Institutional Ownership Ishares Tr (IEFA)
This table provides information about the institutional ownership of Ishares Tr (IEFA). We have compiled data on the 2,364 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 $136 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Long Run Wealth Advisors, LLC
|
Oct 09, 2025 Q3 2025 |
353,334
shares
|
$31 Million
6.75% of portfolio
|
Q3 2025
Added 3.11%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
353,000
shares
|
$30.9 Million
0.93% of portfolio
|
Q3 2025
Added 3.69%
|
|
|
Montis Financial, LLC
|
Jul 17, 2025 Q2 2025 |
352,924
shares
|
$30.9 Million
8.25% of portfolio
|
Q2 2025
Reduced 0.74%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Aug 13, 2025 Q2 2025 |
351,813
shares
|
$30.8 Million
9.91% of portfolio
|
Q2 2025
Added 8.98%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
351,770
shares
|
$30.8 Million
0.27% of portfolio
|
Q2 2025
Added 1.4%
|
|
|
Safeguard Financial, LLC
|
Apr 10, 2025 Q1 2025 |
349,555
shares
|
$30.6 Million
5.89% of portfolio
|
Q1 2025
Added 5.27%
|
|
|
Jsf Financial, LLC
|
Jul 22, 2025 Q2 2025 |
345,055
shares
|
$30.2 Million
6.9% of portfolio
|
Q2 2025
Added 17.42%
|
|
|
Marion Wealth Management
|
Oct 10, 2025 Q3 2025 |
343,316
shares
|
$30.1 Million
7.28% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Shoker Investment Counsel, Inc.
Oxford, OH |
Aug 11, 2025 Q2 2025 |
341,944
shares
|
$30 Million
9.06% of portfolio
|
Q2 2025
Added 5.39%
|
|
|
Allen Investment Management LLC
|
Aug 07, 2025 Q2 2025 |
340,959
shares
|
$29.9 Million
0.32% of portfolio
|
Q1 2024
Added 19.54%
|
|
|
Brandywine Oak Private Wealth LLC
|
Jul 24, 2025 Q2 2025 |
337,031
shares
|
$29.5 Million
2.62% of portfolio
|
Q2 2025
Reduced 2.26%
|
|
|
Community Bank, N.A.
|
Jul 25, 2025 Q2 2025 |
335,159
shares
|
$29.4 Million
3.75% of portfolio
|
Q2 2025
Reduced 11.87%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
331,532
shares
|
$29 Million
0.72% of portfolio
|
Q2 2025
Added 1.71%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
324,150
shares
|
$28.4 Million
1.73% of portfolio
|
Q2 2025
Added 2.57%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
323,646
shares
|
$28.4 Million
0.05% of portfolio
|
Q2 2025
Reduced 12.48%
|
|
|
Iowa State Bank
|
Oct 03, 2025 Q3 2025 |
321,974
shares
|
$28.2 Million
5.44% of portfolio
|
Q3 2025
Added 16.36%
|
|
|
Tull Financial Group, Inc.
Chesapeake, VA |
Aug 20, 2025 Q2 2025 |
319,597
shares
|
$28 Million
14.49% of portfolio
|
Q2 2025
Added 5.67%
|
|
|
Portland Global Advisors LLC
|
Aug 13, 2025 Q2 2025 |
318,081
shares
|
$27.9 Million
3.14% of portfolio
|
Q2 2025
Added 4.02%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
317,608
shares
|
$27.8 Million
0.76% of portfolio
|
Q2 2025
Added 20.76%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Aug 14, 2025 Q2 2025 |
317,587
shares
|
$27.8 Million
0.04% of portfolio
|
Q2 2025
Reduced 1.19%
|
|
|
Grove Bank & Trust
|
Oct 06, 2025 Q3 2025 |
316,173
shares
|
$27.7 Million
3.27% of portfolio
|
Q3 2025
Added 2.26%
|
|
|
Dean, Jacobson Financial Services, LLC
|
Aug 14, 2025 Q2 2025 |
314,601
shares
|
$27.6 Million
20.35% of portfolio
|
Q2 2025
Reduced 4.97%
|
|
|
Rptc Inc.
Jackson, WY |
Aug 14, 2025 Q2 2025 |
312,057
shares
|
$27.3 Million
4.6% of portfolio
|
Q2 2025
Reduced 1.95%
|
|
|
Ratio Wealth Group
Denver, CO |
May 13, 2024 Q1 2024 |
307,712
shares
|
$27 Million
4.43% of portfolio
|
Q1 2024
Added 1.11%
|
|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
306,878
shares
|
$26.9 Million
8.45% of portfolio
|
Q4 2023
Added 7.08%
|