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 |
|---|---|---|---|---|---|
|
Regis Management CO LLC
|
Aug 05, 2024 Q2 2024 |
184,128
shares
|
$13.7 Million
4.04% of portfolio
|
Q2 2024
Reduced 2.03%
|
|
|
Avid Wealth Partners LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
183,841
shares
|
$13.7 Million
9.18% of portfolio
|
Q4 2024
Added 2.93%
|
|
|
Family Capital Trust CO
|
Jan 28, 2025 Q4 2024 |
182,112
shares
|
$13.5 Million
4.33% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 26, 2024 Q3 2024 |
181,897
shares
|
$13.5 Million
0.2% of portfolio
|
Q3 2024
Added 15.09%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
181,438
shares
|
$13.5 Million
0.68% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2024 Q3 2024 |
180,219
shares
|
$13.4 Million
0.01% of portfolio
|
Q3 2024
Reduced 17.81%
|
|
|
Dt Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
177,902
shares
|
$13.2 Million
1.06% of portfolio
|
Q4 2024
Added 6.54%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
177,749
shares
|
$13.2 Million
1.53% of portfolio
|
Q3 2024
Reduced 8.75%
|
|
|
Marquette Associates, Inc.
Chicago, IL |
Nov 14, 2024 Q3 2024 |
176,641
shares
|
$13.1 Million
9.93% of portfolio
|
Q3 2024
Reduced 2.52%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2024 Q3 2024 |
175,062
shares
|
$13 Million
0.17% of portfolio
|
Q3 2024
Added 5.64%
|
|
|
Liquid Strategies, LLC
Atlanta, GA |
Jan 21, 2025 Q4 2024 |
174,340
shares
|
$13 Million
2.52% of portfolio
|
Q4 2024
Reduced 12.31%
|
|
|
Custos Family Office, LLC
Greenwood Village, CO |
Oct 21, 2024 Q3 2024 |
174,262
shares
|
$12.9 Million
4.97% of portfolio
|
Q3 2024
Added 16.89%
|
|
|
Sage Rhino Capital LLC
|
Nov 01, 2024 Q3 2024 |
171,918
shares
|
$12.8 Million
3.06% of portfolio
|
Q3 2024
Added 3.07%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 14, 2024 Q3 2024 |
171,742
shares
|
$12.8 Million
0.46% of portfolio
|
Q2 2024
Reduced 4.34%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
171,084
shares
|
$12.7 Million
0.57% of portfolio
|
Q4 2024
Added 25.3%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
169,214
shares
|
$12.6 Million
2.79% of portfolio
|
Q3 2024
Added 2.71%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
168,768
shares
|
$12.5 Million
0.37% of portfolio
|
Q3 2024
Added 4.39%
|
|
|
Texas Capital Bancshares Inc
|
Nov 14, 2024 Q3 2024 |
167,628
shares
|
$12.5 Million
6.88% of portfolio
|
Q3 2024
Reduced 16.27%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
166,817
shares
|
$12.4 Million
0.32% of portfolio
|
Q3 2024
Added 1.27%
|
|
|
Scs Capital Management LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
166,557
shares
|
$12.4 Million
0.26% of portfolio
|
Q3 2024
Added 0.78%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
166,449
shares
|
$12.4 Million
0.16% of portfolio
|
Q3 2023
Reduced 29.18%
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Jan 22, 2025 Q4 2024 |
165,412
shares
|
$12.3 Million
4.38% of portfolio
|
Q4 2024
Added 2.99%
|
|
|
Money Concepts Capital Corp
|
Jan 27, 2025 Q4 2024 |
164,601
shares
|
$12.2 Million
0.92% of portfolio
|
Q4 2024
Added 5.67%
|
|
|
Symphony Financial, Ltd. Co.
|
Jan 24, 2025 Q4 2024 |
164,544
shares
|
$12.2 Million
1.87% of portfolio
|
Q4 2024
Added 6.03%
|
|
|
Shelter Mutual Insurance CO
|
Nov 08, 2024 Q3 2024 |
160,575
shares
|
$11.9 Million
3.14% of portfolio
|
Q4 2023
Reduced 4.97%
|