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 |
|---|---|---|---|---|---|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jan 27, 2025 Q4 2024 |
56,587
shares
|
$4.2 Million
0.29% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Prism Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
56,487
shares
|
$4.2 Million
1.2% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Wealth Alliance
Mellville, NY |
Nov 04, 2024 Q3 2024 |
56,468
shares
|
$4.2 Million
0.54% of portfolio
|
Q3 2024
Reduced 1.93%
|
|
|
Smith Shellnut Wilson LLC
|
Oct 31, 2024 Q3 2024 |
55,898
shares
|
$4.15 Million
2.0% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Bray Capital Advisors
|
Nov 01, 2024 Q3 2024 |
55,860
shares
|
$4.15 Million
1.11% of portfolio
|
Q3 2024
Reduced 13.11%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jan 21, 2025 Q4 2024 |
55,486
shares
|
$4.12 Million
1.13% of portfolio
|
Q4 2024
Added 1.17%
|
|
|
Hubbell Strickland Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
55,112
shares
|
$4.09 Million
1.89% of portfolio
|
Q4 2024
Added 2.87%
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
Nov 06, 2024 Q3 2024 |
54,877
shares
|
$4.08 Million
3.12% of portfolio
|
Q3 2024
Added 1.86%
|
|
|
Jgp Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
54,714
shares
|
$4.07 Million
0.5% of portfolio
|
Q4 2024
Added 7.08%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Jan 24, 2025 Q4 2024 |
54,616
shares
|
$4.06 Million
0.14% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Orrstown Financial Services Inc
Shippensburg, PA |
Jan 23, 2025 Q4 2024 |
54,463
shares
|
$4.05 Million
1.03% of portfolio
|
Q4 2024
Reduced 8.79%
|
|
|
Busey Wealth Management
|
Jan 23, 2025 Q4 2024 |
54,435
shares
|
$4.04 Million
0.13% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Pack Private Wealth, LLC
Wayzata, MN |
Oct 28, 2024 Q3 2024 |
53,732
shares
|
$3.99 Million
2.38% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Nov 08, 2024 Q3 2024 |
53,624
shares
|
$3.98 Million
0.49% of portfolio
|
Q3 2024
Reduced 17.34%
|
|
|
Global Trust Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
52,931
shares
|
$3.93 Million
1.44% of portfolio
|
Q4 2024
Reduced 3.12%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Jan 29, 2025 Q4 2024 |
52,919
shares
|
$3.93 Million
0.07% of portfolio
|
Q4 2024
Added 156.61%
|
|
|
Outlook Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
52,803
shares
|
$3.92 Million
1.28% of portfolio
|
Q4 2024
Added 2.55%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
52,562
shares
|
$3.91 Million
0.07% of portfolio
|
Q4 2024
Added 12.22%
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
52,529
shares
|
$3.9 Million
2.15% of portfolio
|
Q2 2024
Reduced 9.93%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
52,315
shares
|
$3.89 Million
0.96% of portfolio
|
Q4 2022
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
52,232
shares
|
$3.88 Million
0.06% of portfolio
|
Q3 2024
Reduced 1.73%
|
|
|
Vericrest Private Wealth
Newtown, PA |
Aug 15, 2022 Q2 2022 |
52,188
shares
|
$3.88 Million
3.77% of portfolio
|
Q2 2022
Reduced 1.0%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Jan 29, 2025 Q4 2024 |
51,951
shares
|
$3.86 Million
0.35% of portfolio
|
Q4 2024
Reduced 4.53%
|
|
|
One Degree Advisors Inc
San Diego, CA |
Oct 18, 2024 Q3 2024 |
51,698
shares
|
$3.84 Million
1.71% of portfolio
|
Q3 2024
Added 1.87%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
51,468
shares
|
$3.82 Million
0.15% of portfolio
|
Q2 2024
Added 45.36%
|