Institutional Ownership Ishares Tr (IEFA)
This table provides information about the institutional ownership of Ishares Tr (IEFA). We have compiled data on the 2,258 institutions that hold shares in the stock, with a total of 1.54 Billion shares, which have been reported (via 13F filing form) to have a value of $127 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cambridge Associates LLC
Boston, MA |
May 15, 2025 Q1 2025 |
598,189
shares
|
$48.1 Million
1.29% of portfolio
|
Q1 2025
Reduced 12.89%
|
|
|
Financial Counselors Inc
|
Apr 29, 2025 Q1 2025 |
597,731
shares
|
$48 Million
0.7% of portfolio
|
Q1 2025
Added 14.07%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
596,246
shares
|
$47.9 Million
4.0% of portfolio
|
Q1 2025
Reduced 0.78%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
594,352
shares
|
$47.8 Million
3.39% of portfolio
|
Q1 2025
Added 2.28%
|
|
|
Revolve Wealth Partners, LLC
|
Apr 14, 2025 Q1 2025 |
592,187
shares
|
$47.6 Million
6.85% of portfolio
|
Q1 2025
Added 7.34%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
587,420
shares
|
$47.2 Million
1.23% of portfolio
|
Q1 2024
Reduced 1.79%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
586,451
shares
|
$47.1 Million
1.08% of portfolio
|
Q1 2024
Added 38.81%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
May 14, 2025 Q1 2025 |
578,220
shares
|
$46.5 Million
5.18% of portfolio
|
Q1 2025
Added 2.34%
|
|
|
Colony Family Offices, LLC
|
Apr 21, 2025 Q1 2025 |
576,669
shares
|
$46.4 Million
15.21% of portfolio
|
Q1 2025
Added 0.54%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Apr 17, 2025 Q1 2025 |
573,573
shares
|
$46.1 Million
7.53% of portfolio
|
Q1 2025
Reduced 8.0%
|
|
|
Waddell & Associates, LLC
|
May 14, 2025 Q1 2025 |
566,512
shares
|
$45.5 Million
5.75% of portfolio
|
Q4 2024
Reduced 2.64%
|
|
|
Lbmc Investment Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
565,881
shares
|
$45.5 Million
3.43% of portfolio
|
Q1 2025
Added 0.92%
|
|
|
Regis Acquisition Inc.
Denver, CO |
Aug 14, 2024 Q2 2024 |
560,639
shares
|
$45.1 Million
24.83% of portfolio
|
Q2 2024
Reduced 2.34%
|
|
|
Bank Of Hawaii
Honolulu, HI |
May 14, 2025 Q1 2025 |
560,227
shares
|
$45 Million
2.45% of portfolio
|
Q4 2024
Added 4.91%
|
|
|
Disciplina Capital Management LLC
Nashville, TN |
May 13, 2025 Q1 2025 |
556,113
shares
|
$44.7 Million
6.12% of portfolio
|
Q1 2025
Added 4.09%
|
|
|
Starr Indemnity & Liability CO
New York, NY |
May 13, 2025 Q1 2025 |
553,126
shares
|
$44.5 Million
20.26% of portfolio
|
Q4 2024
New holding
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
May 02, 2025 Q1 2025 |
551,208
shares
|
$44.3 Million
3.51% of portfolio
|
Q1 2025
New holding
|
|
|
Rmr Wealth Builders
|
Apr 16, 2025 Q1 2025 |
546,585
shares
|
$43.9 Million
4.42% of portfolio
|
Q1 2025
Added 2.29%
|
|
|
Miracle Mile Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
539,611
shares
|
$43.4 Million
0.87% of portfolio
|
Q1 2025
Reduced 7.14%
|
|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
536,826
shares
|
$43.2 Million
1.01% of portfolio
|
Q4 2022
New holding
|
|
|
Wescott Financial Advisory Group, LLC
|
May 14, 2025 Q1 2025 |
533,696
shares
|
$42.9 Million
4.71% of portfolio
|
Q1 2025
Reduced 1.28%
|
|
|
Fusion Family Wealth LLC
|
Apr 28, 2025 Q1 2025 |
531,175
shares
|
$42.7 Million
3.7% of portfolio
|
Q1 2025
Added 10.39%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Apr 23, 2025 Q1 2025 |
523,682
shares
|
$42.1 Million
4.21% of portfolio
|
Q1 2025
Added 7.55%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
May 01, 2025 Q1 2025 |
520,864
shares
|
$41.9 Million
7.25% of portfolio
|
Q1 2025
Added 4.87%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
518,567
shares
|
$41.7 Million
0.21% of portfolio
|
Q2 2023
Reduced 2.77%
|