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 |
|---|---|---|---|---|---|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
65,073
shares
|
$4.69 Million
0.03% of portfolio
|
Q3 2024
Added 10.12%
|
|
|
Symmetry Partners, LLC
|
Oct 29, 2024 Q3 2024 |
64,303
shares
|
$4.63 Million
1.17% of portfolio
|
Q3 2024
Reduced 75.91%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
63,857
shares
|
$4.6 Million
0.11% of portfolio
|
Q3 2024
Added 15.49%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
61,078
shares
|
$4.4 Million
0.31% of portfolio
|
Q3 2023
New holding
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
60,847
shares
|
$4.38 Million
0.04% of portfolio
|
Q3 2024
Added 436.95%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
58,571
shares
|
$4.22 Million
0.06% of portfolio
|
Q3 2024
Reduced 3.26%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
58,251
shares
|
$4.2 Million
0.88% of portfolio
|
Q4 2022
Reduced 31.25%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
58,131
shares
|
$4.19 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.12%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
54,259
shares
|
$3.91 Million
0.04% of portfolio
|
Q3 2024
Reduced 2.15%
|
|
|
Trust CO Of Virginia
|
Oct 24, 2024 Q3 2024 |
54,108
shares
|
$3.9 Million
0.37% of portfolio
|
Q3 2024
Added 4.04%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
53,320
shares
|
$3.84 Million
0.01% of portfolio
|
Q3 2023
Added 0.13%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
52,740
shares
|
$3.8 Million
0.54% of portfolio
|
Q2 2023
Reduced 11.02%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Sep 20, 2024 Q2 2024 |
51,526
shares
|
$3.71 Million
0.37% of portfolio
|
Q2 2024
Added 8.93%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
51,489
shares
|
$3.71 Million
0.01% of portfolio
|
Q3 2024
Added 3.7%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
50,024
shares
|
$3.6 Million
0.39% of portfolio
|
Q2 2023
Added 0.56%
|
|
|
Corsicana & Co.
|
Oct 14, 2022 Q3 2022 |
48,487
shares
|
$3.49 Million
2.33% of portfolio
|
Q2 2022
Reduced 7.96%
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
48,055
shares
|
$3.46 Million
0.08% of portfolio
|
Q3 2024
Reduced 6.23%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
47,444
shares
|
$3.42 Million
0.01% of portfolio
|
Q3 2024
Added 12.6%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
46,828
shares
|
$3.37 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.95%
|
|
|
Uma Financial Services, Inc.
|
Oct 16, 2024 Q3 2024 |
45,686
shares
|
$3.29 Million
0.64% of portfolio
|
Q3 2024
Reduced 10.14%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Nov 14, 2024 Q3 2024 |
45,412
shares
|
$3.27 Million
0.76% of portfolio
|
Q3 2024
Reduced 1.06%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Nov 13, 2024 Q3 2024 |
44,517
shares
|
$3.21 Million
1.54% of portfolio
|
Q3 2024
Reduced 3.8%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
43,720
shares
|
$3.15 Million
0.02% of portfolio
|
Q3 2024
Reduced 6.01%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
43,447
shares
|
$3.13 Million
0.04% of portfolio
|
Q3 2024
Reduced 1.35%
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
40,925
shares
|
$2.95 Million
1.07% of portfolio
|
Q1 2023
Added 0.25%
|