Institutional Ownership Ishares Tr (IEFA)
This table provides information about the institutional ownership of Ishares Tr (IEFA). We have compiled data on the 2,355 institutions that hold shares in the stock, with a total of 1.56 Billion shares, which have been reported (via 13F filing form) to have a value of $135 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
2,474,000
shares
|
$215 Million
0.18% of portfolio
|
Q4 2022
Reduced 26.67%
|
|
|
Heritage Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
2,470,819
shares
|
$215 Million
10.17% of portfolio
|
Q2 2025
Added 43.23%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
2,463,006
shares
|
$214 Million
1.39% of portfolio
|
Q2 2025
Reduced 3.9%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
2,390,482
shares
|
$208 Million
0.38% of portfolio
|
Q2 2025
Added 15.76%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
2,351,159
shares
|
$204 Million
14.93% of portfolio
|
Q2 2023
Added 11.45%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
2,351,159
shares
|
$204 Million
14.93% of portfolio
|
Q2 2023
Added 11.45%
|
|
|
Wellington Management Group LLP
Boston, MA |
Aug 14, 2025 Q2 2025 |
2,338,490
shares
|
$203 Million
0.04% of portfolio
|
Q2 2025
Reduced 12.35%
|
|
|
Citizens Financial Group Inc
|
Aug 08, 2025 Q2 2025 |
2,240,962
shares
|
$195 Million
3.08% of portfolio
|
Q2 2025
Added 0.96%
|
|
|
Matson Money. Inc.
|
Jul 30, 2025 Q2 2025 |
2,179,335
shares
|
$190 Million
6.35% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
2,172,132
shares
|
$189 Million
9.2% of portfolio
|
Q2 2022
Reduced 2.53%
|
|
|
Ckw Financial Group
|
Jul 25, 2025 Q2 2025 |
2,161,672
shares
|
$188 Million
20.71% of portfolio
|
Q2 2025
Reduced 0.82%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 14, 2025 Q2 2025 |
2,139,118
shares
|
$186 Million
2.17% of portfolio
|
Q2 2025
Added 5.64%
|
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
Aug 14, 2025 Q2 2025 |
2,094,000
shares
|
$182 Million
0.04% of portfolio
|
Q3 2024
Reduced 15.36%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
2,091,147
shares
|
$182 Million
0.39% of portfolio
|
Q3 2023
Reduced 0.17%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Jul 29, 2025 Q2 2025 |
2,087,616
shares
|
$182 Million
5.13% of portfolio
|
Q2 2025
Added 0.94%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
2,063,137
shares
|
$179 Million
0.41% of portfolio
|
Q2 2025
Added 1.11%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Aug 07, 2025 Q2 2025 |
2,051,244
shares
|
$178 Million
9.46% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Balentine LLC
Atlanta, GA |
Aug 04, 2025 Q2 2025 |
2,036,770
shares
|
$177 Million
7.09% of portfolio
|
Q2 2025
Added 868.93%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
2,029,211
shares
|
$176 Million
1.18% of portfolio
|
Q1 2025
Reduced 0.33%
|
|
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
Aug 06, 2025 Q2 2025 |
2,022,669
shares
|
$176 Million
15.19% of portfolio
|
Q2 2025
Added 4.06%
|
|
|
Investure, LLC
Charlottesville, VA |
May 14, 2025 Q1 2025 |
2,022,523
shares
|
$176 Million
10.14% of portfolio
|
Q1 2025
Added 193.5%
|
|
|
Passaic Partners LLC
|
Aug 08, 2025 Q2 2025 |
2,017,500
shares
|
$175 Million
20.58% of portfolio
|
Q2 2025
Reduced 0.84%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
1,997,064
shares
|
$174 Million
1.49% of portfolio
|
Q2 2025
Added 3530.63%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
1,961,791
shares
|
$171 Million
0.03% of portfolio
|
Q2 2025
Reduced 30.16%
|
|
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
Aug 13, 2025 Q2 2025 |
1,957,583
shares
|
$170 Million
6.35% of portfolio
|
Q2 2025
Added 5.37%
|