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 2,165 institutions that hold shares in the stock, with a total of 579 Million shares, which have been reported (via 13F filing form) to have a value of $46.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wells Trecaso Financial Group, LLC
|
Jan 17, 2025 Q4 2024 |
11,043
shares
|
$879,574
0.27% of portfolio
|
Q2 2024
Reduced 5.15%
|
|
|
Waldron Private Wealth LLC
|
Jan 23, 2025 Q4 2024 |
11,028
shares
|
$878,380
0.03% of portfolio
|
Q4 2024
Reduced 32.1%
|
|
|
Claro Advisors LLC
Boston, MA |
Jan 13, 2025 Q4 2024 |
11,024
shares
|
$878,061
0.13% of portfolio
|
Q4 2024
Reduced 4.25%
|
|
|
Family Management Corp
New York, NY |
Nov 14, 2024 Q3 2024 |
10,932
shares
|
$870,733
0.15% of portfolio
|
Q3 2024
Added 13.41%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
10,900
shares
|
$868,185
0.12% of portfolio
|
Q3 2022
Reduced 20.73%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jan 08, 2025 Q3 2024 |
10,890
shares
|
$867,388
0.11% of portfolio
|
Q3 2024
Reduced 5.3%
|
|
|
Ground Swell Capital, LLC
Folly Beach, SC |
Oct 29, 2024 Q3 2024 |
10,871
shares
|
$865,875
0.82% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
10,867
shares
|
$865,556
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Ironwood Investment Counsel, LLC
|
Feb 10, 2025 Q4 2024 |
10,858
shares
|
$864,839
0.15% of portfolio
|
Q4 2024
Reduced 5.65%
|
|
|
Park National Corp
|
Jan 08, 2025 Q4 2024 |
10,783
shares
|
$858,865
0.03% of portfolio
|
Q4 2024
Added 5.78%
|
|
|
Cfm Wealth Partners LLC
|
Jan 24, 2025 Q4 2024 |
10,746
shares
|
$855,918
0.14% of portfolio
|
Q4 2024
Added 2.41%
|
|
|
Avity Investment Management Inc.
|
Jan 14, 2025 Q4 2024 |
10,647
shares
|
$848,033
0.06% of portfolio
|
Q4 2024
Added 0.81%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Feb 07, 2025 Q4 2024 |
10,644
shares
|
$847,794
0.24% of portfolio
|
Q4 2024
Added 13.56%
|
|
|
First American Trust, Fsb
|
Nov 12, 2024 Q3 2024 |
10,628
shares
|
$846,520
0.09% of portfolio
|
Q3 2024
Added 51.2%
|
|
|
Essex Savings Bank
|
Jan 14, 2025 Q4 2024 |
10,590
shares
|
$843,493
0.2% of portfolio
|
Q4 2024
Reduced 2.04%
|
|
|
Private Wealth Group, LLC
|
Jan 17, 2025 Q4 2024 |
10,569
shares
|
$841,820
0.4% of portfolio
|
Q4 2022
Reduced 2.42%
|
|
|
Patriot Investment Management Inc.
|
Jan 21, 2025 Q4 2024 |
10,535
shares
|
$839,112
0.06% of portfolio
|
Q4 2024
Reduced 1.49%
|
|
|
Keudell
|
Jan 23, 2025 Q4 2024 |
10,527
shares
|
$838,475
0.21% of portfolio
|
Q4 2024
Added 4.33%
|
|
|
Genesis Private Wealth, LLC
Ashburn, VA |
Jan 17, 2025 Q4 2024 |
10,498
shares
|
$836,165
0.44% of portfolio
|
Q4 2024
New holding
|
|
|
Greenup Street Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
10,440
shares
|
$831,546
0.16% of portfolio
|
Q4 2024
Reduced 79.0%
|
|
|
Marcum Wealth, LLC
|
Jan 13, 2025 Q4 2024 |
10,432
shares
|
$830,908
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Uma Financial Services, Inc.
|
Oct 16, 2024 Q3 2024 |
10,407
shares
|
$828,917
0.16% of portfolio
|
Q3 2024
Reduced 3.97%
|
|
|
O'Connor Financial Group LLC
Quincy, IL |
Jan 06, 2025 Q4 2024 |
10,404
shares
|
$828,678
0.41% of portfolio
|
Q4 2024
Added 1.94%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 13, 2025 Q4 2024 |
10,394
shares
|
$827,882
0.16% of portfolio
|
Q4 2024
Added 0.66%
|
|
|
Financial Guidance Group, Inc.
|
Jan 29, 2025 Q4 2024 |
10,375
shares
|
$826,368
0.48% of portfolio
|
Q4 2024
Added 75.85%
|