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 2,437 institutions that hold shares in the stock, with a total of 610 Million shares, which have been reported (via 13F filing form) to have a value of $58.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Regis Management CO LLC
|
Aug 05, 2024 Q2 2024 |
227,962
shares
|
$21.7 Million
5.39% of portfolio
|
Q1 2024
Added 0.26%
|
|
|
Fluent Financial, LLC
|
Jan 14, 2026 Q4 2025 |
225,039
shares
|
$21.4 Million
8.2% of portfolio
|
Q4 2025
Added 35.55%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2025 Q3 2025 |
221,803
shares
|
$21.1 Million
0.24% of portfolio
|
Q3 2025
Reduced 0.24%
|
|
|
Cape Ann Savings Bank
Gloucester, MA |
Oct 15, 2025 Q3 2025 |
221,518
shares
|
$21.1 Million
11.19% of portfolio
|
Q3 2025
Added 4.22%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
221,364
shares
|
$21.1 Million
0.14% of portfolio
|
Q3 2025
Added 13.0%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
220,624
shares
|
$21 Million
5.41% of portfolio
|
Q4 2022
New holding
|
|
|
Reframe Wealth, LLC
Fairfax, VA |
Mar 30, 2023 Q4 2022 |
220,624
shares
|
$21 Million
5.57% of portfolio
|
Q4 2022
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
219,720
shares
|
$20.9 Million
0.39% of portfolio
|
Q3 2025
Added 1.79%
|
|
|
Idaho Trust Bank
Boise, ID |
Nov 13, 2025 Q3 2025 |
218,900
shares
|
$20.9 Million
6.88% of portfolio
|
Q3 2025
Added 11.84%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
218,740
shares
|
$20.8 Million
0.12% of portfolio
|
Q3 2025
Added 16.16%
|
|
|
Midwest Trust CO
Overland Park, KS |
Nov 06, 2025 Q3 2025 |
218,198
shares
|
$20.8 Million
0.27% of portfolio
|
Q3 2025
Added 2.49%
|
|
|
British Columbia Investment Management Corp
Victoria, A1 |
Nov 13, 2025 Q3 2025 |
217,240
shares
|
$20.7 Million
0.12% of portfolio
|
Q3 2025
Added 118.24%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Nov 12, 2025 Q3 2025 |
216,289
shares
|
$20.6 Million
2.1% of portfolio
|
Q3 2025
Reduced 3.65%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
213,991
shares
|
$20.4 Million
0.02% of portfolio
|
Q3 2025
Reduced 73.3%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
205,861
shares
|
$19.6 Million
0.05% of portfolio
|
Q3 2025
Added 4.07%
|
|
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
Nov 13, 2023 Q3 2023 |
200,129
shares
|
$19.1 Million
22.05% of portfolio
|
Q3 2023
Reduced 2.65%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
196,484
shares
|
$18.7 Million
0.1% of portfolio
|
Q3 2025
Added 14.36%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
194,789
shares
|
$18.6 Million
0.49% of portfolio
|
Q3 2025
Added 47.72%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
194,472
shares
|
$18.5 Million
0.23% of portfolio
|
Q3 2025
Added 6.43%
|
|
|
Heartwood Wealth Advisors LLC
|
Jan 12, 2026 Q4 2025 |
194,348
shares
|
$18.5 Million
1.81% of portfolio
|
Q4 2025
Reduced 1.28%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
193,692
shares
|
$18.5 Million
0.05% of portfolio
|
Q2 2023
Reduced 1.1%
|
|
|
Cibc World Markets Corp
New York, NY |
Aug 14, 2025 Q2 2025 |
192,947
shares
|
$18.4 Million
0.12% of portfolio
|
Q2 2025
Reduced 24.21%
|
|
|
Hms Capital Management, LLC
|
Jan 16, 2026 Q4 2025 |
191,720
shares
|
$18.3 Million
7.66% of portfolio
|
Q4 2025
Added 0.62%
|
|
|
Calamos Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
190,244
shares
|
$18.1 Million
0.68% of portfolio
|
Q3 2025
Added 7.94%
|
|
|
Constellation Investments, Inc.
Montgomery, OH |
Oct 21, 2025 Q3 2025 |
188,431
shares
|
$17.9 Million
0.82% of portfolio
|
Q1 2025
Reduced 31.09%
|
|