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Disclosery

IEFA ISHARES TR

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SHS (fund)

2,325 managers (2,353 13F filers) reported a position in IEFA shares at 2025-12-31, 1,541,070,716 shares in all. 130 filers opened a position and 60 filers sold out during the quarter.

Managers
2,325
13F filers
2,353
New
130
Added
1,099
Reduced
658
Sold out
60
Shares held by filers
1,541,070,716

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Parallel Advisors, LLC653,305$58.4M1.07%+65913F-HRTimeline
Colony Family Offices, LLC650,927$58.2M14.54%+13,56213F-HRTimeline
RMR Wealth Builders650,800$58.2M4.66%+46,31813F-HRTimeline
McKinley Carter Wealth Services, Inc.647,233$57.9M3.24%-204,54213F-HRTimeline
Integrated Wealth Concepts LLC641,554$57.4M0.68%-17,73913F-HRTimeline
Composition Wealth, LLC634,709$56.8M0.81%-10,20513F-HRTimeline
Jordan Park Group LLC631,318$56.5M3.27%+18,07213F-HRTimeline
Northwest Quadrant Wealth Management, L…625,429$56M11.57%+23,86313F-HRTimeline
WADDELL & ASSOCIATES, LLC622,821$55.7M3.76%+18,31313F-HRTimeline
Beacon Pointe Advisors, LLC614,188$54.9M0.39%+52,13213F-HRTimeline
Brickley Wealth Management608,255$54.4M9.17%-1,13513F-HRTimeline
Leverty Financial Group, LLC602,012$53.9M12.88%+32,55613F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC597,678$53.5M3.29%+24,23213F-HRTimeline
Ledyard National Bank590,540$52.8M4.55%-5,46613F-HRTimeline
Merit Financial Group, LLC587,729$52.6M0.42%-51,31813F-HRTimeline
Fusion Family Wealth, LLC585,876$52.4M3.97%+23,79413F-HRTimeline
Revolve Wealth Partners, LLC583,284$52.2M6.13%+2,46213F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …578,914$51.8M0.04%-1,378,31913F-HRTimelineGroup
Atria Investments, Inc577,553$51.7M0.59%-23,74813F-HRTimeline
NEW ENGLAND ASSET MANAGEMENT INC577,270$51.6M6.75%+19,25013F-HRTimeline
BANK OF HAWAII560,049$50.1M2.48%-2513F-HRTimeline
Turtle Creek Wealth Advisors, LLC554,647$49.6M3.91%+5,08213F-HRTimeline
Bleakley Financial Group, LLC554,325$49.6M0.86%+64,94213F-HRTimeline
Crewe Advisors LLC551,109$49.3M4.37%+23,36913F-HRTimeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…550,722$49.3M14.33%+5,94213F-HRTimeline
BOK Financial Private Wealth, Inc.547,297$49M3%-19,37313F-HRTimeline
Robertson Stephens Wealth Management, L…546,724$48.9M1.38%+76,39213F-HRTimeline
Venturi Wealth Management, LLC545,376$48.8M2.17%-719,89013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…542,118$48.6M0.09%+14,90213F-HRTimelineGroup
WHITTIER TRUST CO OF NEVADA INC526,340$48.2M1%+5,95613F-HRTimeline
CITIGROUP INCin group CITIGROUP INC534,828$47.8M0.03%-45,51613F-HRTimelineGroup
SVB WEALTH LLC533,965$47.8M2.82%+58,48213F-HRTimeline
CONDOR CAPITAL MANAGEMENT527,353$47.2M3.82%-5,65113F-HRTimeline
Wescott Financial Advisory Group, LLC526,343$47.1M4.11%-2,44613F-HRTimeline
CAPE COD FIVE CENTS SAVINGS BANK600,693$46.9M4.29%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC518,847$46.4M0.72%-43,12913F-HRTimelineGroup
Conrad Siegel Investment Advisors, Inc.513,209$45.9M8.71%+11,33813F-HRTimeline
HANCOCK WHITNEY CORP511,573$45.8M0.83%+13,59913F-HRTimeline
NEOS Investment Management LLC503,520$45M0.26%+413,92013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…503,180$45M0.52%+78,43813F-HRTimelineGroup
Stash Investments, LLC501,760$44.9M17.99%+21,68913F-HRTimeline
CUTLER INVESTMENT COUNSEL LLC498,407$44.6M4.64%+8,64913F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/496,241$44.4M0.05%+303,79113F-HRTimelineGroup
Global Retirement Partners, LLC494,531$44.2M0.78%+158,58713F-HRTimeline
BLB&B Advisors, LLC493,106$44.1M1.84%-6,03313F-HRTimeline
World Investment Advisors491,639$44M0.72%+65,52013F-HR/ATimeline
Global Wealth Strategies & Associates489,052$43.8M10.91%+18,06713F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC488,977$43.7M0.17%+14,75413F-HRTimelineGroup
Summit Financial, LLC488,202$43.7M0.64%-28,11113F-HRTimeline
Pacific Capital Wealth Advisors, Inc.486,488$43.5M7.46%+4,19313F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC481,323$43.1M0.56%+13,82513F-HRTimeline
EARNED WEALTH ADVISORS, LLC479,509$42.9M3.04%+328,46113F-HR/ATimeline
WHITTIER TRUST CO459,859$42.1M0.46%+22,50213F-HRTimeline
VICUS CAPITAL470,031$42M3.15%-237,56813F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding468,810$41.9M-21,337Timeline
Private Advisor Group, LLC468,029$41.9M0.2%+63,45313F-HRTimeline
Chan Zuckerberg Initiative, LLC464,927$41.6M27.9%013F-HRTimeline
Acropolis Investment Management, LLC463,721$41.5M1.87%-16,76513F-HRTimeline
AlphaCore Capital LLC460,625$41.2M0.92%+198,81313F-HRTimeline
Heck Capital Advisors, LLC456,310$40.8M3.04%-6,80813F-HRTimeline
Probity Advisors, Inc.453,369$40.6M6.5%+1,93913F-HRTimeline
Resonant Capital Advisors, LLC452,772$40.5M2.23%+48,00913F-HRTimeline
Galvin, Gaustad & Stein, LLC451,162$40.4M3.15%-58213F-HRTimeline
CBM Financial, LLC414,460$40.3M27.41%13F-HRTimeline
Shepherd Financial Partners LLC450,052$40.3M3.73%-42,96013F-HRTimeline
Fort Point Capital Partners LLC433,976$40.1M4.86%+131,02513F-HRTimeline
Apella Capital, LLC447,787$40.1M0.79%+38,00113F-HRTimeline
Regent Peak Wealth Advisors LLC446,163$39.9M7.87%-2,55913F-HRTimeline
COMMERCE BANKin group COMMERCE BANK441,216$39.5M0.22%+61,36313F-HRTimelineGroup
Crestwood Advisors Group, LLC432,665$38.7M0.64%+21,55713F-HRTimeline
Empire Life Investments Inc.431,381$38.6M2.17%+35,67713F-HRTimeline
Vestmark Advisory Solutions, Inc.422,736$37.8M0.51%+254,54713F-HRTimeline
Archford Capital Strategies, LLC419,973$37.6M4.38%-7,01713F-HRTimeline
STERLING INVESTMENT ADVISORS LLC /ADV414,484$37.1M17.95%+6,65913F-HRTimeline
Smith & Howard Wealth Management, LLC407,488$36.5M8.34%+3,32013F-HRTimeline
Cranbrook Wealth Management, LLC403,814$36.1M7.12%+63913F-HRTimeline
Strategies Wealth Advisors, LLC398,866$35.7M3.57%-24,69913F-HRTimeline
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPin group ARROWSTREET CAPITAL, LIMITED …392,473$35.1M0.02%+26,86613F-HRTimelineGroup
MCF Advisors LLC390,072$34.9M1.93%-9,78813F-HRTimeline
CFO4Life Group, LLC385,486$34.5M4.92%+4813F-HRTimeline
Shelter Mutual Insurance Cogroup of 2 filers holding384,837$34.4M0Timeline
Tennessee Valley Asset Management Partn…380,919$34.1M4.42%+11,85013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…380,769$34.1M5.71%-1,05313F-HRTimeline
GREAT LAKES ADVISORS, LLC380,469$34M0.28%+24,73313F-HRTimeline
Smartleaf Asset Management LLC375,479$33.7M1.28%+228,38913F-HRTimeline
Financial Engines Advisors L.L.C.375,232$33.6M0.06%-8,34913F-HRTimeline
SIMON QUICK ADVISORS, LLC375,036$33.6M1.46%-2,85813F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding374,132$33.5M+40,134Timeline
BUFFALO BUSINESS & ESTATE SERVICES LTD374,102$33.5M4.81%13F-HRTimeline
Long Run Wealth Advisors, LLC371,738$33.3M6.27%+18,40413F-HRTimeline
Beacon Bank & Trust370,805$33.2M6.73%+10,30613F-HRTimeline
71 West Capital Partners370,345$33.1M1.52%13F-HRTimeline
MassMutual Private Wealth & Trust, FSB369,308$33M0.85%-1,03913F-HRTimeline
Bare Financial Services, Inc368,635$33M9.17%+8,02213F-HRTimeline
MASSACHUSETTS FINANCIAL SERVICES CO /MA/in group MASSACHUSETTS FINANCIAL SERVI…368,597$33M0.01%+239,19913F-HRTimelineGroup
SCOTIA CAPITAL INC.368,112$32.9M0.13%+96,30013F-HRTimeline
Bull Oak Capital, LLC361,470$32.3M13.21%+4,93513F-HRTimeline
OLD NATIONAL BANCORP /IN/360,749$32.3M0.54%-29,14713F-HRTimeline
Marion Wealth Management344,937$32.2M7.15%+1,62113F-HRTimeline
iA Global Asset Management Inc.358,514$32.1M0.41%+45,29913F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC357,667$32M0.02%+52,88313F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC352,147$31.5M0.27%+55,29513F-HRTimelineGroup
BRANDYWINE OAK PRIVATE WEALTH LLC351,822$31.5M2.64%+14,22513F-HRTimeline
Purpose Unlimited Inc.in group Purpose Unlimited Inc.349,958$31.3M1.43%13F-HRTimelineGroup
Shoker Investment Counsel, Inc.345,093$30.9M9.05%+2,29313F-HRTimeline
Dynamic Advisor Solutions LLC344,554$30.8M0.99%-8,44613F-HRTimeline
Portland Global Advisors LLC343,404$30.7M3.3%+10,76313F-HRTimeline
Ironsides Asset Advisors, LLC342,706$30.7M7.77%-32,10213F-HRTimeline
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC340,959$30.5M0.34%013F-HRTimelineGroup
Montis Financial, LLC339,305$30.4M6%-6,96813F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC339,144$30.3M0.02%+7,94413F-HRTimelineGroup
Community Bank, N.A.334,954$30M3.54%-1,39513F-HRTimeline
NewEdge Wealth, LLC333,160$29.8M0.34%-1,17313F-HRTimeline
Tull Financial Group, Inc.332,917$29.8M12.76%+9,60213F-HRTimeline
JFS WEALTH ADVISORS, LLC331,125$29.6M1.67%+2,99213F-HRTimeline
Iowa State Bank323,863$29M5.43%+1,88913F-HRTimeline
Grove Bank & Trust323,499$28.9M3.26%+7,32613F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …323,166$28.9M0.22%13F-HR/ATimelineGroup
Sovereign Investment Advisors, LLC321,228$28.7M7.19%+38,72813F-HRTimeline
Dean, Jacobson Financial Services, LLC319,760$28.6M18.15%+2,29513F-HRTimeline
Capital Investment Advisors, LLC319,408$28.6M0.44%+280,27313F-HRTimeline
RPTC Inc.316,577$28.3M4.75%+5,10513F-HRTimeline
Marble Wealth, LLC315,603$28.2M3.92%13F-HRTimeline
New Perspectives, Inc315,519$28.2M9.79%+6,78013F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC313,928$28.1M1.35%+25,44913F-HRTimeline
Affiance Financial, LLC312,451$28M4.5%+26,47313F-HRTimeline
EP Wealth Advisors, LLC312,419$27.9M0.15%13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management311,718$27.9M0.93%+14,29113F-HRTimelineGroup
MBL Wealth, LLC307,474$27.5M2.21%+3,78813F-HRTimeline
GHP Investment Advisors, Inc.306,817$27.4M1.13%+3,49213F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.304,925$27.3M0.12%+54,83913F-HRTimelineGroup
EVERGREEN CAPITAL MANAGEMENT LLC302,198$27M0.6%+58,46913F-HRTimeline
Tarbox Family Office, Inc.298,735$26.7M4.3%-69,01413F-HRTimeline
Twele Capital Management, Inc.298,541$26.7M4.77%+1,97513F-HRTimeline
Mesirow Financial Investment Management…297,970$26.7M0.55%-75,94113F-HRTimeline
WASHINGTON TRUST Co296,877$26.6M0.87%+19613F-HRTimeline
Waverly Advisors, LLC292,447$26.2M0.21%+28,67313F-HRTimeline
Pathway Financial Advisors LLC285,258$26.1M3.28%+35,06013F-HRTimeline
Neumann Capital Management, LLC289,345$25.9M7.48%+54913F-HRTimeline
West Financial Advisors, LLC288,939$25.8M4.36%-2,44613F-HRTimeline
Great Diamond Partners, LLC288,477$25.8M4.97%-105,51213F-HRTimeline
STRATEGIC INVESTMENT MANAGEMENT, LLC286,750$25.7M13%+53,53013F-HRTimeline
Atlantic Edge Private Wealth Management…284,546$25.5M6.33%+17,49013F-HRTimeline
Coastline Trust Co284,334$25.4M2.39%+66,24913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Towercrest Capital Management283,986$25.4M4.01%+8,57213F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC278,270$24.9M1.53%+7,53513F-HRTimeline
Bishop & Co Investment Management, LLC277,430$24.8M8.22%+2,13313F-HRTimeline
IFG Advisory, LLC277,067$24.8M1.08%+31,55013F-HRTimeline
Pine Ridge Advisers LLC275,902$24.7M1.7%013F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP274,705$24.6M0.31%+98813F-HRTimeline
ENCOMPASS WEALTH ADVISORS, LLC274,453$24.6M8.35%+10,70513F-HRTimeline
Legacy Wealth Partners, LLC272,803$24.4M6.32%13F-HRTimeline
Venture Visionary Partners LLC272,680$24.4M0.8%-2,54713F-HRTimeline
DT Investment Partners, LLC270,768$24.2M2.01%-23,43013F-HRTimeline
ELEMENT POINTE ADVISORS, LLC270,550$24.2M4.68%+152,81613F-HRTimeline
Select Equity Group, L.P.270,412$24.2M0.11%new13F-HRTimeline
Martel Wealth Advisors LLC269,109$24.1M4.11%-4,95013F-HRTimeline
MIdWestOne Financial Group, Inc.268,262$24M2.67%+7,53713F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC267,774$24M0.49%+32,02813F-HRTimelineGroup
Associated Banc-Corpin group Associated Banc-Corp263,556$23.6M0.6%+17,75013F-HRTimelineGroup
Broadview Financial Management, LLC263,482$23.6M15.77%-4,24513F-HRTimeline
NorthLanding Financial Partners, LLC261,729$23.4M18.8%+8,54713F-HRTimeline
Liquid Strategies, LLC261,649$23.4M5.1%+15,70213F-HRTimeline
WEST PACES ADVISORS INC.260,965$23.3M4.52%+6,42413F-HRTimeline
FIRST NATIONAL BANK & TRUST CO OF NEWTO…259,427$23.2M4.25%+2,68013F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC259,298$23.2M0.04%+11,34113F-HRTimelineGroup
INSTRUMENTAL WEALTH, LLC229,591$22.6M13.55%+118,24913F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC251,912$22.5M1.15%-42313F-HRTimeline
S. R. Schill & Associates251,100$22.5M15.86%-7,81713F-HRTimeline
Abundance Wealth Counselors249,914$22.4M3.77%-3,11513F-HRTimeline
NEPC LLC248,385$22.2M0.47%+50,27213F-HRTimeline
IEQ CAPITAL, LLC247,620$22.2M0.07%-2,61613F-HRTimeline
Geneos Wealth Management Inc.247,429$22.1M0.54%+13,41013F-HRTimeline
Ashton Thomas Private Wealth, LLC245,161$21.9M0.54%+8,53413F-HRTimeline
MTC Wealth Management LLC244,759$21.9M10.27%-4,86413F-HRTimeline
Hudson Capital Management LLC243,750$21.8M5.47%-1,47213F-HRTimeline
Integrated Advisors Network LLC243,703$21.8M0.97%+3,34213F-HRTimeline
Salus Financial Advisors, LLC243,067$21.7M13.03%+9,30313F-HRTimeline
WCG Wealth Advisors LLC242,005$21.6M0.61%+53,21713F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.239,774$21.4M1.67%new13F-HRTimeline
Sowell Financial Services LLC238,779$21.4M0.78%+5,61213F-HRTimeline
MONEY CONCEPTS CAPITAL CORP237,673$21.3M1.19%+26,57113F-HRTimeline
MYCIO WEALTH PARTNERS, LLC237,620$21.3M4.4%+3,61413F-HRTimeline
ROGCO, LP236,578$21.2M7.01%+7,40613F-HRTimeline
Texas Yale Capital Corp.236,274$21.1M0.64%+4,67813F-HRTimeline
Rialto Wealth Management, LLC236,113$21.1M5.05%+17,03813F-HRTimeline
Mann Financial Group, Inc.235,862$21.1M20.41%+1,77813F-HR/ATimeline
AXXCESS WEALTH MANAGEMENT, LLC235,195$21M0.38%+109,39413F-HR/ATimeline
HILLMAN CO234,481$21M7.27%013F-HRTimeline
Guidance Point Advisors, LLC234,354$21M4.86%+11,44713F-HRTimeline
Empowered Funds, LLC232,622$20.8M0.35%+42,35213F-HR/ATimeline
LCNB CORP232,603$20.8M6.97%+3,36813F-HRTimeline
INSPIRE TRUST CO, N.A.232,211$20.8M3.41%+32,21113F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC231,930$20.7M0.12%-3,59913F-HRTimelineGroup
Wealth Architects, LLC231,844$20.7M1.87%-1,83913F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC230,838$20.7M1.03%-1,40413F-HRTimeline
First Citizens Asset Management, Inc.230,581$20.6M7.21%-1,79713F-HRTimeline
Strategic Point Investment Advisors, LLC227,113$20.3M2.81%+1,59113F-HRTimeline
BECKER CAPITAL MANAGEMENT INC226,216$20.2M0.58%+26,19013F-HRTimeline
McAdam, LLC226,085$20.2M0.93%+4,25513F-HRTimeline