Institutional Ownership Ishares Tr (IEFA)
This table provides information about the institutional ownership of Ishares Tr (IEFA). We have compiled data on the 2,258 institutions that hold shares in the stock, with a total of 1.54 Billion shares, which have been reported (via 13F filing form) to have a value of $127 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
748,212
shares
|
$60.1 Million
3.87% of portfolio
|
Q4 2023
Reduced 1.64%
|
|
|
Amg National Trust Bank
|
May 05, 2025 Q1 2025 |
746,275
shares
|
$60 Million
1.58% of portfolio
|
Q1 2025
Reduced 4.06%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
740,739
shares
|
$59.5 Million
0.89% of portfolio
|
Q1 2025
Reduced 0.6%
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
737,140
shares
|
$59.3 Million
2.32% of portfolio
|
Q1 2025
Reduced 13.44%
|
|
|
Orgel Wealth Management, LLC
|
Apr 15, 2025 Q1 2025 |
733,931
shares
|
$59 Million
1.55% of portfolio
|
Q1 2025
Reduced 0.21%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
May 13, 2025 Q1 2025 |
722,386
shares
|
$58.1 Million
5.6% of portfolio
|
Q1 2025
Reduced 3.64%
|
|
|
Ironwood Wealth Management, Llc.
|
Apr 25, 2025 Q1 2025 |
702,759
shares
|
$56.5 Million
16.35% of portfolio
|
Q1 2025
Added 1.2%
|
|
|
Aspiriant, LLC
|
Apr 21, 2025 Q1 2025 |
699,254
shares
|
$56.2 Million
1.85% of portfolio
|
Q1 2025
Added 17.26%
|
|
|
Klingman & Associates, LLC
|
May 12, 2025 Q1 2025 |
698,801
shares
|
$56.2 Million
3.24% of portfolio
|
Q1 2025
Added 6.5%
|
|
|
Southern Farm Bureau Life Insurance
|
May 15, 2025 Q1 2025 |
685,189
shares
|
$55.1 Million
7.6% of portfolio
|
Q1 2025
Added 23.08%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
676,722
shares
|
$54.4 Million
1.06% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Dan L Duncan Foundation
Houston, TX |
Nov 14, 2024 Q3 2024 |
671,206
shares
|
$54 Million
75.77% of portfolio
|
Q2 2024
Added 1.82%
|
|
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
Apr 23, 2025 Q1 2025 |
668,446
shares
|
$53.7 Million
22.2% of portfolio
|
Q1 2025
Reduced 17.04%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
642,495
shares
|
$51.6 Million
0.25% of portfolio
|
Q1 2025
Reduced 13.08%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
May 15, 2025 Q1 2025 |
635,306
shares
|
$51.1 Million
6.91% of portfolio
|
Q1 2025
New holding
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
634,279
shares
|
$51 Million
0.15% of portfolio
|
Q1 2025
Added 2.09%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
625,076
shares
|
$50.2 Million
0.59% of portfolio
|
Q1 2025
Reduced 10.67%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
623,967
shares
|
$50.2 Million
5.36% of portfolio
|
Q2 2024
Reduced 0.08%
|
|
|
Ledyard National Bank
|
Apr 22, 2025 Q1 2025 |
619,254
shares
|
$49.8 Million
4.74% of portfolio
|
Q1 2025
Reduced 0.52%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
614,731
shares
|
$49.4 Million
0.02% of portfolio
|
Q1 2025
Added 15.22%
|
|
|
Brickley Wealth Management
|
Apr 29, 2025 Q1 2025 |
608,762
shares
|
$48.9 Million
9.56% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Apr 18, 2025 Q1 2025 |
607,864
shares
|
$48.9 Million
5.53% of portfolio
|
Q1 2025
Reduced 11.48%
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
607,163
shares
|
$48.8 Million
0.28% of portfolio
|
Q1 2025
Added 7.36%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
602,494
shares
|
$48.4 Million
0.62% of portfolio
|
Q1 2025
Added 0.8%
|
|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
Feb 18, 2025 Q4 2024 |
600,693
shares
|
$48.3 Million
4.0% of portfolio
|
Q3 2024
Added 1.63%
|