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 542 institutions that hold shares in the stock, with a total of 34.9 Million shares, which have been reported (via 13F filing form) to have a value of $2.94 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
High Net Worth Advisory Group LLC
Naples, FL |
Apr 09, 2025 Q1 2025 |
3,361
shares
|
$276,274
0.08% of portfolio
|
Q1 2025
Reduced 8.74%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
May 14, 2025 Q1 2025 |
3,312
shares
|
$272,246
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fulton Bank, N.A.
|
Apr 09, 2025 Q1 2025 |
3,305
shares
|
$271,671
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
May 15, 2025 Q1 2025 |
3,303
shares
|
$271,506
0.17% of portfolio
|
Q1 2025
Reduced 16.29%
|
|
|
Gamma Investing LLC
Foster City, CA |
Apr 07, 2025 Q1 2025 |
3,273
shares
|
$269,040
0.0% of portfolio
|
Q1 2025
Reduced 98.72%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
3,259
shares
|
$267,889
0.01% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Apr 28, 2025 Q1 2025 |
3,258
shares
|
$267,807
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Richardson Financial Services Inc.
Medway, MA |
May 06, 2025 Q1 2025 |
3,250
shares
|
$267,150
0.19% of portfolio
|
Q1 2025
Added 17.46%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
3,248
shares
|
$266,985
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Bolthouse Investments, LLC
Bakersfield, CA |
Apr 29, 2025 Q1 2025 |
3,220
shares
|
$264,684
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Vanguard Group Inc
Valley Forge, PA |
May 09, 2025 Q1 2025 |
3,218
shares
|
$264,519
0.0% of portfolio
|
Q1 2025
Added 1.26%
|
|
|
Bristlecone Advisors, LLC
|
May 12, 2025 Q1 2025 |
3,215
shares
|
$264,273
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Commerce Bank
Kansas City, MO |
May 08, 2025 Q1 2025 |
3,193
shares
|
$262,464
0.0% of portfolio
|
Q1 2025
Reduced 0.75%
|
|
|
First Citizens Financial Corp
|
Apr 03, 2025 Q1 2025 |
3,143
shares
|
$258,354
0.14% of portfolio
|
Q1 2025
Reduced 8.23%
|
|
|
Brandywine Oak Private Wealth LLC
|
May 07, 2025 Q1 2025 |
3,120
shares
|
$256,464
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
3,097
shares
|
$254,573
0.01% of portfolio
|
Q1 2025
Added 35.83%
|
|
|
180 Wealth Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
3,076
shares
|
$252,847
0.04% of portfolio
|
Q1 2025
Reduced 0.65%
|
|
|
Ellis Investment Partners, LLC
|
Apr 22, 2025 Q1 2025 |
3,067
shares
|
$252,107
0.05% of portfolio
|
Q4 2024
Added 0.69%
|
|
|
Apeiron Ria LLC
|
May 29, 2025 Q1 2025 |
3,040
shares
|
$249,888
0.08% of portfolio
|
Q1 2025
Added 2.77%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
May 14, 2025 Q1 2025 |
3,016
shares
|
$247,915
0.17% of portfolio
|
Q4 2024
Reduced 1.15%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
3,015
shares
|
$247,833
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Baker Avenue Asset Management, LP
|
May 08, 2025 Q1 2025 |
3,007
shares
|
$247,175
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Summit X, LLC
Chesterfield, MO |
May 02, 2025 Q1 2025 |
3,004
shares
|
$246,928
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Independence Bank Of Kentucky
|
Apr 11, 2025 Q1 2025 |
3,000
shares
|
$246,600
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
2,998
shares
|
$246,435
0.02% of portfolio
|
Q3 2024
Reduced 11.67%
|