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 |
|---|---|---|---|---|---|
|
Elmwood Wealth Management, Inc.
|
Jul 25, 2025 Q2 2025 |
63,875
shares
|
$5.4 Million
2.34% of portfolio
|
Q2 2025
Added 2.35%
|
|
|
Napatree Capital LLC
Westerly, RI |
May 02, 2025 Q1 2025 |
63,320
shares
|
$5.35 Million
2.69% of portfolio
|
Q1 2025
Added 237.4%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jul 09, 2025 Q2 2025 |
63,308
shares
|
$5.35 Million
1.97% of portfolio
|
Q2 2025
Added 53.14%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Jul 23, 2025 Q2 2025 |
63,299
shares
|
$5.35 Million
0.36% of portfolio
|
Q2 2025
Added 11.35%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Aug 12, 2025 Q2 2025 |
63,277
shares
|
$5.35 Million
0.17% of portfolio
|
Q2 2025
Added 18.58%
|
|
|
Carrera Capital Advisors
Troy, MI |
Jul 31, 2025 Q2 2025 |
63,231
shares
|
$5.35 Million
1.06% of portfolio
|
Q2 2025
Added 1.69%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Aug 04, 2025 Q2 2025 |
63,040
shares
|
$5.33 Million
0.77% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
62,831
shares
|
$5.31 Million
0.41% of portfolio
|
Q2 2025
Reduced 0.72%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Aug 11, 2025 Q2 2025 |
62,600
shares
|
$5.29 Million
2.5% of portfolio
|
Q2 2025
Added 16.65%
|
|
|
Seldon Capital LP
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
62,425
shares
|
$5.28 Million
3.02% of portfolio
|
Q4 2021
New holding
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
62,344
shares
|
$5.27 Million
0.13% of portfolio
|
Q2 2025
Reduced 6.25%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Aug 08, 2025 Q2 2025 |
62,283
shares
|
$5.27 Million
3.72% of portfolio
|
Q2 2025
Added 34.66%
|
|
|
Investment Partners, Ltd.
|
Aug 08, 2025 Q2 2025 |
62,251
shares
|
$5.26 Million
2.0% of portfolio
|
Q2 2025
Reduced 4.71%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jul 17, 2025 Q2 2025 |
62,062
shares
|
$5.25 Million
0.48% of portfolio
|
Q2 2025
Reduced 1.22%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
May 14, 2025 Q1 2025 |
61,452
shares
|
$5.2 Million
1.28% of portfolio
|
Q1 2025
Added 25.7%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
61,407
shares
|
$5.19 Million
0.3% of portfolio
|
Q3 2023
New holding
|
|
|
Legacy Financial Advisors, Inc.
|
Aug 07, 2025 Q2 2025 |
61,347
shares
|
$5.19 Million
0.97% of portfolio
|
Q2 2025
Reduced 5.53%
|
|
|
First United Bank & Trust
|
Jul 18, 2025 Q2 2025 |
61,146
shares
|
$5.17 Million
1.85% of portfolio
|
Q2 2025
Added 17.31%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Aug 14, 2025 Q2 2025 |
60,996
shares
|
$5.16 Million
0.3% of portfolio
|
Q2 2025
Added 1.2%
|
|
|
Ellevest, Inc.
|
Aug 05, 2025 Q2 2025 |
60,917
shares
|
$5.15 Million
0.84% of portfolio
|
Q2 2025
Reduced 4.18%
|
|
|
Cahaba Wealth Management, Inc.
|
Jul 16, 2025 Q2 2025 |
60,688
shares
|
$5.13 Million
0.4% of portfolio
|
Q2 2025
Reduced 2.79%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Aug 01, 2025 Q2 2025 |
60,506
shares
|
$5.12 Million
0.78% of portfolio
|
Q2 2025
Added 50.27%
|
|
|
Spinnaker Trust
|
Aug 04, 2025 Q2 2025 |
60,409
shares
|
$5.11 Million
0.31% of portfolio
|
Q1 2025
Reduced 19.22%
|
|
|
Jgp Wealth Management, LLC
|
Jul 28, 2025 Q2 2025 |
60,124
shares
|
$5.08 Million
0.62% of portfolio
|
Q2 2025
Added 2.63%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
59,725
shares
|
$5.05 Million
0.12% of portfolio
|
Q2 2025
Reduced 22.28%
|