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 542 institutions that hold shares in the stock, with a total of 35 Million shares, which have been reported (via 13F filing form) to have a value of $2.89 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Magnus Financial Group LLC
New York, NY |
Apr 11, 2025 Q1 2025 |
107,684
shares
|
$8.88 Million
0.84% of portfolio
|
Q1 2025
Added 1.15%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
107,143
shares
|
$8.83 Million
0.04% of portfolio
|
Q1 2025
Reduced 3.36%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
105,924
shares
|
$8.73 Million
0.01% of portfolio
|
Q1 2025
Added 7.45%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
101,618
shares
|
$8.38 Million
0.0% of portfolio
|
Q1 2025
Reduced 10.07%
|
|
|
Cutler Investment Counsel LLC
|
May 08, 2025 Q1 2025 |
100,534
shares
|
$8.29 Million
0.96% of portfolio
|
Q1 2025
Reduced 31.06%
|
|
|
Apella Capital, LLC
|
Apr 10, 2025 Q1 2025 |
100,408
shares
|
$8.28 Million
0.27% of portfolio
|
Q1 2025
Reduced 25.98%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
97,564
shares
|
$8.04 Million
0.02% of portfolio
|
Q1 2025
Reduced 23.11%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
97,357
shares
|
$8.03 Million
0.02% of portfolio
|
Q1 2025
Reduced 15.13%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
95,462
shares
|
$7.87 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.07%
|
|
|
Well Done, LLC
|
Apr 21, 2025 Q1 2025 |
93,537
shares
|
$7.71 Million
1.31% of portfolio
|
Q1 2025
Reduced 1.88%
|
|
|
Aspiriant, LLC
|
Apr 21, 2025 Q1 2025 |
86,685
shares
|
$7.15 Million
0.24% of portfolio
|
Q1 2025
Reduced 32.24%
|
|
|
Hightower 6 M Holding, LLC
|
Oct 25, 2022 Q3 2022 |
83,459
shares
|
$6.88 Million
0.43% of portfolio
|
Q3 2022
Added 3.7%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
82,699
shares
|
$6.82 Million
0.17% of portfolio
|
Q1 2024
Reduced 18.67%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
May 14, 2025 Q1 2025 |
82,486
shares
|
$6.8 Million
1.2% of portfolio
|
Q1 2025
Reduced 0.24%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
80,359
shares
|
$6.62 Million
0.01% of portfolio
|
Q1 2025
Added 2.62%
|
|
|
Yeomans Consulting Group, Inc.
Marietta, GA |
May 05, 2025 Q1 2025 |
80,103
shares
|
$6.6 Million
2.41% of portfolio
|
Q1 2025
Added 4.59%
|
|
|
Friedenthal Financial
|
Apr 21, 2025 Q1 2025 |
78,921
shares
|
$6.51 Million
4.22% of portfolio
|
Q1 2025
Reduced 18.22%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
May 12, 2025 Q1 2025 |
76,876
shares
|
$6.34 Million
0.45% of portfolio
|
Q1 2025
Reduced 1.64%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
76,036
shares
|
$6.27 Million
0.01% of portfolio
|
Q1 2025
Added 7.68%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
69,885
shares
|
$5.76 Million
0.03% of portfolio
|
Q1 2025
Added 0.75%
|
|
|
Estate Counselors, LLC
|
May 14, 2025 Q1 2025 |
62,786
shares
|
$5.18 Million
1.36% of portfolio
|
Q1 2025
Reduced 8.49%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
61,078
shares
|
$5.03 Million
0.31% of portfolio
|
Q3 2023
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
59,986
shares
|
$4.94 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.81%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
58,251
shares
|
$4.8 Million
0.88% of portfolio
|
Q4 2022
Reduced 31.25%
|
|
|
Adviser Investments LLC
|
May 13, 2025 Q1 2025 |
57,459
shares
|
$4.74 Million
0.06% of portfolio
|
Q1 2025
Reduced 10.12%
|