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 |
|---|---|---|---|---|---|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
853,587
shares
|
$75.8 Million
1.04% of portfolio
|
Q3 2025
Added 3.9%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Nov 03, 2025 Q3 2025 |
851,775
shares
|
$75.6 Million
4.08% of portfolio
|
Q3 2025
Reduced 0.24%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
844,736
shares
|
$75 Million
1.0% of portfolio
|
Q3 2025
Added 11.01%
|
|
|
True Link Financial Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
839,508
shares
|
$74.5 Million
4.73% of portfolio
|
Q3 2025
Added 4.62%
|
|
|
Aspiriant, LLC
|
Oct 24, 2025 Q3 2025 |
839,172
shares
|
$74.5 Million
2.28% of portfolio
|
Q3 2025
Added 8.75%
|
|
|
Klingman & Associates, LLC
|
Oct 27, 2025 Q3 2025 |
838,650
shares
|
$74.4 Million
3.72% of portfolio
|
Q3 2025
Added 12.48%
|
|
|
New York Life Investment Management LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
830,015
shares
|
$73.7 Million
0.67% of portfolio
|
Q3 2025
Reduced 8.65%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
820,116
shares
|
$72.8 Million
0.38% of portfolio
|
Q3 2025
Added 2.13%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
820,083
shares
|
$72.8 Million
0.06% of portfolio
|
Q3 2022
Reduced 0.51%
|
|
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
Jul 17, 2025 Q2 2025 |
819,171
shares
|
$72.7 Million
22.97% of portfolio
|
Q2 2025
Added 22.55%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
815,252
shares
|
$72.4 Million
1.2% of portfolio
|
Q3 2022
Added 77.35%
|
|
|
Amg National Trust Bank
|
Nov 07, 2025 Q3 2025 |
811,834
shares
|
$72.1 Million
1.73% of portfolio
|
Q3 2025
Added 5.67%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Nov 04, 2025 Q3 2025 |
810,665
shares
|
$71.9 Million
2.26% of portfolio
|
Q3 2025
Reduced 1.5%
|
|
|
Opus Capital Group, LLC
|
Oct 31, 2025 Q3 2025 |
795,418
shares
|
$70.6 Million
7.81% of portfolio
|
Q3 2025
Added 125.03%
|
|
|
Bailard, Inc.
|
Oct 30, 2025 Q3 2025 |
794,632
shares
|
$70.5 Million
1.56% of portfolio
|
Q3 2025
Reduced 3.25%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
789,012
shares
|
$70 Million
0.77% of portfolio
|
Q3 2025
Reduced 0.4%
|
|
|
Constellation Investments, Inc.
Montgomery, OH |
Oct 21, 2025 Q3 2025 |
779,498
shares
|
$69.2 Million
3.18% of portfolio
|
Q1 2025
Reduced 57.76%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
776,186
shares
|
$68.9 Million
2.26% of portfolio
|
Q3 2025
Added 2.76%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
775,348
shares
|
$68.8 Million
0.29% of portfolio
|
Q3 2025
Reduced 4.83%
|
|
|
Intrust Bank Na
Wichita, KS |
Nov 10, 2025 Q3 2025 |
773,864
shares
|
$68.7 Million
5.69% of portfolio
|
Q3 2025
Reduced 1.27%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
770,869
shares
|
$68.4 Million
0.19% of portfolio
|
Q3 2025
Added 15.01%
|
|
|
Cabot Wellington, LLC
Boston, MA |
Oct 29, 2025 Q3 2025 |
749,982
shares
|
$66.6 Million
21.18% of portfolio
|
Q3 2025
Reduced 0.61%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
748,212
shares
|
$66.4 Million
3.87% of portfolio
|
Q4 2023
Reduced 1.64%
|
|
|
Roth Financial Partners LLC
|
Oct 20, 2025 Q3 2025 |
742,422
shares
|
$65.9 Million
21.97% of portfolio
|
Q3 2025
Reduced 0.86%
|
|
|
Lockheed Martin Investment Management CO
Bethesda, MD |
Oct 30, 2025 Q3 2025 |
741,000
shares
|
$65.8 Million
2.42% of portfolio
|
Q3 2025
Reduced 1.33%
|
|