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 2,144 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 $45.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lbmc Investment Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
504,142
shares
|
$39.9 Million
3.02% of portfolio
|
Q4 2024
Reduced 0.83%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jan 27, 2025 Q4 2024 |
502,421
shares
|
$39.8 Million
2.76% of portfolio
|
Q4 2024
Added 12.71%
|
|
|
Citizens Financial Group Inc
|
Nov 08, 2024 Q3 2024 |
497,764
shares
|
$39.4 Million
0.85% of portfolio
|
Q3 2024
Reduced 1.36%
|
|
|
State Of Wyoming
Cheyenne, WY |
Nov 14, 2024 Q3 2024 |
492,920
shares
|
$39.1 Million
6.1% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Paulson Wealth Management Inc.
|
Nov 05, 2024 Q3 2024 |
478,110
shares
|
$37.9 Million
10.79% of portfolio
|
Q3 2024
Added 8.69%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 04, 2024 Q3 2024 |
474,090
shares
|
$37.6 Million
0.39% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jan 24, 2025 Q4 2024 |
467,521
shares
|
$37 Million
0.32% of portfolio
|
Q4 2024
Reduced 1.43%
|
|
|
1 St Source Bank
|
Dec 11, 2024 Q3 2024 |
464,276
shares
|
$36.8 Million
2.2% of portfolio
|
Q3 2024
Added 2.46%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
459,202
shares
|
$36.4 Million
0.61% of portfolio
|
Q3 2024
Added 2.63%
|
|
|
Nisa Investment Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
459,150
shares
|
$36.4 Million
0.14% of portfolio
|
Q2 2024
Added 0.12%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Nov 12, 2024 Q3 2024 |
458,667
shares
|
$36.3 Million
1.16% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Btc Capital Management, Inc.
|
Jan 23, 2025 Q4 2024 |
456,579
shares
|
$36.2 Million
3.21% of portfolio
|
Q4 2024
Added 1.59%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
440,312
shares
|
$34.9 Million
1.06% of portfolio
|
Q3 2024
Added 9.05%
|
|
|
Goldstein Munger & Associates
San Ramon, CA |
Nov 07, 2022 Q3 2022 |
438,092
shares
|
$34.7 Million
8.09% of portfolio
|
Q3 2022
Added 1.25%
|
|
|
Destination Wealth Management
|
Nov 25, 2024 Q3 2024 |
431,355
shares
|
$34.2 Million
1.13% of portfolio
|
Q3 2024
Added 0.65%
|
|
|
Fiera Capital Corp
Montreal, A8 |
Jan 29, 2025 Q4 2024 |
425,427
shares
|
$33.7 Million
0.11% of portfolio
|
Q4 2024
Added 5.04%
|
|
|
Omers Administration Corp
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
420,175
shares
|
$33.3 Million
0.34% of portfolio
|
Q3 2024
Added 16.29%
|
|
|
Walleye Trading LLC
Plymouth, MN |
Nov 14, 2024 Q3 2024 |
419,091
shares
|
$33.2 Million
0.07% of portfolio
|
Q3 2024
Added 445.46%
|
|
|
Ifg Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
416,476
shares
|
$33 Million
7.56% of portfolio
|
Q3 2024
Added 5.04%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
416,306
shares
|
$33 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
|
$32.6 Million
1.21% of portfolio
|
Q3 2024
Added 2.48%
|
|
|
Country Club Bank
|
Jan 27, 2025 Q4 2024 |
392,089
shares
|
$31.1 Million
2.04% of portfolio
|
Q4 2024
Added 1.35%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
391,634
shares
|
$31 Million
0.88% of portfolio
|
Q1 2024
Reduced 2.67%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jan 16, 2025 Q4 2024 |
385,226
shares
|
$30.5 Million
0.5% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Met Life Investment Management, LLC
Whippany, NJ |
Nov 13, 2024 Q3 2024 |
379,500
shares
|
$30.1 Million
0.19% of portfolio
|
Q3 2024
Reduced 27.91%
|