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 2,314 institutions that hold shares in the stock, with a total of 578 Million shares, which have been reported (via 13F filing form) to have a value of $51.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
79,502
shares
|
$7.1 Million
0.49% of portfolio
|
Q2 2025
Added 59.75%
|
|
|
Argent Trust CO
Nashville, TN |
May 09, 2025 Q1 2025 |
79,466
shares
|
$7.1 Million
0.27% of portfolio
|
Q1 2025
Reduced 2.54%
|
|
|
Tarbox Family Office, Inc.
|
May 08, 2025 Q1 2025 |
78,614
shares
|
$7.02 Million
1.07% of portfolio
|
Q1 2025
Reduced 0.73%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Apr 25, 2025 Q1 2025 |
78,045
shares
|
$6.97 Million
0.81% of portfolio
|
Q1 2025
Added 10.73%
|
|
|
Lcm Capital Management Inc
|
Jul 14, 2025 Q2 2025 |
77,959
shares
|
$6.96 Million
3.71% of portfolio
|
Q2 2025
Added 1.76%
|
|
|
Lbj Family Wealth Advisors, Ltd.
|
Jul 07, 2025 Q2 2025 |
77,673
shares
|
$6.94 Million
4.04% of portfolio
|
Q2 2025
Added 0.75%
|
|
|
Sincerus Advisory, LLC
New York, NY |
Apr 21, 2025 Q1 2025 |
77,123
shares
|
$6.89 Million
6.65% of portfolio
|
Q1 2025
Added 1.6%
|
|
|
Castleark Management LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
76,840
shares
|
$6.86 Million
0.25% of portfolio
|
Q3 2024
Reduced 78.91%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
76,650
shares
|
$6.85 Million
0.22% of portfolio
|
Q1 2025
Added 13.51%
|
|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
76,550
shares
|
$6.84 Million
0.47% of portfolio
|
Q2 2025
Reduced 1.44%
|
|
|
First Western Trust Bank
Denver, CO |
May 12, 2025 Q1 2025 |
76,425
shares
|
$6.83 Million
0.3% of portfolio
|
Q1 2025
Reduced 5.63%
|
|
|
Birch Hill Investment Advisors LLC
|
Apr 18, 2025 Q1 2025 |
76,262
shares
|
$6.81 Million
0.31% of portfolio
|
Q1 2025
Added 0.49%
|
|
|
Caerus Investment Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
76,187
shares
|
$6.81 Million
6.04% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
May 06, 2025 Q1 2025 |
75,423
shares
|
$6.74 Million
0.73% of portfolio
|
Q1 2025
Reduced 2.81%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
75,397
shares
|
$6.73 Million
0.15% of portfolio
|
Q1 2025
Reduced 1.09%
|
|
|
Baron Financial Group, LLC
Fair Lawn, NJ |
Jul 09, 2025 Q2 2025 |
75,345
shares
|
$6.73 Million
3.96% of portfolio
|
Q2 2025
Reduced 1.6%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
75,323
shares
|
$6.73 Million
5.38% of portfolio
|
Q2 2025
Added 29.59%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
May 15, 2025 Q1 2025 |
75,274
shares
|
$6.72 Million
0.6% of portfolio
|
Q1 2025
Reduced 0.8%
|
|
|
Chesapeake Wealth Management
|
May 08, 2025 Q1 2025 |
75,034
shares
|
$6.7 Million
2.21% of portfolio
|
Q1 2025
Reduced 0.6%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
75,016
shares
|
$6.7 Million
0.01% of portfolio
|
Q1 2025
Added 1.57%
|
|
|
First Financial Bankshares Inc
Abilene, TX |
May 15, 2025 Q1 2025 |
74,933
shares
|
$6.69 Million
0.13% of portfolio
|
Q1 2025
Reduced 0.57%
|
|
|
Sykon Capital LLC
Harrison, NY |
May 15, 2025 Q1 2025 |
74,593
shares
|
$6.66 Million
2.32% of portfolio
|
Q1 2025
New holding
|
|
|
Avidian Wealth Solutions, LLC
|
Apr 25, 2025 Q1 2025 |
74,287
shares
|
$6.64 Million
0.28% of portfolio
|
Q1 2025
Reduced 18.45%
|
|
|
Crewe Advisors LLC
|
Apr 22, 2025 Q1 2025 |
74,186
shares
|
$6.63 Million
0.87% of portfolio
|
Q1 2025
Added 3.16%
|
|
|
Ewg Elevate Inc.
|
Jul 15, 2025 Q2 2025 |
74,126
shares
|
$6.62 Million
2.24% of portfolio
|
Q2 2025
Added 125.58%
|