025
Reduced 0.72%
|
|
|
Shufro Rose & CO LLC
|
Nov 12, 2025 Q3 2025 |
18,230
shares
|
$1.57 Million
0.13% of portfolio
|
Q3 2025
Reduced 0.81%
|
|
|
Tpg Advisors LLC
Northfield, IL |
Nov 06, 2025 Q3 2025 |
18,169
shares
|
$1.57 Million
1.01% of portfolio
|
Q3 2025
Reduced 12.56%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
18,070
shares
|
$1.56 Million
0.25% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
17,854
shares
|
$1.54 Million
0.01% of portfolio
|
Q3 2025
Added 65.64%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Nov 10, 2025 Q3 2025 |
17,688
shares
|
$1.53 Million
0.03% of portfolio
|
Q3 2025
Reduced 1.82%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Oct 16, 2025 Q3 2025 |
17,394
shares
|
$1.5 Million
0.05% of portfolio
|
Q3 2025
Reduced 0.77%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
17,358
shares
|
$1.5 Million
0.01% of portfolio
|
Q3 2025
Added 19.64%
|
|
|
Roof Eidam & Maycock
|
Oct 27, 2025 Q3 2025 |
17,269
shares
|
$1.49 Million
0.37% of portfolio
|
Q1 2025
Reduced 2.76%
|
|
|
Bellwether Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
17,125
shares
|
$1.48 Million
0.25% of portfolio
|
Q3 2025
Added 0.5%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Oct 10, 2025 Q3 2025 |
16,950
shares
|
$1.46 Million
0.09% of portfolio
|
Q3 2025
Reduced 2.74%
|
|
|
Peterson Wealth Advisors, LLC
|
Oct 09, 2025 Q3 2025 |
16,847
shares
|
$1.45 Million
0.25% of portfolio
|
Q3 2025
Reduced 5.35%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
16,721
shares
|
$1.44 Million
0.0% of portfolio
|
Q3 2025
Added 21.53%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
16,562
shares
|
$1.43 Million
0.04% of portfolio
|
Q4 2023
Added 45.92%
|
|
|
Valley Forge Investment Consultants Inc Adv
|
Oct 17, 2025 Q3 2025 |
16,429
shares
|
$1.42 Million
0.41% of portfolio
|
Q2 2025
Added 19.69%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
16,378
shares
|
$1.41 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.87%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
16,004
shares
|
$1.38 Million
0.01% of portfolio
|
Q3 2025
Added 10.85%
|
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
15,883
shares
|
$1.37 Million
0.7% of portfolio
|
Q4 2023
New holding
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
15,814
shares
|
$1.36 Million
0.0% of portfolio
|
Q3 2025
Reduced 16.12%
|
|