Institutional Ownership Ishares Tr (IEFA)
This table provides information about the institutional ownership of Ishares Tr (IEFA). We have compiled data on the 2,414 institutions that hold shares in the stock, with a total of 1.6 Billion shares, which have been reported (via 13F filing form) to have a value of $142 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pacific Capital Wealth Advisors, Inc
|
Oct 29, 2025 Q3 2025 |
482,295
shares
|
$42.8 Million
7.29% of portfolio
|
Q3 2025
Added 0.68%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
482,105
shares
|
$42.8 Million
0.39% of portfolio
|
Q1 2025
Reduced 26.6%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
481,958
shares
|
$42.8 Million
3.26% of portfolio
|
Q2 2023
Added 1.57%
|
|
|
Acropolis Investment Management, LLC
|
Oct 07, 2025 Q3 2025 |
480,486
shares
|
$42.6 Million
2.05% of portfolio
|
Q3 2025
Added 11.65%
|
|
|
Stash Investments, LLC
New York, NY |
Oct 14, 2025 Q3 2025 |
480,071
shares
|
$42.6 Million
18.03% of portfolio
|
Q3 2025
Added 4.31%
|
|
|
Svb Wealth LLC
Boston, MA |
Nov 06, 2025 Q3 2025 |
475,483
shares
|
$42.2 Million
2.28% of portfolio
|
Q3 2025
Reduced 5.7%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
474,223
shares
|
$42.1 Million
0.16% of portfolio
|
Q3 2025
Reduced 0.6%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
470,332
shares
|
$41.7 Million
1.28% of portfolio
|
Q3 2025
Added 29.68%
|
|
|
Coldstream Capital Management Inc
|
Nov 19, 2025 Q3 2025 |
467,498
shares
|
$41.5 Million
0.57% of portfolio
|
Q3 2025
Reduced 3.77%
|
|
|
Chan Zuckerberg Initiative, LLC
Redwood City, CA |
Nov 14, 2025 Q3 2025 |
464,927
shares
|
$41.3 Million
43.35% of portfolio
|
Q3 2025
New holding
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Oct 24, 2025 Q3 2025 |
463,118
shares
|
$41.1 Million
3.13% of portfolio
|
Q3 2025
Added 4.11%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Oct 22, 2025 Q3 2025 |
451,744
shares
|
$40.1 Million
3.43% of portfolio
|
Q3 2025
Reduced 12.38%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 30, 2025 Q3 2025 |
451,430
shares
|
$40.1 Million
6.7% of portfolio
|
Q3 2025
Added 1.51%
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Oct 16, 2025 Q3 2025 |
448,722
shares
|
$39.8 Million
7.69% of portfolio
|
Q3 2025
Added 2.35%
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
437,357
shares
|
$38.8 Million
0.44% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
427,020
shares
|
$37.9 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
|
$37.9 Million
5.53% of portfolio
|
Q4 2022
New holding
|
|
|
Archford Capital Strategies, LLC
|
Oct 17, 2025 Q3 2025 |
426,990
shares
|
$37.9 Million
4.96% of portfolio
|
Q3 2025
Added 13.26%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
426,119
shares
|
$37.8 Million
0.8% of portfolio
|
Q3 2025
Added 3.16%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
424,742
shares
|
$37.7 Million
0.64% of portfolio
|
Q3 2025
Added 5.98%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
423,964
shares
|
$37.6 Million
0.73% of portfolio
|
Q3 2024
Added 7.54%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Nov 12, 2025 Q3 2025 |
423,565
shares
|
$37.6 Million
3.85% of portfolio
|
Q3 2025
Reduced 7.92%
|
|
|
Fairhaven Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
417,732
shares
|
$37.1 Million
9.19% of portfolio
|
Q4 2024
Added 1.72%
|
|
|
Crestwood Advisors Group LLC
|
Nov 07, 2025 Q3 2025 |
411,108
shares
|
$36.5 Million
0.63% of portfolio
|
Q3 2025
Reduced 3.22%
|
|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
409,786
shares
|
$36.4 Million
0.84% of portfolio
|
Q3 2025
Added 29.02%
|
|