Institutional Ownership Ishares Tr (IEFA)
This table provides information about the institutional ownership of Ishares Tr (IEFA). We have compiled data on the 2,003 institutions that hold shares in the stock, with a total of 1.43 Billion shares, which have been reported (via 13F filing form) to have a value of $100 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
938,682
shares
|
$66 Million
11.72% of portfolio
|
Q3 2024
Added 18.61%
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 13, 2024 Q3 2024 |
926,381
shares
|
$65.1 Million
2.8% of portfolio
|
Q3 2024
Added 7.07%
|
|
|
Mason Street Advisors, LLC
Milwaukee, WI |
Nov 12, 2024 Q3 2024 |
920,400
shares
|
$64.7 Million
8.72% of portfolio
|
Q3 2024
Added 10.49%
|
|
|
Acadian Asset Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
887,556
shares
|
$62.4 Million
0.22% of portfolio
|
Q3 2024
Added 26.37%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
881,635
shares
|
$62 Million
0.46% of portfolio
|
Q3 2024
Added 3.24%
|
|
|
Spc Financial, Inc.
|
Oct 16, 2024 Q3 2024 |
874,128
shares
|
$61.4 Million
6.03% of portfolio
|
Q3 2024
Reduced 3.03%
|
|
|
Monashee Investment Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
870,580
shares
|
$61.2 Million
8.77% of portfolio
|
Q3 2024
Reduced 0.4%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
858,103
shares
|
$60.3 Million
6.68% of portfolio
|
Q2 2023
Reduced 0.96%
|
|
|
First National Trust CO
|
Nov 05, 2024 Q3 2024 |
844,172
shares
|
$59.3 Million
2.58% of portfolio
|
Q3 2024
Added 10.18%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
844,008
shares
|
$59.3 Million
0.68% of portfolio
|
Q3 2024
Reduced 1.69%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Oct 15, 2024 Q3 2024 |
840,305
shares
|
$59.1 Million
4.06% of portfolio
|
Q3 2024
Added 2.46%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
835,536
shares
|
$58.7 Million
0.43% of portfolio
|
Q3 2024
Added 1530.03%
|
|
|
Archetype Wealth Partners
Houston, TX |
Nov 14, 2024 Q3 2024 |
823,383
shares
|
$57.9 Million
9.31% of portfolio
|
Q3 2024
Added 2.49%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
820,083
shares
|
$57.6 Million
0.06% of portfolio
|
Q3 2022
Reduced 0.51%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
815,252
shares
|
$57.3 Million
1.2% of portfolio
|
Q3 2022
Added 77.35%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
805,543
shares
|
$56.6 Million
0.28% of portfolio
|
Q3 2024
Reduced 6.73%
|
|
|
Bailard, Inc.
|
Oct 30, 2024 Q3 2024 |
804,598
shares
|
$56.6 Million
1.65% of portfolio
|
Q3 2024
Reduced 0.64%
|
|
|
Intrust Bank Na
Wichita, KS |
Nov 12, 2024 Q3 2024 |
801,946
shares
|
$56.4 Million
6.29% of portfolio
|
Q3 2024
Added 2.31%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Nov 14, 2024 Q3 2024 |
795,815
shares
|
$55.9 Million
7.67% of portfolio
|
Q3 2024
Reduced 5.32%
|
|
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
Oct 29, 2024 Q3 2024 |
795,797
shares
|
$55.9 Million
21.36% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Bangor Savings Bank
Bangor, ME |
Oct 07, 2024 Q3 2024 |
785,550
shares
|
$55.2 Million
5.78% of portfolio
|
Q3 2024
Added 4.18%
|
|
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
Oct 31, 2024 Q3 2024 |
785,053
shares
|
$55.2 Million
4.19% of portfolio
|
Q3 2024
Reduced 5.07%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Nov 07, 2024 Q3 2024 |
783,997
shares
|
$55.1 Million
3.96% of portfolio
|
Q3 2024
Added 8.57%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Nov 14, 2024 Q3 2024 |
780,589
shares
|
$54.9 Million
5.98% of portfolio
|
Q3 2024
Added 0.81%
|
|
|
Cabot Wellington, LLC
Boston, MA |
Oct 25, 2024 Q3 2024 |
778,094
shares
|
$54.7 Million
22.83% of portfolio
|
Q3 2024
Reduced 1.31%
|