Institutional Ownership Ishares Tr Msci Eafe ETF (EFA)
This table provides information about the institutional ownership of Ishares Tr Msci Eafe ETF (EFA). We have compiled data on the 2,115 institutions that hold shares in the stock, with a total of 572 Million shares, which have been reported (via 13F filing form) to have a value of $44.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Regis Management CO LLC
|
Aug 05, 2024 Q2 2024 |
227,962
shares
|
$17.6 Million
5.39% of portfolio
|
Q1 2024
Added 0.26%
|
|
|
Pittenger & Anderson Inc
|
Oct 30, 2024 Q3 2024 |
227,164
shares
|
$17.5 Million
0.76% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Brighton Jones LLC
|
Oct 22, 2024 Q3 2024 |
224,558
shares
|
$17.3 Million
0.74% of portfolio
|
Q3 2024
Reduced 5.55%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
220,624
shares
|
$17 Million
5.41% of portfolio
|
Q4 2022
New holding
|
|
|
Reframe Wealth, LLC
Fairfax, VA |
Mar 30, 2023 Q4 2022 |
220,624
shares
|
$17 Million
5.57% of portfolio
|
Q4 2022
New holding
|
|
|
Rvw Wealth, LLC
|
Oct 15, 2024 Q3 2024 |
219,479
shares
|
$16.9 Million
1.8% of portfolio
|
Q3 2024
Reduced 1.81%
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
216,796
shares
|
$16.7 Million
0.03% of portfolio
|
Q3 2024
Reduced 65.87%
|
|
|
Personal Cfo Solutions, LLC
|
Nov 14, 2024 Q3 2024 |
216,610
shares
|
$16.7 Million
2.57% of portfolio
|
Q3 2024
Reduced 6.79%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
212,919
shares
|
$16.4 Million
0.17% of portfolio
|
Q3 2024
Added 7.94%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
212,781
shares
|
$16.4 Million
0.53% of portfolio
|
Q3 2024
Added 1056.98%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
211,839
shares
|
$16.3 Million
0.42% of portfolio
|
Q3 2024
Added 3.12%
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
Oct 31, 2024 Q3 2024 |
211,746
shares
|
$16.3 Million
5.54% of portfolio
|
Q3 2024
Added 1.68%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Oct 22, 2024 Q1 2024 |
210,633
shares
|
$16.3 Million
10.28% of portfolio
|
Q1 2024
Added 10.61%
|
|
|
Patton Fund Management, Inc.
|
Oct 16, 2024 Q3 2024 |
210,612
shares
|
$16.3 Million
3.66% of portfolio
|
Q3 2024
Reduced 3.24%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
209,929
shares
|
$16.2 Million
0.23% of portfolio
|
Q3 2024
Reduced 60.63%
|
|
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
208,921
shares
|
$16.1 Million
8.89% of portfolio
|
Q3 2024
Reduced 16.76%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
208,895
shares
|
$16.1 Million
0.2% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Oct 31, 2024 Q3 2024 |
208,859
shares
|
$16.1 Million
5.4% of portfolio
|
Q3 2024
Added 16.19%
|
|
|
Clear Creek Financial Management, LLC
|
Oct 29, 2024 Q3 2024 |
204,053
shares
|
$15.7 Million
2.0% of portfolio
|
Q3 2024
Added 504.71%
|
|
|
Quest Investment Management LLC
Lake Oswego, OR |
Nov 13, 2024 Q3 2024 |
201,029
shares
|
$15.5 Million
2.23% of portfolio
|
Q3 2024
Reduced 3.83%
|
|
|
Taikang Asset Management (Hong Kong) CO LTD
Hong Kong, K3 |
Nov 14, 2024 Q3 2024 |
200,155
shares
|
$15.4 Million
1.79% of portfolio
|
Q3 2024
Added 2.41%
|
|
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
Nov 13, 2023 Q3 2023 |
200,129
shares
|
$15.4 Million
22.05% of portfolio
|
Q3 2023
Reduced 2.65%
|
|
|
De Burlo Group Inc
Boston, MA |
Nov 12, 2024 Q3 2024 |
198,200
shares
|
$15.3 Million
2.05% of portfolio
|
Q3 2024
New holding
|
|
|
Allen Investment Management LLC
|
Nov 07, 2024 Q3 2024 |
196,810
shares
|
$15.2 Million
0.2% of portfolio
|
Q3 2024
Reduced 4.51%
|
|
|
Central Bank & Trust CO
|
Oct 30, 2024 Q3 2024 |
196,655
shares
|
$15.2 Million
2.32% of portfolio
|
Q3 2024
Reduced 0.3%
|