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 |
|---|---|---|---|---|---|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
19,432
shares
|
$1.37 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.57%
|
|
|
Aries Wealth Management
|
Oct 31, 2024 Q3 2024 |
19,414
shares
|
$1.37 Million
0.41% of portfolio
|
Q3 2024
Reduced 2.42%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
19,142
shares
|
$1.35 Million
0.27% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Oct 04, 2024 Q3 2024 |
19,030
shares
|
$1.34 Million
0.29% of portfolio
|
Q3 2024
Added 2.5%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
18,630
shares
|
$1.31 Million
0.27% of portfolio
|
Q2 2024
Reduced 89.82%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
18,280
shares
|
$1.29 Million
0.17% of portfolio
|
Q3 2024
Reduced 7.77%
|
|
|
Round Rock Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
18,228
shares
|
$1.28 Million
0.33% of portfolio
|
Q3 2024
Reduced 6.0%
|
|
|
Roof Eidam & Maycock
|
Oct 21, 2024 Q3 2024 |
17,759
shares
|
$1.25 Million
0.35% of portfolio
|
Q3 2024
Reduced 6.18%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Nov 22, 2024 Q3 2024 |
17,521
shares
|
$1.23 Million
0.04% of portfolio
|
Q3 2024
Reduced 9.9%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
17,469
shares
|
$1.23 Million
0.03% of portfolio
|
Q3 2024
Reduced 6.74%
|
|
|
Bellwether Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
17,175
shares
|
$1.21 Million
0.26% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
16,820
shares
|
$1.19 Million
0.02% of portfolio
|
Q3 2024
Reduced 3.08%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
16,562
shares
|
$1.17 Million
0.04% of portfolio
|
Q4 2023
Added 45.92%
|
|
|
Tacita Capital Inc
Toronto, A6 |
Nov 04, 2024 Q3 2024 |
16,550
shares
|
$1.17 Million
0.92% of portfolio
|
Q3 2024
Reduced 1.05%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
16,489
shares
|
$1.16 Million
0.03% of portfolio
|
Q3 2024
Added 5.62%
|
|
|
Investment Partners, Ltd.
|
Nov 04, 2024 Q3 2024 |
16,087
shares
|
$1.13 Million
0.52% of portfolio
|
Q2 2024
Added 0.5%
|
|
|
Foster Group, Inc.
|
Oct 07, 2024 Q3 2024 |
16,027
shares
|
$1.13 Million
0.05% of portfolio
|
Q3 2024
Added 1.42%
|
|
|
Kathleen S. Wright Associates Inc.
|
Oct 11, 2024 Q3 2024 |
15,991
shares
|
$1.13 Million
0.5% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
15,883
shares
|
$1.12 Million
0.7% of portfolio
|
Q4 2023
New holding
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Oct 07, 2024 Q3 2024 |
15,454
shares
|
$1.09 Million
0.1% of portfolio
|
Q3 2024
Reduced 47.56%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
15,259
shares
|
$1.08 Million
0.03% of portfolio
|
Q3 2024
Reduced 8.57%
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Oct 15, 2024 Q3 2024 |
14,862
shares
|
$1.05 Million
0.55% of portfolio
|
Q3 2024
Reduced 1.05%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
14,736
shares
|
$1.04 Million
0.07% of portfolio
|
Q3 2024
Reduced 2.96%
|
|
|
Shufro Rose & CO LLC
|
Nov 12, 2024 Q3 2024 |
14,505
shares
|
$1.02 Million
0.09% of portfolio
|
Q2 2024
Added 7.22%
|
|
|
Nikulski Financial, Inc.
|
Oct 28, 2024 Q3 2024 |
14,197
shares
|
$1 Million
0.33% of portfolio
|
Q3 2024
Reduced 20.36%
|