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 |
|---|---|---|---|---|---|
|
Trek Financial, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
160,091
shares
|
$11.9 Million
1.01% of portfolio
|
Q3 2024
Reduced 48.96%
|
|
|
Sky Oak Wealth, LLC
|
Jan 24, 2025 Q4 2024 |
158,785
shares
|
$11.8 Million
2.4% of portfolio
|
Q4 2024
Added 6.14%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Jan 29, 2025 Q4 2024 |
158,726
shares
|
$11.8 Million
0.42% of portfolio
|
Q4 2024
Added 201.61%
|
|
|
Omnia Family Wealth, LLC
|
Nov 06, 2024 Q3 2024 |
158,353
shares
|
$11.8 Million
5.32% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Veery Capital, LLC
|
Jan 15, 2025 Q4 2024 |
158,316
shares
|
$11.8 Million
4.25% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Nov 04, 2024 Q3 2024 |
157,710
shares
|
$11.7 Million
7.17% of portfolio
|
Q3 2024
Added 18.99%
|
|
|
E Rn Financial, LLC
|
Jan 14, 2025 Q4 2024 |
157,652
shares
|
$11.7 Million
1.7% of portfolio
|
Q4 2024
Added 8.7%
|
|
|
Becker Capital Management Inc
|
Nov 08, 2024 Q3 2024 |
156,799
shares
|
$11.7 Million
0.4% of portfolio
|
Q3 2024
Reduced 5.19%
|
|
|
Riverview Trust CO
|
Oct 17, 2024 Q3 2024 |
156,248
shares
|
$11.6 Million
10.86% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Harbour Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
155,814
shares
|
$11.6 Million
2.62% of portfolio
|
Q4 2024
Reduced 0.98%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 14, 2024 Q3 2024 |
155,108
shares
|
$11.5 Million
1.32% of portfolio
|
Q3 2024
Added 49.62%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
155,026
shares
|
$11.5 Million
3.08% of portfolio
|
Q3 2024
Reduced 1.5%
|
|
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
Nov 07, 2024 Q3 2024 |
154,816
shares
|
$11.5 Million
4.93% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Uma Financial Services, Inc.
|
Oct 16, 2024 Q3 2024 |
154,001
shares
|
$11.4 Million
2.19% of portfolio
|
Q3 2024
Reduced 3.9%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Jan 24, 2025 Q4 2024 |
153,581
shares
|
$11.4 Million
1.88% of portfolio
|
Q4 2024
Added 14.77%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
152,446
shares
|
$11.3 Million
0.28% of portfolio
|
Q3 2024
Reduced 20.01%
|
|
|
Motive Wealth Advisors
|
Jan 21, 2025 Q4 2024 |
151,826
shares
|
$11.3 Million
5.77% of portfolio
|
Q4 2024
Reduced 1.5%
|
|
|
Northcape Wealth Management, LLC
Williamsville, NY |
Nov 06, 2024 Q3 2024 |
151,294
shares
|
$11.2 Million
3.88% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
Nov 18, 2024 Q3 2024 |
151,075
shares
|
$11.2 Million
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Heritage Investors Management Corp
|
Oct 30, 2024 Q3 2024 |
150,770
shares
|
$11.2 Million
0.39% of portfolio
|
Q3 2024
Reduced 3.7%
|
|
|
Southern Capital Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
150,517
shares
|
$11.2 Million
5.95% of portfolio
|
Q4 2024
Reduced 16.24%
|
|
|
Coastline Trust CO
|
Nov 06, 2024 Q3 2024 |
150,264
shares
|
$11.2 Million
1.38% of portfolio
|
Q3 2024
Added 1.94%
|
|
|
Ellevest, Inc.
|
Nov 13, 2024 Q3 2024 |
150,157
shares
|
$11.2 Million
0.65% of portfolio
|
Q3 2024
Added 1.07%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
Nov 14, 2024 Q3 2024 |
150,105
shares
|
$11.2 Million
3.99% of portfolio
|
Q3 2024
Reduced 1.41%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Dec 19, 2024 Q3 2024 |
148,399
shares
|
$11 Million
2.62% of portfolio
|
Q3 2024
Added 3.71%
|