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 |
|---|---|---|---|---|---|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
858,103
shares
|
$71.6 Million
6.68% of portfolio
|
Q2 2023
Reduced 0.96%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Apr 15, 2025 Q1 2025 |
857,122
shares
|
$71.6 Million
4.19% of portfolio
|
Q1 2025
Reduced 4.15%
|
|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
846,762
shares
|
$70.7 Million
1.99% of portfolio
|
Q2 2025
Added 6.31%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
841,072
shares
|
$70.2 Million
0.38% of portfolio
|
Q1 2025
Reduced 2.69%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
839,827
shares
|
$70.1 Million
0.77% of portfolio
|
Q1 2025
Added 33.53%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
835,139
shares
|
$69.7 Million
0.55% of portfolio
|
Q1 2025
Added 1.05%
|
|
|
Spc Financial, Inc.
|
May 08, 2025 Q1 2025 |
826,316
shares
|
$69 Million
5.55% of portfolio
|
Q1 2025
Added 586.55%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
820,083
shares
|
$68.5 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
|
$68.4 Million
22.97% of portfolio
|
Q2 2025
Added 22.55%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
815,252
shares
|
$68.1 Million
1.2% of portfolio
|
Q3 2022
Added 77.35%
|
|
|
Intrust Bank Na
Wichita, KS |
May 09, 2025 Q1 2025 |
810,773
shares
|
$67.7 Million
6.12% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
Ritholtz Wealth Management
|
Apr 16, 2025 Q1 2025 |
803,603
shares
|
$67.1 Million
1.85% of portfolio
|
Q1 2025
Reduced 34.04%
|
|
|
Archetype Wealth Partners
Houston, TX |
May 14, 2025 Q1 2025 |
802,694
shares
|
$67 Million
8.92% of portfolio
|
Q1 2025
Reduced 2.97%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
798,874
shares
|
$66.7 Million
0.33% of portfolio
|
Q1 2025
Reduced 12.95%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
796,103
shares
|
$66.5 Million
0.75% of portfolio
|
Q1 2025
Added 1.9%
|
|
|
Bailard, Inc.
|
May 02, 2025 Q1 2025 |
793,901
shares
|
$66.3 Million
1.58% of portfolio
|
Q1 2025
Reduced 0.82%
|
|
|
Constellation Investments, Inc.
Montgomery, OH |
Apr 22, 2025 Q1 2025 |
779,498
shares
|
$65.1 Million
2.8% of portfolio
|
Q1 2025
Reduced 57.76%
|
|
|
True Link Financial Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
777,571
shares
|
$64.9 Million
4.39% of portfolio
|
Q1 2025
Added 3.13%
|
|
|
Cabot Wellington, LLC
Boston, MA |
Apr 14, 2025 Q1 2025 |
777,301
shares
|
$64.9 Million
21.67% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Callan Family Office, LLC
Radnor, PA |
May 12, 2025 Q1 2025 |
758,097
shares
|
$63.3 Million
4.3% of portfolio
|
Q1 2025
Added 0.62%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
755,503
shares
|
$63.1 Million
0.52% of portfolio
|
Q1 2025
Added 5.17%
|
|
|
Axiom Investors LLC
Greenwich, CT |
May 16, 2025 Q1 2025 |
755,000
shares
|
$63 Million
0.56% of portfolio
|
Q1 2025
Added 82.59%
|
|
|
Roth Financial Partners LLC
|
Jul 09, 2025 Q2 2025 |
748,859
shares
|
$62.5 Million
22.61% of portfolio
|
Q2 2025
Reduced 0.65%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
748,212
shares
|
$62.5 Million
3.87% of portfolio
|
Q4 2023
Reduced 1.64%
|
|
|
Amg National Trust Bank
|
May 05, 2025 Q1 2025 |
746,275
shares
|
$62.3 Million
1.58% of portfolio
|
Q1 2025
Reduced 4.06%
|