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 |
|---|---|---|---|---|---|
|
Paulson Wealth Management Inc.
|
Nov 05, 2024 Q3 2024 |
478,110
shares
|
$37.1 Million
10.79% of portfolio
|
Q3 2024
Added 8.69%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2024 Q3 2024 |
474,314
shares
|
$36.8 Million
0.35% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 04, 2024 Q3 2024 |
474,090
shares
|
$36.7 Million
0.39% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
459,202
shares
|
$35.6 Million
0.61% of portfolio
|
Q3 2024
Added 2.63%
|
|
|
Nisa Investment Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
459,150
shares
|
$35.6 Million
0.23% of portfolio
|
Q2 2024
Added 0.12%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Nov 12, 2024 Q3 2024 |
458,667
shares
|
$35.5 Million
1.16% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
456,563
shares
|
$35.4 Million
0.01% of portfolio
|
Q3 2024
Added 6217.46%
|
|
|
1 St Source Bank
|
Aug 08, 2024 Q2 2024 |
453,132
shares
|
$35.1 Million
2.08% of portfolio
|
Q2 2024
Added 0.56%
|
|
|
Btc Capital Management, Inc.
|
Oct 21, 2024 Q3 2024 |
449,452
shares
|
$34.8 Million
3.36% of portfolio
|
Q3 2024
Added 13.27%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 29, 2024 Q3 2024 |
445,779
shares
|
$34.5 Million
2.85% of portfolio
|
Q3 2024
Added 7.89%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
440,312
shares
|
$34.1 Million
1.06% of portfolio
|
Q3 2024
Added 9.05%
|
|
|
Goldstein Munger & Associates
San Ramon, CA |
Nov 07, 2022 Q3 2022 |
438,092
shares
|
$34 Million
8.09% of portfolio
|
Q3 2022
Added 1.25%
|
|
|
Destination Wealth Management
|
Jul 24, 2024 Q2 2024 |
428,580
shares
|
$33.2 Million
1.12% of portfolio
|
Q2 2024
Reduced 1.28%
|
|
|
Omers Administration Corp
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
420,175
shares
|
$32.6 Million
0.34% of portfolio
|
Q3 2024
Added 16.29%
|
|
|
Walleye Trading LLC
Plymouth, MN |
Nov 14, 2024 Q3 2024 |
419,091
shares
|
$32.5 Million
0.07% of portfolio
|
Q3 2024
Added 445.46%
|
|
|
Ifg Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
416,476
shares
|
$32.3 Million
7.56% of portfolio
|
Q3 2024
Added 5.04%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
416,306
shares
|
$32.3 Million
0.2% of portfolio
|
Q3 2024
Reduced 23.45%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 13, 2024 Q3 2024 |
411,205
shares
|
$31.9 Million
1.21% of portfolio
|
Q3 2024
Added 2.48%
|
|
|
Fiera Capital Corp
Montreal, A8 |
Nov 01, 2024 Q3 2024 |
405,006
shares
|
$31.4 Million
0.11% of portfolio
|
Q3 2024
Reduced 2.31%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
391,634
shares
|
$30.4 Million
0.88% of portfolio
|
Q1 2024
Reduced 2.67%
|
|
|
Country Club Bank
|
Oct 23, 2024 Q3 2024 |
386,853
shares
|
$30 Million
2.21% of portfolio
|
Q3 2024
Added 3.59%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Oct 23, 2024 Q3 2024 |
385,250
shares
|
$29.9 Million
0.55% of portfolio
|
Q3 2024
Reduced 1.63%
|
|
|
Met Life Investment Management, LLC
Whippany, NJ |
Nov 13, 2024 Q3 2024 |
379,500
shares
|
$29.4 Million
0.19% of portfolio
|
Q3 2024
Reduced 27.91%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 08, 2024 Q3 2024 |
379,140
shares
|
$29.4 Million
0.2% of portfolio
|
Q3 2024
Reduced 1.61%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
372,465
shares
|
$28.9 Million
3.5% of portfolio
|
Q1 2024
Added 1.43%
|