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 |
|---|---|---|---|---|---|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 15, 2024 Q2 2024 |
2,562
shares
|
$184,540
0.02% of portfolio
|
Q2 2024
Added 1.07%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
2,476
shares
|
$178,346
0.0% of portfolio
|
Q3 2024
Reduced 9.0%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
2,455
shares
|
$176,833
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
2,419
shares
|
$174,240
0.01% of portfolio
|
Q4 2023
Added 1.55%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
2,393
shares
|
$172,367
0.0% of portfolio
|
Q2 2024
Reduced 86.45%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
2,318
shares
|
$166,965
0.03% of portfolio
|
Q3 2024
Reduced 1.32%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
2,290
shares
|
$164,948
0.01% of portfolio
|
Q2 2024
Added 184.12%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
2,280
shares
|
$164,228
0.0% of portfolio
|
Q2 2024
Reduced 24.08%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 13, 2024 Q3 2024 |
2,245
shares
|
$161,707
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Paladin Advisory Group, LLC
|
Nov 05, 2024 Q3 2024 |
2,080
shares
|
$149,822
0.12% of portfolio
|
Q1 2024
Reduced 22.82%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
2,052
shares
|
$147,805
0.01% of portfolio
|
Q3 2024
Reduced 11.86%
|
|
|
Sym Financial Corp
|
Nov 14, 2024 Q3 2024 |
1,991
shares
|
$143,411
0.02% of portfolio
|
Q1 2024
Reduced 0.3%
|
|
|
Strengthening Families & Communities, LLC
|
Nov 07, 2024 Q3 2024 |
1,941
shares
|
$139,810
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
1,865
shares
|
$134,335
0.0% of portfolio
|
Q3 2024
Added 157.6%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
1,856
shares
|
$133,687
0.0% of portfolio
|
Q3 2024
Added 6.42%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
1,829
shares
|
$131,742
0.0% of portfolio
|
Q3 2024
Added 11.93%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
1,735
shares
|
$124,972
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
1,680
shares
|
$121,010
0.08% of portfolio
|
Q2 2020
Added 42.98%
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
1,677
shares
|
$120,794
0.03% of portfolio
|
Q3 2024
Reduced 1.12%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
1,606
shares
|
$115,680
0.02% of portfolio
|
Q2 2024
Reduced 16.35%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 07, 2024 Q3 2024 |
1,474
shares
|
$106,172
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
1,401
shares
|
$100,914
0.0% of portfolio
|
Q3 2024
Reduced 1.34%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 04, 2024 Q3 2024 |
1,324
shares
|
$95,367
0.04% of portfolio
|
Q2 2024
Added 2.0%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
1,311
shares
|
$94,431
0.01% of portfolio
|
Q3 2024
Reduced 7.48%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
1,296
shares
|
$93,350
0.01% of portfolio
|
Q3 2024
Added 2.94%
|