Institutional Ownership Ishares Tr (IEFA)
This table provides information about the institutional ownership of Ishares Tr (IEFA). We have compiled data on the 2,442 institutions that hold shares in the stock, with a total of 1.6 Billion shares, which have been reported (via 13F filing form) to have a value of $142 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Roger Wittlin Investment Advisory, LLC
|
Oct 27, 2025 Q3 2025 |
20,481
shares
|
$1.82 Million
1.01% of portfolio
|
Q3 2025
Added 14.95%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
20,463
shares
|
$1.82 Million
0.26% of portfolio
|
Q1 2024
New holding
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
20,437
shares
|
$1.81 Million
0.0% of portfolio
|
Q3 2025
Reduced 23.51%
|
|
|
Black Diamond Financial, LLC
|
Nov 05, 2025 Q3 2025 |
20,423
shares
|
$1.81 Million
0.2% of portfolio
|
Q3 2025
Added 0.47%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
20,383
shares
|
$1.81 Million
0.03% of portfolio
|
Q3 2025
Reduced 6.35%
|
|
|
First County Bank /Ct/
Stamford, CT |
Jan 14, 2026 Q4 2025 |
20,177
shares
|
$1.79 Million
0.95% of portfolio
|
Q4 2025
Added 1.62%
|
|
|
Highland Financial Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
20,139
shares
|
$1.79 Million
0.51% of portfolio
|
Q3 2025
Added 5.58%
|
|
|
Trevian Wealth Management LLC
|
Oct 23, 2025 Q3 2025 |
20,092
shares
|
$1.78 Million
0.94% of portfolio
|
Q3 2025
Added 15.53%
|
|
|
Embree Financial Group
Chicago, IL |
Jan 14, 2026 Q4 2025 |
20,012
shares
|
$1.78 Million
0.22% of portfolio
|
Q4 2025
Added 1.63%
|
|
|
Ndvr, Inc.
Boston, MA |
Oct 22, 2025 Q3 2025 |
19,974
shares
|
$1.77 Million
1.45% of portfolio
|
Q3 2025
Added 2.45%
|
|
|
Milestone Asset Management Group, LLC
Avon, CT |
Oct 22, 2025 Q3 2025 |
19,931
shares
|
$1.77 Million
1.09% of portfolio
|
Q3 2025
Added 3.15%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 05, 2025 Q3 2025 |
19,925
shares
|
$1.77 Million
0.04% of portfolio
|
Q3 2025
Added 3.6%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 12, 2025 Q3 2025 |
19,925
shares
|
$1.77 Million
0.06% of portfolio
|
Q3 2025
Added 18.5%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Oct 10, 2025 Q3 2025 |
19,809
shares
|
$1.76 Million
0.14% of portfolio
|
Q3 2025
Added 12.39%
|
|
|
Jmg Financial Group, Ltd.
|
Nov 12, 2025 Q3 2025 |
19,772
shares
|
$1.75 Million
0.05% of portfolio
|
Q3 2025
Reduced 4.95%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Oct 27, 2025 Q3 2025 |
19,681
shares
|
$1.75 Million
0.53% of portfolio
|
Q3 2025
Added 29.5%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 14, 2025 Q3 2025 |
19,549
shares
|
$1.73 Million
0.12% of portfolio
|
Q3 2025
Reduced 2.34%
|
|
|
Amplius Wealth Advisors, LLC
|
Jan 12, 2026 Q4 2025 |
19,519
shares
|
$1.73 Million
0.2% of portfolio
|
Q4 2025
Reduced 3.81%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Nov 13, 2025 Q3 2025 |
19,418
shares
|
$1.72 Million
0.47% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
19,395
shares
|
$1.72 Million
0.15% of portfolio
|
Q3 2025
Reduced 0.38%
|
|
|
Howard Financial Services, Ltd.
|
Jan 12, 2026 Q4 2025 |
19,379
shares
|
$1.72 Million
0.21% of portfolio
|
Q4 2025
Reduced 0.73%
|
|
|
M1 Capital Management LLC
Bloomfield Hills, MI |
Nov 12, 2025 Q3 2025 |
19,319
shares
|
$1.71 Million
0.73% of portfolio
|
Q3 2025
Added 64.03%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 27, 2025 Q3 2025 |
19,259
shares
|
$1.71 Million
0.56% of portfolio
|
Q3 2025
Reduced 6.0%
|
|
|
Clear Investment Research, LLC
|
Nov 07, 2025 Q3 2025 |
19,258
shares
|
$1.71 Million
2.27% of portfolio
|
Q3 2025
Reduced 45.21%
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
Nov 13, 2025 Q3 2025 |
19,249
shares
|
$1.71 Million
0.12% of portfolio
|
Q3 2025
Added 5.05%
|
|