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 2,196 institutions that hold shares in the stock, with a total of 599 Million shares, which have been reported (via 13F filing form) to have a value of $49 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Windward Private Wealth Management Inc.
|
Jan 29, 2025 Q4 2024 |
3,350
shares
|
$274,465
0.1% of portfolio
|
Q2 2024
Reduced 2.59%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Feb 14, 2025 Q4 2024 |
3,345
shares
|
$274,055
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Performance Advisors LLP
|
Jan 31, 2025 Q4 2024 |
3,343
shares
|
$273,891
0.08% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Motive Wealth Advisors
|
Jan 21, 2025 Q4 2024 |
3,343
shares
|
$273,891
0.14% of portfolio
|
Q1 2024
New holding
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
3,339
shares
|
$273,564
0.06% of portfolio
|
Q4 2023
Reduced 5.65%
|
|
|
M.E. Allison & Co., Inc.
San Antonio, TX |
Jan 16, 2025 Q4 2024 |
3,337
shares
|
$273,400
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Feb 03, 2025 Q4 2024 |
3,328
shares
|
$272,663
0.15% of portfolio
|
Q4 2024
Reduced 86.9%
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
Feb 14, 2025 Q4 2024 |
3,325
shares
|
$272,417
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
W.G. Shaheen & Associates Dba Whitney & CO
|
Feb 04, 2025 Q4 2024 |
3,300
shares
|
$270,369
0.03% of portfolio
|
Q1 2024
Reduced 4.35%
|
|
|
Montag & Caldwell, LLC
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
3,298
shares
|
$270,205
0.05% of portfolio
|
Q4 2024
Reduced 71.17%
|
|
|
High Mark Wealth Management LLC
|
Jan 31, 2025 Q4 2024 |
3,297
shares
|
$270,123
0.14% of portfolio
|
Q3 2023
Added 0.18%
|
|
|
Chilton Investment CO Inc.
Stamford, CT |
Feb 14, 2025 Q4 2024 |
3,281
shares
|
$268,812
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Financial Advisors, LLC
Andover, MA |
Jan 15, 2025 Q4 2024 |
3,274
shares
|
$268,238
0.05% of portfolio
|
Q3 2024
Added 8.73%
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Dec 09, 2024 Q3 2024 |
3,274
shares
|
$268,238
0.25% of portfolio
|
Q3 2024
New holding
|
|
|
Bigelow Investment Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
3,248
shares
|
$266,108
0.12% of portfolio
|
Q3 2024
Reduced 4.27%
|
|
|
Augustine Asset Management Inc
|
Jan 29, 2025 Q4 2024 |
3,239
shares
|
$265,371
0.07% of portfolio
|
Q4 2024
Added 0.75%
|
|
|
Riversedge Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
3,225
shares
|
$264,224
0.06% of portfolio
|
Q4 2023
Reduced 21.26%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Jan 17, 2025 Q4 2024 |
3,225
shares
|
$264,224
0.16% of portfolio
|
Q1 2024
New holding
|
|
|
Sfg Wealth Management, Llc.
|
Jan 16, 2025 Q4 2024 |
3,206
shares
|
$262,667
0.13% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
17 Capital Partners, LLC
|
Jan 28, 2025 Q4 2024 |
3,199
shares
|
$262,094
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jan 16, 2025 Q4 2024 |
3,196
shares
|
$261,848
0.09% of portfolio
|
Q4 2022
New holding
|
|
|
Occidental Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
3,187
shares
|
$261,110
0.04% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Jan 22, 2025 Q4 2024 |
3,185
shares
|
$260,947
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
3,174
shares
|
$260,045
0.05% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Sonata Capital Group Inc
|
Jan 29, 2025 Q4 2024 |
3,167
shares
|
$259,472
0.1% of portfolio
|
Q3 2024
Reduced 22.4%
|