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 |
|---|---|---|---|---|---|
|
Kathleen S. Wright Associates Inc.
|
Oct 11, 2024 Q3 2024 |
517
shares
|
$39,891
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
515
shares
|
$39,737
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
510
shares
|
$39,351
0.01% of portfolio
|
Q2 2023
Added 537.5%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
510
shares
|
$39,351
0.0% of portfolio
|
Q3 2024
Reduced 22.37%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Oct 29, 2024 Q3 2024 |
508
shares
|
$39,197
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
Nov 12, 2024 Q3 2024 |
500
shares
|
$38,580
0.01% of portfolio
|
Q1 2024
Reduced 54.55%
|
|
|
Advantage Trust CO
Salina, KS |
Nov 04, 2024 Q3 2024 |
500
shares
|
$38,580
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Bfsg, LLC
|
Oct 16, 2024 Q3 2024 |
489
shares
|
$37,731
0.0% of portfolio
|
Q3 2024
Reduced 9.28%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 15, 2024 Q3 2024 |
486
shares
|
$37,499
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Oakworth Capital, Inc.
|
Oct 21, 2024 Q3 2024 |
481
shares
|
$37,113
0.0% of portfolio
|
Q3 2024
Reduced 20.36%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
476
shares
|
$36,728
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Oct 11, 2024 Q3 2024 |
461
shares
|
$35,570
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Nov 12, 2024 Q3 2024 |
454
shares
|
$35,030
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Hoese & CO LLP
|
Oct 09, 2024 Q3 2024 |
450
shares
|
$34,722
0.03% of portfolio
|
Q3 2024
Reduced 36.62%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Oct 28, 2024 Q3 2024 |
450
shares
|
$34,722
0.02% of portfolio
|
Q2 2024
Added 1.81%
|
|
|
Bollard Group LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
434
shares
|
$33,487
0.0% of portfolio
|
Q2 2024
Added 0.93%
|
|
|
Pacifica Partners Inc.
|
Oct 07, 2024 Q3 2024 |
412
shares
|
$31,789
0.01% of portfolio
|
Q1 2024
Reduced 27.59%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
405
shares
|
$31,249
0.01% of portfolio
|
Q2 2021
Reduced 27.55%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
402
shares
|
$31,018
0.0% of portfolio
|
Q2 2024
Added 122.1%
|
|
|
West Financial Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
361
shares
|
$27,854
0.01% of portfolio
|
Q3 2024
Reduced 25.1%
|
|
|
William Blair Investment Management, LLC
Chicago, IL |
Nov 08, 2024 Q3 2024 |
361
shares
|
$27,854
0.0% of portfolio
|
Q3 2024
Reduced 58.65%
|
|
|
Rice Partnership, LLC
|
Nov 13, 2024 Q3 2024 |
358
shares
|
$27,623
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Sym Financial Corp
|
Nov 14, 2024 Q3 2024 |
334
shares
|
$25,771
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 08, 2024 Q3 2024 |
331
shares
|
$25,539
0.0% of portfolio
|
Q3 2024
Added 39.08%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
306
shares
|
$23,610
0.0% of portfolio
|
Q2 2023
New holding
|