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 |
|---|---|---|---|---|---|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
862
shares
|
$70,623
0.0% of portfolio
|
Q4 2024
Reduced 97.32%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 14, 2025 Q4 2024 |
856
shares
|
$70,132
0.01% of portfolio
|
Q4 2024
Added 3070.37%
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
850
shares
|
$69,640
0.01% of portfolio
|
Q4 2024
Added 1.43%
|
|
|
Atala Financial Inc
Calabasas, CA |
Feb 10, 2025 Q4 2024 |
843
shares
|
$69,066
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
831
shares
|
$68,083
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
828
shares
|
$67,838
0.01% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
820
shares
|
$67,182
0.09% of portfolio
|
Q3 2022
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Jan 22, 2025 Q4 2024 |
797
shares
|
$65,298
0.04% of portfolio
|
Q4 2024
Reduced 14.12%
|
|
|
Piscataqua Savings Bank
|
Jan 22, 2025 Q4 2024 |
735
shares
|
$60,218
0.05% of portfolio
|
Q1 2021
New holding
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
720
shares
|
$58,989
0.05% of portfolio
|
Q4 2021
New holding
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Feb 11, 2025 Q4 2024 |
720
shares
|
$58,989
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Balentine LLC
Atlanta, GA |
Jan 29, 2025 Q4 2024 |
710
shares
|
$58,170
0.0% of portfolio
|
Q4 2024
Reduced 7.91%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Feb 07, 2025 Q4 2024 |
688
shares
|
$56,367
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
685
shares
|
$56,122
0.05% of portfolio
|
Q2 2023
New holding
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Feb 10, 2025 Q4 2024 |
685
shares
|
$56,122
0.05% of portfolio
|
Q3 2023
Reduced 4.2%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Feb 10, 2025 Q4 2024 |
681
shares
|
$55,794
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
First United Bank & Trust
|
Jan 16, 2025 Q4 2024 |
680
shares
|
$55,712
0.02% of portfolio
|
Q4 2024
Reduced 3.41%
|
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
678
shares
|
$55,548
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
665
shares
|
$54,483
0.01% of portfolio
|
Q4 2024
Added 17.7%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
657
shares
|
$53,828
0.01% of portfolio
|
Q2 2023
Reduced 7.98%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Jan 17, 2025 Q4 2024 |
651
shares
|
$53,336
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Jan 29, 2025 Q4 2024 |
639
shares
|
$52,353
0.04% of portfolio
|
Q4 2024
Added 186.55%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
615
shares
|
$50,386
0.06% of portfolio
|
Q3 2021
New holding
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
613
shares
|
$50,223
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sym Financial Corp
|
Jan 24, 2025 Q4 2024 |
607
shares
|
$49,731
0.01% of portfolio
|
Q4 2024
Added 81.74%
|