Institutional Ownership Ishares Tr (IEFA)
This table provides information about the institutional ownership of Ishares Tr (IEFA). We have compiled data on the 1,883 institutions that hold shares in the stock, with a total of 1.47 Billion shares, which have been reported (via 13F filing form) to have a value of $111 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Wealthquest Corp
Cincinnati, OH |
May 09, 2024 Q1 2024 |
1,145,838
shares
|
$86.5 Million
10.89% of portfolio
|
Q1 2024
Reduced 1.32%
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
May 09, 2024 Q1 2024 |
1,134,894
shares
|
$85.6 Million
1.3% of portfolio
|
Q1 2024
Added 2.75%
|
|
Gratus Capital LLC
|
May 13, 2024 Q1 2024 |
1,133,305
shares
|
$85.5 Million
4.0% of portfolio
|
Q1 2024
Added 3.93%
|
|
Regions Financial Corp
|
Apr 23, 2024 Q1 2024 |
1,130,828
shares
|
$85.3 Million
0.64% of portfolio
|
Q1 2024
Reduced 0.19%
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
1,118,535
shares
|
$84.4 Million
0.32% of portfolio
|
Q1 2024
Added 12.68%
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Apr 10, 2024 Q1 2024 |
1,117,422
shares
|
$84.3 Million
7.07% of portfolio
|
Q1 2024
Added 0.75%
|
|
Nottingham Advisors, Inc.
Amherst, NY |
May 14, 2024 Q1 2024 |
1,116,308
shares
|
$84.2 Million
10.35% of portfolio
|
Q1 2024
Reduced 12.74%
|
|
Mirae Asset Global Investments Co., Ltd.
|
May 01, 2024 Q1 2024 |
1,113,918
shares
|
$84 Million
0.15% of portfolio
|
Q1 2024
Reduced 33.61%
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
May 14, 2024 Q1 2024 |
1,106,401
shares
|
$83.5 Million
5.74% of portfolio
|
Q1 2024
Added 7.55%
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
1,104,545
shares
|
$83.3 Million
1.26% of portfolio
|
Q4 2023
Added 2.9%
|
|
Ritholtz Wealth Management
|
Apr 24, 2024 Q1 2024 |
1,095,474
shares
|
$82.7 Million
2.83% of portfolio
|
Q1 2024
Added 1.69%
|
|
Prudential Financial Inc
Newark, NJ |
May 14, 2024 Q1 2024 |
1,064,114
shares
|
$80.3 Million
0.11% of portfolio
|
Q1 2024
Reduced 7.15%
|
|
Rkl Wealth Management LLC
|
May 08, 2024 Q1 2024 |
1,064,093
shares
|
$80.3 Million
7.84% of portfolio
|
Q1 2024
Reduced 3.7%
|
|
Lockheed Martin Investment Management CO
Bethesda, MD |
May 13, 2024 Q1 2024 |
1,013,100
shares
|
$76.4 Million
5.24% of portfolio
|
Q3 2023
Reduced 1.94%
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Apr 25, 2024 Q1 2024 |
1,011,096
shares
|
$76.3 Million
11.23% of portfolio
|
Q1 2024
Added 4.45%
|
|
Janney Capital Management LLC
|
May 01, 2024 Q1 2024 |
1,003,529
shares
|
$75.7 Million
4.95% of portfolio
|
Q1 2024
Reduced 2.94%
|
|
Venturi Wealth Management, LLC
Austin, TX |
Apr 23, 2024 Q1 2024 |
960,534
shares
|
$72.5 Million
4.93% of portfolio
|
Q1 2024
Added 0.16%
|
|
Edge Capital Group, LLC
|
May 14, 2024 Q1 2024 |
954,439
shares
|
$72 Million
3.56% of portfolio
|
Q1 2024
Added 4.09%
|
|
Aaron Wealth Advisors LLC
|
Apr 25, 2024 Q1 2024 |
941,367
shares
|
$71 Million
10.07% of portfolio
|
Q1 2024
Reduced 3.78%
|
|
Spc Financial, Inc.
|
May 03, 2024 Q1 2024 |
889,962
shares
|
$67.1 Million
6.22% of portfolio
|
Q1 2024
Added 2.57%
|
|
Jabodon Pt CO
Reno, NV |
Apr 19, 2024 Q1 2024 |
884,020
shares
|
$66.7 Million
46.72% of portfolio
|
Q4 2023
New holding
|
|
Wealthspire Advisors, LLC
New York, NY |
May 06, 2024 Q1 2024 |
878,024
shares
|
$66.2 Million
0.87% of portfolio
|
Q1 2024
Reduced 3.9%
|
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
Apr 11, 2024 Q1 2024 |
876,853
shares
|
$66.2 Million
5.25% of portfolio
|
Q1 2024
Reduced 11.1%
|
|
Texas Capital Bank Wealth Management Services Inc
|
May 13, 2024 Q1 2024 |
867,006
shares
|
$65.4 Million
7.05% of portfolio
|
Q1 2024
Added 2.71%
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
858,103
shares
|
$64.7 Million
6.68% of portfolio
|
Q2 2023
Reduced 0.96%
|