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 2,116 institutions that hold shares in the stock, with a total of 574 Million shares, which have been reported (via 13F filing form) to have a value of $44.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sterling Investment Advisors LLC
|
Oct 21, 2024 Q3 2024 |
42,726
shares
|
$3.33 Million
2.02% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
42,614
shares
|
$3.32 Million
0.54% of portfolio
|
Q1 2023
New holding
|
|
|
Hengehold Capital Management LLC
|
Oct 16, 2024 Q3 2024 |
42,024
shares
|
$3.27 Million
0.33% of portfolio
|
Q3 2024
Reduced 6.19%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
41,937
shares
|
$3.27 Million
1.09% of portfolio
|
Q2 2024
Reduced 1.54%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Oct 25, 2024 Q3 2024 |
41,892
shares
|
$3.26 Million
0.69% of portfolio
|
Q3 2024
Added 4.98%
|
|
|
Macroview Investment Management LLC
|
Oct 22, 2024 Q3 2024 |
41,873
shares
|
$3.26 Million
3.62% of portfolio
|
Q3 2024
Added 7.45%
|
|
|
Xml Financial, LLC
|
Nov 01, 2024 Q3 2024 |
41,740
shares
|
$3.25 Million
0.33% of portfolio
|
Q3 2024
Reduced 1.74%
|
|
|
Sheets Smith Wealth Management
|
Nov 01, 2024 Q3 2024 |
41,200
shares
|
$3.21 Million
0.43% of portfolio
|
Q4 2023
Added 0.64%
|
|
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
41,086
shares
|
$3.2 Million
0.02% of portfolio
|
Q3 2024
Added 6.52%
|
|
|
Bridgewater Advisors Inc.
|
Oct 31, 2024 Q3 2024 |
41,070
shares
|
$3.2 Million
0.36% of portfolio
|
Q3 2024
Reduced 0.67%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
41,060
shares
|
$3.2 Million
1.07% of portfolio
|
Q3 2022
Reduced 0.12%
|
|
|
Wealth Advisory Solutions, LLC
|
Oct 21, 2024 Q3 2024 |
41,051
shares
|
$3.2 Million
0.95% of portfolio
|
Q3 2024
Reduced 5.02%
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
40,874
shares
|
$3.18 Million
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
40,855
shares
|
$3.18 Million
0.08% of portfolio
|
Q3 2024
Added 4.61%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
40,784
shares
|
$3.18 Million
0.72% of portfolio
|
Q3 2024
Reduced 5.04%
|
|
|
Lane & Associates LLC
Moorestown, NJ |
Nov 12, 2024 Q3 2024 |
40,288
shares
|
$3.14 Million
1.83% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
40,027
shares
|
$3.12 Million
0.22% of portfolio
|
Q4 2022
Added 2.67%
|
|
|
Staley Capital Advisers Inc
|
Nov 08, 2024 Q3 2024 |
40,000
shares
|
$3.12 Million
0.15% of portfolio
|
Q1 2024
Reduced 13.04%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2024 Q3 2024 |
39,740
shares
|
$3.1 Million
0.29% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Rex Capital Advisors, LLC
Providence, RI |
Feb 13, 2023 Q4 2022 |
39,499
shares
|
$3.08 Million
1.7% of portfolio
|
Q4 2022
New holding
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 08, 2024 Q3 2024 |
39,430
shares
|
$3.07 Million
0.11% of portfolio
|
Q3 2024
Added 1.55%
|
|
|
Mount Yale Investment Advisors, LLC
|
Oct 23, 2024 Q3 2024 |
39,410
shares
|
$3.07 Million
0.32% of portfolio
|
Q3 2024
Added 1.23%
|
|
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
Nov 01, 2024 Q3 2024 |
39,380
shares
|
$3.07 Million
2.89% of portfolio
|
Q3 2024
Reduced 1.39%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
39,362
shares
|
$3.07 Million
0.23% of portfolio
|
Q3 2024
Added 2673.93%
|
|
|
Ltg Capital LLC
|
Nov 01, 2024 Q3 2024 |
39,287
shares
|
$3.06 Million
2.97% of portfolio
|
Q3 2024
Reduced 0.2%
|