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 2,165 institutions that hold shares in the stock, with a total of 579 Million shares, which have been reported (via 13F filing form) to have a value of $46.1 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Waddell & Associates, LLC
|
Nov 12, 2024 Q3 2024 |
43,686
shares
|
$3.48 Million
0.45% of portfolio
|
Q2 2024
Reduced 0.1%
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
43,520
shares
|
$3.47 Million
0.03% of portfolio
|
Q3 2024
Added 1.36%
|
|
Sterling Investment Advisors LLC
|
Jan 14, 2025 Q4 2024 |
43,215
shares
|
$3.44 Million
1.9% of portfolio
|
Q4 2024
Added 1.14%
|
|
Ntv Asset Management LLC
|
Jan 31, 2025 Q4 2024 |
43,101
shares
|
$3.43 Million
0.44% of portfolio
|
Q4 2024
Reduced 1.84%
|
|
Nvwm, LLC
|
Jan 27, 2025 Q4 2024 |
42,715
shares
|
$3.4 Million
0.85% of portfolio
|
Q4 2024
Reduced 8.73%
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
42,614
shares
|
$3.39 Million
0.54% of portfolio
|
Q1 2023
New holding
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Jan 14, 2025 Q4 2024 |
42,611
shares
|
$3.39 Million
0.93% of portfolio
|
Q4 2024
New holding
|
|
Aveo Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
42,590
shares
|
$3.39 Million
0.38% of portfolio
|
Q4 2024
Reduced 7.36%
|
|
Mc Lean Asset Management Corp
|
Jan 22, 2025 Q4 2024 |
42,178
shares
|
$3.36 Million
0.96% of portfolio
|
Q4 2024
Reduced 2.48%
|
|
First Interstate Bank
Billings, MT |
Feb 04, 2025 Q4 2024 |
42,155
shares
|
$3.36 Million
0.2% of portfolio
|
Q4 2024
Added 11.57%
|
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
Jan 17, 2025 Q4 2024 |
42,018
shares
|
$3.35 Million
1.16% of portfolio
|
Q4 2024
Reduced 2.31%
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
41,937
shares
|
$3.34 Million
1.09% of portfolio
|
Q2 2024
Reduced 1.54%
|
|
Macroview Investment Management LLC
|
Jan 31, 2025 Q4 2024 |
41,868
shares
|
$3.33 Million
3.35% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
Lane & Associates LLC
Moorestown, NJ |
Feb 03, 2025 Q4 2024 |
41,768
shares
|
$3.33 Million
1.69% of portfolio
|
Q4 2024
Added 3.67%
|
|
Mount Yale Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
41,621
shares
|
$3.32 Million
0.26% of portfolio
|
Q4 2024
Added 5.61%
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Feb 07, 2025 Q4 2024 |
41,472
shares
|
$3.3 Million
0.17% of portfolio
|
Q4 2024
Added 22.3%
|
|
Wealth Advisory Solutions, LLC
|
Feb 06, 2025 Q4 2024 |
41,274
shares
|
$3.29 Million
0.88% of portfolio
|
Q4 2024
Added 0.54%
|
|
Sheets Smith Wealth Management
|
Jan 17, 2025 Q4 2024 |
41,200
shares
|
$3.28 Million
0.39% of portfolio
|
Q4 2023
Added 0.64%
|
|
Jmg Financial Group, Ltd.
|
Feb 03, 2025 Q4 2024 |
41,116
shares
|
$3.27 Million
0.11% of portfolio
|
Q4 2024
Reduced 11.76%
|
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
41,086
shares
|
$3.27 Million
0.02% of portfolio
|
Q3 2024
Added 6.52%
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
41,060
shares
|
$3.27 Million
1.07% of portfolio
|
Q3 2022
Reduced 0.12%
|
|
Hengehold Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
40,811
shares
|
$3.25 Million
0.29% of portfolio
|
Q4 2024
Reduced 2.89%
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
40,784
shares
|
$3.25 Million
0.72% of portfolio
|
Q3 2024
Reduced 5.04%
|
|
Bridgewater Advisors Inc.
|
Jan 16, 2025 Q4 2024 |
40,635
shares
|
$3.24 Million
0.32% of portfolio
|
Q4 2024
Reduced 1.06%
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Jan 21, 2025 Q4 2024 |
40,565
shares
|
$3.23 Million
0.39% of portfolio
|
Q4 2024
Reduced 10.94%
|