ISHARES TR (EFA)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
2,193
Reporting holders
$73.5B
Reported value
17.7%
Held as options
+64
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $9.8B | 94,036,634 | 0.15% | 8q | HELD |
| BANK OF AMERICA CORP /DE/ | $4.2B | 40,238,465 | 0.27% | 31q | +1.5%+$62.8M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $4.2B | 2,078,499 | 0.33% | 31q | -27.5%-$1.6B |
| GOLDMAN SACHS GROUP INC | $4.1B | 32,796,461 | 0.36% | 31q | +6.2%+$238.2M |
| MORGAN STANLEY | $3.2B | 30,454,694 | 0.17% | 35q | +1.8%+$55.4M |
| WELLS FARGO & COMPANY/MN | $2.3B | 16,095,002 | 0.37% | 31q | -52.3%-$2.5B |
| NORTHERN TRUST CORP | $2.2B | 21,440,272 | 0.26% | 31q | -2.7%-$60.9M |
| JANE STREET GROUP, LLC | $2.1B | 2,001,202 | 0.18% | 31q | +250.9%+$1.5B |
| JPMORGAN CHASE & CO | $2.1B | 20,067,791 | 0.11% | 31q | -5.8%-$127.5M |
| ROYAL BANK OF CANADA | $1.9B | 10,969,164 | 0.28% | 31q | +3.0%+$55.5M |
| UBS Group AG | $1.7B | 12,331,932 | 0.21% | 31q | -15.3%-$304.1M |
| CITIGROUP INC | $1.1B | 3,866,685 | 0.36% | 31q | +76.9%+$480.3M |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | $1.1B | 10,419,892 | 12.69% | 28q | -7.7%-$90.3M |
| FMR LLC | $883.1M | 8,501,459 | 0.04% | 31q | -1.3%-$11.8M |
| PNC Financial Services Group, Inc. | $871.9M | 8,393,669 | 0.43% | 31q | HELD |
| TD Asset Management Inc | $867.0M | 8,346,135 | 0.75% | 31q | -8.8%-$83.4M |
| Bank of New York Mellon Corp | $830.9M | 7,866,768 | 0.14% | 31q | HELD |
| ENVESTNET ASSET MANAGEMENT INC | $756.8M | 7,285,707 | 0.18% | 31q | +10.9%+$74.2M |
| BARCLAYS PLC | $751.0M | 1,891,212 | 0.14% | 31q | -14.9%-$131.0M |
| US BANCORP \DE\ | $736.7M | 7,091,487 | 0.80% | 31q | -0.6%-$4.3M |
| JONES FINANCIAL COMPANIES LLLP | $680.0M | 6,626,048 | 0.27% | 31q | +4.3%+$27.8M |
| AlTi Global, Inc. | $608.1M | 5,853,778 | 12.57% | 11q | -5.9%-$38.3M |
| BANK OF MONTREAL /CAN/ | $598.1M | 4,674,517 | 0.20% | 31q | HELD |
| CITADEL ADVISORS LLC | $592.2M | 38,895 | 0.07% | 31q | -56.0%-$752.4M |
| LPL Financial LLC | $591.1M | 5,668,075 | 0.13% | 31q | HELD |
| TRUIST FINANCIAL CORP | $492.6M | 4,742,255 | 0.59% | 31q | -0.7%-$3.5M |
| Parallax Volatility Advisers, L.P. | $467.4M | options only | 0.79% | 31q | OPTIONS |
| RAYMOND JAMES FINANCIAL INC | $394.9M | 3,801,560 | 0.11% | 7q | HELD |
| FIFTH THIRD BANCORP | $389.8M | 3,752,543 | 0.63% | 31q | HELD |
| MILLENNIUM MANAGEMENT LLC | $381.0M | 478,517 | 0.14% | 31q | +227.4%+$264.6M |
| AMERIPRISE FINANCIAL INC | $342.0M | 3,289,484 | 0.07% | 31q | -57.3%-$459.3M |
| Corient Private Wealth LP | $340.7M | 3,280,062 | 0.22% | 15q | +61.8%+$130.1M |
| Rockefeller Capital Management L.P. | $334.4M | 3,218,966 | 0.51% | 31q | +4.2%+$13.6M |
| MERCER GLOBAL ADVISORS INC /ADV | $314.4M | 3,026,627 | 0.20% | 30q | +85.4%+$144.8M |
| Sand Hill Global Advisors, LLC | $311.2M | 2,996,113 | 9.37% | 31q | -0.8%-$2.5M |
| Mariner, LLC | $300.4M | 2,891,642 | 0.32% | 31q | -7.5%-$24.5M |
| Hackensack Meridian Health, Inc. | $293.4M | 2,823,932 | 19.81% | 10q | +18.5%+$45.8M |
| MACKENZIE FINANCIAL CORP | $276.9M | 2,665,967 | 0.28% | 31q | +5.5%+$14.5M |
| BNP PARIBAS FINANCIAL MARKETS | $265.7M | 810,792 | 0.09% | 31q | -53.9%-$310.5M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $264.0M | 2,541,735 | 0.14% | 31q | +3.5%+$8.9M |
| OLD MISSION CAPITAL LLC | $256.6M | 1,446,895 | 4.07% | 8q | HELD |
| Allianz Asset Management GmbH | $247.4M | 37 | 0.22% | 16q | +2.8%+$6.7M |
| Squarepoint Ops LLC | $244.0M | 114,494 | 0.27% | 13q | +361.2%+$191.1M |
| Badgley Phelps Wealth Managers, LLC | $239.7M | 2,307,217 | 4.20% | 20q | +2.1%+$5.0M |
| Calamos Advisors LLC | $238.7M | options only | 0.79% | 8q | OPTIONS |
| REGIONS FINANCIAL CORP | $226.3M | 2,178,289 | 1.35% | 31q | +4.9%+$10.6M |
| Cullen/Frost Bankers, Inc. | $211.9M | 2,040,031 | 2.09% | 31q | +1.3%+$2.8M |
| Creative Planning | $211.9M | 2,039,695 | 0.12% | 31q | -2.3%-$5.0M |
| Passaic Partners LLC | $211.7M | options only | 15.59% | 2q | OPTIONS |
| PRUDENTIAL FINANCIAL INC | $210.8M | 2,029,382 | 0.23% | 33q | +3.8%+$7.7M |
| CIBC Bancorp USA Inc. | $208.2M | 2,008,148 | 0.25% | 3q | +9.5%+$18.0M |
| Hirtle & Co., LLC | $205.7M | 1,980,601 | 6.76% | 31q | -0.9%-$1.9M |
| Jain Global LLC | $192.9M | 210,534 | 0.76% | 6q | -19.3%-$46.0M |
| Cetera Investment Advisers | $186.5M | 1,795,591 | 0.17% | 31q | +2.5%+$4.5M |
| STOCK YARDS BANK & TRUST CO | $181.6M | 1,748,076 | 2.60% | 31q | +106.3%+$93.6M |
| Cerity Partners LLC | $177.4M | 2,008,850 | 0.21% | 31q | +19.4%+$28.8M |
| OSAIC HOLDINGS, INC. | $174.5M | 1,679,951 | 0.21% | 26q | +11.7%+$18.3M |
| HighTower Advisors, LLC | $174.5M | 1,680,238 | 0.17% | 31q | +0.7%+$1.3M |
| TORONTO DOMINION BANK | $172.7M | 522,529 | 0.20% | 31q | +118.0%+$93.5M |
| Focus Partners Wealth | $166.1M | 1,598,642 | 0.17% | 11q | +0.6%+$1.0M |
| M&T Bank Corp | $165.2M | 1,590,240 | 0.48% | 26q | -0.7%-$1.2M |
| Financial Engines Advisors L.L.C. | $163.7M | 1,576,309 | 0.29% | 31q | +1.7%+$2.8M |
| KEYBANK NATIONAL ASSOCIATION/OH | $160.3M | 1,542,820 | 0.53% | 31q | -1.7%-$2.8M |
| Baird Financial Group, Inc. | $155.3M | 1,494,850 | 0.21% | 31q | -1.1%-$1.8M |
| STIFEL FINANCIAL CORP | $153.5M | 1,477,918 | 0.13% | 31q | -2.4%-$3.7M |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $153.0M | 1,473,034 | 0.53% | 2q | +4.5%+$6.6M |
| BAILARD, INC. | $133.3M | 1,283,581 | 2.71% | 31q | +0.7%+$885.5K |
| CAPTRUST FINANCIAL ADVISORS | $132.5M | 1,275,923 | 0.20% | 9q | -3.1%-$4.3M |
| Arvest Bank Trust Division | $131.3M | 1,264,357 | 6.40% | 20q | -2.8%-$3.8M |
| Pathstone Holdings, LLC | $129.2M | 1,244,155 | 0.38% | 11q | +28.4%+$28.6M |
| Prosperity Consulting Group, LLC | $119.7M | 1,151,840 | 4.53% | 19q | +3.5%+$4.0M |
| BANK OF NOVA SCOTIA | $119.4M | 1,149,536 | 0.18% | 31q | -29.0%-$48.8M |
| HUNTINGTON NATIONAL BANK | $109.7M | 1,055,564 | 0.53% | 31q | -1.2%-$1.3M |
| BLAIR WILLIAM & CO/IL | $103.3M | 994,809 | 0.27% | 16q | +3.8%+$3.7M |
| Walleye Trading LLC | $98.1M | 99,322 | 0.11% | 21q | -37.8%-$59.6M |
| BROWN ADVISORY INC | $97.4M | 937,791 | 0.15% | 31q | -6.4%-$6.6M |
| BECKER CAPITAL MANAGEMENT INC | $96.5M | 929,434 | 2.60% | 14q | +3.6%+$3.3M |
| COMMONWEALTH EQUITY SERVICES, LLC | $96.3M | 927,177 | 0.12% | 31q | -7.8%-$8.1M |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $95.9M | 922,952 | 0.16% | 5q | -37.7%-$58.1M |
| GLENMEDE TRUST CO NA | $93.6M | 900,901 | 0.41% | 29q | -0.7%-$706.9K |
| COMMERCE BANK | $93.5M | 900,221 | 0.41% | 31q | HELD |
| CIBC Asset Management Inc | $90.6M | 872,310 | 0.20% | 31q | -20.0%-$22.7M |
| Capital International Investors | $89.2M | 862,299 | 0.02% | 25q | -38.4%-$55.6M |
| FRANKLIN RESOURCES INC | $89.0M | 856,985 | 0.02% | 31q | +17.6%+$13.3M |
| STRS OHIO | $88.7M | 853,756 | 0.33% | 31q | +577.8%+$75.6M |
| Pinnacle Financial Partners, Inc. | $87.5M | 842,582 | 0.60% | 3q | +1.0%+$882.2K |
| Linscomb Wealth, Inc. | $86.5M | 833,150 | 3.75% | 31q | -4.9%-$4.4M |
| NATIONAL BANK OF CANADA /FI/ | $82.3M | 791,726 | 0.06% | 19q | +1546.1%+$77.3M |
| Annis Gardner Whiting Capital Advisors, LLC | $81.8M | 787,607 | 12.28% | 12q | HELD |
| Sanctuary Advisors, LLC | $80.9M | 778,613 | 0.37% | 9q | +13.9%+$9.9M |
| Ensign Peak Advisors, Inc | $80.9M | 778,595 | 0.13% | 27q | -50.0%-$80.9M |
| Greenfield FTC, Inc. | $80.4M | 774,023 | 10.95% | 23q | +170.3%+$50.7M |
| MML INVESTORS SERVICES, LLC | $80.1M | 771,228 | 0.16% | 31q | +16.1%+$11.1M |
| Confluence Wealth Services, Inc. | $79.2M | 762,478 | 2.26% | 16q | +19.5%+$12.9M |
| BOKF, NA | $79.0M | 760,147 | 1.09% | 30q | -17.3%-$16.5M |
| Cresset Asset Management, LLC | $75.7M | 729,064 | 0.27% | 31q | +1.8%+$1.3M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $73.4M | 710,193 | 0.12% | 28q | +2.7%+$1.9M |
| Schonfeld Strategic Advisors LLC | $72.7M | 500,000 | 0.26% | new | NEW |
| AMG National Trust Bank | $72.2M | 694,941 | 1.48% | 31q | -8.3%-$6.5M |
| Wilmington Savings Fund Society, FSB | $71.8M | 691,236 | 1.60% | 35q | +16.5%+$10.2M |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-07-17 | 13G/A | BlackRock Portfolio Management LLC | 11.8% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 2,193 | $73.5B | 583,057,808 | 127 | 698 | 644 | 17.7% |
| Q1 2026 | 2,129 | $71.8B | 598,836,681 | 111 | 669 | 620 | 19.1% |
| Q4 2025 | 2,136 | $68.9B | 573,861,264 | 134 | 701 | 542 | 20.0% |
| Q3 2025 | 1,975 | $68.3B | 581,969,714 | 108 | 620 | 579 | 20.4% |
| Q2 2025 | 1,944 | $63.3B | 577,087,839 | 145 | 663 | 584 | 18.5% |
| Q1 2025 | 1,877 | $56.8B | 564,343,169 | 121 | 467 | 730 | 18.8% |
| Q4 2024 | 1,851 | $53.8B | 564,776,534 | 89 | 574 | 568 | 21.5% |
| Q3 2024 | 1,762 | $62.0B | 557,944,066 | 92 | 456 | 610 | 25.0% |
| Q2 2024 | 1,744 | $59.2B | 580,564,036 | 91 | 516 | 588 | 23.2% |
| Q1 2024 | 1,738 | $65.0B | 635,584,451 | 91 | 396 | 701 | 22.0% |
| Q4 2023 | 1,743 | $56.3B | 572,463,699 | 109 | 543 | 560 | 23.4% |
| Q3 2023 | 1,610 | $46.2B | 520,548,521 | 56 | 446 | 573 | 22.8% |
| Q2 2023 | 1,637 | $47.2B | 526,449,897 | 92 | 517 | 580 | 19.3% |
| Q1 2023 | 1,565 | $46.3B | 545,121,798 | 121 | 401 | 611 | 19.6% |
| Q4 2022 | 1,421 | $42.1B | 487,109,058 | 124 | 412 | 523 | 23.9% |
| Q3 2022 | 1,607 | $41.1B | 568,402,764 | 61 | 434 | 688 | 22.3% |
| Q2 2022 | 1,691 | $47.1B | 577,852,152 | 84 | 544 | 645 | 23.3% |
| Q1 2022 | 1,745 | $52.5B | 564,372,406 | 88 | 521 | 635 | 21.4% |
| Q4 2021 | 1,792 | $62.1B | 569,985,541 | 96 | 625 | 451 | 27.8% |
| Q3 2021 | 1,606 | $54.6B | 545,968,952 | 64 | 536 | 475 | 21.9% |
| Q2 2021 | 1,620 | $57.7B | 550,009,292 | 84 | 557 | 528 | 24.7% |
| Q1 2021 | 1,603 | $52.9B | 536,081,152 | 86 | 470 | 592 | 23.1% |
| Q4 2020 | 1,576 | $59.1B | 549,542,943 | 106 | 443 | 566 | 32.2% |
| Q3 2020 | 1,434 | $49.5B | 562,988,606 | 72 | 357 | 639 | 27.6% |
| Q2 2020 | 1,430 | $47.8B | 575,380,696 | 95 | 323 | 790 | 26.8% |
| Q1 2020 | 1,450 | $50.2B | 699,004,094 | 87 | 348 | 779 | 25.6% |
| Q4 2019 | 1,594 | $63.3B | 708,164,340 | 108 | 493 | 506 | 22.3% |
| Q3 2019 | 1,407 | $58.9B | 705,360,343 | 55 | 360 | 622 | 21.9% |
| Q2 2019 | 1,408 | $73.1B | 760,864,820 | 58 | 438 | 573 | 31.6% |
| Q1 2019 | 1,405 | $66.3B | 759,795,160 | 67 | 359 | 654 | 25.6% |
| Q4 2018 | 1,420 | $64.8B | 841,806,696 | 8 | 31 | 26 | 23.6% |