Institutional Ownership Ishares Tr (IEFA)
This table provides information about the institutional ownership of Ishares Tr (IEFA). We have compiled data on the 2,340 institutions that hold shares in the stock, with a total of 1.56 Billion shares, which have been reported (via 13F filing form) to have a value of $132 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
400,314
shares
|
$33.9 Million
10.39% of portfolio
|
Q1 2023
Added 1.54%
|
|
|
Smith & Howard Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
399,839
shares
|
$33.8 Million
10.32% of portfolio
|
Q2 2025
Added 2.45%
|
|
|
Old National Bancorp
|
Jul 22, 2025 Q2 2025 |
398,183
shares
|
$33.7 Million
0.6% of portfolio
|
Q2 2025
Added 46.6%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
389,575
shares
|
$32.9 Million
0.3% of portfolio
|
Q2 2025
Added 32.08%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
384,309
shares
|
$32.5 Million
0.49% of portfolio
|
Q2 2025
Added 7.74%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
380,470
shares
|
$32.2 Million
8.67% of portfolio
|
Q2 2025
Reduced 1.64%
|
|
|
Tarbox Family Office, Inc.
|
May 08, 2025 Q1 2025 |
379,275
shares
|
$32.1 Million
4.78% of portfolio
|
Q1 2025
Reduced 0.94%
|
|
|
Archford Capital Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
377,011
shares
|
$31.9 Million
4.39% of portfolio
|
Q2 2025
Added 0.46%
|
|
|
Simon Quick Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
376,494
shares
|
$31.8 Million
1.28% of portfolio
|
Q2 2025
Added 257.72%
|
|
|
I A Global Asset Management Inc.
Quebec, A8 |
Aug 05, 2025 Q2 2025 |
375,802
shares
|
$31.8 Million
0.47% of portfolio
|
Q2 2025
Reduced 24.71%
|
|
|
Cfo4 Life Group, LLC
|
Aug 08, 2025 Q2 2025 |
373,990
shares
|
$31.6 Million
5.17% of portfolio
|
Q2 2025
Added 12.14%
|
|
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
Aug 11, 2025 Q2 2025 |
370,808
shares
|
$31.4 Million
9.05% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
369,596
shares
|
$31.3 Million
0.83% of portfolio
|
Q2 2025
Added 4.77%
|
|
|
Empire Life Investments Inc.
|
Aug 14, 2025 Q2 2025 |
366,417
shares
|
$31 Million
2.01% of portfolio
|
Q2 2025
Reduced 4.94%
|
|
|
Commerce Bank
Kansas City, MO |
Aug 07, 2025 Q2 2025 |
365,626
shares
|
$30.9 Million
0.18% of portfolio
|
Q2 2025
Added 29.49%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
364,750
shares
|
$30.8 Million
0.43% of portfolio
|
Q2 2025
Reduced 2.35%
|
|
|
Resonant Capital Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
363,436
shares
|
$30.7 Million
1.97% of portfolio
|
Q2 2025
Added 3.99%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
362,679
shares
|
$30.7 Million
0.99% of portfolio
|
Q2 2025
Added 26.85%
|
|
|
University Of Massachusetts Foundation, Inc.
Boston, MA |
Aug 12, 2025 Q2 2025 |
359,506
shares
|
$30.4 Million
15.46% of portfolio
|
Q1 2023
Added 27.03%
|
|
|
Cbm Financial, LLC
Austin, TX |
May 20, 2025 Q1 2025 |
359,171
shares
|
$30.4 Million
23.62% of portfolio
|
Q1 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
358,276
shares
|
$30.3 Million
0.6% of portfolio
|
Q2 2025
Added 14.48%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Aug 04, 2025 Q2 2025 |
358,193
shares
|
$30.3 Million
0.62% of portfolio
|
Q2 2025
Added 7.67%
|
|
|
New England Asset Management Inc
Farmington, CT |
May 15, 2025 Q1 2025 |
358,100
shares
|
$30.3 Million
4.67% of portfolio
|
Q1 2025
Added 4.46%
|
|
|
Berkshire Bank
|
Jul 09, 2025 Q2 2025 |
354,248
shares
|
$30 Million
6.91% of portfolio
|
Q2 2025
Added 1.69%
|
|
|
Bull Oak Capital, LLC
San Diego, CA |
Aug 01, 2025 Q2 2025 |
354,110
shares
|
$29.9 Million
13.73% of portfolio
|
Q2 2025
Added 1.18%
|