Skip to content
Disclosery

IEFA ISHARES TR

Follow

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
Conservest Capital Advisors, Inc.224,373$20.1M1.81%+1,01413F-HRTimeline
Waterway Wealth Management, LLC266,178$20.1M4.54%+58,82313F-HRTimeline
PRIVATE CLIENT SERVICES, LLC223,658$20M6.25%+39,25313F-HRTimeline
Perigon Wealth Management, LLC223,339$20M0.36%+7,92413F-HRTimeline
Summit Trail Advisors, LLC222,236$19.9M0.34%-9,77113F-HRTimeline
Astra Wealth Partners LLC221,805$19.8M12.13%+12,71013F-HRTimeline
WLTH Capital Management, LLC202,450$19.7M15.23%13F-HRTimeline
FIDUCIENT ADVISORS LLC218,298$19.5M2.42%+102,10413F-HRTimeline
Single Point Partners, LLC216,676$19.4M3.83%+5,86713F-HRTimeline
Fairway Wealth LLC777,795$19.4M5.23%+94,00813F-HRTimeline
Ullmann Wealth Partners Group, LLC219,919$19.4M2.02%-1,91713F-HRTimeline
LINCOLN CAPITAL CORP212,523$19M6.75%+4,17213F-HRTimeline
HB Wealth Management, LLC211,434$18.9M0.12%+29,45513F-HRTimeline
Trek Financial, LLC211,407$18.9M1.1%-88,86713F-HRTimeline
SMITHBRIDGE ASSET MANAGEMENT INC/DE210,983$18.9M1.61%+106,85613F-HRTimeline
Compound Planning, Inc.209,568$18.7M0.55%+3,52613F-HRTimeline
Bahl & Gaynor LLC208,340$18.6M0.09%+4,87813F-HRTimeline
Caliber Wealth Management, LLC / KS208,241$18.6M2%+17,12513F-HRTimeline
Argent Advisors, Inc.207,926$18.6M5.19%+45913F-HRTimeline
Crescent Grove Advisors, LLC207,869$18.6M1.77%+3,84813F-HRTimeline
Core Wealth Advisors, Inc.206,766$18.5M4.8%+1,28713F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.206,584$18.5M0.03%+136,24013F-HRTimelineGroup
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…206,046$18.4M0.6%+9,28913F-HRTimelineGroup
WBH ADVISORY INC203,994$18.2M1.35%+9,04613F-HRTimeline
Main Management LLCin group Main Management ETF Advisors,…201,920$18.1M1.3%-2013F-HRTimelineGroup
Global Wealth Management Investment Adv…200,827$18M2.88%+11,20013F-HRTimeline
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCH…199,410$17.8M0.09%013F-HRTimeline
Consolidated Portfolio Review Corp199,247$17.8M1.54%+180,73713F-HRTimeline
ERn Financial, LLC197,956$17.7M3.33%+22,86613F-HRTimeline
LOWE BROCKENBROUGH & CO INC197,692$17.7M0.87%-64813F-HRTimeline
Integrated Investment Consultants, LLC197,426$17.7M3.47%+2,74913F-HR/ATimeline
IFP Advisors, Inc197,423$17.7M0.4%+20,25613F-HRTimeline
LPWM LLC196,192$17.6M4.43%+5,03113F-HRTimeline
WEBSTER BANK, N. A.195,212$17.5M1.64%+2,73013F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.195,177$17.5M6.12%+2,62413F-HRTimeline
Petix & Botte Co194,230$17.4M3.94%+24,75713F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC191,543$17.1M0.54%-1,37713F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…190,646$17.1M0.02%+101,04813F-HRTimelineGroup
HIGHLINE WEALTH PARTNERS LLC189,912$17M4.78%+10,17313F-HRTimeline
Vise Technologies, Inc.189,859$17M0.33%+97,25813F-HRTimeline
Quantinno Capital Management LP189,305$16.9M0.03%+90,60813F-HRTimeline
SAGE RHINO CAPITAL LLC188,405$16.9M3.18%-40013F-HRTimeline
Octavia Wealth Advisors, LLC187,670$16.8M1.6%+11,93013F-HRTimeline
James J. Burns & Company, LLC187,362$16.8M2.31%+13,28913F-HRTimeline
PDS Planning, Inc187,346$16.8M1.12%-19113F-HRTimeline
Caprock Group, LLC186,761$16.7M0.35%-25,33513F-HRTimeline
SkyOak Wealth, LLC186,556$16.7M3%+10,07513F-HRTimeline
Wick Capital Partners, LLC163,226$16.6M2.98%+14,51713F-HR/ATimeline
Forvis Mazars Wealth Advisors, LLC185,263$16.6M0.31%-3,71713F-HRTimeline
RWA WEALTH PARTNERS, LLC184,979$16.5M0.18%+99,93913F-HRTimeline
SageView Advisory Group, LLC184,674$16.5M0.56%+6,80613F-HRTimeline
Manhattan West Asset Management, LLC181,670$16.3M3.33%+147,70913F-HRTimeline
GUIDANCE CAPITAL, INC174,309$16.2M3.95%-33413F-HRTimeline
SOUTHERN CAPITAL ADVISORS, LLC180,321$16.1M7.44%+11,41013F-HRTimeline
Royal Harbor Partners, LLC179,765$16.1M5.32%-2,07213F-HRTimeline
Piedmont Capital Management, LLC179,528$16.1M8.2%-39713F-HRTimeline
Trajan Wealth LLC178,439$16M0.67%-1,30713F-HRTimeline
RATIONAL ADVISORS, INC.177,332$15.9M1.62%+37,15213F-HRTimeline
Per Stirling Capital Management, LLC.176,822$15.8M1.78%-1,85713F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC175,135$15.7M0.09%+11,78213F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA175,016$15.7M0.07%13F-HRTimelineGroup
RIVERSEDGE ADVISORS, LLC174,716$15.6M2.54%-42,09413F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.174,440$15.6M7.68%+3,25113F-HRTimeline
COURIER CAPITAL LLC172,755$15.5M0.87%-72,93013F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC172,672$15.4M4.21%+2,33813F-HRTimeline
MARQUETTE ASSOCIATES, INC.171,209$15.3M19.61%-5,30313F-HRTimeline
Topel & Distasi Wealth Management, LLC171,004$15.3M7.47%+29513F-HRTimeline
Sequoia Financial Advisors, LLC170,098$15.2M0.09%+38,86713F-HRTimeline
Berman McAleer LLC167,706$15M2.05%-6,23713F-HRTimeline
SHRIER WEALTH MANAGEMENT, LLC167,442$15M5.9%13F-HRTimeline
STEPHENS GROUP ASSET MANAGEMENT, LLCin group STEPHENS GROUP ASSET MANAGEME…166,908$14.9M1%+1,35213F-HRTimelineGroup
FIRST MERCHANTS CORP165,750$14.8M0.55%+2,26313F-HRTimeline
Randall & Associates Wealth Management165,731$14.8M10.28%-1,05413F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC165,696$14.8M7.52%+8,65813F-HRTimeline
Gladstone Institutional Advisory LLC162,085$14.5M0.55%+2,09613F-HRTimeline
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC161,486$14.4M0.76%+9,25013F-HRTimelineGroup
PRICE T ROWE ASSOCIATES INC /MD/160,781$14.4M<0.01%-4,81813F-HRTimeline
One Capital Management, LLC160,598$14.4M0.43%+104,09113F-HRTimeline
Advisory Services Network, LLC158,698$14.2M0.2%+7,30013F-HRTimeline
Tortoise Investment Management, LLC158,462$14.2M1.25%-1,46513F-HRTimeline
Columbia Bank158,157$14.1M3.93%+5,50213F-HRTimeline
MGO ONE SEVEN LLC158,006$14.1M0.29%+8,78813F-HRTimeline
Cassilly Financial Group LLC157,980$14.1M12.49%13F-HRTimeline
NORTHCAPE WEALTH MANAGEMENT, LLC157,646$14.1M3.99%+81013F-HRTimeline
Aspect Partners, LLC157,317$14.1M6.16%+18,78913F-HRTimeline
Arkadios Wealth Advisors157,268$14.1M0.28%+60,91913F-HRTimeline
Riverview Trust Co157,038$14M16.91%+1,79713F-HRTimeline
IFS Advisors, LLC156,638$14M7.28%-42,11013F-HRTimeline
Regal Investment Advisors LLC156,526$14M0.84%+16,01413F-HRTimeline
Aspen Wealth Strategies, LLC156,305$14M7.65%+41,33713F-HRTimeline
Federation des caisses Desjardins du Qu…156,095$14M0.05%+22,65013F-HRTimeline
Carbahal Olsen Financial Services Group…155,392$13.9M10.67%+1,28413F-HRTimeline
Armbruster Capital Management, Inc.155,248$13.9M2.33%-1,21113F-HRTimeline
Harbour Capital Advisors, LLC151,564$13.7M2.79%+43513F-HRTimeline
ANDERSON HOAGLAND & CO152,981$13.7M1.18%-61613F-HRTimeline
Winthrop Capital Management, LLC152,660$13.7M3.18%-4,35913F-HRTimeline
MOTIVE WEALTH ADVISORS152,209$13.6M5.8%+4,32913F-HRTimeline
Brooklyn FI, LLC151,931$13.6M2.91%+22,75513F-HRTimeline
GoalVest Advisory LLC151,914$13.6M2.6%+30,23913F-HRTimeline
Flywheel Private Wealth LLC151,715$13.6M8.47%+31,69113F-HRTimeline
Enclave Advisors LLC151,627$13.6M1.92%+28,24413F-HRTimeline
VAUGHAN & Co SECURITIES, INC.150,816$13.5M6.98%+7,61813F-HRTimeline
Coastal Bridge Advisors, LLC150,501$13.5M1.01%+63,43413F-HRTimeline
Arvest Bank Trust Division150,178$13.4M0.73%-4,73913F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC149,916$13.4M0.97%+34,48113F-HRTimeline
Larson Financial Group LLC149,733$13.4M0.45%-25,12313F-HRTimeline
Adaptive Financial Consulting, LLC148,501$13.3M5.17%+4,48413F-HRTimeline
Omnia Family Wealth, LLC148,393$13.3M3.92%-49513F-HRTimeline
Pinion Investment Advisors, LLC146,694$13.1M3.2%+16,34413F-HRTimeline
Next Capital Management LLC146,055$13.1M4.18%+11,59813F-HRTimeline
Veery Capital, LLC145,241$13M3.99%+6913F-HRTimeline
YHB Investment Advisors, Inc.144,513$12.9M0.89%+17,73613F-HRTimeline
Nova R Wealth, Inc.144,415$12.9M4.71%-10,75213F-HRTimeline
Certified Advisory Corp144,356$12.9M1.18%+25,33813F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.143,378$12.8M7.63%+51013F-HRTimeline
Savvy Advisors, Inc.142,804$12.8M0.41%+60,96513F-HRTimeline
Foundry Financial Group, Inc.142,000$12.7M6.36%+6,39613F-HRTimeline
Rossmore Private Capital141,907$12.7M1.14%+13,06413F-HRTimeline
Summit Wealth Partners, LLC141,653$12.7M2.34%-64213F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC139,966$12.5M0.01%-38,33013F-HRTimeline
Strategic Equity Management139,951$12.5M4.25%-33,93113F-HRTimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …139,056$12.4M1.63%-1,82413F-HRTimeline
MV CAPITAL MANAGEMENT, INC.137,140$12.3M1.18%+40,73313F-HRTimeline
Alliance Wealth Management Group136,964$12.3M2.69%+5,52313F-HRTimeline
Meridian Wealth Management, LLC135,886$12.2M0.43%+7,18313F-HRTimeline
HERITAGE INVESTORS MANAGEMENT CORP134,741$12.1M0.35%-48713F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC133,744$12M4.65%+36113F-HRTimeline
ACORN CREEK CAPITAL LLC132,878$11.9M4.27%+5,54713F-HRTimeline
Scarborough Advisors, LLC132,780$11.9M2.01%+2,78013F-HRTimeline
Silverleafe Capital Partners, LLC132,410$11.8M3.52%-75113F-HRTimeline
Montecito Bank & Trust132,033$11.8M1.88%-1,88813F-HRTimeline
Deane Retirement Strategies, Inc.131,809$11.8M4.88%+20113F-HRTimeline
Penney Financial, LLC131,595$11.8M4.54%+13,15913F-HRTimeline
SlateStone Wealth, LLC131,516$11.8M0.98%+8,12613F-HRTimeline
MidFirst Bank131,371$11.8M0.94%13F-HRTimeline
Physician Wealth Advisors, Inc.131,174$11.7M1.63%-2,92013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.131,085$11.7M0.13%+73,40613F-HRTimelineGroup
FOUNDERS FINANCIAL SECURITIES LLC130,543$11.7M0.69%-34,39313F-HRTimeline
FIRST MANHATTAN CO. LLC.130,366$11.7M0.03%+115,08013F-HRTimeline
Planned Solutions, Inc.128,512$11.5M3.72%+25,52813F-HRTimeline
Sigma Planning Corp126,760$11.3M0.31%+15,24813F-HRTimeline
Omega Financial Group, LLC125,990$11.3M3.75%+1,29013F-HRTimeline
Hardy Reed LLC125,827$11.3M0.8%013F-HRTimeline
BSW Wealth Partners125,622$11.2M1.35%-12,79513F-HRTimeline
Atlas Legacy Advisors, LLC124,850$11.2M1.96%+14,08413F-HRTimeline
Waycross Investment Management Co124,676$11.2M9.81%+2,79513F-HRTimeline
Montz Harcus Wealth Management LLC124,446$11.1M4.51%+1,85913F-HRTimeline
Plancorp, LLC123,452$11M0.33%-1,41313F-HRTimeline
10Elms LLP123,178$11M10.11%+1,59513F-HRTimeline
EASTERN BANK123,009$11M0.19%+113,69513F-HRTimeline
Cornerstone Advisory, LLC122,819$11M1.05%-5,36313F-HRTimeline
Evernest Financial Advisors, LLC112,884$11M2.3%-1,04513F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …121,268$10.8M0.21%+36,62413F-HRTimelineGroup
Stokes Family Office, LLC120,078$10.7M0.98%+6213F-HRTimeline
Invesco Ltd.in group Invesco Ltd.120,030$10.7M<0.01%-20,44113F-HRTimelineGroup
Canopy Partners, LLC119,761$10.7M3.49%-33013F-HRTimeline
Horizon Investments, LLC119,660$10.7M0.14%-42,09013F-HRTimeline
SC&H Financial Advisors, Inc.119,068$10.7M1.65%-78213F-HRTimeline
Life Planning Partners, Inc119,055$10.7M8.16%-6,61213F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC118,930$10.6M0.36%+4,98613F-HRTimelineGroup
Richard W. Paul & Associates, LLC118,909$10.6M3.53%+6,07513F-HRTimeline
CONNING INC.in group CONNING INC.118,845$10.6M0.36%013F-HRTimelineGroup
Tanager Wealth Management LLP118,355$10.6M1.06%+2,16213F-HRTimeline
Urban Financial Advisory Corp118,349$10.6M4.16%+10,08313F-HRTimeline
FIRST NATIONAL BANK OF OMAHAgroup of 2 filers holding117,745$10.6M+115,155Timeline
ArchPoint Investors117,752$10.5M2.5%013F-HRTimeline
Independent Solutions Wealth Management…117,744$10.5M1.94%-6,76213F-HRTimeline
Waterloo Capital, L.P.117,485$10.5M0.76%-150,94513F-HRTimeline
Cordgrass Capital Advisors, LLC117,359$10.5M2.52%-3,25413F-HRTimeline
Hudson Oak Wealth Advisory LLC117,104$10.5M9.24%13F-HRTimeline
SWMG, LLC108,900$10.4M2.89%+7,22613F-HRTimeline
Modern Wealth Management, LLC116,057$10.4M0.19%+7,45513F-HRTimeline
SAWGRASS ASSET MANAGEMENT LLC115,689$10.3M1.29%+70813F-HRTimeline
Sunbelt Securities, Inc.115,393$10.3M0.69%+6,66113F-HRTimeline
MONEYWISE, INC.115,293$10.3M4.29%+23,53013F-HRTimeline
Mechanics Financial Corp115,169$10.3M3.8%+1,93413F-HRTimeline
DEFINED WEALTH MANAGEMENT, LLC114,707$10.3M5.92%-59113F-HRTimeline
Widmann Financial Services, Inc.114,631$10.3M6.27%+2,41913F-HRTimeline
NewCorp Financial Services, Inc.114,569$10.2M9.08%13F-HRTimeline
MATHER GROUP, LLC.114,460$10.2M0.11%+26013F-HRTimeline
Greenspring Advisors, LLC114,419$10.2M0.63%+108,19813F-HRTimeline
Providence Capital Advisors, LLC114,213$10.2M1.72%-1,28513F-HRTimeline
Sage Advisory Services, Ltd.Co.113,654$10.2M5.54%-23,65413F-HRTimeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC113,075$10.1M0.15%+50,73113F-HRTimelineGroup
Snowden Capital Advisors LLC112,590$10.1M0.26%-38413F-HRTimeline
Abound Wealth Management112,449$10.1M2.36%+80013F-HRTimeline
Smith Salley Wealth Management112,413$10.1M0.5%+66413F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC111,464$10M2.8%+4,77913F-HRTimeline
Accurate Wealth Management, LLC107,899$9.94M1.26%+6,57613F-HRTimeline
Beirne Wealth Consulting Services, LLC110,755$9.91M2.87%+2,26613F-HRTimeline
Family Capital Trust Co110,362$9.87M3.22%-47,80613F-HRTimeline
Arbor Investment Advisors, LLC109,840$9.83M1.29%-11,91413F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…108,778$9.73M0.62%-1,34513F-HRTimeline
Calamos Advisors LLCgroup of 2 filers holding108,607$9.72M-3,259Timeline
Diversify Advisory Services, LLCgroup of 2 filers holding104,901$9.72M+21,499Timeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…108,323$9.69M0.29%+69513F-HRTimelineGroup
SYM FINANCIAL Corp108,241$9.68M0.99%-2,65113F-HRTimeline
WealthPlan Investment Management, LLC106,690$9.54M0.61%+45,70513F-HRTimeline
Continuum Advisory, LLC106,350$9.51M0.95%-1,90113F-HRTimeline
Commonwealth Financial Services, LLC105,824$9.47M1.56%+8,06413F-HRTimeline