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 |
|---|---|---|---|---|---|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
254,504
shares
|
$18.3 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
205,077
shares
|
$14.8 Million
0.05% of portfolio
|
Q3 2024
Reduced 2.67%
|
|
|
Lester Murray Antman Dba Simply Rich
|
Oct 18, 2024 Q3 2024 |
196,340
shares
|
$14.1 Million
4.2% of portfolio
|
Q3 2024
Added 0.7%
|
|
|
Armbruster Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
194,011
shares
|
$14 Million
2.97% of portfolio
|
Q3 2024
Reduced 5.52%
|
|
|
Cutler Investment Counsel LLC
|
Nov 06, 2024 Q3 2024 |
182,187
shares
|
$13.1 Million
1.77% of portfolio
|
Q3 2024
Reduced 30.84%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
176,789
shares
|
$12.7 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.91%
|
|
|
Facet Wealth, Inc.
|
Nov 04, 2024 Q3 2024 |
175,019
shares
|
$12.6 Million
0.37% of portfolio
|
Q3 2024
Added 10.84%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
166,033
shares
|
$12 Million
0.05% of portfolio
|
Q3 2024
Added 12.66%
|
|
|
Apella Capital, LLC
|
Oct 03, 2024 Q3 2024 |
161,643
shares
|
$11.6 Million
0.52% of portfolio
|
Q3 2024
Added 1.62%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
158,784
shares
|
$11.4 Million
0.07% of portfolio
|
Q3 2024
Added 2.75%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
154,076
shares
|
$11.1 Million
0.04% of portfolio
|
Q3 2024
Reduced 1.42%
|
|
|
Ledyard National Bank
|
Oct 21, 2024 Q3 2024 |
139,930
shares
|
$10.1 Million
0.99% of portfolio
|
Q3 2024
Added 3.8%
|
|
|
Anderson Hoagland & CO
|
Oct 07, 2024 Q3 2024 |
135,889
shares
|
$9.79 Million
1.08% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Vaughan & CO Securities, Inc.
|
Oct 31, 2024 Q3 2024 |
135,670
shares
|
$9.77 Million
6.21% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
133,457
shares
|
$9.61 Million
0.02% of portfolio
|
Q3 2024
Reduced 3.9%
|
|
|
Aspiriant, LLC
|
Oct 17, 2024 Q3 2024 |
131,390
shares
|
$9.46 Million
0.39% of portfolio
|
Q3 2024
Reduced 1.34%
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
127,460
shares
|
$9.18 Million
4.64% of portfolio
|
Q2 2023
Reduced 5.4%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2024 Q3 2024 |
120,795
shares
|
$8.7 Million
0.74% of portfolio
|
Q3 2024
Added 5.12%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
119,699
shares
|
$8.62 Million
0.13% of portfolio
|
Q3 2024
Reduced 3.35%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
119,248
shares
|
$8.59 Million
0.22% of portfolio
|
Q3 2024
Reduced 9.05%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
114,834
shares
|
$8.27 Million
0.01% of portfolio
|
Q3 2024
Reduced 5.12%
|
|
|
Yeomans Consulting Group, Inc.
Marietta, GA |
Oct 24, 2024 Q3 2024 |
112,517
shares
|
$8.1 Million
3.23% of portfolio
|
Q3 2024
Added 47.24%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
110,227
shares
|
$7.94 Million
0.33% of portfolio
|
Q3 2024
Added 1.55%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
108,400
shares
|
$7.81 Million
0.02% of portfolio
|
Q3 2024
Reduced 10.77%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
106,814
shares
|
$7.69 Million
0.05% of portfolio
|
Q3 2024
Added 3.12%
|