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 |
|---|---|---|---|---|---|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
140,511
shares
|
$13.4 Million
8.21% of portfolio
|
Q2 2023
Reduced 4.06%
|
|
|
Waters Parkerson & Co., LLC
|
Oct 28, 2025 Q3 2025 |
140,418
shares
|
$13.4 Million
0.67% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
139,724
shares
|
$13.3 Million
6.24% of portfolio
|
Q4 2023
Added 2.24%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Jan 07, 2026 Q4 2025 |
139,192
shares
|
$13.3 Million
2.82% of portfolio
|
Q4 2025
Added 0.08%
|
|
|
Adviser Investments LLC
|
Nov 10, 2025 Q3 2025 |
136,693
shares
|
$13 Million
0.15% of portfolio
|
Q3 2025
Added 52.49%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Oct 28, 2025 Q3 2025 |
136,559
shares
|
$13 Million
0.15% of portfolio
|
Q3 2025
Added 4.6%
|
|
|
Chesley Taft & Associates LLC
|
Jan 14, 2026 Q4 2025 |
135,818
shares
|
$12.9 Million
0.52% of portfolio
|
Q4 2025
Added 12.79%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
134,836
shares
|
$12.8 Million
1.34% of portfolio
|
Q3 2024
Reduced 3.81%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 12, 2025 Q3 2025 |
134,737
shares
|
$12.8 Million
0.39% of portfolio
|
Q3 2025
Reduced 3.72%
|
|
|
Baker Avenue Asset Management, LP
|
Oct 30, 2025 Q3 2025 |
134,384
shares
|
$12.8 Million
0.25% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 07, 2025 Q3 2025 |
134,286
shares
|
$12.8 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.27%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Oct 14, 2025 Q3 2025 |
134,023
shares
|
$12.8 Million
0.46% of portfolio
|
Q3 2025
Reduced 4.21%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
133,571
shares
|
$12.7 Million
0.06% of portfolio
|
Q3 2025
Added 10.2%
|
|
|
Amarillo National Bank
|
Oct 16, 2025 Q3 2025 |
133,244
shares
|
$12.7 Million
2.19% of portfolio
|
Q3 2025
Reduced 1.01%
|
|
|
Spire Wealth Management
|
Jan 14, 2026 Q4 2025 |
133,051
shares
|
$12.7 Million
0.45% of portfolio
|
Q4 2025
Reduced 3.26%
|
|
|
Sns Financial Group, LLC
|
Nov 12, 2025 Q3 2025 |
133,037
shares
|
$12.7 Million
1.1% of portfolio
|
Q3 2025
Reduced 3.97%
|
|
|
Glovista Investments LLC
Jersey City, NJ |
Feb 12, 2024 Q4 2023 |
133,017
shares
|
$12.7 Million
4.66% of portfolio
|
Q4 2023
New holding
|
|
|
Wesbanco Bank Inc
|
Nov 06, 2025 Q3 2025 |
132,260
shares
|
$12.6 Million
0.35% of portfolio
|
Q3 2025
Added 1.58%
|
|
|
Harvest Investment Advisors, LLC
Tallahassee, FL |
Aug 13, 2025 Q2 2025 |
131,472
shares
|
$12.5 Million
7.56% of portfolio
|
Q2 2025
Reduced 0.86%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
Oct 31, 2025 Q3 2025 |
130,751
shares
|
$12.5 Million
0.5% of portfolio
|
Q3 2025
Reduced 61.61%
|
|
|
Wealth Bridge Investment Counsel Inc.
|
Oct 06, 2025 Q3 2025 |
129,975
shares
|
$12.4 Million
3.74% of portfolio
|
Q2 2025
Reduced 0.76%
|
|
|
Credit Agricole S A
|
Nov 14, 2025 Q3 2025 |
129,855
shares
|
$12.4 Million
0.03% of portfolio
|
Q3 2025
Reduced 10.86%
|
|
|
Park Avenue Securities LLC
|
Jan 05, 2026 Q4 2025 |
129,646
shares
|
$12.4 Million
0.11% of portfolio
|
Q4 2025
Added 1.44%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
129,338
shares
|
$12.3 Million
1.2% of portfolio
|
Q2 2024
Added 2146.23%
|
|
|
Mc Cutchen Group LLC
|
Nov 02, 2022 Q3 2022 |
129,249
shares
|
$12.3 Million
1.56% of portfolio
|
Q2 2022
Added 0.05%
|
|