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 2,158 institutions that hold shares in the stock, with a total of 576 Million shares, which have been reported (via 13F filing form) to have a value of $45.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Feb 04, 2025 Q4 2024 |
4,002
shares
|
$318,759
0.14% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
Nov 13, 2024 Q3 2024 |
4,000
shares
|
$318,600
0.22% of portfolio
|
Q3 2024
Added 5.26%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
3,996
shares
|
$318,281
0.03% of portfolio
|
Q4 2024
Added 5.21%
|
|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Jan 14, 2025 Q4 2024 |
3,988
shares
|
$317,644
0.05% of portfolio
|
Q1 2023
Reduced 39.57%
|
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Nov 19, 2024 Q3 2024 |
3,973
shares
|
$316,449
0.18% of portfolio
|
Q3 2024
Added 37.86%
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Jan 14, 2025 Q4 2024 |
3,968
shares
|
$316,051
0.06% of portfolio
|
Q3 2024
Added 43.25%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Nov 06, 2024 Q3 2024 |
3,965
shares
|
$315,812
0.01% of portfolio
|
Q2 2024
Reduced 6.6%
|
|
|
Valley Financial Group, Inc.
Ambler, PA |
Nov 14, 2024 Q3 2024 |
3,946
shares
|
$314,298
0.23% of portfolio
|
Q1 2024
Reduced 31.12%
|
|
|
Asset Allocation & Management Company, LLC
|
Jan 13, 2025 Q4 2024 |
3,930
shares
|
$313,024
0.16% of portfolio
|
Q2 2022
Reduced 86.18%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 14, 2025 Q4 2024 |
3,925
shares
|
$312,626
0.03% of portfolio
|
Q4 2024
Added 5.97%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Feb 04, 2025 Q4 2024 |
3,921
shares
|
$312,307
0.07% of portfolio
|
Q4 2024
Reduced 4.48%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Oct 31, 2024 Q3 2024 |
3,920
shares
|
$312,228
0.03% of portfolio
|
Q2 2024
Reduced 0.33%
|
|
|
Vahanian & Associates Financial Planning Inc.
|
Jan 24, 2024 Q4 2023 |
3,900
shares
|
$310,635
1.2% of portfolio
|
Q4 2023
Reduced 33.9%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Jan 30, 2025 Q4 2024 |
3,891
shares
|
$309,918
0.15% of portfolio
|
Q4 2024
Added 42.95%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
3,880
shares
|
$309,042
0.03% of portfolio
|
Q3 2024
Reduced 0.92%
|
|
|
American Investment Services, Inc.
|
Nov 14, 2024 Q3 2024 |
3,879
shares
|
$308,962
0.06% of portfolio
|
Q2 2024
Reduced 0.51%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 14, 2024 Q3 2024 |
3,875
shares
|
$308,643
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ahl Investment Management, Inc.
|
Jan 16, 2025 Q4 2024 |
3,869
shares
|
$308,165
0.2% of portfolio
|
Q4 2024
Reduced 1.05%
|
|
|
Cornerstone Wealth Advisors, Inc.
|
Jan 21, 2025 Q4 2024 |
3,857
shares
|
$307,210
0.08% of portfolio
|
Q3 2024
Reduced 1.28%
|
|
|
Bull Street Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
3,853
shares
|
$306,891
0.14% of portfolio
|
Q2 2021
Reduced 2.87%
|
|
|
Ritholtz Wealth Management
|
Jan 14, 2025 Q4 2024 |
3,842
shares
|
$306,015
0.01% of portfolio
|
Q4 2024
Added 11.33%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Jan 14, 2025 Q4 2024 |
3,841
shares
|
$305,935
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
3,796
shares
|
$302,351
0.07% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Johnson Financial Group, LLC
Denver, CO |
Feb 04, 2025 Q4 2024 |
3,794
shares
|
$302,192
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Jan 21, 2025 Q4 2024 |
3,790
shares
|
$301,873
0.23% of portfolio
|
Q4 2024
Added 1.42%
|