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 |
|---|---|---|---|---|---|
|
Apella Capital, LLC
|
Apr 10, 2025 Q1 2025 |
100,408
shares
|
$8.11 Million
0.27% of portfolio
|
Q1 2025
Reduced 25.98%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
99,518
shares
|
$8.04 Million
0.01% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
98,576
shares
|
$7.96 Million
0.01% of portfolio
|
Q4 2024
Added 12.46%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
97,477
shares
|
$7.87 Million
0.01% of portfolio
|
Q4 2024
Reduced 4.17%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
97,357
shares
|
$7.86 Million
0.02% of portfolio
|
Q1 2025
Reduced 15.13%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
94,745
shares
|
$7.65 Million
0.06% of portfolio
|
Q4 2024
Reduced 5.36%
|
|
|
Well Done, LLC
|
Apr 21, 2025 Q1 2025 |
93,537
shares
|
$7.56 Million
1.31% of portfolio
|
Q1 2025
Reduced 1.88%
|
|
|
Aspiriant, LLC
|
Apr 21, 2025 Q1 2025 |
86,685
shares
|
$7 Million
0.24% of portfolio
|
Q1 2025
Reduced 32.24%
|
|
|
Hightower 6 M Holding, LLC
|
Oct 25, 2022 Q3 2022 |
83,459
shares
|
$6.74 Million
0.43% of portfolio
|
Q3 2022
Added 3.7%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
82,699
shares
|
$6.68 Million
0.17% of portfolio
|
Q1 2024
Reduced 18.67%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
Feb 14, 2025 Q4 2024 |
82,682
shares
|
$6.68 Million
0.84% of portfolio
|
Q4 2024
Reduced 18.96%
|
|
|
Friedenthal Financial
|
Apr 21, 2025 Q1 2025 |
78,921
shares
|
$6.38 Million
4.22% of portfolio
|
Q1 2025
Reduced 18.22%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
78,307
shares
|
$6.33 Million
0.01% of portfolio
|
Q4 2024
Added 52.08%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Feb 13, 2025 Q4 2024 |
78,159
shares
|
$6.31 Million
0.41% of portfolio
|
Q4 2024
Reduced 3.87%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
77,432
shares
|
$6.25 Million
0.01% of portfolio
|
Q4 2024
Added 116.94%
|
|
|
Yeomans Consulting Group, Inc.
Marietta, GA |
Jan 17, 2025 Q4 2024 |
76,586
shares
|
$6.19 Million
2.03% of portfolio
|
Q4 2024
Reduced 31.93%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
70,614
shares
|
$5.7 Million
0.01% of portfolio
|
Q4 2024
Added 5.61%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
69,366
shares
|
$5.6 Million
0.03% of portfolio
|
Q4 2024
Added 4.0%
|
|
|
Estate Counselors, LLC
|
Feb 14, 2025 Q4 2024 |
68,609
shares
|
$5.54 Million
1.34% of portfolio
|
Q4 2024
Added 0.99%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
68,369
shares
|
$5.52 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
65,533
shares
|
$5.29 Million
0.05% of portfolio
|
Q4 2024
Reduced 1.73%
|
|
|
Adviser Investments LLC
|
Feb 12, 2025 Q4 2024 |
63,929
shares
|
$5.16 Million
0.06% of portfolio
|
Q4 2024
Reduced 3.22%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
61,574
shares
|
$4.97 Million
0.0% of portfolio
|
Q4 2024
Reduced 7.37%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
61,078
shares
|
$4.93 Million
0.31% of portfolio
|
Q3 2023
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
60,477
shares
|
$4.89 Million
0.03% of portfolio
|
Q4 2024
Reduced 7.06%
|