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 |
|---|---|---|---|---|---|
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
May 14, 2025 Q1 2025 |
1,857,834
shares
|
$149 Million
6.34% of portfolio
|
Q1 2025
Added 138.42%
|
|
|
Nuveen, LLC
Charlotte, NC |
May 12, 2025 Q1 2025 |
1,855,233
shares
|
$149 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
1,826,096
shares
|
$147 Million
7.85% of portfolio
|
Q1 2025
Reduced 0.41%
|
|
|
Connecticut Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
1,774,441
shares
|
$143 Million
7.05% of portfolio
|
Q1 2025
Added 5.48%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
1,764,904
shares
|
$142 Million
0.53% of portfolio
|
Q4 2022
Added 10834.29%
|
|
|
Heritage Wealth Advisors
|
May 08, 2025 Q1 2025 |
1,725,079
shares
|
$139 Million
6.82% of portfolio
|
Q1 2025
Reduced 0.44%
|
|
|
First Business Financial Services, Inc.
|
May 02, 2025 Q1 2025 |
1,710,950
shares
|
$138 Million
12.86% of portfolio
|
Q1 2025
Added 2.82%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
May 12, 2025 Q1 2025 |
1,626,609
shares
|
$131 Million
3.86% of portfolio
|
Q1 2025
Reduced 1.12%
|
|
|
Scs Capital Management LLC
Boston, MA |
May 19, 2025 Q1 2025 |
1,602,444
shares
|
$129 Million
1.55% of portfolio
|
Q1 2025
Added 723.82%
|
|
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
Apr 22, 2025 Q1 2025 |
1,600,017
shares
|
$129 Million
16.45% of portfolio
|
Q1 2025
New holding
|
|
|
Makena Capital Management LLC
Menlo Park, CA |
May 13, 2025 Q1 2025 |
1,536,041
shares
|
$123 Million
12.76% of portfolio
|
Q1 2025
Added 126.58%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
1,511,273
shares
|
$121 Million
0.27% of portfolio
|
Q1 2025
Added 0.6%
|
|
|
Cx Institutional
|
Apr 15, 2025 Q1 2025 |
1,491,967
shares
|
$120 Million
4.26% of portfolio
|
Q1 2025
Reduced 22.34%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
May 15, 2025 Q1 2025 |
1,477,876
shares
|
$119 Million
5.55% of portfolio
|
Q1 2025
Reduced 2.14%
|
|
|
Facet Wealth, Inc.
|
May 07, 2025 Q1 2025 |
1,474,408
shares
|
$119 Million
2.92% of portfolio
|
Q1 2025
Added 95.01%
|
|
|
Neuberger Berman Group LLC
New York, NY |
May 13, 2025 Q1 2025 |
1,460,327
shares
|
$117 Million
0.1% of portfolio
|
Q1 2025
Added 1.1%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
1,457,420
shares
|
$117 Million
5.52% of portfolio
|
Q3 2022
Added 2.95%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
1,437,549
shares
|
$116 Million
2.03% of portfolio
|
Q1 2025
Reduced 35.6%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
1,431,448
shares
|
$115 Million
0.26% of portfolio
|
Q4 2024
Added 47.19%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
1,411,891
shares
|
$113 Million
2.7% of portfolio
|
Q1 2025
Reduced 19.43%
|
|
|
Truepoint, Inc.
|
May 12, 2025 Q1 2025 |
1,402,360
shares
|
$113 Million
2.95% of portfolio
|
Q1 2025
Reduced 18.86%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Apr 01, 2025 Q1 2025 |
1,400,250
shares
|
$113 Million
10.47% of portfolio
|
Q1 2025
Added 9.67%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
1,400,119
shares
|
$113 Million
1.62% of portfolio
|
Q1 2025
Added 18.37%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
1,391,640
shares
|
$112 Million
0.18% of portfolio
|
Q1 2025
Reduced 1.89%
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
1,383,545
shares
|
$111 Million
1.84% of portfolio
|
Q1 2025
Added 8.86%
|