Institutional Ownership Ishares Tr (IEFA)
This table provides information about the institutional ownership of Ishares Tr (IEFA). We have compiled data on the 2,292 institutions that hold shares in the stock, with a total of 1.55 Billion shares, which have been reported (via 13F filing form) to have a value of $129 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
May 14, 2025 Q1 2025 |
1,857,834
shares
|
$155 Million
6.34% of portfolio
|
Q1 2025
Added 138.42%
|
|
|
Nuveen, LLC
Charlotte, NC |
May 12, 2025 Q1 2025 |
1,855,233
shares
|
$155 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
1,803,253
shares
|
$151 Million
7.95% of portfolio
|
Q2 2025
Reduced 1.65%
|
|
|
Connecticut Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
1,774,441
shares
|
$148 Million
7.05% of portfolio
|
Q1 2025
Added 5.48%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
1,764,904
shares
|
$147 Million
0.53% of portfolio
|
Q4 2022
Added 10834.29%
|
|
|
Heritage Wealth Advisors
|
May 08, 2025 Q1 2025 |
1,725,079
shares
|
$144 Million
6.82% of portfolio
|
Q1 2025
Reduced 0.44%
|
|
|
First Business Financial Services, Inc.
|
May 02, 2025 Q1 2025 |
1,710,950
shares
|
$143 Million
12.86% of portfolio
|
Q1 2025
Added 2.82%
|
|
|
Scs Capital Management LLC
Boston, MA |
May 19, 2025 Q1 2025 |
1,602,444
shares
|
$134 Million
1.55% of portfolio
|
Q1 2025
Added 723.82%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
1,601,603
shares
|
$134 Million
3.86% of portfolio
|
Q2 2025
Reduced 1.54%
|
|
|
Makena Capital Management LLC
Menlo Park, CA |
May 13, 2025 Q1 2025 |
1,536,041
shares
|
$128 Million
12.76% of portfolio
|
Q1 2025
Added 126.58%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
1,511,273
shares
|
$126 Million
0.27% of portfolio
|
Q1 2025
Added 0.6%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
1,489,280
shares
|
$124 Million
0.32% of portfolio
|
Q2 2025
Added 21.37%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
May 15, 2025 Q1 2025 |
1,477,876
shares
|
$123 Million
5.55% of portfolio
|
Q1 2025
Reduced 2.14%
|
|
|
Facet Wealth, Inc.
|
May 07, 2025 Q1 2025 |
1,474,408
shares
|
$123 Million
2.92% of portfolio
|
Q1 2025
Added 95.01%
|
|
|
Neuberger Berman Group LLC
New York, NY |
May 13, 2025 Q1 2025 |
1,460,327
shares
|
$122 Million
0.1% of portfolio
|
Q1 2025
Added 1.1%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
1,457,420
shares
|
$122 Million
5.52% of portfolio
|
Q3 2022
Added 2.95%
|
|
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
Jul 16, 2025 Q2 2025 |
1,450,162
shares
|
$121 Million
14.65% of portfolio
|
Q2 2025
Reduced 9.37%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
1,431,448
shares
|
$120 Million
0.26% of portfolio
|
Q4 2024
Added 47.19%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Jul 02, 2025 Q2 2025 |
1,423,835
shares
|
$119 Million
10.58% of portfolio
|
Q2 2025
Added 1.68%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jul 21, 2025 Q2 2025 |
1,412,753
shares
|
$118 Million
0.42% of portfolio
|
Q2 2025
Added 21.02%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
1,411,891
shares
|
$118 Million
2.7% of portfolio
|
Q1 2025
Reduced 19.43%
|
|
|
Truepoint, Inc.
|
May 12, 2025 Q1 2025 |
1,402,360
shares
|
$117 Million
2.95% of portfolio
|
Q1 2025
Reduced 18.86%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
1,400,119
shares
|
$117 Million
1.62% of portfolio
|
Q1 2025
Added 18.37%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
1,391,640
shares
|
$116 Million
0.18% of portfolio
|
Q1 2025
Reduced 1.89%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
1,386,713
shares
|
$116 Million
1.62% of portfolio
|
Q2 2025
Added 7.86%
|