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 |
|---|---|---|---|---|---|
|
Ratio Wealth Group
Denver, CO |
May 13, 2024 Q1 2024 |
307,712
shares
|
$24.7 Million
4.43% of portfolio
|
Q1 2024
Added 1.11%
|
|
|
Bishop & CO Investment Management, LLC
|
May 07, 2025 Q1 2025 |
307,088
shares
|
$24.7 Million
8.99% of portfolio
|
Q1 2025
Reduced 16.76%
|
|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
306,878
shares
|
$24.7 Million
8.45% of portfolio
|
Q4 2023
Added 7.08%
|
|
|
Portland Global Advisors LLC
|
May 07, 2025 Q1 2025 |
305,797
shares
|
$24.6 Million
2.91% of portfolio
|
Q1 2025
Added 7.58%
|
|
|
New Perspectives, Inc
Tougaloo, MS |
Apr 25, 2025 Q1 2025 |
300,448
shares
|
$24.2 Million
12.18% of portfolio
|
Q1 2025
Reduced 6.79%
|
|
|
Twele Capital Management, Inc.
|
Apr 09, 2025 Q1 2025 |
298,980
shares
|
$24 Million
4.86% of portfolio
|
Q1 2025
Reduced 5.5%
|
|
|
Wela Strategies, Inc.
|
Apr 14, 2025 Q1 2025 |
298,800
shares
|
$24 Million
9.63% of portfolio
|
Q1 2025
Added 4.21%
|
|
|
Strategic Investment Management, LLC
|
Apr 30, 2025 Q1 2025 |
297,180
shares
|
$23.9 Million
9.04% of portfolio
|
Q1 2025
Reduced 24.12%
|
|
|
Neumann Capital Management, LLC
|
Apr 15, 2025 Q1 2025 |
295,739
shares
|
$23.8 Million
7.75% of portfolio
|
Q1 2025
Added 0.94%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 23, 2025 Q1 2025 |
295,581
shares
|
$23.8 Million
1.09% of portfolio
|
Q1 2025
Added 0.83%
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
294,950
shares
|
$23.7 Million
0.27% of portfolio
|
Q1 2025
Reduced 3.9%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
May 21, 2025 Q1 2025 |
294,718
shares
|
$23.7 Million
2.42% of portfolio
|
Q1 2025
Added 0.48%
|
|
|
Martel Wealth Advisors Inc
Vancouver, WA |
Apr 16, 2025 Q1 2025 |
294,114
shares
|
$23.6 Million
4.43% of portfolio
|
Q1 2025
Added 3.54%
|
|
|
Jsf Financial, LLC
|
May 07, 2025 Q1 2025 |
293,853
shares
|
$23.6 Million
5.91% of portfolio
|
Q1 2025
Added 9.6%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
288,562
shares
|
$23.2 Million
5.47% of portfolio
|
Q1 2025
Added 1.84%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
285,903
shares
|
$23 Million
0.76% of portfolio
|
Q1 2025
Added 53.81%
|
|
|
Iowa State Bank
|
Apr 09, 2025 Q1 2025 |
283,324
shares
|
$22.8 Million
4.69% of portfolio
|
Q1 2025
Reduced 14.47%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
283,115
shares
|
$22.8 Million
0.27% of portfolio
|
Q1 2025
Added 3.42%
|
|
|
Commerce Bank
Kansas City, MO |
May 08, 2025 Q1 2025 |
282,368
shares
|
$22.7 Million
0.14% of portfolio
|
Q1 2025
Added 12.45%
|
|
|
Abundance Wealth Counselors
|
Apr 21, 2025 Q1 2025 |
280,751
shares
|
$22.6 Million
4.44% of portfolio
|
Q1 2025
Reduced 33.29%
|
|
|
Great Diamond Partners, LLC
|
May 13, 2025 Q1 2025 |
280,320
shares
|
$22.5 Million
5.94% of portfolio
|
Q1 2025
Added 1.02%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
278,930
shares
|
$22.4 Million
2.48% of portfolio
|
Q1 2025
Added 5.53%
|
|
|
Washington Trust CO
|
Apr 25, 2025 Q1 2025 |
277,844
shares
|
$22.3 Million
0.82% of portfolio
|
Q1 2025
Reduced 0.7%
|
|
|
West Financial Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
277,088
shares
|
$22.3 Million
4.03% of portfolio
|
Q1 2025
Added 0.93%
|
|
|
Pine Ridge Advisers LLC
New York, NY |
May 09, 2025 Q1 2025 |
275,902
shares
|
$22.2 Million
2.14% of portfolio
|
Q1 2025
Added 38.47%
|