Institutional Ownership Ishares Tr (IEFA)
This table provides information about the institutional ownership of Ishares Tr (IEFA). We have compiled data on the 2,132 institutions that hold shares in the stock, with a total of 1.52 Billion shares, which have been reported (via 13F filing form) to have a value of $115 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fairhaven Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
417,732
shares
|
$31.7 Million
9.19% of portfolio
|
Q4 2024
Added 1.72%
|
|
|
Axiom Investors LLC
Greenwich, CT |
Feb 12, 2025 Q4 2024 |
413,500
shares
|
$31.4 Million
0.22% of portfolio
|
Q4 2024
Added 14.73%
|
|
|
Cutler Investment Counsel LLC
|
Jan 31, 2025 Q4 2024 |
406,202
shares
|
$30.9 Million
3.65% of portfolio
|
Q4 2024
Added 13.02%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
403,840
shares
|
$30.7 Million
0.5% of portfolio
|
Q4 2022
Added 0.25%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Feb 14, 2025 Q4 2024 |
402,979
shares
|
$30.6 Million
0.0% of portfolio
|
Q4 2024
Added 21.02%
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
400,314
shares
|
$30.4 Million
10.39% of portfolio
|
Q1 2023
Added 1.54%
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Jan 16, 2025 Q4 2024 |
400,145
shares
|
$30.4 Million
6.26% of portfolio
|
Q4 2024
Added 45.43%
|
|
|
Whittier Trust CO
|
Feb 11, 2025 Q4 2024 |
392,524
shares
|
$29.8 Million
0.37% of portfolio
|
Q4 2024
Reduced 3.96%
|
|
|
Strategic Investment Management, LLC
|
Jan 21, 2025 Q4 2024 |
391,620
shares
|
$29.8 Million
9.46% of portfolio
|
Q4 2024
Added 162.97%
|
|
|
Smith & Howard Wealth Management, LLC
|
Feb 07, 2025 Q4 2024 |
384,278
shares
|
$29.2 Million
7.66% of portfolio
|
Q4 2024
Added 5.48%
|
|
|
Tarbox Family Office, Inc.
|
Jan 16, 2025 Q4 2024 |
382,879
shares
|
$29.1 Million
4.44% of portfolio
|
Q4 2024
Added 0.53%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 16, 2024 Q3 2024 |
381,459
shares
|
$29 Million
5.78% of portfolio
|
Q3 2024
Added 4.99%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Feb 13, 2025 Q4 2024 |
380,233
shares
|
$28.9 Million
8.04% of portfolio
|
Q4 2024
Added 0.56%
|
|
|
Community Bank, N.A.
|
Feb 11, 2025 Q4 2024 |
379,097
shares
|
$28.8 Million
3.45% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Opus Capital Group, LLC
|
Jan 31, 2025 Q4 2024 |
370,973
shares
|
$28.2 Million
3.31% of portfolio
|
Q4 2024
Added 2.95%
|
|
|
Bishop & CO Investment Management, LLC
|
Feb 11, 2025 Q4 2024 |
368,934
shares
|
$28 Million
9.89% of portfolio
|
Q4 2024
Added 4.38%
|
|
|
Empire Life Investments Inc.
|
Jan 30, 2025 Q4 2024 |
364,126
shares
|
$27.7 Million
1.66% of portfolio
|
Q4 2024
Added 5.05%
|
|
|
Hancock Whitney Corp
|
Feb 14, 2025 Q4 2024 |
363,960
shares
|
$27.7 Million
0.82% of portfolio
|
Q4 2024
Reduced 9.55%
|
|
|
Conrad N. Hilton Foundation
Agoura Hills, CA |
Feb 14, 2025 Q4 2024 |
361,990
shares
|
$27.5 Million
17.79% of portfolio
|
Q4 2024
Reduced 68.03%
|
|
|
Montis Financial, LLC
|
Feb 10, 2025 Q4 2024 |
360,623
shares
|
$27.4 Million
7.87% of portfolio
|
Q4 2024
Reduced 2.28%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
360,062
shares
|
$27.4 Million
0.11% of portfolio
|
Q4 2024
Reduced 6.33%
|
|
|
University Of Massachusetts Foundation, Inc.
Boston, MA |
Feb 12, 2025 Q4 2024 |
359,506
shares
|
$27.3 Million
13.52% of portfolio
|
Q1 2023
Added 27.03%
|
|
|
American Century Companies Inc
Kansas City, MO |
Feb 11, 2025 Q4 2024 |
353,600
shares
|
$26.9 Million
0.01% of portfolio
|
Q4 2024
Reduced 9.66%
|
|
|
Long Run Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
350,442
shares
|
$26.6 Million
6.0% of portfolio
|
Q4 2024
Added 8.27%
|
|
|
C V Starr & CO Inc
New York, NY |
Feb 12, 2025 Q4 2024 |
345,704
shares
|
$26.3 Million
19.2% of portfolio
|
Q4 2024
New holding
|