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 |
|---|---|---|---|---|---|
|
Old National Bancorp
|
Oct 18, 2024 Q3 2024 |
319,738
shares
|
$22.6 Million
0.58% of portfolio
|
Q3 2024
Added 10.14%
|
|
|
Dean, Jacobson Financial Services, LLC
|
Oct 24, 2024 Q3 2024 |
319,103
shares
|
$22.6 Million
18.71% of portfolio
|
Q3 2024
Reduced 0.72%
|
|
|
Shoker Investment Counsel, Inc.
Oxford, OH |
Nov 01, 2024 Q3 2024 |
318,592
shares
|
$22.6 Million
8.38% of portfolio
|
Q3 2024
Reduced 3.46%
|
|
|
Iowa State Bank
|
Oct 09, 2024 Q3 2024 |
317,752
shares
|
$22.5 Million
5.16% of portfolio
|
Q3 2024
Added 3.22%
|
|
|
Tull Financial Group, Inc.
Chesapeake, VA |
Oct 21, 2024 Q3 2024 |
316,293
shares
|
$22.4 Million
15.01% of portfolio
|
Q3 2024
New holding
|
|
|
New Perspectives, Inc
Tougaloo, MS |
Oct 18, 2024 Q3 2024 |
315,307
shares
|
$22.3 Million
13.16% of portfolio
|
Q3 2024
Added 1.21%
|
|
|
Towercrest Capital Management
Newtown, PA |
Nov 12, 2024 Q3 2024 |
314,837
shares
|
$22.3 Million
3.9% of portfolio
|
Q3 2024
Added 1.03%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
314,328
shares
|
$22.3 Million
0.46% of portfolio
|
Q3 2024
Added 11.67%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
310,704
shares
|
$22 Million
0.49% of portfolio
|
Q3 2024
Added 3.79%
|
|
|
Ratio Wealth Group
Denver, CO |
May 13, 2024 Q1 2024 |
307,712
shares
|
$21.8 Million
4.43% of portfolio
|
Q1 2024
Added 1.11%
|
|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
306,878
shares
|
$21.7 Million
8.45% of portfolio
|
Q4 2023
Added 7.08%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
306,572
shares
|
$21.7 Million
1.61% of portfolio
|
Q3 2024
Added 7.16%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Oct 25, 2024 Q3 2024 |
305,519
shares
|
$21.6 Million
1.41% of portfolio
|
Q3 2024
Reduced 0.69%
|
|
|
Bg Investment Services, Inc.
|
Feb 09, 2023 Q4 2022 |
305,214
shares
|
$21.6 Million
20.51% of portfolio
|
Q4 2022
Added 3.74%
|
|
|
Twele Capital Management, Inc.
|
Oct 07, 2024 Q3 2024 |
292,414
shares
|
$20.7 Million
4.8% of portfolio
|
Q3 2024
Added 1.89%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
291,568
shares
|
$20.6 Million
0.7% of portfolio
|
Q3 2024
Reduced 13.76%
|
|
|
Bull Oak Capital, LLC
San Diego, CA |
Oct 23, 2024 Q3 2024 |
290,712
shares
|
$20.6 Million
13.22% of portfolio
|
Q3 2024
Added 2.43%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 13, 2024 Q3 2024 |
286,257
shares
|
$20.3 Million
9.18% of portfolio
|
Q3 2024
Added 35.83%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
284,643
shares
|
$20.1 Million
5.44% of portfolio
|
Q3 2024
Added 1.77%
|
|
|
Martel Wealth Advisors Inc
Vancouver, WA |
Oct 09, 2024 Q3 2024 |
284,467
shares
|
$20.1 Million
4.48% of portfolio
|
Q3 2020
Reduced 1.21%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
283,760
shares
|
$20.1 Million
0.31% of portfolio
|
Q3 2024
Reduced 4.95%
|
|
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
Oct 31, 2024 Q3 2024 |
281,861
shares
|
$20 Million
6.46% of portfolio
|
Q3 2024
Added 0.83%
|
|
|
Safeguard Financial, LLC
|
Oct 15, 2024 Q3 2024 |
281,225
shares
|
$19.9 Million
5.2% of portfolio
|
Q3 2024
Added 12.9%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jul 19, 2024 Q2 2024 |
280,826
shares
|
$19.9 Million
2.45% of portfolio
|
Q2 2024
Added 2.24%
|
|
|
Professional Advisory Services Inc
|
Oct 17, 2024 Q3 2024 |
280,134
shares
|
$19.8 Million
2.87% of portfolio
|
Q3 2024
Added 0.49%
|