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 |
|---|---|---|---|---|---|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
10,048
shares
|
$895,075
0.12% of portfolio
|
Q3 2024
Reduced 4.09%
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
10,031
shares
|
$893,561
0.14% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
Essex Savings Bank
|
Apr 21, 2025 Q1 2025 |
10,029
shares
|
$893,383
0.2% of portfolio
|
Q1 2025
Reduced 5.3%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Apr 22, 2025 Q1 2025 |
9,993
shares
|
$890,176
0.05% of portfolio
|
Q1 2025
Reduced 10.05%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
9,975
shares
|
$888,573
0.04% of portfolio
|
Q2 2022
Added 43.36%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
May 14, 2025 Q1 2025 |
9,936
shares
|
$885,098
0.13% of portfolio
|
Q1 2025
Added 0.8%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
May 13, 2025 Q1 2025 |
9,930
shares
|
$884,564
0.34% of portfolio
|
Q1 2025
Added 243.6%
|
|
|
Oakworth Capital, Inc.
|
Apr 24, 2025 Q1 2025 |
9,905
shares
|
$882,337
0.06% of portfolio
|
Q4 2024
Added 1959.25%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
9,896
shares
|
$881,535
0.05% of portfolio
|
Q1 2025
Added 52.57%
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Apr 18, 2025 Q1 2025 |
9,886
shares
|
$880,644
0.3% of portfolio
|
Q1 2025
Reduced 3.01%
|
|
|
Beirne Wealth Consulting Services, LLC
|
May 01, 2025 Q1 2025 |
9,860
shares
|
$878,328
0.29% of portfolio
|
Q1 2025
Added 4.05%
|
|
|
Deroy & Devereaux Private Investment Counsel Inc
|
Apr 29, 2025 Q1 2025 |
9,850
shares
|
$877,438
0.05% of portfolio
|
Q2 2023
Added 24.68%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
May 13, 2025 Q1 2025 |
9,809
shares
|
$873,785
0.65% of portfolio
|
Q1 2025
Reduced 1.01%
|
|
|
Wealthgate Family Office, LLC
|
Nov 08, 2024 Q3 2024 |
9,801
shares
|
$873,073
2.28% of portfolio
|
Q2 2024
Added 0.19%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
9,799
shares
|
$872,894
0.02% of portfolio
|
Q1 2025
Reduced 26.6%
|
|
|
Peterson Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
9,776
shares
|
$870,846
0.16% of portfolio
|
Q1 2025
Reduced 2.36%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
9,765
shares
|
$869,866
0.29% of portfolio
|
Q1 2024
Reduced 0.36%
|
|
|
Landmark Financial Advisors, LLC
|
Feb 13, 2024 Q4 2023 |
9,753
shares
|
$868,797
0.27% of portfolio
|
Q4 2023
Reduced 5.64%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
May 15, 2025 Q1 2025 |
9,750
shares
|
$868,530
0.2% of portfolio
|
Q4 2022
Reduced 7.14%
|
|
|
Berkshire Bank
|
Apr 17, 2025 Q1 2025 |
9,705
shares
|
$864,521
0.2% of portfolio
|
Q1 2025
Reduced 2.02%
|
|
|
Boston Family Office LLC
Boston, MA |
May 13, 2025 Q1 2025 |
9,697
shares
|
$863,808
0.06% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
Cypress Financial Planning LLC
|
Apr 09, 2025 Q1 2025 |
9,693
shares
|
$863,452
0.29% of portfolio
|
Q1 2025
Added 1.74%
|
|
|
Park Capital Management, LLC / Wi
Madison, WI |
Apr 22, 2025 Q1 2025 |
9,689
shares
|
$863,096
0.93% of portfolio
|
Q1 2025
Reduced 16.58%
|
|
|
Marietta Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
9,688
shares
|
$863,007
0.12% of portfolio
|
Q4 2024
Reduced 2.89%
|
|
|
Burney CO
Reston, VA |
May 06, 2025 Q1 2025 |
9,663
shares
|
$860,780
0.03% of portfolio
|
Q1 2025
Added 3.99%
|