Institutional Ownership Ishares Tr (IEFA)
This table provides information about the institutional ownership of Ishares Tr (IEFA). We have compiled data on the 2,295 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 $132 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
394,744
shares
|
$33.7 Million
0.8% of portfolio
|
Q1 2025
Added 44.19%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
389,575
shares
|
$33.3 Million
0.3% of portfolio
|
Q2 2025
Added 32.08%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
May 09, 2025 Q1 2025 |
386,798
shares
|
$33 Million
8.85% of portfolio
|
Q1 2025
Added 1.73%
|
|
|
Empire Life Investments Inc.
|
May 09, 2025 Q1 2025 |
385,469
shares
|
$32.9 Million
1.96% of portfolio
|
Q1 2025
Added 5.86%
|
|
|
Community Bank, N.A.
|
Apr 21, 2025 Q1 2025 |
380,283
shares
|
$32.5 Million
3.92% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Tarbox Family Office, Inc.
|
May 08, 2025 Q1 2025 |
379,275
shares
|
$32.4 Million
4.78% of portfolio
|
Q1 2025
Reduced 0.94%
|
|
|
Archford Capital Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
377,011
shares
|
$32.2 Million
4.39% of portfolio
|
Q2 2025
Added 0.46%
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
May 13, 2025 Q1 2025 |
374,410
shares
|
$32 Million
0.17% of portfolio
|
Q1 2025
Reduced 60.09%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
373,546
shares
|
$31.9 Million
0.45% of portfolio
|
Q1 2025
Reduced 10.58%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
369,786
shares
|
$31.6 Million
0.06% of portfolio
|
Q1 2025
Reduced 12.06%
|
|
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
May 07, 2025 Q1 2025 |
369,659
shares
|
$31.6 Million
8.26% of portfolio
|
Q1 2025
Added 14.85%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
369,596
shares
|
$31.6 Million
0.83% of portfolio
|
Q2 2025
Added 4.77%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
369,344
shares
|
$31.5 Million
0.35% of portfolio
|
Q1 2025
Reduced 24.64%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
362,679
shares
|
$31 Million
0.99% of portfolio
|
Q2 2025
Added 26.85%
|
|
|
University Of Massachusetts Foundation, Inc.
Boston, MA |
May 13, 2025 Q1 2025 |
359,506
shares
|
$30.7 Million
15.27% of portfolio
|
Q1 2023
Added 27.03%
|
|
|
Cbm Financial, LLC
Austin, TX |
May 20, 2025 Q1 2025 |
359,171
shares
|
$30.7 Million
23.62% of portfolio
|
Q1 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
358,276
shares
|
$30.6 Million
0.6% of portfolio
|
Q2 2025
Added 14.48%
|
|
|
Tennessee Valley Asset Management Partners
|
Apr 18, 2025 Q1 2025 |
358,214
shares
|
$30.6 Million
4.49% of portfolio
|
Q1 2025
Added 11.0%
|
|
|
New England Asset Management Inc
Farmington, CT |
May 15, 2025 Q1 2025 |
358,100
shares
|
$30.6 Million
4.67% of portfolio
|
Q1 2025
Added 4.46%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
356,713
shares
|
$30.5 Million
0.47% of portfolio
|
Q1 2025
Added 8.46%
|
|
|
Berkshire Bank
|
Jul 09, 2025 Q2 2025 |
354,248
shares
|
$30.3 Million
6.91% of portfolio
|
Q2 2025
Added 1.69%
|
|
|
Opus Capital Group, LLC
|
Apr 30, 2025 Q1 2025 |
353,993
shares
|
$30.2 Million
3.45% of portfolio
|
Q1 2025
Reduced 4.58%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
353,123
shares
|
$30.2 Million
0.88% of portfolio
|
Q1 2025
Added 13.87%
|
|
|
Montis Financial, LLC
|
Jul 17, 2025 Q2 2025 |
352,924
shares
|
$30.1 Million
8.25% of portfolio
|
Q2 2025
Reduced 0.74%
|
|
|
Bull Oak Capital, LLC
San Diego, CA |
Apr 30, 2025 Q1 2025 |
349,975
shares
|
$29.9 Million
14.95% of portfolio
|
Q1 2025
Added 8.25%
|