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 |
|---|---|---|---|---|---|
|
Reframe Wealth, LLC
Fairfax, VA |
Mar 30, 2023 Q4 2022 |
220,624
shares
|
$17.5 Million
5.57% of portfolio
|
Q4 2022
New holding
|
|
|
First Hawaiian Bank
|
Jan 08, 2025 Q4 2024 |
220,383
shares
|
$17.5 Million
0.55% of portfolio
|
Q4 2024
Reduced 4.65%
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
216,796
shares
|
$17.2 Million
0.03% of portfolio
|
Q3 2024
Reduced 65.87%
|
|
|
Personal Cfo Solutions, LLC
|
Nov 14, 2024 Q3 2024 |
216,610
shares
|
$17.2 Million
2.57% of portfolio
|
Q3 2024
Reduced 6.79%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
212,919
shares
|
$16.9 Million
0.17% of portfolio
|
Q3 2024
Added 7.94%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
212,781
shares
|
$16.9 Million
0.53% of portfolio
|
Q3 2024
Added 1056.98%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
211,839
shares
|
$16.8 Million
0.42% of portfolio
|
Q3 2024
Added 3.12%
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
Oct 31, 2024 Q3 2024 |
211,746
shares
|
$16.8 Million
5.54% of portfolio
|
Q3 2024
Added 1.68%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Oct 22, 2024 Q1 2024 |
210,633
shares
|
$16.7 Million
10.28% of portfolio
|
Q1 2024
Added 10.61%
|
|
|
Rvw Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
210,382
shares
|
$16.7 Million
1.59% of portfolio
|
Q4 2024
Reduced 4.14%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
209,929
shares
|
$16.6 Million
0.23% of portfolio
|
Q3 2024
Reduced 60.63%
|
|
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
208,921
shares
|
$16.6 Million
8.89% of portfolio
|
Q3 2024
Reduced 16.76%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Oct 31, 2024 Q3 2024 |
208,859
shares
|
$16.5 Million
5.4% of portfolio
|
Q3 2024
Added 16.19%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Jan 31, 2025 Q4 2024 |
201,451
shares
|
$16 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Quest Investment Management LLC
Lake Oswego, OR |
Nov 13, 2024 Q3 2024 |
201,029
shares
|
$15.9 Million
2.23% of portfolio
|
Q3 2024
Reduced 3.83%
|
|
|
Patton Fund Management, Inc.
|
Jan 22, 2025 Q4 2024 |
200,638
shares
|
$15.9 Million
3.01% of portfolio
|
Q4 2024
Reduced 4.74%
|
|
|
Taikang Asset Management (Hong Kong) CO LTD
Hong Kong, K3 |
Nov 14, 2024 Q3 2024 |
200,155
shares
|
$15.9 Million
1.79% of portfolio
|
Q3 2024
Added 2.41%
|
|
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
Nov 13, 2023 Q3 2023 |
200,129
shares
|
$15.9 Million
22.05% of portfolio
|
Q3 2023
Reduced 2.65%
|
|
|
Central Bank & Trust CO
|
Jan 16, 2025 Q4 2024 |
199,943
shares
|
$15.8 Million
2.35% of portfolio
|
Q4 2024
Added 1.67%
|
|
|
De Burlo Group Inc
Boston, MA |
Nov 12, 2024 Q3 2024 |
198,200
shares
|
$15.7 Million
2.05% of portfolio
|
Q3 2024
New holding
|
|
|
Allen Investment Management LLC
|
Nov 07, 2024 Q3 2024 |
196,810
shares
|
$15.6 Million
0.2% of portfolio
|
Q3 2024
Reduced 4.51%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
196,402
shares
|
$15.6 Million
2.04% of portfolio
|
Q3 2024
Added 2.91%
|
|
|
Inspire Trust Co, N.A.
Reno, NV |
Dec 02, 2024 Q3 2024 |
193,830
shares
|
$15.4 Million
4.46% of portfolio
|
Q3 2024
Added 12.15%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
193,692
shares
|
$15.3 Million
0.05% of portfolio
|
Q2 2023
Reduced 1.1%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
193,253
shares
|
$15.3 Million
0.17% of portfolio
|
Q4 2024
Added 1.37%
|