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 37 Million shares, which have been reported (via 13F filing form) to have a value of $3.14 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
1,403
shares
|
$118,876
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 14, 2025 Q3 2025 |
1,340
shares
|
$113,538
0.04% of portfolio
|
Q3 2025
Added 3.47%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
1,326
shares
|
$112,351
0.01% of portfolio
|
Q2 2025
Added 64.72%
|
|
|
Paladin Advisory Group, LLC
|
Aug 06, 2025 Q2 2025 |
1,229
shares
|
$104,133
0.08% of portfolio
|
Q1 2025
Reduced 40.91%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 21, 2025 Q2 2025 |
1,212
shares
|
$102,692
0.04% of portfolio
|
Q4 2024
Added 5.39%
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
1,159
shares
|
$98,202
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2025 Q2 2025 |
1,154
shares
|
$97,778
0.07% of portfolio
|
Q2 2025
Reduced 3.59%
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
1,148
shares
|
$97,270
0.04% of portfolio
|
Q2 2025
Reduced 23.92%
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Jul 09, 2025 Q2 2025 |
1,147
shares
|
$97,185
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
1,118
shares
|
$94,728
0.0% of portfolio
|
Q3 2025
Added 171.36%
|
|
|
Sagard Holdings Management Inc.
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
1,050
shares
|
$88,966
0.25% of portfolio
|
Q2 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
1,022
shares
|
$86,594
0.0% of portfolio
|
Q1 2025
Added 0.89%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
995
shares
|
$84,306
0.01% of portfolio
|
Q2 2025
Reduced 96.11%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 27, 2025 Q3 2025 |
977
shares
|
$82,781
0.01% of portfolio
|
Q4 2024
Reduced 25.48%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
898
shares
|
$76,087
0.01% of portfolio
|
Q3 2025
Reduced 33.04%
|
|
|
Provident Wealth Management, LLC
|
Oct 16, 2025 Q3 2025 |
875
shares
|
$74,138
0.02% of portfolio
|
Q1 2025
Reduced 2.78%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
873
shares
|
$73,969
0.01% of portfolio
|
Q1 2024
Reduced 1.02%
|
|
|
Running Point Capital Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
847
shares
|
$71,766
0.02% of portfolio
|
Q3 2025
Added 7.9%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
828
shares
|
$70,156
0.03% of portfolio
|
Q4 2023
Added 1.22%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
746
shares
|
$63,208
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
673
shares
|
$57,023
0.0% of portfolio
|
Q2 2025
Added 3.54%
|
|
|
Webster Bank, N. A.
|
Oct 23, 2025 Q3 2025 |
650
shares
|
$55,074
0.01% of portfolio
|
Q3 2022
Reduced 18.75%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
623
shares
|
$52,786
0.0% of portfolio
|
Q2 2025
Reduced 35.24%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
580
shares
|
$49,143
0.0% of portfolio
|
Q1 2025
Added 98.63%
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
580
shares
|
$49,143
0.0% of portfolio
|
Q2 2025
New holding
|