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 |
|---|---|---|---|---|---|
|
Landmark Financial Advisors, LLC
|
Feb 13, 2024 Q4 2023 |
9,753
shares
|
$755,857
0.27% of portfolio
|
Q4 2023
Reduced 5.64%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Nov 13, 2024 Q3 2024 |
9,750
shares
|
$755,625
0.2% of portfolio
|
Q4 2022
Reduced 7.14%
|
|
|
Blue Sky Wealth Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
9,725
shares
|
$753,687
0.13% of portfolio
|
Q3 2024
Reduced 2.89%
|
|
|
Independent Wealth Network Inc.
|
Oct 15, 2024 Q3 2024 |
9,709
shares
|
$752,447
0.37% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Boston Family Office LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
9,698
shares
|
$751,595
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Intrua Financial, LLC
Houston, TX |
May 15, 2023 Q1 2023 |
9,690
shares
|
$750,975
0.14% of portfolio
|
Q1 2023
Reduced 5.79%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
9,649
shares
|
$747,797
0.01% of portfolio
|
Q3 2024
Reduced 8.8%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
Nov 13, 2024 Q3 2024 |
9,605
shares
|
$744,387
0.18% of portfolio
|
Q3 2024
Reduced 5.36%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 14, 2024 Q3 2024 |
9,593
shares
|
$743,457
0.24% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Doliver Advisors, LP
Houston, TX |
Oct 02, 2024 Q3 2024 |
9,550
shares
|
$740,125
0.23% of portfolio
|
Q3 2024
Reduced 6.83%
|
|
|
Peoples Financial Services Corp.
|
Oct 16, 2024 Q3 2024 |
9,509
shares
|
$736,947
0.36% of portfolio
|
Q3 2024
Added 32.6%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 08, 2024 Q3 2024 |
9,482
shares
|
$734,855
0.32% of portfolio
|
Q2 2024
Added 1.24%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
Nov 12, 2024 Q3 2024 |
9,479
shares
|
$734,622
0.34% of portfolio
|
Q4 2023
New holding
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
9,472
shares
|
$734,080
0.11% of portfolio
|
Q2 2024
Reduced 0.2%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Nov 13, 2024 Q3 2024 |
9,459
shares
|
$733,072
0.12% of portfolio
|
Q3 2024
Reduced 30.21%
|
|
|
Mechanics Bank Trust Department
|
Oct 10, 2024 Q3 2024 |
9,456
shares
|
$732,840
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Alley Investment Management Company, LLC
|
Nov 13, 2024 Q3 2024 |
9,442
shares
|
$731,755
0.1% of portfolio
|
Q1 2024
Reduced 1.31%
|
|
|
Tudor Financial Inc.
Dayton, OH |
Nov 21, 2024 Q3 2024 |
9,396
shares
|
$728,190
0.48% of portfolio
|
Q3 2024
New holding
|
|
|
Centerpoint Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
9,375
shares
|
$726,562
0.27% of portfolio
|
Q2 2024
Added 3576.47%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Nov 06, 2024 Q3 2024 |
9,373
shares
|
$726,407
0.22% of portfolio
|
Q3 2024
Added 5.21%
|
|
|
Next Capital Management LLC
|
Nov 07, 2024 Q3 2024 |
9,366
shares
|
$725,865
0.32% of portfolio
|
Q2 2023
Reduced 5.9%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
9,366
shares
|
$725,865
0.03% of portfolio
|
Q1 2024
Reduced 22.88%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
9,277
shares
|
$718,967
0.12% of portfolio
|
Q3 2024
Reduced 12.68%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
9,250
shares
|
$716,875
0.02% of portfolio
|
Q1 2024
Reduced 7.59%
|
|
|
Yardley Wealth Management LLC
Yardley, PA |
Nov 08, 2024 Q3 2024 |
9,241
shares
|
$716,177
0.46% of portfolio
|
Q3 2024
New holding
|