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 $3.95 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bison Wealth, LLC
|
Nov 05, 2024 Q3 2024 |
6,853
shares
|
$493,621
0.09% of portfolio
|
Q3 2024
Reduced 12.46%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
6,671
shares
|
$480,512
0.02% of portfolio
|
Q3 2024
Reduced 16.24%
|
|
|
Apcm Wealth Management For Individuals
|
Nov 04, 2024 Q3 2024 |
6,636
shares
|
$477,991
0.08% of portfolio
|
Q3 2024
Reduced 25.95%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Oct 07, 2024 Q3 2024 |
6,621
shares
|
$476,910
0.07% of portfolio
|
Q3 2024
Added 4.25%
|
|
|
Evanson Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
6,594
shares
|
$474,965
0.04% of portfolio
|
Q3 2024
Added 0.9%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
6,573
shares
|
$473,453
0.12% of portfolio
|
Q1 2024
Reduced 10.35%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Oct 25, 2024 Q3 2024 |
6,479
shares
|
$466,682
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Oct 30, 2024 Q3 2024 |
6,470
shares
|
$466,034
0.26% of portfolio
|
Q3 2024
Reduced 2.57%
|
|
|
Citizens National Bank Trust Department
|
Oct 29, 2024 Q3 2024 |
6,464
shares
|
$465,601
0.1% of portfolio
|
Q3 2024
Reduced 5.0%
|
|
|
Squarepoint Ops LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
6,425
shares
|
$462,792
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Forum Private Client Group LLC
|
Nov 12, 2024 Q3 2024 |
6,345
shares
|
$457,030
0.22% of portfolio
|
Q3 2024
Reduced 13.46%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
6,331
shares
|
$456,021
0.01% of portfolio
|
Q3 2024
Reduced 11.9%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
6,330
shares
|
$455,949
0.0% of portfolio
|
Q3 2024
Added 46.56%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 12, 2024 Q3 2024 |
6,323
shares
|
$455,445
0.0% of portfolio
|
Q3 2024
Reduced 9.18%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
6,322
shares
|
$455,373
0.01% of portfolio
|
Q3 2024
Reduced 16.78%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
6,103
shares
|
$439,599
0.0% of portfolio
|
Q3 2024
Reduced 90.96%
|
|
|
Creekside Partners
Petaluma, CA |
Nov 08, 2024 Q3 2024 |
6,064
shares
|
$436,789
0.24% of portfolio
|
Q2 2024
New holding
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Nov 14, 2024 Q3 2024 |
6,054
shares
|
$436,069
0.27% of portfolio
|
Q3 2024
Reduced 59.15%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
6,017
shares
|
$433,404
0.01% of portfolio
|
Q3 2024
Reduced 8.92%
|
|
|
Bcgm Wealth Management, LLC
|
Nov 06, 2024 Q3 2024 |
5,887
shares
|
$424,040
0.16% of portfolio
|
Q3 2024
Reduced 0.84%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2024 Q3 2024 |
5,854
shares
|
$421,663
0.04% of portfolio
|
Q1 2024
Added 56.11%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
5,800
shares
|
$417,774
0.1% of portfolio
|
Q2 2020
Reduced 1.69%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 09, 2024 Q3 2024 |
5,665
shares
|
$408,049
0.12% of portfolio
|
Q1 2023
Added 34.4%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
5,463
shares
|
$393,499
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Summit Global Investments
Bountiful, UT |
Oct 31, 2024 Q3 2024 |
5,462
shares
|
$393,427
0.03% of portfolio
|
Q3 2024
Added 18.3%
|