Institutional Ownership Ishares Tr (IEFA)
This table provides information about the institutional ownership of Ishares Tr (IEFA). We have compiled data on the 2,292 institutions that hold shares in the stock, with a total of 1.55 Billion shares, which have been reported (via 13F filing form) to have a value of $129 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Apcm Wealth Management For Individuals
|
May 01, 2025 Q1 2025 |
452,052
shares
|
$38.6 Million
5.36% of portfolio
|
Q1 2025
Reduced 15.76%
|
|
|
Hancock Whitney Corp
|
May 15, 2025 Q1 2025 |
450,647
shares
|
$38.5 Million
1.14% of portfolio
|
Q1 2025
Added 23.82%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
445,808
shares
|
$38.1 Million
0.73% of portfolio
|
Q1 2025
Reduced 7.24%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
May 09, 2025 Q1 2025 |
445,157
shares
|
$38 Million
6.7% of portfolio
|
Q1 2025
Added 16.7%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jul 22, 2025 Q2 2025 |
444,834
shares
|
$38 Million
3.19% of portfolio
|
Q2 2025
Added 8.88%
|
|
|
Wilshire Advisors LLC
Santa Monica, CA |
May 29, 2025 Q1 2025 |
443,551
shares
|
$37.9 Million
11.73% of portfolio
|
Q1 2025
Reduced 46.41%
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
438,408
shares
|
$37.4 Million
7.83% of portfolio
|
Q1 2025
Added 9.56%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
435,491
shares
|
$37.2 Million
0.14% of portfolio
|
Q1 2025
Reduced 18.19%
|
|
|
Acropolis Investment Management, LLC
|
Jul 14, 2025 Q2 2025 |
430,338
shares
|
$36.8 Million
2.0% of portfolio
|
Q2 2025
Added 1.46%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
427,020
shares
|
$36.5 Million
5.55% of portfolio
|
Q4 2022
Reduced 19.7%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
427,020
shares
|
$36.5 Million
5.53% of portfolio
|
Q4 2022
New holding
|
|
|
Sterling Investment Advisors LLC
|
Jul 10, 2025 Q2 2025 |
424,089
shares
|
$36.2 Million
16.24% of portfolio
|
Q2 2025
Reduced 4.01%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
423,964
shares
|
$36.2 Million
0.73% of portfolio
|
Q3 2024
Added 7.54%
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
422,599
shares
|
$36.1 Million
0.05% of portfolio
|
Q1 2025
Reduced 15.67%
|
|
|
Crestwood Advisors Group LLC
|
May 05, 2025 Q1 2025 |
419,457
shares
|
$35.8 Million
0.63% of portfolio
|
Q1 2025
Reduced 10.23%
|
|
|
Condor Capital Management
Martinsville, NJ |
May 12, 2025 Q1 2025 |
419,403
shares
|
$35.8 Million
3.06% of portfolio
|
Q1 2025
Added 52.76%
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
May 01, 2025 Q1 2025 |
418,984
shares
|
$35.8 Million
4.73% of portfolio
|
Q1 2025
Added 37.84%
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
418,197
shares
|
$35.7 Million
0.45% of portfolio
|
Q1 2025
Added 6.54%
|
|
|
Fairhaven Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
417,732
shares
|
$35.7 Million
9.19% of portfolio
|
Q4 2024
Added 1.72%
|
|
|
Cranbrook Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
409,595
shares
|
$35 Million
7.31% of portfolio
|
Q2 2025
Reduced 2.44%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
403,840
shares
|
$34.5 Million
0.5% of portfolio
|
Q4 2022
Added 0.25%
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
400,314
shares
|
$34.2 Million
10.39% of portfolio
|
Q1 2023
Added 1.54%
|
|
|
Smith & Howard Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
399,839
shares
|
$34.2 Million
10.32% of portfolio
|
Q2 2025
Added 2.45%
|
|
|
Old National Bancorp
|
Jul 22, 2025 Q2 2025 |
398,183
shares
|
$34 Million
0.6% of portfolio
|
Q2 2025
Added 46.6%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
396,181
shares
|
$33.8 Million
0.12% of portfolio
|
Q1 2025
Added 10.03%
|