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 |
|---|---|---|---|---|---|
|
Sonata Capital Group Inc
|
Apr 29, 2025 Q1 2025 |
3,414
shares
|
$304,119
0.12% of portfolio
|
Q1 2025
Added 7.8%
|
|
|
Greylin Investment Mangement Inc
|
Jul 19, 2024 Q2 2024 |
3,412
shares
|
$303,940
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Apr 24, 2025 Q1 2025 |
3,412
shares
|
$303,940
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
3,410
shares
|
$303,762
0.04% of portfolio
|
Q2 2024
Reduced 4.8%
|
|
|
Clearbridge Investments, LLC
New York, NY |
May 13, 2025 Q1 2025 |
3,410
shares
|
$303,762
0.0% of portfolio
|
Q1 2025
Reduced 96.89%
|
|
|
Riversedge Advisors, LLC
|
May 01, 2025 Q1 2025 |
3,405
shares
|
$303,317
0.06% of portfolio
|
Q1 2025
Added 5.58%
|
|
|
Tmd Wealth Management, LLC
|
Aug 08, 2024 Q2 2024 |
3,391
shares
|
$302,070
0.07% of portfolio
|
Q1 2024
Reduced 11.0%
|
|
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
3,381
shares
|
$301,179
0.16% of portfolio
|
Q1 2025
Added 31.61%
|
|
|
Holderness Investments CO
Greensboro, NC |
May 13, 2025 Q1 2025 |
3,373
shares
|
$300,466
0.06% of portfolio
|
Q4 2024
Reduced 43.05%
|
|
|
Ballentine Capital Advisors, Inc
Greenville, SC |
Apr 28, 2025 Q1 2025 |
3,364
shares
|
$299,665
0.14% of portfolio
|
Q4 2023
New holding
|
|
|
M.E. Allison & Co., Inc.
San Antonio, TX |
Apr 17, 2025 Q1 2025 |
3,362
shares
|
$299,486
0.27% of portfolio
|
Q1 2025
Added 0.75%
|
|
|
Hanson & Doremus Investment Management
|
Apr 17, 2025 Q1 2025 |
3,360
shares
|
$299,308
0.04% of portfolio
|
Q1 2023
Reduced 2.24%
|
|
|
Elser Financial Planning, Inc
Indianapolis, IN |
Apr 21, 2025 Q1 2025 |
3,359
shares
|
$299,219
0.38% of portfolio
|
Q2 2024
New holding
|
|
|
Jacobi Capital Management LLC
|
May 27, 2025 Q1 2025 |
3,358
shares
|
$299,130
0.02% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
May 09, 2025 Q1 2025 |
3,345
shares
|
$297,972
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Performance Advisors LLP
|
May 09, 2025 Q1 2025 |
3,343
shares
|
$297,794
0.06% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Motive Wealth Advisors
|
Apr 16, 2025 Q1 2025 |
3,343
shares
|
$297,794
0.15% of portfolio
|
Q1 2024
New holding
|
|
|
Lutz Financial Services LLC
|
May 07, 2025 Q1 2025 |
3,338
shares
|
$297,349
0.02% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
3,335
shares
|
$297,081
0.02% of portfolio
|
Q1 2025
Reduced 68.03%
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
May 15, 2025 Q1 2025 |
3,325
shares
|
$296,191
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
May 07, 2025 Q1 2025 |
3,304
shares
|
$294,320
0.1% of portfolio
|
Q1 2025
Reduced 39.75%
|
|
|
Tillman Hartley LLC
Orlando, FL |
May 08, 2025 Q1 2025 |
3,301
shares
|
$294,053
0.08% of portfolio
|
Q1 2025
Added 22.58%
|
|
|
W.G. Shaheen & Associates Dba Whitney & CO
|
May 06, 2025 Q1 2025 |
3,300
shares
|
$293,964
0.03% of portfolio
|
Q1 2024
Reduced 4.35%
|
|
|
Plancorp, LLC
|
May 15, 2025 Q1 2025 |
3,298
shares
|
$293,785
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
High Mark Wealth Management LLC
|
Apr 23, 2025 Q1 2025 |
3,297
shares
|
$293,696
0.16% of portfolio
|
Q3 2023
Added 0.18%
|