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 |
|---|---|---|---|---|---|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Feb 12, 2025 Q4 2024 |
4,078
shares
|
$337,454
0.07% of portfolio
|
Q4 2024
Added 1.32%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
4,075
shares
|
$337,206
0.01% of portfolio
|
Q4 2024
Reduced 21.07%
|
|
|
Wealthstream Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
4,068
shares
|
$336,627
0.06% of portfolio
|
Q4 2023
Added 1.24%
|
|
|
Archford Capital Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
4,028
shares
|
$333,317
0.05% of portfolio
|
Q4 2024
Reduced 55.77%
|
|
|
S.A. Mason LLC
|
Jan 24, 2025 Q4 2024 |
4,024
shares
|
$332,986
0.16% of portfolio
|
Q4 2024
Reduced 4.73%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Feb 10, 2025 Q4 2024 |
4,016
shares
|
$332,324
0.09% of portfolio
|
Q4 2024
Added 12.46%
|
|
|
Redw Wealth LLC
|
Feb 07, 2025 Q4 2024 |
4,014
shares
|
$332,158
0.11% of portfolio
|
Q4 2024
Added 25.16%
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
4,004
shares
|
$331,331
0.05% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
4,003
shares
|
$331,248
0.02% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Feb 04, 2025 Q4 2024 |
4,002
shares
|
$331,165
0.14% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
Feb 11, 2025 Q4 2024 |
4,000
shares
|
$331,000
0.2% of portfolio
|
Q3 2024
Added 5.26%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
3,996
shares
|
$330,669
0.03% of portfolio
|
Q4 2024
Added 5.21%
|
|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Jan 14, 2025 Q4 2024 |
3,988
shares
|
$330,007
0.05% of portfolio
|
Q1 2023
Reduced 39.57%
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Jan 14, 2025 Q4 2024 |
3,968
shares
|
$328,352
0.06% of portfolio
|
Q3 2024
Added 43.25%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Feb 13, 2025 Q4 2024 |
3,956
shares
|
$327,359
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Valley Financial Group, Inc.
Ambler, PA |
Feb 14, 2025 Q4 2024 |
3,946
shares
|
$326,531
0.21% of portfolio
|
Q1 2024
Reduced 31.12%
|
|
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
Mar 04, 2025 Q4 2024 |
3,937
shares
|
$325,786
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Asset Allocation & Management Company, LLC
|
Jan 13, 2025 Q4 2024 |
3,930
shares
|
$325,207
0.16% of portfolio
|
Q2 2022
Reduced 86.18%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 14, 2025 Q4 2024 |
3,925
shares
|
$324,793
0.03% of portfolio
|
Q4 2024
Added 5.97%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Feb 10, 2025 Q4 2024 |
3,921
shares
|
$324,462
0.03% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Feb 04, 2025 Q4 2024 |
3,921
shares
|
$324,462
0.07% of portfolio
|
Q4 2024
Reduced 4.48%
|
|
|
Vahanian & Associates Financial Planning Inc.
|
Jan 24, 2024 Q4 2023 |
3,900
shares
|
$322,725
1.2% of portfolio
|
Q4 2023
Reduced 33.9%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Jan 30, 2025 Q4 2024 |
3,891
shares
|
$321,980
0.15% of portfolio
|
Q4 2024
Added 42.95%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Feb 13, 2025 Q4 2024 |
3,874
shares
|
$320,573
0.09% of portfolio
|
Q4 2024
Reduced 86.06%
|
|
|
Ahl Investment Management, Inc.
|
Jan 16, 2025 Q4 2024 |
3,869
shares
|
$320,159
0.2% of portfolio
|
Q4 2024
Reduced 1.05%
|