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 575 institutions that hold shares in the stock, with a total of 37.5 Million shares, which have been reported (via 13F filing form) to have a value of $3.15 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jul 09, 2025 Q2 2025 |
6,313
shares
|
$531,302
0.04% of portfolio
|
Q2 2025
Reduced 10.93%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
6,288
shares
|
$529,198
0.0% of portfolio
|
Q2 2025
Added 2.66%
|
|
|
Creekside Partners
Petaluma, CA |
Jul 28, 2025 Q2 2025 |
6,224
shares
|
$523,811
0.25% of portfolio
|
Q2 2025
Added 1.6%
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
6,189
shares
|
$520,866
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Blue Barn Wealth, LLC
|
Aug 05, 2025 Q2 2025 |
6,125
shares
|
$515,480
0.24% of portfolio
|
Q2 2025
Reduced 1.73%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Aug 13, 2025 Q2 2025 |
6,110
shares
|
$514,217
0.2% of portfolio
|
Q2 2025
Reduced 0.59%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
6,077
shares
|
$511,440
0.12% of portfolio
|
Q4 2024
Reduced 7.55%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
6,067
shares
|
$510,598
0.02% of portfolio
|
Q2 2025
Reduced 21.88%
|
|
|
Citizens National Bank Trust Department
|
Jul 23, 2025 Q2 2025 |
6,059
shares
|
$509,925
0.1% of portfolio
|
Q2 2025
Reduced 2.42%
|
|
|
Keystone Financial Group
|
Aug 13, 2025 Q2 2025 |
5,986
shares
|
$503,781
0.05% of portfolio
|
Q2 2025
Added 13.24%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jul 24, 2025 Q2 2025 |
5,884
shares
|
$495,197
0.33% of portfolio
|
Q2 2025
Added 81.05%
|
|
|
Sage Mountain Advisors LLC
|
Jul 31, 2025 Q2 2025 |
5,854
shares
|
$492,672
0.03% of portfolio
|
Q2 2025
Reduced 27.81%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
5,800
shares
|
$488,128
0.1% of portfolio
|
Q2 2020
Reduced 1.69%
|
|
|
Aries Wealth Management
|
Jul 28, 2025 Q2 2025 |
5,776
shares
|
$486,108
0.13% of portfolio
|
Q2 2025
Reduced 69.18%
|
|
|
Ellis Investment Partners, LLC
|
Jul 25, 2025 Q2 2025 |
5,754
shares
|
$484,256
0.1% of portfolio
|
Q2 2025
Added 87.61%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Jul 07, 2025 Q2 2025 |
5,737
shares
|
$482,825
0.07% of portfolio
|
Q2 2025
Added 0.74%
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
5,665
shares
|
$476,766
0.15% of portfolio
|
Q1 2023
Added 34.4%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Jul 25, 2025 Q2 2025 |
5,636
shares
|
$474,325
0.0% of portfolio
|
Q2 2025
Added 10.6%
|
|
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
Aug 14, 2025 Q2 2025 |
5,493
shares
|
$462,290
0.39% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
5,463
shares
|
$459,766
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Sovereign Investment Advisors, LLC
|
Jul 21, 2025 Q2 2025 |
5,430
shares
|
$456,988
0.14% of portfolio
|
Q4 2021
Reduced 83.57%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
5,396
shares
|
$454,127
0.01% of portfolio
|
Q2 2025
Reduced 11.06%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Aug 13, 2025 Q2 2025 |
5,395
shares
|
$454,043
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Advisory Service, Inc.
|
Aug 14, 2025 Q2 2025 |
5,328
shares
|
$448,404
0.04% of portfolio
|
Q2 2025
Added 1.08%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
5,271
shares
|
$443,607
0.01% of portfolio
|
Q2 2025
Added 89.54%
|