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 |
---|---|---|---|---|---|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
17,717
shares
|
$1.58 Million
0.02% of portfolio
|
Q1 2025
Reduced 27.54%
|
|
Csm Advisors, LLC
Pittsburgh, PA |
May 14, 2025 Q1 2025 |
17,700
shares
|
$1.58 Million
0.08% of portfolio
|
Q1 2025
New holding
|
|
Johnson Financial Group, LLC
Denver, CO |
May 12, 2025 Q1 2025 |
17,686
shares
|
$1.58 Million
0.15% of portfolio
|
Q1 2025
Added 366.16%
|
|
Steph & CO
|
Apr 23, 2025 Q1 2025 |
17,666
shares
|
$1.57 Million
0.6% of portfolio
|
Q1 2025
Reduced 14.1%
|
|
Alpha Cubed Investments, LLC
|
Apr 29, 2025 Q1 2025 |
17,609
shares
|
$1.57 Million
0.06% of portfolio
|
Q1 2025
Reduced 64.35%
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
May 08, 2025 Q1 2025 |
17,497
shares
|
$1.56 Million
0.04% of portfolio
|
Q1 2025
Added 4.07%
|
|
Genesis Wealth Advisors, LLC
Braintree, MA |
May 05, 2025 Q1 2025 |
17,464
shares
|
$1.56 Million
1.16% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
Trust Point Inc.
La Crosse, WI |
Apr 17, 2025 Q1 2025 |
17,456
shares
|
$1.55 Million
0.13% of portfolio
|
Q4 2024
Added 29.41%
|
|
Moloney Securities Asset Management, LLC
|
Apr 30, 2025 Q1 2025 |
17,383
shares
|
$1.55 Million
0.21% of portfolio
|
Q1 2025
Added 20.18%
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
17,303
shares
|
$1.54 Million
0.18% of portfolio
|
Q3 2022
Reduced 7.33%
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
17,042
shares
|
$1.52 Million
0.05% of portfolio
|
Q1 2023
Reduced 2.22%
|
|
Fiduciary Alliance LLC
Greenville, SC |
Apr 09, 2025 Q1 2025 |
16,995
shares
|
$1.51 Million
0.14% of portfolio
|
Q1 2025
New holding
|
|
Davis R M Inc
Portland, ME |
May 08, 2025 Q1 2025 |
16,974
shares
|
$1.51 Million
0.03% of portfolio
|
Q1 2025
Reduced 2.78%
|
|
1832 Asset Management L.P.
Toronto, A6 |
May 14, 2025 Q1 2025 |
16,933
shares
|
$1.51 Million
0.0% of portfolio
|
Q1 2025
Reduced 60.89%
|
|
Cm Wealth Advisors LLC
Beachwood, OH |
Apr 24, 2025 Q1 2025 |
16,835
shares
|
$1.5 Million
0.44% of portfolio
|
Q4 2024
Reduced 42.94%
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
May 08, 2025 Q1 2025 |
16,705
shares
|
$1.49 Million
0.12% of portfolio
|
Q1 2025
Reduced 6.89%
|
|
Evergreen Capital Management LLC
Bellevue, WA |
May 15, 2025 Q1 2025 |
16,655
shares
|
$1.48 Million
0.05% of portfolio
|
Q1 2025
Added 1.55%
|
|
North Star Investment Management Corp.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
16,654
shares
|
$1.48 Million
0.1% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
16,653
shares
|
$1.48 Million
0.01% of portfolio
|
Q1 2025
Added 9.19%
|
|
Riverbridge Partners LLC
|
Apr 21, 2025 Q1 2025 |
16,647
shares
|
$1.48 Million
0.02% of portfolio
|
Q1 2025
Reduced 47.44%
|
|
Aegis Wealth Management LLC
Bethesda, MD |
May 08, 2025 Q1 2025 |
16,632
shares
|
$1.48 Million
0.8% of portfolio
|
Q1 2025
Added 41.77%
|
|
Fullen Financial Group
|
May 30, 2023 Q1 2023 |
16,562
shares
|
$1.48 Million
0.64% of portfolio
|
Q1 2023
Reduced 1.5%
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
16,515
shares
|
$1.47 Million
0.14% of portfolio
|
Q2 2022
Reduced 9.41%
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
16,513
shares
|
$1.47 Million
0.07% of portfolio
|
Q1 2025
Reduced 5.03%
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
16,471
shares
|
$1.47 Million
0.15% of portfolio
|
Q1 2025
Reduced 0.6%
|