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 576 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 |
|---|---|---|---|---|---|
|
Magnus Financial Group LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
110,435
shares
|
$9.36 Million
0.88% of portfolio
|
Q2 2025
Added 2.55%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
109,857
shares
|
$9.31 Million
0.04% of portfolio
|
Q2 2025
Added 2.53%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
105,213
shares
|
$8.91 Million
0.01% of portfolio
|
Q2 2025
Added 10.21%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
104,834
shares
|
$8.88 Million
0.24% of portfolio
|
Q3 2025
Reduced 4.71%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
101,618
shares
|
$8.61 Million
0.0% of portfolio
|
Q1 2025
Reduced 10.07%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
96,713
shares
|
$8.19 Million
0.11% of portfolio
|
Q2 2025
Reduced 14.09%
|
|
|
Cutler Investment Counsel LLC
|
Jul 28, 2025 Q2 2025 |
89,504
shares
|
$7.58 Million
0.86% of portfolio
|
Q2 2025
Reduced 10.97%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
88,300
shares
|
$7.48 Million
0.01% of portfolio
|
Q2 2025
Added 445.06%
|
|
|
Founders Financial Securities LLC
|
Oct 15, 2025 Q3 2025 |
85,629
shares
|
$7.26 Million
0.53% of portfolio
|
Q3 2025
Added 2.7%
|
|
|
Well Done, LLC
|
Jul 15, 2025 Q2 2025 |
85,104
shares
|
$7.21 Million
1.37% of portfolio
|
Q2 2025
Reduced 9.02%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
83,959
shares
|
$7.11 Million
0.01% of portfolio
|
Q2 2025
Reduced 13.76%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
83,656
shares
|
$7.09 Million
0.09% of portfolio
|
Q2 2025
Added 643407.69%
|
|
|
Hightower 6 M Holding, LLC
|
Oct 25, 2022 Q3 2022 |
83,459
shares
|
$7.07 Million
0.43% of portfolio
|
Q3 2022
Added 3.7%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
82,699
shares
|
$7.01 Million
0.17% of portfolio
|
Q1 2024
Reduced 18.67%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
May 14, 2025 Q1 2025 |
82,486
shares
|
$6.99 Million
1.2% of portfolio
|
Q1 2025
Reduced 0.24%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
82,285
shares
|
$6.97 Million
0.01% of portfolio
|
Q2 2025
Added 2.4%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
81,890
shares
|
$6.94 Million
0.01% of portfolio
|
Q2 2025
Added 7.7%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Aug 13, 2025 Q2 2025 |
81,383
shares
|
$6.9 Million
0.47% of portfolio
|
Q2 2025
Added 5.86%
|
|
|
Yeomans Consulting Group, Inc.
Marietta, GA |
Oct 15, 2025 Q3 2025 |
81,152
shares
|
$6.88 Million
2.39% of portfolio
|
Q3 2025
Reduced 0.39%
|
|
|
Aspiriant, LLC
|
Oct 24, 2025 Q3 2025 |
76,881
shares
|
$6.51 Million
0.2% of portfolio
|
Q3 2025
Reduced 2.32%
|
|
|
Merit Financial Group, LLC
|
Oct 20, 2025 Q3 2025 |
75,392
shares
|
$6.39 Million
0.07% of portfolio
|
Q3 2025
Reduced 2.39%
|
|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
72,826
shares
|
$6.17 Million
0.14% of portfolio
|
Q3 2025
Reduced 14.24%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
71,385
shares
|
$6.05 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
69,885
shares
|
$5.92 Million
0.03% of portfolio
|
Q1 2025
Added 0.75%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
68,988
shares
|
$5.85 Million
0.22% of portfolio
|
Q2 2025
New holding
|