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 2,218 institutions that hold shares in the stock, with a total of 588 Million shares, which have been reported (via 13F filing form) to have a value of $48.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Alliancebernstein L.P.
New York, NY |
Feb 12, 2025 Q4 2024 |
678,332
shares
|
$55.9 Million
0.02% of portfolio
|
Q4 2024
Added 15.16%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
659,752
shares
|
$54.4 Million
0.13% of portfolio
|
Q4 2024
Reduced 8.49%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
649,098
shares
|
$53.5 Million
3.28% of portfolio
|
Q4 2024
Reduced 1.58%
|
|
|
Bontempo Ohly Capital Mgmt LLC
Bethesda, MD |
Feb 14, 2025 Q4 2024 |
629,528
shares
|
$51.9 Million
23.19% of portfolio
|
Q4 2024
Reduced 1.07%
|
|
|
Hancock Whitney Corp
|
Feb 14, 2025 Q4 2024 |
625,101
shares
|
$51.5 Million
1.52% of portfolio
|
Q4 2024
Reduced 5.6%
|
|
|
Waterway Wealth Management, LLC
The Woodlands, TX |
Feb 05, 2025 Q4 2024 |
619,843
shares
|
$51.1 Million
20.61% of portfolio
|
Q4 2024
Added 7.42%
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
619,031
shares
|
$51 Million
1.32% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
Bank Of Nova Scotia
|
Feb 13, 2025 Q4 2024 |
606,912
shares
|
$50 Million
0.09% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
600,317
shares
|
$49.5 Million
1.14% of portfolio
|
Q4 2024
Reduced 7.1%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Jan 23, 2025 Q4 2024 |
586,905
shares
|
$48.4 Million
0.09% of portfolio
|
Q4 2024
Reduced 7.05%
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
581,495
shares
|
$48 Million
0.54% of portfolio
|
Q4 2024
Added 4.49%
|
|
|
Ht Partners LLC
|
Jan 23, 2025 Q4 2024 |
577,091
shares
|
$47.6 Million
14.84% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
571,359
shares
|
$47.1 Million
1.23% of portfolio
|
Q4 2024
Reduced 11.13%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Feb 04, 2025 Q4 2024 |
571,311
shares
|
$47.1 Million
0.77% of portfolio
|
Q4 2024
Added 10.34%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
564,892
shares
|
$46.6 Million
0.62% of portfolio
|
Q4 2024
Reduced 1.34%
|
|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
562,723
shares
|
$46.4 Million
0.15% of portfolio
|
Q4 2024
Reduced 12.06%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
560,009
shares
|
$46.2 Million
0.43% of portfolio
|
Q4 2024
Added 0.83%
|
|
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
Feb 12, 2025 Q4 2024 |
556,162
shares
|
$45.9 Million
0.03% of portfolio
|
Q4 2024
Reduced 11.94%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
554,800
shares
|
$45.7 Million
0.03% of portfolio
|
Q4 2024
Added 99.55%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
549,553
shares
|
$45.3 Million
4.59% of portfolio
|
Q2 2023
Reduced 1.5%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
543,307
shares
|
$44.8 Million
0.6% of portfolio
|
Q4 2024
Reduced 1.15%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
526,682
shares
|
$43.4 Million
0.32% of portfolio
|
Q4 2024
Reduced 1.46%
|
|
|
Main Street Investment Advisors LLC
|
Feb 14, 2025 Q4 2024 |
525,992
shares
|
$43.4 Million
5.77% of portfolio
|
Q4 2024
Reduced 3.75%
|
|
|
Fiducient Advisors LLC
|
Feb 13, 2025 Q4 2024 |
522,421
shares
|
$43.1 Million
4.88% of portfolio
|
Q4 2024
Added 1.06%
|
|
|
Citizens Financial Group Inc
|
Feb 07, 2025 Q4 2024 |
509,308
shares
|
$42 Million
0.76% of portfolio
|
Q4 2024
Added 2.32%
|