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 2,216 institutions that hold shares in the stock, with a total of 588 Million shares, which have been reported (via 13F filing form) to have a value of $48.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Shulman De Meo Asset Management LLC
|
Jan 14, 2025 Q4 2024 |
150,638
shares
|
$12.5 Million
3.07% of portfolio
|
Q4 2024
Reduced 1.5%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
150,168
shares
|
$12.4 Million
0.41% of portfolio
|
Q4 2024
Added 5.93%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
150,105
shares
|
$12.4 Million
0.07% of portfolio
|
Q4 2024
Reduced 3.06%
|
|
|
Sns Financial Group, LLC
|
Jan 31, 2025 Q4 2024 |
149,203
shares
|
$12.3 Million
1.16% of portfolio
|
Q4 2024
Reduced 8.74%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Feb 11, 2025 Q4 2024 |
148,770
shares
|
$12.3 Million
0.28% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Jan 23, 2025 Q4 2024 |
148,412
shares
|
$12.3 Million
0.73% of portfolio
|
Q4 2024
Added 1.44%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
147,408
shares
|
$12.2 Million
0.28% of portfolio
|
Q4 2024
Reduced 4.69%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
147,300
shares
|
$12.2 Million
0.36% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Feb 13, 2025 Q4 2024 |
147,054
shares
|
$12.2 Million
1.47% of portfolio
|
Q4 2024
Added 4.17%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
145,140
shares
|
$12 Million
0.13% of portfolio
|
Q2 2024
Reduced 0.85%
|
|
|
Martin & CO Inc
Knoxville, TN |
Jan 31, 2025 Q4 2024 |
142,787
shares
|
$11.8 Million
2.92% of portfolio
|
Q4 2024
Reduced 3.07%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Feb 11, 2025 Q4 2024 |
142,735
shares
|
$11.8 Million
0.0% of portfolio
|
Q4 2024
Added 2.71%
|
|
|
Brickley Wealth Management
|
Jan 27, 2025 Q4 2024 |
141,999
shares
|
$11.8 Million
2.18% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Waters Parkerson & Co., LLC
|
Feb 14, 2025 Q4 2024 |
141,796
shares
|
$11.7 Million
0.59% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Corundum Group, Inc.
|
Jan 16, 2025 Q4 2024 |
141,410
shares
|
$11.7 Million
4.02% of portfolio
|
Q4 2024
Added 9.05%
|
|
|
Svb Wealth LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
141,344
shares
|
$11.7 Million
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
Aug 09, 2022 Q2 2022 |
141,127
shares
|
$11.7 Million
5.62% of portfolio
|
Q2 2022
Reduced 9.82%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
140,511
shares
|
$11.6 Million
8.21% of portfolio
|
Q2 2023
Reduced 4.06%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
139,724
shares
|
$11.6 Million
6.24% of portfolio
|
Q4 2023
Added 2.24%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
139,084
shares
|
$11.5 Million
0.39% of portfolio
|
Q4 2024
Reduced 0.35%
|
|
|
Crestwood Advisors Group LLC
|
Feb 04, 2025 Q4 2024 |
137,937
shares
|
$11.4 Million
0.2% of portfolio
|
Q4 2024
Reduced 5.84%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Jan 14, 2025 Q4 2024 |
137,025
shares
|
$11.3 Million
5.17% of portfolio
|
Q4 2024
Added 22.1%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Jan 02, 2025 Q4 2024 |
136,265
shares
|
$11.3 Million
0.97% of portfolio
|
Q4 2024
Added 18.2%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Jan 13, 2025 Q4 2024 |
136,081
shares
|
$11.3 Million
2.83% of portfolio
|
Q4 2024
Reduced 0.73%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
134,836
shares
|
$11.2 Million
1.34% of portfolio
|
Q3 2024
Reduced 3.81%
|