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Disclosery

IEFA ISHARES TR

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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
CONDOR CAPITAL MANAGEMENT707,313$68.3M5.12%+61,80313F-HRTimeline
Orgel Wealth Management, LLC706,882$68.3M1.29%+4,48613F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC692,556$66.9M0.02%+241,91113F-HRTimelineGroup
Cabot-Wellington, LLC689,947$66.6M17.56%-21,09713F-HRTimeline
Jordan Park Group LLC686,229$66.3M3.36%+31,30613F-HRTimeline
SOUTHERN FARM BUREAU LIFE INSURANCE685,189$66.2M6.33%013F-HRTimeline
Crewe Advisors LLC660,188$63.8M4.62%+46,35613F-HRTimeline
71 West Capital Partners656,894$63.4M2.19%+186,99613F-HRTimeline
WADDELL & ASSOCIATES, LLC654,514$63.2M3.13%+7,09813F-HRTimeline
Brickley Wealth Management653,903$63.2M9.07%+40,29113F-HRTimeline
Colony Family Offices, LLC652,458$63M13.85%+17813F-HRTimeline
GREAT LAKES ADVISORS, LLC650,061$62.8M0.48%+11,41213F-HRTimeline
Northwest Quadrant Wealth Management, L…649,061$62.7M11.61%+16,59213F-HRTimeline
Parallel Advisors, LLC639,580$61.8M0.94%-26,01813F-HRTimeline
CAPE COD FIVE CENTS SAVINGS BANK638,057$61.6M5.01%13F-HRTimeline
MASON STREET ADVISORS, LLC634,753$61.3M5.52%-76,24413F-HRTimeline
Leverty Financial Group, LLC633,643$61.2M11.9%+20,10413F-HRTimeline
Orion Porfolio Solutions, LLC623,045$60.2M0.46%-46,74613F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC622,624$60.1M3.26%+27,46413F-HRTimeline
NEW ENGLAND ASSET MANAGEMENT INC609,070$58.8M6.81%+3,85013F-HRTimeline
Farther Finance Advisors, LLC607,759$58.7M0.46%-26,56013F-HRTimeline
Crestwood Advisors Group, LLC603,713$58.3M0.86%+6,17513F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC596,260$57.8M1.08%+17,16813F-HRTimeline
Parkside Investments, LLC594,046$57.4M6.36%-2,01113F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …587,914$56.8M0.04%-11,00013F-HR/ATimelineGroup
Ledyard National Bank582,039$56.2M4.51%-9,75513F-HRTimeline
WHITTIER TRUST CO571,060$56.1M0.55%+38,65513F-HRTimeline
Fusion Family Wealth, LLC576,900$55.7M3.7%-7,77313F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC575,931$55.6M0.67%-62,40613F-HRTimelineGroup
VALLEY FORGE INVESTMENT CONSULTANTS INC…564,841$54.6M14.05%+30,90113F-HRTimeline
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO560,000$54.1M2.14%013F-HRTimeline
COMMERCE BANKin group COMMERCE BANK555,218$53.6M0.24%+24,09813F-HRTimelineGroup
KINTRA WEALTH, LLC527,521$53.4M2.79%+67,17213F-HRTimeline
BANK OF HAWAII545,285$52.7M2.6%-20,84313F-HRTimeline
Stash Investments, LLC544,042$52.5M16.94%+31,43313F-HRTimeline
Summit Financial, LLC543,437$52.5M0.58%-22,78713F-HRTimeline
Wescott Financial Advisory Group, LLC541,423$52.3M4.05%+31,75613F-HRTimeline
Integrated Wealth Concepts LLC541,003$52.3M0.34%-160,67113F-HR/ATimeline
BOK Financial Private Wealth, Inc.539,455$52.1M2.67%-6,71113F-HRTimeline
SVB WEALTH LLC535,683$51.7M3.26%+27,29813F-HRTimeline
Shepherd Financial Partners LLC534,513$51.6M4.24%-52,27413F-HRTimeline
MCF Advisors LLC533,982$51.6M1.84%+157,77013F-HRTimeline
Revolve Wealth Partners, LLC532,594$51.4M5.35%+10,10213F-HRTimeline
EARNED WEALTH ADVISORS, LLC529,634$51.2M3.3%+33,51413F-HRTimeline
Smartleaf Asset Management LLC530,623$51.1M1.66%013F-HRTimeline
Pacific Capital Wealth Advisors, Inc.518,409$50.1M7.55%+18,99513F-HRTimeline
Apella Capital, LLC513,616$49.8M0.7%+26,44813F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC504,846$48.8M0.61%-5,26913F-HRTimeline
ISTHMUS PARTNERS, LLC504,019$48.7M4.71%-6,80913F-HRTimeline
Global Wealth Strategies & Associates503,820$48.7M9.22%+17,03413F-HRTimeline
CUTLER INVESTMENT COUNSEL LLC497,532$48.1M4.52%+6,71013F-HRTimeline
Octavia Wealth Advisors, LLC495,563$47.9M4.13%+35,72313F-HRTimeline
VICUS CAPITAL495,223$47.8M3.09%+7,41713F-HRTimeline
Galvin, Gaustad & Stein, LLC492,115$47.5M3.51%+11,05013F-HRTimeline
Bishop & Co Investment Management, LLC491,811$47.5M14.62%+3,28913F-HRTimeline
BLB&B Advisors, LLC491,224$47.4M1.74%+8,09613F-HRTimeline
Atria Investments, Inc491,194$47.4M0.48%-65,16813F-HRTimeline
Abundance Wealth Counselors481,054$46.5M3.02%+221,88213F-HRTimeline
1832 Asset Management L.P.480,723$46.4M0.06%-696,53213F-HRTimeline
HANCOCK WHITNEY CORP473,780$45.8M0.76%-61,42613F-HRTimeline
Probity Advisors, Inc.466,357$45M6.44%+5,67613F-HRTimeline
CBM Financial, LLC465,364$44.8M26.65%+17,04713F-HRTimeline
Archford Capital Strategies, LLC462,639$44.7M4.52%+30,65613F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.455,855$44M0.14%-427,58513F-HRTimelineGroup
Mesirow Financial Investment Management…453,492$43.8M0.69%+13,86813F-HRTimeline
Merit Financial Group, LLC451,864$43.6M0.27%-89,62713F-HR/ATimeline
Fort Point Capital Partners LLC450,986$43.6M4.65%+26,14313F-HRTimeline
CITIGROUP INCin group CITIGROUP INC445,714$43M0.02%+22,28813F-HRTimelineGroup
Waverly Advisors, LLC444,851$43M0.25%+128,44513F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding437,599$42.3M-1,931Timeline
Center for Financial Planning, Inc.433,664$41.9M3.91%-1,97013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC425,341$41.7M0.12%+189,23413F-HRTimelineGroup
Acropolis Investment Management, LLC429,200$41.5M1.64%-20,37713F-HR/ATimeline
Smith & Howard Wealth Management, LLC421,643$40.7M8.38%+7,47613F-HRTimeline
Empire Life Investments Inc.421,505$40.7M2.27%+36,21413F-HRTimeline
Global Retirement Partners, LLC419,080$40.5M0.62%13F-HRTimeline
Vestmark Advisory Solutions, Inc.418,281$40.4M0.38%+36,02813F-HRTimeline
SCOTIA CAPITAL INC.413,668$40M0.15%+33,41413F-HRTimeline
STERLING INVESTMENT ADVISORS LLC /ADV412,090$39.8M17.88%+8,27213F-HRTimeline
MassMutual Private Wealth & Trust, FSB405,071$39.1M1.01%+26,33113F-HRTimeline
Affiance Financial, LLC404,972$39.1M5.63%+24,00813F-HRTimeline
Heck Capital Advisors, LLC404,874$39.1M2.34%-11,04913F-HRTimeline
Bull Oak Capital, LLC403,026$38.9M12.97%+21,11913F-HRTimeline
Resonant Capital Advisors, LLC402,022$38.8M1.86%-4,31413F-HRTimeline
Private Advisor Group, LLC399,230$38.6M0.18%-64,22413F-HRTimeline
Cranbrook Wealth Management, LLC396,052$38.3M7.16%+71613F-HRTimeline
Pathway Financial Advisors LLC388,506$37.8M4.41%+20,49613F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …391,221$37.8M0.26%+13,88813F-HRTimelineGroup
Apollon Wealth Management, LLCgroup of 2 filers holding390,106$37.7M+17,661Timeline
Ritter Daniher Financial Advisory LLC /…388,888$37.6M5.72%+3,70913F-HRTimeline
Bare Financial Services, Inc387,397$37.4M8.58%+7,19413F-HRTimeline
Dynamic Advisor Solutions LLC386,991$37.4M1.06%+31,29113F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC384,856$37.2M2.82%+9,68713F-HRTimeline
Shelter Mutual Insurance Cogroup of 2 filers holding384,837$37.2M0Timeline
Geneos Wealth Management Inc.382,333$36.9M0.75%+74113F-HRTimeline
Purpose Unlimited Inc.in group Purpose Unlimited Inc.379,053$36.6M1.4%+14,70013F-HRTimelineGroup
Grove Bank & Trust376,422$36.4M3.61%+42,66613F-HRTimeline
CFO4Life Group, LLC375,853$36.3M4.89%-3,34213F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC374,427$36.2M0.17%+15,11313F-HRTimeline
McKinley Carter Wealth Services, Inc.368,453$35.6M1.84%-8,21613F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC367,626$35.5M0.66%-1,31513F-HRTimeline
Urban Financial Advisory Corp362,733$35M9.65%+227,19413F-HRTimeline
NewEdge Wealth, LLC362,466$35M0.35%+5,36913F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC362,178$35M0.22%-77,78513F-HRTimelineGroup
Beacon Bank & Trust360,832$34.8M6.64%-5,33613F-HR/ATimeline
Shoker Investment Counsel, Inc.360,045$34.8M8.73%+17,35613F-HRTimeline
Portland Global Advisors LLC358,502$34.6M3.29%+6,25413F-HRTimeline
Financial Engines Advisors L.L.C.357,035$34.5M0.06%-2,55813F-HRTimeline
Tennessee Valley Asset Management Partn…354,010$34.2M3.77%+8,86613F-HRTimeline
Iowa State Bank352,924$34.1M5.7%+7,49413F-HRTimeline
Venture Visionary Partners LLC348,080$33.6M0.94%+72,08913F-HRTimeline
SIMON QUICK ADVISORS, LLC347,495$33.6M1.36%-4,20413F-HRTimeline
Liquid Strategies, LLC347,344$33.5M4.58%+55,06913F-HRTimeline
Ironsides Asset Advisors, LLC346,378$33.5M7.84%+3,67213F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC345,593$33.4M0.59%+19,96813F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC345,301$33.3M0.65%+16,80613F-HRTimelineGroup
Marion Wealth Management343,708$33.2M6.77%+4,72913F-HRTimeline
JFS WEALTH ADVISORS, LLC342,642$33.1M1.65%-1,56913F-HRTimeline
New Perspectives, Inc342,517$33.1M10.15%+15,29813F-HRTimeline
MTC Wealth Management LLC342,326$33.1M14.83%-5,11013F-HRTimeline
OLD NATIONAL BANCORP /IN/341,806$33M0.66%+8,65013F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC338,800$32.7M0.01%-49,30013F-HRTimelineGroup
Towercrest Capital Management331,636$32M4.46%+37,29613F-HRTimeline
Coastline Trust Co331,526$32M2.84%+8,33713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Tull Financial Group, Inc.329,996$31.9M12.47%+10,03413F-HRTimeline
Empowered Funds, LLC329,152$31.8M0.17%-3,03113F-HRTimeline
World Investment Advisors348,586$31.8M0.53%-14,88513F-HRTimeline
ELEMENT POINTE ADVISORS, LLC328,745$31.8M5.11%+11,60113F-HRTimeline
Sovereign Investment Advisors, LLC326,439$31.5M5.92%+5,21113F-HRTimeline
Regent Peak Wealth Advisors LLC322,722$31.2M5.77%+4,92313F-HRTimeline
Conrad N. Hilton Foundation320,986$31M5.39%013F-HRTimeline
Community Bank, N.A.319,923$30.9M3.34%-16,16113F-HRTimeline
Dean, Jacobson Financial Services, LLC319,298$30.8M16.97%-2,92313F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management319,116$30.8M0.93%+2,66313F-HRTimelineGroup
PEAPACK GLADSTONE FINANCIAL CORP318,832$30.8M0.35%+10,42513F-HRTimeline
WASHINGTON TRUST Co318,667$30.8M0.96%+2,06813F-HRTimeline
MV CAPITAL MANAGEMENT, INC.318,525$30.8M2.73%+31,54713F-HR/ATimeline
GHP Investment Advisors, Inc.317,111$30.6M1.13%+7,59713F-HRTimeline
Perigon Wealth Management, LLC316,752$30.6M0.48%+78,39513F-HRTimeline
MBL Wealth, LLC316,152$30.5M2.09%+3,29313F-HRTimeline
RPTC Inc.315,891$30.5M5.14%+4,39413F-HRTimeline
iA Global Asset Management Inc.313,949$30.3M0.36%-22,51413F-HRTimeline
Capital Investment Advisors, LLC311,192$30.1M0.4%+48313F-HRTimeline
Twele Capital Management, Inc.305,116$29.5M4.81%+5,39213F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/301,186$29.1M0.03%-106,75313F-HRTimelineGroup
Vise Technologies, Inc.299,991$29M0.33%+110,13213F-HRTimeline
Salus Financial Advisors, LLC298,638$28.8M14.22%+32,95213F-HRTimeline
DT Investment Partners, LLC293,895$28.4M2.12%+2,46813F-HRTimeline
West Financial Advisors, LLC290,065$28M4.25%+4,09513F-HRTimeline
ENCOMPASS WEALTH ADVISORS, LLC289,422$28M8.51%+11,27413F-HRTimeline
Strategies Wealth Advisors, LLC289,181$27.9M2.5%-42,26013F-HRTimeline
Quantinno Capital Management LP287,236$27.7M0.03%+45,63413F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding286,216$27.7M+139,274Timeline
Montis Financial, LLC286,757$27.7M5.66%-5,15613F-HRTimeline
Tarbox Family Office, Inc.285,923$27.6M3.96%-6,23113F-HRTimeline
Northwest & Ethical Investments L.P.284,870$27.5M0.64%new13F-HRTimeline
Great Diamond Partners, LLC284,116$27.4M4.72%+1,73213F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp283,379$27.4M0.65%+2,95213F-HRTimelineGroup
Atlantic Edge Private Wealth Management…282,364$27.3M5.6%-8,53213F-HRTimeline
RWA WEALTH PARTNERS, LLC280,240$27.1M0.26%+132,42013F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.282,264$26.9M0.03%+63,41413F-HRTimelineGroup
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC278,220$26.9M0.86%+1,24813F-HRTimelineGroup
Pine Ridge Advisers LLC275,902$26.6M1.64%013F-HRTimeline
EP Wealth Advisors, LLC273,400$26.4M0.1%-10613F-HRTimeline
Rialto Wealth Management, LLC272,923$26.4M5.22%+18,17413F-HRTimeline
WEST PACES ADVISORS INC.270,561$26.1M4.38%+5,08513F-HRTimeline
IFG Advisory, LLC267,138$25.8M0.9%new13F-HRTimeline
NorthLanding Financial Partners, LLC266,783$25.8M17.83%+8,33413F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC266,087$25.7M1.49%-7,71913F-HRTimeline
10Elms LLP265,471$25.6M10.85%+78,25513F-HRTimeline
S. R. Schill & Associates265,375$25.6M15.47%+19,77913F-HRTimeline
IEQ CAPITAL, LLC261,365$25.2M0.12%-6,81313F-HRTimeline
Broadview Financial Management, LLC260,496$25.2M15.36%+2,35713F-HRTimeline
BECKER CAPITAL MANAGEMENT INC259,662$25.1M0.67%+6,69913F-HRTimeline
WLTH Capital Management, LLC259,370$25M16.06%+50,44113F-HRTimeline
INSPIRE TRUST CO, N.A.259,000$25M3.44%013F-HRTimeline
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPin group ARROWSTREET CAPITAL, LIMITED …258,902$25M0.01%-74,98013F-HRTimelineGroup
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…257,232$24.8M0.82%+37,97813F-HRTimelineGroup
MONEY CONCEPTS CAPITAL CORP257,120$24.8M1.15%+10,67613F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC255,537$24.7M0.04%-6,56213F-HRTimelineGroup
LCNB CORP255,285$24.7M7.56%+2,75213F-HRTimeline
Hudson Capital Management LLC254,966$24.6M5.95%-1,61513F-HRTimeline
Martel Wealth Advisors LLC254,771$24.6M3.87%-4,48913F-HRTimeline
NEPC LLC253,188$24.5M0.46%+1813F-HRTimeline
WCG Wealth Advisors LLC252,989$24.4M0.58%+2,67013F-HRTimeline
FIRST MANHATTAN CO. LLC.251,762$24.3M0.06%+68,18513F-HRTimeline
Arax Advisory Partners251,175$24.3M0.16%+198,39213F-HRTimeline
INSTRUMENTAL WEALTH, LLC249,690$24.1M12.21%+13,57713F-HRTimeline
Compound Planning, Inc.249,619$24.1M0.63%+2,49213F-HRTimeline
PRIVATE CLIENT SERVICES, LLC249,505$24.1M6.32%+17,73613F-HRTimeline
Astra Wealth Partners LLC248,365$24M13.36%+11,51613F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC247,779$23.9M4.89%+30,26013F-HRTimeline
Ashton Thomas Private Wealth, LLC247,653$23.9M0.5%+1,00613F-HRTimeline
MYCIO WEALTH PARTNERS, LLC247,421$23.9M4.47%+2,87113F-HRTimeline
Legacy Wealth Partners, LLC246,985$23.9M5.36%-26,50813F-HRTimeline
Sowell Financial Services LLC246,223$23.8M0.78%+2,62213F-HRTimeline
Mann Financial Group, Inc.245,062$23.7M19.81%+1,15713F-HRTimeline
One Capital Management, LLC258,802$23.4M0.65%013F-HRTimeline
Guidance Point Advisors, LLC240,817$23.3M4.91%+5,89813F-HRTimeline
Texas Yale Capital Corp.240,154$23.2M0.5%+1,93213F-HRTimeline