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 |
|---|---|---|---|---|---|
|
Wealthstream Advisors, Inc.
|
May 07, 2025 Q1 2025 |
4,068
shares
|
$362,377
0.06% of portfolio
|
Q4 2023
Added 1.24%
|
|
|
Family Management Corp
New York, NY |
May 15, 2025 Q1 2025 |
4,030
shares
|
$358,992
0.06% of portfolio
|
Q1 2025
Reduced 18.72%
|
|
|
S.A. Mason LLC
|
Apr 23, 2025 Q1 2025 |
4,024
shares
|
$358,457
0.18% of portfolio
|
Q4 2024
Reduced 4.73%
|
|
|
True Private Wealth Advisors
|
May 15, 2025 Q1 2025 |
4,022
shares
|
$358,279
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
May 06, 2025 Q1 2025 |
4,016
shares
|
$357,745
0.13% of portfolio
|
Q1 2025
Reduced 1.27%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
4,003
shares
|
$356,587
0.03% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Apr 21, 2025 Q1 2025 |
4,002
shares
|
$356,498
0.14% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
May 15, 2025 Q1 2025 |
4,000
shares
|
$356,320
0.22% of portfolio
|
Q3 2024
Added 5.26%
|
|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Apr 10, 2025 Q1 2025 |
3,988
shares
|
$355,251
0.05% of portfolio
|
Q1 2023
Reduced 39.57%
|
|
|
Archetype Wealth Partners
Houston, TX |
May 14, 2025 Q1 2025 |
3,988
shares
|
$355,251
0.05% of portfolio
|
Q1 2025
Reduced 3.95%
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
3,951
shares
|
$351,955
0.05% of portfolio
|
Q1 2025
Reduced 1.32%
|
|
|
Sageworth Trust CO
|
Apr 28, 2025 Q1 2025 |
3,949
shares
|
$351,776
0.02% of portfolio
|
Q1 2025
Reduced 87.8%
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Apr 17, 2025 Q1 2025 |
3,948
shares
|
$351,687
0.06% of portfolio
|
Q1 2025
Reduced 0.5%
|
|
|
Valley Financial Group, Inc.
Ambler, PA |
May 14, 2025 Q1 2025 |
3,946
shares
|
$351,509
0.21% of portfolio
|
Q1 2024
Reduced 31.12%
|
|
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
Apr 22, 2025 Q1 2025 |
3,937
shares
|
$350,707
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Carrera Capital Advisors
Troy, MI |
May 07, 2025 Q1 2025 |
3,929
shares
|
$349,995
0.07% of portfolio
|
Q1 2025
Reduced 11.43%
|
|
|
Ipswich Investment Management Co., Inc.
|
Apr 16, 2025 Q1 2025 |
3,925
shares
|
$349,639
0.08% of portfolio
|
Q1 2025
Reduced 13.24%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
May 01, 2025 Q1 2025 |
3,925
shares
|
$349,639
0.03% of portfolio
|
Q4 2024
Added 5.97%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
May 07, 2025 Q1 2025 |
3,921
shares
|
$349,282
0.03% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Vahanian & Associates Financial Planning Inc.
|
Jan 24, 2024 Q4 2023 |
3,900
shares
|
$347,412
1.2% of portfolio
|
Q4 2023
Reduced 33.9%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Apr 16, 2025 Q1 2025 |
3,891
shares
|
$346,610
0.16% of portfolio
|
Q4 2024
Added 42.95%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Apr 28, 2025 Q1 2025 |
3,887
shares
|
$346,253
0.03% of portfolio
|
Q1 2025
Reduced 6.16%
|
|
|
Sentinus, LLC
Oak Brook, IL |
May 15, 2025 Q1 2025 |
3,887
shares
|
$346,253
0.1% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Rtd Financial Advisors, Inc.
|
Apr 16, 2025 Q1 2025 |
3,883
shares
|
$345,897
0.04% of portfolio
|
Q1 2025
Reduced 31.25%
|
|
|
Leo Wealth, LLC
Hurst, TX |
May 02, 2025 Q1 2025 |
3,872
shares
|
$344,917
0.05% of portfolio
|
Q1 2025
Reduced 52.4%
|