Institutional Ownership Ishares Tr (IEFA)
This table provides information about the institutional ownership of Ishares Tr (IEFA). We have compiled data on the 2,355 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 $135 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
596,246
shares
|
$51.8 Million
4.0% of portfolio
|
Q1 2025
Reduced 0.78%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
587,420
shares
|
$51.1 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
|
$51 Million
1.08% of portfolio
|
Q1 2024
Added 38.81%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Aug 14, 2025 Q2 2025 |
582,368
shares
|
$50.6 Million
4.75% of portfolio
|
Q2 2025
Added 11.21%
|
|
|
Revolve Wealth Partners, LLC
|
Jul 28, 2025 Q2 2025 |
580,816
shares
|
$50.5 Million
6.55% of portfolio
|
Q2 2025
Reduced 1.92%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Aug 07, 2025 Q2 2025 |
579,347
shares
|
$50.4 Million
3.24% of portfolio
|
Q2 2025
Reduced 2.52%
|
|
|
Leverty Financial Group, LLC
|
Jul 17, 2025 Q2 2025 |
578,398
shares
|
$50.3 Million
18.27% of portfolio
|
Q2 2025
Added 10412.5%
|
|
|
Rmr Wealth Builders
|
Jul 08, 2025 Q2 2025 |
576,384
shares
|
$50.1 Million
4.45% of portfolio
|
Q2 2025
Added 5.45%
|
|
|
Waddell & Associates, LLC
|
Aug 12, 2025 Q2 2025 |
575,695
shares
|
$50.1 Million
5.18% of portfolio
|
Q2 2025
Added 1.62%
|
|
|
Mason Street Advisors, LLC
Milwaukee, WI |
Aug 08, 2025 Q2 2025 |
571,900
shares
|
$49.7 Million
5.59% of portfolio
|
Q2 2025
Reduced 36.44%
|
|
|
Ironwood Wealth Management, Llc.
|
Aug 06, 2025 Q2 2025 |
571,299
shares
|
$49.7 Million
17.6% of portfolio
|
Q2 2025
Reduced 18.71%
|
|
|
Lbmc Investment Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
565,130
shares
|
$49.1 Million
3.42% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Jul 30, 2025 Q2 2025 |
563,275
shares
|
$49 Million
2.52% of portfolio
|
Q2 2025
Added 2.19%
|
|
|
Regis Acquisition Inc.
Denver, CO |
Aug 14, 2024 Q2 2024 |
560,639
shares
|
$48.8 Million
24.83% of portfolio
|
Q2 2024
Reduced 2.34%
|
|
|
Bank Of Hawaii
Honolulu, HI |
Aug 14, 2025 Q2 2025 |
560,227
shares
|
$48.7 Million
2.49% of portfolio
|
Q4 2024
Added 4.91%
|
|
|
Cambridge Associates LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
558,980
shares
|
$48.6 Million
1.02% of portfolio
|
Q2 2025
Reduced 6.55%
|
|
|
Fusion Family Wealth LLC
|
Jul 30, 2025 Q2 2025 |
558,726
shares
|
$48.6 Million
3.97% of portfolio
|
Q2 2025
Added 5.19%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
556,200
shares
|
$48.4 Million
5.07% of portfolio
|
Q2 2025
Added 6.78%
|
|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
555,128
shares
|
$48.3 Million
0.06% of portfolio
|
Q2 2025
Added 31.36%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jul 30, 2025 Q2 2025 |
548,516
shares
|
$47.7 Million
1.16% of portfolio
|
Q2 2025
Added 537.34%
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
Aug 13, 2025 Q2 2025 |
545,449
shares
|
$47.4 Million
0.06% of portfolio
|
Q2 2025
Added 165.73%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
544,337
shares
|
$47.3 Million
0.02% of portfolio
|
Q2 2025
Reduced 11.45%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
542,767
shares
|
$47.2 Million
0.43% of portfolio
|
Q2 2025
Reduced 30.08%
|
|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
536,826
shares
|
$46.7 Million
1.01% of portfolio
|
Q4 2022
New holding
|
|
|
Wescott Financial Advisory Group, LLC
|
Aug 11, 2025 Q2 2025 |
529,251
shares
|
$46 Million
4.74% of portfolio
|
Q2 2025
Reduced 0.83%
|