Institutional Ownership Ishares Tr (IEFA)
This table provides information about the institutional ownership of Ishares Tr (IEFA). We have compiled data on the 2,003 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 $101 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
481,958
shares
|
$34 Million
3.26% of portfolio
|
Q2 2023
Added 1.57%
|
|
|
Jordan Park Group LLC
|
Nov 14, 2024 Q3 2024 |
479,519
shares
|
$33.8 Million
2.81% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
475,110
shares
|
$33.5 Million
0.39% of portfolio
|
Q3 2024
Reduced 2.64%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Nov 01, 2024 Q3 2024 |
466,382
shares
|
$32.9 Million
4.71% of portfolio
|
Q3 2024
Reduced 7.67%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Oct 21, 2024 Q3 2024 |
465,350
shares
|
$32.8 Million
3.99% of portfolio
|
Q3 2024
Added 6.59%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Oct 25, 2024 Q3 2024 |
465,326
shares
|
$32.8 Million
7.1% of portfolio
|
Q3 2024
Added 5.35%
|
|
|
Mcf Advisors LLC
Covington, KY |
Oct 24, 2024 Q3 2024 |
460,777
shares
|
$32.5 Million
2.54% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Crestwood Advisors Group LLC
|
Oct 30, 2024 Q3 2024 |
459,661
shares
|
$32.4 Million
0.71% of portfolio
|
Q3 2024
Added 0.8%
|
|
|
Financial Counselors Inc
|
Nov 13, 2024 Q3 2024 |
456,501
shares
|
$32.2 Million
0.53% of portfolio
|
Q3 2024
Added 6.49%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
452,828
shares
|
$32 Million
0.92% of portfolio
|
Q3 2024
Added 2.87%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
449,872
shares
|
$31.8 Million
1.04% of portfolio
|
Q3 2024
Added 5.63%
|
|
|
Valley Forge Investment Consultants Inc Adv
|
Nov 14, 2024 Q3 2024 |
447,095
shares
|
$31.6 Million
12.23% of portfolio
|
Q3 2024
Added 5.24%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Oct 15, 2024 Q3 2024 |
430,713
shares
|
$30.4 Million
13.48% of portfolio
|
Q3 2024
Added 3.27%
|
|
|
Sterling Investment Advisors LLC
|
Oct 21, 2024 Q3 2024 |
429,865
shares
|
$30.3 Million
19.0% of portfolio
|
Q3 2024
Added 1.64%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
427,020
shares
|
$30.1 Million
5.55% of portfolio
|
Q4 2022
Reduced 19.7%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
427,020
shares
|
$30.1 Million
5.53% of portfolio
|
Q4 2022
New holding
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
426,172
shares
|
$30.1 Million
4.14% of portfolio
|
Q3 2024
Reduced 13.01%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
423,964
shares
|
$29.9 Million
0.73% of portfolio
|
Q3 2024
Added 7.54%
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
Nov 13, 2024 Q3 2024 |
423,783
shares
|
$29.9 Million
0.05% of portfolio
|
Q3 2024
Added 0.84%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
423,617
shares
|
$29.9 Million
0.37% of portfolio
|
Q3 2024
Reduced 13.86%
|
|
|
Sage Advisory Services, Ltd.Co.
|
Nov 04, 2024 Q3 2024 |
421,326
shares
|
$29.7 Million
8.77% of portfolio
|
Q2 2024
Reduced 0.36%
|
|
|
Abundance Wealth Counselors
|
Oct 17, 2024 Q3 2024 |
420,181
shares
|
$29.7 Million
6.79% of portfolio
|
Q3 2024
Reduced 1.05%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Nov 04, 2024 Q3 2024 |
419,651
shares
|
$29.6 Million
0.3% of portfolio
|
Q3 2024
Added 1.98%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Oct 01, 2024 Q3 2024 |
417,720
shares
|
$29.5 Million
10.71% of portfolio
|
Q3 2024
Added 3.33%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
417,055
shares
|
$29.4 Million
1.86% of portfolio
|
Q3 2024
Added 9.43%
|