Skip to content
Disclosery

IEFA ISHARES TR

Follow

SHS (fund)

2,082 managers (2,110 13F filers) reported a position in IEFA shares at 2025-06-30, 1,448,753,616 shares in all. 149 filers opened a position and 70 filers sold out during the quarter.

Managers
2,082
13F filers
2,110
New
149
Added
1,003
Reduced
709
Sold out
70
Shares held by filers
1,448,753,616

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …600,218$50.1M0.04%-272,72313F-HRTimelineGroup
Strategic Investment Advisors / MI582,368$48.7M4.73%+58,68613F-HRTimeline
Revolve Wealth Partners, LLC580,816$48.5M6.33%-11,37113F-HRTimeline
BOK Financial Private Wealth, Inc.579,347$48.4M3.23%-15,00513F-HRTimeline
Leverty Financial Group, LLC578,398$48.3M14.41%+572,89613F-HRTimeline
RMR Wealth Builders576,384$48.1M4.37%+29,79913F-HRTimeline
WADDELL & ASSOCIATES, LLC575,695$48.1M5.13%+9,18313F-HRTimeline
MASON STREET ADVISORS, LLC571,900$47.7M5.59%-327,90013F-HRTimeline
Ironwood Wealth Management, LLC.571,299$47.7M17.41%-131,46013F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC565,130$47.2M3.36%-75113F-HRTimeline
Parcion Private Wealth LLC563,275$47M3.36%+12,06713F-HRTimeline
CAPE COD FIVE CENTS SAVINGS BANK600,693$46.9M4.29%013F-HRTimeline
BANK OF HAWAII560,227$46.8M2.47%013F-HRTimeline
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV558,980$46.7M1.03%-39,20913F-HR/ATimeline
Fusion Family Wealth, LLC558,726$46.6M3.94%+27,55113F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC556,200$46.4M5.07%+35,33613F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC555,128$46.3M0.06%+132,52913F-HRTimelineGroup
Bleakley Financial Group, LLC548,516$45.8M1.16%+462,45313F-HRTimeline
MACKENZIE FINANCIAL CORP545,449$45.5M0.06%+340,18413F-HRTimeline
CITIGROUP INCin group CITIGROUP INC544,337$45.4M0.03%-70,39413F-HRTimelineGroup
Orion Porfolio Solutions, LLC542,767$45.3M0.39%+60,66213F-HR/ATimeline
Wescott Financial Advisory Group, LLC529,251$44.2M4.23%-4,44513F-HRTimeline
AE Wealth Management LLC527,246$44M0.32%+51,76913F-HRTimeline
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCH…519,410$43.4M0.23%+145,00013F-HRTimeline
Jordan Park Group LLC518,906$43.3M2.81%+7,53613F-HRTimeline
Galvin, Gaustad & Stein, LLC515,574$43M3.71%+33,12513F-HRTimeline
Crewe Advisors LLC510,399$42.6M6.03%-2,17613F-HRTimeline
SVB WEALTH LLC504,233$42.1M2.26%-232,90713F-HRTimeline
Conrad Siegel Investment Advisors, Inc.502,711$42M9.41%+1,14813F-HRTimeline
BLB&B Advisors, LLC501,568$41.9M1.96%+31,19713F-HRTimeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…500,448$41.8M13.39%-3,40613F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC499,520$41.7M0.95%+14,15413F-HRTimeline
Northwest Quadrant Wealth Management, L…492,461$41.1M9.17%+6,83813F-HRTimeline
Beacon Pointe Advisors, LLC492,429$41.1M0.43%+8,32813F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC485,806$40.6M0.66%+39,99813F-HRTimeline
HANCOCK WHITNEY CORP476,796$39.8M0.76%+26,14913F-HRTimeline
CUTLER INVESTMENT COUNSEL LLC476,131$39.7M4.42%+9,63913F-HRTimeline
Pacific Capital Wealth Advisors, Inc.479,014$39.6M7.26%-94,55913F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding466,635$39M-9,701Timeline
Stash Investments, LLC460,224$38.4M18.23%+16,34613F-HRTimeline
Strategies Wealth Advisors, LLC459,996$38.4M4.19%-28,85013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC477,103$38.3M0.15%+41,61213F-HRTimelineGroup
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC457,800$38.2M0.02%+144,20013F-HRTimelineGroup
MCF Advisors LLC457,177$38.2M2.52%+22,17613F-HRTimeline
Global Wealth Strategies & Associates456,535$38.1M10.91%-9,16513F-HRTimeline
Summit Financial, LLC454,759$38M0.86%+134,08613F-HRTimeline
Heck Capital Advisors, LLC444,834$37.1M3.19%+36,28613F-HRTimeline
Probity Advisors, Inc.444,717$37.1M6.52%-44013F-HRTimeline
Turtle Creek Wealth Advisors, LLC443,614$37M4.37%+24,63013F-HRTimeline
WHITTIER TRUST CO436,040$36.4M0.44%+17,84313F-HRTimeline
Curi Capital, LLC433,613$36.2M0.69%+187,55813F-HRTimeline
Acropolis Investment Management, LLC430,338$35.9M1.97%+6,21313F-HRTimeline
CWM, LLCin group CWM, LLC430,314$35.9M0.13%+34,13313F-HRTimelineGroup
Crestwood Advisors Group, LLC424,788$35.5M0.64%+5,33113F-HRTimeline
STERLING INVESTMENT ADVISORS LLC /ADV424,089$35.4M18.43%-17,73313F-HRTimeline
Private Advisor Group, LLC420,535$35.1M0.19%+109,81513F-HRTimeline
CONDOR CAPITAL MANAGEMENT419,621$35M3.04%+21813F-HRTimeline
World Investment Advisors413,047$34.5M0.78%+18,30313F-HRTimeline
NEW ENGLAND ASSET MANAGEMENT INC412,655$34.4M5.36%+54,55513F-HRTimeline
Cranbrook Wealth Management, LLC409,595$34.2M7.3%-10,22313F-HRTimeline
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC404,491$33.8M0.07%-104,61913F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…400,763$33.5M0.65%+54,79513F-HRTimelineGroup
Smith & Howard Wealth Management, LLC399,839$33.4M8.47%+9,57513F-HRTimeline
OLD NATIONAL BANCORP /IN/398,183$33.2M0.59%+126,58013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC389,575$32.5M0.3%+94,62513F-HRTimelineGroup
Shelter Mutual Insurance Cogroup of 2 filers holding384,837$32.1M0Timeline
Ritter Daniher Financial Advisory LLC /…380,470$31.8M7.8%-6,32813F-HRTimeline
Archford Capital Strategies, LLC377,011$31.5M4.02%+1,72313F-HRTimeline
SIMON QUICK ADVISORS, LLC375,937$31.4M1.59%+270,68913F-HR/ATimeline
iA Global Asset Management Inc.375,802$31.4M0.47%-123,33313F-HRTimeline
Tarbox Family Office, Inc.374,616$31.3M4.7%-4,65913F-HRTimeline
CFO4Life Group, LLC373,990$31.2M4.88%+40,48113F-HRTimeline
Ironsides Asset Advisors, LLC370,808$31M8.98%+1,14913F-HRTimeline
MassMutual Private Wealth & Trust, FSB369,596$30.9M0.82%+16,83513F-HRTimeline
Empire Life Investments Inc.366,417$30.6M1.94%-19,05213F-HRTimeline
COMMERCE BANKin group COMMERCE BANK365,626$30.5M0.18%+83,25813F-HRTimelineGroup
Resonant Capital Advisors, LLC363,436$30.3M1.94%+13,93413F-HRTimeline
Robertson Stephens Wealth Management, L…362,679$30.2M1.05%+76,77613F-HRTimeline
University of Massachusetts Foundation,…359,506$30M15.11%013F-HRTimeline
Farther Finance Advisors, LLC358,276$29.9M0.6%+45,31613F-HRTimeline
Mesirow Financial Investment Management…358,193$29.9M0.58%+25,52413F-HRTimeline
Beacon Bank & Trust354,248$29.6M6.75%+5,90113F-HRTimeline
Bull Oak Capital, LLC354,110$29.6M13.47%+4,13513F-HRTimeline
Opus Capital Group, LLC353,472$29.5M3.53%-52113F-HRTimeline
Montis Financial, LLC352,924$29.5M8.19%-2,62613F-HRTimeline
Bare Financial Services, Inc351,813$29.4M9.91%+28,97913F-HRTimeline
GREAT LAKES ADVISORS, LLC351,770$29.4M0.25%+4,85613F-HRTimeline
JSF Financial, LLC345,055$28.8M6.85%+51,20213F-HRTimeline
Long Run Wealth Advisors, LLC342,690$28.6M6%+11,36613F-HRTimeline
Marion Wealth Management342,664$28.6M7.16%+3,01413F-HRTimeline
Shoker Investment Counsel, Inc.341,944$28.5M8.95%+17,48613F-HRTimeline
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC340,959$28.5M0.31%013F-HRTimelineGroup
Dynamic Advisor Solutions LLC340,431$28.4M0.88%+8,41613F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC337,031$28.1M2.61%-7,78913F-HRTimeline
Community Bank, N.A.335,159$28M3.68%-45,12413F-HRTimeline
Global Retirement Partners, LLC331,532$27.7M0.69%13F-HRTimeline
JFS WEALTH ADVISORS, LLC324,150$27.1M1.72%+8,11813F-HRTimeline
Financial Engines Advisors L.L.C.323,646$27M0.05%-46,14013F-HRTimeline
Tull Financial Group, Inc.319,597$26.7M12.14%+17,14213F-HRTimeline
Portland Global Advisors LLC318,081$26.6M3.13%+12,28413F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…317,587$26.5M1.03%-3,81813F-HRTimelineGroup
Dean, Jacobson Financial Services, LLC314,601$26.3M20.31%-16,45613F-HRTimeline
Apella Capital, LLC317,608$26.2M0.71%+54,60013F-HRTimeline
RPTC Inc.312,057$26.1M4.58%-6,19913F-HRTimeline
Grove Bank & Trust309,195$25.8M3.22%+110,09013F-HRTimeline
New Perspectives, Inc305,854$25.5M12.63%+5,40613F-HRTimeline
GHP Investment Advisors, Inc.302,859$25.3M1.12%+7,27813F-HRTimeline
Wela Strategies, Inc.300,993$25.1M9.92%+2,19313F-HRTimeline
MBL Wealth, LLC300,755$25.1M2.4%+6,03713F-HRTimeline
Financial Advocates Investment Manageme…299,399$25M2.04%new13F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…298,476$24.9M0.05%-160,08813F-HR/ATimelineGroup
Fort Point Capital Partners LLC298,249$24.9M2.5%+19,31913F-HRTimeline
Neumann Capital Management, LLC295,280$24.6M7.75%-45913F-HRTimeline
DT Investment Partners, LLC294,919$24.6M2.21%+133,67313F-HRTimeline
Twele Capital Management, Inc.292,510$24.4M4.84%-6,47013F-HRTimeline
CW Advisors, LLC288,092$24.1M0.23%+4,97713F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management295,411$23.9M0.86%-57,71213F-HRTimelineGroup
West Financial Advisors, LLC285,430$23.8M4.15%+8,34213F-HRTimeline
WASHINGTON TRUST Co284,563$23.8M0.84%+6,71913F-HRTimeline
Great Diamond Partners, LLC283,384$23.7M5%+3,06413F-HRTimeline
Sovereign Investment Advisors, LLC282,500$23.6M6.49%+50,57513F-HRTimeline
RATIONAL ADVISORS, INC.281,232$23.5M2.33%+97,04713F-HRTimeline
Martel Wealth Advisors LLC280,052$23.4M4.33%-14,06213F-HRTimeline
Trek Financial, LLC279,391$23.3M1.56%-178,90113F-HRTimeline
Broadview Financial Management, LLC279,212$23.3M15.83%+10,20213F-HRTimeline
Iowa State Bank276,697$23.1M4.6%-6,62713F-HRTimeline
Pine Ridge Advisers LLC275,902$23M1.47%013F-HRTimeline
Atlantic Edge Private Wealth Management…274,350$22.9M6.29%-4813F-HRTimeline
Venture Visionary Partners LLC273,898$22.9M0.86%-4313F-HRTimeline
Bishop & Co Investment Management, LLC273,399$22.8M8.2%-33,68913F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK271,091$22.7M0.05%+3,76313F-HRTimelineGroup
COURIER CAPITAL LLC271,050$22.6M1.37%+29,77513F-HRTimeline
Affiance Financial, LLC269,604$22.5M4.57%+22,18613F-HRTimeline
Abundance Wealth Counselors269,624$22.3M4.18%-11,12713F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC265,494$22.2M1.56%-4,44513F-HRTimeline
S. R. Schill & Associates263,196$22M16.19%+24,09913F-HRTimeline
Waterloo Capital, L.P.261,494$21.8M1.76%+29,63513F-HRTimeline
MIdWestOne Financial Group, Inc.260,198$21.7M2.82%+25,68413F-HRTimeline
Waterway Wealth Management, LLC258,139$21.5M6.52%+244,23713F-HRTimeline
ENCOMPASS WEALTH ADVISORS, LLC257,837$21.5M7.89%+10,42413F-HRTimeline
Towercrest Capital Management256,688$21.4M3.82%+2,53813F-HRTimeline
FIRST NATIONAL BANK & TRUST CO OF NEWTO…256,439$21.4M4.29%+41613F-HRTimeline
NorthLanding Financial Partners, LLC253,811$21.2M18.76%+3,03013F-HRTimeline
STRATEGIC INVESTMENT MANAGEMENT, LLC253,710$21.2M11.35%-43,47013F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC253,563$21.2M1.16%+5,04913F-HRTimeline
Geneos Wealth Management Inc.253,487$21.2M0.52%-273,70613F-HRTimeline
MTC Wealth Management LLC253,195$21.1M10.16%-6,40813F-HRTimeline
EP Wealth Advisors, LLC251,779$21M0.14%+140,12213F-HRTimeline
Freedom Investment Management, Inc.251,018$21M1.67%+14,14413F-HRTimeline
Waverly Advisors, LLC250,124$20.9M0.23%+64,85113F-HRTimeline
NewEdge Wealth, LLC245,498$20.6M0.32%+110,26013F-HRTimeline
O'Dell Group, LLC246,367$20.6M5.13%+6,43713F-HRTimeline
ZACKS INVESTMENT MANAGEMENT245,250$20.5M0.18%-11,62413F-HRTimeline
Hudson Capital Management LLC244,827$20.4M5.8%-10,62313F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC242,287$20.2M0.03%-84313F-HRTimelineGroup
Integrated Advisors Network LLC241,194$20.1M0.91%+2,59713F-HRTimeline
Larson Financial Group LLC240,785$20.1M0.81%-232,37113F-HRTimeline
WEST PACES ADVISORS INC.239,927$20M4.26%-21,35813F-HRTimeline
Wealth Architects, LLC239,042$20M2.03%+10,38413F-HRTimeline
First Citizens Asset Management, Inc.238,776$19.9M7.07%-4,59813F-HR/ATimeline
Apollon Wealth Management, LLCgroup of 2 filers holding238,638$19.9M-16,259Timeline
Beacon Harbor Wealth Advisors, Inc.236,696$19.8M4.93%-26,25313F-HRTimeline
Gladstone Institutional Advisory LLC236,391$19.7M0.82%+40,40013F-HRTimeline
Stephens Consulting, LLC235,193$19.6M4.69%-53,36913F-HRTimeline
MYCIO WEALTH PARTNERS, LLC235,020$19.6M4.53%-4,09113F-HRTimeline
Guidance Point Advisors, LLC231,992$19.4M4.98%+1,69613F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC231,822$19.4M1.05%-27813F-HRTimeline
IFG Advisory, LLC231,645$19.3M0.97%+22,33513F-HRTimeline
Arvest Bank Trust Division230,262$19.2M1.12%-17,84013F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC229,935$19.2M0.58%+59,52913F-HRTimeline
IEQ CAPITAL, LLC228,977$19.1M0.12%+20,37213F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC228,126$19M0.1%+76,32913F-HRTimelineGroup
Texas Yale Capital Corp.228,051$19M0.62%+75413F-HRTimeline
VestGen Advisors, LLC229,304$19M0.76%+18,66113F-HRTimeline
Ullmann Wealth Partners Group, LLC225,778$18.8M2.23%+28,87413F-HRTimeline
Sowell Financial Services LLC225,067$18.8M0.77%+9,98913F-HRTimeline
Strategic Point Investment Advisors, LLC224,766$18.8M2.89%-2,02213F-HRTimeline
LCNB CORP224,572$18.7M6.6%-1,03413F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp224,499$18.7M0.53%+15,39813F-HRTimelineGroup
Conservest Capital Advisors, Inc.224,378$18.7M1.85%+7,77213F-HRTimeline
RIVERSEDGE ADVISORS, LLC223,604$18.7M3.65%-40,82713F-HRTimeline
AlphaCore Capital LLC222,250$18.6M0.71%+39,98413F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC222,233$18.6M1.37%+3,51813F-HRTimeline
Argent Advisors, Inc.222,039$18.5M5.73%+2,13513F-HRTimeline
McAdam, LLC218,188$18.2M1%+61,55213F-HRTimeline
WBH ADVISORY INC217,610$18.2M1.55%+14,21013F-HRTimeline
Salus Financial Advisors, LLC217,300$18.1M12.19%+194,70313F-HRTimeline
ROGCO, LP216,902$18.1M6.82%-3,22313F-HRTimeline
SYNOVUS FINANCIAL CORP215,110$18M0.22%+23,13713F-HRTimeline
Atria Wealth Solutions, Inc.212,827$17.8M0.4%-156,51713F-HRTimeline
LINCOLN CAPITAL CORP210,799$17.6M6.76%+4,62113F-HRTimeline
Marietta Wealth Management, LLC208,321$17.4M2.27%+3,07013F-HRTimeline
Main Management LLCin group Main Management ETF Advisors,…208,203$17.4M1.37%+5,13013F-HRTimelineGroup
Bahl & Gaynor LLC207,657$17.3M0.09%-1,31613F-HRTimeline
Rialto Wealth Management, LLC206,743$17.3M4.82%+18,04613F-HRTimeline
Core Wealth Advisors, Inc.206,376$17.2M4.95%+49713F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.206,334$17.2M0.06%+23,96213F-HRTimelineGroup
PEAPACK GLADSTONE FINANCIAL CORP206,180$17.2M0.24%-9,15913F-HRTimeline
Coastline Trust Co205,766$17.2M1.97%+66,17413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Symphony Financial, Ltd. Co.185,970$17.1M2.24%+26,63313F-HR/ATimeline