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 574 Million shares, which have been reported (via 13F filing form) to have a value of $44.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
154,665
shares
|
$12.2 Million
0.35% of portfolio
|
Q3 2024
Added 6.98%
|
|
|
Shulman De Meo Asset Management LLC
|
Oct 15, 2024 Q3 2024 |
152,929
shares
|
$12.1 Million
3.15% of portfolio
|
Q3 2024
Reduced 1.12%
|
|
|
Quent Capital, LLC
|
Oct 04, 2024 Q3 2024 |
152,208
shares
|
$12 Million
1.34% of portfolio
|
Q3 2024
Reduced 0.74%
|
|
|
Calamos Wealth Management LLC
|
Nov 12, 2024 Q3 2024 |
149,694
shares
|
$11.8 Million
0.66% of portfolio
|
Q3 2024
Added 19.3%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
149,073
shares
|
$11.8 Million
0.17% of portfolio
|
Q3 2024
Reduced 6.03%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
148,889
shares
|
$11.8 Million
0.33% of portfolio
|
Q3 2024
Added 9.44%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 12, 2024 Q3 2024 |
148,206
shares
|
$11.7 Million
0.42% of portfolio
|
Q3 2024
Reduced 11.18%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
147,647
shares
|
$11.7 Million
0.42% of portfolio
|
Q3 2024
Reduced 1.38%
|
|
|
Yousif Capital Management, LLC
|
Oct 30, 2024 Q3 2024 |
147,523
shares
|
$11.6 Million
0.14% of portfolio
|
Q3 2024
Added 85.74%
|
|
|
Martin & CO Inc
Knoxville, TN |
Nov 05, 2024 Q3 2024 |
147,304
shares
|
$11.6 Million
3.13% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
|
Crestwood Advisors Group LLC
|
Oct 30, 2024 Q3 2024 |
146,493
shares
|
$11.6 Million
0.24% of portfolio
|
Q3 2024
Added 3.65%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
146,299
shares
|
$11.6 Million
0.78% of portfolio
|
Q3 2024
Reduced 1.67%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
145,140
shares
|
$11.5 Million
0.13% of portfolio
|
Q2 2024
Reduced 0.85%
|
|
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
Nov 12, 2024 Q3 2024 |
143,558
shares
|
$11.3 Million
4.9% of portfolio
|
Q3 2024
New holding
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 14, 2024 Q3 2024 |
142,082
shares
|
$11.2 Million
0.41% of portfolio
|
Q2 2024
Reduced 6.98%
|
|
|
Brickley Wealth Management
|
Nov 04, 2024 Q3 2024 |
141,999
shares
|
$11.2 Million
2.42% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
141,765
shares
|
$11.2 Million
0.46% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Waters Parkerson & Co., LLC
|
Nov 12, 2024 Q3 2024 |
141,511
shares
|
$11.2 Million
0.6% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Oct 07, 2024 Q3 2024 |
141,169
shares
|
$11.1 Million
1.58% of portfolio
|
Q3 2024
Reduced 1.29%
|
|
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
Aug 09, 2022 Q2 2022 |
141,127
shares
|
$11.1 Million
5.62% of portfolio
|
Q2 2022
Reduced 9.82%
|
|
|
Steel Peak Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
140,654
shares
|
$11.1 Million
0.52% of portfolio
|
Q3 2024
Added 2.18%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
140,511
shares
|
$11.1 Million
8.21% of portfolio
|
Q2 2023
Reduced 4.06%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
139,724
shares
|
$11 Million
6.24% of portfolio
|
Q4 2023
Added 2.24%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Nov 01, 2024 Q3 2024 |
139,568
shares
|
$11 Million
0.41% of portfolio
|
Q3 2024
Added 14.09%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 13, 2024 Q3 2024 |
138,970
shares
|
$11 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.03%
|