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 $44.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Chartwell Investment Partners, LLC
|
Nov 04, 2024 Q3 2024 |
30,093
shares
|
$2.33 Million
0.09% of portfolio
|
Q2 2024
Added 42.45%
|
|
|
Lion Street Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
30,005
shares
|
$2.33 Million
0.89% of portfolio
|
Q3 2024
Reduced 3.21%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
29,950
shares
|
$2.32 Million
0.31% of portfolio
|
Q2 2024
Reduced 2.52%
|
|
|
Urban Financial Advisory Corp
Chicago, IL |
Nov 15, 2024 Q3 2024 |
29,748
shares
|
$2.31 Million
1.37% of portfolio
|
Q3 2024
Reduced 8.71%
|
|
|
Bordeaux Wealth Advisors LLC
|
Nov 04, 2024 Q3 2024 |
29,735
shares
|
$2.3 Million
0.45% of portfolio
|
Q3 2024
Reduced 1.45%
|
|
|
Legacy Trust
Grand Rapids, MI |
Oct 29, 2024 Q3 2024 |
29,669
shares
|
$2.3 Million
0.57% of portfolio
|
Q3 2024
Reduced 1.12%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Oct 22, 2024 Q3 2024 |
29,644
shares
|
$2.3 Million
0.18% of portfolio
|
Q2 2024
Added 0.43%
|
|
|
First National Bank Of Omaha
Omaha, NE |
Nov 15, 2024 Q3 2024 |
29,553
shares
|
$2.29 Million
0.17% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Gs Investments, Inc.
|
Nov 12, 2024 Q3 2024 |
29,536
shares
|
$2.29 Million
1.1% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Cm Wealth Advisors LLC
Beachwood, OH |
Nov 12, 2024 Q3 2024 |
29,505
shares
|
$2.29 Million
0.81% of portfolio
|
Q3 2024
Added 7.69%
|
|
|
Mps Loria Financial Planners, LLC
|
Oct 21, 2024 Q3 2024 |
29,416
shares
|
$2.28 Million
0.74% of portfolio
|
Q3 2024
Added 1.38%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
29,350
shares
|
$2.27 Million
1.43% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Woodstock Corp
|
Oct 11, 2024 Q3 2024 |
29,305
shares
|
$2.27 Million
0.24% of portfolio
|
Q3 2024
Reduced 1.94%
|
|
|
Lyell Wealth Management, LP
|
Oct 23, 2024 Q3 2024 |
28,951
shares
|
$2.24 Million
0.22% of portfolio
|
Q3 2024
Reduced 2.41%
|
|
|
Stone House Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
28,811
shares
|
$2.23 Million
0.5% of portfolio
|
Q3 2024
Added 973.04%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
28,757
shares
|
$2.23 Million
0.57% of portfolio
|
Q3 2024
Reduced 2.25%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
28,728
shares
|
$2.23 Million
0.15% of portfolio
|
Q3 2024
Added 6.46%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
28,638
shares
|
$2.22 Million
0.01% of portfolio
|
Q3 2024
Added 2.26%
|
|
|
Blb&B Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
28,616
shares
|
$2.22 Million
0.12% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
Keeley Teton Advisors, LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
28,603
shares
|
$2.22 Million
0.28% of portfolio
|
Q3 2024
Added 2.66%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Oct 07, 2024 Q3 2024 |
28,563
shares
|
$2.21 Million
0.3% of portfolio
|
Q3 2024
Reduced 0.74%
|
|
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
Nov 05, 2024 Q3 2024 |
28,546
shares
|
$2.21 Million
2.05% of portfolio
|
Q3 2024
New holding
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
28,404
shares
|
$2.2 Million
0.79% of portfolio
|
Q1 2023
Reduced 17.62%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
28,166
shares
|
$2.18 Million
0.2% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Country Trust Bank
|
Oct 08, 2024 Q3 2024 |
28,135
shares
|
$2.18 Million
0.06% of portfolio
|
Q3 2024
Reduced 4.83%
|