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 2,196 institutions that hold shares in the stock, with a total of 599 Million shares, which have been reported (via 13F filing form) to have a value of $49 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ullmann Wealth Partners Group, LLC
|
Jan 14, 2025 Q4 2024 |
9,686
shares
|
$793,573
0.09% of portfolio
|
Q4 2024
Reduced 4.12%
|
|
|
Uma Financial Services, Inc.
|
Feb 12, 2025 Q4 2024 |
9,672
shares
|
$792,426
0.13% of portfolio
|
Q4 2024
Reduced 7.06%
|
|
|
Apeiron Ria LLC
|
Jan 17, 2025 Q4 2024 |
9,653
shares
|
$790,870
0.21% of portfolio
|
Q4 2024
Reduced 3.43%
|
|
|
Mezzasalma Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
9,605
shares
|
$786,937
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Feb 12, 2025 Q4 2024 |
9,559
shares
|
$783,168
0.11% of portfolio
|
Q4 2024
Added 1.06%
|
|
|
Cypress Financial Planning LLC
|
Jan 13, 2025 Q4 2024 |
9,527
shares
|
$780,547
0.27% of portfolio
|
Q4 2024
Added 4.33%
|
|
|
Bright Financial Advisors, Inc.
Portage, MI |
Jan 28, 2025 Q4 2024 |
9,521
shares
|
$780,055
0.45% of portfolio
|
Q4 2024
Reduced 19.83%
|
|
|
Peoples Financial Services Corp.
|
Jan 14, 2025 Q4 2024 |
9,506
shares
|
$778,826
0.34% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Jan 29, 2025 Q4 2024 |
9,482
shares
|
$776,860
0.29% of portfolio
|
Q2 2024
Added 1.24%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
Feb 13, 2025 Q4 2024 |
9,479
shares
|
$776,614
0.27% of portfolio
|
Q4 2023
New holding
|
|
|
Beirne Wealth Consulting Services, LLC
|
Jan 31, 2025 Q4 2024 |
9,476
shares
|
$776,368
0.26% of portfolio
|
Q4 2024
Added 22.43%
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
9,472
shares
|
$776,040
0.11% of portfolio
|
Q2 2024
Reduced 0.2%
|
|
|
Innova Wealth Partners
|
Jan 07, 2025 Q4 2024 |
9,470
shares
|
$775,877
0.5% of portfolio
|
Q4 2024
New holding
|
|
|
Alley Investment Management Company, LLC
|
Feb 06, 2025 Q4 2024 |
9,399
shares
|
$770,060
0.09% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
Next Capital Management LLC
|
Feb 11, 2025 Q4 2024 |
9,366
shares
|
$767,356
0.29% of portfolio
|
Q2 2023
Reduced 5.9%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
9,366
shares
|
$767,356
0.03% of portfolio
|
Q1 2024
Reduced 22.88%
|
|
|
Guidance Point Advisors, LLC
|
Feb 12, 2025 Q4 2024 |
9,354
shares
|
$766,373
0.21% of portfolio
|
Q4 2024
Added 1.37%
|
|
|
Eight 31 Financial LLC
Midland, TX |
Feb 14, 2025 Q4 2024 |
9,351
shares
|
$766,127
0.53% of portfolio
|
Q4 2024
Added 19.35%
|
|
|
Macquarie Group LTD
Australia, C3 |
Feb 14, 2025 Q4 2024 |
9,340
shares
|
$765,226
0.0% of portfolio
|
Q4 2024
Reduced 72.1%
|
|
|
Sky Oak Wealth, LLC
|
Jan 24, 2025 Q4 2024 |
9,332
shares
|
$764,570
0.15% of portfolio
|
Q4 2024
Added 10.54%
|
|
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
Feb 05, 2025 Q4 2024 |
9,303
shares
|
$762,194
0.61% of portfolio
|
Q4 2024
New holding
|
|
|
Nyl Investors LLC
New York, NY |
Jan 30, 2025 Q4 2024 |
9,300
shares
|
$761,949
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Conservest Capital Advisors, Inc.
|
Feb 05, 2025 Q4 2024 |
9,298
shares
|
$761,785
0.07% of portfolio
|
Q4 2024
Added 0.79%
|
|
|
Burney CO
Reston, VA |
Jan 14, 2025 Q4 2024 |
9,292
shares
|
$761,293
0.03% of portfolio
|
Q4 2024
Added 3.95%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
9,250
shares
|
$757,852
0.02% of portfolio
|
Q1 2024
Reduced 7.59%
|