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 |
|---|---|---|---|---|---|
|
Castle Wealth Management LLC
|
Oct 31, 2024 Q3 2024 |
5,366
shares
|
$415,865
0.24% of portfolio
|
Q2 2024
Reduced 2.33%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
5,365
shares
|
$415,787
0.01% of portfolio
|
Q3 2024
Reduced 2.9%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
5,360
shares
|
$415,400
0.02% of portfolio
|
Q3 2024
Added 6.41%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Nov 13, 2024 Q3 2024 |
5,347
shares
|
$414,392
0.2% of portfolio
|
Q2 2024
Added 1.0%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Nov 13, 2024 Q3 2024 |
5,343
shares
|
$414,082
0.05% of portfolio
|
Q3 2024
Reduced 2.29%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 07, 2024 Q3 2024 |
5,320
shares
|
$412,300
0.17% of portfolio
|
Q2 2023
Reduced 0.23%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
5,318
shares
|
$412,145
0.22% of portfolio
|
Q2 2022
Reduced 0.93%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
5,298
shares
|
$410,595
0.06% of portfolio
|
Q3 2024
Added 16.44%
|
|
|
North Crest Asset Manangement, LLC
|
Oct 23, 2024 Q3 2024 |
5,273
shares
|
$408,657
0.01% of portfolio
|
Q3 2024
Added 1.99%
|
|
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
Nov 07, 2023 Q3 2023 |
5,250
shares
|
$406,875
0.44% of portfolio
|
Q2 2022
Added 5.32%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
5,249
shares
|
$406,797
0.13% of portfolio
|
Q2 2022
Reduced 3.01%
|
|
|
North Star Asset Management Inc
|
Nov 14, 2024 Q3 2024 |
5,241
shares
|
$406,177
0.02% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
Cnb Bank
Clearfield, PA |
Oct 18, 2024 Q3 2024 |
5,233
shares
|
$405,557
0.2% of portfolio
|
Q1 2024
Added 3.58%
|
|
|
Capital Wealth Alliance, LLC
|
Oct 30, 2024 Q3 2024 |
5,231
shares
|
$405,402
0.26% of portfolio
|
Q3 2024
Reduced 11.86%
|
|
|
Blue Barn Wealth, LLC
|
Oct 17, 2024 Q3 2024 |
5,225
shares
|
$404,937
0.23% of portfolio
|
Q2 2024
Added 0.81%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Oct 15, 2024 Q3 2024 |
5,215
shares
|
$404,162
0.17% of portfolio
|
Q3 2024
Reduced 6.79%
|
|
|
Pioneer Trust Bank N A
Salem, OR |
Nov 13, 2024 Q3 2024 |
5,200
shares
|
$403,000
0.11% of portfolio
|
Q2 2024
Reduced 2.49%
|
|
|
Ping Capital Management, Inc.
New York, NY |
Oct 18, 2024 Q3 2024 |
5,200
shares
|
$403,000
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Gables Capital Management Inc.
|
Oct 24, 2024 Q3 2024 |
5,179
shares
|
$401,372
0.22% of portfolio
|
Q2 2024
Reduced 9.14%
|
|
|
Axos Invest Inc.
Las Vegas, NV |
Nov 08, 2024 Q3 2024 |
5,170
shares
|
$400,675
0.3% of portfolio
|
Q3 2024
New holding
|
|
|
Ellevest, Inc.
|
Nov 13, 2024 Q3 2024 |
5,163
shares
|
$400,132
0.02% of portfolio
|
Q3 2024
Reduced 17.19%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
5,163
shares
|
$400,132
0.01% of portfolio
|
Q3 2024
Added 53.61%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Oct 24, 2024 Q3 2024 |
5,152
shares
|
$399,280
0.07% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Qp Wealth Management, LLC
|
Oct 05, 2023 Q3 2023 |
5,150
shares
|
$399,125
0.62% of portfolio
|
Q3 2023
Reduced 40.94%
|
|
|
Lincoln Capital Corp
|
Oct 23, 2024 Q3 2024 |
5,140
shares
|
$398,350
0.18% of portfolio
|
Q2 2023
Reduced 4.37%
|