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 $44.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ulrich Consultants & Investment Group, LLC
Albuquerque, NM |
Aug 04, 2023 Q2 2023 |
26,664
shares
|
$2.07 Million
4.67% of portfolio
|
Q1 2023
Reduced 2.07%
|
|
|
Embree Financial Group
Chicago, IL |
Oct 18, 2024 Q3 2024 |
26,637
shares
|
$2.06 Million
0.4% of portfolio
|
Q3 2024
Reduced 1.67%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
26,537
shares
|
$2.06 Million
0.16% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
26,397
shares
|
$2.05 Million
0.14% of portfolio
|
Q3 2024
Added 3.14%
|
|
|
Washington Trust Advisors, Inc.
|
Nov 01, 2024 Q3 2024 |
26,360
shares
|
$2.04 Million
0.2% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Briggs Advisory Group, Inc.
|
Oct 27, 2023 Q3 2023 |
26,307
shares
|
$2.04 Million
1.04% of portfolio
|
Q3 2023
Added 5.0%
|
|
|
Gries Financial LLC
Cleveland, OH |
Oct 18, 2024 Q3 2024 |
26,267
shares
|
$2.04 Million
0.46% of portfolio
|
Q3 2024
Added 2.98%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Oct 24, 2024 Q3 2024 |
26,191
shares
|
$2.03 Million
0.12% of portfolio
|
Q3 2024
Added 2.08%
|
|
|
Maple Capital Management, Inc.
|
Oct 21, 2024 Q3 2024 |
26,127
shares
|
$2.02 Million
0.17% of portfolio
|
Q3 2024
Reduced 5.55%
|
|
|
Advisor Resource Council
|
Oct 31, 2024 Q3 2024 |
26,109
shares
|
$2.02 Million
0.73% of portfolio
|
Q3 2024
Added 47.15%
|
|
|
Wade Financial Advisory, Inc
|
Oct 28, 2024 Q3 2024 |
26,071
shares
|
$2.02 Million
0.74% of portfolio
|
Q3 2023
Reduced 0.29%
|
|
|
Congress Asset Management CO
|
Oct 28, 2024 Q3 2024 |
26,055
shares
|
$2.02 Million
0.02% of portfolio
|
Q2 2024
Reduced 0.55%
|
|
|
Fairway Wealth LLC
Independence, OH |
Nov 01, 2024 Q3 2024 |
26,031
shares
|
$2.02 Million
1.11% of portfolio
|
Q3 2024
Added 1.82%
|
|
|
First National Corp
|
Oct 08, 2024 Q3 2024 |
26,029
shares
|
$2.02 Million
0.48% of portfolio
|
Q2 2024
Reduced 26.69%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
26,011
shares
|
$2.02 Million
0.31% of portfolio
|
Q2 2023
New holding
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 24, 2024 Q3 2024 |
25,905
shares
|
$2.01 Million
0.2% of portfolio
|
Q3 2024
Added 0.59%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Oct 25, 2024 Q3 2024 |
25,850
shares
|
$2 Million
0.09% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
25,730
shares
|
$1.99 Million
0.05% of portfolio
|
Q3 2024
Reduced 1.4%
|
|
|
Graypoint LLC
|
Oct 31, 2024 Q3 2024 |
25,448
shares
|
$1.97 Million
0.14% of portfolio
|
Q3 2024
Added 3.93%
|
|
|
Triasima Portfolio Management Inc.
|
Nov 12, 2024 Q3 2024 |
25,427
shares
|
$1.97 Million
0.55% of portfolio
|
Q3 2024
Added 1.16%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Oct 15, 2024 Q3 2024 |
25,401
shares
|
$1.97 Million
1.19% of portfolio
|
Q3 2024
Reduced 83.59%
|
|
|
Bank Ozk
|
Nov 14, 2024 Q3 2024 |
25,375
shares
|
$1.97 Million
0.89% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
|
Parsons Capital Management Inc
|
Nov 04, 2024 Q3 2024 |
25,343
shares
|
$1.96 Million
0.14% of portfolio
|
Q3 2024
Reduced 3.26%
|
|
|
Lavaca Capital LLC
Houston, TX |
Nov 14, 2024 Q3 2024 |
25,300
shares
|
$1.96 Million
0.91% of portfolio
|
Q3 2024
New holding
|
|
|
Counterweight Ventures, LLC
Wilmington, NC |
Nov 08, 2024 Q3 2024 |
25,267
shares
|
$1.96 Million
1.5% of portfolio
|
Q3 2024
Added 208.28%
|