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 |
|---|---|---|---|---|---|
|
Liquid Strategies, LLC
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
198,822
shares
|
$14.4 Million
3.71% of portfolio
|
Q3 2024
Added 2.73%
|
|
|
Main Management LLC
San Francisco, CA |
Nov 15, 2024 Q3 2024 |
197,357
shares
|
$14.3 Million
1.27% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
Topel & Distasi Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
196,372
shares
|
$14.2 Million
6.36% of portfolio
|
Q3 2024
Added 1.99%
|
|
|
Bahl & Gaynor Inc
|
Nov 12, 2024 Q3 2024 |
195,550
shares
|
$14.2 Million
0.08% of portfolio
|
Q3 2024
Added 3.99%
|
|
|
Associated Banc Corp
Green Bay, WI |
Nov 13, 2024 Q3 2024 |
194,976
shares
|
$14.1 Million
0.45% of portfolio
|
Q3 2024
Added 8.69%
|
|
|
Lowe Brockenbrough & CO Inc
|
Oct 28, 2024 Q3 2024 |
193,618
shares
|
$14 Million
0.97% of portfolio
|
Q3 2024
Reduced 1.42%
|
|
|
Grove Bank & Trust
|
Oct 11, 2024 Q3 2024 |
193,326
shares
|
$14 Million
2.25% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Crewe Advisors LLC
|
Nov 12, 2024 Q3 2024 |
193,109
shares
|
$14 Million
1.75% of portfolio
|
Q3 2024
Added 3.7%
|
|
|
Integrated Investment Consultants, LLC
|
Nov 12, 2024 Q3 2024 |
191,915
shares
|
$13.9 Million
0.33% of portfolio
|
Q3 2024
Added 4.66%
|
|
|
Pds Planning, Inc
|
Oct 29, 2024 Q3 2024 |
190,706
shares
|
$13.8 Million
1.35% of portfolio
|
Q3 2024
Reduced 1.14%
|
|
|
Svb Wealth LLC
Boston, MA |
Oct 18, 2024 Q3 2024 |
190,589
shares
|
$13.8 Million
12.7% of portfolio
|
Q3 2024
Reduced 62.01%
|
|
|
Marietta Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
190,415
shares
|
$13.8 Million
2.23% of portfolio
|
Q3 2024
Added 3.02%
|
|
|
Morris Financial Concepts, Inc.
|
Oct 30, 2024 Q3 2024 |
188,450
shares
|
$13.7 Million
6.43% of portfolio
|
Q3 2024
Added 3.66%
|
|
|
Mc Adam, LLC
|
Oct 22, 2024 Q3 2024 |
187,972
shares
|
$13.6 Million
0.83% of portfolio
|
Q3 2024
Added 4.56%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 25, 2024 Q3 2024 |
186,908
shares
|
$13.6 Million
0.17% of portfolio
|
Q3 2024
Added 4.08%
|
|
|
Regis Management CO LLC
|
Aug 05, 2024 Q2 2024 |
184,128
shares
|
$13.4 Million
4.04% of portfolio
|
Q2 2024
Reduced 2.03%
|
|
|
Bennett Associates Wealth Management
Butler, PA |
Nov 07, 2024 Q3 2024 |
183,937
shares
|
$13.3 Million
11.76% of portfolio
|
Q3 2024
Added 6.05%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Oct 29, 2024 Q3 2024 |
183,612
shares
|
$13.3 Million
2.17% of portfolio
|
Q3 2024
Reduced 1.31%
|
|
|
Family Capital Trust CO
|
Oct 29, 2024 Q3 2024 |
182,384
shares
|
$13.2 Million
4.58% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 26, 2024 Q3 2024 |
181,897
shares
|
$13.2 Million
0.2% of portfolio
|
Q3 2024
Added 15.09%
|
|
|
Octavia Wealth Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
181,874
shares
|
$13.2 Million
1.76% of portfolio
|
Q3 2024
Added 20.62%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
181,438
shares
|
$13.2 Million
0.68% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2024 Q3 2024 |
180,219
shares
|
$13.1 Million
0.01% of portfolio
|
Q3 2024
Reduced 17.81%
|
|
|
Single Point Partners, LLC
|
Oct 03, 2024 Q3 2024 |
180,081
shares
|
$13.1 Million
22.41% of portfolio
|
Q3 2024
Added 4.66%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Oct 21, 2024 Q3 2024 |
179,743
shares
|
$13 Million
3.87% of portfolio
|
Q3 2024
Added 0.04%
|