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 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 |
|---|---|---|---|---|---|
|
Autus Asset Management, LLC
|
Jan 23, 2023 Q4 2022 |
5,991
shares
|
$464,302
0.07% of portfolio
|
Q4 2022
Added 2.97%
|
|
|
Marshall Financial Group Inc
Doylestown, PA |
Nov 04, 2024 Q3 2024 |
5,991
shares
|
$464,302
0.15% of portfolio
|
Q2 2024
Added 0.99%
|
|
|
Linker Capital Management Inc.
|
Aug 14, 2023 Q2 2023 |
5,983
shares
|
$463,682
0.57% of portfolio
|
Q2 2023
Reduced 30.36%
|
|
|
Vontobel Holding Ltd.
|
Oct 15, 2024 Q3 2024 |
5,972
shares
|
$462,830
0.0% of portfolio
|
Q3 2024
Reduced 13.3%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Oct 22, 2024 Q3 2024 |
5,956
shares
|
$461,590
0.04% of portfolio
|
Q3 2024
Reduced 39.47%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
5,925
shares
|
$459,187
0.13% of portfolio
|
Q2 2023
Added 405.12%
|
|
|
Holderness Investments CO
Greensboro, NC |
Nov 12, 2024 Q3 2024 |
5,923
shares
|
$459,032
0.11% of portfolio
|
Q2 2024
Reduced 1.25%
|
|
|
Financial Guidance Group, Inc.
|
Oct 23, 2024 Q3 2024 |
5,900
shares
|
$457,250
0.32% of portfolio
|
Q3 2024
Reduced 1.11%
|
|
|
Farrell Financial LLC
Orchard Park, NY |
Nov 12, 2024 Q3 2024 |
5,895
shares
|
$456,862
0.33% of portfolio
|
Q3 2024
Added 0.87%
|
|
|
Colorado Capital Management, Inc.
|
Oct 09, 2024 Q3 2024 |
5,891
shares
|
$456,552
0.24% of portfolio
|
Q3 2024
Reduced 0.82%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Oct 21, 2024 Q3 2024 |
5,889
shares
|
$456,397
0.09% of portfolio
|
Q2 2020
Added 4.09%
|
|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
5,880
shares
|
$455,700
0.16% of portfolio
|
Q3 2023
Reduced 3.07%
|
|
|
Taylor Hoffman Wealth Management
Richmond, VA |
Aug 09, 2024 Q2 2024 |
5,877
shares
|
$455,467
0.19% of portfolio
|
Q4 2022
New holding
|
|
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
Nov 12, 2024 Q3 2024 |
5,877
shares
|
$455,467
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Nov 06, 2024 Q3 2024 |
5,849
shares
|
$453,297
0.1% of portfolio
|
Q3 2024
Reduced 13.66%
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Oct 29, 2024 Q3 2024 |
5,840
shares
|
$452,600
0.25% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Nov 06, 2024 Q3 2024 |
5,823
shares
|
$451,282
0.15% of portfolio
|
Q3 2024
Reduced 40.29%
|
|
|
Wms Partners, LLC
|
Nov 13, 2024 Q3 2024 |
5,810
shares
|
$450,275
0.03% of portfolio
|
Q3 2024
Added 59.62%
|
|
|
Rtd Financial Advisors, Inc.
|
Oct 30, 2024 Q3 2024 |
5,714
shares
|
$442,835
0.06% of portfolio
|
Q3 2024
Reduced 2.67%
|
|
|
Sightline Wealth Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
5,705
shares
|
$442,137
0.26% of portfolio
|
Q2 2024
Added 0.6%
|
|
|
Pacific Sage Partners, LLC
Shoreline, WA |
Oct 28, 2024 Q3 2024 |
5,705
shares
|
$442,137
0.11% of portfolio
|
Q2 2024
Added 3.78%
|
|
|
Koss Olinger Consulting, LLC
|
Oct 18, 2024 Q3 2024 |
5,700
shares
|
$441,750
0.04% of portfolio
|
Q3 2024
Added 0.99%
|
|
|
Zions Bancorporation, N.A.
|
Nov 06, 2024 Q3 2024 |
5,700
shares
|
$441,750
0.03% of portfolio
|
Q3 2024
Reduced 24.76%
|
|
|
Community Trust & Investment CO
|
Oct 22, 2024 Q3 2024 |
5,685
shares
|
$440,587
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
West Hill Financial Advisors, Inc.
|
Oct 18, 2024 Q3 2024 |
5,671
shares
|
$439,502
0.11% of portfolio
|
Q2 2024
Reduced 9.0%
|