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 |
|---|---|---|---|---|---|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
846,762
shares
|
$73.6 Million
1.99% of portfolio
|
Q2 2025
Added 6.31%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
825,972
shares
|
$71.8 Million
0.56% of portfolio
|
Q2 2025
Added 9.33%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Jul 24, 2025 Q2 2025 |
822,991
shares
|
$71.6 Million
2.17% of portfolio
|
Q2 2025
Added 8.56%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
821,573
shares
|
$71.4 Million
1.03% of portfolio
|
Q2 2025
Added 2597.93%
|
|
|
Bailard, Inc.
|
Aug 08, 2025 Q2 2025 |
821,334
shares
|
$71.4 Million
1.63% of portfolio
|
Q2 2025
Added 3.46%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
820,083
shares
|
$71.3 Million
0.06% of portfolio
|
Q3 2022
Reduced 0.51%
|
|
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
Jul 17, 2025 Q2 2025 |
819,171
shares
|
$71.2 Million
22.97% of portfolio
|
Q2 2025
Added 22.55%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
815,252
shares
|
$70.9 Million
1.2% of portfolio
|
Q3 2022
Added 77.35%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
814,673
shares
|
$70.8 Million
0.32% of portfolio
|
Q4 2024
Added 12.65%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Jul 29, 2025 Q2 2025 |
804,730
shares
|
$70 Million
10.71% of portfolio
|
Q2 2025
Reduced 7.48%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
803,032
shares
|
$69.8 Million
0.38% of portfolio
|
Q2 2025
Reduced 4.52%
|
|
|
True Link Financial Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
802,412
shares
|
$69.8 Million
4.64% of portfolio
|
Q2 2025
Added 3.19%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
792,147
shares
|
$68.9 Million
0.79% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
|
Intrust Bank Na
Wichita, KS |
Aug 11, 2025 Q2 2025 |
783,784
shares
|
$68.2 Million
5.86% of portfolio
|
Q2 2025
Reduced 3.33%
|
|
|
Constellation Investments, Inc.
Montgomery, OH |
Jul 23, 2025 Q2 2025 |
779,498
shares
|
$67.8 Million
3.01% of portfolio
|
Q1 2025
Reduced 57.76%
|
|
|
Aspiriant, LLC
|
Jul 29, 2025 Q2 2025 |
771,658
shares
|
$67.1 Million
2.07% of portfolio
|
Q2 2025
Added 10.35%
|
|
|
Amg National Trust Bank
|
Aug 04, 2025 Q2 2025 |
768,291
shares
|
$66.8 Million
1.69% of portfolio
|
Q2 2025
Added 2.95%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
760,938
shares
|
$66.2 Million
0.91% of portfolio
|
Q2 2025
Added 2.73%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Aug 12, 2025 Q2 2025 |
755,371
shares
|
$65.7 Million
2.32% of portfolio
|
Q2 2025
Reduced 21.01%
|
|
|
Cabot Wellington, LLC
Boston, MA |
Jul 30, 2025 Q2 2025 |
754,560
shares
|
$65.6 Million
21.7% of portfolio
|
Q2 2025
Reduced 2.93%
|
|
|
Lockheed Martin Investment Management CO
Bethesda, MD |
Aug 04, 2025 Q2 2025 |
751,000
shares
|
$65.3 Million
2.35% of portfolio
|
Q2 2025
Reduced 44.46%
|
|
|
Roth Financial Partners LLC
|
Jul 09, 2025 Q2 2025 |
748,859
shares
|
$65.1 Million
22.61% of portfolio
|
Q2 2025
Reduced 0.65%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
748,212
shares
|
$65.1 Million
3.87% of portfolio
|
Q4 2023
Reduced 1.64%
|
|
|
Klingman & Associates, LLC
|
Jul 30, 2025 Q2 2025 |
745,623
shares
|
$64.8 Million
3.45% of portfolio
|
Q2 2025
Added 6.7%
|
|
|
Orgel Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
730,380
shares
|
$63.5 Million
1.55% of portfolio
|
Q2 2025
Reduced 0.48%
|