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 |
|---|---|---|---|---|---|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
155,026
shares
|
$13.1 Million
3.08% of portfolio
|
Q3 2024
Reduced 1.5%
|
|
|
Riverview Trust CO
|
Jul 18, 2025 Q2 2025 |
154,809
shares
|
$13.1 Million
21.53% of portfolio
|
Q2 2025
Reduced 0.85%
|
|
|
Anderson Hoagland & CO
|
Jul 10, 2025 Q2 2025 |
154,303
shares
|
$13 Million
1.25% of portfolio
|
Q2 2025
Added 16.25%
|
|
|
Carbahal Olsen Financial Services Group, LLC
Davis, CA |
Jul 25, 2025 Q2 2025 |
153,858
shares
|
$13 Million
10.95% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
153,764
shares
|
$13 Million
3.8% of portfolio
|
Q2 2025
Added 17.5%
|
|
|
Nova R Wealth, Inc.
|
Jul 17, 2025 Q2 2025 |
153,307
shares
|
$13 Million
6.33% of portfolio
|
Q2 2025
Added 12.44%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
152,663
shares
|
$12.9 Million
0.09% of portfolio
|
Q2 2025
Added 25.05%
|
|
|
Omnia Family Wealth, LLC
|
Jul 28, 2025 Q2 2025 |
151,899
shares
|
$12.8 Million
4.62% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
150,806
shares
|
$12.8 Million
0.33% of portfolio
|
Q2 2025
Reduced 0.53%
|
|
|
Armbruster Capital Management, Inc.
|
Jul 23, 2025 Q2 2025 |
150,396
shares
|
$12.7 Million
2.29% of portfolio
|
Q2 2025
Added 2.64%
|
|
|
Motive Wealth Advisors
|
Jul 15, 2025 Q2 2025 |
150,324
shares
|
$12.7 Million
5.78% of portfolio
|
Q2 2025
Reduced 1.2%
|
|
|
Nepc LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
149,536
shares
|
$12.6 Million
0.32% of portfolio
|
Q2 2025
New holding
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
149,134
shares
|
$12.6 Million
0.1% of portfolio
|
Q2 2025
Added 11.28%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
148,376
shares
|
$12.5 Million
0.24% of portfolio
|
Q4 2022
Reduced 2.19%
|
|
|
Heritage Investors Management Corp
|
Aug 04, 2025 Q2 2025 |
148,130
shares
|
$12.5 Million
0.39% of portfolio
|
Q2 2025
Reduced 1.58%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
147,306
shares
|
$12.5 Million
7.46% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Tectonic Advisors LLC
Plano, TX |
Jul 23, 2025 Q2 2025 |
147,136
shares
|
$12.4 Million
0.73% of portfolio
|
Q2 2025
Added 6.75%
|
|
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
Aug 11, 2025 Q2 2025 |
146,312
shares
|
$12.4 Million
1.68% of portfolio
|
Q2 2025
Reduced 13.64%
|
|
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
Aug 11, 2025 Q2 2025 |
146,056
shares
|
$12.4 Million
5.11% of portfolio
|
Q2 2025
Reduced 1.27%
|
|
|
Veery Capital, LLC
|
Jul 07, 2025 Q2 2025 |
145,592
shares
|
$12.3 Million
4.21% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
145,427
shares
|
$12.3 Million
0.21% of portfolio
|
Q2 2025
Added 25.92%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
144,985
shares
|
$12.3 Million
2.02% of portfolio
|
Q2 2025
Reduced 2.48%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Aug 11, 2025 Q2 2025 |
143,895
shares
|
$12.2 Million
2.29% of portfolio
|
Q2 2025
Reduced 0.76%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Jul 18, 2025 Q2 2025 |
140,368
shares
|
$11.9 Million
1.63% of portfolio
|
Q2 2025
Reduced 17.1%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
139,759
shares
|
$11.8 Million
0.29% of portfolio
|
Q2 2025
Added 42.03%
|