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 |
|---|---|---|---|---|---|
|
Bristlecone Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
3,215
shares
|
$231,576
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Brandywine Oak Private Wealth LLC
|
Nov 07, 2024 Q3 2024 |
3,120
shares
|
$224,733
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
180 Wealth Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
3,106
shares
|
$223,725
0.04% of portfolio
|
Q3 2024
Reduced 9.68%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
3,085
shares
|
$222,212
0.01% of portfolio
|
Q3 2024
Reduced 15.13%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Nov 13, 2024 Q3 2024 |
3,051
shares
|
$219,763
0.17% of portfolio
|
Q3 2024
Reduced 3.94%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Oct 15, 2024 Q3 2024 |
3,048
shares
|
$219,547
0.02% of portfolio
|
Q3 2024
Reduced 15.68%
|
|
|
Ellis Investment Partners, LLC
|
Oct 24, 2024 Q3 2024 |
3,046
shares
|
$219,403
0.05% of portfolio
|
Q3 2024
Reduced 5.87%
|
|
|
Planning Directions Inc
|
Nov 07, 2024 Q3 2024 |
3,037
shares
|
$218,755
0.14% of portfolio
|
Q3 2024
Reduced 9.96%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 13, 2024 Q3 2024 |
3,037
shares
|
$218,755
0.0% of portfolio
|
Q3 2024
Reduced 1.59%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
3,015
shares
|
$217,170
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
2,998
shares
|
$215,945
0.02% of portfolio
|
Q3 2024
Reduced 11.67%
|
|
|
Veriti Management LLC
|
Oct 25, 2024 Q3 2024 |
2,993
shares
|
$215,585
0.01% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
2,935
shares
|
$211,408
0.03% of portfolio
|
Q3 2024
Reduced 49.83%
|
|
|
Apeiron Ria LLC
|
Nov 14, 2024 Q3 2024 |
2,930
shares
|
$211,047
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Pds Planning, Inc
|
Oct 29, 2024 Q3 2024 |
2,930
shares
|
$211,047
0.02% of portfolio
|
Q4 2023
Reduced 54.38%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Oct 16, 2024 Q3 2024 |
2,926
shares
|
$210,759
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Csenge Advisory Group
|
Nov 13, 2024 Q3 2024 |
2,851
shares
|
$205,357
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
2,811
shares
|
$202,476
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Nov 14, 2024 Q3 2024 |
2,767
shares
|
$199,307
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Nov 14, 2024 Q3 2024 |
2,755
shares
|
$198,442
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Veery Capital, LLC
|
Nov 06, 2024 Q3 2024 |
2,748
shares
|
$197,938
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Oct 21, 2024 Q3 2024 |
2,689
shares
|
$193,688
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Brighton Jones LLC
|
Oct 22, 2024 Q3 2024 |
2,668
shares
|
$192,176
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Oct 08, 2024 Q3 2024 |
2,630
shares
|
$189,438
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Blue Zone Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
2,618
shares
|
$188,574
0.07% of portfolio
|
Q3 2024
New holding
|