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 2,373 institutions that hold shares in the stock, with a total of 603 Million shares, which have been reported (via 13F filing form) to have a value of $56.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lion Street Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
41,709
shares
|
$3.88 Million
1.17% of portfolio
|
Q2 2025
Added 13.27%
|
|
|
Lane & Associates LLC
Moorestown, NJ |
May 01, 2025 Q1 2025 |
41,476
shares
|
$3.86 Million
1.85% of portfolio
|
Q1 2025
Reduced 0.7%
|
|
|
Sheets Smith Wealth Management
|
Jul 15, 2025 Q2 2025 |
41,200
shares
|
$3.83 Million
0.44% of portfolio
|
Q4 2023
Added 0.64%
|
|
|
Pfw Advisors LLC
Atlanta, GA |
Jul 09, 2025 Q2 2025 |
41,184
shares
|
$3.83 Million
1.13% of portfolio
|
Q2 2025
Reduced 14.86%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Aug 12, 2025 Q2 2025 |
41,149
shares
|
$3.83 Million
0.66% of portfolio
|
Q2 2025
Added 8.06%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
41,060
shares
|
$3.82 Million
1.07% of portfolio
|
Q3 2022
Reduced 0.12%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
40,784
shares
|
$3.79 Million
0.72% of portfolio
|
Q3 2024
Reduced 5.04%
|
|
|
Thornburg Investment Management Inc
|
Aug 12, 2025 Q2 2025 |
40,774
shares
|
$3.79 Million
0.05% of portfolio
|
Q2 2025
Added 29.92%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
40,670
shares
|
$3.78 Million
0.08% of portfolio
|
Q2 2025
Reduced 4.01%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
40,612
shares
|
$3.78 Million
0.0% of portfolio
|
Q4 2024
Added 47.68%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Jul 25, 2025 Q2 2025 |
40,586
shares
|
$3.77 Million
0.7% of portfolio
|
Q2 2025
Reduced 8.78%
|
|
|
Staley Capital Advisers Inc
|
Aug 14, 2025 Q2 2025 |
40,500
shares
|
$3.77 Million
0.16% of portfolio
|
Q2 2025
Added 1.25%
|
|
|
Bridgewater Advisors Inc.
|
Aug 05, 2025 Q2 2025 |
40,379
shares
|
$3.75 Million
0.28% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Jmg Financial Group, Ltd.
|
Aug 12, 2025 Q2 2025 |
40,178
shares
|
$3.74 Million
0.11% of portfolio
|
Q2 2025
Reduced 1.81%
|
|
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
Aug 13, 2025 Q2 2025 |
40,156
shares
|
$3.73 Million
0.02% of portfolio
|
Q2 2025
Reduced 2.26%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
40,132
shares
|
$3.73 Million
0.2% of portfolio
|
Q2 2025
Added 4.37%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
40,027
shares
|
$3.72 Million
0.22% of portfolio
|
Q4 2022
Added 2.67%
|
|
|
Nvwm, LLC
|
Aug 06, 2025 Q2 2025 |
39,949
shares
|
$3.71 Million
0.91% of portfolio
|
Q2 2025
Added 82.12%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
39,723
shares
|
$3.69 Million
0.22% of portfolio
|
Q2 2025
Added 35.85%
|
|
|
Warwick Investment Management, Inc.
|
Jul 21, 2025 Q2 2025 |
39,566
shares
|
$3.68 Million
0.69% of portfolio
|
Q1 2025
New holding
|
|
|
Rex Capital Advisors, LLC
Providence, RI |
Feb 13, 2023 Q4 2022 |
39,499
shares
|
$3.67 Million
1.7% of portfolio
|
Q4 2022
New holding
|
|
|
Pettinga Financial Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
39,383
shares
|
$3.66 Million
0.81% of portfolio
|
Q2 2025
Added 2.85%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
39,354
shares
|
$3.66 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.76%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Jul 16, 2025 Q2 2025 |
39,130
shares
|
$3.64 Million
0.44% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
39,075
shares
|
$3.63 Million
0.15% of portfolio
|
Q2 2025
Reduced 0.03%
|