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 2,144 institutions that hold shares in the stock, with a total of 574 Million shares, which have been reported (via 13F filing form) to have a value of $45.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
190,633
shares
|
$15.1 Million
0.24% of portfolio
|
Q3 2024
Reduced 6.34%
|
|
|
Wellington Management Group LLP
Boston, MA |
Nov 14, 2024 Q3 2024 |
189,698
shares
|
$15 Million
0.0% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Heartwood Wealth Advisors LLC
|
Jan 10, 2025 Q4 2024 |
189,627
shares
|
$15 Million
1.63% of portfolio
|
Q4 2024
Reduced 1.44%
|
|
|
North Rock Partners, LLC
|
Oct 30, 2024 Q3 2024 |
189,255
shares
|
$15 Million
1.39% of portfolio
|
Q3 2024
Reduced 5.15%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
187,801
shares
|
$14.9 Million
0.11% of portfolio
|
Q3 2024
Added 13.28%
|
|
|
Hantz Financial Services, Inc.
|
Jan 23, 2025 Q4 2024 |
187,234
shares
|
$14.8 Million
0.25% of portfolio
|
Q4 2024
Reduced 1.65%
|
|
|
Rmb Capital Management, LLC
|
Nov 06, 2024 Q3 2024 |
186,855
shares
|
$14.8 Million
0.36% of portfolio
|
Q3 2024
Reduced 35.47%
|
|
|
Litman Gregory Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
185,924
shares
|
$14.7 Million
1.22% of portfolio
|
Q4 2024
Reduced 3.14%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
184,956
shares
|
$14.7 Million
0.05% of portfolio
|
Q3 2024
Reduced 3.57%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Jan 28, 2025 Q4 2024 |
183,469
shares
|
$14.5 Million
2.3% of portfolio
|
Q4 2024
Added 3.31%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jan 06, 2025 Q4 2024 |
183,413
shares
|
$14.5 Million
1.39% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
181,064
shares
|
$14.3 Million
0.14% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Eq LLC
Mercer Island, WA |
Nov 07, 2024 Q3 2024 |
180,435
shares
|
$14.3 Million
7.6% of portfolio
|
Q3 2024
Added 5.07%
|
|
|
Cape Ann Savings Bank
Gloucester, MA |
Oct 08, 2024 Q3 2024 |
178,538
shares
|
$14.1 Million
8.71% of portfolio
|
Q3 2024
Added 8.28%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
176,969
shares
|
$14 Million
0.71% of portfolio
|
Q4 2024
Added 1.85%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
176,539
shares
|
$14 Million
0.13% of portfolio
|
Q3 2024
Added 11.99%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
175,363
shares
|
$13.9 Million
0.55% of portfolio
|
Q3 2024
Added 40.37%
|
|
|
Marquette Associates, Inc.
Chicago, IL |
Nov 14, 2024 Q3 2024 |
175,334
shares
|
$13.9 Million
10.56% of portfolio
|
Q2 2024
Added 1.04%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
175,129
shares
|
$13.9 Million
0.93% of portfolio
|
Q4 2024
Added 0.78%
|
|
|
Cibc World Markets Corp
New York, NY |
Nov 13, 2024 Q3 2024 |
174,633
shares
|
$13.8 Million
0.11% of portfolio
|
Q3 2024
Added 1.91%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
174,089
shares
|
$13.8 Million
0.29% of portfolio
|
Q4 2022
Reduced 0.35%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
173,871
shares
|
$13.8 Million
0.27% of portfolio
|
Q3 2024
Reduced 1.32%
|
|
|
Simplex Trading, LLC
|
Nov 08, 2024 Q3 2024 |
173,650
shares
|
$13.8 Million
0.52% of portfolio
|
Q3 2024
New holding
|
|
|
Hills Bank & Trust CO
|
Oct 28, 2024 Q3 2024 |
172,407
shares
|
$13.7 Million
1.14% of portfolio
|
Q3 2024
Reduced 0.61%
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2024 Q3 2024 |
170,772
shares
|
$13.5 Million
0.69% of portfolio
|
Q2 2024
Reduced 0.11%
|