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 |
|---|---|---|---|---|---|
|
Fairway Wealth LLC
Independence, OH |
Apr 29, 2025 Q1 2025 |
181,753
shares
|
$14.6 Million
5.08% of portfolio
|
Q1 2025
Added 46.01%
|
|
|
Webster Bank, N. A.
|
Apr 04, 2025 Q1 2025 |
181,513
shares
|
$14.6 Million
1.57% of portfolio
|
Q1 2025
Added 77.88%
|
|
|
Family Capital Trust CO
|
Apr 25, 2025 Q1 2025 |
180,599
shares
|
$14.5 Million
4.9% of portfolio
|
Q1 2025
Reduced 0.83%
|
|
|
Topel & Distasi Wealth Management, LLC
|
May 09, 2025 Q1 2025 |
180,112
shares
|
$14.5 Million
6.36% of portfolio
|
Q1 2025
Reduced 10.34%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
179,371
shares
|
$14.4 Million
1.63% of portfolio
|
Q1 2025
Added 1016.05%
|
|
|
Marquette Associates, Inc.
Chicago, IL |
May 15, 2025 Q1 2025 |
177,912
shares
|
$14.3 Million
13.47% of portfolio
|
Q1 2025
Reduced 1.9%
|
|
|
Coco Enterprises, LLC
Whitefish, MT |
May 14, 2025 Q1 2025 |
177,146
shares
|
$14.2 Million
8.96% of portfolio
|
Q1 2025
New holding
|
|
|
Integrated Investment Consultants, LLC
|
May 14, 2025 Q1 2025 |
175,883
shares
|
$14.1 Million
1.8% of portfolio
|
Q1 2025
Added 3.57%
|
|
|
Becker Capital Management Inc
|
May 14, 2025 Q1 2025 |
175,873
shares
|
$14.1 Million
0.45% of portfolio
|
Q1 2025
Added 13.53%
|
|
|
Astra Wealth Partners LLC
Jersey City, NJ |
Apr 30, 2025 Q1 2025 |
174,413
shares
|
$14 Million
12.09% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Octavia Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
173,259
shares
|
$13.9 Million
1.62% of portfolio
|
Q1 2025
Reduced 14.27%
|
|
|
Sage Rhino Capital LLC
|
Apr 30, 2025 Q1 2025 |
171,506
shares
|
$13.8 Million
3.1% of portfolio
|
Q1 2025
Reduced 6.85%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
May 15, 2025 Q1 2025 |
170,406
shares
|
$13.7 Million
0.47% of portfolio
|
Q1 2025
Added 8.8%
|
|
|
Sky Oak Wealth, LLC
|
May 01, 2025 Q1 2025 |
169,723
shares
|
$13.6 Million
2.83% of portfolio
|
Q1 2025
Added 6.89%
|
|
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
Apr 30, 2025 Q1 2025 |
169,412
shares
|
$13.6 Million
1.84% of portfolio
|
Q1 2025
Reduced 1.69%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Apr 24, 2025 Q1 2025 |
169,325
shares
|
$13.6 Million
1.96% of portfolio
|
Q1 2025
Reduced 10.95%
|
|
|
Ascent Group, LLC
|
May 15, 2025 Q1 2025 |
169,216
shares
|
$13.6 Million
0.57% of portfolio
|
Q1 2025
Added 435.88%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
169,214
shares
|
$13.6 Million
2.79% of portfolio
|
Q3 2024
Added 2.71%
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
168,373
shares
|
$13.5 Million
1.41% of portfolio
|
Q1 2025
Reduced 2.41%
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Apr 21, 2025 Q1 2025 |
168,357
shares
|
$13.5 Million
4.64% of portfolio
|
Q1 2025
Added 1.78%
|
|
|
Money Concepts Capital Corp
|
Apr 24, 2025 Q1 2025 |
167,797
shares
|
$13.5 Million
1.02% of portfolio
|
Q1 2025
Added 1.94%
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Apr 29, 2025 Q1 2025 |
167,748
shares
|
$13.5 Million
2.59% of portfolio
|
Q1 2025
Added 17.31%
|
|
|
Invesco Ltd.
Atlanta, GA |
May 12, 2025 Q1 2025 |
167,543
shares
|
$13.5 Million
0.0% of portfolio
|
Q1 2025
Reduced 18.2%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
May 06, 2025 Q1 2025 |
167,516
shares
|
$13.5 Million
1.73% of portfolio
|
Q1 2025
New holding
|
|
|
Texas Capital Bancshares Inc
|
May 13, 2025 Q1 2025 |
167,287
shares
|
$13.4 Million
5.47% of portfolio
|
Q1 2025
Added 0.9%
|