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 |
|---|---|---|---|---|---|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
51,028
shares
|
$3.79 Million
0.25% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
50,972
shares
|
$3.79 Million
0.34% of portfolio
|
Q3 2024
Added 5.95%
|
|
|
Element Wealth, LLC
|
Oct 23, 2024 Q3 2024 |
50,654
shares
|
$3.76 Million
2.11% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
Rinkey Investments
San Diego, CA |
Nov 13, 2024 Q3 2024 |
50,383
shares
|
$3.74 Million
1.28% of portfolio
|
Q2 2024
Reduced 13.31%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
50,245
shares
|
$3.73 Million
0.13% of portfolio
|
Q4 2024
Reduced 1.85%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
50,229
shares
|
$3.73 Million
0.07% of portfolio
|
Q4 2024
Added 22.39%
|
|
|
Sandy Cove Advisors, LLC
Hingham, MA |
Jan 15, 2025 Q4 2024 |
50,190
shares
|
$3.73 Million
1.4% of portfolio
|
Q4 2024
Added 11.75%
|
|
|
Brooklyn Fi, LLC
New York, NY |
Oct 29, 2024 Q3 2024 |
50,019
shares
|
$3.72 Million
1.38% of portfolio
|
Q3 2024
Added 21.88%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Jan 14, 2025 Q4 2024 |
49,970
shares
|
$3.71 Million
1.75% of portfolio
|
Q4 2024
Added 1.94%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jan 24, 2025 Q4 2024 |
49,898
shares
|
$3.71 Million
0.24% of portfolio
|
Q4 2024
Reduced 6.88%
|
|
|
Private Client Services, LLC
Louisville, KY |
Jan 08, 2025 Q4 2024 |
49,608
shares
|
$3.69 Million
1.87% of portfolio
|
Q4 2024
Reduced 28.54%
|
|
|
Centerpoint Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
49,447
shares
|
$3.67 Million
1.34% of portfolio
|
Q3 2024
Reduced 3.86%
|
|
|
Eley Financial Management, Inc
South Burlington, VT |
Nov 12, 2024 Q3 2024 |
49,308
shares
|
$3.66 Million
1.55% of portfolio
|
Q3 2024
Reduced 1.47%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
49,285
shares
|
$3.66 Million
0.01% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Rational Advisors LLC
Huntington, NY |
Oct 30, 2024 Q3 2024 |
48,950
shares
|
$3.64 Million
0.41% of portfolio
|
Q3 2024
Added 125.89%
|
|
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
Nov 21, 2024 Q3 2024 |
48,909
shares
|
$3.63 Million
0.63% of portfolio
|
Q1 2024
Reduced 6.51%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
48,866
shares
|
$3.63 Million
0.02% of portfolio
|
Q3 2024
Added 1.28%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
48,850
shares
|
$3.63 Million
0.28% of portfolio
|
Q3 2024
Added 6.9%
|
|
|
Pembroke Management, LTD
|
Oct 29, 2024 Q3 2024 |
48,708
shares
|
$3.62 Million
0.49% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
First United Bank & Trust
|
Jan 16, 2025 Q4 2024 |
48,654
shares
|
$3.61 Million
1.27% of portfolio
|
Q4 2024
Reduced 1.31%
|
|
|
Chesley Taft & Associates LLC
|
Jan 16, 2025 Q4 2024 |
48,515
shares
|
$3.6 Million
0.16% of portfolio
|
Q4 2023
Added 2.38%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 05, 2024 Q3 2024 |
48,375
shares
|
$3.59 Million
0.01% of portfolio
|
Q3 2024
Added 11.18%
|
|
|
Fulton Bank, N.A.
|
Jan 08, 2025 Q4 2024 |
48,374
shares
|
$3.59 Million
0.28% of portfolio
|
Q4 2024
Added 50.69%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
48,108
shares
|
$3.57 Million
0.01% of portfolio
|
Q3 2024
Added 40.79%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
47,537
shares
|
$3.53 Million
0.05% of portfolio
|
Q3 2024
Reduced 22.28%
|