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 2,422 institutions that hold shares in the stock, with a total of 609 Million shares, which have been reported (via 13F filing form) to have a value of $58 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Oct 24, 2025 Q3 2025 |
3,472
shares
|
$330,742
0.04% of portfolio
|
Q2 2025
Added 1.76%
|
|
|
Bearing Point Capital, LLC
Bloomington, MN |
Nov 12, 2025 Q3 2025 |
3,470
shares
|
$330,552
0.06% of portfolio
|
Q3 2025
Added 8.61%
|
|
|
Farmers National Bank
Danville, KY |
Dec 15, 2025 Q3 2025 |
3,465
shares
|
$330,075
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Alta Wealth Advisors LLC
|
Nov 03, 2025 Q3 2025 |
3,461
shares
|
$329,694
0.12% of portfolio
|
Q3 2025
Reduced 0.29%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
3,461
shares
|
$329,694
0.09% of portfolio
|
Q2 2025
Added 14.04%
|
|
|
Global View Capital Management LLC
Waukesha, WI |
Oct 29, 2025 Q3 2025 |
3,461
shares
|
$329,694
0.07% of portfolio
|
Q3 2025
Reduced 2.45%
|
|
|
Ami Investment Management Inc
Kendallville, IN |
Oct 16, 2025 Q3 2025 |
3,460
shares
|
$329,599
0.09% of portfolio
|
Q2 2025
Reduced 6.49%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Nov 13, 2025 Q3 2025 |
3,452
shares
|
$328,837
0.08% of portfolio
|
Q3 2025
Reduced 23.39%
|
|
|
Morling Financial Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
3,443
shares
|
$327,980
0.13% of portfolio
|
Q2 2025
Reduced 6.74%
|
|
|
Occidental Asset Management, LLC
|
Oct 28, 2025 Q3 2025 |
3,437
shares
|
$327,408
0.04% of portfolio
|
Q3 2025
Added 8.49%
|
|
|
Onyx Bridge Wealth Group LLC
|
Nov 06, 2025 Q3 2025 |
3,423
shares
|
$326,074
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Greylin Investment Mangement Inc
|
Jul 19, 2024 Q2 2024 |
3,412
shares
|
$325,027
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
3,410
shares
|
$324,836
0.04% of portfolio
|
Q2 2024
Reduced 4.8%
|
|
|
Bbr Partners, LLC
New York, NY |
Nov 07, 2025 Q3 2025 |
3,410
shares
|
$324,836
0.02% of portfolio
|
Q3 2025
Added 15.05%
|
|
|
Tmd Wealth Management, LLC
|
Aug 08, 2024 Q2 2024 |
3,391
shares
|
$323,026
0.07% of portfolio
|
Q1 2024
Reduced 11.0%
|
|
|
Keystone Global Partners, LLC
Denver, CO |
Oct 20, 2025 Q3 2025 |
3,375
shares
|
$321,502
0.16% of portfolio
|
Q3 2025
Reduced 0.82%
|
|
|
Leavell Investment Management, Inc.
|
Oct 28, 2025 Q3 2025 |
3,363
shares
|
$320,359
0.01% of portfolio
|
Q3 2025
Reduced 40.84%
|
|
|
Hanson & Doremus Investment Management
|
Oct 15, 2025 Q3 2025 |
3,360
shares
|
$320,073
0.04% of portfolio
|
Q1 2023
Reduced 2.24%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Oct 29, 2025 Q3 2025 |
3,349
shares
|
$319,025
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Motive Wealth Advisors
|
Oct 20, 2025 Q3 2025 |
3,343
shares
|
$318,454
0.14% of portfolio
|
Q1 2024
New holding
|
|
|
Jacobi Capital Management LLC
|
Nov 07, 2025 Q3 2025 |
3,339
shares
|
$318,073
0.02% of portfolio
|
Q2 2025
Reduced 0.57%
|
|
|
Lutz Financial Services LLC
|
Nov 10, 2025 Q3 2025 |
3,338
shares
|
$317,977
0.02% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Oct 17, 2025 Q3 2025 |
3,336
shares
|
$317,787
0.27% of portfolio
|
Q3 2025
Reduced 51.32%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
3,335
shares
|
$317,692
0.02% of portfolio
|
Q1 2025
Reduced 68.03%
|
|
|
Balanced Wealth Group LLC
Westlake, OH |
Oct 27, 2025 Q3 2025 |
3,330
shares
|
$317,215
0.13% of portfolio
|
Q2 2025
Reduced 57.81%
|
|