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 |
|---|---|---|---|---|---|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
40,739
shares
|
$3.88 Million
0.02% of portfolio
|
Q3 2025
Added 50.91%
|
|
|
Xml Financial, LLC
|
Oct 20, 2025 Q3 2025 |
40,727
shares
|
$3.88 Million
0.32% of portfolio
|
Q3 2025
Reduced 2.82%
|
|
|
Signature Securities Group Corporation
|
Jan 13, 2026 Q4 2025 |
40,720
shares
|
$3.88 Million
1.32% of portfolio
|
Q4 2025
Reduced 36.83%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
40,612
shares
|
$3.87 Million
0.0% of portfolio
|
Q4 2024
Added 47.68%
|
|
|
Staley Capital Advisers Inc
|
Nov 12, 2025 Q3 2025 |
40,500
shares
|
$3.86 Million
0.16% of portfolio
|
Q2 2025
Added 1.25%
|
|
|
Ramiah Investment Group
Brookfield, WI |
Oct 23, 2025 Q3 2025 |
40,340
shares
|
$3.84 Million
3.72% of portfolio
|
Q3 2025
New holding
|
|
|
Sheets Smith Wealth Management
|
Jan 20, 2026 Q4 2025 |
40,250
shares
|
$3.83 Million
0.44% of portfolio
|
Q4 2025
Reduced 2.31%
|
|
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
40,051
shares
|
$3.82 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.26%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
40,027
shares
|
$3.81 Million
0.22% of portfolio
|
Q4 2022
Added 2.67%
|
|
|
Curbstone Financial Management Corp
|
Oct 15, 2025 Q3 2025 |
39,833
shares
|
$3.79 Million
0.72% of portfolio
|
Q3 2025
Added 3.37%
|
|
|
Thrive Wealth Management, LLC
|
Jan 12, 2026 Q4 2025 |
39,831
shares
|
$3.79 Million
0.58% of portfolio
|
Q4 2025
Added 3.81%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 21, 2025 Q3 2025 |
39,567
shares
|
$3.77 Million
0.42% of portfolio
|
Q3 2025
Added 11.01%
|
|
|
Rex Capital Advisors, LLC
Providence, RI |
Feb 13, 2023 Q4 2022 |
39,499
shares
|
$3.76 Million
1.7% of portfolio
|
Q4 2022
New holding
|
|
|
Allen Investment Management LLC
|
Nov 05, 2025 Q3 2025 |
39,387
shares
|
$3.75 Million
0.04% of portfolio
|
Q3 2025
Added 2.62%
|
|
|
Pfw Advisors LLC
Atlanta, GA |
Jan 12, 2026 Q4 2025 |
39,335
shares
|
$3.75 Million
1.14% of portfolio
|
Q4 2025
Reduced 3.5%
|
|
|
Hengehold Capital Management LLC
|
Jan 15, 2026 Q4 2025 |
39,191
shares
|
$3.73 Million
0.34% of portfolio
|
Q4 2025
Reduced 0.03%
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
39,011
shares
|
$3.72 Million
0.84% of portfolio
|
Q3 2023
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
38,997
shares
|
$3.71 Million
0.04% of portfolio
|
Q3 2025
Reduced 0.91%
|
|
|
Pinnacle Associates LTD
|
Nov 12, 2025 Q3 2025 |
38,931
shares
|
$3.71 Million
0.05% of portfolio
|
Q3 2025
Added 2.45%
|
|
|
Bridgewater Advisors Inc.
|
Nov 07, 2025 Q3 2025 |
38,926
shares
|
$3.71 Million
0.27% of portfolio
|
Q3 2025
Reduced 3.6%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
38,466
shares
|
$3.66 Million
0.09% of portfolio
|
Q2 2020
Reduced 10.7%
|
|
|
Arcadia Investment Management Corp
|
Oct 27, 2025 Q3 2025 |
38,078
shares
|
$3.63 Million
0.55% of portfolio
|
Q3 2025
Reduced 1.9%
|
|
|
Pettinga Financial Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
38,006
shares
|
$3.62 Million
0.74% of portfolio
|
Q3 2025
Reduced 3.5%
|
|
|
New England Guild Wealth Advisors, Inc.
|
Jan 11, 2023 Q4 2022 |
37,952
shares
|
$3.62 Million
1.31% of portfolio
|
Q4 2022
Added 0.0%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Oct 31, 2025 Q3 2025 |
37,893
shares
|
$3.61 Million
0.44% of portfolio
|
Q3 2025
Reduced 3.16%
|
|