Institutional Ownership Ishares Tr (IEFA)
This table provides information about the institutional ownership of Ishares Tr (IEFA). We have compiled data on the 2,177 institutions that hold shares in the stock, with a total of 1.51 Billion shares, which have been reported (via 13F filing form) to have a value of $113 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
312,960
shares
|
$23.4 Million
0.61% of portfolio
|
Q1 2025
Added 4.75%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
310,111
shares
|
$23.2 Million
0.7% of portfolio
|
Q4 2024
Added 18.23%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Feb 07, 2025 Q4 2024 |
307,944
shares
|
$23 Million
8.7% of portfolio
|
Q4 2024
Added 7.58%
|
|
|
Ratio Wealth Group
Denver, CO |
May 13, 2024 Q1 2024 |
307,712
shares
|
$23 Million
4.43% of portfolio
|
Q1 2024
Added 1.11%
|
|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
306,878
shares
|
$23 Million
8.45% of portfolio
|
Q4 2023
Added 7.08%
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Jan 23, 2025 Q4 2024 |
303,971
shares
|
$22.7 Million
4.93% of portfolio
|
Q4 2024
Reduced 24.78%
|
|
|
Twele Capital Management, Inc.
|
Apr 09, 2025 Q1 2025 |
298,980
shares
|
$22.4 Million
4.86% of portfolio
|
Q1 2025
Reduced 5.5%
|
|
|
Wela Strategies, Inc.
|
Apr 14, 2025 Q1 2025 |
298,800
shares
|
$22.4 Million
9.63% of portfolio
|
Q1 2025
Added 4.21%
|
|
|
Neumann Capital Management, LLC
|
Apr 15, 2025 Q1 2025 |
295,739
shares
|
$22.1 Million
7.75% of portfolio
|
Q1 2025
Added 0.94%
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
294,950
shares
|
$22.1 Million
0.27% of portfolio
|
Q1 2025
Reduced 3.9%
|
|
|
Martel Wealth Advisors Inc
Vancouver, WA |
Apr 16, 2025 Q1 2025 |
294,114
shares
|
$22 Million
4.43% of portfolio
|
Q1 2025
Added 3.54%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Jan 27, 2025 Q4 2024 |
293,139
shares
|
$21.9 Million
0.97% of portfolio
|
Q4 2024
Added 7.33%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
288,562
shares
|
$21.6 Million
5.47% of portfolio
|
Q1 2025
Added 1.84%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
285,903
shares
|
$21.4 Million
0.76% of portfolio
|
Q1 2025
Added 53.81%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jan 08, 2025 Q3 2024 |
285,853
shares
|
$21.4 Million
2.57% of portfolio
|
Q3 2024
Added 1.79%
|
|
|
Portland Global Advisors LLC
|
Feb 12, 2025 Q4 2024 |
284,249
shares
|
$21.3 Million
2.53% of portfolio
|
Q4 2024
Added 3.81%
|
|
|
Iowa State Bank
|
Apr 09, 2025 Q1 2025 |
283,324
shares
|
$21.2 Million
4.69% of portfolio
|
Q1 2025
Reduced 14.47%
|
|
|
Washington Trust CO
|
Jan 30, 2025 Q4 2024 |
279,812
shares
|
$20.9 Million
0.71% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Great Diamond Partners, LLC
|
Jan 23, 2025 Q4 2024 |
277,503
shares
|
$20.8 Million
5.17% of portfolio
|
Q4 2024
Added 1.26%
|
|
|
West Financial Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
277,088
shares
|
$20.7 Million
4.03% of portfolio
|
Q1 2025
Added 0.93%
|
|
|
Condor Capital Management
Martinsville, NJ |
Feb 11, 2025 Q4 2024 |
274,557
shares
|
$20.5 Million
1.73% of portfolio
|
Q4 2024
Added 2.43%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
273,758
shares
|
$20.5 Million
0.54% of portfolio
|
Q4 2024
Added 144.84%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
273,749
shares
|
$20.5 Million
0.28% of portfolio
|
Q4 2024
Reduced 3.53%
|
|
|
Old National Bancorp
|
Apr 14, 2025 Q1 2025 |
271,603
shares
|
$20.3 Million
0.55% of portfolio
|
Q1 2025
Reduced 14.62%
|
|
|
Sja Financial Advisory, LLC
|
Feb 03, 2025 Q4 2024 |
270,393
shares
|
$20.2 Million
13.69% of portfolio
|
Q4 2024
Added 0.65%
|