# ISHARES TR (EFA)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/EFA/

- Reporting holders: 143
- Reported value: $716.4M
- Held through calls: 0.1%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $62.5M | 601,118 | 1.3% | 32 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $59.0M | 568,002 | 1.6% | 32 |
| [ANB BANK](https://holderbook.com/funds/2067126-anb-bank/) | $42.4M | 407,716 | 15.0% | 8 |
| [Coastline Trust Co](https://holderbook.com/funds/1324279-coastline-trust-co/) | $40.9M | 394,010 | 3.8% | 32 |
| [COLTON GROOME FINANCIAL ADVISORS, LLC](https://holderbook.com/funds/1780330-colton-groome-financial-advisors-llc/) | $34.4M | 330,827 | 8.1% | 24 |
| [Stairway Partners, LLC](https://holderbook.com/funds/1454138-stairway-partners-llc/) | $28.9M | 277,784 | 1.4% | 32 |
| [Prosperity Planning, Inc.](https://holderbook.com/funds/1843292-prosperity-planning-inc/) | $27.1M | 260,791 | 6.0% | 24 |
| [Heartwood Wealth Advisors LLC](https://holderbook.com/funds/1794935-heartwood-wealth-advisors-llc/) | $19.1M | 183,874 | 1.5% | 28 |
| [CANANDAIGUA NATIONAL BANK & TRUST CO](https://holderbook.com/funds/1074266-canandaigua-national-bank-trust-co/) | $17.3M | 166,123 | 1.5% | 8 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $17.0M | 163,409 | 0.5% | 20 |
| [DIVERSIFIED MANAGEMENT INC](https://holderbook.com/funds/922372-diversified-management-inc/) | $15.8M | 151,846 | 2.8% | 4 |
| [Shulman DeMeo Asset Management LLC](https://holderbook.com/funds/1767070-shulman-demeo-asset-management-llc/) | $14.9M | 143,310 | 2.9% | 21 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $14.7M | 141,145 | 0.1% | 16 |
| [LWM ADVISORS INC](https://holderbook.com/funds/2067328-lwm-advisors-inc/) | $14.5M | 140,023 | 11.0% | 8 |
| [AVITY INVESTMENT MANAGEMENT INC.](https://holderbook.com/funds/926834-avity-investment-management-inc/) | $14.5M | 139,269 | 0.9% | 32 |
| [RVW Wealth, LLC](https://holderbook.com/funds/1756543-rvw-wealth-llc/) | $14.2M | 137,032 | 0.9% | 27 |
| [TITLEIST ASSET MANAGEMENT, LLC](https://holderbook.com/funds/1977759-titleist-asset-management-llc/) | $12.6M | 121,442 | 0.8% | 15 |
| [Sincerus Advisory, LLC](https://holderbook.com/funds/2050968-sincerus-advisory-llc/) | $11.5M | 111,088 | 7.5% | 8 |
| [Venture Visionary Partners LLC](https://holderbook.com/funds/1792283-venture-visionary-partners-llc/) | $11.4M | 109,483 | 0.3% | 28 |
| [Grove Bank & Trust](https://holderbook.com/funds/1662212-grove-bank-trust/) | $11.1M | 106,828 | 1.1% | 32 |
| [FIRST FINANCIAL BANK - TRUST DIVISION](https://holderbook.com/funds/1315339-first-financial-bank-trust-division/) | $9.9M | 95,621 | 0.7% | 32 |
| [CENTRAL BANK & TRUST CO](https://holderbook.com/funds/1175954-central-bank-trust-co/) | $9.3M | 89,369 | 1.3% | 32 |
| [Financial Enhancement Group LLC](https://holderbook.com/funds/1641438-financial-enhancement-group-llc/) | $9.3M | 89,812 | 1.1% | 16 |
| [Prism Advisors, Inc.](https://holderbook.com/funds/1717027-prism-advisors-inc/) | $8.9M | 87,130 | 2.2% | 32 |
| [Baron Financial Group, LLC](https://holderbook.com/funds/1832093-baron-financial-group-llc/) | $7.7M | 74,156 | 3.8% | 25 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 143 | $716.4M |
| Q2 2026 | 2,278 | $77.4B |
| Q1 2026 | 2,209 | $73.4B |
| Q4 2025 | 2,220 | $70.3B |
| Q3 2025 | 2,061 | $69.7B |
| Q2 2025 | 2,045 | $64.4B |
| Q1 2025 | 1,981 | $57.9B |
| Q4 2024 | 1,961 | $55.8B |
| Q3 2024 | 1,880 | $64.0B |
| Q2 2024 | 1,866 | $61.4B |
| Q1 2024 | 1,868 | $66.2B |
| Q4 2023 | 1,880 | $57.8B |