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 |
|---|---|---|---|---|---|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
4,472
shares
|
$366,390
0.21% of portfolio
|
Q4 2024
Added 1.5%
|
|
|
Meridian Financial Partners LLC
|
Jan 14, 2025 Q4 2024 |
4,455
shares
|
$364,998
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
4,444
shares
|
$364,096
0.22% of portfolio
|
Q4 2021
New holding
|
|
|
Interactive Financial Advisors
Chicago, IL |
Feb 06, 2025 Q4 2024 |
4,443
shares
|
$364,014
0.18% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Carrera Capital Advisors
Troy, MI |
Feb 06, 2025 Q4 2024 |
4,436
shares
|
$363,441
0.08% of portfolio
|
Q4 2024
Added 1.23%
|
|
|
Joseph Group Capital Management
Columbus, OH |
Feb 12, 2025 Q4 2024 |
4,432
shares
|
$363,113
0.15% of portfolio
|
Q4 2024
Added 111.96%
|
|
|
Verum Partners LLC
Charlotte, NC |
Jan 17, 2025 Q4 2024 |
4,429
shares
|
$362,867
0.1% of portfolio
|
Q2 2024
Reduced 0.56%
|
|
|
Baldwin Investment Management, LLC
|
Feb 14, 2025 Q4 2024 |
4,428
shares
|
$362,786
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
4,408
shares
|
$361,147
0.33% of portfolio
|
Q2 2024
Reduced 11.86%
|
|
|
Essex Financial Services, Inc.
|
Jan 29, 2025 Q4 2024 |
4,404
shares
|
$360,819
0.02% of portfolio
|
Q4 2024
Added 1.52%
|
|
|
Bellwether Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
4,401
shares
|
$360,573
0.06% of portfolio
|
Q3 2024
Added 1.92%
|
|
|
Hm Capital Management, LLC
Clayton, MO |
Nov 04, 2022 Q3 2022 |
4,396
shares
|
$360,164
0.15% of portfolio
|
Q2 2022
Added 0.02%
|
|
|
Shelton Capital Management
Denver, CO |
Feb 13, 2025 Q4 2024 |
4,329
shares
|
$354,674
0.01% of portfolio
|
Q4 2024
Added 56.06%
|
|
|
Delta Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
4,326
shares
|
$354,429
0.08% of portfolio
|
Q2 2024
Added 1.17%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Feb 12, 2025 Q4 2024 |
4,323
shares
|
$354,183
0.1% of portfolio
|
Q4 2024
Reduced 25.76%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Jan 24, 2025 Q4 2024 |
4,316
shares
|
$353,609
0.02% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Tradition Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
4,310
shares
|
$353,118
0.03% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Cohen Klingenstein LLC
|
Jan 15, 2025 Q4 2024 |
4,300
shares
|
$352,299
0.01% of portfolio
|
Q3 2017
New holding
|
|
|
Charles Schwab Trust CO
|
Jan 16, 2025 Q4 2024 |
4,300
shares
|
$352,299
0.03% of portfolio
|
Q1 2024
Reduced 13.13%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
4,300
shares
|
$352,299
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Univest Financial Corp
|
Feb 11, 2025 Q4 2024 |
4,300
shares
|
$352,299
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Feb 11, 2025 Q4 2024 |
4,298
shares
|
$352,135
0.01% of portfolio
|
Q4 2024
Reduced 19.99%
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Feb 11, 2025 Q4 2024 |
4,297
shares
|
$352,053
0.12% of portfolio
|
Q2 2024
New holding
|
|
|
Virginia National Bank
|
Oct 19, 2023 Q3 2023 |
4,295
shares
|
$351,889
1.35% of portfolio
|
Q3 2023
Reduced 63.6%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
4,289
shares
|
$351,397
0.07% of portfolio
|
Q2 2024
Reduced 0.99%
|