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 |
|---|---|---|---|---|---|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
224,102
shares
|
$16.3 Million
0.67% of portfolio
|
Q3 2024
Added 12.88%
|
|
|
Lcnb Corp
Lebanon, OH |
Nov 12, 2024 Q3 2024 |
221,479
shares
|
$16.1 Million
6.15% of portfolio
|
Q3 2024
Added 1.89%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
Nov 05, 2024 Q3 2024 |
221,011
shares
|
$16 Million
0.29% of portfolio
|
Q3 2024
Reduced 5.74%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Oct 15, 2024 Q3 2024 |
220,640
shares
|
$16 Million
2.23% of portfolio
|
Q3 2024
Reduced 4.72%
|
|
|
Encompass Wealth Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
219,882
shares
|
$16 Million
6.17% of portfolio
|
Q3 2024
Added 1.93%
|
|
|
Balentine LLC
Atlanta, GA |
Oct 30, 2024 Q3 2024 |
219,871
shares
|
$15.9 Million
0.68% of portfolio
|
Q3 2024
Added 2.66%
|
|
|
O'Dell Group, LLC
Cincinnati, OH |
Nov 13, 2024 Q3 2024 |
218,591
shares
|
$15.9 Million
4.03% of portfolio
|
Q3 2024
Added 2.24%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Nov 14, 2024 Q3 2024 |
218,380
shares
|
$15.8 Million
2.38% of portfolio
|
Q3 2024
Added 128.24%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 31, 2024 Q3 2024 |
216,668
shares
|
$15.7 Million
0.62% of portfolio
|
Q3 2024
Reduced 4.88%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
215,064
shares
|
$15.6 Million
1.02% of portfolio
|
Q3 2024
Reduced 5.19%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
214,072
shares
|
$15.5 Million
0.14% of portfolio
|
Q3 2024
Added 14.8%
|
|
|
Barrow Hanley Mewhinney & Strauss LLC
Dallas, TX |
Nov 13, 2024 Q3 2024 |
213,608
shares
|
$15.5 Million
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
212,530
shares
|
$15.4 Million
0.45% of portfolio
|
Q3 2024
Reduced 1.34%
|
|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
Nov 13, 2024 Q3 2024 |
211,724
shares
|
$15.4 Million
5.33% of portfolio
|
Q3 2024
Added 0.77%
|
|
|
Kmg Fiduciary Partners, LLC
|
Oct 17, 2024 Q3 2024 |
209,804
shares
|
$15.2 Million
1.44% of portfolio
|
Q3 2024
Added 3.15%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Nov 12, 2024 Q3 2024 |
209,017
shares
|
$15.2 Million
0.71% of portfolio
|
Q3 2024
Added 1.9%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
209,000
shares
|
$15.2 Million
1.63% of portfolio
|
Q3 2023
Reduced 2.5%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
208,148
shares
|
$15.1 Million
2.82% of portfolio
|
Q3 2024
Added 3.43%
|
|
|
Rogco, LP
Claremore, OK |
Oct 22, 2024 Q3 2024 |
206,344
shares
|
$15 Million
6.31% of portfolio
|
Q3 2024
Reduced 2.67%
|
|
|
Lincoln Capital Corp
|
Oct 23, 2024 Q3 2024 |
204,731
shares
|
$14.9 Million
6.66% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Crescent Grove Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
203,740
shares
|
$14.8 Million
1.7% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Nov 13, 2024 Q3 2024 |
202,320
shares
|
$14.7 Million
5.9% of portfolio
|
Q3 2024
Reduced 0.62%
|
|
|
Better Money Decisions, LLC
|
Oct 25, 2024 Q3 2024 |
202,243
shares
|
$14.7 Million
11.24% of portfolio
|
Q3 2024
Reduced 6.25%
|
|
|
Pine Ridge Advisers LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
199,247
shares
|
$14.5 Million
1.93% of portfolio
|
Q3 2024
Reduced 7.51%
|
|
|
Rmb Capital Management, LLC
|
Nov 06, 2024 Q3 2024 |
198,830
shares
|
$14.4 Million
0.36% of portfolio
|
Q3 2024
Added 3.42%
|