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 2,314 institutions that hold shares in the stock, with a total of 578 Million shares, which have been reported (via 13F filing form) to have a value of $51.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Smh Capital Advisors Inc
|
May 08, 2025 Q1 2025 |
4,233
shares
|
$378,091
1.91% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Baldwin Investment Management, LLC
|
May 07, 2025 Q1 2025 |
4,225
shares
|
$377,377
0.04% of portfolio
|
Q1 2025
Reduced 4.58%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Apr 11, 2025 Q1 2025 |
4,224
shares
|
$377,287
0.1% of portfolio
|
Q4 2024
Reduced 7.45%
|
|
|
Plum Street Advisors, LLC
New Orleans, LA |
May 29, 2025 Q1 2025 |
4,213
shares
|
$376,305
0.17% of portfolio
|
Q1 2025
Reduced 19.15%
|
|
|
Financial Alternatives, Inc
La Jolla, CA |
May 02, 2025 Q1 2025 |
4,200
shares
|
$375,144
0.24% of portfolio
|
Q4 2022
New holding
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Apr 29, 2025 Q1 2025 |
4,169
shares
|
$372,375
0.12% of portfolio
|
Q1 2025
Reduced 2.98%
|
|
|
Financial Insights, Inc.
|
Jul 21, 2025 Q2 2025 |
4,144
shares
|
$370,142
0.14% of portfolio
|
Q2 2025
Reduced 12.7%
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Jul 17, 2025 Q2 2025 |
4,134
shares
|
$369,248
0.08% of portfolio
|
Q2 2025
Reduced 3.14%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
May 01, 2025 Q1 2025 |
4,128
shares
|
$368,712
0.15% of portfolio
|
Q4 2024
Reduced 3.1%
|
|
|
Horizon Investment Services, LLC
Hammond, IN |
May 05, 2025 Q1 2025 |
4,122
shares
|
$368,177
0.17% of portfolio
|
Q4 2024
Added 13.8%
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
4,115
shares
|
$367,551
0.1% of portfolio
|
Q2 2025
Added 16.08%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
May 01, 2025 Q1 2025 |
4,113
shares
|
$367,373
0.19% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
M Wealth Management, LLC
San Diego, CA |
May 14, 2025 Q1 2025 |
4,111
shares
|
$367,194
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Davies Financial Advisors, Inc.
Murrieta, CA |
Apr 21, 2025 Q1 2025 |
4,100
shares
|
$366,212
0.29% of portfolio
|
Q1 2025
New holding
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
May 14, 2025 Q1 2025 |
4,071
shares
|
$363,621
0.07% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
Wealthstream Advisors, Inc.
|
May 07, 2025 Q1 2025 |
4,068
shares
|
$363,353
0.06% of portfolio
|
Q4 2023
Added 1.24%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
4,065
shares
|
$363,085
0.02% of portfolio
|
Q1 2025
Reduced 98.78%
|
|
|
Family Management Corp
New York, NY |
May 15, 2025 Q1 2025 |
4,030
shares
|
$359,959
0.06% of portfolio
|
Q1 2025
Reduced 18.72%
|
|
|
S.A. Mason LLC
|
Jul 14, 2025 Q2 2025 |
4,024
shares
|
$359,423
0.18% of portfolio
|
Q4 2024
Reduced 4.73%
|
|
|
True Private Wealth Advisors
|
May 15, 2025 Q1 2025 |
4,022
shares
|
$359,245
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Plimoth Trust CO LLC
|
Jul 22, 2025 Q2 2025 |
4,016
shares
|
$358,709
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
May 06, 2025 Q1 2025 |
4,016
shares
|
$358,709
0.13% of portfolio
|
Q1 2025
Reduced 1.27%
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Jul 03, 2025 Q2 2025 |
4,002
shares
|
$357,458
0.15% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
May 15, 2025 Q1 2025 |
4,000
shares
|
$357,280
0.22% of portfolio
|
Q3 2024
Added 5.26%
|
|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Jul 22, 2025 Q2 2025 |
3,988
shares
|
$356,208
0.05% of portfolio
|
Q1 2023
Reduced 39.57%
|