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 |
|---|---|---|---|---|---|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
639,861
shares
|
$49.4 Million
0.36% of portfolio
|
Q3 2024
Added 40.84%
|
|
|
Bontempo Ohly Capital Mgmt LLC
Bethesda, MD |
Nov 15, 2024 Q3 2024 |
636,366
shares
|
$49.1 Million
24.36% of portfolio
|
Q3 2024
Added 1.36%
|
|
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
Nov 14, 2024 Q3 2024 |
631,556
shares
|
$48.7 Million
0.04% of portfolio
|
Q3 2024
Added 35.43%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
631,412
shares
|
$48.7 Million
0.11% of portfolio
|
Q3 2024
Reduced 1.43%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
615,255
shares
|
$47.5 Million
1.44% of portfolio
|
Q3 2024
Reduced 0.72%
|
|
|
Bank Of Nova Scotia
|
Nov 13, 2024 Q3 2024 |
606,079
shares
|
$46.8 Million
0.11% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Alliancebernstein L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
589,033
shares
|
$45.4 Million
0.02% of portfolio
|
Q3 2024
Added 19.58%
|
|
|
Ht Partners LLC
|
Oct 23, 2024 Q3 2024 |
577,968
shares
|
$44.6 Million
17.11% of portfolio
|
Q3 2024
Reduced 5.86%
|
|
|
Waterway Wealth Management, LLC
The Woodlands, TX |
Oct 21, 2024 Q3 2024 |
577,002
shares
|
$44.5 Million
20.73% of portfolio
|
Q3 2024
Added 3.22%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Nov 08, 2024 Q3 2024 |
575,239
shares
|
$44.4 Million
3.64% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
572,592
shares
|
$44.2 Million
0.67% of portfolio
|
Q3 2024
Reduced 8.38%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
556,501
shares
|
$42.9 Million
0.6% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
555,386
shares
|
$42.9 Million
0.48% of portfolio
|
Q3 2024
Added 11.53%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
549,620
shares
|
$42.4 Million
0.67% of portfolio
|
Q3 2024
Added 0.85%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
549,553
shares
|
$42.4 Million
4.59% of portfolio
|
Q2 2023
Reduced 1.5%
|
|
|
Main Street Investment Advisors LLC
|
Nov 12, 2024 Q3 2024 |
546,475
shares
|
$42.2 Million
6.26% of portfolio
|
Q3 2024
Reduced 19.2%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
534,459
shares
|
$41.2 Million
0.38% of portfolio
|
Q3 2024
Added 4.07%
|
|
|
Scs Capital Management LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
525,750
shares
|
$40.6 Million
0.89% of portfolio
|
Q3 2024
Added 16.47%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
517,790
shares
|
$40 Million
0.8% of portfolio
|
Q3 2024
Reduced 1.13%
|
|
|
Fiducient Advisors LLC
|
Oct 25, 2024 Q3 2024 |
516,956
shares
|
$39.9 Million
5.0% of portfolio
|
Q3 2024
Reduced 4.34%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 14, 2024 Q3 2024 |
515,716
shares
|
$39.8 Million
0.46% of portfolio
|
Q3 2024
Added 1.16%
|
|
|
Team Hewins, LLC
Redwood City, CA |
Nov 12, 2024 Q3 2024 |
508,962
shares
|
$39.3 Million
7.86% of portfolio
|
Q3 2024
New holding
|
|
|
Lbmc Investment Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
508,372
shares
|
$39.2 Million
3.37% of portfolio
|
Q3 2024
Reduced 1.8%
|
|
|
Citizens Financial Group Inc
|
Nov 08, 2024 Q3 2024 |
497,764
shares
|
$38.4 Million
0.85% of portfolio
|
Q3 2024
Reduced 1.36%
|
|
|
State Of Wyoming
Cheyenne, WY |
Nov 14, 2024 Q3 2024 |
492,920
shares
|
$38 Million
6.1% of portfolio
|
Q3 2024
Reduced 0.3%
|