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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
Vigilare Wealth Management90,164$7.53M2.82%new13F-HRTimeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD89,346$7.46M0.03%+2,61513F-HRTimelineGroup
Hickory Point Bank & Trust89,165$7.44M6.01%+33413F-HRTimeline
Aspen Investment Management Inc88,969$7.43M3.12%+12,53713F-HRTimeline
Accurate Wealth Management, LLC88,185$7.4M1.13%+11,34213F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC88,428$7.38M0.01%+5,75613F-HRTimelineGroup
SILVERCREST ASSET MANAGEMENT GROUP LLC88,377$7.38M0.05%+51,59013F-HRTimeline
Certified Advisory Corp88,338$7.37M0.77%+12,10013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…87,375$7.29M0.01%-1,988,60013F-HRTimelineGroup
NBT BANK, N.A.in group NBT BANK, N.A.86,420$7.21M0.5%-2,23513F-HRTimelineGroup
Daner Wealth Management, LLC84,534$7.2M4.97%13F-HRTimeline
Avion Wealth85,956$7.17M1.64%-4,21313F-HR/ATimeline
Compound Planning, Inc.85,911$7.17M0.27%+49,12513F-HRTimeline
Oakwell Private Wealth Management, LLC85,850$7.17M1.65%-7613F-HRTimeline
Laurel Wealth Advisors LLC85,723$7.16M1.07%+8,22613F-HR/ATimeline
B. Riley Wealth Advisors, Inc.85,529$7.14M0.35%-41,89313F-HRTimeline
Wealth Dimensions Group, Ltd.85,046$7.1M1.56%+61513F-HRTimeline
Commonwealth Financial Services, LLC84,543$7.06M1.36%new13F-HRTimeline
LOUISBOURG INVESTMENTS INC.84,484$7.05M1.66%+3,29913F-HRTimeline
SWMG, LLC83,994$7.01M2.36%+3,63513F-HRTimeline
IHT Wealth Management, LLC83,665$6.98M0.19%+11,25213F-HRTimeline
Asset Dedication, LLC83,367$6.96M0.51%+10313F-HRTimeline
Relyea Zuckerberg Hanson LLC82,985$6.93M0.81%+46913F-HRTimeline
INSIGHT 2811, INC.82,878$6.92M3.28%+1,29113F-HRTimeline
NWAM LLC83,753$6.9M0.4%+3,29113F-HR/ATimeline
VANGUARD GROUP INCgroup of 2 filers holding81,466$6.81M+12,356Timeline
Paladin Advisory Group, LLC80,876$6.75M5.16%+1,52913F-HRTimeline
Sunbelt Securities, Inc.95,932$6.74M0.6%-74213F-HRTimeline
King Wealth Management Group80,513$6.72M0.91%+1,59713F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT80,198$6.69M0.1%+68,04413F-HRTimeline
Mayflower Financial Advisors, LLC80,023$6.68M0.93%-97213F-HRTimeline
Florida Trust Wealth Management Co79,481$6.64M0.2%+23,25913F-HRTimeline
BG Investment Services, LLC77,873$6.62M8.27%-28,00213F-HRTimeline
LEUTHOLD GROUP, LLC78,957$6.59M0.79%+4,04813F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…78,418$6.55M0.14%-3,32413F-HRTimelineGroup
Pinnacle Financial Partners Inc78,203$6.53M0.14%-8,90413F-HRTimeline
TFB Advisors LLC78,029$6.51M1.71%+3,26413F-HRTimeline
Arkadios Wealth Advisors77,679$6.48M0.19%+6,54413F-HRTimeline
PRIVATE TRUST CO NA77,504$6.47M0.62%-3,92613F-HRTimeline
TruNorth Capital Management, LLC76,036$6.35M1.41%-1,73013F-HRTimeline
AVALON CAPITAL MANAGEMENT75,985$6.34M1.7%-1,72313F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…75,089$6.27M1%+1,55413F-HRTimeline
Ascent Capital Management, LLC74,718$6.24M5.54%+1,71713F-HRTimeline
Capital Investment Advisory Services, L…74,426$6.21M0.51%-3,54913F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC81,790$6.19M1.2%-74413F-HRTimeline
St. Clair Advisors, LLC73,643$6.15M1.61%+80213F-HRTimeline
Quantinno Capital Management LP73,296$6.12M0.03%+39,52013F-HRTimeline
Telos Capital Management, Inc.72,896$6.09M0.62%+59313F-HRTimeline
Advocacy Wealth Management, LLC72,880$6.08M0.37%-5,02813F-HRTimeline
Auour Investments LLC72,672$6.07M2.09%-1,19013F-HRTimeline
EWA, LLC71,613$5.98M1.88%+9,04813F-HRTimeline
Dorsey & Whitney Trust CO LLC71,413$5.96M0.32%-4,79113F-HRTimeline
NISA INVESTMENT ADVISORS, LLC71,400$5.96M0.03%+9,60013F-HRTimeline
Aprio Wealth Management, LLC71,268$5.95M0.67%-16,02813F-HRTimeline
Rothschild Wealth LLC71,108$5.94M1.46%-75213F-HRTimeline
BOSTON RESEARCH & MANAGEMENT INC70,670$5.9M1.39%+1,54113F-HR/ATimeline
Smartleaf Asset Management LLC70,510$5.87M0.52%+35,62313F-HRTimeline
Caldwell Trust Co69,894$5.83M0.58%+3,11813F-HRTimeline
Parkside Financial Bank & Trust69,836$5.83M0.63%+4,69713F-HRTimeline
Prosperity Consulting Group, LLC69,750$5.82M0.42%+15,52313F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\69,603$5.81M<0.01%+7613F-HRTimelineGroup
Belpointe Asset Management LLC69,591$5.81M0.24%+21,12413F-HRTimeline
Elyxium Wealth, LLC69,515$5.8M2.18%+7,33613F-HRTimeline
Eagle Strategies LLC69,240$5.78M0.88%+1,40613F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding67,747$5.77M+22,863Timeline
Bowman & Co S.C.68,683$5.73M2.56%+4,18113F-HRTimeline
Argent Trust Co68,491$5.72M0.22%+2,15913F-HRTimeline
Savvy Advisors, Inc.68,478$5.72M0.38%+18,51213F-HRTimeline
Financial Synergies Wealth Advisors, In…68,309$5.7M0.62%+1413F-HRTimeline
BCS Private Wealth Management, Inc.67,351$5.62M2.11%13F-HRTimeline
CFS Investment Advisory Services, LLC67,263$5.62M0.46%+5,51713F-HRTimeline
Brio Consultants, LLC67,247$5.61M0.82%-10,72313F-HRTimeline
Econ Financial Services Corp66,958$5.59M2.88%-31,51713F-HRTimeline
Western Wealth Management, LLC66,954$5.59M0.33%-6,37013F-HRTimeline
CENTRAL TRUST Co66,820$5.58M0.13%+8,32013F-HRTimeline
MSH Capital Advisors LLC66,546$5.56M1.6%+5,51213F-HRTimeline
TAGStone Capital, Inc.65,346$5.53M2.28%+1,46613F-HRTimeline
Emergent Wealth Advisors, LLC63,845$5.51M3.52%+8,13213F-HRTimeline
Prospera Financial Services Inc65,986$5.51M0.1%+9,34213F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC65,966$5.51M0.49%+4,67713F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/65,882$5.5M<0.01%-130,70313F-HRTimeline
SoundView Advisors Inc.65,755$5.49M2.02%+94613F-HRTimeline
Hubbell Strickland Wealth Management, L…65,729$5.49M2.42%+5,28513F-HRTimeline
ACIMA PRIVATE WEALTH, LLC65,466$5.47M1.86%+29613F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.65,198$5.44M0.07%-3,33913F-HRTimelineGroup
LIBERTY WEALTH MANAGEMENT LLC64,903$5.42M0.85%-5,21613F-HRTimeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…64,708$5.4M0.49%013F-HRTimelineGroup
STATE FARM MUTUAL AUTOMOBILE INSURANCE …in group STATE FARM MUTUAL AUTOMOBILE …64,460$5.38M<0.01%+37,59113F-HRTimelineGroup
DecisionMap Wealth Management, LLC64,095$5.35M3.67%-66613F-HRTimeline
CWA Asset Management Group, LLC64,022$5.34M0.23%-4,17213F-HRTimeline
Elmwood Wealth Management, Inc.63,875$5.33M2.11%+1,46813F-HRTimeline
Christopher J. Hasenberg, Inc63,308$5.28M1.96%+21,96913F-HRTimeline
Roundview Capital LLC63,299$5.28M0.35%+6,45313F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC63,277$5.28M0.17%+9,91613F-HRTimeline
Carrera Capital Advisors63,231$5.28M1.06%+1,04913F-HRTimeline
Roble, Belko & Company, Inc63,040$5.26M0.77%+413F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV62,831$5.25M0.38%-45513F-HRTimeline
Greykasell Wealth Strategies, Inc.62,600$5.23M2.5%+8,93513F-HRTimeline
SELDON CAPITAL LP62,425$5.21M2.26%013F-HRTimeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC62,344$5.2M0.09%-4,15913F-HRTimelineGroup
POM Investment Strategies, LLC62,283$5.2M3.72%+16,03013F-HRTimeline
INVESTMENT PARTNERS, LTD.62,251$5.2M1.97%-3,07713F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC62,062$5.18M0.48%-76613F-HRTimelineGroup
ADE, LLC61,494$5.13M2.73%+2,35713F-HRTimeline
Legacy Financial Advisors, Inc.61,347$5.12M0.8%-3,58913F-HRTimeline
FIRST UNITED BANK & TRUST61,146$5.1M1.78%+9,02413F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.61,125$5.1M0.01%-4,56413F-HRTimelineGroup
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…60,996$5.09M0.26%+72513F-HRTimeline
Ellevest, Inc.60,917$5.09M0.81%-2,66013F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.60,688$5.07M0.39%-1,74213F-HRTimeline
Capital Investment Counsel, LLC60,506$5.05M0.78%+20,24213F-HRTimeline
SPINNAKER TRUST60,409$5.04M0.3%013F-HRTimeline
JGP Wealth Management, LLC60,124$5.02M0.61%+1,54213F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …59,725$4.99M0.11%-17,12213F-HRTimelineGroup
Eldridge Investment Advisors, Inc.59,098$4.93M1.03%-5,70613F-HRTimeline
Canvas Wealth Advisors, LLC58,945$4.92M0.97%+89513F-HRTimeline
Fiduciary Group, LLC58,839$4.91M0.46%+81213F-HRTimeline
Fortis Capital Advisors, LLC58,639$4.9M0.88%+21,36013F-HRTimeline
Confluence Wealth Services, Inc.58,204$4.86M0.27%+4,63613F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC58,114$4.85M0.38%-9,86213F-HRTimeline
Wilmington Savings Fund Society, FSB57,974$4.84M0.09%+22,10413F-HRTimeline
RFG Advisory, LLC57,801$4.83M0.11%+36,53613F-HRTimeline
Fulton Bank, N.A.57,788$4.82M0.18%+7,28313F-HRTimeline
Kendall Capital Management57,701$4.82M1.27%-31,89813F-HRTimeline
MASSACHUSETTS FINANCIAL SERVICES CO /MA/in group MASSACHUSETTS FINANCIAL SERVI…57,545$4.8M<0.01%+5,68113F-HRTimelineGroup
Segment Wealth Management, LLC57,506$4.8M0.3%-1,24913F-HRTimeline
Waypoint Wealth Partners Inc.57,399$4.79M1.16%-6913F-HRTimeline
MV CAPITAL MANAGEMENT, INC.57,187$4.77M0.49%+43,65513F-HRTimeline
WEALTH ALLIANCE, LLC57,160$4.77M0.53%+1,06613F-HRTimeline
Sandy Cove Advisors, LLC57,038$4.76M1.72%+1,06013F-HRTimeline
JPL Wealth Management, LLC56,965$4.76M1.28%+65313F-HRTimeline
PKS Advisory Services, LLC56,941$4.75M1.21%-4,51113F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…56,931$4.75M0.18%-8,76413F-HRTimelineGroup
Outlook Wealth Advisors, LLC56,791$4.74M1.22%+1,83913F-HRTimeline
Coastal Bridge Advisors, LLC56,636$4.73M0.39%+10,64213F-HRTimeline
AAF Wealth Management, LLC56,478$4.71M2.15%-1,58013F-HRTimeline
Joel Adams & Associates, Inc.56,228$4.69M4.16%-4,04513F-HRTimeline
SMITH SHELLNUT WILSON LLC /ADV56,195$4.69M2.03%013F-HRTimeline
Tanglewood Wealth Management, Inc.56,056$4.68M0.46%-28613F-HRTimeline
REDW Wealth LLC55,824$4.66M1.85%-61613F-HRTimeline
William Howard & Co Financial Advisors …55,332$4.62M4.03%-1,03213F-HRTimeline
Prism Advisors, Inc.55,328$4.62M1.32%+1213F-HRTimeline
Busey Bank54,973$4.59M0.14%+89913F-HRTimeline
Pembroke Management, LTD54,458$4.55M0.55%+4,65013F-HRTimeline
High Net Worth Advisory Group LLC53,796$4.49M1.19%-1,56613F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC53,603$4.47M0.56%-1,54313F-HRTimeline
Invera Wealth Advisors, LLC53,426$4.46M2.91%-48113F-HRTimeline
Allie Family Office LLC53,125$4.43M2.2%-68,80313F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding53,101$4.43M-5,935Timeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding52,373$4.37M+18,654Timeline
WESBANCO BANK INC52,283$4.36M0.13%+22,42613F-HRTimeline
Koshinski Asset Management, Inc.52,204$4.36M0.33%+1,50913F-HRTimeline
SAPIENT CAPITAL LLC52,166$4.35M0.08%-1,02313F-HRTimeline
Visionary Wealth Advisors51,985$4.34M0.22%+2,75113F-HRTimeline
Element Wealth, LLC51,794$4.32M1.99%+12813F-HRTimeline
Atlanta Consulting Group Advisors, LLC51,743$4.32M1.18%+8113F-HRTimeline
Wilshire Advisors LLC51,731$4.32M39.06%-391,82013F-HRTimeline
Eley Financial Management, Inc51,319$4.28M1.64%+1,30613F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …51,264$4.28M0.06%+1,49413F-HRTimelineGroup
Wakefield Asset Management LLLPin group Wakefield Asset Management LL…51,008$4.26M1.19%+1,45113F-HRTimelineGroup
FAS Wealth Partners, Inc.50,919$4.25M0.31%+1,27413F-HRTimeline
Boyd Wealth Management, LLC50,640$4.23M1.83%+5,20813F-HRTimeline
Park Place Capital Corp50,709$4.22M0.96%+3,27413F-HRTimeline
AtlasMark Financial, Inc50,586$4.22M3.21%+7,28513F-HRTimeline
Endowment Wealth Management, Inc.50,524$4.22M2.17%-4,53313F-HRTimeline
Rinkey Investments50,383$4.21M1.26%013F-HRTimeline
HARBOUR INVESTMENTS, INC.50,266$4.2M0.11%+58513F-HRTimeline
TRUST POINT INC.49,712$4.15M0.39%+4013F-HRTimeline
BRIGHTON JONES LLC49,684$4.15M0.11%+4,42013F-HRTimeline
Tradewinds, LLC.49,663$4.15M3.15%new13F-HRTimeline
Merkkuri Wealth Advisors LLC49,663$4.15M3.15%+8,72413F-HRTimeline
Kaydan Wealth Management, Inc.49,439$4.13M1.35%+8,49813F-HRTimeline
PrairieView Partners, LLC49,279$4.11M0.4%+1,87613F-HRTimeline
SkyView Investment Advisors, LLC49,166$4.1M0.59%013F-HRTimeline
Arete Wealth Advisors, LLC48,796$4.07M0.29%+10,72513F-HRTimeline
First Financial Bankshares Inc48,759$4.07M0.09%+40,58313F-HRTimeline
MACROVIEW INVESTMENT MANAGEMENT LLC48,654$4.06M3.33%+24,05313F-HRTimeline
Hofer & Associates. Inc48,241$4.03M2.51%+50513F-HRTimeline
PMG Wealth Management, Inc.48,030$4.01M3.31%new13F-HRTimeline
Chesley Taft & Associates LLC48,010$4.01M0.18%+95213F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding47,958$4M+3,192Timeline
Focus Financial Network, Inc.47,628$3.98M0.16%+20,46313F-HRTimeline
Schiavi & Co LLC47,576$3.97M1.35%013F-HRTimeline
Sculati Wealth Management, LLC47,464$3.96M1.49%new13F-HRTimeline
Asset Allocation Strategies LLC47,320$3.95M0.87%new13F-HRTimeline
Avior Wealth Management, LLC47,004$3.92M0.14%-1,31313F-HRTimeline
HOWE & RUSLING INC46,803$3.91M0.29%+6,42613F-HRTimeline
NorthRock Partners, LLC46,713$3.9M0.1%-1,74213F-HR/ATimeline
Bernard Wealth Management Corp.46,644$3.89M1.8%+86113F-HRTimeline
One Capital Management, LLC46,459$3.88M0.13%+4,86513F-HRTimeline
Centerpoint Advisors, LLC46,388$3.87M1.31%-29713F-HRTimeline
Chris Bulman Inc46,076$3.85M2.19%new13F-HRTimeline
PFG Investments, LLC46,063$3.85M0.23%+4,37513F-HRTimeline
Fi3 FINANCIAL ADVISORS, LLC46,020$3.84M1.39%-4,48813F-HRTimeline
CVA Family Office, LLC45,976$3.84M0.54%+1,42213F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.45,959$3.84M0.17%+6,77313F-HRTimeline
One Degree Advisors Inc45,866$3.83M1.36%-10,44113F-HRTimeline
Strategic Financial Concepts, LLC45,842$3.83M0.54%+36,74913F-HRTimeline
OKABENA INVESTMENT SERVICES INC45,708$3.82M0.85%013F-HRTimeline
Old Port Advisors45,628$3.81M1.04%+3,59813F-HRTimeline