Institutional Ownership Ishares Tr (IEFA)
This table provides information about the institutional ownership of Ishares Tr (IEFA). We have compiled data on the 2,342 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 $132 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Octavia Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
169,677
shares
|
$14.3 Million
1.63% of portfolio
|
Q2 2025
Reduced 2.07%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
169,214
shares
|
$14.3 Million
2.79% of portfolio
|
Q3 2024
Added 2.71%
|
|
|
Stephens Group Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
167,594
shares
|
$14.2 Million
1.01% of portfolio
|
Q2 2025
Added 4.94%
|
|
|
E Rn Financial, LLC
|
Jul 17, 2025 Q2 2025 |
167,052
shares
|
$14.1 Million
3.05% of portfolio
|
Q2 2025
Added 0.55%
|
|
|
Topel & Distasi Wealth Management, LLC
|
Aug 07, 2025 Q2 2025 |
166,719
shares
|
$14.1 Million
7.3% of portfolio
|
Q2 2025
Reduced 7.44%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
166,449
shares
|
$14.1 Million
0.16% of portfolio
|
Q3 2023
Reduced 29.18%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Jul 15, 2025 Q2 2025 |
166,413
shares
|
$14.1 Million
2.28% of portfolio
|
Q2 2025
Added 1.01%
|
|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
165,104
shares
|
$14 Million
0.56% of portfolio
|
Q2 2025
Reduced 2.43%
|
|
|
Royal Harbor Partners, LLC
|
Aug 08, 2025 Q2 2025 |
164,889
shares
|
$13.9 Million
6.97% of portfolio
|
Q2 2025
Added 87.28%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
164,680
shares
|
$13.9 Million
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Texas Capital Bancshares Inc
|
Aug 13, 2025 Q2 2025 |
164,187
shares
|
$13.9 Million
5.04% of portfolio
|
Q2 2025
Reduced 1.85%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
163,616
shares
|
$13.8 Million
1.39% of portfolio
|
Q2 2025
Reduced 2.83%
|
|
|
Avid Wealth Partners LLC
San Antonio, TX |
Aug 14, 2025 Q2 2025 |
162,997
shares
|
$13.8 Million
7.78% of portfolio
|
Q2 2025
Added 45.08%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
161,692
shares
|
$13.7 Million
0.41% of portfolio
|
Q2 2025
Added 18.98%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Apr 23, 2025 Q1 2025 |
161,142
shares
|
$13.6 Million
7.01% of portfolio
|
Q1 2025
Reduced 3.8%
|
|
|
Shelter Mutual Insurance CO
|
Jul 29, 2025 Q2 2025 |
160,575
shares
|
$13.6 Million
3.23% of portfolio
|
Q4 2023
Reduced 4.97%
|
|
|
Southern Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
160,517
shares
|
$13.6 Million
7.0% of portfolio
|
Q2 2025
Added 1.64%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
158,726
shares
|
$13.4 Million
0.24% of portfolio
|
Q1 2025
Added 1.0%
|
|
|
Scotia Capital Inc.
|
Aug 13, 2025 Q2 2025 |
158,579
shares
|
$13.4 Million
0.07% of portfolio
|
Q2 2025
Added 0.68%
|
|
|
First Merchants Corp
|
Jul 23, 2025 Q2 2025 |
157,682
shares
|
$13.3 Million
0.95% of portfolio
|
Q2 2025
Added 4.76%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
156,249
shares
|
$13.2 Million
0.07% of portfolio
|
Q1 2025
Added 6.81%
|
|
|
Harbour Capital Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
156,169
shares
|
$13.2 Million
2.96% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Aug 07, 2025 Q2 2025 |
155,863
shares
|
$13.2 Million
3.29% of portfolio
|
Q2 2025
Reduced 5.2%
|
|
|
Petix & Botte CO
|
Aug 08, 2025 Q2 2025 |
155,285
shares
|
$13.1 Million
3.29% of portfolio
|
Q2 2025
Added 9.05%
|
|
|
Northcape Wealth Management, LLC
Williamsville, NY |
Aug 05, 2025 Q2 2025 |
155,072
shares
|
$13.1 Million
4.0% of portfolio
|
Q2 2025
Added 0.6%
|