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 509 institutions that hold shares in the stock, with a total of 54.9 Million shares, which have been reported (via 13F filing form) to have a value of $3.87 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
4,506
shares
|
$317,537
0.12% of portfolio
|
Q1 2024
Reduced 10.61%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Oct 22, 2024 Q3 2024 |
4,469
shares
|
$314,930
0.04% of portfolio
|
Q3 2024
Added 0.86%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
4,459
shares
|
$314,225
0.0% of portfolio
|
Q3 2022
Reduced 4.99%
|
|
|
Cowa, LLC
Tulsa, OK |
Nov 01, 2024 Q3 2024 |
4,451
shares
|
$313,661
0.16% of portfolio
|
Q3 2024
Added 4.75%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
4,449
shares
|
$313,521
0.02% of portfolio
|
Q3 2024
Reduced 2.65%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2024 Q3 2024 |
4,444
shares
|
$313,168
0.02% of portfolio
|
Q2 2024
Added 12.25%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
4,443
shares
|
$313,098
0.02% of portfolio
|
Q3 2024
Added 0.84%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 25, 2024 Q3 2024 |
4,440
shares
|
$312,886
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Oct 22, 2024 Q3 2024 |
4,434
shares
|
$312,463
0.09% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Sage Capital Advisors,Llc
|
Oct 08, 2024 Q3 2024 |
4,413
shares
|
$310,984
0.09% of portfolio
|
Q2 2023
Reduced 3.1%
|
|
|
Amg National Trust Bank
|
Nov 07, 2024 Q3 2024 |
4,396
shares
|
$309,786
0.01% of portfolio
|
Q2 2024
Added 1.08%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Nov 01, 2024 Q3 2024 |
4,358
shares
|
$307,108
0.03% of portfolio
|
Q3 2024
Reduced 1.69%
|
|
|
Ackerman Capital Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
4,300
shares
|
$303,021
0.09% of portfolio
|
Q4 2019
New holding
|
|
|
Gds Wealth Management
|
Nov 04, 2024 Q3 2024 |
4,294
shares
|
$302,598
0.03% of portfolio
|
Q3 2024
Reduced 4.77%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
4,253
shares
|
$299,708
0.01% of portfolio
|
Q3 2024
Reduced 11.85%
|
|
|
Bond & Devick Financial Network, Inc.
|
Nov 04, 2024 Q3 2024 |
4,222
shares
|
$297,524
0.14% of portfolio
|
Q4 2023
Reduced 21.61%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Oct 30, 2024 Q3 2024 |
4,195
shares
|
$295,621
0.06% of portfolio
|
Q3 2024
Added 4.69%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
4,153
shares
|
$292,661
0.03% of portfolio
|
Q3 2024
Reduced 10.65%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
4,140
shares
|
$291,745
0.01% of portfolio
|
Q3 2024
Reduced 11.41%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 28, 2024 Q3 2024 |
4,138
shares
|
$291,604
0.06% of portfolio
|
Q3 2024
Reduced 3.52%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
4,134
shares
|
$291,322
0.01% of portfolio
|
Q3 2024
Reduced 7.83%
|
|
|
Nabity Jensen Investment Management Inc
Omaha, NE |
Nov 15, 2024 Q3 2024 |
4,053
shares
|
$285,614
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
4,001
shares
|
$281,950
0.01% of portfolio
|
Q3 2024
Added 8.34%
|
|
|
Pathway Financial Advisors LLC
|
Oct 08, 2024 Q3 2024 |
3,996
shares
|
$281,598
0.08% of portfolio
|
Q2 2024
Reduced 7.8%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Nov 13, 2024 Q3 2024 |
3,990
shares
|
$281,175
0.21% of portfolio
|
Q3 2024
Reduced 15.64%
|