Institutional Ownership Ishares Tr (IEFA)
This table provides information about the institutional ownership of Ishares Tr (IEFA). We have compiled data on the 2,040 institutions that hold shares in the stock, with a total of 1.44 Billion shares, which have been reported (via 13F filing form) to have a value of $106 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Strategic Point Investment Advisors, LLC
Providence, RI |
Jan 23, 2025 Q4 2024 |
231,002
shares
|
$17.2 Million
2.65% of portfolio
|
Q4 2024
Reduced 42.25%
|
|
Forvis Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
229,553
shares
|
$17.1 Million
0.42% of portfolio
|
Q3 2024
Reduced 1.08%
|
|
Zacks Investment Management
Chicago, IL |
Nov 14, 2024 Q3 2024 |
228,874
shares
|
$17 Million
0.16% of portfolio
|
Q3 2024
Added 19.67%
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
226,752
shares
|
$16.8 Million
0.64% of portfolio
|
Q1 2023
Added 2.92%
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
224,960
shares
|
$16.7 Million
0.57% of portfolio
|
Q4 2024
Added 0.38%
|
|
Shelter Ins Retirement Plan
|
Nov 08, 2024 Q3 2024 |
224,262
shares
|
$16.7 Million
22.14% of portfolio
|
Q2 2024
Added 39.66%
|
|
Dohj, LLC
Seattle, WA |
Jan 23, 2025 Q4 2024 |
221,891
shares
|
$16.5 Million
3.62% of portfolio
|
Q4 2024
Reduced 8.98%
|
|
Lcnb Corp
Lebanon, OH |
Nov 12, 2024 Q3 2024 |
221,479
shares
|
$16.5 Million
6.15% of portfolio
|
Q3 2024
Added 1.89%
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
221,109
shares
|
$16.4 Million
0.39% of portfolio
|
Q4 2024
Added 4.04%
|
|
Balentine LLC
Atlanta, GA |
Jan 29, 2025 Q4 2024 |
219,070
shares
|
$16.3 Million
0.67% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
O'Dell Group, LLC
Cincinnati, OH |
Nov 13, 2024 Q3 2024 |
218,591
shares
|
$16.2 Million
4.03% of portfolio
|
Q3 2024
Added 2.24%
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Nov 14, 2024 Q3 2024 |
218,380
shares
|
$16.2 Million
2.38% of portfolio
|
Q3 2024
Added 128.24%
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 31, 2024 Q3 2024 |
216,668
shares
|
$16.1 Million
0.62% of portfolio
|
Q3 2024
Reduced 4.88%
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
215,064
shares
|
$16 Million
1.02% of portfolio
|
Q3 2024
Reduced 5.19%
|
|
Barrow Hanley Mewhinney & Strauss LLC
Dallas, TX |
Nov 13, 2024 Q3 2024 |
213,608
shares
|
$15.9 Million
0.06% of portfolio
|
Q3 2024
New holding
|
|
Kmg Fiduciary Partners, LLC
|
Jan 14, 2025 Q4 2024 |
212,427
shares
|
$15.8 Million
1.27% of portfolio
|
Q4 2024
Added 1.25%
|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
Nov 13, 2024 Q3 2024 |
211,724
shares
|
$15.7 Million
5.33% of portfolio
|
Q3 2024
Added 0.77%
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Nov 12, 2024 Q3 2024 |
209,017
shares
|
$15.5 Million
0.71% of portfolio
|
Q3 2024
Added 1.9%
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
209,000
shares
|
$15.5 Million
1.63% of portfolio
|
Q3 2023
Reduced 2.5%
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
208,615
shares
|
$15.5 Million
0.12% of portfolio
|
Q4 2024
Reduced 2.55%
|
|
Wbh Advisory Inc
|
Jan 30, 2025 Q4 2024 |
208,158
shares
|
$15.5 Million
1.37% of portfolio
|
Q4 2024
Reduced 19.35%
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
208,148
shares
|
$15.5 Million
2.82% of portfolio
|
Q3 2024
Added 3.43%
|
|
Rogco, LP
Claremore, OK |
Jan 30, 2025 Q4 2024 |
207,814
shares
|
$15.4 Million
5.95% of portfolio
|
Q4 2024
Added 0.71%
|
|
Lincoln Capital Corp
|
Jan 17, 2025 Q4 2024 |
206,815
shares
|
$15.4 Million
6.28% of portfolio
|
Q4 2024
Added 1.02%
|
|
Ullmann Wealth Partners Group, LLC
|
Jan 14, 2025 Q4 2024 |
204,363
shares
|
$15.2 Million
1.86% of portfolio
|
Q4 2024
Reduced 7.38%
|