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 |
|---|---|---|---|---|---|
|
Facet Wealth, Inc.
|
May 07, 2025 Q1 2025 |
215,614
shares
|
$17.7 Million
0.44% of portfolio
|
Q1 2025
Added 10.19%
|
|
|
Lester Murray Antman Dba Simply Rich
|
May 09, 2025 Q1 2025 |
203,486
shares
|
$16.7 Million
4.59% of portfolio
|
Q1 2025
Added 0.76%
|
|
|
Armbruster Capital Management, Inc.
|
Apr 16, 2025 Q1 2025 |
202,647
shares
|
$16.7 Million
3.16% of portfolio
|
Q1 2025
Added 2.6%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
186,725
shares
|
$15.3 Million
0.03% of portfolio
|
Q1 2025
Reduced 5.65%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
184,172
shares
|
$15.1 Million
0.05% of portfolio
|
Q1 2025
Reduced 34.73%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
166,911
shares
|
$13.7 Million
0.02% of portfolio
|
Q1 2025
Reduced 3.76%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
159,132
shares
|
$13.1 Million
0.03% of portfolio
|
Q1 2025
Added 8.43%
|
|
|
Ledyard National Bank
|
Apr 22, 2025 Q1 2025 |
148,398
shares
|
$12.2 Million
1.17% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Wealth Advisors Of Iowa, LLC
|
May 12, 2025 Q1 2025 |
146,815
shares
|
$12.1 Million
4.92% of portfolio
|
Q1 2025
New holding
|
|
|
Anderson Hoagland & CO
|
Apr 09, 2025 Q1 2025 |
145,243
shares
|
$11.9 Million
1.23% of portfolio
|
Q1 2025
Added 6.53%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
142,174
shares
|
$11.7 Million
0.04% of portfolio
|
Q1 2025
Reduced 4.21%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
133,840
shares
|
$11 Million
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
133,315
shares
|
$11 Million
0.45% of portfolio
|
Q1 2025
New holding
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
127,460
shares
|
$10.5 Million
4.64% of portfolio
|
Q2 2023
Reduced 5.4%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
127,428
shares
|
$10.5 Million
0.01% of portfolio
|
Q1 2025
Added 28.05%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
May 08, 2025 Q1 2025 |
124,813
shares
|
$10.3 Million
0.84% of portfolio
|
Q1 2025
Added 8.57%
|
|
|
Elevation Capital Advisory, LLC
Bend, OR |
May 12, 2025 Q1 2025 |
124,515
shares
|
$10.2 Million
4.23% of portfolio
|
Q1 2025
New holding
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
120,497
shares
|
$9.9 Million
0.06% of portfolio
|
Q1 2025
Added 12.32%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
115,049
shares
|
$9.46 Million
0.31% of portfolio
|
Q1 2025
Reduced 12.25%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
114,928
shares
|
$9.45 Million
0.18% of portfolio
|
Q1 2025
Added 1.89%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
114,834
shares
|
$9.44 Million
0.01% of portfolio
|
Q3 2024
Reduced 5.12%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
112,574
shares
|
$9.25 Million
0.13% of portfolio
|
Q1 2025
Reduced 3.82%
|
|
|
Old Mission Capital LLC
|
May 15, 2025 Q1 2025 |
111,853
shares
|
$9.19 Million
0.03% of portfolio
|
Q1 2025
Added 308.97%
|
|
|
Symmetry Partners, LLC
|
Apr 23, 2025 Q1 2025 |
109,746
shares
|
$9.02 Million
1.19% of portfolio
|
Q1 2025
Added 1.31%
|
|
|
Magnus Financial Group LLC
New York, NY |
Apr 11, 2025 Q1 2025 |
107,684
shares
|
$8.85 Million
0.84% of portfolio
|
Q1 2025
Added 1.15%
|