Institutional Ownership Ishares Tr (IEFA)
This table provides information about the institutional ownership of Ishares Tr (IEFA). We have compiled data on the 2,436 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 |
|---|---|---|---|---|---|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
19,173
shares
|
$1.7 Million
0.5% of portfolio
|
Q3 2023
Reduced 25.12%
|
|
|
Charter Oak Capital Management, LLC
|
Oct 30, 2025 Q3 2025 |
18,911
shares
|
$1.68 Million
0.13% of portfolio
|
Q3 2025
Added 7.8%
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2026 Q4 2025 |
18,868
shares
|
$1.67 Million
0.94% of portfolio
|
Q4 2025
Added 22.41%
|
|
|
Tred Avon Family Wealth, LLC
Easton, MD |
Oct 29, 2025 Q3 2025 |
18,833
shares
|
$1.67 Million
0.56% of portfolio
|
Q3 2025
New holding
|
|
|
Kooman & Associates
Altoona, PA |
Oct 21, 2025 Q3 2025 |
18,794
shares
|
$1.67 Million
0.51% of portfolio
|
Q3 2025
Reduced 0.39%
|
|
|
Csenge Advisory Group
|
Oct 28, 2025 Q3 2025 |
18,766
shares
|
$1.67 Million
0.08% of portfolio
|
Q3 2025
Reduced 12.66%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
18,762
shares
|
$1.67 Million
0.14% of portfolio
|
Q3 2023
Reduced 0.01%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
18,691
shares
|
$1.66 Million
0.04% of portfolio
|
Q3 2025
Reduced 14.25%
|
|
|
Tufton Capital Management
|
Oct 31, 2025 Q3 2025 |
18,687
shares
|
$1.66 Million
0.29% of portfolio
|
Q3 2025
Added 2.18%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Nov 12, 2025 Q3 2025 |
18,510
shares
|
$1.64 Million
0.2% of portfolio
|
Q3 2025
Added 1.7%
|
|
|
Grant
|
May 01, 2025 Q1 2025 |
18,507
shares
|
$1.64 Million
0.82% of portfolio
|
Q1 2025
Added 7.34%
|
|
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
Oct 27, 2025 Q3 2025 |
18,418
shares
|
$1.63 Million
2.84% of portfolio
|
Q3 2025
Added 46.29%
|
|
|
Lee Kelleher Wealth Management
Fulton, MD |
Jan 14, 2026 Q4 2025 |
18,359
shares
|
$1.63 Million
0.98% of portfolio
|
Q4 2025
Added 5.59%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 24, 2025 Q3 2025 |
18,342
shares
|
$1.63 Million
0.35% of portfolio
|
Q3 2025
Reduced 4.51%
|
|
|
Pinnacle Associates LTD
|
Nov 12, 2025 Q3 2025 |
18,306
shares
|
$1.62 Million
0.02% of portfolio
|
Q2 2025
Reduced 7.55%
|
|
|
St. Louis Trust CO
|
Nov 06, 2025 Q3 2025 |
18,295
shares
|
$1.62 Million
0.2% of portfolio
|
Q1 2025
Reduced 32.42%
|
|
|
Lincoln Capital LLC
|
Jan 08, 2026 Q4 2025 |
18,237
shares
|
$1.62 Million
0.31% of portfolio
|
Q4 2025
Added 0.01%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
Nov 05, 2025 Q3 2025 |
18,232
shares
|
$1.62 Million
1.01% of portfolio
|
Q3 2025
Reduced 5.56%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
Nov 14, 2025 Q3 2025 |
18,208
shares
|
$1.62 Million
0.27% of portfolio
|
Q3 2025
Reduced 2.17%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
May 16, 2025 Q1 2025 |
18,173
shares
|
$1.61 Million
1.05% of portfolio
|
Q1 2025
Reduced 6.07%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
18,139
shares
|
$1.61 Million
3.59% of portfolio
|
Q2 2022
Added 15.13%
|
|
|
Wealth Care Investment Partners, LLC
|
Jan 06, 2026 Q4 2025 |
18,136
shares
|
$1.61 Million
0.5% of portfolio
|
Q4 2025
Added 3.27%
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
18,121
shares
|
$1.61 Million
0.07% of portfolio
|
Q3 2025
Reduced 13.43%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Nov 12, 2025 Q3 2025 |
18,087
shares
|
$1.61 Million
0.29% of portfolio
|
Q3 2025
Added 9.14%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 07, 2025 Q3 2025 |
18,020
shares
|
$1.6 Million
0.02% of portfolio
|
Q3 2025
Added 12.09%
|
|