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 2,273 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 $50.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cibc World Market Inc.
Toronto, A6 |
May 14, 2025 Q1 2025 |
639,491
shares
|
$56.3 Million
0.12% of portfolio
|
Q1 2025
Added 8.96%
|
|
|
Bontempo Ohly Capital Mgmt LLC
Bethesda, MD |
Feb 14, 2025 Q4 2024 |
629,528
shares
|
$55.4 Million
23.19% of portfolio
|
Q4 2024
Reduced 1.07%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
625,053
shares
|
$55 Million
0.28% of portfolio
|
Q1 2025
Added 11.08%
|
|
|
Scs Capital Management LLC
Boston, MA |
May 19, 2025 Q1 2025 |
621,092
shares
|
$54.7 Million
0.65% of portfolio
|
Q1 2025
Added 23.56%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
601,616
shares
|
$53 Million
1.39% of portfolio
|
Q1 2025
Reduced 2.81%
|
|
|
Bank Of Nova Scotia
|
May 09, 2025 Q1 2025 |
594,242
shares
|
$52.3 Million
0.12% of portfolio
|
Q1 2025
Reduced 2.09%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
568,863
shares
|
$50.1 Million
0.64% of portfolio
|
Q1 2025
Reduced 2.17%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Apr 24, 2025 Q1 2025 |
553,163
shares
|
$48.7 Million
2.98% of portfolio
|
Q1 2025
Added 10.1%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
550,732
shares
|
$48.5 Million
0.57% of portfolio
|
Q1 2025
Reduced 2.51%
|
|
|
Massmutual Trust CO Fsb
|
Apr 01, 2025 Q1 2025 |
550,387
shares
|
$48.5 Million
1.33% of portfolio
|
Q1 2025
Reduced 3.67%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
549,553
shares
|
$48.4 Million
4.59% of portfolio
|
Q2 2023
Reduced 1.5%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
529,583
shares
|
$46.6 Million
0.66% of portfolio
|
Q1 2025
Reduced 2.53%
|
|
|
Fiducient Advisors LLC
|
May 15, 2025 Q1 2025 |
527,814
shares
|
$46.5 Million
5.4% of portfolio
|
Q1 2025
Added 1.03%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
519,547
shares
|
$45.7 Million
0.32% of portfolio
|
Q1 2025
Reduced 1.35%
|
|
|
Main Street Investment Advisors LLC
|
Apr 30, 2025 Q1 2025 |
505,738
shares
|
$44.5 Million
6.21% of portfolio
|
Q1 2025
Reduced 3.85%
|
|
|
Lbmc Investment Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
500,675
shares
|
$44.1 Million
3.28% of portfolio
|
Q1 2025
Reduced 0.69%
|
|
|
Waterway Wealth Management, LLC
The Woodlands, TX |
May 08, 2025 Q1 2025 |
496,763
shares
|
$43.7 Million
16.92% of portfolio
|
Q1 2025
Reduced 19.86%
|
|
|
Ht Partners LLC
|
Apr 17, 2025 Q1 2025 |
493,260
shares
|
$43.4 Million
13.86% of portfolio
|
Q1 2025
Reduced 14.53%
|
|
|
State Of Wyoming
Cheyenne, WY |
May 14, 2025 Q1 2025 |
489,694
shares
|
$43.1 Million
5.54% of portfolio
|
Q1 2025
Reduced 1.35%
|
|
|
Btc Capital Management, Inc.
|
Apr 08, 2025 Q1 2025 |
485,124
shares
|
$42.7 Million
3.68% of portfolio
|
Q1 2025
Added 6.25%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
483,600
shares
|
$42.6 Million
0.74% of portfolio
|
Q1 2025
Reduced 15.35%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
483,011
shares
|
$42.5 Million
0.39% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Apr 29, 2025 Q1 2025 |
482,566
shares
|
$42.5 Million
1.09% of portfolio
|
Q1 2025
Added 4.51%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
481,567
shares
|
$42.4 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 Million
0.07% of portfolio
|
Q1 2025
Reduced 69.72%
|