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 |
|---|---|---|---|---|---|
|
Klingman & Associates, LLC
|
Jan 31, 2025 Q4 2024 |
24,903
shares
|
$2.01 Million
0.11% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Feb 11, 2025 Q4 2024 |
24,791
shares
|
$2 Million
0.16% of portfolio
|
Q4 2024
Reduced 0.43%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 23, 2025 Q4 2024 |
24,630
shares
|
$1.99 Million
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
24,530
shares
|
$1.98 Million
0.02% of portfolio
|
Q4 2024
Added 0.69%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
23,925
shares
|
$1.93 Million
0.13% of portfolio
|
Q3 2023
Reduced 3.36%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
23,782
shares
|
$1.92 Million
0.06% of portfolio
|
Q3 2022
Reduced 23.56%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
23,254
shares
|
$1.88 Million
0.01% of portfolio
|
Q4 2024
Reduced 8.32%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
23,099
shares
|
$1.87 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.94%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
22,782
shares
|
$1.84 Million
0.0% of portfolio
|
Q4 2024
Added 132.75%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Feb 14, 2025 Q4 2024 |
22,608
shares
|
$1.83 Million
0.13% of portfolio
|
Q4 2024
Reduced 5.08%
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
22,345
shares
|
$1.81 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tpg Advisors LLC
Northfield, IL |
Apr 24, 2025 Q1 2025 |
22,022
shares
|
$1.78 Million
1.35% of portfolio
|
Q1 2025
Reduced 18.07%
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
Feb 13, 2025 Q4 2024 |
21,968
shares
|
$1.77 Million
0.55% of portfolio
|
Q4 2024
Reduced 1.11%
|
|
|
Mc Naughton Wealth Management, LLC
|
Apr 09, 2025 Q1 2025 |
21,444
shares
|
$1.73 Million
0.84% of portfolio
|
Q1 2025
Reduced 79.05%
|
|
|
Fortune Financial Advisors, LLC
Overland Park, KS |
Jan 23, 2025 Q4 2024 |
21,078
shares
|
$1.7 Million
1.35% of portfolio
|
Q4 2024
Reduced 3.04%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
21,006
shares
|
$1.7 Million
0.26% of portfolio
|
Q1 2025
Reduced 0.47%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Apr 23, 2025 Q1 2025 |
20,830
shares
|
$1.68 Million
0.06% of portfolio
|
Q1 2025
Reduced 18.37%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
20,663
shares
|
$1.67 Million
0.06% of portfolio
|
Q4 2024
Reduced 9.87%
|
|
|
Signature Estate & Investment Advisors LLC
|
Feb 11, 2025 Q4 2024 |
20,612
shares
|
$1.67 Million
0.04% of portfolio
|
Q4 2024
Added 1.68%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
20,529
shares
|
$1.66 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Garrett Investment Advisors LLC
|
Apr 10, 2025 Q1 2025 |
20,013
shares
|
$1.62 Million
0.17% of portfolio
|
Q1 2025
Reduced 4.85%
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Apr 14, 2025 Q1 2025 |
20,008
shares
|
$1.62 Million
1.43% of portfolio
|
Q1 2025
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
19,380
shares
|
$1.57 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Apr 10, 2025 Q1 2025 |
19,348
shares
|
$1.56 Million
0.27% of portfolio
|
Q1 2025
Added 1.71%
|
|
|
Sawgrass Asset Management LLC
|
Apr 22, 2025 Q1 2025 |
18,814
shares
|
$1.52 Million
0.18% of portfolio
|
Q1 2025
Reduced 10.8%
|