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 2,050 institutions that hold shares in the stock, with a total of 564 Million shares, which have been reported (via 13F filing form) to have a value of $45.8 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Paulson Wealth Management Inc.
|
May 03, 2024 Q1 2024 |
442,301
shares
|
$35.9 Million
10.45% of portfolio
|
Q1 2024
Added 6.52%
|
|
Goldstein Munger & Associates
San Ramon, CA |
Nov 07, 2022 Q3 2022 |
438,092
shares
|
$35.6 Million
8.09% of portfolio
|
Q3 2022
Added 1.25%
|
|
Destination Wealth Management
|
May 14, 2024 Q1 2024 |
434,149
shares
|
$35.2 Million
1.16% of portfolio
|
Q1 2024
Added 1.94%
|
|
Advisors Preferred, LLC
Rockville, MD |
May 08, 2024 Q1 2024 |
412,428
shares
|
$33.5 Million
5.56% of portfolio
|
Q1 2024
New holding
|
|
Fiera Capital Corp
Montreal, A8 |
May 01, 2024 Q1 2024 |
410,537
shares
|
$33.3 Million
0.1% of portfolio
|
Q1 2024
Added 9.33%
|
|
Btc Capital Management, Inc.
|
Apr 10, 2024 Q1 2024 |
404,471
shares
|
$32.8 Million
2.97% of portfolio
|
Q1 2024
Added 19.24%
|
|
Salomon & Ludwin, LLC
|
May 02, 2024 Q1 2024 |
404,279
shares
|
$32.8 Million
2.78% of portfolio
|
Q1 2024
Added 3.59%
|
|
Ballentine Partners, LLC
Waltham, MA |
Apr 11, 2024 Q1 2024 |
401,444
shares
|
$32.6 Million
0.61% of portfolio
|
Q1 2024
Reduced 0.02%
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
May 14, 2024 Q1 2024 |
399,048
shares
|
$32.4 Million
1.22% of portfolio
|
Q1 2024
Added 7.16%
|
|
Commerce Bank
Kansas City, MO |
May 03, 2024 Q1 2024 |
393,984
shares
|
$32 Million
0.21% of portfolio
|
Q1 2024
Reduced 3.73%
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
391,634
shares
|
$31.8 Million
0.88% of portfolio
|
Q1 2024
Reduced 2.67%
|
|
Ifg Advisors, LLC
|
Apr 24, 2024 Q1 2024 |
384,126
shares
|
$31.2 Million
7.96% of portfolio
|
Q1 2024
Reduced 3.01%
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Apr 22, 2024 Q1 2024 |
382,967
shares
|
$31.1 Million
2.8% of portfolio
|
Q1 2024
Added 17.11%
|
|
Allianz Asset Management Gmb H
Munich, 2M |
May 13, 2024 Q1 2024 |
382,135
shares
|
$31 Million
0.05% of portfolio
|
Q1 2024
Added 44.49%
|
|
Arbor Investment Advisors, LLC
|
Apr 23, 2024 Q1 2024 |
379,946
shares
|
$30.8 Million
4.45% of portfolio
|
Q1 2024
Reduced 1.02%
|
|
Capital International Investors
Los Angeles, CA |
May 14, 2024 Q1 2024 |
374,246
shares
|
$30.4 Million
0.01% of portfolio
|
Q1 2024
Reduced 80.42%
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
372,465
shares
|
$30.2 Million
3.5% of portfolio
|
Q1 2024
Added 1.43%
|
|
Keel Point, LLC
Huntsville, AL |
Apr 16, 2024 Q1 2024 |
371,909
shares
|
$30.2 Million
3.04% of portfolio
|
Q1 2024
Added 1.05%
|
|
Country Club Bank
|
Apr 24, 2024 Q1 2024 |
371,855
shares
|
$30.2 Million
2.13% of portfolio
|
Q1 2024
Added 2.01%
|
|
Dt Investment Partners, LLC
|
May 13, 2024 Q1 2024 |
370,143
shares
|
$30 Million
2.99% of portfolio
|
Q4 2023
Added 2.57%
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
368,994
shares
|
$30 Million
2.13% of portfolio
|
Q3 2023
Reduced 5.88%
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
365,521
shares
|
$29.7 Million
0.11% of portfolio
|
Q1 2024
Reduced 3.62%
|
|
Kestra Advisory Services, LLC
|
May 15, 2024 Q1 2024 |
364,717
shares
|
$29.6 Million
0.2% of portfolio
|
Q1 2024
Reduced 15.09%
|
|
Castleark Management LLC
Chicago, IL |
May 15, 2024 Q1 2024 |
364,410
shares
|
$29.6 Million
1.23% of portfolio
|
Q1 2023
Added 1483.7%
|
|
Mesirow Financial Investment Management, Inc.
|
Apr 25, 2024 Q1 2024 |
361,332
shares
|
$29.3 Million
0.67% of portfolio
|
Q1 2024
New holding
|