Institutional Ownership Ishares Tr (IEFA)
This table provides information about the institutional ownership of Ishares Tr (IEFA). We have compiled data on the 2,340 institutions that hold shares in the stock, with a total of 1.56 Billion shares, which have been reported (via 13F filing form) to have a value of $132 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Roth Financial Partners LLC
|
Jul 09, 2025 Q2 2025 |
748,859
shares
|
$63.3 Million
22.61% of portfolio
|
Q2 2025
Reduced 0.65%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
748,212
shares
|
$63.3 Million
3.87% of portfolio
|
Q4 2023
Reduced 1.64%
|
|
|
Klingman & Associates, LLC
|
Jul 30, 2025 Q2 2025 |
745,623
shares
|
$63.1 Million
3.45% of portfolio
|
Q2 2025
Added 6.7%
|
|
|
Orgel Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
730,380
shares
|
$61.8 Million
1.55% of portfolio
|
Q2 2025
Reduced 0.48%
|
|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
727,675
shares
|
$61.5 Million
1.07% of portfolio
|
Q2 2025
Added 34.85%
|
|
|
Colony Family Offices, LLC
|
Jul 23, 2025 Q2 2025 |
721,829
shares
|
$61 Million
17.0% of portfolio
|
Q2 2025
Added 25.17%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
696,657
shares
|
$58.9 Million
0.7% of portfolio
|
Q2 2025
Reduced 23.82%
|
|
|
Southern Farm Bureau Life Insurance
|
Jul 30, 2025 Q2 2025 |
685,189
shares
|
$57.9 Million
7.31% of portfolio
|
Q1 2025
Added 23.08%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
682,883
shares
|
$57.8 Million
0.78% of portfolio
|
Q2 2025
Reduced 18.69%
|
|
|
Dan L Duncan Foundation
Houston, TX |
Nov 14, 2024 Q3 2024 |
671,206
shares
|
$56.8 Million
75.77% of portfolio
|
Q2 2024
Added 1.82%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
670,251
shares
|
$56.7 Million
0.16% of portfolio
|
Q2 2025
Added 5.67%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Jul 28, 2025 Q2 2025 |
664,318
shares
|
$56.2 Million
7.36% of portfolio
|
Q2 2025
Added 4.57%
|
|
|
Parkside Investments, LLC
|
Jul 18, 2025 Q2 2025 |
646,866
shares
|
$54.7 Million
7.69% of portfolio
|
Q2 2025
Added 34.77%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
643,134
shares
|
$54.4 Million
0.31% of portfolio
|
Q2 2025
Added 5.92%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
642,495
shares
|
$54.3 Million
0.25% of portfolio
|
Q1 2025
Reduced 13.08%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Aug 13, 2025 Q2 2025 |
635,250
shares
|
$53.7 Million
5.89% of portfolio
|
Q2 2025
Added 4.51%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
625,076
shares
|
$52.9 Million
0.59% of portfolio
|
Q1 2025
Reduced 10.67%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
624,071
shares
|
$52.8 Million
0.66% of portfolio
|
Q2 2025
Added 3.58%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
623,967
shares
|
$52.8 Million
5.36% of portfolio
|
Q2 2024
Reduced 0.08%
|
|
|
Midwest Trust CO
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
622,596
shares
|
$52.7 Million
0.72% of portfolio
|
Q2 2025
New holding
|
|
|
Fairway Wealth LLC
Independence, OH |
Jul 29, 2025 Q2 2025 |
610,255
shares
|
$51.6 Million
5.05% of portfolio
|
Q2 2025
Added 235.76%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
607,789
shares
|
$51.4 Million
0.95% of portfolio
|
Q2 2025
Reduced 10.19%
|
|
|
Brickley Wealth Management
|
Aug 07, 2025 Q2 2025 |
607,723
shares
|
$51.4 Million
9.93% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Aug 11, 2025 Q2 2025 |
606,545
shares
|
$51.3 Million
5.43% of portfolio
|
Q2 2025
Added 4.9%
|
|
|
Ledyard National Bank
|
Aug 04, 2025 Q2 2025 |
605,754
shares
|
$51.2 Million
4.89% of portfolio
|
Q2 2025
Reduced 2.18%
|