Institutional Ownership Ishares Tr (IEFA)
This table provides information about the institutional ownership of Ishares Tr (IEFA). We have compiled data on the 2,004 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 $101 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Montis Financial, LLC
|
Oct 10, 2024 Q3 2024 |
369,041
shares
|
$26.1 Million
10.28% of portfolio
|
Q3 2024
Added 22.76%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
367,768
shares
|
$26 Million
0.88% of portfolio
|
Q3 2024
Reduced 6.0%
|
|
|
Smith & Howard Wealth Management, LLC
|
Oct 23, 2024 Q3 2024 |
364,308
shares
|
$25.8 Million
8.04% of portfolio
|
Q3 2024
Reduced 0.95%
|
|
|
First Citizens Asset Management, Inc.
Raleigh, NC |
Oct 30, 2024 Q3 2024 |
364,200
shares
|
$25.8 Million
10.1% of portfolio
|
Q3 2024
Added 20.78%
|
|
|
Axiom Investors LLC
Greenwich, CT |
Nov 12, 2024 Q3 2024 |
360,400
shares
|
$25.5 Million
0.25% of portfolio
|
Q3 2024
Added 24.88%
|
|
|
Opus Capital Group, LLC
|
Oct 31, 2024 Q3 2024 |
360,342
shares
|
$25.5 Million
3.52% of portfolio
|
Q3 2024
Added 0.84%
|
|
|
University Of Massachusetts Foundation, Inc.
Boston, MA |
Oct 23, 2024 Q3 2024 |
359,506
shares
|
$25.4 Million
12.17% of portfolio
|
Q1 2023
Added 27.03%
|
|
|
Cutler Investment Counsel LLC
|
Nov 06, 2024 Q3 2024 |
359,418
shares
|
$25.4 Million
3.55% of portfolio
|
Q3 2024
Added 23.34%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
355,615
shares
|
$25.2 Million
0.18% of portfolio
|
Q3 2024
Added 2.39%
|
|
|
Bishop & CO Investment Management, LLC
|
Nov 12, 2024 Q3 2024 |
353,441
shares
|
$25 Million
10.5% of portfolio
|
Q3 2024
Added 1.5%
|
|
|
Empire Life Investments Inc.
|
Oct 29, 2024 Q3 2024 |
346,618
shares
|
$24.5 Million
1.69% of portfolio
|
Q3 2024
Reduced 0.58%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
343,765
shares
|
$24.3 Million
1.06% of portfolio
|
Q3 2024
Added 3.84%
|
|
|
New England Asset Management Inc
Farmington, CT |
Nov 07, 2024 Q3 2024 |
342,800
shares
|
$24.3 Million
4.43% of portfolio
|
Q4 2023
Reduced 13.11%
|
|
|
Allen Investment Management LLC
|
Nov 07, 2024 Q3 2024 |
340,959
shares
|
$24.1 Million
0.32% of portfolio
|
Q1 2024
Added 19.54%
|
|
|
Berkshire Bank
|
Oct 18, 2024 Q3 2024 |
336,658
shares
|
$23.8 Million
6.19% of portfolio
|
Q3 2024
Added 7.45%
|
|
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
333,072
shares
|
$23.6 Million
0.69% of portfolio
|
Q3 2024
Added 7.52%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Nov 14, 2024 Q3 2024 |
332,999
shares
|
$23.6 Million
0.0% of portfolio
|
Q3 2024
Added 75.5%
|
|
|
Marion Wealth Management
|
Oct 07, 2024 Q3 2024 |
331,987
shares
|
$23.5 Million
6.96% of portfolio
|
Q3 2024
Added 4.25%
|
|
|
Rptc Inc.
Jackson, WY |
Nov 14, 2024 Q3 2024 |
330,476
shares
|
$23.4 Million
5.61% of portfolio
|
Q3 2024
Reduced 3.95%
|
|
|
Archford Capital Strategies, LLC
|
Oct 15, 2024 Q3 2024 |
327,204
shares
|
$23.2 Million
3.75% of portfolio
|
Q3 2024
Added 1.4%
|
|
|
Long Run Wealth Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
323,668
shares
|
$22.9 Million
6.01% of portfolio
|
Q3 2024
Added 3.24%
|
|
|
Brandywine Oak Private Wealth LLC
|
Nov 07, 2024 Q3 2024 |
323,307
shares
|
$22.9 Million
2.44% of portfolio
|
Q3 2024
Added 3.03%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
323,196
shares
|
$22.9 Million
1.42% of portfolio
|
Q3 2024
Added 11.22%
|
|
|
Tennessee Valley Asset Management Partners
|
Nov 13, 2024 Q3 2024 |
322,273
shares
|
$22.8 Million
4.12% of portfolio
|
Q3 2024
Added 2604.99%
|
|
|
Riversedge Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
320,860
shares
|
$22.7 Million
6.08% of portfolio
|
Q3 2024
Reduced 13.55%
|