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 |
|---|---|---|---|---|---|
|
Callan Family Office, LLC
Radnor, PA |
Jul 24, 2025 Q2 2025 |
12,070
shares
|
$1.02 Million
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
11,849
shares
|
$1 Million
0.01% of portfolio
|
Q2 2025
Reduced 48.87%
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Oct 20, 2025 Q3 2025 |
11,700
shares
|
$991,341
0.42% of portfolio
|
Q3 2025
Reduced 0.47%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
11,631
shares
|
$985,494
0.01% of portfolio
|
Q2 2025
Added 5.02%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Sep 26, 2025 Q2 2025 |
11,525
shares
|
$976,513
0.0% of portfolio
|
Q2 2025
Reduced 5.27%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
11,378
shares
|
$964,057
0.02% of portfolio
|
Q3 2025
Reduced 9.68%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Aug 11, 2025 Q2 2025 |
11,123
shares
|
$942,451
0.08% of portfolio
|
Q2 2025
Reduced 6.04%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
10,969
shares
|
$929,403
0.03% of portfolio
|
Q2 2025
Added 13.7%
|
|
|
Investment Partners, Ltd.
|
Aug 08, 2025 Q2 2025 |
10,946
shares
|
$927,454
0.35% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
10,834
shares
|
$917,964
0.14% of portfolio
|
Q2 2025
Added 1.93%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Oct 20, 2025 Q3 2025 |
10,799
shares
|
$914,999
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
10,779
shares
|
$913,304
0.01% of portfolio
|
Q2 2025
Added 19.01%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
10,664
shares
|
$903,560
0.01% of portfolio
|
Q3 2025
Reduced 23.04%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
10,504
shares
|
$890,003
0.26% of portfolio
|
Q2 2022
Added 1.2%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
10,487
shares
|
$888,563
0.03% of portfolio
|
Q3 2025
Added 33.59%
|
|
|
Fiduciary Trust CO
Boston, MA |
Aug 13, 2025 Q2 2025 |
10,219
shares
|
$865,855
0.01% of portfolio
|
Q4 2024
Reduced 6.84%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
10,213
shares
|
$865,347
0.02% of portfolio
|
Q2 2025
Added 13163.64%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Oct 07, 2025 Q3 2025 |
10,128
shares
|
$858,145
0.24% of portfolio
|
Q3 2025
Added 4.91%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
9,975
shares
|
$845,181
0.01% of portfolio
|
Q3 2025
Reduced 4.82%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Aug 11, 2025 Q2 2025 |
9,950
shares
|
$843,063
0.11% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
9,861
shares
|
$835,522
0.03% of portfolio
|
Q2 2025
Added 20.51%
|
|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
9,808
shares
|
$831,031
0.03% of portfolio
|
Q2 2025
Added 4.7%
|
|
|
Tompkins Financial Corp
|
Oct 08, 2025 Q3 2025 |
9,668
shares
|
$819,169
0.07% of portfolio
|
Q3 2025
Reduced 11.77%
|
|
|
Sky Mountain Capital Management, Inc.
Ketchum, ID |
May 02, 2025 Q1 2025 |
9,665
shares
|
$818,915
0.64% of portfolio
|
Q1 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
9,566
shares
|
$810,527
0.02% of portfolio
|
Q3 2025
Added 6.91%
|