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 2,306 institutions that hold shares in the stock, with a total of 577 Million shares, which have been reported (via 13F filing form) to have a value of $51.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Valeo Financial Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
641,851
shares
|
$57.3 Million
1.21% of portfolio
|
Q1 2025
Added 6.92%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
May 14, 2025 Q1 2025 |
639,491
shares
|
$57.1 Million
0.12% of portfolio
|
Q1 2025
Added 8.96%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
625,053
shares
|
$55.8 Million
0.28% of portfolio
|
Q1 2025
Added 11.08%
|
|
|
Scs Capital Management LLC
Boston, MA |
May 19, 2025 Q1 2025 |
621,092
shares
|
$55.4 Million
0.65% of portfolio
|
Q1 2025
Added 23.56%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
601,616
shares
|
$53.7 Million
1.39% of portfolio
|
Q1 2025
Reduced 2.81%
|
|
|
Bank Of Nova Scotia
|
Jul 02, 2025 Q1 2025 |
594,242
shares
|
$53 Million
0.11% of portfolio
|
Q1 2025
Reduced 2.09%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
593,386
shares
|
$53 Million
1.43% of portfolio
|
Q2 2025
Added 7.81%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Jul 14, 2025 Q2 2025 |
587,224
shares
|
$52.4 Million
21.54% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
568,863
shares
|
$50.8 Million
0.64% of portfolio
|
Q1 2025
Reduced 2.17%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Apr 24, 2025 Q1 2025 |
553,163
shares
|
$49.4 Million
2.98% of portfolio
|
Q1 2025
Added 10.1%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
550,732
shares
|
$49.1 Million
0.57% of portfolio
|
Q1 2025
Reduced 2.51%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
549,553
shares
|
$49 Million
4.59% of portfolio
|
Q2 2023
Reduced 1.5%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
529,583
shares
|
$47.3 Million
0.66% of portfolio
|
Q1 2025
Reduced 2.53%
|
|
|
Fiducient Advisors LLC
|
May 15, 2025 Q1 2025 |
527,814
shares
|
$47.1 Million
5.4% of portfolio
|
Q1 2025
Added 1.03%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
519,547
shares
|
$46.4 Million
0.32% of portfolio
|
Q1 2025
Reduced 1.35%
|
|
|
Main Street Investment Advisors LLC
|
Apr 30, 2025 Q1 2025 |
505,738
shares
|
$45.1 Million
6.21% of portfolio
|
Q1 2025
Reduced 3.85%
|
|
|
Waterway Wealth Management, LLC
The Woodlands, TX |
May 08, 2025 Q1 2025 |
496,763
shares
|
$44.3 Million
16.92% of portfolio
|
Q1 2025
Reduced 19.86%
|
|
|
Lbmc Investment Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
495,928
shares
|
$44.3 Million
3.22% of portfolio
|
Q2 2025
Reduced 0.95%
|
|
|
Ht Partners LLC
|
Apr 17, 2025 Q1 2025 |
493,260
shares
|
$44 Million
13.86% of portfolio
|
Q1 2025
Reduced 14.53%
|
|
|
Btc Capital Management, Inc.
|
Jul 11, 2025 Q2 2025 |
493,083
shares
|
$44 Million
3.62% of portfolio
|
Q2 2025
Added 1.64%
|
|
|
State Of Wyoming
Cheyenne, WY |
May 14, 2025 Q1 2025 |
489,694
shares
|
$43.7 Million
5.54% of portfolio
|
Q1 2025
Reduced 1.35%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
483,600
shares
|
$43.2 Million
0.74% of portfolio
|
Q1 2025
Reduced 15.35%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
483,011
shares
|
$43.1 Million
0.39% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
481,567
shares
|
$43 Million
0.62% of portfolio
|
Q1 2025
Added 5.05%
|
|
|
Lazard Asset Management LLC
New York, NY |
May 15, 2025 Q1 2025 |
477,116
shares
|
$42.6 Million
0.07% of portfolio
|
Q1 2025
Reduced 69.72%
|