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Disclosery

IEFA ISHARES TR

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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
Integrated Wealth Concepts LLC701,674$63.5M0.51%+60,12013F-HRTimeline
Rockbridge Investment Management, LCC700,828$63.4M5.7%+30,22813F-HRTimeline
RMR Wealth Builders694,475$62.9M4.95%+43,67513F-HRTimeline
Bleakley Financial Group, LLC683,716$61.9M0.97%+129,39113F-HRTimeline
SOUTHERN FARM BUREAU LIFE INSURANCE685,189$61.8M6.53%013F-HRTimeline
Orion Porfolio Solutions, LLC669,791$60.6M0.52%-2,23513F-HRTimeline
Parallel Advisors, LLC665,598$60.3M1.09%+12,29313F-HR/ATimeline
Turtle Creek Wealth Advisors, LLC656,151$59.4M4.48%+101,50413F-HRTimeline
Jordan Park Group LLC654,923$59.3M3.16%+23,60513F-HRTimeline
Colony Family Offices, LLC652,280$59.1M14.56%+1,35313F-HRTimeline
WADDELL & ASSOCIATES, LLC647,416$58.6M3.31%+24,59513F-HRTimeline
CONDOR CAPITAL MANAGEMENT645,510$58.4M4.88%+118,15713F-HRTimeline
Farther Finance Advisors, LLC634,319$58.3M0.55%-68,57413F-HRTimeline
GREAT LAKES ADVISORS, LLC638,649$57.8M0.48%+258,18013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC638,337$57.8M0.85%+119,49013F-HRTimelineGroup
Prime Capital Investment Advisors, LLC637,728$57.7M0.67%-58,62313F-HRTimeline
Northwest Quadrant Wealth Management, L…632,469$57.3M11.9%+7,04013F-HRTimeline
AlphaCore Capital LLC616,639$55.8M1.32%+156,01413F-HRTimeline
Crewe Advisors LLC613,832$55.6M4.74%+62,72313F-HRTimeline
Brickley Wealth Management613,612$55.6M9.53%+5,35713F-HRTimeline
Leverty Financial Group, LLC613,539$55.5M12.29%+11,52713F-HRTimeline
NEW ENGLAND ASSET MANAGEMENT INC605,220$54.8M6.97%+27,95013F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …598,914$54.2M0.05%+20,00013F-HRTimelineGroup
Crestwood Advisors Group, LLC597,538$54.1M0.91%+164,87313F-HRTimeline
Parkside Investments, LLC596,057$54M6.56%-73,14113F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC595,160$53.9M3.29%-2,51813F-HRTimeline
Ledyard National Bank591,794$53.6M4.64%+1,25413F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC579,092$53.2M1.09%+52,75213F-HRTimeline
Shepherd Financial Partners LLC586,787$53.1M5.04%+136,73513F-HRTimeline
Fusion Family Wealth, LLC584,673$52.9M3.95%-1,20313F-HRTimeline
Summit Financial, LLC566,224$51.3M0.65%+78,02213F-HRTimeline
BANK OF HAWAII566,128$51.3M2.68%+6,07913F-HRTimeline
HANCOCK WHITNEY CORP535,206$51M0.89%+23,63313F-HRTimeline
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO560,000$50.7M1.86%-155,00013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…559,047$50.6M0.1%+16,92913F-HRTimelineGroup
Atria Investments, Inc556,362$50.4M0.56%-21,19113F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC546,728$49.5M0.2%+57,75113F-HRTimelineGroup
BOK Financial Private Wealth, Inc.546,166$49.4M2.99%-1,13113F-HRTimeline
Merit Financial Group, LLC541,491$49M0.36%-46,23813F-HRTimeline
WHITTIER TRUST CO532,405$48.9M0.55%+72,54613F-HRTimeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…533,940$48.3M14.49%-16,78213F-HRTimeline
COMMERCE BANKin group COMMERCE BANK531,120$48.1M0.23%+89,90413F-HRTimelineGroup
Apella Capital, LLC487,168$47.5M0.71%+39,38113F-HRTimeline
Revolve Wealth Partners, LLC522,492$47.3M6.15%-60,79213F-HRTimeline
Conrad Siegel Investment Advisors, Inc.519,903$47.1M8.5%+6,69413F-HRTimeline
Smartleaf Asset Management LLC530,623$46.5M1.68%+155,14413F-HRTimeline
Stash Investments, LLC512,609$46.4M17.99%+10,84913F-HRTimeline
ISTHMUS PARTNERS, LLC510,828$46.2M4.85%new13F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC510,115$46.2M0.57%+28,79213F-HRTimeline
Wescott Financial Advisory Group, LLC509,667$46.1M4.05%-16,67613F-HRTimeline
SVB WEALTH LLC508,385$46M3.03%-25,58013F-HRTimeline
Pacific Capital Wealth Advisors, Inc.499,414$45.2M7.59%+12,92613F-HRTimeline
EARNED WEALTH ADVISORS, LLC496,120$44.9M3%+16,61113F-HRTimeline
CUTLER INVESTMENT COUNSEL LLC490,822$44.4M4.58%-7,58513F-HRTimeline
Bishop & Co Investment Management, LLC488,522$44.2M15.17%+211,09213F-HRTimeline
VICUS CAPITAL487,806$44.2M3.25%+17,77513F-HRTimeline
Global Wealth Strategies & Associates486,786$44.1M10.83%-2,26613F-HRTimeline
BLB&B Advisors, LLC483,128$43.7M1.81%-9,97813F-HRTimeline
Galvin, Gaustad & Stein, LLC481,065$43.6M3.49%+29,90313F-HRTimeline
CBM Financial, LLC448,317$43.5M27.15%+33,85713F-HRTimeline
71 West Capital Partners469,898$42.5M1.87%+99,55313F-HRTimeline
Private Advisor Group, LLC463,454$42M0.2%-4,57513F-HRTimeline
Probity Advisors, Inc.460,681$41.7M6.61%+7,31213F-HRTimeline
KINTRA WEALTH, LLC460,349$41.7M2.95%new13F-HRTimeline
Octavia Wealth Advisors, LLC459,840$41.6M3.98%+272,17013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC450,645$40.8M0.02%+92,97813F-HRTimelineGroup
Acropolis Investment Management, LLC449,577$40.7M1.8%-14,14413F-HRTimeline
BUFFALO BUSINESS & ESTATE SERVICES LTD448,331$40.6M5.89%+74,22913F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC439,963$39.8M0.31%+87,81613F-HRTimelineGroup
Mesirow Financial Investment Management…439,624$39.8M0.64%+141,65413F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding439,530$39.8M-29,280Timeline
Center for Financial Planning, Inc.435,634$39.4M4.12%-665,17613F-HRTimeline
Archford Capital Strategies, LLC431,983$39.1M4.48%+12,01013F-HRTimeline
Fort Point Capital Partners LLC424,843$38.5M5.04%-9,13313F-HRTimeline
CITIGROUP INCin group CITIGROUP INC423,426$38.3M0.02%-111,40213F-HRTimelineGroup
Heck Capital Advisors, LLC415,923$37.7M2.79%-40,38713F-HRTimeline
Smith & Howard Wealth Management, LLC414,167$37.5M8.11%+6,67913F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/407,939$36.9M0.04%-88,30213F-HRTimelineGroup
Resonant Capital Advisors, LLC406,336$36.8M1.93%-46,43613F-HRTimeline
STERLING INVESTMENT ADVISORS LLC /ADV403,818$36.6M17.54%-10,66613F-HRTimeline
HILLMAN CO398,427$36.1M14.03%+163,94613F-HRTimeline
Cranbrook Wealth Management, LLC395,336$35.8M7.28%-8,47813F-HRTimeline
Empire Life Investments Inc.385,291$35.4M2.15%-46,09013F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC388,100$35.1M0.02%+48,95613F-HRTimelineGroup
Ritter Daniher Financial Advisory LLC /…385,179$34.9M5.92%+4,41013F-HRTimeline
Shelter Mutual Insurance Cogroup of 2 filers holding384,837$34.8M0Timeline
Vestmark Advisory Solutions, Inc.382,253$34.6M0.38%-40,48313F-HRTimeline
Bull Oak Capital, LLC381,907$34.6M13.29%+20,43713F-HRTimeline
Geneos Wealth Management Inc.381,592$34.5M0.8%+134,16313F-HRTimeline
Affiance Financial, LLC380,964$34.5M5.59%+68,51313F-HRTimeline
SCOTIA CAPITAL INC.380,254$34.4M0.14%+12,14213F-HRTimeline
Bare Financial Services, Inc380,203$34.4M9.1%+11,56813F-HRTimeline
CFO4Life Group, LLC379,195$34.3M5.23%-6,29113F-HRTimeline
MassMutual Private Wealth & Trust, FSB378,740$34.3M0.93%+9,43213F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …377,333$34.2M0.26%+54,16713F-HRTimelineGroup
McKinley Carter Wealth Services, Inc.376,669$34.1M1.97%-270,56413F-HRTimeline
MCF Advisors LLC376,212$34.1M1.49%-13,86013F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC375,169$34M2.86%+23,34713F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding372,445$33.7M-1,687Timeline
Pathway Financial Advisors LLC368,010$33.6M4.16%+82,75213F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC368,941$33.4M0.79%+55,01313F-HRTimeline
Beacon Bank & Trust366,168$33.1M6.8%-4,63713F-HRTimeline
Purpose Unlimited Inc.in group Purpose Unlimited Inc.364,353$33M1.36%+14,39513F-HRTimelineGroup
World Investment Advisors363,471$32.9M0.53%-128,16813F-HRTimeline
Financial Engines Advisors L.L.C.359,593$32.6M0.07%-15,63913F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC359,314$32.5M0.16%+184,17913F-HRTimeline
NewEdge Wealth, LLC357,097$32.3M0.39%+23,93713F-HRTimeline
Dynamic Advisor Solutions LLC355,700$32.2M1.02%+11,14613F-HRTimeline
Portland Global Advisors LLC352,248$31.9M3.4%+8,84413F-HRTimeline
SIMON QUICK ADVISORS, LLC351,699$31.8M1.46%-23,33713F-HRTimeline
MTC Wealth Management LLC347,436$31.5M14.94%+102,67713F-HRTimeline
Iowa State Bank345,430$31.3M5.75%+21,56713F-HRTimeline
Tennessee Valley Asset Management Partn…345,144$31.2M4.13%-35,77513F-HRTimeline
JFS WEALTH ADVISORS, LLC344,211$31.2M1.74%+13,08613F-HRTimeline
Ironsides Asset Advisors, LLC342,706$31M7.78%013F-HRTimeline
Shoker Investment Counsel, Inc.342,689$31M9.21%-2,40413F-HRTimeline
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC341,204$30.9M0.38%+24513F-HRTimelineGroup
Marion Wealth Management338,979$30.7M6.81%-5,95813F-HRTimeline
iA Global Asset Management Inc.336,463$30.5M0.43%-22,05113F-HRTimeline
Community Bank, N.A.336,084$30.4M3.62%+1,13013F-HRTimeline
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPin group ARROWSTREET CAPITAL, LIMITED …333,882$30.2M0.02%-58,59113F-HRTimelineGroup
Grove Bank & Trust333,756$30.2M3.42%+10,25713F-HRTimeline
OLD NATIONAL BANCORP /IN/333,156$30.2M0.51%-27,59313F-HRTimeline
Empowered Funds, LLC332,183$30.1M0.19%+99,56113F-HR/ATimeline
Strategies Wealth Advisors, LLC331,441$30M3.01%-67,42513F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC328,495$29.7M0.63%+60,72113F-HRTimelineGroup
New Perspectives, Inc327,219$29.6M10.26%+11,70013F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC325,625$29.5M0.64%+23,42713F-HRTimeline
Horizon Investments, LLC325,166$29.4M0.33%+205,50613F-HRTimeline
Coastline Trust Co323,189$29.3M2.9%+38,85513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Dean, Jacobson Financial Services, LLC322,221$29.2M17.92%+2,46113F-HRTimeline
Sovereign Investment Advisors, LLC321,228$29.1M6.16%013F-HRTimeline
Conrad N. Hilton Foundation320,986$29.1M12.73%new13F-HRTimeline
Tull Financial Group, Inc.319,962$29M12.93%-12,95513F-HRTimeline
Regent Peak Wealth Advisors LLC317,799$28.8M5.87%-128,36413F-HRTimeline
ELEMENT POINTE ADVISORS, LLC317,144$28.7M5.42%+46,59413F-HRTimeline
WASHINGTON TRUST Co316,599$28.7M0.97%+19,72213F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management316,453$28.6M0.98%+4,73513F-HRTimelineGroup
Waverly Advisors, LLC316,406$28.6M0.21%+23,95913F-HRTimeline
Trek Financial, LLC313,589$28.4M1.51%+102,18213F-HRTimeline
MBL Wealth, LLC312,859$28.3M2.15%+5,38513F-HRTimeline
RPTC Inc.311,497$28.2M4.94%-5,08013F-HRTimeline
Capital Investment Advisors, LLC310,709$28.1M0.41%-8,69913F-HR/ATimeline
GHP Investment Advisors, Inc.309,514$28M1.15%+2,69713F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP308,407$27.9M0.36%+33,70213F-HRTimeline
Twele Capital Management, Inc.299,724$27.1M4.84%+1,18313F-HRTimeline
Neumann Capital Management, LLC297,483$26.9M7.93%+8,13813F-HRTimeline
Towercrest Capital Management294,340$26.7M4.15%+10,35413F-HRTimeline
Liquid Strategies, LLC292,275$26.5M5.68%+30,62613F-HRTimeline
Tarbox Family Office, Inc.292,154$26.4M4.3%-6,58113F-HRTimeline
Montis Financial, LLC291,913$26.4M5.47%-47,39213F-HRTimeline
DT Investment Partners, LLC291,427$26.4M2.2%+20,65913F-HRTimeline
Atlantic Edge Private Wealth Management…290,896$26.3M6.49%+6,35013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.286,978$26M2.55%+149,83813F-HRTimeline
West Financial Advisors, LLC285,970$25.9M4.39%-2,96913F-HRTimeline
Great Diamond Partners, LLC282,384$25.6M4.92%-6,09313F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp280,427$25.4M0.67%+16,87113F-HRTimelineGroup
ENCOMPASS WEALTH ADVISORS, LLC278,148$25.2M8.76%+3,69513F-HRTimeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC276,972$25.1M0.93%+273,33813F-HRTimelineGroup
Venture Visionary Partners LLC275,991$25M0.83%+3,31113F-HRTimeline
Pine Ridge Advisers LLC275,902$25M1.77%013F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC273,806$24.8M1.58%-4,46413F-HRTimeline
EP Wealth Advisors, LLC273,506$24.8M0.12%-38,91313F-HRTimeline
Legacy Wealth Partners, LLC273,493$24.8M6.21%+69013F-HRTimeline
IEQ CAPITAL, LLC268,178$24.3M0.11%+20,55813F-HRTimeline
Salus Financial Advisors, LLC265,686$24.1M14.03%+22,61913F-HRTimeline
WEST PACES ADVISORS INC.265,476$24M4.66%+4,51113F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC262,099$23.7M0.04%+2,80113F-HRTimelineGroup
Martel Wealth Advisors LLC259,260$23.5M4%-9,84913F-HRTimeline
Abundance Wealth Counselors259,172$23.5M3.37%+9,25813F-HRTimeline
INSPIRE TRUST CO, N.A.259,000$23.4M3.62%+26,78913F-HRTimeline
One Capital Management, LLC258,802$23.4M0.64%+98,20413F-HRTimeline
NorthLanding Financial Partners, LLC258,449$23.4M18.86%-3,28013F-HRTimeline
Broadview Financial Management, LLC258,139$23.4M15.96%-5,34313F-HRTimeline
Hudson Capital Management LLC256,581$23.2M6%+12,83113F-HRTimeline
Rialto Wealth Management, LLC254,749$23.1M5.18%+18,63613F-HRTimeline
NEPC LLC253,170$22.9M0.46%+4,78513F-HRTimeline
BECKER CAPITAL MANAGEMENT INC252,963$22.9M0.67%+26,74713F-HRTimeline
LCNB CORP252,533$22.9M7.69%+19,93013F-HRTimeline
WCG Wealth Advisors LLC250,319$22.7M0.63%+8,31413F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC249,208$22.6M1.19%-2,70413F-HRTimeline
Compound Planning, Inc.247,127$22.4M0.69%+37,55913F-HRTimeline
Ashton Thomas Private Wealth, LLC246,647$22.3M0.53%+1,48613F-HRTimeline
MONEY CONCEPTS CAPITAL CORP246,444$22.3M1.23%+8,77113F-HRTimeline
S. R. Schill & Associates245,596$22.2M15.02%-5,50413F-HRTimeline
MYCIO WEALTH PARTNERS, LLC244,550$22.1M4.41%+6,93013F-HRTimeline
Mann Financial Group, Inc.243,905$22.1M20.79%+8,04313F-HRTimeline
Sowell Financial Services LLC243,601$22.1M0.82%+4,82213F-HRTimeline
Quantinno Capital Management LP241,602$21.9M0.04%+52,29713F-HRTimeline
Perigon Wealth Management, LLC238,357$21.6M0.39%+15,01813F-HRTimeline
Texas Yale Capital Corp.238,222$21.6M0.61%+1,94813F-HRTimeline
ROGCO, LP236,882$21.4M7.16%+30413F-HRTimeline
Astra Wealth Partners LLC236,849$21.4M13.53%+15,04413F-HRTimeline
RATIONAL ADVISORS, INC.236,210$21.4M2.18%+58,87813F-HRTimeline
INSTRUMENTAL WEALTH, LLC236,113$21.4M13.14%+6,52213F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC236,107$21.4M0.1%+4,17713F-HRTimelineGroup
Guidance Point Advisors, LLC234,919$21.3M5.04%+56513F-HRTimeline
First Citizens Asset Management, Inc.232,123$21M7.45%+1,54213F-HRTimeline
Strategic Point Investment Advisors, LLC231,817$21M3.05%+4,70413F-HRTimeline
PRIVATE CLIENT SERVICES, LLC231,769$21M6.27%+8,11113F-HRTimeline