Skip to content

IEFA ISHARES TR

Follow

SHS (fund)

2,435 managers (2,464 13F filers) reported a position in IEFA shares at 2026-06-30, 1,680,709,368 shares in all. 131 filers opened a position and 85 filers sold out during the quarter.

Managers
2,435
13F filers
2,464
New
131
Added
1,231
Reduced
766
Sold out
85
Shares held by filers
1,680,709,368

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Grey Ledge Advisors, LLC3,213$310K0.06%+3013F-HRTimeline
Avalon Trust Co3,212$310K0.02%013F-HRTimeline
Hardin Capital Partners, LLC3,207$310K0.14%013F-HRTimeline
Accretive Wealth Partners, LLC3,203$309K0.08%013F-HRTimeline
Maloon Powers Pitre Higgins & Dennehy, …3,200$309K0.11%13F-HRTimeline
SNOWWATER INVESTMENT PARTNERS, LLC3,195$309K0.21%-5,90513F-HRTimeline
Vision Retirement, LLC3,193$308K0.07%+10413F-HRTimeline
Pasadena Private Wealth, LLC3,190$308K0.04%+1913F-HRTimeline
Anchor Investment Management, LLC3,190$308K0.02%+3813F-HRTimeline
CORRECT CAPITAL WEALTH MANAGEMENT3,180$307K0.05%013F-HRTimeline
CURIO WEALTH, LLC3,178$307K0.1%+1,26613F-HRTimeline
Formidable Asset Management, LLC3,382$306K0.05%-11113F-HRTimeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…3,163$305K<0.01%new13F-HRTimelineGroup
Signature Resources Capital Management,…3,158$305K0.12%013F-HRTimeline
HOGE FINANCIAL SERVICES, LLC3,154$305K0.15%-6513F-HRTimeline
Avant Financial Advisors LLC3,137$303K0.19%013F-HRTimeline
Vision Capital Management, Inc.3,133$303K0.03%+11813F-HRTimeline
Somerset Trust Co3,127$302K0.09%013F-HRTimeline
Vermillion & White Wealth Management Gr…3,125$302K0.15%+613F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.3,121$301K0.18%+29013F-HRTimeline
Nemes Rush Group LLC3,118$301K0.02%+2313F-HRTimeline
Austin Asset Management Co Inc3,117$301K0.04%013F-HRTimeline
Fairvoy Private Wealth, LLC3,110$300K0.06%new13F-HRTimeline
Capital Investment Counsel, Inc3,107$300K0.03%013F-HRTimeline
Platform Technology Partners3,106$300K0.05%+40413F-HRTimeline
NerdWallet Wealth Partners, LLC3,098$299K0.1%+8413F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC3,098$299K0.03%new13F-HRTimeline
S.A. Mason LLC3,095$299K0.09%+1,37013F-HRTimeline
Hidden Cove Wealth Management, LLC3,091$299K0.16%-19513F-HRTimeline
Balanced Rock Investment Advisors LLC3,091$299K0.19%-613F-HRTimeline
Edgemoor Investment Advisors, Inc.3,088$298K0.02%-6113F-HRTimeline
Diversified Portfolios, Inc.3,086$298K0.02%013F-HRTimeline
Covington Investment Advisors Inc.3,085$298K0.04%+2613F-HRTimeline
Zullo Investment Group, Inc.3,082$298K0.1%+313F-HRTimeline
Wilson & Boucher Capital Management, LLC3,080$297K0.17%013F-HRTimeline
Resurgent Financial Advisors LLC3,069$296K0.08%-15513F-HRTimeline
Beaird Harris Wealth Management, LLC3,066$296K0.02%013F-HRTimeline
Private Capital Management, LLC3,056$295K0.03%-28013F-HRTimeline
Covestor Ltd3,052$295K0.17%+10313F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC3,043$294K0.09%+10413F-HRTimeline
Landing Point Financial Group, LLC3,034$293K0.1%-6,64413F-HRTimeline
Rayburn West Financial Services LLC3,024$292K0.16%013F-HRTimeline
FWG Investments, LLC.3,022$292K0.15%+13613F-HRTimeline
POM Investment Strategies, LLC3,017$291K0.33%+13113F-HRTimeline
Measured Wealth Private Client Group, L…3,008$291K0.07%-6413F-HRTimeline
Insight Wealth Strategies, LLC3,015$290K0.03%+613F-HRTimeline
KOM Wealth Management Group, LLC2,998$290K0.17%-2413F-HRTimeline
626 Financial, LLC2,998$290K0.11%+4813F-HRTimeline
HighMark Wealth Management LLC2,991$289K0.1%-16413F-HRTimeline
Luken Investment Analytics, LLC2,982$288K0.1%013F-HRTimeline
Stillwater Capital Advisors, LLC2,975$287K0.03%new13F-HRTimeline
Opal Wealth Advisors, LLC2,971$287K0.06%+20313F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC2,965$286K0.07%-13213F-HRTimeline
Brady Martz Wealth Solutions, LLC2,962$286K0.04%new13F-HRTimeline
ARGENT CAPITAL MANAGEMENT LLC2,933$283K0.01%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC2,931$283K0.02%+1,42913F-HRTimelineGroup
Provident Wealth Management, LLC2,928$283K0.07%+60413F-HRTimeline
Fi3 FINANCIAL ADVISORS, LLC1,459$282K0.07%-43,04813F-HRTimeline
LEE DANNER & BASS INC2,905$281K0.02%013F-HRTimeline
BridgePort Financial Solutions, LLC2,904$280K0.07%013F-HRTimeline
Christensen, King & Associates Investme…2,900$280K0.11%013F-HRTimeline
Swan Global Investments, LLCin group Swan Global Investments, LLC2,894$280K0.01%+20113F-HRTimelineGroup
Baring Financial LLC2,890$279K0.15%+2413F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC2,890$279K0.03%-71,95513F-HRTimeline
Pacifica Partners Inc.2,864$279K0.08%013F-HRTimeline
Foster Victor Wealth Advisors, LLC2,872$278K0.01%-10013F-HRTimeline
Vickerman Investment Advisors, Inc.2,876$278K0.05%013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST2,876$278K0.02%013F-HRTimeline
Latitude Advisors, LLC2,872$277K0.11%+14813F-HRTimeline
Align Financial, LLC2,866$277K0.14%013F-HRTimeline
Michels Family Financial, LLC2,865$277K0.18%+1213F-HRTimeline
Integris Wealth Management, LLC2,857$276K0.06%013F-HRTimeline
Indie Asset Partners, LLC2,849$275K0.26%013F-HRTimeline
Francis Financial, Inc.2,841$274K0.05%-68113F-HRTimeline
B.O.S.S. Retirement Advisors, LLC2,838$274K0.07%-35013F-HRTimeline
MBM WEALTH CONSULTANTS, LLC2,830$273K0.05%+2,80813F-HRTimeline
RIK SAYLOR FINANCIAL, INC.2,826$273K0.18%new13F-HRTimeline
Wealth Forward, LLC2,826$273K0.14%013F-HRTimeline
RETIREMITTEN FINANCIAL LLC2,823$273K0.11%+1,34413F-HRTimeline
Aspire Capital Advisors LLC2,822$273K0.05%-63213F-HRTimeline
Sharkey, Howes & Javer2,817$272K0.03%+713F-HRTimeline
CAPITAL ADVISORS INC/OK2,804$271K<0.01%+30013F-HRTimeline
Cassady Wealth & Retirement Planning, L…2,803$271K0.13%-3813F-HRTimeline
Knuff & Co LLC2,797$270K0.07%013F-HRTimeline
CRUX WEALTH ADVISORS2,794$270K0.09%+4513F-HRTimeline
VERUS WEALTH MANAGEMENT, LLC2,792$270K0.22%new13F-HRTimeline
Breachway Investments LLC2,791$270K0.41%-12513F-HRTimeline
W1M Asset Management Ltd2,788$269K<0.01%new13F-HRTimeline
PLANWISER FINANCIAL, LLC2,782$269K0.19%-1,08413F-HRTimeline
Weaver Consulting Group2,778$268K0.06%+20513F-HRTimeline
Atlas Brown,Inc.2,778$268K0.07%-213F-HRTimeline
Upper Left Wealth Management, LLC2,770$268K0.15%-30313F-HRTimeline
LexAurum Advisors, LLC2,755$266K0.03%-39113F-HRTimeline
Strathmore Capital Advisors, Inc.2,743$266K0.07%-31513F-HRTimeline
Strategic Financial Concepts, LLC2,741$265K0.08%-3,72313F-HRTimeline
Insight Advisors, LLC/ PA2,740$265K0.05%-41213F-HRTimeline
Foundation Wealth Management, LLC2,730$264K0.16%+4313F-HRTimeline
Pflug Koory, LLC2,730$264K0.11%013F-HRTimeline
Sterling Investment Counsel, LLC2,722$263K0.06%-12913F-HRTimeline
AMERIFLEX GROUP, INC.2,718$262K0.11%+1,56413F-HRTimeline
CHERRYDALE WEALTH MANAGEMENT, LLC2,716$262K0.07%-6713F-HRTimeline
BANK OZK2,711$262K0.08%-18013F-HRTimeline
KRM WEALTH MANAGEMENT L.L.C.2,710$262K0.12%+4213F-HRTimeline
Oder Investment Management, LLC2,701$261K0.18%+913F-HRTimeline
Altus Wealth Group LLC2,699$261K0.09%013F-HRTimeline
Vigil Wealth Management, LLC2,699$261K0.19%-1013F-HRTimeline
Journey Advisory Group, LLC2,698$261K0.02%new13F-HRTimeline
Washington Trust Bank2,694$260K0.02%-29213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Coppell Advisory Solutions LLC1,482$260K0.03%new13F-HRTimeline
Foster Group, Inc.2,687$260K0.01%+15913F-HRTimeline
POINCIANA ADVISORS GROUP, LLC2,678$259K0.19%013F-HRTimeline
JB Capital LLC2,677$259K0.01%+35013F-HRTimeline
NORRIS PERNE & FRENCH LLP/MI2,660$257K0.01%+41313F-HRTimeline
Capital Asset Managemnet, LLC2,659$257K0.58%-8,77813F-HRTimeline
Chesapeake Wealth Management2,653$256K0.07%+13513F-HRTimeline
Smithfield Trust Co2,651$256K0.01%013F-HRTimeline
First National Bank of Hutchinson2,649$256K0.14%-62513F-HRTimeline
Willis Investment Counsel2,634$254K0.01%013F-HRTimeline
CBIZ Investment Advisory Services, LLC2,809$254K0.01%013F-HRTimeline
Mascoma Wealth Management LLC2,632$254K0.05%-2,69013F-HRTimeline
NATURAL INVESTMENTS, LLC2,629$253K0.06%013F-HRTimeline
American Capital Advisory, LLC2,617$253K0.09%+1313F-HRTimeline
L.K. Benson & Company, P.C.2,616$253K0.08%013F-HRTimeline
IFC Advisors LLC2,612$252K0.03%013F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/2,592$250K0.08%-1,01013F-HRTimelineGroup
J. L. Bainbridge & Co., Inc.2,591$250K0.02%-70013F-HRTimeline
Tanglewood Legacy Advisors, LLC2,588$250K0.08%013F-HRTimeline
Riverstone Advisors, LLC2,586$250K0.1%+2113F-HRTimeline
Napier Financial, LLC2,565$248K0.05%+1213F-HRTimeline
Stockman Wealth Management, Inc.2,561$247K0.03%new13F-HRTimeline
Fayez Sarofim & Coin group Fayez Sarofim & Co2,560$247K<0.01%013F-HRTimelineGroup
CogentBlue Wealth Advisors, LLC2,553$247K0.14%new13F-HRTimeline
SeedSafe Financial LLC2,549$246K0.18%013F-HRTimeline
MY Wealth Management Inc.2,541$245K0.17%new13F-HRTimeline
ShoreHaven Wealth Partners, LLC2,530$244K0.08%013F-HRTimeline
WealthBridge Capital Management, LLC2,527$244K0.05%013F-HRTimeline
Eldridge Investment Advisors, Inc.2,518$243K0.05%013F-HRTimeline
Commonwealth Financial Services, LLC2,506$242K0.03%+9513F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC2,498$240K0.03%+12013F-HRTimeline
Tiller Private Wealth, Inc.2,485$240K0.08%-35013F-HRTimeline
Elite Life Management LLC2,384$238K0.28%013F-HRTimeline
AVALON CAPITAL MANAGEMENT2,465$238K0.06%new13F-HRTimeline
ProVise Management Group, LLC2,464$238K0.02%+7113F-HRTimeline
Bouvel Investment Partners, LLC2,464$238K0.05%+2713F-HRTimeline
KLCM Advisors, Inc.2,451$237K0.02%013F-HRTimeline
EVERPAR ADVISORS LLC2,434$235K0.07%-1,01113F-HRTimeline
GREENUP STREET WEALTH MANAGEMENT LLC2,434$235K0.03%+18513F-HRTimeline
Flagship Private Wealth, LLC2,432$235K0.08%-7313F-HRTimeline
Oxinas Partners, LLC2,428$235K0.09%-18313F-HRTimeline
Arbor Wealth Advisors LLC2,427$234K0.14%013F-HRTimeline
KFG WEALTH MANAGEMENT, LLC2,423$234K0.03%+11413F-HRTimeline
Nova Wealth Management, Inc.2,423$234K0.13%-46113F-HRTimeline
Flagstone Financial Management2,418$234K0.05%013F-HRTimeline
Transcendent Capital Group LLC2,412$233K0.09%-15013F-HRTimeline
Arsenal Capital Advisors LLC2,403$232K0.14%+3913F-HRTimeline
Shotwell Rutter Baer Inc2,399$232K0.13%013F-HRTimeline
WORLD EQUITY GROUP, INC.2,398$232K0.05%-17913F-HRTimeline
Gunpowder Capital Management, LLC dba O…2,398$232K0.16%013F-HRTimeline
Baker Avenue Asset Management, LP2,397$231K<0.01%new13F-HRTimeline
Inlight Wealth Management, LLC2,383$230K0.07%013F-HRTimeline
apricus wealth, LLC2,374$229K0.11%new13F-HRTimeline
Sincerus Advisory, LLC2,373$229K0.16%+913F-HRTimeline
WealthTrust Axiom LLC2,372$229K0.05%+15313F-HRTimeline
St. Louis Trust Co27,815$228K0.03%013F-HRTimeline
Clearstead Trust, LLC2,361$228K0.03%+10913F-HRTimeline
Carson Advisory Inc.2,358$228K0.1%new13F-HRTimeline
HARBOR ADVISORY CORP /MA/2,352$227K0.06%013F-HRTimeline
PROFFITT & GOODSON INC2,339$226K0.03%+66213F-HRTimeline
Richardson Capital Management LLC2,338$226K0.1%+1813F-HRTimeline
Presidio Capital Management, LLC2,329$225K0.06%-14413F-HRTimeline
Aegis Wealth Management, Inc.2,328$225K0.15%new13F-HRTimeline
ROBERTS GLORE & CO INC /IL/2,322$224K0.06%-91513F-HRTimeline
KERR FINANCIAL PLANNING Corp2,321$224K0.25%-10013F-HRTimeline
ABNER HERRMAN & BROCK LLC2,315$224K0.02%-10013F-HRTimeline
Hamilton Point Investment Advisors, LLC2,319$224K0.03%013F-HRTimeline
Ashford Advisors, LLC2,315$224K0.05%013F-HRTimeline
LEGACY SOLUTIONS, LLC2,313$223K0.18%new13F-HRTimeline
New Harbor Financial Group, LLC2,312$223K0.04%new13F-HRTimeline
Guardian Partners Inc.in group GUARDIAN CAPITAL LP2,310$223K0.02%-113F-HRTimelineGroup
Alpha Zero LLC2,286$221K0.08%new13F-HRTimeline
Sterling Wealth Management, Inc.2,289$221K0.05%new13F-HRTimeline
WoodTrust Financial Corpin group WoodTrust Financial Corp2,286$220K0.03%new13F-HRTimelineGroup
TRUSTMARK BANK TRUST DEPARTMENT2,274$220K0.01%013F-HRTimeline
LifeGoal Investments, LLC2,270$219K0.1%+1813F-HRTimeline
Wayfinding Financial, LLC2,270$219K0.08%new13F-HRTimeline
JHP Wealth Management, LLC2,260$218K0.18%new13F-HRTimeline
Adams Wealth Management2,255$218K0.04%-1,03913F-HRTimeline
CacheTech Inc.2,255$218K0.04%-1,03913F-HRTimeline
Brindle & Bay Financial Advisors, LLC2,249$217K0.11%+3113F-HRTimeline
Olde Wealth Management, LLC2,248$217K0.06%013F-HRTimeline
1900 WEALTH MANAGEMENT LLC2,246$217K0.01%new13F-HRTimeline
Bensler, LLC2,245$217K0.02%new13F-HRTimeline
HFG Advisors, Inc.2,240$216K0.13%013F-HRTimeline
TILIA FIDUCIARY PARTNERS, INC.2,229$215K0.1%new13F-HRTimeline
Lifeworks Advisors, LLC2,226$215K0.02%-80613F-HRTimeline
SageGuard Financial Group, LLC2,223$215K0.03%-1,40013F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…2,222$215K0.03%new13F-HRTimeline
E&G Advisors, LLC2,218$214K0.04%013F-HRTimeline
Capstone Financial Advisors, Inc.2,216$214K0.01%new13F-HRTimeline
LAVELLE CAPITAL LP2,211$214K0.11%013F-HRTimeline