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 |
|---|---|---|---|---|---|
|
Southern Capital Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
179,701
shares
|
$12.7 Million
7.98% of portfolio
|
Q3 2024
Added 3.46%
|
|
|
Avid Wealth Partners LLC
San Antonio, TX |
Nov 01, 2024 Q3 2024 |
178,616
shares
|
$12.7 Million
9.87% of portfolio
|
Q3 2024
Added 178.66%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
177,749
shares
|
$12.6 Million
1.53% of portfolio
|
Q3 2024
Reduced 8.75%
|
|
|
Marquette Associates, Inc.
Chicago, IL |
Nov 14, 2024 Q3 2024 |
176,641
shares
|
$12.5 Million
9.93% of portfolio
|
Q3 2024
Reduced 2.52%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2024 Q3 2024 |
175,062
shares
|
$12.4 Million
0.17% of portfolio
|
Q3 2024
Added 5.64%
|
|
|
Custos Family Office, LLC
Greenwood Village, CO |
Oct 21, 2024 Q3 2024 |
174,262
shares
|
$12.4 Million
4.97% of portfolio
|
Q3 2024
Added 16.89%
|
|
|
Sage Rhino Capital LLC
|
Nov 01, 2024 Q3 2024 |
171,918
shares
|
$12.2 Million
3.06% of portfolio
|
Q3 2024
Added 3.07%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 14, 2024 Q3 2024 |
171,742
shares
|
$12.2 Million
0.46% of portfolio
|
Q2 2024
Reduced 4.34%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
169,214
shares
|
$12 Million
2.79% of portfolio
|
Q3 2024
Added 2.71%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
168,768
shares
|
$12 Million
0.37% of portfolio
|
Q3 2024
Added 4.39%
|
|
|
Guidance Capital, Inc
Lousville, KY |
Oct 22, 2024 Q3 2024 |
168,629
shares
|
$12 Million
4.03% of portfolio
|
Q3 2024
Reduced 3.37%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Oct 08, 2024 Q3 2024 |
168,355
shares
|
$11.9 Million
4.12% of portfolio
|
Q3 2024
Reduced 1.01%
|
|
|
Texas Capital Bancshares Inc
|
Nov 14, 2024 Q3 2024 |
167,628
shares
|
$11.9 Million
6.88% of portfolio
|
Q3 2024
Reduced 16.27%
|
|
|
Dt Investment Partners, LLC
|
Oct 23, 2024 Q3 2024 |
166,986
shares
|
$11.8 Million
1.06% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
166,817
shares
|
$11.8 Million
0.32% of portfolio
|
Q3 2024
Added 1.27%
|
|
|
Scs Capital Management LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
166,557
shares
|
$11.8 Million
0.26% of portfolio
|
Q3 2024
Added 0.78%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
166,449
shares
|
$11.8 Million
0.16% of portfolio
|
Q3 2023
Reduced 29.18%
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Oct 18, 2024 Q3 2024 |
160,610
shares
|
$11.4 Million
5.16% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Shelter Mutual Insurance CO
|
Nov 08, 2024 Q3 2024 |
160,575
shares
|
$11.4 Million
3.14% of portfolio
|
Q4 2023
Reduced 4.97%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
160,091
shares
|
$11.4 Million
1.01% of portfolio
|
Q3 2024
Reduced 48.96%
|
|
|
Lpwm LLC
Minneapolis, MN |
Oct 07, 2024 Q3 2024 |
158,623
shares
|
$11.3 Million
4.01% of portfolio
|
Q3 2024
Added 0.85%
|
|
|
Omnia Family Wealth, LLC
|
Nov 06, 2024 Q3 2024 |
158,353
shares
|
$11.2 Million
5.32% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Nov 04, 2024 Q3 2024 |
157,710
shares
|
$11.2 Million
7.17% of portfolio
|
Q3 2024
Added 18.99%
|
|
|
Veery Capital, LLC
|
Nov 06, 2024 Q3 2024 |
157,657
shares
|
$11.2 Million
4.63% of portfolio
|
Q3 2024
Added 0.85%
|
|
|
Harbour Capital Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
157,354
shares
|
$11.2 Million
2.96% of portfolio
|
Q3 2024
Added 1.14%
|