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 |
---|---|---|---|---|---|
Bear Mountain Capital, Inc.
Seattle, WA |
May 02, 2025 Q1 2025 |
508
shares
|
$45,252
0.02% of portfolio
|
Q4 2023
New holding
|
|
Ramirez Asset Management, Inc.
New York, NY |
May 07, 2025 Q1 2025 |
500
shares
|
$44,540
0.01% of portfolio
|
Q1 2024
Reduced 54.55%
|
|
Advantage Trust CO
Salina, KS |
May 07, 2025 Q1 2025 |
500
shares
|
$44,540
0.02% of portfolio
|
Q4 2023
New holding
|
|
Org Wealth Partners, LLC
Dallas, TX |
Apr 21, 2025 Q1 2025 |
485
shares
|
$43,203
0.02% of portfolio
|
Q4 2024
Added 5.21%
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
478
shares
|
$42,580
0.03% of portfolio
|
Q4 2024
New holding
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
476
shares
|
$42,402
0.0% of portfolio
|
Q4 2021
New holding
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
May 14, 2025 Q1 2025 |
475
shares
|
$42,313
0.04% of portfolio
|
Q4 2024
New holding
|
|
Financial Freedom, LLC
Cincinnati, OH |
Apr 18, 2025 Q1 2025 |
457
shares
|
$40,709
0.02% of portfolio
|
Q4 2024
Added 1.56%
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
456
shares
|
$40,620
0.03% of portfolio
|
Q1 2025
Added 4.11%
|
|
Fairscale Capital, LLC
Nashua, NH |
May 13, 2025 Q1 2025 |
454
shares
|
$40,442
0.03% of portfolio
|
Q2 2024
New holding
|
|
Hoese & CO LLP
|
Apr 11, 2025 Q1 2025 |
450
shares
|
$40,086
0.03% of portfolio
|
Q3 2024
Reduced 36.62%
|
|
Elequin Capital LP
New York, NY |
May 13, 2025 Q1 2025 |
447
shares
|
$39,818
0.01% of portfolio
|
Q1 2025
Added 44.66%
|
|
Fiduciary Wealth Partners, LLC
Newton, MA |
May 08, 2025 Q1 2025 |
435
shares
|
$38,749
0.03% of portfolio
|
Q1 2025
New holding
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
419
shares
|
$37,324
0.02% of portfolio
|
Q1 2025
New holding
|
|
Pacifica Partners Inc.
|
Apr 08, 2025 Q1 2025 |
412
shares
|
$36,700
0.02% of portfolio
|
Q1 2024
Reduced 27.59%
|
|
Sym Financial Corp
|
May 06, 2025 Q1 2025 |
409
shares
|
$36,433
0.0% of portfolio
|
Q1 2025
Reduced 32.62%
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
405
shares
|
$36,077
0.01% of portfolio
|
Q2 2021
Reduced 27.55%
|
|
All Square Wealth Management LLC
Albany, NY |
May 06, 2025 Q1 2025 |
395
shares
|
$35,186
0.02% of portfolio
|
Q4 2024
Added 92.68%
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
386
shares
|
$34,384
0.01% of portfolio
|
Q1 2025
Reduced 72.66%
|
|
Greenline Partners, LLC
New York, NY |
May 15, 2025 Q1 2025 |
365
shares
|
$32,514
0.0% of portfolio
|
Q1 2025
Reduced 98.26%
|
|
Kiker Wealth Management, LLC
Jasper, GA |
May 15, 2025 Q1 2025 |
362
shares
|
$32,246
0.02% of portfolio
|
Q1 2025
Added 465.63%
|
|
Stone House Investment Management, LLC
|
May 12, 2025 Q1 2025 |
323
shares
|
$28,772
0.01% of portfolio
|
Q1 2025
Reduced 98.82%
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
315
shares
|
$28,060
0.01% of portfolio
|
Q4 2024
New holding
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
306
shares
|
$27,258
0.0% of portfolio
|
Q2 2023
New holding
|
|
Tacita Capital Inc
Toronto, A6 |
May 13, 2025 Q1 2025 |
300
shares
|
$26,724
0.02% of portfolio
|
Q2 2024
Reduced 46.9%
|