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 |
|---|---|---|---|---|---|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
10,196
shares
|
$794,370
0.05% of portfolio
|
Q3 2024
Reduced 13.24%
|
|
|
Park National Corp
|
Oct 01, 2024 Q3 2024 |
10,194
shares
|
$794,214
0.03% of portfolio
|
Q3 2024
Added 1.44%
|
|
|
Lcnb Corp
Lebanon, OH |
Nov 12, 2024 Q3 2024 |
10,194
shares
|
$794,214
0.3% of portfolio
|
Q3 2024
Reduced 2.02%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 05, 2024 Q3 2024 |
10,158
shares
|
$791,409
0.0% of portfolio
|
Q3 2024
Reduced 12.99%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Oct 15, 2024 Q3 2024 |
10,102
shares
|
$787,046
0.11% of portfolio
|
Q4 2023
Added 4.33%
|
|
|
Keudell
|
Oct 31, 2024 Q3 2024 |
10,090
shares
|
$786,111
0.23% of portfolio
|
Q3 2024
Added 2.44%
|
|
|
Esl Trust Services, LLC
|
Nov 01, 2024 Q3 2024 |
10,072
shares
|
$784,709
0.19% of portfolio
|
Q1 2024
Reduced 1.71%
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Oct 15, 2024 Q3 2024 |
10,070
shares
|
$784,553
0.32% of portfolio
|
Q3 2024
Added 15.06%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
10,068
shares
|
$784,397
0.25% of portfolio
|
Q2 2022
Reduced 13.75%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
10,060
shares
|
$783,774
0.0% of portfolio
|
Q3 2024
Reduced 0.52%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
10,048
shares
|
$782,839
0.12% of portfolio
|
Q3 2024
Reduced 4.09%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 21, 2024 Q3 2024 |
10,038
shares
|
$782,060
0.06% of portfolio
|
Q3 2024
Added 33.56%
|
|
|
Peterson Wealth Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
10,017
shares
|
$780,424
0.17% of portfolio
|
Q2 2024
Reduced 0.74%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Nov 04, 2024 Q3 2024 |
10,001
shares
|
$779,177
0.43% of portfolio
|
Q3 2024
Reduced 4.73%
|
|
|
Apeiron Ria LLC
|
Nov 14, 2024 Q3 2024 |
9,996
shares
|
$778,788
0.24% of portfolio
|
Q3 2024
Added 15.69%
|
|
|
Marietta Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
9,976
shares
|
$777,230
0.13% of portfolio
|
Q3 2024
Added 2.97%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
9,975
shares
|
$777,152
0.04% of portfolio
|
Q2 2022
Added 43.36%
|
|
|
Cypress Capital Group
|
Nov 08, 2024 Q3 2024 |
9,958
shares
|
$775,827
0.09% of portfolio
|
Q3 2024
Reduced 1.66%
|
|
|
Berkshire Bank
|
Oct 18, 2024 Q3 2024 |
9,905
shares
|
$771,698
0.2% of portfolio
|
Q3 2024
Reduced 2.39%
|
|
|
Deroy & Devereaux Private Investment Counsel Inc
|
Oct 28, 2024 Q3 2024 |
9,850
shares
|
$767,413
0.05% of portfolio
|
Q2 2023
Added 24.68%
|
|
|
Evoke Wealth, LLC
|
Nov 13, 2024 Q3 2024 |
9,831
shares
|
$765,933
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthgate Family Office, LLC
|
Nov 08, 2024 Q3 2024 |
9,801
shares
|
$763,595
2.28% of portfolio
|
Q2 2024
Added 0.19%
|
|
|
Baker Avenue Asset Management, LP
|
Nov 01, 2024 Q3 2024 |
9,797
shares
|
$763,284
0.02% of portfolio
|
Q3 2024
Added 1.97%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 05, 2024 Q3 2024 |
9,794
shares
|
$763,050
0.04% of portfolio
|
Q3 2024
Reduced 4.06%
|
|
|
Camden Capital, LLC
|
Nov 12, 2024 Q3 2024 |
9,791
shares
|
$762,816
0.09% of portfolio
|
Q2 2024
Added 1.06%
|