Institutional Ownership Ishares Tr (IEFA)
This table provides information about the institutional ownership of Ishares Tr (IEFA). We have compiled data on the 2,174 institutions that hold shares in the stock, with a total of 1.51 Billion shares, which have been reported (via 13F filing form) to have a value of $116 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Archetype Wealth Partners
Houston, TX |
Feb 14, 2025 Q4 2024 |
827,295
shares
|
$63.2 Million
8.47% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Feb 14, 2025 Q4 2024 |
826,493
shares
|
$63.1 Million
0.57% of portfolio
|
Q4 2024
Added 18.68%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
820,083
shares
|
$62.7 Million
0.06% of portfolio
|
Q3 2022
Reduced 0.51%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jan 07, 2025 Q4 2024 |
818,296
shares
|
$62.5 Million
5.4% of portfolio
|
Q4 2024
Added 4.17%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
815,252
shares
|
$62.3 Million
1.2% of portfolio
|
Q3 2022
Added 77.35%
|
|
|
Intrust Bank Na
Wichita, KS |
Feb 12, 2025 Q4 2024 |
812,395
shares
|
$62.1 Million
5.84% of portfolio
|
Q4 2024
Added 1.3%
|
|
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
Jan 17, 2025 Q4 2024 |
805,772
shares
|
$61.6 Million
20.62% of portfolio
|
Q4 2024
Added 1.25%
|
|
|
Bailard, Inc.
|
Feb 05, 2025 Q4 2024 |
800,502
shares
|
$61.2 Million
1.47% of portfolio
|
Q4 2024
Reduced 0.51%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
781,251
shares
|
$59.7 Million
0.66% of portfolio
|
Q4 2024
Added 1.58%
|
|
|
Cabot Wellington, LLC
Boston, MA |
Jan 28, 2025 Q4 2024 |
779,286
shares
|
$59.5 Million
20.81% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
Jan 14, 2025 Q4 2024 |
779,239
shares
|
$59.5 Million
2.53% of portfolio
|
Q4 2024
Added 8.2%
|
|
|
Amg National Trust Bank
|
Feb 06, 2025 Q4 2024 |
777,876
shares
|
$59.4 Million
1.51% of portfolio
|
Q4 2024
Added 3.26%
|
|
|
New York Life Investment Management LLC
New York, NY |
Feb 04, 2025 Q4 2024 |
774,147
shares
|
$59.1 Million
0.56% of portfolio
|
Q4 2024
Added 3.47%
|
|
|
Facet Wealth, Inc.
|
Feb 10, 2025 Q4 2024 |
756,086
shares
|
$57.8 Million
1.44% of portfolio
|
Q4 2024
Added 5.29%
|
|
|
Diversified Trust CO
|
Jan 07, 2025 Q4 2024 |
754,986
shares
|
$57.7 Million
1.61% of portfolio
|
Q4 2024
Added 4.88%
|
|
|
True Link Financial Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
753,937
shares
|
$57.6 Million
4.45% of portfolio
|
Q4 2024
Added 14.23%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Feb 06, 2025 Q4 2024 |
753,425
shares
|
$57.6 Million
3.37% of portfolio
|
Q4 2024
Reduced 2.34%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Feb 14, 2025 Q4 2024 |
749,842
shares
|
$57.3 Million
7.51% of portfolio
|
Q4 2024
Added 19.44%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Feb 13, 2025 Q4 2024 |
749,709
shares
|
$57.3 Million
5.44% of portfolio
|
Q4 2024
Reduced 3.96%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
748,212
shares
|
$57.2 Million
3.87% of portfolio
|
Q4 2023
Reduced 1.64%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
745,173
shares
|
$56.9 Million
0.81% of portfolio
|
Q4 2024
Added 2.69%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
739,167
shares
|
$56.5 Million
0.3% of portfolio
|
Q4 2024
Added 6.04%
|
|
|
Compton Financial Group, LLC
|
Jan 30, 2025 Q4 2024 |
739,149
shares
|
$56.5 Million
15.44% of portfolio
|
Q4 2024
Added 6.5%
|
|
|
Roth Financial Partners LLC
|
Jan 14, 2025 Q4 2024 |
736,086
shares
|
$56.2 Million
20.58% of portfolio
|
Q3 2024
Reduced 6.98%
|
|
|
Orgel Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
735,501
shares
|
$56.2 Million
1.4% of portfolio
|
Q4 2024
Added 3.28%
|