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Disclosery

IEFA ISHARES TR

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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
Jackson Hole Capital Partners, LLC105,297$9.42M1.61%+17813F-HRTimeline
Prosperity Consulting Group, LLC105,277$9.42M0.42%+8,26213F-HRTimeline
Chicago Partners Investment Group LLC100,672$9.4M0.23%-3,22313F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV104,738$9.37M0.49%+4,63013F-HRTimeline
Beacon Harbor Wealth Advisors, Inc.104,672$9.36M2.08%-133,43513F-HRTimeline
Macco Financial Group, Inc.104,477$9.35M8.03%13F-HRTimeline
J.W. COLE ADVISORS, INC.113,316$9.28M0.22%-32213F-HRTimeline
TCV Trust & Wealth Management, Inc.103,571$9.27M0.75%+19613F-HRTimeline
Waldron Private Wealth LLC102,892$9.2M0.36%-2913F-HRTimeline
CAMELOT TECHNOLOGY ADVISORS, INC.102,514$9.17M6.9%+12,34813F-HRTimeline
Aspen Investment Management Inc102,468$9.17M2.77%+5,54513F-HRTimeline
BEACON ADVISORS HOLDINGS, LLC102,178$9.14M4.81%13F-HRTimeline
Central Pacific Bank - Trust Division101,050$9.04M1.11%-3,41113F-HRTimeline
Aureum Wealth Management, LLC100,636$9M8.35%13F-HRTimeline
State of Tennessee, Department of Treas…95,294$8.96M0.03%-5,23313F-HRTimeline
Qube Research & Technologies Ltd99,620$8.91M0.01%+89,79013F-HRTimeline
Rodgers & Associates, LTD98,773$8.84M0.89%+1,95213F-HRTimeline
ACIMA PRIVATE WEALTH, LLC98,354$8.8M2.73%+20,55413F-HRTimeline
BITTERROOT CAPITAL ADVISORS LLC97,156$8.69M5.95%13F-HRTimeline
Florida Trust Wealth Management Co96,362$8.62M0.24%-52113F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC95,697$8.56M0.64%+29,14013F-HRTimeline
Red Tortoise LLC95,390$8.53M3.66%-2,50013F-HRTimeline
HORIZON BANCORP INC /IN/95,319$8.53M4.15%-2,80013F-HRTimeline
Asset Allocation Strategies LLC94,131$8.42M1.56%+16,20113F-HRTimeline
Interchange Capital Partners, LLC93,461$8.36M1.55%-3,72813F-HRTimeline
POM Investment Strategies, LLC93,420$8.36M4.3%+8,32313F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding92,990$8.32M+3,962Timeline
Fulton Bank, N.A.92,556$8.28M0.29%+30,42813F-HRTimeline
D.A. DAVIDSON & CO.92,455$8.27M0.05%-7,19513F-HRTimeline
Advocacy Wealth Management, LLC92,298$8.26M0.35%-52713F-HRTimeline
Laurel Wealth Advisors LLC91,753$8.21M1.09%+1,78613F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC91,708$8.2M0.06%+4,43513F-HRTimeline
CIM INVESTMENT MANAGEMENT INC91,552$8.19M2.14%013F-HRTimeline
LOUISBOURG INVESTMENTS INC.91,057$8.15M1.62%+2,46613F-HRTimeline
Symphony Financial, Ltd. Co.90,460$8.11M1.09%-118,40813F-HRTimeline
CONSILIO WEALTH ADVISORS, LLC90,518$8.1M2.37%+9213F-HRTimeline
Daner Wealth Management, LLC83,120$8.09M4.95%-1,51513F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…89,668$8.02M0.15%+8,45213F-HRTimelineGroup
Relyea Zuckerberg Hanson LLC89,347$7.99M0.81%+6,14713F-HRTimeline
Custos Family Office, LLC89,240$7.98M5.45%-9,84113F-HRTimeline
Hickory Point Bank & Trust89,165$7.98M5.79%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC88,463$7.91M0.01%-1,15213F-HRTimelineGroup
Sheridan Capital Management, LLC87,414$7.82M3.97%-2,51113F-HRTimeline
RIVER'S EDGE WEALTH MANAGEMENT, LLC80,276$7.81M7.62%13F-HRTimeline
Precision Wealth Strategies, LLC86,903$7.77M2.52%-16,21113F-HRTimeline
Mayflower Financial Advisors, LLC86,872$7.77M0.94%+5,35013F-HRTimeline
CENTRAL TRUST Co86,246$7.72M0.15%+6,71513F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.86,195$7.71M0.51%+4513F-HRTimelineGroup
Emergent Wealth Advisors, LLC85,633$7.66M4.31%+13,25513F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC85,556$7.65M0.54%-138,63913F-HRTimeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD85,256$7.63M0.03%-4,24013F-HRTimelineGroup
ROVIN CAPITAL /UT/ /ADV84,919$7.6M2.02%-3,72513F-HRTimeline
Caldwell Trust Co84,268$7.54M0.67%+12,02813F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…83,892$7.5M1.08%+4413F-HRTimeline
TFB Advisors LLC83,869$7.5M2.1%+34413F-HRTimeline
Wealth Dimensions Group, Ltd.83,657$7.48M1.48%-45813F-HRTimeline
Oakwell Private Wealth Management, LLC83,586$7.48M1.4%-30513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
MSH Capital Advisors LLC83,177$7.44M1.59%+71113F-HRTimeline
King Wealth Management Group82,621$7.39M0.89%+1,44213F-HRTimeline
Auour Investments LLC82,505$7.38M2.35%+6,02713F-HRTimeline
NWAM LLC79,462$7.35M0.41%-1,98813F-HRTimeline
ZACKS INVESTMENT MANAGEMENT82,010$7.34M0.06%-9,01213F-HRTimeline
Smith Partners Wealth Management, LLC81,524$7.29M6.71%13F-HRTimeline
BG Investment Services, LLC80,887$7.24M6.45%+31913F-HRTimeline
GAMCO INVESTORS, INC. ET ALin group GAMCO Investors (Gabelli)80,703$7.22M0.07%+14,36013F-HRTimelineGroup
Avion Wealth80,217$7.18M1.51%-3,51913F-HRTimeline
Asset Dedication, LLC79,723$7.13M0.47%-1,57113F-HRTimeline
Rothschild Wealth LLC79,640$7.12M0.68%+6,04513F-HR/ATimeline
FIRST UNITED BANK & TRUST79,397$7.1M2.27%+13,96113F-HRTimeline
Affinity Capital Advisors, LLC79,114$7.08M0.98%-4,63213F-HRTimeline
INSIGHT 2811, INC.78,996$7.07M3.12%-4,22613F-HRTimeline
B. Riley Wealth Advisors, Inc.78,307$7.01M0.33%-1,13413F-HRTimeline
IHT Wealth Management, LLC78,248$7M0.17%+3,58213F-HRTimeline
Roundview Capital LLC77,162$6.9M0.42%+12,34813F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT77,136$6.9M0.1%-2,61013F-HRTimeline
Park Place Capital Corp77,020$6.89M1.43%+8,14613F-HRTimeline
Capital Investment Advisory Services, L…76,320$6.83M0.48%+95413F-HRTimeline
Vericrest Private Wealth76,200$6.82M6.06%13F-HRTimeline
Belpointe Asset Management LLC76,144$6.81M0.25%-5,30013F-HRTimeline
Alliance Private Wealth, LLC71,958$6.81M2.37%13F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC75,642$6.77M2.29%-85613F-HRTimeline
TruNorth Capital Management, LLC75,560$6.76M1.28%-67013F-HRTimeline
Sandy Cove Advisors, LLC74,965$6.71M1.99%+9,73813F-HRTimeline
St. Clair Advisors, LLC74,843$6.7M1.73%+62513F-HRTimeline
Churchill Financial Advisors, LLC74,444$6.66M2.04%13F-HRTimeline
NISA INVESTMENT ADVISORS, LLC73,200$6.55M0.02%+1,80013F-HRTimeline
PRIVATE TRUST CO NA73,028$6.53M0.57%-93613F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding73,017$6.53M+51,967Timeline
CFS Investment Advisory Services, LLC72,820$6.51M0.48%+1,24613F-HRTimeline
Meramec Financial Planners, LLC67,959$6.5M2.53%13F-HRTimeline
Hubbell Strickland Wealth Management, L…72,512$6.49M2.61%+4,55013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp72,484$6.48M0.29%+8,42413F-HRTimelineGroup
Sculati Wealth Management, LLC72,330$6.47M2.28%+7,14913F-HRTimeline
GENESIS PRIVATE WEALTH, LLC72,095$6.45M2%new13F-HRTimeline
Telos Capital Management, Inc.71,735$6.42M0.6%-1,14613F-HRTimeline
Stephens Consulting, LLC71,189$6.37M2.06%-85913F-HRTimeline
Brio Consultants, LLC71,149$6.36M0.83%-86413F-HRTimeline
Aprio Wealth Management, LLC71,128$6.36M0.37%+1,42913F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\70,964$6.35M<0.01%+93213F-HRTimelineGroup
LTG Capital LLC70,933$6.35M4.95%+26,69713F-HRTimeline
DecisionMap Wealth Management, LLC70,878$6.34M3.91%+7,09213F-HRTimeline
Argent Trust Co70,561$6.31M0.22%+1,33413F-HRTimeline
Elmwood Wealth Management, Inc.70,468$6.3M1.99%+2,32213F-HRTimeline
Vigilare Wealth Management70,443$6.3M2.12%-29,57913F-HRTimeline
Clayton Financial Group LLC70,167$6.28M3.2%+14,26313F-HRTimeline
Strive Financial Group ,LLC70,134$6.27M3.32%13F-HR/ATimeline
PKS Advisory Services, LLC69,824$6.25M1.42%-4,77713F-HRTimeline
BOSTON RESEARCH & MANAGEMENT INC69,782$6.24M1.42%-80213F-HR/ATimeline
Elyxium Wealth, LLC69,747$6.24M1.82%+2,70613F-HRTimeline
Capital Investment Counsel, LLC69,690$6.23M0.87%+4,80513F-HRTimeline
Dorsey & Whitney Trust CO LLC69,628$6.23M0.33%+1,18613F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…69,165$6.19M0.2%+14,06513F-HRTimelineGroup
Emerald Advisors, LLC69,090$6.18M0.84%-31,88113F-HRTimeline
Parkside Financial Bank & Trust68,911$6.16M0.46%+7513F-HRTimeline
VestGen Advisors, LLC68,870$6.16M0.26%-57,53113F-HRTimeline
Confluence Wealth Services, Inc.68,450$6.12M0.25%+10,55213F-HRTimeline
Eagle Strategies LLC68,400$6.12M0.78%-45713F-HRTimeline
Atlanta Consulting Group Advisors, LLC67,481$6.04M1.37%+10,37013F-HRTimeline
BCS Private Wealth Management, Inc.67,360$6.03M2.06%-1,25613F-HRTimeline
Busey Bank67,351$6.03M0.16%+4,39313F-HRTimeline
Kingsview Wealth Management, LLC67,151$6.01M0.09%+6,44113F-HRTimeline
Financial Synergies Wealth Advisors, In…67,048$6M0.58%+13613F-HRTimeline
LEUTHOLD GROUP, LLC66,890$5.98M0.65%-7,98013F-HRTimeline
TAGStone Capital, Inc.66,467$5.95M2.21%+1,14413F-HRTimeline
Fortis Capital Advisors, LLC66,395$5.94M0.88%-4,04713F-HRTimeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…66,345$5.94M0.57%013F-HRTimelineGroup
TritonPoint Partners, LLCgroup of 2 filers holding66,174$5.92M+3,201Timeline
Bowman & Co S.C.66,135$5.92M2.49%-1,38613F-HRTimeline
CWA Asset Management Group, LLC66,095$5.91M0.21%+2,04713F-HRTimeline
Carrera Capital Advisors65,695$5.88M0.99%+2,38113F-HRTimeline
Western Wealth Management, LLC65,332$5.84M0.27%-5,01513F-HRTimeline
Wealth Analytics Partners, LLC65,158$5.83M2.29%13F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding64,854$5.8M+13,427Timeline
ADE, LLC64,796$5.8M2.81%+2,91413F-HRTimeline
Arax Advisory Partners64,681$5.79M0.17%new13F-HRTimeline
Marietta Wealth Management, LLC64,148$5.74M0.66%-2,10413F-HRTimeline
SoundView Advisors Inc.64,077$5.73M2%new13F-HRTimeline
Prospera Financial Services Inc64,016$5.73M0.09%-2,98813F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.63,344$5.67M0.39%+36413F-HRTimeline
Blue Trust, Inc.63,327$5.67M0.06%+34,69813F-HRTimeline
Roble, Belko & Company, Inc63,046$5.64M0.74%+613F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp62,802$5.62M0.11%+28,95213F-HRTimelineGroup
SELDON CAPITAL LP62,425$5.58M1.93%013F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding62,391$5.58M+482Timeline
Premier Private Wealth Management LLC58,937$5.57M5.77%13F-HRTimeline
Visionary Wealth Advisors62,264$5.57M0.25%+9,22113F-HRTimeline
Sunbeam Capital Management, LLC62,073$5.55M3.29%+19,96913F-HRTimeline
INVESTMENT PARTNERS, LTD.61,743$5.52M1.93%-24913F-HRTimeline
Ducere Wealth Management LLC61,651$5.52M2.13%13F-HR/ATimeline
Westfuller Advisors, LLC61,334$5.49M2.22%+9,79813F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV61,318$5.49M0.35%-81713F-HRTimeline
Fiduciary Group, LLC61,130$5.47M0.46%+35513F-HRTimeline
MATTERS CAPITAL LLC61,116$5.47M4.48%13F-HRTimeline
One Degree Advisors Inc61,005$5.46M1.5%+3,80913F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…60,511$5.41M0.28%+1513F-HRTimeline
Center For Asset Management LLC60,352$5.4M2.82%+5,09713F-HRTimeline
Canvas Wealth Advisors, LLC60,341$5.4M0.92%+1,53213F-HRTimeline
May Hill Capital, LLC60,212$5.39M1.45%-11,89413F-HR/ATimeline
SPINNAKER TRUST60,117$5.38M0.29%-29213F-HRTimeline
PFG Investments, LLC59,886$5.36M0.25%+10,41313F-HRTimeline
Ellevest, Inc.59,732$5.34M0.74%+82013F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC59,715$5.34M0.69%-1,98313F-HRTimeline
ABC ARBITRAGE SAin group ABC ARBITRAGE SA59,577$5.33M0.5%-39,36413F-HRTimelineGroup
Greykasell Wealth Strategies, Inc.59,440$5.32M2.1%+3,25913F-HRTimeline
GeoWealth Management, LLC59,362$5.31M0.2%-2,58013F-HRTimeline
PCM Encore, LLC59,068$5.28M1.12%13F-HRTimeline
SMITH SHELLNUT WILSON LLC /ADV58,988$5.28M2.02%-5513F-HRTimeline
Brooklyn Investment Group58,307$5.23M0.24%+44,08513F-HRTimeline
WEALTH ALLIANCE, LLC58,291$5.21M0.51%+3,66013F-HRTimeline
Joel Adams & Associates, Inc.57,520$5.15M3.87%+3,24813F-HRTimeline
OPTIMA CAPITAL LLC57,263$5.12M2.22%+5,98613F-HRTimeline
Segment Wealth Management, LLC57,130$5.11M0.3%013F-HRTimeline
Traveka Wealth, LLC56,721$5.07M2.07%+1,07713F-HRTimeline
AAF Wealth Management, LLC56,339$5.04M2.13%+2913F-HRTimeline
TD Waterhouse Canada Inc.56,206$5.03M0.03%-63813F-HRTimeline
William Howard & Co Financial Advisors …56,056$5.01M4.23%+96413F-HRTimeline
Kaydan Wealth Management, Inc.55,841$5M1.45%+1,27313F-HRTimeline
Tanglewood Wealth Management, Inc.55,764$4.99M0.46%-26913F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…55,686$4.98M0.18%+7,95213F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …55,493$4.96M0.07%+1,91513F-HRTimelineGroup
AtlasMark Financial, Inc55,471$4.96M3.21%+1,64813F-HRTimeline
Outlook Wealth Advisors, LLC55,411$4.96M1.12%+92313F-HRTimeline
Legacy Financial Advisors, Inc.55,409$4.96M0.69%-2,65113F-HRTimeline
Good Steward Wealth Advisors,LLC55,240$4.94M3.26%+8,16613F-HRTimeline
Koshinski Asset Management, Inc.55,193$4.94M0.32%-56813F-HRTimeline
NorthRock Partners, LLC55,142$4.93M0.08%+5,57913F-HRTimeline
Pembroke Management, LTD54,471$4.87M0.5%+1,99013F-HRTimeline
Sequent Planning LLC54,360$4.86M1.24%+14,65213F-HRTimeline
Fi3 FINANCIAL ADVISORS, LLC54,232$4.85M1.48%+8,59013F-HRTimeline
Prism Advisors, Inc.54,174$4.85M1.29%-13413F-HRTimeline
Wright Wealth LLC54,173$4.85M3.16%13F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC54,111$4.84M0.38%-65913F-HRTimeline
Avior Wealth Management, LLC53,858$4.82M0.15%-18713F-HRTimeline
Fortitude Family Office, LLC53,550$4.79M1.12%+1,04713F-HRTimeline
WEALTHEDGE INVESTMENT ADVISORS, LLC53,514$4.79M1.77%+1,29113F-HRTimeline
High Net Worth Advisory Group LLC53,494$4.79M1.1%+33113F-HRTimeline
Curry Webb Wealth Management LLC53,330$4.77M2.37%13F-HRTimeline
WESBANCO BANK INC53,297$4.77M0.13%+44813F-HRTimeline
Eley Financial Management, Inc53,132$4.75M1.71%+1,56413F-HRTimeline
SAPIENT CAPITAL LLC52,828$4.75M0.07%+60513F-HRTimeline