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 |
|---|---|---|---|---|---|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
26,400
shares
|
$1.9 Million
0.06% of portfolio
|
Q3 2024
Reduced 41.87%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
25,025
shares
|
$1.8 Million
0.06% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
24,897
shares
|
$1.79 Million
0.21% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Klingman & Associates, LLC
|
Nov 01, 2024 Q3 2024 |
24,861
shares
|
$1.79 Million
0.12% of portfolio
|
Q3 2024
Reduced 1.44%
|
|
|
Archford Capital Strategies, LLC
|
Oct 15, 2024 Q3 2024 |
24,373
shares
|
$1.76 Million
0.27% of portfolio
|
Q3 2024
Reduced 11.95%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
24,362
shares
|
$1.75 Million
0.02% of portfolio
|
Q3 2024
Added 9.0%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
23,925
shares
|
$1.72 Million
0.13% of portfolio
|
Q3 2023
Reduced 3.36%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Nov 12, 2024 Q3 2024 |
23,817
shares
|
$1.72 Million
0.16% of portfolio
|
Q3 2024
Reduced 4.23%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
23,782
shares
|
$1.71 Million
0.06% of portfolio
|
Q3 2022
Reduced 23.56%
|
|
|
Peterson Wealth Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
23,332
shares
|
$1.68 Million
0.37% of portfolio
|
Q3 2024
Added 1.98%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
23,318
shares
|
$1.68 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.73%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
22,925
shares
|
$1.65 Million
0.09% of portfolio
|
Q3 2024
Reduced 1.07%
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
Nov 14, 2024 Q3 2024 |
22,214
shares
|
$1.6 Million
0.61% of portfolio
|
Q3 2024
Reduced 3.02%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
21,946
shares
|
$1.58 Million
0.14% of portfolio
|
Q3 2024
Added 7.3%
|
|
|
Fortune Financial Advisors, LLC
Overland Park, KS |
Oct 24, 2024 Q3 2024 |
21,738
shares
|
$1.57 Million
1.51% of portfolio
|
Q3 2024
Reduced 1.56%
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
21,674
shares
|
$1.56 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.72%
|
|
|
Sawgrass Asset Management LLC
|
Nov 06, 2024 Q3 2024 |
21,575
shares
|
$1.55 Million
0.17% of portfolio
|
Q4 2023
Reduced 3.76%
|
|
|
Cva Family Office, LLC
|
Oct 10, 2024 Q3 2024 |
21,480
shares
|
$1.55 Million
0.27% of portfolio
|
Q3 2024
Reduced 6.77%
|
|
|
Prostatis Group LLC
Hanover, MD |
Aug 14, 2023 Q2 2023 |
21,431
shares
|
$1.54 Million
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Garrett Investment Advisors LLC
|
Oct 17, 2024 Q3 2024 |
21,260
shares
|
$1.53 Million
0.18% of portfolio
|
Q3 2024
Added 2.58%
|
|
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
Oct 09, 2024 Q3 2024 |
20,626
shares
|
$1.49 Million
0.77% of portfolio
|
Q3 2024
Reduced 21.74%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
20,273
shares
|
$1.46 Million
0.11% of portfolio
|
Q3 2024
Reduced 12.12%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
20,272
shares
|
$1.46 Million
0.04% of portfolio
|
Q3 2024
Reduced 13.44%
|
|
|
Hb Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
19,889
shares
|
$1.43 Million
0.02% of portfolio
|
Q3 2024
Reduced 4.25%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Aug 09, 2024 Q2 2024 |
19,446
shares
|
$1.4 Million
0.05% of portfolio
|
Q2 2024
Reduced 3.18%
|