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 |
|---|---|---|---|---|---|
|
Summit Financial Strategies, Inc.
|
Jan 22, 2025 Q4 2024 |
61,413
shares
|
$5.02 Million
0.56% of portfolio
|
Q4 2024
Reduced 0.6%
|
|
|
Maven Securities LTD
St Helier, Y9 |
Feb 13, 2025 Q4 2024 |
61,269
shares
|
$5.01 Million
0.86% of portfolio
|
Q4 2024
New holding
|
|
|
Sun Life Financial Inc
Toronto, A6 |
Feb 12, 2025 Q4 2024 |
61,102
shares
|
$5 Million
0.26% of portfolio
|
Q4 2024
Added 9.5%
|
|
|
Flower City Capital
|
Jan 16, 2025 Q4 2024 |
60,402
shares
|
$4.94 Million
2.79% of portfolio
|
Q4 2024
Reduced 3.91%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
60,160
shares
|
$4.92 Million
0.09% of portfolio
|
Q4 2024
Added 11.22%
|
|
|
Executive Wealth Group LLC
Kirkland, WA |
Apr 11, 2024 Q1 2024 |
59,745
shares
|
$4.89 Million
0.96% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Mission Wealth Management, LP
|
Feb 06, 2025 Q4 2024 |
59,303
shares
|
$4.85 Million
0.11% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
Feb 11, 2025 Q4 2024 |
59,158
shares
|
$4.84 Million
2.56% of portfolio
|
Q4 2024
Added 15.57%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
59,157
shares
|
$4.84 Million
0.13% of portfolio
|
Q4 2024
Added 350.69%
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
58,925
shares
|
$4.82 Million
1.48% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
58,196
shares
|
$4.76 Million
0.02% of portfolio
|
Q4 2024
Added 26.77%
|
|
|
Choate Investment Advisors
Boston, MA |
Feb 10, 2025 Q4 2024 |
57,968
shares
|
$4.74 Million
0.11% of portfolio
|
Q4 2024
Added 12.39%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
57,651
shares
|
$4.72 Million
0.83% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Feb 07, 2025 Q4 2024 |
57,550
shares
|
$4.71 Million
0.71% of portfolio
|
Q4 2024
Added 0.73%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
57,382
shares
|
$4.69 Million
0.88% of portfolio
|
Q4 2022
Added 0.59%
|
|
|
Harbour Trust & Investment Management CO
Michigan City, IN |
Jan 28, 2025 Q4 2024 |
56,459
shares
|
$4.62 Million
0.49% of portfolio
|
Q4 2024
Added 1.25%
|
|
|
Cim Investment Management Inc
Pittsburgh, PA |
Feb 13, 2025 Q4 2024 |
56,069
shares
|
$4.59 Million
1.26% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
55,958
shares
|
$4.58 Million
0.02% of portfolio
|
Q4 2024
Reduced 66.06%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
55,360
shares
|
$4.53 Million
0.0% of portfolio
|
Q4 2024
Reduced 81.27%
|
|
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
Feb 13, 2025 Q4 2024 |
55,349
shares
|
$4.53 Million
0.17% of portfolio
|
Q4 2024
Added 10.64%
|
|
|
First Foundation Advisors
Irvine, CA |
Feb 13, 2025 Q4 2024 |
55,295
shares
|
$4.52 Million
0.16% of portfolio
|
Q4 2024
Reduced 3.88%
|
|
|
Old National Bancorp
|
Jan 23, 2025 Q4 2024 |
55,255
shares
|
$4.52 Million
0.1% of portfolio
|
Q4 2024
Reduced 7.21%
|
|
|
Midwest Professional Planners, Ltd.
Wausau, WI |
Feb 10, 2025 Q4 2024 |
55,208
shares
|
$4.52 Million
1.29% of portfolio
|
Q4 2024
Added 4.57%
|
|
|
Providence First Trust CO
|
Feb 05, 2025 Q4 2024 |
55,187
shares
|
$4.51 Million
1.6% of portfolio
|
Q4 2024
Reduced 2.53%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
55,036
shares
|
$4.5 Million
0.12% of portfolio
|
Q4 2024
Reduced 10.72%
|