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 577 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 $3.13 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Burt Wealth Advisors
|
Jul 09, 2025 Q2 2025 |
279,158
shares
|
$23.7 Million
5.44% of portfolio
|
Q2 2025
Reduced 0.82%
|
|
|
Facet Wealth, Inc.
|
Aug 01, 2025 Q2 2025 |
277,165
shares
|
$23.5 Million
0.53% of portfolio
|
Q2 2025
Added 28.55%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
273,176
shares
|
$23.1 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
238,682
shares
|
$20.2 Million
0.28% of portfolio
|
Q3 2025
Reduced 3.91%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
235,123
shares
|
$19.9 Million
0.04% of portfolio
|
Q2 2025
Added 25.92%
|
|
|
Armbruster Capital Management, Inc.
|
Oct 20, 2025 Q3 2025 |
216,938
shares
|
$18.4 Million
3.15% of portfolio
|
Q3 2025
Added 2.66%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
190,130
shares
|
$16.1 Million
0.05% of portfolio
|
Q2 2025
Added 33.73%
|
|
|
Lester Murray Antman Dba Simply Rich
|
Oct 10, 2025 Q3 2025 |
190,104
shares
|
$16.1 Million
4.35% of portfolio
|
Q3 2025
Reduced 6.56%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
175,634
shares
|
$14.9 Million
0.03% of portfolio
|
Q2 2025
Added 10.37%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
161,653
shares
|
$13.7 Million
0.02% of portfolio
|
Q2 2025
Reduced 3.15%
|
|
|
Ledyard National Bank
|
Aug 04, 2025 Q2 2025 |
149,755
shares
|
$12.7 Million
1.22% of portfolio
|
Q2 2025
Added 0.91%
|
|
|
Anderson Hoagland & CO
|
Oct 14, 2025 Q3 2025 |
147,756
shares
|
$12.5 Million
1.15% of portfolio
|
Q3 2025
Added 0.71%
|
|
|
Wealth Advisors Of Iowa, LLC
|
May 12, 2025 Q1 2025 |
146,815
shares
|
$12.4 Million
4.92% of portfolio
|
Q1 2025
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
141,813
shares
|
$12 Million
0.0% of portfolio
|
Q2 2025
Added 1029.26%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
139,848
shares
|
$11.8 Million
0.01% of portfolio
|
Q2 2025
Added 45.42%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
134,221
shares
|
$11.4 Million
0.02% of portfolio
|
Q2 2025
Added 26.71%
|
|
|
Symmetry Partners, LLC
|
Oct 15, 2025 Q3 2025 |
131,976
shares
|
$11.2 Million
1.23% of portfolio
|
Q3 2025
Added 12.32%
|
|
|
Ascent Group, LLC
|
Oct 20, 2025 Q3 2025 |
131,154
shares
|
$11.1 Million
0.42% of portfolio
|
Q3 2025
Reduced 69.44%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
127,641
shares
|
$10.8 Million
0.02% of portfolio
|
Q2 2025
Added 10.32%
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
127,460
shares
|
$10.8 Million
4.64% of portfolio
|
Q2 2023
Reduced 5.4%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
126,323
shares
|
$10.7 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.87%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
119,045
shares
|
$10.1 Million
0.06% of portfolio
|
Q2 2025
Reduced 1.21%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Aug 08, 2025 Q2 2025 |
117,210
shares
|
$9.93 Million
0.79% of portfolio
|
Q2 2025
Reduced 6.09%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
114,834
shares
|
$9.73 Million
0.01% of portfolio
|
Q3 2024
Reduced 5.12%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
112,647
shares
|
$9.54 Million
0.18% of portfolio
|
Q2 2025
Reduced 1.98%
|