Institutional Ownership Ishares Tr (IEFA)
This table provides information about the institutional ownership of Ishares Tr (IEFA). We have compiled data on the 2,414 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 |
|---|---|---|---|---|---|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2025 Q3 2025 |
1,943,248
shares
|
$172 Million
6.76% of portfolio
|
Q3 2025
Added 1.24%
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
1,914,907
shares
|
$170 Million
2.53% of portfolio
|
Q3 2025
Added 20.17%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
1,899,728
shares
|
$169 Million
0.89% of portfolio
|
Q4 2024
Added 1.1%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
1,885,633
shares
|
$167 Million
2.13% of portfolio
|
Q3 2025
Added 9.1%
|
|
|
First Citizens Bank & Trust CO
|
Oct 31, 2025 Q3 2025 |
1,850,401
shares
|
$164 Million
2.89% of portfolio
|
Q3 2025
Reduced 1.58%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
1,823,815
shares
|
$162 Million
7.87% of portfolio
|
Q3 2025
Added 1.14%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 10, 2025 Q3 2025 |
1,799,485
shares
|
$160 Million
0.03% of portfolio
|
Q3 2025
Reduced 8.27%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
1,789,545
shares
|
$159 Million
0.5% of portfolio
|
Q3 2025
Added 684.45%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
1,764,904
shares
|
$157 Million
0.53% of portfolio
|
Q4 2022
Added 10834.29%
|
|
|
Nuveen, LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
1,748,830
shares
|
$155 Million
0.04% of portfolio
|
Q3 2025
Reduced 5.74%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Nov 13, 2025 Q3 2025 |
1,651,451
shares
|
$147 Million
8.71% of portfolio
|
Q3 2025
Added 30.51%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
1,643,719
shares
|
$146 Million
0.11% of portfolio
|
Q3 2025
Added 8.36%
|
|
|
Scs Capital Management LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
1,635,604
shares
|
$145 Million
1.57% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 12, 2025 Q3 2025 |
1,629,129
shares
|
$145 Million
0.21% of portfolio
|
Q3 2025
Added 13.32%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2025 Q3 2025 |
1,611,347
shares
|
$143 Million
5.34% of portfolio
|
Q3 2025
Added 9.62%
|
|
|
Wellington Management Group LLP
Boston, MA |
Nov 14, 2025 Q3 2025 |
1,558,479
shares
|
$138 Million
0.02% of portfolio
|
Q3 2025
Reduced 33.36%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Oct 28, 2025 Q3 2025 |
1,552,791
shares
|
$138 Million
3.7% of portfolio
|
Q3 2025
Reduced 3.05%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
1,524,278
shares
|
$135 Million
0.25% of portfolio
|
Q3 2025
Reduced 7.96%
|
|
|
First Business Financial Services, Inc.
|
Oct 30, 2025 Q3 2025 |
1,520,975
shares
|
$135 Million
12.38% of portfolio
|
Q3 2025
Reduced 10.69%
|
|
|
Alaska Permanent Capital Management
|
Oct 31, 2025 Q3 2025 |
1,510,210
shares
|
$134 Million
9.87% of portfolio
|
Q3 2025
Added 13.3%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Oct 31, 2025 Q3 2025 |
1,489,967
shares
|
$132 Million
2.55% of portfolio
|
Q3 2025
Added 2.49%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
1,457,420
shares
|
$129 Million
5.52% of portfolio
|
Q3 2022
Added 2.95%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
1,450,759
shares
|
$129 Million
1.73% of portfolio
|
Q3 2025
Added 4.62%
|
|
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
Jul 16, 2025 Q2 2025 |
1,450,162
shares
|
$129 Million
14.65% of portfolio
|
Q2 2025
Reduced 9.37%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
1,433,727
shares
|
$127 Million
0.3% of portfolio
|
Q3 2025
Reduced 3.73%
|
|