Institutional Ownership Ishares Tr (IEFA)
This table provides information about the institutional ownership of Ishares Tr (IEFA). We have compiled data on the 2,000 institutions that hold shares in the stock, with a total of 1.42 Billion shares, which have been reported (via 13F filing form) to have a value of $103 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Arvest Bank Trust Division
Dewey, OK |
Nov 25, 2024 Q3 2024 |
252,819
shares
|
$18.3 Million
1.14% of portfolio
|
Q3 2024
Added 70.89%
|
|
|
S. R. Schill & Associates
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
251,995
shares
|
$18.3 Million
13.95% of portfolio
|
Q3 2024
Reduced 4.2%
|
|
|
Mtc Wealth Management LLC
|
Oct 15, 2024 Q3 2024 |
250,316
shares
|
$18.2 Million
8.88% of portfolio
|
Q3 2024
Reduced 0.98%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
250,312
shares
|
$18.2 Million
1.11% of portfolio
|
Q3 2024
Reduced 75.01%
|
|
|
Arvest Trust CO N A
Rogers, AR |
Aug 09, 2024 Q2 2024 |
249,940
shares
|
$18.1 Million
1.2% of portfolio
|
Q2 2024
Added 1.74%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
249,279
shares
|
$18.1 Million
0.36% of portfolio
|
Q3 2024
Added 0.93%
|
|
|
Cx Institutional
|
Oct 11, 2024 Q3 2024 |
249,253
shares
|
$18.1 Million
0.87% of portfolio
|
Q3 2024
Reduced 18.81%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 13, 2024 Q3 2024 |
245,953
shares
|
$17.8 Million
1.58% of portfolio
|
Q3 2024
Added 8.48%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
245,852
shares
|
$17.8 Million
0.92% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
Sigma Investment Counselors Inc
|
Oct 23, 2024 Q3 2024 |
243,817
shares
|
$17.7 Million
0.93% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
Dohj, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
243,778
shares
|
$17.7 Million
4.38% of portfolio
|
Q3 2024
Added 5.58%
|
|
|
Guidance Point Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
241,611
shares
|
$17.5 Million
5.7% of portfolio
|
Q3 2024
Added 1.42%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Oct 16, 2024 Q3 2024 |
239,685
shares
|
$17.4 Million
5.52% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
North Landing Financial Partners, LLC
Rochester, NY |
Oct 23, 2024 Q3 2024 |
239,564
shares
|
$17.4 Million
19.82% of portfolio
|
Q3 2024
Added 0.91%
|
|
|
Sovereign Investment Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
236,146
shares
|
$17.1 Million
6.36% of portfolio
|
Q3 2024
Added 1.82%
|
|
|
Highland Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
235,977
shares
|
$17.1 Million
1.06% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Wealth Architects, LLC
|
Oct 31, 2024 Q3 2024 |
234,304
shares
|
$17 Million
2.16% of portfolio
|
Q3 2024
Reduced 2.01%
|
|
|
Affiance Financial, LLC
|
Oct 11, 2024 Q3 2024 |
233,028
shares
|
$16.9 Million
4.48% of portfolio
|
Q3 2024
Added 8.93%
|
|
|
Adroit Compliance, LLC
Rockford, IL |
Feb 08, 2024 Q4 2023 |
231,861
shares
|
$16.8 Million
3.4% of portfolio
|
Q4 2023
New holding
|
|
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
Oct 15, 2024 Q3 2024 |
231,476
shares
|
$16.8 Million
5.82% of portfolio
|
Q3 2024
Added 0.72%
|
|
|
Forvis Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
229,553
shares
|
$16.7 Million
0.42% of portfolio
|
Q3 2024
Reduced 1.08%
|
|
|
Zacks Investment Management
Chicago, IL |
Nov 14, 2024 Q3 2024 |
228,874
shares
|
$16.6 Million
0.16% of portfolio
|
Q3 2024
Added 19.67%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
226,752
shares
|
$16.4 Million
0.64% of portfolio
|
Q1 2023
Added 2.92%
|
|
|
Mycio Wealth Partners, LLC
|
Oct 25, 2024 Q3 2024 |
225,336
shares
|
$16.3 Million
4.04% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Shelter Ins Retirement Plan
|
Nov 08, 2024 Q3 2024 |
224,262
shares
|
$16.3 Million
22.14% of portfolio
|
Q2 2024
Added 39.66%
|