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 |
|---|---|---|---|---|---|
|
Lgl Partners, LLC
West Conshohocken, PA |
May 15, 2025 Q1 2025 |
120,326
shares
|
$10.7 Million
4.91% of portfolio
|
Q1 2025
Reduced 9.99%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
120,322
shares
|
$10.7 Million
0.06% of portfolio
|
Q1 2025
Reduced 1.78%
|
|
|
Heritage Investors Management Corp
|
May 05, 2025 Q1 2025 |
120,233
shares
|
$10.7 Million
0.34% of portfolio
|
Q1 2025
Reduced 1.12%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Apr 17, 2025 Q1 2025 |
119,857
shares
|
$10.7 Million
2.72% of portfolio
|
Q1 2025
Added 0.66%
|
|
|
Belmont Capital, LLC
|
May 15, 2025 Q1 2025 |
119,023
shares
|
$10.6 Million
1.8% of portfolio
|
Q2 2024
Reduced 2.94%
|
|
|
West Coast Financial LLC
|
Apr 10, 2025 Q1 2025 |
118,371
shares
|
$10.5 Million
1.12% of portfolio
|
Q1 2025
Added 0.85%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
117,734
shares
|
$10.5 Million
0.15% of portfolio
|
Q1 2025
Reduced 28.0%
|
|
|
Steel Peak Wealth Management LLC
|
Apr 30, 2025 Q1 2025 |
117,612
shares
|
$10.5 Million
0.41% of portfolio
|
Q1 2025
Added 10.57%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
117,319
shares
|
$10.5 Million
0.3% of portfolio
|
Q1 2025
Reduced 8.17%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
May 13, 2025 Q1 2025 |
116,876
shares
|
$10.4 Million
0.23% of portfolio
|
Q1 2025
Added 1.76%
|
|
|
Mechanics Financial Corp
|
May 02, 2025 Q1 2025 |
116,744
shares
|
$10.4 Million
4.39% of portfolio
|
Q1 2025
Reduced 0.85%
|
|
|
Washington Trust CO
|
Apr 25, 2025 Q1 2025 |
116,439
shares
|
$10.4 Million
0.37% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
|
Monterey Private Wealth, Inc.
|
May 14, 2025 Q1 2025 |
115,777
shares
|
$10.3 Million
2.8% of portfolio
|
Q1 2025
Reduced 1.27%
|
|
|
Canton Hathaway, LLC
|
Apr 22, 2025 Q1 2025 |
115,649
shares
|
$10.3 Million
1.91% of portfolio
|
Q1 2022
Reduced 10.93%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
115,243
shares
|
$10.3 Million
0.16% of portfolio
|
Q3 2024
Added 1.47%
|
|
|
Laird Norton Trust Company, LLC
|
May 15, 2025 Q1 2025 |
114,828
shares
|
$10.2 Million
1.51% of portfolio
|
Q4 2024
Reduced 8.3%
|
|
|
Crestwood Advisors Group LLC
|
May 05, 2025 Q1 2025 |
114,471
shares
|
$10.2 Million
0.18% of portfolio
|
Q1 2025
Reduced 17.01%
|
|
|
Oldfather Financial Services, LLC
|
May 01, 2025 Q1 2025 |
113,675
shares
|
$10.1 Million
3.53% of portfolio
|
Q1 2025
Added 8.93%
|
|
|
Aua Capital Management, LLC
Camp Hill, PA |
Apr 09, 2025 Q1 2025 |
112,666
shares
|
$10 Million
6.06% of portfolio
|
Q1 2025
Added 3.28%
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
112,572
shares
|
$10 Million
4.97% of portfolio
|
Q2 2024
Reduced 2.54%
|
|
|
Emerson Wealth, LLC
|
Aug 03, 2022 Q2 2022 |
112,194
shares
|
$9.99 Million
0.83% of portfolio
|
Q2 2022
Added 1.35%
|
|
|
Cim Investment Management Inc
Pittsburgh, PA |
Jun 02, 2025 Q1 2025 |
111,818
shares
|
$9.96 Million
2.13% of portfolio
|
Q1 2025
Added 99.43%
|
|
|
Gray Private Wealth, LLC
Canton, MA |
Apr 23, 2025 Q1 2025 |
111,542
shares
|
$9.94 Million
5.49% of portfolio
|
Q1 2025
Added 4.4%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Apr 10, 2025 Q1 2025 |
111,529
shares
|
$9.94 Million
4.66% of portfolio
|
Q1 2025
Reduced 18.61%
|
|
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
Apr 24, 2025 Q1 2025 |
111,304
shares
|
$9.91 Million
8.44% of portfolio
|
Q1 2025
Added 3.23%
|