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 |
|---|---|---|---|---|---|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
740,739
shares
|
$61.8 Million
0.89% of portfolio
|
Q1 2025
Reduced 0.6%
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
737,140
shares
|
$61.5 Million
2.32% of portfolio
|
Q1 2025
Reduced 13.44%
|
|
|
Orgel Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
730,380
shares
|
$61 Million
1.55% of portfolio
|
Q2 2025
Reduced 0.48%
|
|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
727,675
shares
|
$60.8 Million
1.07% of portfolio
|
Q2 2025
Added 34.85%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
May 13, 2025 Q1 2025 |
722,386
shares
|
$60.3 Million
5.6% of portfolio
|
Q1 2025
Reduced 3.64%
|
|
|
Ironwood Wealth Management, Llc.
|
Apr 25, 2025 Q1 2025 |
702,759
shares
|
$58.7 Million
16.35% of portfolio
|
Q1 2025
Added 1.2%
|
|
|
Aspiriant, LLC
|
Apr 21, 2025 Q1 2025 |
699,254
shares
|
$58.4 Million
1.85% of portfolio
|
Q1 2025
Added 17.26%
|
|
|
Klingman & Associates, LLC
|
May 12, 2025 Q1 2025 |
698,801
shares
|
$58.3 Million
3.24% of portfolio
|
Q1 2025
Added 6.5%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
696,657
shares
|
$58.2 Million
0.7% of portfolio
|
Q2 2025
Reduced 23.82%
|
|
|
Southern Farm Bureau Life Insurance
|
May 15, 2025 Q1 2025 |
685,189
shares
|
$57.2 Million
7.6% of portfolio
|
Q1 2025
Added 23.08%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
676,722
shares
|
$56.5 Million
1.06% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Dan L Duncan Foundation
Houston, TX |
Nov 14, 2024 Q3 2024 |
671,206
shares
|
$56 Million
75.77% of portfolio
|
Q2 2024
Added 1.82%
|
|
|
Parkside Investments, LLC
|
Jul 18, 2025 Q2 2025 |
646,866
shares
|
$54 Million
7.69% of portfolio
|
Q2 2025
Added 34.77%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
643,134
shares
|
$53.7 Million
0.31% of portfolio
|
Q2 2025
Added 5.92%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
642,495
shares
|
$53.6 Million
0.25% of portfolio
|
Q1 2025
Reduced 13.08%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
May 15, 2025 Q1 2025 |
635,306
shares
|
$53 Million
6.91% of portfolio
|
Q1 2025
New holding
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
634,279
shares
|
$53 Million
0.15% of portfolio
|
Q1 2025
Added 2.09%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
625,076
shares
|
$52.2 Million
0.59% of portfolio
|
Q1 2025
Reduced 10.67%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
623,967
shares
|
$52.1 Million
5.36% of portfolio
|
Q2 2024
Reduced 0.08%
|
|
|
Ledyard National Bank
|
Apr 22, 2025 Q1 2025 |
619,254
shares
|
$51.7 Million
4.74% of portfolio
|
Q1 2025
Reduced 0.52%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
614,731
shares
|
$51.3 Million
0.02% of portfolio
|
Q1 2025
Added 15.22%
|
|
|
Brickley Wealth Management
|
Apr 29, 2025 Q1 2025 |
608,762
shares
|
$50.8 Million
9.56% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Apr 18, 2025 Q1 2025 |
607,864
shares
|
$50.8 Million
5.53% of portfolio
|
Q1 2025
Reduced 11.48%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
602,494
shares
|
$50.3 Million
0.62% of portfolio
|
Q1 2025
Added 0.8%
|
|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
Jul 21, 2025 Q1 2025 |
600,693
shares
|
$50.2 Million
4.33% of portfolio
|
Q3 2024
Added 1.63%
|