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 509 institutions that hold shares in the stock, with a total of 54.9 Million shares, which have been reported (via 13F filing form) to have a value of $3.87 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
40,089
shares
|
$2.83 Million
0.01% of portfolio
|
Q3 2024
Reduced 12.64%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Oct 10, 2024 Q3 2024 |
39,939
shares
|
$2.81 Million
1.05% of portfolio
|
Q3 2024
Added 2.35%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
39,497
shares
|
$2.78 Million
0.22% of portfolio
|
Q4 2022
Reduced 6.1%
|
|
|
Shore Point Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
38,847
shares
|
$2.74 Million
1.65% of portfolio
|
Q3 2024
Reduced 1.07%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Nov 14, 2024 Q3 2024 |
38,294
shares
|
$2.7 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
35,692
shares
|
$2.52 Million
0.0% of portfolio
|
Q3 2024
Added 276.66%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
35,559
shares
|
$2.51 Million
0.17% of portfolio
|
Q3 2024
Reduced 12.31%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
33,956
shares
|
$2.39 Million
0.84% of portfolio
|
Q2 2022
Reduced 8.07%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
33,685
shares
|
$2.37 Million
0.05% of portfolio
|
Q2 2024
Added 0.07%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
33,300
shares
|
$2.35 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
32,993
shares
|
$2.33 Million
0.01% of portfolio
|
Q3 2024
Reduced 50.13%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
32,930
shares
|
$2.32 Million
0.1% of portfolio
|
Q3 2024
Reduced 12.55%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Oct 31, 2024 Q3 2024 |
32,606
shares
|
$2.3 Million
0.19% of portfolio
|
Q3 2024
Added 4.47%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
31,136
shares
|
$2.19 Million
0.01% of portfolio
|
Q3 2024
Reduced 33.82%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
31,032
shares
|
$2.19 Million
0.1% of portfolio
|
Q3 2024
Reduced 7.03%
|
|
|
Brickley Wealth Management
|
Nov 04, 2024 Q3 2024 |
30,868
shares
|
$2.18 Million
0.48% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Prism Advisors, Inc.
|
Oct 15, 2024 Q3 2024 |
30,430
shares
|
$2.14 Million
0.67% of portfolio
|
Q3 2024
Reduced 0.8%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
29,891
shares
|
$2.11 Million
0.07% of portfolio
|
Q2 2020
Reduced 10.42%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 13, 2024 Q3 2024 |
29,643
shares
|
$2.09 Million
0.22% of portfolio
|
Q3 2024
Added 71.87%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
29,605
shares
|
$2.09 Million
0.02% of portfolio
|
Q3 2024
Reduced 7.31%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
28,093
shares
|
$1.98 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
27,391
shares
|
$1.93 Million
0.03% of portfolio
|
Q3 2024
Added 0.82%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
27,353
shares
|
$1.93 Million
0.08% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Tpg Advisors LLC
Northfield, IL |
Oct 28, 2024 Q3 2024 |
26,895
shares
|
$1.9 Million
1.61% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Monterey Private Wealth, Inc.
|
Oct 03, 2024 Q3 2024 |
26,737
shares
|
$1.88 Million
0.7% of portfolio
|
Q3 2024
Reduced -0.0%
|