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 |
|---|---|---|---|---|---|
|
Ahl Investment Management, Inc.
|
Apr 14, 2025 Q1 2025 |
3,869
shares
|
$344,650
0.22% of portfolio
|
Q4 2024
Reduced 1.05%
|
|
|
Ritholtz Wealth Management
|
Apr 16, 2025 Q1 2025 |
3,863
shares
|
$344,116
0.01% of portfolio
|
Q1 2025
Added 0.55%
|
|
|
Bull Street Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
3,853
shares
|
$343,225
0.15% of portfolio
|
Q2 2021
Reduced 2.87%
|
|
|
Redw Wealth LLC
|
Apr 29, 2025 Q1 2025 |
3,852
shares
|
$343,136
0.12% of portfolio
|
Q1 2025
Reduced 4.04%
|
|
|
Shore Haven Wealth Partners, LLC
|
May 06, 2025 Q1 2025 |
3,826
shares
|
$340,820
0.16% of portfolio
|
Q1 2025
Reduced 10.38%
|
|
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
Apr 23, 2025 Q1 2025 |
3,800
shares
|
$338,504
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
3,796
shares
|
$338,147
0.07% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
May 09, 2025 Q1 2025 |
3,756
shares
|
$334,584
0.12% of portfolio
|
Q4 2023
Reduced 26.06%
|
|
|
Bank Plus Trust Department
Jackson, MS |
May 01, 2025 Q1 2025 |
3,744
shares
|
$333,515
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Kohmann Bosshard Financial Services, LLC
|
May 12, 2025 Q1 2025 |
3,736
shares
|
$332,802
0.04% of portfolio
|
Q4 2024
Added 5.36%
|
|
|
Piscataqua Savings Bank
|
Apr 11, 2025 Q1 2025 |
3,735
shares
|
$332,713
0.28% of portfolio
|
Q1 2025
Added 408.16%
|
|
|
Claro Advisors LLC
Boston, MA |
May 12, 2025 Q1 2025 |
3,735
shares
|
$332,713
0.05% of portfolio
|
Q1 2025
Reduced 66.12%
|
|
|
Keystone Global Partners, LLC
Denver, CO |
May 13, 2025 Q1 2025 |
3,732
shares
|
$332,446
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
3,725
shares
|
$331,823
0.06% of portfolio
|
Q2 2022
Reduced 19.89%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
3,714
shares
|
$330,843
0.18% of portfolio
|
Q4 2022
New holding
|
|
|
One8zero8, LLC
Greensboro, NC |
May 07, 2025 Q1 2025 |
3,703
shares
|
$329,863
0.07% of portfolio
|
Q1 2025
Reduced 4.22%
|
|
|
Ami Investment Management Inc
Kendallville, IN |
Apr 10, 2025 Q1 2025 |
3,700
shares
|
$329,596
0.11% of portfolio
|
Q1 2025
Reduced 0.94%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
3,693
shares
|
$328,972
0.02% of portfolio
|
Q1 2025
Added 2.3%
|
|
|
Morling Financial Advisors, LLC
|
May 06, 2025 Q1 2025 |
3,692
shares
|
$328,883
0.11% of portfolio
|
Q1 2025
Added 1.93%
|
|
|
Joseph Group Capital Management
Columbus, OH |
Apr 30, 2025 Q1 2025 |
3,687
shares
|
$328,437
0.12% of portfolio
|
Q1 2025
Reduced 16.81%
|
|
|
Cortland Associates Inc
|
May 01, 2025 Q1 2025 |
3,677
shares
|
$327,547
0.04% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Next Level Private LLC
Harrison, NY |
Apr 11, 2025 Q1 2025 |
3,673
shares
|
$327,190
0.12% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
May 27, 2025 Q1 2025 |
3,659
shares
|
$325,943
0.0% of portfolio
|
Q1 2025
Reduced 19.9%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
3,631
shares
|
$323,449
0.02% of portfolio
|
Q1 2025
Reduced 23.22%
|
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Apr 29, 2025 Q1 2025 |
3,612
shares
|
$321,756
0.15% of portfolio
|
Q1 2025
Reduced 3.22%
|