Institutional Ownership Ishares Tr (IEFA)
This table provides information about the institutional ownership of Ishares Tr (IEFA). We have compiled data on the 2,027 institutions that hold shares in the stock, with a total of 1.43 Billion shares, which have been reported (via 13F filing form) to have a value of $105 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
291,568
shares
|
$21.4 Million
0.7% of portfolio
|
Q3 2024
Reduced 13.76%
|
|
|
Bull Oak Capital, LLC
San Diego, CA |
Oct 23, 2024 Q3 2024 |
290,712
shares
|
$21.4 Million
13.22% of portfolio
|
Q3 2024
Added 2.43%
|
|
|
Wela Strategies, Inc.
|
Jan 13, 2025 Q4 2024 |
286,723
shares
|
$21.1 Million
8.35% of portfolio
|
Q4 2024
Added 4.7%
|
|
|
Professional Advisory Services Inc
|
Jan 15, 2025 Q4 2024 |
286,279
shares
|
$21.1 Million
2.78% of portfolio
|
Q4 2024
Added 2.19%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 13, 2024 Q3 2024 |
286,257
shares
|
$21.1 Million
9.18% of portfolio
|
Q3 2024
Added 35.83%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jan 08, 2025 Q3 2024 |
285,853
shares
|
$21 Million
2.57% of portfolio
|
Q3 2024
Added 1.79%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
284,643
shares
|
$20.9 Million
5.44% of portfolio
|
Q3 2024
Added 1.77%
|
|
|
Martel Wealth Advisors Inc
Vancouver, WA |
Jan 16, 2025 Q4 2024 |
284,071
shares
|
$20.9 Million
3.9% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
283,760
shares
|
$20.9 Million
0.31% of portfolio
|
Q3 2024
Reduced 4.95%
|
|
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
Oct 31, 2024 Q3 2024 |
281,861
shares
|
$20.7 Million
6.46% of portfolio
|
Q3 2024
Added 0.83%
|
|
|
Washington Trust CO
|
Oct 25, 2024 Q3 2024 |
279,275
shares
|
$20.5 Million
0.77% of portfolio
|
Q3 2024
Reduced 1.18%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Nov 14, 2024 Q3 2024 |
277,873
shares
|
$20.4 Million
4.64% of portfolio
|
Q3 2024
Reduced 7.01%
|
|
|
Great Diamond Partners, LLC
|
Jan 23, 2025 Q4 2024 |
277,503
shares
|
$20.4 Million
5.17% of portfolio
|
Q4 2024
Added 1.26%
|
|
|
West Financial Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
274,546
shares
|
$20.2 Million
3.73% of portfolio
|
Q4 2024
Added 5.91%
|
|
|
Portland Global Advisors LLC
|
Nov 13, 2024 Q3 2024 |
273,817
shares
|
$20.1 Million
2.69% of portfolio
|
Q3 2024
Added 2.7%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 24, 2024 Q3 2024 |
273,121
shares
|
$20.1 Million
0.99% of portfolio
|
Q3 2024
Added 11.82%
|
|
|
Hudson Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
271,756
shares
|
$20 Million
6.14% of portfolio
|
Q4 2024
Reduced 2.48%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Oct 18, 2024 Q3 2024 |
271,460
shares
|
$20 Million
5.4% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Sja Financial Advisory, LLC
|
Nov 25, 2024 Q3 2024 |
268,649
shares
|
$19.8 Million
14.35% of portfolio
|
Q3 2024
Added 1.02%
|
|
|
First National Bank & Trust CO Of Newtown
|
Oct 31, 2024 Q3 2024 |
268,278
shares
|
$19.7 Million
4.02% of portfolio
|
Q3 2024
Reduced 0.58%
|
|
|
Condor Capital Management
Martinsville, NJ |
Nov 08, 2024 Q3 2024 |
268,055
shares
|
$19.7 Million
1.92% of portfolio
|
Q3 2024
Added 2.91%
|
|
|
Resonant Capital Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
265,816
shares
|
$19.5 Million
1.38% of portfolio
|
Q4 2024
Added 1.55%
|
|
|
Mc Cutchen Group LLC
|
Nov 02, 2022 Q3 2022 |
265,675
shares
|
$19.5 Million
3.01% of portfolio
|
Q3 2022
Reduced 1.75%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
262,033
shares
|
$19.3 Million
0.77% of portfolio
|
Q3 2024
Added 9.3%
|
|
|
Jsf Financial, LLC
|
Nov 12, 2024 Q3 2024 |
261,616
shares
|
$19.2 Million
5.37% of portfolio
|
Q3 2024
Reduced 1.16%
|