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Disclosery

IEFA ISHARES TR

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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
MONEY CONCEPTS CAPITAL CORP204,601$17.1M1.14%+36,80413F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC204,474$17.1M0.36%+15,17013F-HRTimelineGroup
Perigon Wealth Management, LLC203,717$17M0.4%+10,28613F-HRTimeline
Single Point Partners, LLC202,884$16.9M3.7%+3,76613F-HRTimeline
Crescent Grove Advisors, LLC201,256$16.8M1.63%+19713F-HRTimeline
Liquid Strategies, LLC200,592$16.7M3.66%+37,55313F-HRTimeline
Better Money Decisions, LLC200,431$16.7M10.17%+4,77413F-HRTimeline
LOWE BROCKENBROUGH & CO INC199,087$16.6M0.93%-5,56313F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC198,002$16.5M0.58%-9,21013F-HRTimeline
Astra Wealth Partners LLC196,764$16.4M13.25%+22,35113F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC194,079$16.2M0.01%-133,27213F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC193,747$16.2M0.12%+4,02513F-HR/ATimelineGroup
Custos Family Office, LLC193,433$16.1M5.15%+4,18813F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.192,053$16M6.36%+66413F-HRTimeline
IFS Advisors, LLC190,896$15.9M12.06%+190,51713F-HRTimeline
Forvis Mazars Wealth Advisors, LLC190,099$15.9M0.34%-3,01113F-HRTimeline
PDS Planning, Inc189,954$15.9M1.18%+28513F-HRTimeline
Ashton Thomas Private Wealth, LLC189,903$15.9M0.56%+39,02813F-HRTimeline
Fairway Wealth LLC610,255$15.8M5.05%+428,50213F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC188,066$15.7M0.01%+97,65713F-HRTimelineGroup
WEBSTER BANK, N. A.186,253$15.5M1.61%+4,74013F-HRTimeline
Integrated Investment Consultants, LLC186,076$15.5M3.05%+10,19313F-HRTimeline
BECKER CAPITAL MANAGEMENT INC185,444$15.5M0.48%+9,57113F-HRTimeline
SAGE RHINO CAPITAL LLC185,390$15.5M3.27%+13,88413F-HRTimeline
LPWM LLC184,640$15.4M4.5%-8,43113F-HRTimeline
Trajan Wealth LLC183,908$15.4M0.75%-16,35313F-HRTimeline
Global Wealth Management Investment Adv…183,782$15.3M2.88%+16,03413F-HRTimeline
Per Stirling Capital Management, LLC.182,909$15.3M1.99%+17,97713F-HRTimeline
Sage Advisory Services, Ltd.Co.181,656$15.2M8.26%-6,85613F-HRTimeline
CX Institutional181,014$15.1M0.53%-1,310,95313F-HR/ATimeline
SkyOak Wealth, LLC179,455$15M3.01%+9,73213F-HRTimeline
Caliber Wealth Management, LLC / KS178,625$14.9M1.6%+11,10913F-HRTimeline
Family Capital Trust Co178,148$14.9M5.15%-2,45113F-HRTimeline
SageView Advisory Group, LLC178,099$14.9M0.56%-8,66813F-HRTimeline
Strategic Equity Management177,498$14.8M5.45%+174,44213F-HRTimeline
Randall & Associates Wealth Management177,173$14.8M11.37%-9,94213F-HRTimeline
Piedmont Capital Management, LLC176,647$14.7M8.53%-49913F-HRTimeline
Wick Capital Partners, LLC4,878$14.7M3.86%-143,80113F-HRTimeline
Aspect Partners, LLC176,342$14.7M7.26%+70,24113F-HRTimeline
MARQUETTE ASSOCIATES, INC.175,490$14.6M14.37%-2,42213F-HRTimeline
GUIDANCE CAPITAL, INC177,155$14.5M4.13%-4,84713F-HRTimeline
DOHJ, LLC187,450$14.4M4.18%-34,11013F-HRTimeline
WCG Wealth Advisors LLC172,176$14.4M0.93%+154,47113F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC170,579$14.2M4.53%+2,22213F-HRTimeline
Octavia Wealth Advisors, LLC169,677$14.2M1.61%-3,58213F-HRTimeline
Advisory Services Network, LLC171,895$14.1M0.23%+13,16913F-HRTimeline
STEPHENS GROUP ASSET MANAGEMENT, LLCin group STEPHENS GROUP ASSET MANAGEME…167,594$14M1.01%+7,88513F-HRTimelineGroup
ERn Financial, LLC167,052$13.9M2.94%+92113F-HRTimeline
Topel & Distasi Wealth Management, LLC166,719$13.9M7.3%-13,39313F-HRTimeline
James J. Burns & Company, LLC166,413$13.9M2.27%+1,66713F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC165,104$13.8M0.54%-4,11213F-HRTimelineGroup
Royal Harbor Partners, LLC164,889$13.8M5.03%+76,84413F-HRTimeline
Glenmede Investment Management, LP164,680$13.7M0.07%13F-HRTimeline
Texas Capital Bancshares Inc/TX164,187$13.7M4.96%-3,10013F-HRTimeline
Tortoise Investment Management, LLC163,616$13.7M1.3%-4,75713F-HRTimeline
Avid Wealth Partners LLC162,997$13.6M7.78%+50,64813F-HRTimeline
IFP Advisors, Inc161,692$13.5M0.38%+25,79213F-HRTimeline
SOUTHERN CAPITAL ADVISORS, LLC160,517$13.4M6.85%+2,58413F-HRTimeline
SCOTIA CAPITAL INC.158,579$13.2M0.06%+1,07813F-HRTimeline
FIRST MERCHANTS CORP157,682$13.2M0.51%+7,17113F-HRTimeline
Harbour Capital Advisors, LLC156,169$13M2.75%+33013F-HRTimeline
Winthrop Capital Management, LLC155,863$13M3.29%-8,55613F-HRTimeline
Petix & Botte Co155,285$13M3.18%+12,89213F-HRTimeline
NORTHCAPE WEALTH MANAGEMENT, LLC155,072$12.9M3.95%+92013F-HRTimeline
Riverview Trust Co154,809$12.9M16.08%-1,33113F-HRTimeline
ANDERSON HOAGLAND & CO154,303$12.9M1.23%+21,57113F-HRTimeline
Carbahal Olsen Financial Services Group…153,858$12.8M10.95%+34813F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC153,764$12.8M3.8%+22,89813F-HRTimeline
Nova R Wealth, Inc.153,307$12.8M5.95%+16,95913F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC152,663$12.7M0.09%+30,58313F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.152,347$12.7M6.58%-8,79513F-HRTimeline
Omnia Family Wealth, LLC151,899$12.7M4.59%-15913F-HRTimeline
First Horizon Advisors, Inc.150,806$12.6M0.33%-80913F-HRTimeline
Armbruster Capital Management, Inc.150,396$12.6M2.27%+3,86813F-HRTimeline
MOTIVE WEALTH ADVISORS150,324$12.5M5.71%-1,82113F-HRTimeline
NEPC LLC149,536$12.5M0.32%+20,19213F-HRTimeline
HB Wealth Management, LLC149,134$12.4M0.1%+15,12313F-HRTimeline
HERITAGE INVESTORS MANAGEMENT CORP148,130$12.4M0.39%-2,37513F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC147,306$12.3M7.23%+28213F-HRTimeline
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC147,136$12.3M0.71%+9,30813F-HRTimelineGroup
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …146,312$12.2M1.68%-23,10013F-HRTimeline
Adaptive Financial Consulting, LLC146,056$12.2M5.09%-1,88113F-HRTimeline
Veery Capital, LLC145,592$12.2M4.18%+15613F-HRTimeline
Summit Trail Advisors, LLC145,427$12.1M0.21%+29,93413F-HRTimeline
Physician Wealth Advisors, Inc.144,985$12.1M1.9%-3,68513F-HRTimeline
Summit Wealth Partners, LLC143,895$12M2.29%-1,10013F-HRTimeline
Sequoia Financial Advisors, LLC142,157$11.9M0.08%+7,95613F-HRTimeline
BSW Wealth Partners140,368$11.7M1.61%-28,95713F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC139,759$11.7M0.28%+41,35513F-HRTimeline
Columbia Bank137,979$11.5M3.5%+39,15913F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC137,519$11.5M0.87%-15,01413F-HRTimeline
VAUGHAN & Co SECURITIES, INC.136,221$11.4M6.52%+10,55313F-HRTimeline
Invesco Ltd.in group Invesco Ltd.135,766$11.3M<0.01%-31,77713F-HRTimelineGroup
SOUTH PLAINS FINANCIAL, INC.135,067$11.3M7.93%-2,80213F-HRTimeline
RWA WEALTH PARTNERS, LLC134,935$11.3M0.14%-5,64013F-HRTimeline
Deane Retirement Strategies, Inc.133,497$11.1M4.99%+2,24113F-HRTimeline
Arbor Investment Advisors, LLC133,421$11.1M1.43%-29113F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC133,324$11.1M4.56%+83013F-HRTimeline
Horizon Investments, LLC133,144$11.1M0.18%-80,45013F-HRTimeline
Foundry Financial Group, Inc.132,795$11.1M6.31%+7,19213F-HRTimeline
SummitTX Capital, L.P.130,200$10.9M0.48%new13F-HRTimeline
SPC Financial, Inc.129,816$10.8M0.91%-696,50013F-HRTimeline
Brooklyn FI, LLC129,362$10.8M2.77%+63,21513F-HRTimeline
Rossmore Private Capital129,027$10.8M1.26%+5,29813F-HRTimeline
Federation des caisses Desjardins du Qu…128,511$10.7M0.05%+3,54713F-HRTimeline
Hardy Reed LLC125,827$10.5M0.84%-18713F-HRTimeline
Independent Solutions Wealth Management…125,410$10.5M2.04%-57013F-HRTimeline
Life Planning Partners, Inc125,172$10.4M8.32%+3,44313F-HRTimeline
Plancorp, LLC124,900$10.4M0.36%+22,94913F-HRTimeline
Regal Investment Advisors LLC124,634$10.4M0.78%+11,69413F-HRTimeline
Silverleafe Capital Partners, LLC123,248$10.3M3.59%new13F-HRTimeline
Omega Financial Group, LLC122,014$10.2M3.67%+65913F-HRTimeline
Canopy Partners, LLC121,675$10.2M3.73%-52213F-HRTimeline
PRIVATE CLIENT SERVICES, LLC121,661$10.2M3.96%+35,01713F-HRTimeline
ACORN CREEK CAPITAL LLC121,352$10.1M4.21%+13,55713F-HRTimeline
Pathway Financial Advisors LLC120,964$10.1M1.48%+88,69613F-HRTimeline
Birchcreek Wealth Management, LLC120,609$10.1M5.7%+12,06213F-HRTimeline
10Elms LLP120,099$10M9.54%+1,79613F-HRTimeline
Montz Harcus Wealth Management LLC120,085$10M4.84%+2,36313F-HRTimeline
Stokes Family Office, LLC120,034$10M1.05%+1,95713F-HRTimeline
ROVIN CAPITAL /UT/ /ADV119,978$10M3.03%+4,16313F-HRTimeline
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPin group ARROWSTREET CAPITAL, LIMITED …119,791$10M0.01%+3,05013F-HRTimelineGroup
SC&H Financial Advisors, Inc.119,762$10M1.71%+1,42613F-HRTimeline
Sigma Planning Corp119,642$9.99M0.3%+1,20113F-HRTimeline
Waycross Investment Management Co119,138$9.95M10.35%+89,04713F-HRTimeline
CONNING INC.in group CONNING INC.118,845$9.92M0.34%013F-HRTimelineGroup
Tanager Wealth Management LLP118,731$9.91M1.17%-36313F-HRTimeline
EARNED WEALTH ADVISORS, LLC117,990$9.85M1.93%+29,62913F-HRTimeline
Wells Trecaso Financial Group, LLC117,924$9.84M3.04%+5,17713F-HRTimeline
ArchPoint Investors117,752$9.83M2.89%013F-HRTimeline
FIDUCIENT ADVISORS LLC117,307$9.79M1.2%+55,93213F-HRTimeline
Cordgrass Capital Advisors, LLC116,623$9.74M2.63%+1,85013F-HRTimeline
COUNTRY CLUB BANK116,675$9.72M0.61%+3,08113F-HRTimeline
Next Capital Management LLC116,335$9.71M3.59%+11,92413F-HRTimeline
Westside Investment Management, Inc.115,561$9.65M1.79%-5213F-HRTimeline
SAWGRASS ASSET MANAGEMENT LLC115,322$9.63M1.09%-63213F-HRTimeline
DEFINED WEALTH MANAGEMENT, LLC115,263$9.62M5.95%+9013F-HRTimeline
Evernest Financial Advisors, LLC114,286$9.54M3.09%+4,07113F-HRTimeline
Atlas Legacy Advisors, LLC114,091$9.52M2.1%+12,06713F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp113,999$9.52M0.42%-13,30413F-HRTimelineGroup
J.W. COLE ADVISORS, INC.113,716$9.49M0.2%+21,18713F-HRTimeline
Cornerstone Advisory, LLC113,701$9.49M1.02%+2,25413F-HRTimeline
MATHER GROUP, LLC.113,636$9.49M0.1%-42113F-HRTimeline
YHB Investment Advisors, Inc.113,237$9.45M0.73%+19,77313F-HRTimeline
Precision Wealth Strategies, LLC112,696$9.41M3.05%+109,02913F-HRTimeline
Smith Salley Wealth Management112,656$9.4M0.54%+97313F-HRTimeline
FDx Advisors, Inc.112,535$9.39M2.87%-2,59513F-HRTimeline
SlateStone Wealth, LLC112,448$9.39M0.88%+11,09313F-HRTimeline
Helium Advisors LLC112,436$9.39M5.94%+5,27213F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…112,384$9.38M0.65%+1,12213F-HRTimeline
Scarborough Advisors, LLC111,877$9.34M1.85%+19,43713F-HRTimeline
Snowden Capital Advisors LLC111,713$9.33M0.28%+1,17213F-HRTimeline
Richard W. Paul & Associates, LLC111,637$9.32M3.37%-1,31613F-HRTimeline
Abound Wealth Management111,469$9.31M2.63%+10,53413F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC111,300$9.28M0.85%-89513F-HRTimeline
SYM FINANCIAL Corp110,892$9.26M1.04%013F-HRTimeline
Modern Wealth Management, LLC109,018$9.1M0.23%+6,24213F-HR/ATimeline
Wealthstream Advisors, Inc.108,680$9.07M1.51%-1,62313F-HRTimeline
Widmann Financial Services, Inc.108,406$9.05M6.31%+2,12013F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…108,122$9.03M0.31%-57,99213F-HRTimelineGroup
Beirne Wealth Consulting Services, LLC107,898$9.01M2.92%+50,46713F-HRTimeline
Mechanics Financial Corp107,857$9M3.83%+4,31713F-HRTimeline
Chicago Partners Investment Group LLC105,237$9M0.26%-4,04813F-HRTimeline
Jackson Hole Capital Partners, LLC107,563$8.98M1.65%+2,58013F-HRTimeline
Enclave Advisors LLC107,313$8.96M1.45%+21,29613F-HRTimeline
Flywheel Private Wealth LLC107,297$8.96M7.19%+7,60713F-HRTimeline
CIM INVESTMENT MANAGEMENT INC106,727$8.91M1.7%-112,42713F-HRTimeline
Providence Capital Advisors, LLC106,578$8.9M1.63%+5,19413F-HRTimeline
GoalVest Advisory LLC106,398$8.88M2.2%+12,18813F-HRTimeline
Urban Financial Advisory Corp106,030$8.85M4.45%+5,03813F-HRTimeline
Central Pacific Bank - Trust Division105,516$8.81M1.12%-78513F-HRTimeline
Calamos Wealth Management LLCin group Calamos Advisors LLC105,405$8.8M0.37%+10,72713F-HRTimelineGroup
Aspen Wealth Strategies, LLC105,245$8.79M5.3%+5,78713F-HRTimeline
Continuum Advisory, LLC104,977$8.76M1.05%+1,76713F-HRTimeline
Alliance Wealth Management Group104,873$8.75M2.23%+2213F-HRTimeline
INSTRUMENTAL WEALTH, LLC106,196$8.73M6.94%+2,38813F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC102,831$8.58M2.82%-99913F-HRTimeline
Waldron Private Wealth LLC102,234$8.53M0.37%+84013F-HRTimeline
Penney Financial, LLC102,057$8.52M4.33%+5,49913F-HRTimeline
ELEMENT POINTE ADVISORS, LLC101,975$8.51M2.06%-3813F-HRTimeline
State of Tennessee, Department of Treas…100,863$8.42M0.03%013F-HRTimeline
Meridian Wealth Management, LLC100,585$8.4M0.36%+53,12313F-HRTimeline
D.A. DAVIDSON & CO.99,584$8.31M0.06%-8,85613F-HRTimeline
HORIZON BANCORP INC /IN/98,834$8.25M4.15%-3,90513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Rock Creek Group LLCin group Rock Creek Group LLC113,799$8.19M0.96%-23,85613F-HRTimelineGroup
Red Tortoise LLC97,890$8.17M3.99%+1,48913F-HRTimeline
SMITHBRIDGE ASSET MANAGEMENT INC/DE97,851$8.17M1.43%+6,43513F-HRTimeline
Interchange Capital Partners, LLC97,238$8.12M1.88%-6,36313F-HR/ATimeline
Graypoint LLC97,038$8.1M0.46%+3,16113F-HRTimeline
TCV Trust & Wealth Management, Inc.97,004$8.1M0.71%-13613F-HRTimeline
May Hill Capital, LLC96,591$8.06M2.65%+14,32013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV95,735$7.99M0.55%+3,33213F-HRTimeline
Emerald Advisors, LLC95,240$7.95M1.02%-4,94113F-HRTimeline
Pinion Investment Advisors, LLC94,886$7.92M2.73%-54,89413F-HRTimeline
Rodgers & Associates, LTD94,874$7.92M0.87%-7313F-HRTimeline
Affinity Capital Advisors, LLC93,935$7.84M1.35%-1,07813F-HRTimeline
Planned Solutions, Inc.93,237$7.78M2.99%+3,03513F-HRTimeline
MONEYWISE, INC.92,555$7.73M3.62%new13F-HRTimeline
CONSILIO WEALTH ADVISORS, LLC91,226$7.6M2.71%new13F-HRTimeline
CAMELOT TECHNOLOGY ADVISORS, INC.90,565$7.56M6.53%+4,42113F-HRTimeline