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 2,277 institutions that hold shares in the stock, with a total of 575 Million shares, which have been reported (via 13F filing form) to have a value of $51.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
166,581
shares
|
$14.8 Million
0.08% of portfolio
|
Q4 2024
Reduced 7.06%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Apr 24, 2025 Q1 2025 |
166,502
shares
|
$14.8 Million
0.2% of portfolio
|
Q1 2025
Added 1.11%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
166,366
shares
|
$14.8 Million
0.2% of portfolio
|
Q4 2023
Added 6.26%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Apr 08, 2025 Q1 2025 |
166,311
shares
|
$14.8 Million
0.7% of portfolio
|
Q1 2025
Added 9.94%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
May 15, 2025 Q1 2025 |
166,128
shares
|
$14.8 Million
0.95% of portfolio
|
Q1 2025
Reduced 4.16%
|
|
|
Clear Creek Financial Management, LLC
|
Apr 25, 2025 Q1 2025 |
165,863
shares
|
$14.8 Million
1.5% of portfolio
|
Q1 2025
Added 1092.74%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
163,578
shares
|
$14.6 Million
0.26% of portfolio
|
Q3 2022
Added 321.82%
|
|
|
Churchill Management Corp
|
Apr 25, 2025 Q1 2025 |
163,389
shares
|
$14.6 Million
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
163,084
shares
|
$14.5 Million
3.83% of portfolio
|
Q3 2024
New holding
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
162,142
shares
|
$14.4 Million
0.19% of portfolio
|
Q1 2025
Reduced 4.05%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
160,244
shares
|
$14.3 Million
0.05% of portfolio
|
Q1 2025
Added 175.35%
|
|
|
Anchor Capital Management Group Inc
Aliso Viejo, CA |
May 05, 2025 Q1 2025 |
160,000
shares
|
$14.3 Million
6.02% of portfolio
|
Q1 2025
Reduced 20.0%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
May 07, 2025 Q1 2025 |
159,260
shares
|
$14.2 Million
0.53% of portfolio
|
Q1 2025
Reduced 5.7%
|
|
|
Umb Bank, N.A.
|
Apr 14, 2025 Q1 2025 |
159,083
shares
|
$14.2 Million
0.22% of portfolio
|
Q1 2025
Reduced 0.77%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
158,793
shares
|
$14.1 Million
0.05% of portfolio
|
Q1 2025
Reduced 24.72%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
157,572
shares
|
$14 Million
0.31% of portfolio
|
Q1 2025
Added 79.39%
|
|
|
Rvw Wealth, LLC
|
May 08, 2025 Q1 2025 |
154,093
shares
|
$13.7 Million
1.29% of portfolio
|
Q1 2025
Reduced 26.76%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
154,042
shares
|
$13.7 Million
3.5% of portfolio
|
Q4 2024
Added 17.47%
|
|
|
Mcf Advisors LLC
Covington, KY |
May 06, 2025 Q1 2025 |
152,514
shares
|
$13.6 Million
0.9% of portfolio
|
Q1 2025
Reduced 12.91%
|
|
|
Ascent Group, LLC
|
May 15, 2025 Q1 2025 |
149,898
shares
|
$13.4 Million
0.54% of portfolio
|
Q1 2025
Added 4154.84%
|
|
|
Shulman De Meo Asset Management LLC
|
Apr 09, 2025 Q1 2025 |
149,407
shares
|
$13.3 Million
3.46% of portfolio
|
Q1 2025
Reduced 0.82%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
May 14, 2025 Q1 2025 |
147,320
shares
|
$13.1 Million
1.47% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
147,085
shares
|
$13.1 Million
0.08% of portfolio
|
Q1 2025
Reduced 2.01%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
May 13, 2025 Q1 2025 |
146,946
shares
|
$13.1 Million
0.45% of portfolio
|
Q1 2025
Reduced 4.89%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
146,622
shares
|
$13.1 Million
0.37% of portfolio
|
Q1 2025
Added 8.96%
|