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 |
|---|---|---|---|---|---|
|
Allie Family Office LLC
|
Aug 13, 2025 Q2 2025 |
305,016
shares
|
$28.4 Million
12.63% of portfolio
|
Q2 2025
Added 24.4%
|
|
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
Aug 14, 2025 Q2 2025 |
304,801
shares
|
$28.3 Million
0.68% of portfolio
|
Q1 2019
Reduced 55.31%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
303,172
shares
|
$28.2 Million
0.27% of portfolio
|
Q1 2025
Added 4.6%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
299,590
shares
|
$27.9 Million
4.97% of portfolio
|
Q1 2023
Added 0.59%
|
|
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
295,381
shares
|
$27.5 Million
3.35% of portfolio
|
Q2 2025
New holding
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
294,650
shares
|
$27.4 Million
0.25% of portfolio
|
Q2 2025
Added 15.16%
|
|
|
New Harbor Financial Group, LLC
Leominster, MA |
Aug 13, 2025 Q2 2025 |
292,337
shares
|
$27.2 Million
6.05% of portfolio
|
Q2 2025
Added 1.65%
|
|
|
First Pacific Financial
|
Jul 18, 2025 Q2 2025 |
291,442
shares
|
$27.1 Million
5.05% of portfolio
|
Q2 2025
New holding
|
|
|
Tanglewood Wealth Management, Inc.
|
Jul 21, 2025 Q2 2025 |
291,019
shares
|
$27.1 Million
2.68% of portfolio
|
Q2 2025
Reduced 0.34%
|
|
|
Courier Capital LLC
|
Jul 28, 2025 Q2 2025 |
288,299
shares
|
$26.8 Million
1.59% of portfolio
|
Q2 2025
Added 0.78%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
284,971
shares
|
$26.5 Million
0.49% of portfolio
|
Q2 2025
Added 80.85%
|
|
|
Lazard Asset Management LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
284,452
shares
|
$26.5 Million
0.04% of portfolio
|
Q2 2025
Reduced 40.38%
|
|
|
Aristotle Capital Management, LLC
Los Angeles, CA |
Aug 14, 2025 Q2 2025 |
284,157
shares
|
$26.4 Million
0.05% of portfolio
|
Q2 2025
Reduced 14.18%
|
|
|
Ziegler Capital Management, LLC
|
May 15, 2024 Q1 2024 |
282,692
shares
|
$26.3 Million
0.8% of portfolio
|
Q3 2023
Reduced 0.99%
|
|
|
Verger Capital Management LLC
|
Jul 24, 2025 Q2 2025 |
280,532
shares
|
$26.1 Million
9.87% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Latigo Investments, LLC
|
May 06, 2025 Q1 2025 |
278,590
shares
|
$25.9 Million
12.14% of portfolio
|
Q4 2022
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
274,321
shares
|
$25.5 Million
0.14% of portfolio
|
Q2 2025
Reduced 6.92%
|
|
|
Arrien Investments, Inc.
Boise, ID |
Jul 30, 2025 Q2 2025 |
273,979
shares
|
$25.5 Million
15.48% of portfolio
|
Q2 2025
Reduced 4.14%
|
|
|
Drw Securities, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
271,395
shares
|
$25.2 Million
0.57% of portfolio
|
Q2 2025
New holding
|
|
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
Aug 14, 2025 Q2 2025 |
265,404
shares
|
$24.7 Million
12.12% of portfolio
|
Q2 2025
Added 39.75%
|
|
|
Drw Securities, L.L.C.
Chicago, IL |
Nov 14, 2022 Q3 2022 |
265,325
shares
|
$24.7 Million
0.31% of portfolio
|
Q3 2022
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
263,757
shares
|
$24.5 Million
0.16% of portfolio
|
Q2 2025
Reduced 1.93%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Jul 31, 2025 Q2 2025 |
260,254
shares
|
$24.2 Million
0.28% of portfolio
|
Q2 2025
Reduced 21.13%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
258,511
shares
|
$24 Million
0.7% of portfolio
|
Q2 2025
Reduced 2.63%
|
|
|
Waterway Wealth Management, LLC
The Woodlands, TX |
Aug 14, 2025 Q2 2025 |
256,256
shares
|
$23.8 Million
6.93% of portfolio
|
Q2 2025
Reduced 48.41%
|