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 |
|---|---|---|---|---|---|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
111,964
shares
|
$9 Million
3.3% of portfolio
|
Q2 2022
Added 0.97%
|
|
|
Smith, Salley & Associates
|
Apr 25, 2025 Q1 2025 |
111,683
shares
|
$8.98 Million
0.58% of portfolio
|
Q1 2025
Added 9.18%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
111,657
shares
|
$8.97 Million
0.07% of portfolio
|
Q1 2025
Reduced 17.41%
|
|
|
Cornerstone Advisory, LLC
|
May 07, 2025 Q1 2025 |
111,447
shares
|
$8.96 Million
1.06% of portfolio
|
Q1 2025
Added 9.86%
|
|
|
Patriot Investment Management Inc.
|
Apr 16, 2025 Q1 2025 |
111,262
shares
|
$8.94 Million
0.64% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
Sym Financial Corp
|
May 06, 2025 Q1 2025 |
110,892
shares
|
$8.91 Million
1.04% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
110,541
shares
|
$8.89 Million
0.28% of portfolio
|
Q1 2025
Reduced 3.95%
|
|
|
Wealthstream Advisors, Inc.
|
May 07, 2025 Q1 2025 |
110,303
shares
|
$8.87 Million
1.63% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
May 09, 2025 Q1 2025 |
110,215
shares
|
$8.86 Million
3.27% of portfolio
|
Q1 2025
Reduced 0.76%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
109,285
shares
|
$8.78 Million
0.29% of portfolio
|
Q1 2025
Added 1.67%
|
|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
May 06, 2025 Q1 2025 |
108,547
shares
|
$8.73 Million
5.2% of portfolio
|
Q1 2025
Added 3.18%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
108,440
shares
|
$8.72 Million
0.07% of portfolio
|
Q1 2025
Added 51.5%
|
|
|
Acorn Creek Capital LLC
Fort Collins, CO |
Apr 22, 2025 Q1 2025 |
107,795
shares
|
$8.66 Million
4.07% of portfolio
|
Q1 2025
Added 1.93%
|
|
|
Helium Advisors LLC
Everett, WA |
May 08, 2025 Q1 2025 |
107,164
shares
|
$8.61 Million
5.9% of portfolio
|
Q1 2025
Added 6.55%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Apr 03, 2025 Q1 2025 |
106,301
shares
|
$8.54 Million
1.11% of portfolio
|
Q1 2025
Reduced 22.38%
|
|
|
Widmann Financial Services, Inc.
|
May 14, 2025 Q1 2025 |
106,286
shares
|
$8.54 Million
6.27% of portfolio
|
Q1 2025
Added 2.78%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Apr 24, 2025 Q1 2025 |
106,101
shares
|
$8.53 Million
4.6% of portfolio
|
Q1 2025
Added 15.32%
|
|
|
Bg Investment Services, Inc.
|
May 06, 2025 Q1 2025 |
105,875
shares
|
$8.51 Million
8.9% of portfolio
|
Q1 2025
Reduced 37.22%
|
|
|
Simon Quick Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
105,248
shares
|
$8.46 Million
0.46% of portfolio
|
Q1 2025
Reduced 3.98%
|
|
|
Jackson Hole Capital Partners, LLC
|
May 06, 2025 Q1 2025 |
104,983
shares
|
$8.44 Million
1.62% of portfolio
|
Q1 2025
Added 4.03%
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
May 08, 2025 Q1 2025 |
104,851
shares
|
$8.43 Million
2.08% of portfolio
|
Q1 2025
Added 6.74%
|
|
|
Next Capital Management LLC
|
May 06, 2025 Q1 2025 |
104,411
shares
|
$8.39 Million
3.82% of portfolio
|
Q1 2025
Added 2.2%
|
|
|
Cypress Financial Planning LLC
|
Apr 09, 2025 Q1 2025 |
103,830
shares
|
$8.35 Million
2.87% of portfolio
|
Q1 2025
Reduced 0.55%
|
|
|
Instrumental Wealth, LLC
Tampa, FL |
Apr 28, 2025 Q1 2025 |
103,808
shares
|
$8.34 Million
7.34% of portfolio
|
Q1 2025
Added 4.46%
|
|
|
Interchange Capital Partners, LLC
|
Apr 29, 2025 Q1 2025 |
103,601
shares
|
$8.33 Million
2.26% of portfolio
|
Q1 2025
Added 52.92%
|