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 2,218 institutions that hold shares in the stock, with a total of 588 Million shares, which have been reported (via 13F filing form) to have a value of $48.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
334,540
shares
|
$27.6 Million
0.03% of portfolio
|
Q3 2022
Added 6.77%
|
|
|
Pinnacle Financial Partners Inc
|
Feb 03, 2025 Q4 2024 |
330,589
shares
|
$27.3 Million
0.51% of portfolio
|
Q4 2024
Added 3.46%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
324,501
shares
|
$26.8 Million
0.34% of portfolio
|
Q3 2023
Reduced 14.17%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Feb 11, 2025 Q4 2024 |
324,216
shares
|
$26.7 Million
0.35% of portfolio
|
Q4 2024
Reduced 3.49%
|
|
|
Minot Capital, LP
Boulder, CO |
Nov 13, 2024 Q3 2024 |
321,218
shares
|
$26.5 Million
7.6% of portfolio
|
Q4 2023
Added 33.96%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Feb 04, 2025 Q4 2024 |
318,865
shares
|
$26.3 Million
0.3% of portfolio
|
Q4 2024
Added 6.51%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
314,901
shares
|
$26 Million
0.02% of portfolio
|
Q1 2024
Added 27.37%
|
|
|
Stairway Partners, LLC
|
Jan 06, 2025 Q4 2024 |
314,845
shares
|
$26 Million
1.5% of portfolio
|
Q4 2024
Reduced 1.9%
|
|
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
Feb 07, 2025 Q4 2024 |
310,733
shares
|
$25.6 Million
6.34% of portfolio
|
Q4 2024
Added 8.38%
|
|
|
Tanglewood Wealth Management, Inc.
|
Jan 24, 2025 Q4 2024 |
310,044
shares
|
$25.6 Million
2.83% of portfolio
|
Q4 2024
Reduced 6.66%
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
306,000
shares
|
$25.2 Million
0.05% of portfolio
|
Q4 2023
Reduced 38.8%
|
|
|
Brewster Financial Planning LLC
|
Jan 23, 2025 Q4 2024 |
305,097
shares
|
$25.2 Million
17.47% of portfolio
|
Q4 2024
Added 3.55%
|
|
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
Feb 14, 2025 Q4 2024 |
304,801
shares
|
$25.1 Million
0.73% of portfolio
|
Q1 2019
Reduced 55.31%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
303,946
shares
|
$25.1 Million
0.4% of portfolio
|
Q4 2022
Reduced 0.83%
|
|
|
Conning Inc.
|
Jan 28, 2025 Q4 2024 |
303,561
shares
|
$25 Million
0.86% of portfolio
|
Q4 2024
Added 19.56%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
299,901
shares
|
$24.7 Million
0.3% of portfolio
|
Q4 2024
Added 42.86%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
299,590
shares
|
$24.7 Million
4.97% of portfolio
|
Q1 2023
Added 0.59%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Feb 13, 2025 Q4 2024 |
294,988
shares
|
$24.3 Million
5.57% of portfolio
|
Q4 2024
Added 0.54%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Feb 13, 2025 Q4 2024 |
290,687
shares
|
$24 Million
0.21% of portfolio
|
Q4 2024
Added 653.8%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
289,851
shares
|
$23.9 Million
0.23% of portfolio
|
Q4 2024
Reduced 6.1%
|
|
|
Arrien Investments, Inc.
Boise, ID |
Feb 10, 2025 Q4 2024 |
285,534
shares
|
$23.5 Million
16.28% of portfolio
|
Q4 2024
New holding
|
|
|
Courier Capital LLC
|
Jan 13, 2025 Q4 2024 |
285,487
shares
|
$23.5 Million
1.5% of portfolio
|
Q4 2024
Added 10.77%
|
|
|
Ziegler Capital Management, LLC
|
May 15, 2024 Q1 2024 |
282,692
shares
|
$23.3 Million
0.8% of portfolio
|
Q3 2023
Reduced 0.99%
|
|
|
Stone X Group Inc.
|
Feb 12, 2025 Q4 2024 |
281,915
shares
|
$23.2 Million
1.38% of portfolio
|
Q4 2024
Added 18.4%
|
|
|
Latigo Investments, LLC
|
Feb 05, 2025 Q4 2024 |
278,590
shares
|
$23 Million
10.83% of portfolio
|
Q4 2022
New holding
|