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Disclosery

IEFA ISHARES TR

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SHS (fund)

2,390 managers (2,420 13F filers) reported a position in IEFA shares at 2026-03-31, 1,643,840,071 shares in all. 158 filers opened a position and 88 filers sold out during the quarter.

Managers
2,390
13F filers
2,420
New
158
Added
1,105
Reduced
757
Sold out
88
Shares held by filers
1,643,840,071

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Park Place Capital Corp109,189$9.88M1.98%+32,16913F-HRTimeline
CAMELOT TECHNOLOGY ADVISORS, INC.108,795$9.85M7.23%+6,28113F-HRTimeline
SYM FINANCIAL Corp108,241$9.8M0.98%013F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…107,958$9.77M0.3%-36513F-HRTimelineGroup
Chicago Partners Investment Group LLC102,403$9.75M0.22%+1,73113F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC107,518$9.73M0.07%+15,81013F-HRTimeline
CABOT WEALTH MANAGEMENT INC107,447$9.73M1.12%+89,48113F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV107,274$9.71M0.5%+2,53613F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.106,088$9.6M0.11%-24,99713F-HRTimelineGroup
Jackson Hole Capital Partners, LLC106,041$9.6M1.59%+74413F-HRTimeline
Beacon Harbor Wealth Advisors, Inc.105,923$9.59M2.01%+1,25113F-HRTimeline
Petix & Botte Co104,924$9.5M2.12%-89,30613F-HRTimeline
TCV Trust & Wealth Management, Inc.104,883$9.5M0.8%+1,31213F-HRTimeline
Waterloo Capital, L.P.104,499$9.46M0.66%-12,98613F-HRTimeline
Laurel Wealth Advisors LLC96,963$9.43M0.93%+5,21013F-HRTimeline
Aspen Investment Management Inc103,955$9.41M2.88%+1,48713F-HRTimeline
Larson Financial Group LLC103,738$9.39M0.3%-45,99513F-HRTimeline
Waldron Private Wealth LLC102,602$9.29M0.36%-29013F-HRTimeline
FIRST UNITED BANK & TRUST102,007$9.23M3%+22,61013F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…101,688$9.21M0.59%-7,09013F-HRTimeline
Invesco Ltd.in group Invesco Ltd.101,553$9.19M<0.01%-18,47713F-HRTimelineGroup
SWMG, LLC101,308$9.17M2.62%-7,59213F-HRTimeline
VANGUARD GROUP INCgroup of 3 filers holding101,228$9.16M+75,814Timeline
BEACON ADVISORS HOLDINGS, LLC101,151$9.16M4.9%-1,02713F-HRTimeline
ACIMA PRIVATE WEALTH, LLC99,057$8.97M2.81%+70313F-HRTimeline
Caldwell Trust Co97,964$8.87M0.79%+13,69613F-HRTimeline
MSH Capital Advisors LLC97,828$8.86M1.87%+14,65113F-HRTimeline
CENTRAL TRUST Co97,343$8.81M0.17%+11,09713F-HRTimeline
BITTERROOT CAPITAL ADVISORS LLC97,292$8.81M5.35%+13613F-HRTimeline
Asset Allocation Strategies LLC97,002$8.78M1.56%+2,87113F-HRTimeline
Florida Trust Wealth Management Co96,634$8.75M0.24%+27213F-HRTimeline
Rodgers & Associates, LTD96,237$8.71M0.89%-2,53613F-HRTimeline
State of Tennessee, Department of Treas…95,294$8.63M0.03%013F-HRTimeline
LOUISBOURG INVESTMENTS INC.95,189$8.62M1.63%+4,13213F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.94,077$8.52M0.56%+7,88213F-HRTimelineGroup
MONEYWISE, INC.93,611$8.47M3.7%-21,68213F-HRTimeline
HORIZON BANCORP INC /IN/93,515$8.47M4.07%-1,80413F-HRTimeline
Smith Partners Wealth Management, LLC93,486$8.46M7.58%+11,96213F-HRTimeline
Outlook Wealth Advisors, LLC93,460$8.46M2.05%+38,04913F-HRTimeline
Advocacy Wealth Management, LLC93,106$8.43M0.37%+80813F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC93,090$8.43M0.66%-2,60713F-HRTimeline
Custos Family Office, LLC92,970$8.42M5.83%+3,73013F-HRTimeline
Relyea Zuckerberg Hanson LLC92,951$8.41M0.85%+3,60413F-HRTimeline
VestGen Advisors, LLC86,914$8.39M0.24%+18,04413F-HRTimeline
Red Tortoise LLC92,305$8.36M3.51%-3,08513F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC92,181$8.35M0.66%new13F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…91,609$8.29M0.15%+1,94113F-HRTimelineGroup
CIM INVESTMENT MANAGEMENT INC91,552$8.29M2.21%013F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…91,381$8.27M1.2%+7,48913F-HRTimeline
CONSILIO WEALTH ADVISORS, LLC89,744$8.12M2.37%-77413F-HRTimeline
Hickory Point Bank & Trust89,165$8.07M5.33%013F-HRTimeline
Daner Wealth Management, LLC82,751$7.99M4.69%-36913F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC88,199$7.98M0.01%-26413F-HRTimelineGroup
D.A. DAVIDSON & CO.87,493$7.92M0.05%-4,96213F-HRTimeline
Madrid Financial Services87,352$7.91M4.67%new13F-HRTimeline
Mayflower Financial Advisors, LLC86,780$7.86M0.95%-9213F-HRTimeline
IHT Wealth Management, LLC86,645$7.84M0.18%+8,39713F-HRTimeline
Sheridan Capital Management, LLC85,950$7.78M4.1%-1,46413F-HRTimeline
RIVER'S EDGE WEALTH MANAGEMENT, LLC81,937$7.78M7.3%+1,66113F-HRTimeline
EWA, LLC85,847$7.77M1.76%+33,14713F-HRTimeline
WESBANCO BANK INC85,221$7.72M0.21%+31,92413F-HRTimeline
King Wealth Management Group84,670$7.67M0.96%+2,04913F-HRTimeline
Strive Financial Group ,LLC84,656$7.66M4.07%+14,52213F-HRTimeline
ZACKS INVESTMENT MANAGEMENT84,497$7.65M0.06%+2,48713F-HRTimeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD84,081$7.61M0.03%-1,17513F-HRTimelineGroup
Gateway Wealth Partners, LLC83,885$7.59M0.3%+74,12213F-HRTimeline
Oakwell Private Wealth Management, LLC83,713$7.58M1.35%+12713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Auour Investments LLC82,829$7.5M2.36%+32413F-HRTimeline
Hubbell Strickland Wealth Management, L…82,761$7.49M2.99%+10,24913F-HRTimeline
Roundview Capital LLC82,474$7.47M0.47%+5,31213F-HRTimeline
Argent Trust Co82,288$7.45M0.25%+11,72713F-HRTimeline
Vericrest Private Wealth82,224$7.44M6.68%+6,02413F-HRTimeline
CWA Asset Management Group, LLC81,648$7.39M0.25%+15,55313F-HRTimeline
Jaffetilchin Investment Partners, LLC81,506$7.38M0.44%+64,26613F-HRTimeline
NWAM LLC81,145$7.35M0.42%+1,68313F-HRTimeline
CIBC WORLD MARKET INC.80,961$7.33M0.01%+29,10213F-HRTimeline
Sandy Cove Advisors, LLC80,937$7.33M2.19%+5,97213F-HRTimeline
HARBOUR INVESTMENTS, INC.80,539$7.29M0.11%+28,05513F-HRTimeline
INSIGHT 2811, INC.80,416$7.28M3.17%+1,42013F-HRTimeline
Saiph Capital, LLC79,976$7.24M2.74%new13F-HRTimeline
Wealth Dimensions Group, Ltd.79,407$7.19M1.41%-4,25013F-HRTimeline
Affinity Capital Advisors, LLC79,143$7.16M1%+2913F-HRTimeline
BG Investment Services, LLC78,998$7.15M5.94%-1,88913F-HRTimeline
Asset Dedication, LLC78,778$7.13M0.5%-94513F-HRTimeline
Churchill Financial Advisors, LLC78,042$7.07M1.48%+3,59813F-HRTimeline
Lynch Investment Planning, LLC77,937$7.06M6.34%+27,80613F-HRTimeline
Belpointe Asset Management LLC77,422$7.01M0.26%+1,27813F-HRTimeline
New England Private Wealth Advisors LLC76,661$6.94M0.8%+32,49513F-HRTimeline
Dorsey & Whitney Trust CO LLC75,549$6.84M0.38%+5,92113F-HRTimeline
SPINNAKER TRUST75,521$6.84M0.38%+15,40413F-HRTimeline
PRIVATE TRUST CO NA74,997$6.79M0.61%+1,96913F-HRTimeline
Avion Wealth74,897$6.78M1.4%-5,32013F-HRTimeline
TritonPoint Partners, LLCgroup of 2 filers holding74,885$6.78M+8,711Timeline
KMG FIDUCIARY PARTNERS, LLC74,845$6.78M0.5%-10,71113F-HRTimeline
Kingsview Wealth Management, LLC74,664$6.76M0.09%+7,51313F-HRTimeline
Sculati Wealth Management, LLC74,086$6.71M2.48%+1,75613F-HRTimeline
GENESIS PRIVATE WEALTH, LLC74,078$6.71M2.11%+1,98313F-HRTimeline
Interchange Capital Partners, LLC85,352$6.68M2.11%-8,10913F-HRTimeline
Elmwood Wealth Management, Inc.73,730$6.67M1.85%+3,26213F-HRTimeline
DecisionMap Wealth Management, LLC73,509$6.65M4.31%+2,63113F-HRTimeline
NISA INVESTMENT ADVISORS, LLC73,485$6.65M0.02%+28513F-HRTimeline
Coral Wealth Management, LLC73,436$6.65M7.43%13F-HRTimeline
Rothschild Wealth LLC73,018$6.61M0.6%-6,62213F-HRTimeline
Precision Wealth Strategies, LLC72,934$6.6M2.19%-13,96913F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC72,186$6.53M2.36%-3,45613F-HRTimeline
CFS Investment Advisory Services, LLC67,002$6.53M0.45%-5,81813F-HRTimeline
Wealth Analytics Partners, LLC71,944$6.51M2.65%+6,78613F-HRTimeline
LTG Capital LLC71,858$6.51M4.97%+92513F-HRTimeline
Western Wealth Management, LLC71,769$6.5M0.25%+6,43713F-HR/ATimeline
Alliance Private Wealth, LLC71,695$6.49M2.33%-26313F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…71,185$6.44M0.21%+2,02013F-HRTimelineGroup
Vista Cima Wealth Management LLC71,011$6.43M6.35%+38,84713F-HRTimeline
Eagle Strategies LLC71,007$6.43M0.77%+2,60713F-HRTimeline
Curry Webb Wealth Management LLC70,952$6.42M3.04%+17,62213F-HRTimeline
Telos Capital Management, Inc.70,855$6.41M0.61%-88013F-HRTimeline
PKS Advisory Services, LLC70,671$6.4M1.49%+84713F-HRTimeline
Busey Bank70,573$6.39M0.17%+3,22213F-HRTimeline
Elyxium Wealth, LLC70,496$6.38M2.05%+74913F-HRTimeline
Capital Investment Counsel, LLC70,091$6.35M0.87%+40113F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding69,817$6.32M-3,200Timeline
Brio Consultants, LLC66,085$6.31M0.77%-5,06413F-HRTimeline
BOSTON RESEARCH & MANAGEMENT INC69,552$6.3M1.47%-23013F-HR/ATimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\69,429$6.29M<0.01%-1,53513F-HRTimelineGroup
BRADLEY FOSTER & SARGENT INC/CT69,155$6.26M0.1%-7,98113F-HR/ATimeline
Bernard Wealth Management Corp.69,078$6.25M2.67%+18,39313F-HRTimeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…68,906$6.24M0.59%+2,56113F-HRTimelineGroup
Confluence Wealth Services, Inc.68,775$6.23M0.24%+32513F-HRTimeline
Parkside Financial Bank & Trust68,767$6.23M0.48%-14413F-HRTimeline
Visionary Wealth Advisors68,640$6.21M0.27%+6,37613F-HRTimeline
Aprio Wealth Management, LLC68,321$6.19M0.34%-2,80713F-HRTimeline
Center For Asset Management LLC68,148$6.17M3.06%+7,79613F-HRTimeline
Meramec Financial Planners, LLC63,548$6.17M2.45%-4,41113F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding67,933$6.15M+5,542Timeline
Clayton Financial Group LLC67,898$6.15M3.16%-2,26913F-HRTimeline
Fortis Capital Advisors, LLC67,604$6.12M0.8%+1,20913F-HRTimeline
BCS Private Wealth Management, Inc.67,566$6.12M1.86%+20613F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp67,412$6.1M0.28%-5,07213F-HRTimelineGroup
HEADINVEST, LLC67,268$6.09M1.25%+36,21313F-HRTimeline
TAGStone Capital, Inc.66,918$6.06M2.14%+45113F-HRTimeline
Ducere Wealth Management LLC66,721$6.04M2.4%+5,07013F-HRTimeline
Financial Synergies Wealth Advisors, In…66,534$6.02M0.57%-51413F-HRTimeline
LEUTHOLD GROUP, LLC66,484$6.02M0.64%-40613F-HRTimeline
Sequent Planning LLC66,342$6.01M1.45%+11,98213F-HRTimeline
Brooklyn Investment Group66,200$5.99M0.19%+7,89313F-HRTimeline
ADE, LLC65,376$5.92M2.84%+58013F-HRTimeline
Carrera Capital Advisors65,267$5.91M0.91%-42813F-HRTimeline
Westfuller Advisors, LLC64,948$5.88M2.54%+3,61413F-HRTimeline
Snider Financial Group64,858$5.87M1.77%+36,33313F-HRTimeline
TFB Advisors LLC64,633$5.85M3.06%-19,23613F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV64,258$5.82M0.35%+2,94013F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding64,203$5.81M-651Timeline
Prospera Financial Services Inc64,101$5.81M0.09%+8513F-HRTimeline
GeoWealth Management, LLC63,417$5.74M0.21%+4,05513F-HRTimeline
TruNorth Capital Management, LLC63,416$5.74M1.1%-12,14413F-HRTimeline
One Degree Advisors Inc63,101$5.71M1.5%+2,09613F-HRTimeline
TRUE Private Wealth Advisors63,035$5.71M0.54%+22,32513F-HRTimeline
Sage Advisory Services, Ltd.Co.62,980$5.7M3.12%-50,67413F-HRTimeline
SoundView Advisors Inc.62,582$5.67M2.02%-1,49513F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…62,516$5.66M0.17%+6,83013F-HR/ATimelineGroup
Marietta Wealth Management, LLC62,490$5.66M0.67%-1,65813F-HRTimeline
SELDON CAPITAL LP62,425$5.65M2.08%013F-HRTimeline
Sunbeam Capital Management, LLC62,073$5.62M3.22%013F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.61,957$5.61M0.38%-1,38713F-HRTimeline
Atlanta Consulting Group Advisors, LLC61,631$5.58M1.2%-5,85013F-HRTimeline
Central Pacific Bank - Trust Division61,553$5.57M0.71%-39,49713F-HRTimeline
MATTERS CAPITAL LLC61,408$5.56M4.93%+29213F-HRTimeline
BRIGHTON JONES LLC61,368$5.56M0.12%new13F-HR/ATimeline
Fiduciary Group, LLC61,253$5.55M0.47%+12313F-HRTimeline
PFG Investments, LLC61,186$5.54M0.26%+1,30013F-HRTimeline
INVESTMENT PARTNERS, LTD.60,903$5.51M1.96%-84013F-HRTimeline
Good Steward Wealth Advisors,LLC60,727$5.5M3.53%+5,48713F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…60,586$5.48M0.3%+7513F-HRTimeline
Segment Wealth Management, LLC60,493$5.48M0.32%+3,36313F-HRTimeline
MACKENZIE FINANCIAL CORP60,139$5.44M0.01%+24,29113F-HRTimeline
B. Riley Wealth Advisors, Inc.61,942$5.43M0.35%-16,36513F-HRTimeline
Fisher Asset Management, LLC59,983$5.43M<0.01%+43,99513F-HRTimeline
Greykasell Wealth Strategies, Inc.59,876$5.42M2.19%+43613F-HRTimeline
TD Waterhouse Canada Inc.58,913$5.4M0.02%+2,70713F-HRTimeline
Premier Private Wealth Management LLC59,459$5.38M5.68%+52213F-HRTimeline
Up Capital Management, Inc.59,358$5.37M6.03%new13F-HRTimeline
Ellevest, Inc.59,041$5.34M0.74%-69113F-HRTimeline
PCM Encore, LLC58,988$5.34M1.1%-8013F-HRTimeline
Portside Wealth Group, LLC58,953$5.34M0.72%new13F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC58,814$5.32M0.43%+4,70313F-HRTimeline
SMITH SHELLNUT WILSON LLC /ADV58,622$5.31M2.32%-36613F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …58,485$5.29M0.06%+2,99213F-HRTimelineGroup
Kaydan Wealth Management, Inc.58,426$5.29M1.77%+2,58513F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding58,364$5.28M+19,318Timeline
RENASANT BANK58,241$5.27M3.73%+27,02913F-HRTimeline
GGM Financial LLC58,174$5.27M2.42%+16,77313F-HRTimeline
Allie Family Office LLC57,931$5.26M2.29%+7,60813F-HR/ATimeline
Mach-1 Financial Group, LLC58,035$5.25M1.85%+7,44113F-HRTimeline
HOWE & RUSLING INC57,658$5.22M0.34%+5,22513F-HRTimeline
STOCK YARDS BANK & TRUST CO57,096$5.17M0.16%+10,09613F-HRTimeline
ORRSTOWN FINANCIAL SERVICES INC57,049$5.16M0.86%+6,38713F-HRTimeline
Traveka Wealth, LLC57,023$5.16M1.97%+30213F-HRTimeline
Joel Adams & Associates, Inc.57,022$5.16M3.83%-49813F-HRTimeline
SAPIENT CAPITAL LLC56,473$5.11M0.08%+3,64513F-HR/ATimeline
Valmark Advisers, Inc.56,246$5.09M0.06%+7,96913F-HRTimeline
Wilmington Savings Fund Society, FSB56,212$5.09M0.12%+3,19813F-HRTimeline