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 580 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 |
|---|---|---|---|---|---|
|
Sensible Money, LLC
Scottsdale, AZ |
Nov 13, 2025 Q3 2025 |
2,382
shares
|
$205,471
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Oct 29, 2025 Q3 2025 |
2,365
shares
|
$204,004
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jan 07, 2026 Q4 2025 |
2,325
shares
|
$200,554
0.0% of portfolio
|
Q4 2025
Reduced 1.44%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 14, 2025 Q3 2025 |
2,245
shares
|
$193,653
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Boreal Capital Management LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
2,220
shares
|
$191,497
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Sym Financial Corp
|
Nov 03, 2025 Q3 2025 |
2,112
shares
|
$182,181
0.02% of portfolio
|
Q3 2025
Reduced 8.41%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
2,069
shares
|
$178,471
0.0% of portfolio
|
Q3 2025
Reduced 2.73%
|
|
|
Strengthening Families & Communities, LLC
|
Nov 04, 2025 Q3 2025 |
1,941
shares
|
$167,430
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
1,917
shares
|
$165,360
0.02% of portfolio
|
Q2 2025
Reduced 0.62%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
1,855
shares
|
$160,012
0.0% of portfolio
|
Q3 2025
Added 3.52%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
1,735
shares
|
$149,661
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
1,680
shares
|
$144,916
0.08% of portfolio
|
Q2 2020
Added 42.98%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
1,665
shares
|
$143,622
0.0% of portfolio
|
Q3 2025
Added 62.92%
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
1,634
shares
|
$140,948
0.0% of portfolio
|
Q4 2024
Reduced 10.66%
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
1,608
shares
|
$138,706
0.03% of portfolio
|
Q2 2025
Reduced 4.11%
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
1,577
shares
|
$136,032
0.01% of portfolio
|
Q3 2025
Reduced 1.81%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 04, 2025 Q3 2025 |
1,474
shares
|
$127,147
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
1,442
shares
|
$124,386
0.01% of portfolio
|
Q3 2025
Reduced 37.82%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
1,403
shares
|
$121,022
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
1,385
shares
|
$119,470
0.01% of portfolio
|
Q3 2025
Reduced 5.33%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 14, 2025 Q3 2025 |
1,340
shares
|
$115,588
0.04% of portfolio
|
Q3 2025
Added 3.47%
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
1,327
shares
|
$114,467
0.01% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Paladin Advisory Group, LLC
|
Nov 05, 2025 Q3 2025 |
1,229
shares
|
$106,013
0.08% of portfolio
|
Q1 2025
Reduced 40.91%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 31, 2025 Q3 2025 |
1,212
shares
|
$104,547
0.04% of portfolio
|
Q4 2024
Added 5.39%
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
1,159
shares
|
$99,975
0.0% of portfolio
|
Q1 2025
New holding
|
|