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 |
|---|---|---|---|---|---|
|
Cahaba Wealth Management, Inc.
|
Jan 07, 2026 Q4 2025 |
14,941
shares
|
$1.42 Million
0.11% of portfolio
|
Q4 2025
Added 1.64%
|
|
|
Sunburst Financial Group, LLC
|
Oct 17, 2025 Q3 2025 |
14,929
shares
|
$1.42 Million
0.31% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
Hexagon Capital Partners LLC
|
Nov 13, 2025 Q3 2025 |
14,917
shares
|
$1.42 Million
0.28% of portfolio
|
Q3 2025
Reduced 0.75%
|
|
|
Csm Advisors, LLC
Pittsburgh, PA |
Nov 14, 2025 Q3 2025 |
14,900
shares
|
$1.42 Million
0.04% of portfolio
|
Q2 2025
Reduced 15.82%
|
|
|
David Katz
Matrix Asset Advisors Inc
|
Jan 16, 2026 Q4 2025 |
14,854
shares
|
$1.41 Million
0.14% of portfolio
|
Q4 2025
Added 0.2%
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
14,850
shares
|
$1.41 Million
0.07% of portfolio
|
Q3 2022
Reduced 0.34%
|
|
|
Sterling Investment Advisors, Ltd.
|
Oct 28, 2025 Q3 2025 |
14,844
shares
|
$1.41 Million
0.3% of portfolio
|
Q3 2025
Added 19.46%
|
|
|
Stone Asset Management Inc.
|
Apr 17, 2023 Q1 2023 |
14,842
shares
|
$1.41 Million
1.7% of portfolio
|
Q1 2023
Reduced 77.9%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
14,808
shares
|
$1.41 Million
0.03% of portfolio
|
Q3 2025
Added 8.61%
|
|
|
Mainsail Asset Management, LLC
Birmingham, AL |
Oct 28, 2025 Q3 2025 |
14,800
shares
|
$1.41 Million
0.61% of portfolio
|
Q3 2025
New holding
|
|
|
Summit Tx Capital, L.P.
Fort Worth, TX |
Nov 14, 2025 Q3 2025 |
14,795
shares
|
$1.41 Million
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Avantax Planning Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
14,777
shares
|
$1.41 Million
0.04% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
14,735
shares
|
$1.4 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.96%
|
|
|
Bahl & Gaynor Inc
|
Nov 12, 2025 Q3 2025 |
14,726
shares
|
$1.4 Million
0.01% of portfolio
|
Q3 2025
Added 15.51%
|
|
|
Deroy & Devereaux Private Investment Counsel Inc
|
Oct 28, 2025 Q3 2025 |
14,600
shares
|
$1.39 Million
0.07% of portfolio
|
Q3 2025
Added 48.22%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
14,570
shares
|
$1.39 Million
0.02% of portfolio
|
Q3 2022
Reduced 19.47%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Oct 31, 2025 Q3 2025 |
14,531
shares
|
$1.38 Million
0.22% of portfolio
|
Q3 2025
Added 6.07%
|
|
|
Hudson Portfolio Management LLC
Garrison, NY |
Nov 14, 2025 Q3 2025 |
14,499
shares
|
$1.38 Million
1.21% of portfolio
|
Q3 2025
Added 6.31%
|
|
|
Emprise Bank
Wichita, KS |
Oct 16, 2025 Q3 2025 |
14,452
shares
|
$1.38 Million
0.58% of portfolio
|
Q2 2024
Reduced 25.2%
|
|
|
Texas Capital Bancshares Inc
|
Nov 13, 2025 Q3 2025 |
14,441
shares
|
$1.38 Million
0.54% of portfolio
|
Q3 2025
Reduced 0.89%
|
|
|
Franklin, Parlapiano, Turner & Welch, LLC
|
Oct 23, 2025 Q3 2025 |
14,369
shares
|
$1.37 Million
0.34% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
14,368
shares
|
$1.37 Million
0.14% of portfolio
|
Q3 2025
Added 39.73%
|
|
|
Financial Partners Group, LLC
Gallatin, TN |
Jul 16, 2025 Q2 2025 |
14,335
shares
|
$1.37 Million
0.46% of portfolio
|
Q2 2025
Reduced 57.44%
|
|
|
Private Client Services, LLC
Louisville, KY |
Jan 07, 2026 Q4 2025 |
14,316
shares
|
$1.36 Million
0.43% of portfolio
|
Q4 2025
Added 1.65%
|
|
|
Tci Wealth Advisors, Inc.
|
Oct 10, 2025 Q3 2025 |
14,302
shares
|
$1.36 Million
0.09% of portfolio
|
Q3 2025
Added 1.46%
|
|