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 |
|---|---|---|---|---|---|
|
Ipswich Investment Management Co., Inc.
|
Feb 03, 2025 Q4 2024 |
4,524
shares
|
$374,361
0.08% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Jan 21, 2025 Q4 2024 |
4,514
shares
|
$373,533
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Feb 10, 2025 Q4 2024 |
4,506
shares
|
$372,871
0.08% of portfolio
|
Q4 2024
Added 5.87%
|
|
|
Hillcrest Wealth Advisors Ny, LLC
|
Jan 21, 2025 Q4 2024 |
4,500
shares
|
$372,375
0.16% of portfolio
|
Q2 2021
Added 12.5%
|
|
|
American Investment Services, Inc.
|
Mar 03, 2025 Q4 2024 |
4,477
shares
|
$370,471
0.06% of portfolio
|
Q4 2024
Added 15.42%
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
4,472
shares
|
$370,058
0.21% of portfolio
|
Q4 2024
Added 1.5%
|
|
|
Meridian Financial Partners LLC
|
Jan 14, 2025 Q4 2024 |
4,455
shares
|
$368,651
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
4,444
shares
|
$367,741
0.22% of portfolio
|
Q4 2021
New holding
|
|
|
Interactive Financial Advisors
Chicago, IL |
Feb 06, 2025 Q4 2024 |
4,443
shares
|
$367,658
0.18% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Carrera Capital Advisors
Troy, MI |
Feb 06, 2025 Q4 2024 |
4,436
shares
|
$367,079
0.08% of portfolio
|
Q4 2024
Added 1.23%
|
|
|
Joseph Group Capital Management
Columbus, OH |
Feb 12, 2025 Q4 2024 |
4,432
shares
|
$366,748
0.15% of portfolio
|
Q4 2024
Added 111.96%
|
|
|
Verum Partners LLC
Charlotte, NC |
Jan 17, 2025 Q4 2024 |
4,429
shares
|
$366,499
0.1% of portfolio
|
Q2 2024
Reduced 0.56%
|
|
|
Baldwin Investment Management, LLC
|
Feb 14, 2025 Q4 2024 |
4,428
shares
|
$366,417
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
4,408
shares
|
$364,762
0.33% of portfolio
|
Q2 2024
Reduced 11.86%
|
|
|
Essex Financial Services, Inc.
|
Jan 29, 2025 Q4 2024 |
4,404
shares
|
$364,431
0.02% of portfolio
|
Q4 2024
Added 1.52%
|
|
|
Bellwether Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
4,401
shares
|
$364,182
0.06% of portfolio
|
Q3 2024
Added 1.92%
|
|
|
Hm Capital Management, LLC
Clayton, MO |
Nov 04, 2022 Q3 2022 |
4,396
shares
|
$363,769
0.15% of portfolio
|
Q2 2022
Added 0.02%
|
|
|
Shelton Capital Management
Denver, CO |
Feb 13, 2025 Q4 2024 |
4,329
shares
|
$358,224
0.01% of portfolio
|
Q4 2024
Added 56.06%
|
|
|
Delta Investment Management, LLC
|
Feb 14, 2025 Q4 2024 |
4,326
shares
|
$357,976
0.07% of portfolio
|
Q2 2024
Added 1.17%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Feb 12, 2025 Q4 2024 |
4,323
shares
|
$357,728
0.1% of portfolio
|
Q4 2024
Reduced 25.76%
|
|
|
Financial Insights, Inc.
|
Mar 05, 2025 Q4 2024 |
4,320
shares
|
$357,480
0.13% of portfolio
|
Q4 2024
Reduced 71.32%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Jan 24, 2025 Q4 2024 |
4,316
shares
|
$357,149
0.02% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Tradition Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
4,310
shares
|
$356,652
0.03% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Cohen Klingenstein LLC
|
Jan 15, 2025 Q4 2024 |
4,300
shares
|
$355,825
0.01% of portfolio
|
Q3 2017
New holding
|
|
|
Charles Schwab Trust CO
|
Jan 16, 2025 Q4 2024 |
4,300
shares
|
$355,825
0.03% of portfolio
|
Q1 2024
Reduced 13.13%
|