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 |
|---|---|---|---|---|---|
|
New Perspectives, Inc
Tougaloo, MS |
Jul 17, 2025 Q2 2025 |
305,854
shares
|
$26.8 Million
12.69% of portfolio
|
Q2 2025
Added 1.8%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Oct 16, 2025 Q3 2025 |
303,686
shares
|
$26.6 Million
2.6% of portfolio
|
Q3 2025
Added 0.97%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Aug 04, 2025 Q2 2025 |
302,859
shares
|
$26.5 Million
1.14% of portfolio
|
Q2 2025
Added 2.46%
|
|
|
Wela Strategies, Inc.
|
Jul 14, 2025 Q2 2025 |
300,993
shares
|
$26.4 Million
9.89% of portfolio
|
Q2 2025
Added 0.73%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
299,399
shares
|
$26.2 Million
2.13% of portfolio
|
Q2 2025
New holding
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 26, 2025 Q2 2025 |
298,476
shares
|
$26.1 Million
0.05% of portfolio
|
Q2 2025
Reduced 34.91%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
298,249
shares
|
$26.1 Million
2.15% of portfolio
|
Q2 2025
Added 6.93%
|
|
|
Twele Capital Management, Inc.
|
Oct 15, 2025 Q3 2025 |
296,566
shares
|
$26 Million
4.8% of portfolio
|
Q3 2025
Added 1.39%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
295,411
shares
|
$25.9 Million
0.91% of portfolio
|
Q2 2025
Reduced 16.34%
|
|
|
Dt Investment Partners, LLC
|
Jul 22, 2025 Q2 2025 |
294,919
shares
|
$25.8 Million
2.22% of portfolio
|
Q2 2025
Added 82.9%
|
|
|
West Financial Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
291,385
shares
|
$25.5 Million
4.22% of portfolio
|
Q3 2025
Added 2.09%
|
|
|
Neumann Capital Management, LLC
|
Oct 15, 2025 Q3 2025 |
288,796
shares
|
$25.3 Million
7.44% of portfolio
|
Q3 2025
Reduced 2.2%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
288,092
shares
|
$25.2 Million
0.25% of portfolio
|
Q2 2025
Added 1.76%
|
|
|
Affiance Financial, LLC
|
Oct 14, 2025 Q3 2025 |
285,978
shares
|
$25.1 Million
4.55% of portfolio
|
Q3 2025
Added 6.07%
|
|
|
Washington Trust CO
|
Aug 08, 2025 Q2 2025 |
284,563
shares
|
$24.9 Million
0.86% of portfolio
|
Q2 2025
Added 2.42%
|
|
|
Great Diamond Partners, LLC
|
Aug 13, 2025 Q2 2025 |
283,384
shares
|
$24.8 Million
5.18% of portfolio
|
Q2 2025
Added 1.09%
|
|
|
Sovereign Investment Advisors, LLC
|
Jul 21, 2025 Q2 2025 |
282,500
shares
|
$24.7 Million
7.19% of portfolio
|
Q2 2025
Added 21.81%
|
|
|
Rational Advisors LLC
Huntington, NY |
Jul 31, 2025 Q2 2025 |
281,232
shares
|
$24.6 Million
2.73% of portfolio
|
Q2 2025
Added 52.69%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Aug 13, 2025 Q2 2025 |
279,391
shares
|
$24.5 Million
1.67% of portfolio
|
Q2 2025
Reduced 39.04%
|
|
|
Sja Financial Advisory, LLC
|
Aug 06, 2025 Q2 2025 |
279,212
shares
|
$24.5 Million
16.06% of portfolio
|
Q2 2025
Added 3.79%
|
|
|
Pine Ridge Advisers LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
275,902
shares
|
$24.2 Million
2.06% of portfolio
|
Q1 2025
Added 38.47%
|
|
|
Venture Visionary Partners LLC
|
Oct 06, 2025 Q3 2025 |
275,227
shares
|
$24.1 Million
0.87% of portfolio
|
Q3 2025
Added 0.49%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
274,350
shares
|
$24 Million
6.28% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Martel Wealth Advisors Inc
Vancouver, WA |
Oct 14, 2025 Q3 2025 |
274,059
shares
|
$24 Million
4.19% of portfolio
|
Q3 2025
Reduced 2.14%
|
|
|
Bishop & CO Investment Management, LLC
|
Aug 14, 2025 Q2 2025 |
273,399
shares
|
$24 Million
8.2% of portfolio
|
Q2 2025
Reduced 10.97%
|