IEFA — Ishares Tr Institutional Holders · Q3 2026

Name: Who Owns IEFA? 158 Institutions Hold $2.29B (Q3 2026)
Creator: ko.io

Who owns Ishares Tr (IEFA)? 158 institutions reported holding $2.29B in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Stairway Partners, LLC ($304.4M), Avidian Wealth Enterprises, LLC ($175.8M), First Financial Bank - Trust Division ($139.3M).

Rank	Institution	Value	Shares	Change
1	Stairway Partners, LLC	$304.4M	3.1M	Added
2	Avidian Wealth Enterprises, LLC	$175.8M	1.8M	Added
3	FIRST FINANCIAL BANK - TRUST DIVISION	$139.3M	1.4M	Added
4	SigFig Wealth Management, LLC	$128.8M	1.3M	Added
5	Wedmont Private Capital	$115.5M	1.2M	Added
6	Graves Light Lenhart Wealth, Inc.	$101.3M	1.0M	Added
7	Bangor Savings Bank	$100.0M	1.0M	Trimmed
8	CX Institutional	$87.8M	906,032	Added
9	Valeo Financial Advisors, LLC	$85.0M	1.2M	Added
10	Apella Capital, LLC	$74.0M	769,192	Added
11	Roth Financial Partners LLC	$73.9M	762,710	Trimmed
12	Leverty Financial Group, LLC	$66.7M	688,238	Added
13	Pathway Financial Advisors LLC	$53.3M	550,410	Added
14	Farther Finance Advisors, LLC	$52.5M	542,389	Trimmed
15	Global Wealth Strategies & Associates	$49.8M	514,121	Added
16	Galvin, Gaustad & Stein, LLC	$47.4M	489,160	Trimmed
17	Acropolis Investment Management, LLC	$40.4M	417,454	Trimmed
18	MassMutual Private Wealth & Trust, FSB	$39.9M	411,357	Added
19	Grove Bank & Trust	$37.0M	381,551	Added
20	Venture Visionary Partners LLC	$35.8M	369,769	Added
21	Iowa State Bank	$35.4M	365,493	Added
22	Coastline Trust Co	$33.0M	341,129	Added
23	PRIVATE CLIENT SERVICES, LLC	$26.8M	276,781	Added
24	Cassilly Financial Group LLC	$21.9M	226,133	Added
25	GoalVest Advisory LLC	$17.6M	181,897	Added

Source: SEC Form 13F filings · as of 2026-09-30