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 $100 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Callan Family Office, LLC
Radnor, PA |
Oct 07, 2024 Q3 2024 |
771,459
shares
|
$54.2 Million
10.12% of portfolio
|
Q3 2024
Added 6.46%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
769,086
shares
|
$54.1 Million
0.71% of portfolio
|
Q3 2024
Added 1.45%
|
|
|
Amg National Trust Bank
|
Nov 07, 2024 Q3 2024 |
753,338
shares
|
$53 Million
1.59% of portfolio
|
Q3 2024
Reduced 4.29%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
748,212
shares
|
$52.6 Million
3.87% of portfolio
|
Q4 2023
Reduced 1.64%
|
|
|
New York Life Investment Management LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
748,185
shares
|
$52.6 Million
0.61% of portfolio
|
Q3 2024
Reduced 11.49%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
725,682
shares
|
$51 Million
0.9% of portfolio
|
Q3 2024
Reduced 1.06%
|
|
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
Oct 17, 2024 Q3 2024 |
720,178
shares
|
$50.6 Million
2.56% of portfolio
|
Q3 2024
Added 16.53%
|
|
|
Diversified Trust CO
|
Oct 07, 2024 Q3 2024 |
719,885
shares
|
$50.6 Million
1.72% of portfolio
|
Q3 2024
Reduced 8.98%
|
|
|
Facet Wealth, Inc.
|
Nov 04, 2024 Q3 2024 |
718,105
shares
|
$50.5 Million
1.55% of portfolio
|
Q3 2024
Added 7.63%
|
|
|
Orgel Wealth Management, LLC
|
Oct 17, 2024 Q3 2024 |
712,154
shares
|
$50.1 Million
1.44% of portfolio
|
Q3 2024
Added 0.66%
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
Nov 13, 2024 Q3 2024 |
711,338
shares
|
$50 Million
1.3% of portfolio
|
Q3 2024
Reduced 66.69%
|
|
|
Wedmont Private Capital
|
Oct 08, 2024 Q3 2024 |
703,800
shares
|
$49.5 Million
3.15% of portfolio
|
Q3 2024
Added 10.78%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
697,762
shares
|
$49 Million
0.7% of portfolio
|
Q3 2024
Added 3.29%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
697,043
shares
|
$49 Million
0.31% of portfolio
|
Q3 2024
Reduced 1.5%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
696,383
shares
|
$48.9 Million
0.58% of portfolio
|
Q3 2024
Added 2.34%
|
|
|
Compton Financial Group, LLC
|
Oct 16, 2024 Q3 2024 |
694,052
shares
|
$48.8 Million
16.37% of portfolio
|
Q3 2024
Added 4.38%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
688,137
shares
|
$48.4 Million
0.5% of portfolio
|
Q3 2024
Added 34.3%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Oct 28, 2024 Q3 2024 |
684,939
shares
|
$48.1 Million
6.47% of portfolio
|
Q3 2024
Added 0.89%
|
|
|
Dan L Duncan Foundation
Houston, TX |
Nov 14, 2024 Q3 2024 |
671,206
shares
|
$47.2 Million
75.77% of portfolio
|
Q2 2024
Added 1.82%
|
|
|
Conservest Capital Advisors, Inc.
|
Oct 29, 2024 Q3 2024 |
665,917
shares
|
$46.8 Million
5.01% of portfolio
|
Q3 2024
Added 8.05%
|
|
|
True Link Financial Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
660,013
shares
|
$46.4 Million
4.38% of portfolio
|
Q3 2024
Added 7.58%
|
|
|
Roth Financial Partners LLC
|
Oct 11, 2024 Q3 2024 |
658,693
shares
|
$46.3 Million
20.95% of portfolio
|
Q2 2024
Added 3.16%
|
|
|
Cambridge Associates LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
648,601
shares
|
$45.6 Million
1.9% of portfolio
|
Q3 2024
Added 23.13%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
647,412
shares
|
$45.5 Million
0.1% of portfolio
|
Q3 2024
Reduced 13.36%
|
|
|
Valeo Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
642,241
shares
|
$45.1 Million
1.31% of portfolio
|
Q3 2024
Added 7.26%
|