Skip to content

IEFA ISHARES TR

Follow

SHS (fund)

2,390 managers (2,420 13F filers) reported a position in IEFA shares at 2026-03-31, 1,643,840,071 shares in all. 158 filers opened a position and 88 filers sold out during the quarter.

Managers
2,390
13F filers
2,420
New
158
Added
1,105
Reduced
757
Sold out
88
Shares held by filers
1,643,840,071

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Somerset Trust Co3,127$283K0.09%+37113F-HRTimeline
Visionary Horizons, LLC3,124$283K0.14%-21013F-HRTimeline
CAMDEN NATIONAL BANK3,122$283K0.04%-21813F-HRTimeline
Vermillion & White Wealth Management Gr…3,119$282K0.16%013F-HR/ATimeline
Austin Asset Management Co Inc3,117$282K0.05%013F-HRTimeline
MERIDIAN INVESTMENT COUNSEL INC.3,116$282K0.07%-3013F-HRTimeline
Farnam Financial LLC3,115$282K0.23%013F-HRTimeline
Capital Investment Counsel, Inc3,107$281K0.03%013F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC3,097$280K0.08%+13213F-HRTimeline
Balanced Rock Investment Advisors LLC3,097$280K0.2%-41613F-HRTimeline
Nemes Rush Group LLC3,095$280K0.03%013F-HRTimeline
Vision Retirement, LLC3,089$280K0.08%-15813F-HRTimeline
Frisch Financial Group, Inc.3,088$280K0.06%new13F-HRTimeline
Diversified Portfolios, Inc.3,086$279K0.02%013F-HRTimeline
Maple Capital Management, Inc.3,081$279K0.02%+5613F-HRTimeline
Livet Wealth, LLC3,080$279K0.18%-10713F-HRTimeline
Wilson & Boucher Capital Management, LLC3,080$279K0.18%013F-HRTimeline
Zullo Investment Group, Inc.3,079$279K0.11%+413F-HRTimeline
Upper Left Wealth Management, LLC3,073$278K0.16%-20113F-HRTimeline
Measured Wealth Private Client Group, L…3,072$278K0.08%013F-HRTimeline
Beaird Harris Wealth Management, LLC3,066$278K0.02%+8713F-HRTimeline
Plum Street Advisors, LLC3,065$277K0.1%-5313F-HRTimeline
Covington Investment Advisors Inc.3,059$277K0.04%013F-HRTimeline
Bedel Financial Consulting, Inc.3,048$276K0.03%new13F-HRTimeline
Lifeworks Advisors, LLC3,032$274K0.04%-8713F-HRTimeline
Rayburn West Financial Services LLC3,024$274K0.16%013F-HRTimeline
KOM Wealth Management Group, LLC3,022$274K0.19%+35813F-HRTimeline
Vision Capital Management, Inc.3,015$273K0.03%013F-HRTimeline
NerdWallet Wealth Partners, LLC3,014$273K0.12%-313F-HRTimeline
Insight Wealth Strategies, LLC3,009$272K0.03%013F-HRTimeline
Cassady Wealth & Retirement Planning, L…2,841$271K0.14%+2813F-HRTimeline
Washington Trust Bank2,986$270K0.02%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
McIlrath & Eck, LLC2,984$270K0.02%+1,02513F-HRTimeline
Luken Investment Analytics, LLC2,982$270K0.1%013F-HRTimeline
Breachway Investments LLC2,916$268K0.26%+5813F-HRTimeline
626 Financial, LLC2,950$267K0.12%new13F-HRTimeline
Covestor Ltd2,949$267K0.18%+8013F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC2,939$266K0.12%013F-HRTimeline
ARGENT CAPITAL MANAGEMENT LLC2,933$266K0.01%013F-HRTimeline
Fonville Wealth Management LLC2,932$265K0.05%+46213F-HRTimeline
Contango Wealth Management LLC2,917$264K0.31%new13F-HRTimeline
Bragg Financial Advisors, Inc2,916$264K0.01%+62713F-HRTimeline
Sage Capital Management, LLC2,905$263K0.12%new13F-HRTimeline
LEE DANNER & BASS INC2,905$263K0.02%013F-HRTimeline
BridgePort Financial Solutions, LLC2,904$263K0.07%-89413F-HRTimeline
Christensen, King & Associates Investme…2,900$262K0.11%-1413F-HRTimeline
SmartHarvest Portfolios, LLC2,893$262K0.11%new13F-HRTimeline
BANK OZK2,891$262K0.09%+5113F-HRTimeline
FWG Investments, LLC.2,886$261K0.17%+24613F-HRTimeline
POM Investment Strategies, LLC2,886$261K0.32%-90,53413F-HRTimeline
Nova Wealth Management, Inc.2,884$261K0.17%+1,90413F-HRTimeline
Vickerman Investment Advisors, Inc.2,876$260K0.05%+3913F-HRTimeline
AMERICAN NATIONAL BANK & TRUST2,876$260K0.02%-2313F-HRTimeline
Align Financial, LLC2,866$259K0.15%-253,52613F-HRTimeline
Baring Financial LLC2,866$259K0.16%013F-HRTimeline
Pacifica Partners Inc.2,864$259K0.09%-19413F-HRTimeline
West Wealth Group, LLC2,859$259K0.05%-27513F-HRTimeline
Integris Wealth Management, LLC2,857$259K0.06%013F-HRTimeline
CAPSTONE WEALTH MANAGEMENT GROUP, LLC2,853$258K0.11%new13F-HRTimeline
Michels Family Financial, LLC2,853$258K0.19%-13413F-HRTimeline
Sterling Investment Counsel, LLC2,851$258K0.07%new13F-HRTimeline
Indie Asset Partners, LLC2,849$258K0.29%+9413F-HRTimeline
Laurel Wealth Planning LLC2,848$258K0.14%+53413F-HRTimeline
Tiller Private Wealth, Inc.2,835$257K0.09%+14513F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.2,831$256K0.19%+1,03713F-HRTimeline
Wealth Forward, LLC2,826$256K0.14%013F-HRTimeline
Archer Investment Management, LLC2,821$255K0.11%-8,10213F-HRTimeline
Sharkey, Howes & Javer2,810$254K0.03%-2,37413F-HRTimeline
CBIZ Investment Advisory Services, LLC2,809$254K0.01%-3,53013F-HRTimeline
Knuff & Co LLC2,797$253K0.08%013F-HRTimeline
CHERRYDALE WEALTH MANAGEMENT, LLC2,783$252K0.08%+11013F-HRTimeline
Atlas Brown,Inc.2,780$252K0.08%013F-HRTimeline
Opal Wealth Advisors, LLC2,768$251K0.06%-1,19913F-HRTimeline
ETF Store, Inc.2,765$250K0.24%new13F-HRTimeline
SFG Wealth Management, LLC.2,750$249K0.1%-2113F-HRTimeline
CRUX WEALTH ADVISORS2,749$249K0.1%013F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC2,746$249K0.01%+11413F-HRTimeline
Financial Sense Advisors, Inc.2,733$247K0.05%+2413F-HRTimeline
Financial & Tax Architects, LLC2,733$247K0.06%new13F-HRTimeline
Pflug Koory, LLC2,730$247K0.11%013F-HRTimeline
Latitude Advisors, LLC2,724$247K0.11%+4013F-HRTimeline
Vigil Wealth Management, LLC2,709$245K0.2%-1613F-HRTimeline
Platform Technology Partners2,702$245K0.05%new13F-HRTimeline
Altus Wealth Group LLC2,699$244K0.1%new13F-HRTimeline
Swan Global Investments, LLCin group Swan Global Investments, LLC2,693$244K0.01%-16713F-HRTimelineGroup
Oder Investment Management, LLC2,692$244K0.19%013F-HRTimeline
Foundation Wealth Management, LLC2,687$243K0.16%+113F-HRTimeline
POINCIANA ADVISORS GROUP, LLC2,678$242K0.19%013F-HRTimeline
KRM WEALTH MANAGEMENT L.L.C.2,668$242K0.13%+3613F-HRTimeline
Elevated Financial Group LLC2,663$241K0.08%new13F-HRTimeline
Smithfield Trust Co2,651$240K0.01%013F-HRTimeline
Willis Investment Counsel2,634$238K0.01%013F-HRTimeline
NATURAL INVESTMENTS, LLC2,629$238K0.06%+1313F-HRTimeline
L.K. Benson & Company, P.C.2,616$237K0.08%new13F-HRTimeline
IFC Advisors LLC2,612$236K0.03%-59213F-HRTimeline
Oxinas Partners, LLC2,611$236K0.11%+22913F-HRTimeline
American Capital Advisory, LLC2,604$236K0.1%+6413F-HRTimeline
Tanglewood Legacy Advisors, LLC2,588$234K0.08%013F-HRTimeline
Insight Inv LLC2,583$234K0.13%-2,19813F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC2,579$233K0.04%new13F-HRTimeline
WORLD EQUITY GROUP, INC.2,577$233K0.06%-1,55413F-HRTimeline
Weaver Consulting Group2,573$233K0.06%+7113F-HRTimeline
Riverstone Advisors, LLC2,565$232K0.11%new13F-HRTimeline
SAWGRASS ASSET MANAGEMENT LLC2,564$232K0.03%-113,12513F-HRTimeline
Elite Life Management LLC2,384$232K0.29%013F-HRTimeline
Transcendent Capital Group LLC2,562$232K0.11%+1813F-HRTimeline
Fayez Sarofim & Coin group Fayez Sarofim & Co2,560$232K<0.01%013F-HRTimelineGroup
Rock Point Advisors, LLC2,558$232K0.06%-3013F-HRTimeline
Napier Financial, LLC2,553$231K0.05%new13F-HRTimeline
SeedSafe Financial LLC2,549$231K0.19%013F-HRTimeline
Rubicon Advisors, GP2,541$230K0.2%new13F-HRTimeline
OBSIDIAN CIO, LLC2,532$229K0.21%+17113F-HRTimeline
ShoreHaven Wealth Partners, LLC2,530$229K0.08%013F-HRTimeline
Foster Group, Inc.2,528$229K0.01%013F-HRTimeline
WealthBridge Capital Management, LLC2,527$229K0.05%-28713F-HRTimeline
KERR FINANCIAL PLANNING Corp2,421$228K0.16%+27913F-HR/ATimeline
Eldridge Investment Advisors, Inc.2,518$228K0.05%new13F-HRTimeline
Chesapeake Wealth Management2,518$228K0.07%new13F-HRTimeline
Fund Evaluation Group, LLC2,510$227K0.01%013F-HRTimeline
Flagship Private Wealth, LLC2,505$227K0.09%new13F-HRTimeline
CAPITAL ADVISORS INC/OK2,504$227K<0.01%+9313F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC2,378$226K0.03%new13F-HRTimeline
Gilman Hill Asset Management, LLC2,496$226K0.03%+5913F-HRTimeline
PRUDENT INVESTORS NETWORK, INC.2,486$225K0.05%013F-HRTimeline
Presidio Capital Management, LLC2,473$224K0.07%-25813F-HRTimeline
KLCM Advisors, Inc.2,451$222K0.02%new13F-HRTimeline
Bouvel Investment Partners, LLC2,437$221K0.06%013F-HRTimeline
Arbor Wealth Advisors LLC2,427$220K0.15%013F-HRTimeline
ABNER HERRMAN & BROCK LLC2,415$219K0.02%+10013F-HRTimeline
Flagstone Financial Management2,418$219K0.05%013F-HRTimeline
Tenon Financial LLC2,412$218K0.09%new13F-HRTimeline
Commonwealth Financial Services, LLC2,411$218K0.03%-103,41313F-HRTimeline
Shotwell Rutter Baer Inc2,399$217K0.13%013F-HRTimeline
Gunpowder Capital Management, LLC dba O…2,398$217K0.16%-27213F-HRTimeline
ProVise Management Group, LLC2,393$217K0.02%-2913F-HRTimeline
Inlight Wealth Management, LLC2,383$216K0.08%new13F-HRTimeline
FLC Capital Advisors2,365$214K0.04%new13F-HRTimeline
Arsenal Capital Advisors LLC2,364$214K0.16%+3313F-HRTimeline
Sincerus Advisory, LLC2,364$214K0.16%013F-HRTimeline
Meridian Wealth Partners, LLC2,362$214K0.03%new13F-HRTimeline
GenTrust, LLC2,359$214K0.01%013F-HRTimeline
HARBOR ADVISORY CORP /MA/2,352$213K0.06%013F-HRTimeline
JB Capital LLC2,327$211K0.01%013F-HRTimeline
Provident Wealth Management, LLC2,324$210K0.06%013F-HRTimeline
Onyx Bridge Wealth Group LLC2,322$210K0.02%-16013F-HRTimeline
Richardson Capital Management LLC2,320$210K0.1%013F-HRTimeline
Lakeridge Wealth Management LLC2,319$210K0.09%new13F-HRTimeline
Hamilton Point Investment Advisors, LLC2,319$210K0.03%-8513F-HRTimeline
Ashford Advisors, LLC2,315$210K0.05%013F-HRTimeline
Guardian Partners Inc.in group GUARDIAN CAPITAL LP2,311$209K0.02%+3913F-HRTimelineGroup
EVERMAY WEALTH MANAGEMENT LLC2,310$209K0.02%-15613F-HRTimeline
KFG WEALTH MANAGEMENT, LLC2,309$209K0.03%-7913F-HRTimeline
Factor Wealth Management LTD2,300$208K0.04%-15213F-HRTimeline
Valtinson Bruner Financial Planning LLC2,295$208K0.06%-19213F-HRTimeline
LifeGoal Investments, LLC2,252$207K0.12%013F-HRTimeline
Catalina Capital Group, LLC2,286$207K0.13%new13F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT2,274$206K0.01%013F-HRTimeline
IMG Wealth Management, Inc.2,273$206K0.13%-92213F-HRTimeline
Evelyn Partners Asset Management Ltdin group Evelyn Partners Group Ltd2,271$206K0.05%+1,47013F-HRTimelineGroup
PURSUE WEALTH PARTNERS LLC2,266$205K0.12%013F-HRTimeline
Clearstead Trust, LLC2,252$204K0.03%-1,12913F-HRTimeline
GREENUP STREET WEALTH MANAGEMENT LLC2,249$204K0.03%new13F-HRTimeline
NORRIS PERNE & FRENCH LLP/MI2,247$203K0.01%-2,23213F-HRTimeline
Olde Wealth Management, LLC2,248$203K0.06%-1,21713F-HRTimeline
Bienville Capital Management, LLC2,240$203K0.04%new13F-HRTimeline
HFG Advisors, Inc.2,240$203K0.14%013F-HRTimeline
Summit Financial Strategies, Inc.2,236$202K0.02%-13813F-HRTimeline
Clearwater Capital Advisors, LLC2,235$202K0.02%new13F-HRTimeline
Prosperity Planning, Inc.2,231$202K0.05%-1813F-HRTimeline
Causey Wealth LLC2,228$202K0.09%-30513F-HRTimeline
WealthTrust Axiom LLC2,219$201K0.05%-8413F-HRTimeline
Brindle & Bay Financial Advisors, LLC2,218$201K0.12%new13F-HRTimeline
E&G Advisors, LLC2,218$201K0.04%new13F-HRTimeline
Emprise Bank2,215$201K0.08%-14813F-HRTimeline
LAVELLE CAPITAL LP2,211$200K0.12%new13F-HRTimeline
Piscataqua Savings Bank2,203$199K0.14%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC2,201$199K0.01%013F-HRTimeline
Signature Equity Partners, LLC2,111$191K0.1%-10213F-HRTimeline
Gen-Wealth Partners Inc2,021$183K0.06%013F-HRTimeline
Your Advocates Ltd., LLP2,005$182K0.06%013F-HRTimeline
Nalls Sherbakoff Group, LLC2,000$181K0.13%013F-HRTimeline
Triumph Capital Management1,978$179K0.04%+2113F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co1,964$178K0.01%+46913F-HRTimelineGroup
STRATEGIC ADVISORY PARTNERS, LLC1,960$177K0.14%new13F-HRTimeline
Private Wealth Management Group, LLC1,944$176K0.05%-413F-HRTimeline
CURIO WEALTH, LLC1,912$173K0.06%-32713F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC1,773$161K0.04%new13F-HRTimeline
BFSG, LLC1,762$160K0.02%013F-HRTimeline
S.A. Mason LLC1,725$156K0.06%013F-HRTimeline
GILL CAPITAL PARTNERS, LLC1,699$154K0.04%new13F-HRTimeline
PROFFITT & GOODSON INC1,677$152K0.02%-78013F-HRTimeline
Windsor Advisory Group, LLC1,643$149K0.12%new13F-HRTimeline
LFA - Lugano Financial Advisors SA1,628$147K0.07%013F-HRTimeline
North Ridge Wealth Advisors, Inc.1,627$147K0.08%-7513F-HRTimeline
Bradley & Co. Private Wealth Management…1,617$146K0.08%013F-HRTimeline
OAKWORTH CAPITAL, INC.1,609$146K0.01%013F-HRTimeline
SJS Investment Consulting Inc.1,603$145K0.02%-25113F-HRTimeline
United Financial Planning Group LLC1,555$141K0.08%-11413F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC1,514$137K0.02%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…1,511$137K0.02%-70213F-HRTimeline