Skip to content
Disclosery

IEFA ISHARES TR

Follow

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
ORRSTOWN FINANCIAL SERVICES INC45,248$3.78M0.8%-41313F-HRTimeline
Valmark Advisers, Inc.45,027$3.76M0.05%-1,07813F-HRTimeline
Sound View Wealth Advisors Group, LLC44,887$3.75M0.28%+10,32413F-HRTimeline
Traveka Wealth, LLC44,793$3.74M1.98%+16,73613F-HRTimeline
4Thought Financial Group Inc.44,299$3.7M1.96%+26,93313F-HRTimeline
Windward Private Wealth Management Inc.44,227$3.69M1.33%-18113F-HRTimeline
Hamilton Wealth, LLC43,830$3.66M0.82%-170,71213F-HRTimeline
PACK Private Wealth, LLC43,743$3.65M1.93%-5,85613F-HRTimeline
Kingsview Wealth Management, LLC43,441$3.63M0.06%-2,60213F-HRTimeline
Inman Jager Wealth Management, LLC43,173$3.6M2.44%-1,19413F-HRTimeline
LTG Capital LLC42,978$3.59M3.07%+25313F-HRTimeline
CSM Advisors, LLC42,684$3.56M0.1%013F-HRTimeline
Ellis Investment Partners, LLC42,680$3.56M0.69%+43913F-HRTimeline
Heritage Family Offices, LLP46,634$3.56M1.8%013F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC42,467$3.55M0.91%-2613F-HRTimeline
Compton Financial Group, LLC42,211$3.52M0.92%-26,86513F-HRTimeline
New England Private Wealth Advisors LLC42,455$3.51M0.51%+53313F-HRTimeline
CIBC WORLD MARKET INC.42,007$3.51M0.01%+1,00913F-HRTimeline
Level Wealth Management LLC42,000$3.51M2.04%+39,28113F-HRTimeline
Palisade Asset Management, LLC41,891$3.5M0.35%-3,60613F-HRTimeline
STOCK YARDS BANK & TRUST CO41,730$3.48M0.12%+1,24713F-HRTimeline
KALEIDOSCOPE CAPITAL LP41,650$3.48M1.38%013F-HRTimeline
M Holdings Securities, Inc.41,650$3.47M0.6%+25,40013F-HRTimeline
OBSIDIAN CIO, LLC41,199$3.44M0.5%+59313F-HRTimeline
Intrua Financial, LLC41,125$3.43M0.49%-21,01513F-HRTimeline
Empirical Financial Services, LLC d.b.a…41,062$3.43M0.08%+14,78313F-HRTimeline
Sierra Capital LLC40,918$3.42M0.39%013F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC40,711$3.4M0.35%+6,82613F-HRTimelineGroup
Patten Group, Inc.40,533$3.38M0.71%+2,93913F-HRTimeline
Cynosure Group, LLC40,380$3.37M0.38%+15613F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC40,208$3.36M0.05%013F-HRTimeline
Patton Albertson Miller Group, LLC40,019$3.34M0.44%-67713F-HRTimeline
PFG Advisors39,974$3.34M0.15%+1,26313F-HRTimeline
Soltis Investment Advisors LLC39,933$3.33M0.26%-7113F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC39,893$3.33M0.24%+2,68613F-HRTimeline
Capital Advantage, Inc.39,707$3.31M0.52%+1,13113F-HRTimeline
BWM Planning, LLC39,679$3.31M1.14%+5213F-HRTimeline
TRUE Private Wealth Advisors39,659$3.31M0.37%-1,13213F-HRTimeline
COWA, LLC39,518$3.3M1.26%+43013F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.39,351$3.29M0.24%new13F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT39,295$3.28M0.14%-2,01013F-HRTimeline
Simplicity Wealth,LLC39,290$3.28M0.14%-17713F-HRTimeline
Good Steward Wealth Advisors,LLC39,134$3.27M2.56%+17,02613F-HRTimeline
F/m Investments LLC39,051$3.26M0.12%013F-HRTimeline
Mutual Advisors, LLC38,431$3.26M0.08%+2,61013F-HRTimeline
Strategic Blueprint, LLC38,910$3.25M0.16%+6013F-HRTimeline
BEAM WEALTH ADVISORS, INC.38,750$3.23M0.96%-4,33213F-HRTimeline
Keystone Global Partners, LLC38,746$3.23M1.76%-11,42113F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC38,402$3.21M0.24%-4,07013F-HRTimeline
Gold Investment Management Ltd.38,149$3.18M1.2%+12,14413F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC37,792$3.15M0.63%+38113F-HRTimeline
Madison Wealth Partners, Inc37,760$3.15M0.69%-1,33913F-HRTimeline
Beacon Bridge Wealth Partners, LLC37,574$3.14M1.24%-2,48213F-HRTimeline
Aletheian Wealth Advisors LLC37,548$3.13M1.54%-39013F-HRTimeline
Princeton Global Asset Management LLC37,097$3.1M0.56%-66913F-HRTimeline
Diversified Enterprises, LLC36,994$3.09M0.23%+57813F-HRTimeline
Bigelow Investment Advisors, LLC36,859$3.08M1.36%+16713F-HRTimeline
Apeiron RIA LLC36,554$3.05M0.79%-2313F-HRTimeline
Trivium Point Advisory, LLC36,512$3.05M0.33%-5,49413F-HRTimeline
Clayton Financial Group LLC36,456$3.04M3.62%-58,10813F-HRTimeline
Cambridge Financial Group, LLC36,422$3.04M1.14%-34313F-HRTimeline
RED CRANE WEALTH MANAGEMENT, LLC36,264$3.03M2.76%+1,93413F-HRTimeline
Bryn Mawr Trust Advisors, LLC36,017$3.01M0.16%-9513F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC35,803$2.99M0.14%-1,95813F-HRTimeline
OPTIMA CAPITAL LLC35,625$2.97M1.6%new13F-HRTimeline
Capital Investment Advisors, LLC35,563$2.97M0.05%+3,28913F-HR/ATimeline
North Star Investment Management Corp.35,472$2.96M0.21%+1,35813F-HRTimeline
MASECO LLP35,437$2.96M0.11%13F-HRTimeline
MONECO ADVISORS, LLC35,344$2.95M0.27%-5,86413F-HRTimeline
Schneider Downs Wealth Management Advis…35,290$2.95M0.44%+16,19713F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC35,150$2.93M3.7%-73213F-HRTimeline
Peak Financial Management, Inc.34,842$2.91M0.83%-16913F-HRTimeline
BEARING POINT CAPITAL, LLC34,800$2.91M0.53%+20013F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC34,737$2.9M0.8%-19,32913F-HRTimelineGroup
KPP Advisory Services LLC34,637$2.89M0.48%-93313F-HR/ATimeline
CWS Financial Advisors, LLC34,593$2.89M0.84%+39013F-HRTimeline
GeoWealth Management, LLC34,515$2.88M0.11%+14,05013F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding34,386$2.87M+14,783Timeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …34,167$2.85M0.55%-2,01013F-HRTimeline
Evanson Asset Management, LLC33,564$2.8M0.17%+92413F-HRTimeline
YANKCOM Partnership33,506$2.8M1.37%+7,51213F-HRTimeline
GENTRY PRIVATE WEALTH, LLC33,502$2.8M2.14%+1,62013F-HRTimeline
DHK Financial Advisors, Inc.33,394$2.79M1.6%-11113F-HRTimeline
New Hampshire Trust33,315$2.78M0.58%+1,20713F-HRTimeline
Forefront Wealth Partners, LLC39,275$2.76M1.89%-36313F-HRTimeline
Sunbeam Capital Management, LLC32,996$2.75M2.09%+25,80813F-HRTimeline
LGL PARTNERS, LLC32,737$2.75M1.22%-1,01313F-HRTimeline
Hobbs Group Advisors, LLC32,946$2.75M0.94%+73913F-HRTimeline
Richard P Slaughter Associates Inc32,726$2.73M0.56%+3,04813F-HRTimeline
Vise Technologies, Inc.32,692$2.73M0.11%13F-HRTimeline
DRAVO BAY LLC32,647$2.73M1.32%-12213F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI32,567$2.72M0.17%+1,94513F-HRTimeline
Kings Path Partners LLC32,535$2.72M1.09%-1,59613F-HRTimeline
Manhattan West Asset Management, LLC32,523$2.72M0.63%+3,97413F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC32,500$2.71M0.02%+8,60013F-HRTimelineGroup
ADG Wealth Management Group, LLC32,469$2.71M2.31%new13F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC32,372$2.7M0.92%-57913F-HRTimeline
180 WEALTH ADVISORS, LLC32,302$2.7M0.38%-45613F-HRTimeline
SWP FINANCIAL LLC32,212$2.69M1.48%+36313F-HRTimeline
Ignite Planners, LLC32,475$2.68M0.47%+1,61413F-HR/ATimeline
WEDBUSH SECURITIES INC31,916$2.66M0.09%+11,83613F-HRTimeline
Lineweaver Wealth Advisors, LLC31,718$2.65M0.42%+50013F-HRTimeline
Quadrant Private Wealth Management, LLC31,565$2.64M0.55%+77913F-HRTimeline
Synergy Investment Management, LLC31,554$2.63M1.59%-23,85013F-HRTimeline
Stonebrook Private Inc.31,525$2.63M0.62%+15,06613F-HRTimeline
Vestcor Inc31,496$2.63M0.08%+7,80013F-HRTimeline
Bryant Woods Investment Advisors, LLC31,464$2.63M1.13%-1,10213F-HRTimeline
Pinnacle Bancorp, Inc.31,306$2.61M0.81%+3,21113F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC31,287$2.61M1.6%+1,78013F-HRTimeline
Laird Norton Wetherby Wealth Management…31,279$2.61M0.12%13F-HRTimeline
Westfuller Advisors, LLC31,217$2.61M1.49%-27,47713F-HRTimeline
Capital Advisors, Ltd. LLC30,880$2.58M0.32%+1,43013F-HRTimeline
Invst, LLC30,624$2.56M0.32%+8,31713F-HRTimeline
AA Financial Advisors, LLC30,614$2.56M0.55%+6,61613F-HRTimeline
SHUFRO ROSE & CO LLC33,725$2.55M0.21%-2913F-HRTimeline
Empower Advisory Group, LLC30,547$2.55M0.01%+1,77113F-HRTimeline
Vista Cima Wealth Management LLC30,489$2.55M2.38%+3113F-HRTimeline
Infinity Wealth Counsel, LLC30,396$2.54M2.56%+18013F-HRTimeline
Wharton Business Group, LLC30,263$2.53M0.11%+1,78013F-HRTimeline
Patriot Financial Group Insurance Agenc…30,024$2.51M0.29%+1,52113F-HRTimeline
Litman Gregory Wealth Management LLC30,003$2.5M0.2%-3,01413F-HRTimeline
3Chopt Investment Partners, LLC29,892$2.5M0.6%-27413F-HRTimeline
Blue Trust, Inc.29,778$2.49M0.03%+15,21613F-HRTimeline
Grant Street Asset Management, Inc.29,669$2.48M0.56%+78513F-HRTimeline
Arcus Capital Partners, LLC29,583$2.47M1.07%new13F-HRTimeline
Operose Advisors LLC29,581$2.47M0.7%+77213F-HRTimeline
Glenview Trust Co29,426$2.46M0.04%-113F-HRTimeline
SECURED RETIREMENT ADVISORS, LLC29,258$2.44M1.46%new13F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC29,225$2.44M0.19%-3,86813F-HR/ATimeline
Denver PWM, LLC29,189$2.44M0.76%+11713F-HRTimeline
Independent Advisor Alliance29,164$2.43M0.07%-36013F-HRTimeline
Amplius Wealth Advisors, LLC29,137$2.43M0.23%+15,97413F-HRTimeline
LEIGH BALDWIN & CO., LLC28,971$2.42M1.59%+6,52413F-HRTimeline
Center For Asset Management LLC34,061$2.4M1.48%-19,11813F-HRTimeline
LM Advisors LLC28,556$2.38M0.31%+1,15413F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC28,438$2.37M0.17%-7,91613F-HRTimeline
Biltmore Family Office, LLC28,401$2.37M0.4%+3,37913F-HRTimeline
Fire Capital Management LLC28,367$2.37M1.5%+47213F-HRTimeline
Cyndeo Wealth Partners, LLC28,350$2.37M0.14%+1,07513F-HRTimeline
Bison Wealth, LLC28,391$2.37M0.19%+5,13313F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.28,142$2.35M0.4%+1,32313F-HRTimeline
Investment Advisory Group, LLC28,000$2.34M0.71%-38713F-HRTimeline
U.S. Capital Wealth Advisors, LLC27,898$2.33M0.07%+1,75813F-HRTimeline
Envision Financial LLC27,835$2.32M1.55%+2,79813F-HRTimeline
Fiduciary Alliance LLC27,788$2.32M0.17%+20,58713F-HRTimeline
SAX WEALTH ADVISORS, LLC27,712$2.31M0.14%+1,96513F-HRTimeline
Morton Brown Family Wealth, LLC27,668$2.31M0.7%-5413F-HRTimeline
Firestone Capital Management27,597$2.3M0.54%+89913F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…27,445$2.29M0.32%+1,75313F-HRTimeline
TD Waterhouse Canada Inc.27,372$2.28M0.02%+20,80913F-HRTimeline
Godshalk Welsh Capital Management, Inc.27,339$2.28M1.41%-49513F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC27,177$2.27M0.02%+1,44613F-HRTimeline
STEEL GROVE CAPITAL ADVISORS, LLC27,006$2.25M0.27%+42213F-HRTimeline
Choate Investment Advisors26,983$2.25M0.05%+2,65213F-HRTimeline
Magnus Financial Group LLC26,890$2.24M0.2%+3,48313F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC26,852$2.24M0.06%+11,03913F-HRTimelineGroup
Lee Financial Co26,816$2.24M0.32%-2513F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…26,809$2.24M0.12%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…26,717$2.23M<0.01%+4,98913F-HRTimelineGroup
Family Firm, Inc.26,703$2.23M0.54%+5,18413F-HRTimeline
Claro Advisors Inc.26,682$2.23M0.37%-15,23013F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.26,637$2.22M1.05%-15,28213F-HRTimeline
Verdence Capital Advisors LLC26,546$2.22M0.15%+1,37013F-HRTimeline
Certus Wealth Management, LLC26,268$2.19M1.41%-27513F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding26,062$2.18M-7,905Timeline
Allworth Financial LP25,911$2.16M0.01%-61713F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.25,893$2.16M0.34%-2,12013F-HR/ATimeline
SENTINEL TRUST CO LBA25,848$2.16M0.23%-1,10813F-HRTimeline
Veracity Capital LLC25,777$2.15M0.75%+1,74713F-HRTimeline
NICOLET BANKSHARES INCgroup of 2 filers holding26,260$2.15M+16,561Timeline
BROWN WEALTH MANAGEMENT, LLC25,718$2.15M0.67%-3,04813F-HRTimeline
Williams Jones Wealth Management, LLC.25,651$2.14M0.03%+21,69213F-HRTimeline
Wealthfront Advisers LLC25,627$2.14M0.01%+95313F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP25,607$2.14M0.2%+4,30313F-HRTimelineGroup
HBK Sorce Advisory LLC25,554$2.13M0.06%+2,98013F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP25,549$2.13M0.32%+1,36313F-HRTimeline
GGM Financial LLC25,492$2.13M1.24%+8,89413F-HR/ATimeline
Total Wealth Planning, LLC25,251$2.11M0.27%+21,07813F-HRTimeline
Snider Financial Group25,188$2.1M0.61%new13F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC25,176$2.1M<0.01%new13F-HR/ATimelineGroup
Disciplined Investments, LLC24,974$2.08M0.88%-53713F-HRTimeline
CORNERSTONE PARTNERS CAPITAL MANAGEMENT…24,828$2.07M6.21%013F-HRTimeline
Balboa Wealth Partners24,793$2.07M0.42%+6,31613F-HRTimeline
Wiser Wealth Management, Inc24,774$2.07M0.52%-5013F-HRTimeline
Heritage Trust Co24,730$2.06M0.24%-14313F-HRTimeline
AdvisorNet Financial, Inc24,685$2.06M0.13%-5113F-HRTimeline
Aegis Wealth Management LLC27,080$2.05M1.23%013F-HRTimeline
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, …24,514$2.05M0.65%-38713F-HRTimeline
Jacobi Capital Management LLC24,407$2.04M0.14%+5,20713F-HRTimeline
Cascade Financial Partners, LLC24,374$2.03M0.24%-1,00713F-HRTimeline
Slagle Financial, LLC24,345$2.03M0.82%new13F-HRTimeline
Nilsine Partners, LLC24,168$2.02M0.2%+45213F-HRTimeline
Net Worth Advisory Group24,074$2.01M0.45%new13F-HRTimeline
ETF Portfolio Partners, Inc.23,980$2M0.55%013F-HRTimeline
GWN SECURITIES INC.23,824$2M0.37%-6,23113F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC23,851$1.99M0.36%-16313F-HRTimeline
MAYPORT, LLC23,818$1.99M0.48%-10013F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.23,793$1.99M0.14%-36613F-HRTimelineGroup
WARNER FINANCIAL, INC23,654$1.98M0.81%+15113F-HRTimeline
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC23,487$1.96M0.43%+7,36813F-HRTimeline