Institutional Ownership Ishares Tr (IEFA)
This table provides information about the institutional ownership of Ishares Tr (IEFA). We have compiled data on the 2,164 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 $119 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Disciplina Capital Management LLC
Nashville, TN |
Feb 12, 2025 Q4 2024 |
534,250
shares
|
$42 Million
6.33% of portfolio
|
Q4 2024
Reduced 2.99%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
533,545
shares
|
$42 Million
0.02% of portfolio
|
Q4 2024
Added 10.12%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
532,295
shares
|
$41.9 Million
0.17% of portfolio
|
Q4 2024
Reduced 33.92%
|
|
|
Northwest Quadrant Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
531,557
shares
|
$41.8 Million
8.5% of portfolio
|
Q4 2024
Reduced 3.11%
|
|
|
Venture Visionary Partners LLC
|
Feb 12, 2025 Q4 2024 |
531,130
shares
|
$41.8 Million
1.17% of portfolio
|
Q4 2024
Added 103.67%
|
|
|
Financial Counselors Inc
|
Feb 11, 2025 Q4 2024 |
523,996
shares
|
$41.2 Million
0.54% of portfolio
|
Q4 2024
Added 14.79%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
518,567
shares
|
$40.8 Million
0.21% of portfolio
|
Q2 2023
Reduced 2.77%
|
|
|
Grimes & Company, Inc.
|
Jan 21, 2025 Q4 2024 |
509,777
shares
|
$40.1 Million
1.04% of portfolio
|
Q4 2024
Reduced 86.67%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Feb 13, 2025 Q4 2024 |
508,555
shares
|
$40 Million
4.72% of portfolio
|
Q4 2024
Reduced 2.33%
|
|
|
I A Global Asset Management Inc.
Quebec, A8 |
Feb 11, 2025 Q4 2024 |
501,651
shares
|
$39.5 Million
0.62% of portfolio
|
Q4 2024
Reduced 4.26%
|
|
|
Brown Advisory Inc
|
Feb 14, 2025 Q4 2024 |
501,129
shares
|
$39.4 Million
0.05% of portfolio
|
Q4 2024
Added 3.61%
|
|
|
Jordan Park Group LLC
|
Feb 03, 2025 Q4 2024 |
498,960
shares
|
$39.2 Million
2.58% of portfolio
|
Q4 2024
Added 4.05%
|
|
|
Conrad Siegel Investment Advisors, Inc.
|
Jan 13, 2025 Q4 2024 |
498,648
shares
|
$39.2 Million
9.44% of portfolio
|
Q4 2024
Added 1.97%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
498,219
shares
|
$39.2 Million
0.39% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Jan 29, 2025 Q4 2024 |
496,671
shares
|
$39.1 Million
6.56% of portfolio
|
Q4 2024
Added 6.74%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
495,218
shares
|
$38.9 Million
1.64% of portfolio
|
Q4 2024
Reduced 2.65%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
490,137
shares
|
$38.5 Million
0.39% of portfolio
|
Q4 2024
Added 15.7%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Jan 22, 2025 Q4 2024 |
486,901
shares
|
$38.3 Million
3.64% of portfolio
|
Q4 2024
Added 4.63%
|
|
|
Drw Securities, L.L.C.
Chicago, IL |
Nov 14, 2022 Q3 2022 |
483,728
shares
|
$38 Million
0.54% of portfolio
|
Q3 2022
New holding
|
|
|
Valley Forge Investment Consultants Inc Adv
|
Feb 12, 2025 Q4 2024 |
482,595
shares
|
$38 Million
11.69% of portfolio
|
Q4 2024
Added 7.94%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
481,958
shares
|
$37.9 Million
3.26% of portfolio
|
Q2 2023
Added 1.57%
|
|
|
Fusion Family Wealth LLC
|
Jan 27, 2025 Q4 2024 |
481,193
shares
|
$37.8 Million
3.1% of portfolio
|
Q4 2024
Reduced 0.75%
|
|
|
Crewe Advisors LLC
|
Jan 27, 2025 Q4 2024 |
480,786
shares
|
$37.8 Million
4.77% of portfolio
|
Q4 2024
Added 148.97%
|
|
|
Coldstream Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
480,585
shares
|
$37.8 Million
0.73% of portfolio
|
Q4 2024
Added 16.12%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Feb 11, 2025 Q4 2024 |
477,187
shares
|
$37.5 Million
0.83% of portfolio
|
Q4 2024
Added 5.38%
|