Institutional Ownership Ishares Tr (IEFA)
This table provides information about the institutional ownership of Ishares Tr (IEFA). We have compiled data on the 2,003 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 |
|---|---|---|---|---|---|
|
Defined Wealth Management, LLC
|
Oct 31, 2024 Q3 2024 |
88,238
shares
|
$6.23 Million
4.65% of portfolio
|
Q3 2024
Added 1.67%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
87,945
shares
|
$6.21 Million
2.03% of portfolio
|
Q2 2022
Added 6.47%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
87,567
shares
|
$6.18 Million
0.71% of portfolio
|
Q3 2024
Added 2.28%
|
|
|
Insight 2811, Inc.
Chicago, IL |
Nov 06, 2024 Q3 2024 |
87,395
shares
|
$6.17 Million
3.43% of portfolio
|
Q3 2024
Reduced 3.95%
|
|
|
Planned Solutions, Inc.
|
Oct 08, 2024 Q3 2024 |
87,292
shares
|
$6.16 Million
2.78% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Nov 12, 2024 Q3 2024 |
87,176
shares
|
$6.15 Million
0.04% of portfolio
|
Q3 2024
Reduced 1.9%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
86,595
shares
|
$6.11 Million
0.17% of portfolio
|
Q4 2023
Added 2.45%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Oct 15, 2024 Q3 2024 |
86,284
shares
|
$6.09 Million
3.78% of portfolio
|
Q3 2024
Added 28.97%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
86,181
shares
|
$6.08 Million
0.8% of portfolio
|
Q3 2024
Added 1.68%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 15, 2023 Q1 2023 |
85,179
shares
|
$6.01 Million
1.13% of portfolio
|
Q1 2023
Added 32.24%
|
|
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
Oct 07, 2024 Q3 2024 |
85,014
shares
|
$6 Million
5.85% of portfolio
|
Q3 2024
Reduced 1.18%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
84,590
shares
|
$5.97 Million
3.41% of portfolio
|
Q2 2023
Added 0.42%
|
|
|
Paladin Advisory Group, LLC
|
Nov 05, 2024 Q3 2024 |
84,566
shares
|
$5.97 Million
4.9% of portfolio
|
Q3 2024
Added 4.06%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
83,697
shares
|
$5.91 Million
1.21% of portfolio
|
Q3 2024
Added 23.69%
|
|
|
King Wealth
Saratoga Springs, NY |
Nov 06, 2024 Q3 2024 |
83,236
shares
|
$5.87 Million
1.01% of portfolio
|
Q3 2024
Reduced 9.89%
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
83,125
shares
|
$5.87 Million
0.08% of portfolio
|
Q3 2024
Reduced 46.74%
|
|
|
Mayflower Financial Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
82,849
shares
|
$5.85 Million
1.03% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Transcend Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
82,799
shares
|
$5.84 Million
0.45% of portfolio
|
Q3 2024
Reduced 11.06%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
81,689
shares
|
$5.77 Million
0.17% of portfolio
|
Q3 2024
Added 13.37%
|
|
|
Leuthold Group, LLC
|
Oct 24, 2024 Q3 2024 |
81,228
shares
|
$5.73 Million
0.72% of portfolio
|
Q3 2024
Reduced 1.24%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
80,885
shares
|
$5.71 Million
0.07% of portfolio
|
Q2 2024
Reduced 1.45%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
79,974
shares
|
$5.64 Million
0.18% of portfolio
|
Q3 2024
Added 90.54%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
79,912
shares
|
$5.64 Million
0.18% of portfolio
|
Q4 2023
Added 6.49%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Oct 17, 2024 Q3 2024 |
79,712
shares
|
$5.63 Million
0.95% of portfolio
|
Q2 2024
Added 12.29%
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
79,615
shares
|
$5.62 Million
0.26% of portfolio
|
Q3 2022
Added 31.55%
|