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 |
|---|---|---|---|---|---|
|
Jmg Financial Group, Ltd.
|
Aug 12, 2025 Q2 2025 |
5,231
shares
|
$440,240
0.01% of portfolio
|
Q1 2024
Added 0.27%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
5,229
shares
|
$440,072
0.0% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Joel Isaacson & Co., LLC
|
Jul 23, 2025 Q2 2025 |
5,120
shares
|
$430,899
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Horizon Family Wealth, Inc.
|
Aug 08, 2025 Q2 2025 |
5,087
shares
|
$428,121
0.28% of portfolio
|
Q2 2025
New holding
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
4,986
shares
|
$419,621
0.02% of portfolio
|
Q2 2022
Added 1.4%
|
|
|
Cowa, LLC
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
4,978
shares
|
$418,948
0.16% of portfolio
|
Q2 2025
Added 7.49%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
4,971
shares
|
$418,359
0.04% of portfolio
|
Q2 2025
Reduced 2.82%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Aug 13, 2025 Q2 2025 |
4,920
shares
|
$414,067
0.07% of portfolio
|
Q2 2025
Reduced 2.3%
|
|
|
K2 Financial Inc.
Glendora, CA |
Jul 17, 2025 Q2 2025 |
4,888
shares
|
$411,374
0.35% of portfolio
|
Q2 2025
Added 4.36%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jul 29, 2025 Q2 2025 |
4,870
shares
|
$409,859
0.12% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
4,828
shares
|
$406,324
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
4,771
shares
|
$401,527
0.02% of portfolio
|
Q2 2025
Reduced 86.78%
|
|
|
Forum Private Client Group LLC
|
Aug 12, 2025 Q2 2025 |
4,665
shares
|
$392,606
0.15% of portfolio
|
Q2 2025
Reduced 9.38%
|
|
|
Wbh Advisory Inc
|
Jul 29, 2025 Q2 2025 |
4,652
shares
|
$391,512
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Landaas & CO
Milwaukee, WI |
Aug 11, 2025 Q2 2025 |
4,650
shares
|
$391,344
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
4,616
shares
|
$388,482
0.03% of portfolio
|
Q1 2025
Added 15.51%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Jul 29, 2025 Q2 2025 |
4,596
shares
|
$386,799
0.05% of portfolio
|
Q2 2025
Reduced 12.47%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
4,585
shares
|
$385,873
0.11% of portfolio
|
Q4 2022
Reduced 1.44%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Aug 06, 2025 Q2 2025 |
4,526
shares
|
$380,908
0.09% of portfolio
|
Q2 2025
Added 1.78%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
4,506
shares
|
$379,224
0.12% of portfolio
|
Q1 2024
Reduced 10.61%
|
|
|
Peak Financial Management, Inc.
|
Jul 23, 2025 Q2 2025 |
4,470
shares
|
$376,195
0.11% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Amg National Trust Bank
|
Aug 04, 2025 Q2 2025 |
4,469
shares
|
$376,111
0.01% of portfolio
|
Q2 2025
Added 1.02%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 12, 2025 Q2 2025 |
4,463
shares
|
$375,606
0.02% of portfolio
|
Q2 2025
Added 1.27%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
4,459
shares
|
$375,269
0.0% of portfolio
|
Q3 2022
Reduced 4.99%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
4,440
shares
|
$373,670
0.01% of portfolio
|
Q3 2024
New holding
|