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 523 institutions that hold shares in the stock, with a total of 53.4 Million shares, which have been reported (via 13F filing form) to have a value of $4.31 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Armbruster Capital Management, Inc.
|
Apr 16, 2025 Q1 2025 |
202,647
shares
|
$16.4 Million
3.16% of portfolio
|
Q1 2025
Added 2.6%
|
|
Lester Murray Antman Dba Simply Rich
|
Jan 29, 2025 Q4 2024 |
201,949
shares
|
$16.3 Million
4.08% of portfolio
|
Q4 2024
Added 2.86%
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
197,917
shares
|
$16 Million
0.03% of portfolio
|
Q4 2024
Reduced 30.01%
|
|
Facet Wealth, Inc.
|
Feb 10, 2025 Q4 2024 |
195,680
shares
|
$15.8 Million
0.38% of portfolio
|
Q4 2024
Added 11.81%
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
184,172
shares
|
$14.9 Million
0.05% of portfolio
|
Q1 2025
Reduced 34.73%
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
173,441
shares
|
$14 Million
0.02% of portfolio
|
Q4 2024
Reduced 1.89%
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
148,428
shares
|
$12 Million
0.04% of portfolio
|
Q4 2024
Reduced 10.6%
|
|
Ledyard National Bank
|
Apr 22, 2025 Q1 2025 |
148,398
shares
|
$12 Million
1.17% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
146,756
shares
|
$11.9 Million
0.03% of portfolio
|
Q4 2024
Reduced 4.75%
|
|
Cutler Investment Counsel LLC
|
Jan 31, 2025 Q4 2024 |
145,829
shares
|
$11.8 Million
1.32% of portfolio
|
Q4 2024
Reduced 19.96%
|
|
Anderson Hoagland & CO
|
Apr 09, 2025 Q1 2025 |
145,243
shares
|
$11.7 Million
1.23% of portfolio
|
Q1 2025
Added 6.53%
|
|
Vaughan & CO Securities, Inc.
|
Jan 27, 2025 Q4 2024 |
139,229
shares
|
$11.2 Million
5.97% of portfolio
|
Q4 2024
Added 2.62%
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
127,460
shares
|
$10.3 Million
4.64% of portfolio
|
Q2 2023
Reduced 5.4%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
126,881
shares
|
$10.2 Million
0.02% of portfolio
|
Q4 2024
Reduced 4.93%
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
117,042
shares
|
$9.45 Million
0.12% of portfolio
|
Q4 2024
Reduced 2.22%
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Feb 10, 2025 Q4 2024 |
114,962
shares
|
$9.29 Million
0.71% of portfolio
|
Q4 2024
Reduced 4.83%
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
114,834
shares
|
$9.28 Million
0.01% of portfolio
|
Q3 2024
Reduced 5.12%
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
113,001
shares
|
$9.13 Million
0.0% of portfolio
|
Q4 2024
Added 10.48%
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
112,794
shares
|
$9.11 Million
0.18% of portfolio
|
Q4 2024
Reduced 5.41%
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
110,870
shares
|
$8.96 Million
0.03% of portfolio
|
Q4 2024
Added 4.47%
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
110,446
shares
|
$8.92 Million
0.28% of portfolio
|
Q4 2024
Added 0.2%
|
|
Symmetry Partners, LLC
|
Apr 23, 2025 Q1 2025 |
109,746
shares
|
$8.87 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
|
$8.7 Million
0.84% of portfolio
|
Q1 2025
Added 1.15%
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
107,280
shares
|
$8.67 Million
0.05% of portfolio
|
Q4 2024
Added 0.44%
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
102,027
shares
|
$8.24 Million
1.43% of portfolio
|
Q4 2024
Reduced 2.3%
|