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 |
|---|---|---|---|---|---|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jul 24, 2025 Q2 2025 |
11,210
shares
|
$1.04 Million
0.06% of portfolio
|
Q2 2025
Reduced 1.03%
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Aug 05, 2025 Q2 2025 |
11,178
shares
|
$1.04 Million
0.91% of portfolio
|
Q2 2025
Reduced 28.05%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
11,171
shares
|
$1.04 Million
0.07% of portfolio
|
Q1 2025
Reduced 1.67%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Aug 04, 2025 Q2 2025 |
11,137
shares
|
$1.04 Million
0.07% of portfolio
|
Q2 2025
Added 1.71%
|
|
|
Lighthouse Financial LLC
Largo, FL |
Aug 11, 2025 Q2 2025 |
11,090
shares
|
$1.03 Million
0.76% of portfolio
|
Q1 2025
Reduced 27.94%
|
|
|
Compass Planning Associates Inc
Greenfield, MA |
Jul 21, 2025 Q2 2025 |
11,074
shares
|
$1.03 Million
0.91% of portfolio
|
Q2 2025
Reduced 0.4%
|
|
|
Partners In Financial Planning
Salem, VA |
Aug 04, 2025 Q2 2025 |
11,060
shares
|
$1.03 Million
0.18% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
11,059
shares
|
$1.03 Million
0.14% of portfolio
|
Q3 2023
Reduced 3.27%
|
|
|
Wells Trecaso Financial Group, LLC
|
Jul 21, 2025 Q2 2025 |
11,043
shares
|
$1.03 Million
0.3% of portfolio
|
Q2 2024
Reduced 5.15%
|
|
|
Keudell
|
Jul 22, 2025 Q2 2025 |
11,032
shares
|
$1.03 Million
0.23% of portfolio
|
Q2 2025
Added 2.41%
|
|
|
Kanawha Capital Management LLC
|
Jul 29, 2025 Q2 2025 |
11,029
shares
|
$1.03 Million
0.07% of portfolio
|
Q2 2025
Added 8.94%
|
|
|
Pennington Partners & Co., LLC
Bethesda, MD |
Aug 14, 2025 Q2 2025 |
10,980
shares
|
$1.02 Million
0.53% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
10,924
shares
|
$1.02 Million
0.16% of portfolio
|
Q2 2025
Reduced 4.28%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
10,900
shares
|
$1.01 Million
0.12% of portfolio
|
Q3 2022
Reduced 20.73%
|
|
|
Independent Wealth Network Inc.
|
Jul 16, 2025 Q2 2025 |
10,885
shares
|
$1.01 Million
0.38% of portfolio
|
Q2 2025
Added 0.53%
|
|
|
21 West Wealth Management LLC
Tustin, CA |
Jul 08, 2025 Q2 2025 |
10,846
shares
|
$1.01 Million
0.98% of portfolio
|
Q2 2025
New holding
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Aug 08, 2025 Q2 2025 |
10,837
shares
|
$1.01 Million
0.0% of portfolio
|
Q2 2025
Added 2.84%
|
|
|
Yukon Wealth Management, Inc.
Overland Park, KS |
Aug 01, 2025 Q2 2025 |
10,806
shares
|
$1 Million
0.35% of portfolio
|
Q2 2025
Added 1.75%
|
|
|
Headinvest, LLC
Portland, ME |
Aug 14, 2025 Q2 2025 |
10,707
shares
|
$995,643
0.21% of portfolio
|
Q2 2025
Reduced 33.24%
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
10,674
shares
|
$992,575
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
Aug 11, 2025 Q2 2025 |
10,625
shares
|
$988,018
0.04% of portfolio
|
Q2 2025
Added 34.89%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Jul 31, 2025 Q2 2025 |
10,610
shares
|
$986,623
0.26% of portfolio
|
Q2 2025
Reduced 2.48%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Aug 13, 2025 Q2 2025 |
10,541
shares
|
$980,207
0.81% of portfolio
|
Q2 2025
Added 276.2%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jul 22, 2025 Q2 2025 |
10,490
shares
|
$975,465
0.1% of portfolio
|
Q4 2024
Reduced 3.67%
|
|
|
Macquarie Group LTD
Australia, C3 |
Aug 14, 2025 Q2 2025 |
10,430
shares
|
$969,885
0.0% of portfolio
|
Q2 2025
Reduced 7.14%
|