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Disclosery

IEFA ISHARES TR

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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
Caldwell Trust Co111,455$10.8M0.87%+13,49113F-HRTimeline
Independent Solutions Wealth Management…111,209$10.7M1.4%-2,04113F-HRTimeline
Permanens Capital L.P.111,184$10.7M1.1%+100,59013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV110,385$10.7M0.51%+3,11113F-HRTimeline
Fulton Bank, N.A.110,329$10.7M0.33%+54813F-HRTimeline
Life Planning Partners, Inc109,808$10.6M7.88%-9,17713F-HRTimeline
Family Capital Trust Co109,444$10.6M3.44%-16013F-HR/ATimeline
SYM FINANCIAL Corp108,747$10.5M0.84%+50613F-HRTimeline
Modern Wealth Management, LLC108,452$10.5M0.13%+4713F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…108,238$10.5M0.27%+28013F-HRTimelineGroup
Central Pacific Bank - Trust Division108,123$10.4M1.06%+46,57013F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC107,774$10.4M0.07%+25613F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.107,657$10.4M0.1%+1,56913F-HRTimelineGroup
Aspen Investment Management Inc107,296$10.4M2.79%+3,34113F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…106,041$10.2M0.16%+14,43213F-HRTimelineGroup
TCV Trust & Wealth Management, Inc.105,736$10.2M0.77%+85313F-HRTimeline
CAMELOT TECHNOLOGY ADVISORS, INC.105,665$10.2M6.96%-3,13013F-HRTimeline
FIRST UNITED BANK & TRUST105,428$10.2M2.93%+3,42113F-HRTimeline
Argent Trust Co105,122$10.2M0.29%+22,83413F-HRTimeline
Chicago Partners Investment Group LLC104,106$9.97M0.2%+1,70313F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.103,084$9.96M0.08%+69,88513F-HR/ATimeline
VANGUARD GROUP INCgroup of 3 filers holding102,508$9.9M+1,280Timeline
May Hill Capital, LLC102,228$9.87M2.06%-7,22013F-HRTimeline
Waldron Private Wealth LLC102,206$9.87M0.34%-39613F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…101,722$9.82M0.57%+3413F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC101,295$9.78M0.69%+9,11413F-HRTimeline
Arbor Investment Advisors, LLC100,765$9.73M1.1%-8,56013F-HRTimeline
BEACON ADVISORS HOLDINGS, LLC100,707$9.73M4.76%-44413F-HRTimeline
MSH Capital Advisors LLC100,579$9.71M1.69%+2,75113F-HRTimeline
ACIMA PRIVATE WEALTH, LLC99,334$9.59M2.79%+27713F-HRTimeline
Relyea Zuckerberg Hanson LLC99,318$9.59M0.8%+6,36713F-HR/ATimeline
DRW Securities, LLC99,318$9.59M0.57%+91,65413F-HRTimeline
LOUISBOURG INVESTMENTS INC.98,511$9.51M1.76%+3,32213F-HRTimeline
Advocacy Wealth Management, LLC97,468$9.41M0.34%+4,36213F-HRTimeline
BITTERROOT CAPITAL ADVISORS LLC97,395$9.41M5.67%+10313F-HRTimeline
Laurel Wealth Advisors LLC97,208$9.39M0.91%+24513F-HRTimeline
Waterloo Capital, L.P.97,062$9.37M0.53%-7,43713F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…96,618$9.33M1.18%+5,23713F-HRTimeline
PRAIRIE ADVISORY, LLC96,528$9.32M2.24%13F-HRTimeline
Florida Trust Wealth Management Co96,125$9.28M0.23%-50913F-HRTimeline
Stokes Family Office, LLC95,926$9.26M1.08%-23,24913F-HRTimeline
Custos Family Office, LLC95,412$9.21M5.54%+2,44213F-HRTimeline
State of Tennessee, Department of Treas…95,294$9.2M0.03%013F-HRTimeline
Invesco Ltd.in group Invesco Ltd.95,125$9.19M<0.01%-6,42813F-HRTimelineGroup
Outlook Wealth Advisors, LLC95,081$9.18M1.98%+1,62113F-HRTimeline
Calamos Advisors LLCgroup of 2 filers holding94,331$9.11M-123,130Timeline
CENTRAL TRUST Co93,813$9.06M0.16%-3,53013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC93,457$9.03M0.63%+36713F-HRTimeline
Rodgers & Associates, LTD93,059$8.99M0.82%-3,17813F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.92,452$8.93M0.59%-1,62513F-HRTimelineGroup
VICTORY CAPITAL MANAGEMENT INC92,389$8.92M0.01%-770,85313F-HRTimeline
Sigma Planning Corp91,857$8.87M0.22%-46,96313F-HRTimeline
RATIONAL ADVISORS, INC.91,784$8.86M0.81%-144,42613F-HRTimeline
Madrid Financial Services91,538$8.84M4.68%+4,18613F-HRTimeline
HORIZON BANCORP INC /IN/90,645$8.75M4.1%-2,87013F-HRTimeline
WESBANCO BANK INC90,396$8.73M0.22%+5,17513F-HRTimeline
Hickory Point Bank & Trust89,165$8.61M5.22%013F-HRTimeline
D.A. DAVIDSON & CO.88,908$8.59M0.05%+1,41513F-HRTimeline
Hubbell Strickland Wealth Management, L…88,130$8.51M3.07%+5,36913F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC87,961$8.5M0.02%+76,16413F-HRTimelineGroup
King Wealth Management Group87,962$8.49M0.93%+3,29213F-HRTimeline
Sunbeam Capital Management, LLC87,874$8.49M3.88%+25,80113F-HRTimeline
Roundview Capital LLC87,862$8.49M0.46%+5,38813F-HRTimeline
RIVER'S EDGE WEALTH MANAGEMENT, LLC86,959$8.48M7.46%+5,02213F-HRTimeline
Sandy Cove Advisors, LLC87,703$8.47M2.12%+6,76613F-HRTimeline
Mayflower Financial Advisors, LLC87,684$8.47M0.73%+90413F-HRTimeline
CONSILIO WEALTH ADVISORS, LLC87,549$8.46M2.03%-2,19513F-HRTimeline
CIM INVESTMENT MANAGEMENT INC86,584$8.36M2%-4,96813F-HRTimeline
Daner Wealth Management, LLC82,535$8.35M4.53%-21613F-HRTimeline
IHT Wealth Management, LLC86,324$8.34M0.18%-32113F-HRTimeline
Bryant Woods Investment Advisors, LLC86,308$8.34M2.32%+54,20213F-HRTimeline
Western Wealth Management, LLC86,047$8.31M0.27%+14,27813F-HRTimeline
NWAM LLC85,974$8.3M0.42%+4,82913F-HRTimeline
HARBOUR INVESTMENTS, INC.85,959$8.3M0.11%+5,42013F-HRTimeline
Lynch Investment Planning, LLC85,477$8.26M6.34%+7,54013F-HRTimeline
Sheridan Capital Management, LLC84,727$8.18M3.94%-1,22313F-HRTimeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD83,871$8.1M0.03%-21013F-HRTimelineGroup
MONEYWISE, INC.83,608$8.07M3.01%-10,00313F-HRTimeline
TritonPoint Partners, LLCgroup of 2 filers holding83,486$8.06M+8,601Timeline
Oakwell Private Wealth Management, LLC83,474$8.06M1.34%-23913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
EWA, LLC82,610$7.98M1.46%-3,23713F-HRTimeline
Auour Investments LLC82,194$7.94M2.28%-63513F-HRTimeline
Williams Jones Wealth Management, LLC.81,533$7.87M0.09%+35,38113F-HRTimeline
Vericrest Private Wealth81,495$7.87M7%-72913F-HRTimeline
Clear Creek Financial Management, LLC80,957$7.82M0.5%+31,49513F-HRTimeline
INSIGHT 2811, INC.80,753$7.8M3.16%+33713F-HRTimeline
Saiph Capital, LLC80,570$7.78M2.33%+59413F-HRTimeline
Wealth Analytics Partners, LLC79,502$7.7M2.79%+7,55813F-HRTimeline
Dorsey & Whitney Trust CO LLC79,738$7.7M0.38%+4,18913F-HRTimeline
Churchill Financial Advisors, LLC79,668$7.69M1.48%+1,62613F-HRTimeline
Asset Dedication, LLC79,215$7.65M0.48%+43713F-HRTimeline
CWA Asset Management Group, LLC78,877$7.62M0.23%-2,77113F-HRTimeline
Affinity Capital Advisors, LLC77,415$7.61M0.94%-1,72813F-HRTimeline
Sequent Planning LLC78,396$7.57M1.62%+12,05413F-HRTimeline
New England Private Wealth Advisors LLC78,415$7.55M0.73%+1,75413F-HRTimeline
GENESIS PRIVATE WEALTH, LLC78,081$7.54M2.12%+4,00313F-HRTimeline
Coral Wealth Management, LLC77,562$7.49M6.14%+4,12613F-HRTimeline
Elmwood Wealth Management, Inc.76,954$7.43M1.86%+3,22413F-HRTimeline
North Berkeley Wealth Management, LLC76,889$7.43M3%+37,56313F-HRTimeline
DecisionMap Wealth Management, LLC76,882$7.43M4.16%+3,37313F-HRTimeline
SPINNAKER TRUST76,639$7.4M0.36%+1,11813F-HRTimeline
PRIVATE TRUST CO NA76,472$7.39M0.59%+1,47513F-HRTimeline
Vista Cima Wealth Management LLC75,956$7.34M5.46%+4,94513F-HRTimeline
Curry Webb Wealth Management LLC75,946$7.33M3.04%+4,99413F-HRTimeline
BG Investment Services, LLC75,719$7.31M5.27%-3,27913F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp75,700$7.31M0.31%+8,28813F-HRTimelineGroup
Up Capital Management, Inc.75,584$7.3M5.65%+16,22613F-HRTimeline
Sculati Wealth Management, LLC75,806$7.3M2.43%+1,72013F-HRTimeline
NISA INVESTMENT ADVISORS, LLC74,920$7.24M0.02%+1,43513F-HRTimeline
Wealth Dimensions Group, Ltd.74,650$7.21M1.29%-4,75713F-HRTimeline
Macco Financial Group, Inc.74,181$7.16M4.65%-46,00713F-HRTimeline
Eagle Strategies LLC74,062$7.15M0.71%+3,05513F-HRTimeline
Confluence Wealth Services, Inc.74,064$7.15M0.2%+5,28913F-HRTimeline
Avion Wealth73,959$7.14M1.33%-93813F-HRTimeline
Parkside Financial Bank & Trust73,142$7.06M0.48%+4,37513F-HRTimeline
TWO SIGMA SECURITIES, LLC72,854$7.04M0.61%new13F-HRTimeline
Precision Wealth Strategies, LLC72,498$7M2.11%-43613F-HRTimeline
Madison Asset Management, LLCin group Madison Asset Management, LLC72,252$6.98M0.08%+37,68813F-HRTimelineGroup
LTG Capital LLC72,216$6.97M4.66%+35813F-HRTimeline
Bernard Wealth Management Corp.72,162$6.97M2.57%+3,08413F-HRTimeline
Elyxium Wealth, LLC71,952$6.95M0.73%+1,45613F-HRTimeline
Belpointe Asset Management LLC71,680$6.92M0.23%-5,74213F-HRTimeline
Interchange Capital Partners, LLC71,634$6.92M1.3%-13,71813F-HRTimeline
Center For Asset Management LLC71,539$6.91M3.07%+3,39113F-HRTimeline
Snider Financial Group71,432$6.9M1.76%+6,57413F-HRTimeline
HEADINVEST, LLC70,583$6.82M1.27%+3,31513F-HRTimeline
Schuylkill Financial LLC70,482$6.81M6.29%13F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC70,458$6.8M0.06%+28,71013F-HRTimelineGroup
Busey Bank70,437$6.8M0.16%-13613F-HRTimeline
Visionary Wealth Advisors70,394$6.8M0.27%+1,75413F-HRTimeline
GGM Financial LLC70,278$6.79M2.57%+12,10413F-HRTimeline
Carrera Capital Advisors70,102$6.77M1%+4,83513F-HRTimeline
Adelphi Trust Co70,092$6.77M4.49%+17,69113F-HRTimeline
STOCK YARDS BANK & TRUST CO70,084$6.77M0.19%+12,98813F-HR/ATimeline
Portside Wealth Group, LLC70,013$6.76M0.79%+11,06013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…69,909$6.75M0.19%-1,27613F-HRTimelineGroup
Telos Capital Management, Inc.69,877$6.75M0.59%-97813F-HRTimeline
AtlasMark Financial, Inc69,666$6.73M3.31%+14,19513F-HRTimeline
Premier Private Wealth Management LLC69,250$6.69M5.85%+9,79113F-HRTimeline
Prospera Financial Services Inc68,894$6.66M0.1%+4,79313F-HRTimeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…68,906$6.65M0.55%013F-HRTimelineGroup
Capital Investment Counsel, LLC68,890$6.65M0.82%-1,20113F-HRTimeline
BRIGHTON JONES LLC68,853$6.65M0.12%+7,48513F-HRTimeline
BOSTON RESEARCH & MANAGEMENT INC68,567$6.62M1.46%-98513F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\68,542$6.62M<0.01%-88713F-HRTimelineGroup
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding68,365$6.6M+432Timeline
CITY NATIONAL BANK OF FLORIDA /MSD68,037$6.57M2.76%+42,90713F-HRTimeline
CFS Investment Advisory Services, LLC67,295$6.55M0.44%+29313F-HRTimeline
BCS Private Wealth Management, Inc.67,575$6.53M1.97%+913F-HRTimeline
Financial Synergies Wealth Advisors, In…67,285$6.5M0.55%+75113F-HRTimeline
FIDUCIENT ADVISORS LLC67,204$6.49M0.93%-56,00113F-HRTimeline
Brio Consultants, LLC66,903$6.46M0.76%+81813F-HRTimeline
Envision Financial Transparency, LLC125,975$6.45M5.5%new13F-HRTimeline
RiverGlades Family Offices LLC66,679$6.44M2.95%new13F-HRTimeline
LEUTHOLD GROUP, LLC66,478$6.42M0.65%-613F-HRTimeline
Aprio Wealth Management, LLC66,377$6.41M0.32%-1,94413F-HRTimeline
PKS Advisory Services, LLC66,208$6.39M1.02%-4,46313F-HRTimeline
Westfuller Advisors, LLC66,104$6.38M2.32%+1,15613F-HRTimeline
TAGStone Capital, Inc.66,072$6.38M2.03%-84613F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT65,984$6.37M0.09%-3,17113F-HRTimeline
Meramec Financial Planners, LLC65,808$6.37M2.33%+2,26013F-HRTimeline
Clayton Financial Group LLC65,826$6.36M3.51%-2,07213F-HRTimeline
TFB Advisors LLC65,589$6.33M2.79%+95613F-HRTimeline
ADE, LLC65,500$6.33M2.67%+12413F-HRTimeline
One Degree Advisors Inc65,430$6.29M1.4%+2,32913F-HRTimeline
TruNorth Capital Management, LLC65,020$6.28M1.01%+1,60413F-HRTimeline
Cornerstone National Bank & Trust Co65,347$6.28M2.12%+32,28413F-HRTimeline
PFG Investments, LLC64,828$6.26M0.24%+3,64213F-HRTimeline
CrossGen Wealth, LLC64,385$6.22M4.83%+37,18613F-HRTimeline
Mach-1 Financial Group, LLC64,333$6.21M2.41%+6,29813F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS63,403$6.12M0.62%+28,34013F-HRTimeline
HOWE & RUSLING INC63,196$6.1M0.35%+5,53813F-HRTimeline
SoundView Advisors Inc.62,679$6.05M1.97%+9713F-HRTimeline
Marietta Wealth Management, LLC62,460$6.03M0.62%-3013F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.62,437$6.03M0.36%+48013F-HRTimeline
SELDON CAPITAL LP62,425$6.03M1.89%013F-HRTimeline
Atlanta Consulting Group Advisors, LLC62,176$6M0.95%+54513F-HRTimeline
Greykasell Wealth Strategies, Inc.62,109$6M2.18%+2,23313F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding61,661$5.96M+8,500Timeline
Fortis Capital Advisors, LLC61,639$5.95M0.67%-5,96513F-HRTimeline
Good Steward Wealth Advisors,LLC61,628$5.95M3.59%+90113F-HRTimeline
Gold Investment Management Ltd.61,518$5.94M1.61%+5,98313F-HRTimeline
MATTERS CAPITAL LLC61,518$5.94M4.16%+11013F-HRTimeline
Alliance Private Wealth, LLC61,515$5.94M2.06%-10,18013F-HRTimeline
GENTRY PRIVATE WEALTH, LLC60,891$5.88M3.03%+8,38113F-HRTimeline
INVESTMENT PARTNERS, LTD.60,686$5.86M1.83%-21713F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding60,657$5.86M-3,546Timeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…60,586$5.85M0.31%013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …60,151$5.81M0.06%+1,66613F-HRTimelineGroup
SAPIENT CAPITAL LLC60,114$5.81M0.08%+3,64113F-HR/ATimeline
Segment Wealth Management, LLC60,013$5.8M0.3%-48013F-HRTimeline
RENASANT BANK59,977$5.79M3.72%+1,73613F-HRTimeline
Aptus Capital Advisors, LLC59,851$5.78M0.04%+11,84413F-HRTimeline
Fiduciary Group, LLC59,784$5.77M0.45%-1,46913F-HRTimeline
Ellevest, Inc.59,657$5.76M0.68%+61613F-HRTimeline
Kaydan Wealth Management, Inc.59,590$5.76M1.75%+1,16413F-HRTimeline
Parkwoods Wealth Partners, LLC59,294$5.73M0.92%new13F-HRTimeline
ORRSTOWN FINANCIAL SERVICES INC59,194$5.72M0.85%+2,14513F-HRTimeline
Rothschild Wealth LLC58,920$5.69M0.45%-14,09813F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC58,563$5.66M0.38%-25113F-HRTimeline