Skip to content

IEFA ISHARES TR

Follow

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
ROGCO, LP239,379$23.1M7.08%+2,49713F-HRTimeline
Marble Wealth, LLC239,304$23.1M3.54%+10,99813F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC236,645$22.9M1.11%-12,56313F-HRTimeline
Strategic Point Investment Advisors, LLC235,578$22.8M2.96%+3,76113F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC235,416$22.7M0.36%+3,98413F-HRTimeline
HILLMAN CO234,481$22.6M8.01%-163,94613F-HRTimeline
IFP Advisors, Inc233,923$22.6M0.41%+12,68413F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…233,404$22.5M0.04%-325,64313F-HRTimelineGroup
Wick Capital Partners, LLC198,294$22.4M3.38%+30,12413F-HRTimeline
Gladstone Institutional Advisory LLC230,889$22.3M0.71%+6,39713F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK230,525$22.3M0.04%+183,89913F-HRTimelineGroup
WEBSTER BANK, N. A.229,801$22.2M1.93%-1,25113F-HRTimeline
SOUTHERN CAPITAL ADVISORS, LLC229,454$22.2M9.25%+18,27013F-HRTimeline
WealthPlan Investment Management, LLC227,669$22M1.09%+36,28713F-HRTimeline
Petix & Botte Co227,404$22M4.42%+122,48013F-HRTimeline
Caprock Group, LLC227,073$21.9M0.42%+42,46413F-HRTimeline
Conservest Capital Advisors, Inc.227,051$21.9M1.74%+4,28013F-HRTimeline
LPWM LLC226,644$21.9M4.86%+12,64913F-HRTimeline
Columbia Bank225,679$21.8M4.89%+50,89813F-HRTimeline
St. Clair Advisors, LLC225,416$21.8M5.6%+85,95713F-HRTimeline
Wealth Architects, LLC222,992$21.5M1.7%-3,11113F-HRTimeline
HB Wealth Management, LLC221,946$21.4M0.12%+5,22913F-HRTimeline
FIRST NATIONAL BANK & TRUST CO OF NEWTO…216,320$21.3M4.32%-3,88513F-HRTimeline
Single Point Partners, LLC219,717$21.2M3.74%+4,28613F-HRTimeline
Global Wealth Management Investment Adv…218,529$21.1M3%+8,78813F-HRTimeline
LINCOLN CAPITAL CORP217,387$21M6.82%+3,06513F-HRTimeline
ERn Financial, LLC216,224$20.9M3.46%+6,77513F-HRTimeline
Argent Advisors, Inc.216,088$20.9M5.22%+4,54913F-HRTimeline
Coastal Bridge Advisors, LLC215,453$20.8M1.29%+41,25213F-HRTimeline
Crescent Grove Advisors, LLC214,655$20.7M1.76%+5,91213F-HRTimeline
Bahl & Gaynor LLC214,326$20.7M0.1%+4,52213F-HRTimeline
Core Wealth Advisors, Inc.214,314$20.7M4.16%+3,79413F-HRTimeline
First Citizens Asset Management, Inc.212,161$20.5M6.55%-19,96213F-HRTimeline
Fairway Wealth LLC211,595$20.4M4.67%+4,10613F-HRTimeline
Caliber Wealth Management, LLC / KS210,043$20.3M1.96%+5,97613F-HRTimeline
Integrated Advisors Network LLC209,481$20.2M0.93%+9,01313F-HRTimeline
CIBC Asset Management Inc208,553$20.1M0.04%new13F-HRTimeline
McAdam, LLC208,548$20.1M0.78%-18,68513F-HRTimeline
Ullmann Wealth Partners Group, LLC206,501$19.9M1.81%-2,61013F-HRTimeline
Enclave Advisors LLC206,344$19.9M2.6%+10,02913F-HRTimeline
Waterway Wealth Management, LLC247,308$19.9M4.06%-14,57913F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.204,757$19.8M6.06%+76613F-HRTimeline
SkyOak Wealth, LLC204,042$19.7M3.22%+12,29313F-HRTimeline
James J. Burns & Company, LLC202,475$19.6M2.12%+10,30313F-HRTimeline
Integrated Investment Consultants, LLC209,546$19.5M3.84%+7,72913F-HRTimeline
49 WEALTH MANAGEMENT, LLC201,170$19.4M3.71%-1,589,19613F-HR/ATimeline
ALONGSIDE, LLC201,170$19.4M3.7%13F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA199,760$19.3M0.09%+23,87613F-HRTimelineGroup
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCH…199,410$19.3M0.09%013F-HRTimeline
WBH ADVISORY INC199,322$19.3M1.29%-17,29213F-HRTimeline
Consolidated Portfolio Review Corp199,247$19.2M1.6%013F-HRTimeline
Advisory Services Network, LLC196,392$19M0.22%+28,96113F-HRTimeline
Manhattan West Asset Management, LLC194,285$18.8M3.13%+6,87213F-HRTimeline
FIRST MERCHANTS CORP194,223$18.8M0.66%+6,66913F-HRTimeline
SHRIER WEALTH MANAGEMENT, LLC194,011$18.7M6.32%+8,31013F-HRTimeline
Federation des caisses Desjardins du Qu…193,128$18.7M0.06%+14,77913F-HRTimeline
Aspect Partners, LLC191,616$18.5M6.9%+17,34813F-HRTimeline
Nationwide Fund Advisorsin group Nationwide Fund Advisors811,888$18.5M0.76%-1,601,08213F-HRTimelineGroup
LOWE BROCKENBROUGH & CO INC191,260$18.5M0.82%-5,79113F-HRTimeline
Randall & Associates Wealth Management190,048$18.4M11.35%+24,85113F-HRTimeline
PDS Planning, Inc188,300$18.2M1.05%+1,05813F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.187,226$18.1M7.53%+6,42613F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp185,323$17.9M0.3%+28,55213F-HRTimelineGroup
Savvy Advisors, Inc.183,407$17.7M0.38%+3,09313F-HRTimeline
Conrad Siegel Investment Advisors, Inc.182,159$17.6M2.86%-337,74413F-HRTimeline
SageView Advisory Group, LLC181,320$17.5M0.57%-2,78313F-HRTimeline
SAGE RHINO CAPITAL LLC179,361$17.3M2.85%-11,10613F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC178,919$17.3M7.52%+5,80313F-HRTimeline
GUIDANCE CAPITAL, INC178,249$17.2M3.69%+4,04813F-HRTimeline
Royal Harbor Partners, LLC178,466$17.2M5.34%-2,59813F-HRTimeline
Certified Advisory Corp176,394$17M1.37%+4,21113F-HRTimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …176,248$17M2.02%+29,83513F-HRTimeline
Next Capital Management LLC176,061$17M4.59%+16,31113F-HRTimeline
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC174,341$16.8M0.81%+10,05513F-HRTimelineGroup
Trajan Wealth LLC174,236$16.8M0.64%+28013F-HRTimeline
Field & Main Bank174,078$16.8M3.47%+51,20913F-HR/ATimeline
Scarborough Advisors, LLC171,563$16.8M1.93%+25,64613F-HRTimeline
Per Stirling Capital Management, LLC.173,752$16.8M1.6%+1,47113F-HRTimeline
Cassilly Financial Group LLC173,748$16.8M12.18%+8,98113F-HR/ATimeline
Main Management LLCin group Main Management ETF Advisors,…173,576$16.8M1.13%-61213F-HRTimelineGroup
Trek Financial, LLC173,402$16.7M0.83%-140,18713F-HRTimeline
Meridian Wealth Management, LLC172,923$16.7M0.52%+24,68613F-HRTimeline
INTEGRITY ALLIANCE, LLC.172,855$16.7M0.53%+143,71513F-HRTimeline
Alliance Wealth Management Group172,207$16.6M3.24%+28,58913F-HRTimeline
Topel & Distasi Wealth Management, LLC170,320$16.4M7.94%-2,29713F-HRTimeline
Northside Capital Management, LLC169,665$16.4M1.34%+1,41413F-HRTimeline
Flywheel Private Wealth LLC168,943$16.3M8.04%+12,32613F-HRTimeline
P/E Global LLC168,838$16.3M1.05%+3,43113F-HRTimeline
Summit Trail Advisors, LLC168,425$16.3M0.2%+3,39513F-HRTimeline
GoalVest Advisory LLC168,361$16.3M3.02%+17,32313F-HRTimeline
RIVERSEDGE ADVISORS, LLC167,699$16.2M2.15%-3,03513F-HRTimeline
MARQUETTE ASSOCIATES, INC.167,143$16.1M11.77%-14,45413F-HRTimeline
Aspen Wealth Strategies, LLC166,874$16.1M7.8%+5,65513F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC166,358$16.1M3.98%-2,11013F-HRTimeline
STEPHENS GROUP ASSET MANAGEMENT, LLCin group STEPHENS GROUP ASSET MANAGEME…165,785$16M0.9%+10313F-HRTimelineGroup
Summit Rock Advisors, LP165,763$16M21.02%-10,67713F-HRTimeline
Forvis Mazars Wealth Advisors, LLC165,497$16M0.27%-8,73013F-HRTimeline
FIRST NATIONAL BANK OF OMAHAgroup of 2 filers holding165,335$15.9M+29,987Timeline
NORTHCAPE WEALTH MANAGEMENT, LLC163,974$15.8M4.15%-2,81513F-HRTimeline
Regal Investment Advisors LLC163,424$15.8M0.82%-2,46113F-HRTimeline
Sequoia Financial Advisors, LLC162,246$15.7M0.08%-18,37513F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC162,172$15.7M0.9%+11,31113F-HRTimeline
Beirne Wealth Consulting Services, LLC161,447$15.6M3.1%+3,76213F-HRTimeline
Strive Financial Group ,LLC161,444$15.6M6.78%+76,78813F-HR/ATimeline
STRATEGIC INVESTMENT MANAGEMENT, LLC160,551$15.5M5.34%-7,38013F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.159,029$15.4M8.25%-35313F-HRTimeline
Adaptive Financial Consulting, LLC157,965$15.3M5.34%+2,92413F-HRTimeline
Carbahal Olsen Financial Services Group…157,951$15.3M10.59%+1,67713F-HRTimeline
Brooklyn FI, LLC156,898$15.2M2.79%-4,97913F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/156,553$15.1M<0.01%-7,94313F-HRTimeline
VISTA FINANCE, LLC155,618$15M8.4%+112,53413F-HRTimeline
ANDERSON HOAGLAND & CO154,878$15M1.17%-31513F-HRTimeline
SlateStone Wealth, LLC154,835$15M1.15%+5,09113F-HRTimeline
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC153,824$14.9M0.18%-187,38013F-HRTimelineGroup
COURIER CAPITAL LLC153,831$14.9M0.74%-1,26713F-HRTimeline
Rossmore Private Capital153,822$14.9M1.21%+14,94113F-HRTimeline
Harbour Capital Advisors, LLC152,459$14.8M2.7%-69013F-HRTimeline
YHB Investment Advisors, Inc.153,211$14.8M0.95%-89613F-HRTimeline
Berman McAleer LLC152,617$14.7M1.71%-9,75913F-HRTimeline
Tortoise Investment Management, LLC152,455$14.7M1.1%-3,07513F-HRTimeline
VAUGHAN & Co SECURITIES, INC.151,365$14.6M6.82%+63413F-HRTimeline
IFS Advisors, LLC150,786$14.6M6.97%-2,79213F-HRTimeline
Beacon Harbor Wealth Advisors, Inc.147,399$14.5M2.82%+41,47613F-HRTimeline
Piedmont Capital Management, LLC150,002$14.4M7.28%-30,25013F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC148,832$14.4M0.74%-14,56813F-HRTimeline
EASTERN BANK147,969$14.3M0.22%+24,05613F-HRTimeline
Arvest Bank Trust Division146,709$14.2M0.69%-1,55513F-HRTimeline
MOTIVE WEALTH ADVISORS146,415$14.1M5.82%-3,60013F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.146,081$14.1M0.96%+14,00713F-HRTimeline
MidFirst Bank146,065$14.1M1%+8,22213F-HRTimeline
Riverview Trust Co146,064$14.1M16.81%-11,15613F-HRTimeline
ZACKS INVESTMENT MANAGEMENT144,749$14M0.1%+60,25213F-HRTimeline
Omnia Family Wealth, LLC144,092$13.9M3.73%-1,33913F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC143,809$13.9M0.02%+55,61013F-HRTimelineGroup
Veery Capital, LLC143,750$13.9M3.73%-3,62313F-HRTimeline
Armbruster Capital Management, Inc.143,475$13.9M2.07%-13,54713F-HRTimeline
Montecito Bank & Trust143,342$13.8M2.07%+3,08113F-HRTimeline
STATE BOARD OF ADMINISTRATION OF FLORID…143,150$13.8M0.02%new13F-HRTimeline
Montz Harcus Wealth Management LLC142,895$13.8M4.91%+10,09213F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC142,389$13.8M0.63%+1,20013F-HRTimeline
Provenance Wealth Advisors, LLC140,818$13.6M1.3%+21,09713F-HRTimeline
Accurate Wealth Management, LLC139,068$13.5M1.29%+25,43813F-HRTimeline
Horizon Investments, LLC139,439$13.5M0.15%-185,72713F-HRTimeline
Summit Wealth Partners, LLC138,535$13.4M1.91%-3,14313F-HRTimeline
Planned Solutions, Inc.138,302$13.4M3.84%+4,56613F-HRTimeline
Nova R Wealth, Inc.138,277$13.4M3.9%-93013F-HRTimeline
MGO ONE SEVEN LLC138,038$13.3M0.22%+15,60913F-HRTimeline
Arkadios Wealth Advisors137,384$13.3M0.2%+5,75413F-HRTimeline
Fund Evaluation Group, LLC137,356$13.3M0.36%+134,84613F-HRTimeline
Aureum Wealth Management, LLC136,811$13.2M8.19%+5,18213F-HRTimeline
Mechanics Financial Corp136,452$13.2M4.71%+13,20513F-HRTimeline
Foundry Financial Group, Inc.135,770$13.1M5.67%+1,77913F-HRTimeline
MATHER GROUP, LLC.134,951$13M0.11%+19,50113F-HRTimeline
Silverleafe Capital Partners, LLC133,667$12.9M3.52%+1,83013F-HRTimeline
Penney Financial, LLC132,569$12.8M4.48%-7,49513F-HRTimeline
HERITAGE INVESTORS MANAGEMENT CORP131,186$12.7M0.35%-1,68513F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC130,977$12.6M4.58%-53113F-HRTimeline
ACORN CREEK CAPITAL LLC130,786$12.6M4.22%+14413F-HRTimeline
Providence Capital Advisors, LLC130,045$12.6M1.9%+6,21213F-HRTimeline
Cornerstone Advisory, LLC129,666$12.5M1.04%+1,50113F-HRTimeline
Omega Financial Group, LLC129,502$12.5M3.81%+1,70613F-HRTimeline
Winthrop Capital Management, LLC128,488$12.4M3%+13213F-HRTimeline
CABOT WEALTH MANAGEMENT INC128,258$12.4M1.26%+20,81113F-HRTimeline
Atlas Legacy Advisors, LLC128,198$12.4M1.83%+3,70013F-HRTimeline
Pinion Investment Advisors, LLC128,146$12.4M2.35%+14,86613F-HRTimeline
SMITHBRIDGE ASSET MANAGEMENT INC/DE127,511$12.3M1.68%+8,72313F-HRTimeline
Hardy Reed LLC125,821$12.2M0.78%+8213F-HRTimeline
MASSACHUSETTS FINANCIAL SERVICES CO /MA/in group MASSACHUSETTS FINANCIAL SERVI…124,888$12.1M<0.01%-104,56513F-HRTimelineGroup
Physician Wealth Advisors, Inc.124,846$12.1M1.44%-1,40713F-HRTimeline
Plancorp, LLC123,732$11.9M0.29%+54813F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC122,913$11.9M2.91%+10,13113F-HRTimeline
NewCorp Financial Services, Inc.122,591$11.8M9.06%+4,95013F-HRTimeline
Emergent Wealth Advisors, LLC122,017$11.8M6.12%+9,85913F-HRTimeline
Hudson Oak Wealth Advisory LLC121,238$11.7M9.03%+2,16413F-HRTimeline
Prosperity Consulting Group, LLC120,406$11.6M0.44%+5,62813F-HRTimeline
Smith Salley Wealth Management119,957$11.6M0.5%+3,17513F-HRTimeline
Symphony Financial, Ltd. Co.119,393$11.5M1.26%+9,23813F-HRTimeline
Canopy Partners, LLC119,021$11.5M3.46%+1,25713F-HRTimeline
Smith Partners Wealth Management, LLC118,994$11.5M9.14%+25,50813F-HRTimeline
CONNING INC.in group CONNING INC.118,845$11.5M0.34%013F-HRTimelineGroup
J.W. COLE ADVISORS, INC.118,738$11.5M0.2%+3,10513F-HRTimeline
Widmann Financial Services, Inc.118,732$11.5M6.15%+4,23913F-HRTimeline
ArchPoint Investors117,752$11.4M2.4%013F-HRTimeline
Westside Investment Management, Inc.117,494$11.3M1.49%+1,35113F-HRTimeline
Richard W. Paul & Associates, LLC117,424$11.3M3.47%+1,62713F-HRTimeline
BIP Wealth, LLC116,838$11.3M0.32%+96,67013F-HRTimeline
SWMG, LLC116,366$11.3M2.66%+15,05813F-HRTimeline
Versant Capital Management, Inc116,100$11.2M1.01%013F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC115,606$11.2M0.33%-58513F-HRTimelineGroup
BSW Wealth Partners114,416$11.1M1.23%-5,44213F-HRTimeline
Tanager Wealth Management LLP114,019$11M0.96%-2,56813F-HRTimeline
Continuum Advisory, LLC113,726$11M0.89%+4,38913F-HRTimeline
Greenspring Advisors, LLC113,465$11M0.61%-61513F-HRTimeline
Evernest Financial Advisors, LLC112,146$10.8M2.27%-9513F-HRTimeline
Kingsview Wealth Management, LLC112,103$10.8M0.13%+37,43913F-HRTimeline
Abound Wealth Management112,102$10.8M2.15%+13013F-HRTimeline
SC&H Financial Advisors, Inc.111,815$10.8M1.43%-4,46213F-HRTimeline
Snowden Capital Advisors LLC111,754$10.8M0.25%+2,34813F-HRTimeline
Park Place Capital Corp111,700$10.8M1.71%+2,51113F-HRTimeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC111,634$10.8M0.31%-1,44113F-HRTimelineGroup