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 |
---|---|---|---|---|---|
Resources Investment Advisors, Llc.
Overland Park, KS |
May 10, 2024 Q1 2024 |
710,061
shares
|
$53.6 Million
0.85% of portfolio
|
Q1 2024
Added 4.23%
|
|
Integrated Wealth Concepts LLC
|
May 15, 2024 Q1 2024 |
690,779
shares
|
$52.1 Million
0.77% of portfolio
|
Q1 2024
Added 1.36%
|
|
Facet Wealth, Inc.
|
May 07, 2024 Q1 2024 |
689,994
shares
|
$52.1 Million
1.71% of portfolio
|
Q1 2024
Added 4.39%
|
|
Conservest Capital Advisors, Inc.
|
May 02, 2024 Q1 2024 |
668,990
shares
|
$50.5 Million
5.07% of portfolio
|
Q1 2024
Reduced 2.2%
|
|
Dan L Duncan Foundation
Houston, TX |
May 15, 2024 Q1 2024 |
659,233
shares
|
$49.7 Million
73.37% of portfolio
|
Q4 2023
Reduced 2.75%
|
|
Kestra Advisory Services, LLC
|
May 15, 2024 Q1 2024 |
653,739
shares
|
$49.3 Million
0.34% of portfolio
|
Q1 2024
Added 16.92%
|
|
Compton Financial Group, LLC
|
Apr 18, 2024 Q1 2024 |
650,996
shares
|
$49.1 Million
16.25% of portfolio
|
Q1 2024
Added 1.4%
|
|
Wedmont Private Capital
|
Apr 10, 2024 Q1 2024 |
640,200
shares
|
$48.3 Million
3.51% of portfolio
|
Q1 2024
Reduced 0.01%
|
|
Roth Financial Partners LLC
|
Apr 12, 2024 Q1 2024 |
638,494
shares
|
$48.2 Million
20.99% of portfolio
|
Q1 2024
Added 11.32%
|
|
Amg National Trust Bank
|
May 06, 2024 Q1 2024 |
633,030
shares
|
$47.8 Million
1.37% of portfolio
|
Q1 2024
Added 13.46%
|
|
Institutional & Family Asset Management, LLC
|
May 08, 2024 Q1 2024 |
624,438
shares
|
$47.1 Million
5.62% of portfolio
|
Q1 2024
Reduced 1.55%
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Apr 22, 2024 Q1 2024 |
620,560
shares
|
$46.8 Million
6.06% of portfolio
|
Q1 2024
Added 1.59%
|
|
Acadian Asset Management LLC
Boston, MA |
May 10, 2024 Q1 2024 |
620,300
shares
|
$46.8 Million
0.16% of portfolio
|
Q1 2024
Reduced 27.8%
|
|
Ledyard National Bank
|
May 08, 2024 Q1 2024 |
620,092
shares
|
$46.8 Million
4.47% of portfolio
|
Q1 2024
Added 5.93%
|
|
Ironwood Wealth Management, Llc.
|
Apr 17, 2024 Q1 2024 |
617,408
shares
|
$46.6 Million
14.86% of portfolio
|
Q1 2024
Reduced 0.17%
|
|
Marcum Wealth, LLC
|
Apr 10, 2024 Q1 2024 |
616,410
shares
|
$46.5 Million
4.68% of portfolio
|
Q1 2024
Reduced 3.36%
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Apr 30, 2024 Q1 2024 |
613,478
shares
|
$46.3 Million
3.4% of portfolio
|
Q1 2024
Reduced 3.41%
|
|
Wilshire Advisors LLC
Santa Monica, CA |
May 15, 2024 Q1 2024 |
610,711
shares
|
$46.1 Million
22.55% of portfolio
|
Q1 2024
Reduced 2.49%
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2024 Q1 2024 |
610,526
shares
|
$46.1 Million
0.01% of portfolio
|
Q1 2024
New holding
|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
May 15, 2024 Q1 2024 |
599,580
shares
|
$45.2 Million
4.34% of portfolio
|
Q1 2024
Added 1.54%
|
|
Brickley Wealth Management
|
Apr 19, 2024 Q1 2024 |
593,997
shares
|
$44.8 Million
10.11% of portfolio
|
Q1 2024
Added 0.57%
|
|
True Link Financial Advisors, LLC
|
Apr 19, 2024 Q1 2024 |
591,957
shares
|
$44.7 Million
4.22% of portfolio
|
Q1 2024
Added 6.52%
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
587,420
shares
|
$44.3 Million
1.23% of portfolio
|
Q1 2024
Reduced 1.79%
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
586,451
shares
|
$44.2 Million
1.08% of portfolio
|
Q1 2024
Added 38.81%
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 15, 2024 Q1 2024 |
575,351
shares
|
$43.4 Million
3.41% of portfolio
|
Q1 2024
Added 1.8%
|