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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
Blue Trust, Inc.55,837$5.05M0.06%-7,49013F-HRTimeline
William Howard & Co Financial Advisors …55,734$5.05M4.36%-32213F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC55,442$5.03M0.63%-4,27313F-HRTimeline
Gold Investment Management Ltd.55,535$5.03M1.56%+6,40313F-HRTimeline
Koshinski Asset Management, Inc.55,349$5.01M0.31%+15613F-HRTimeline
AtlasMark Financial, Inc55,471$4.96M3.21%013F-HRTimeline
Wright Wealth LLC54,742$4.96M3.32%+56913F-HRTimeline
Eley Financial Management, Inc54,607$4.94M1.78%+1,47513F-HR/ATimeline
Tanglewood Wealth Management, Inc.54,279$4.91M0.41%-1,48513F-HRTimeline
Prism Advisors, Inc.54,175$4.9M1.31%+113F-HRTimeline
Fortitude Family Office, LLC53,550$4.85M1.09%013F-HRTimeline
Pembroke Management, LTD53,462$4.84M0.7%-1,00913F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding53,161$4.81M+5,216Timeline
CAMBIENT FAMILY OFFICE, LLC53,077$4.81M0.67%+28813F-HRTimeline
High Net Worth Advisory Group LLC53,045$4.8M1.12%-44913F-HRTimeline
Arax Advisory Partners52,783$4.8M0.14%-11,89813F-HRTimeline
FDx Advisors, Inc.52,782$4.78M1.53%new13F-HRTimeline
Old Port Advisors52,766$4.78M1.1%+1,52913F-HRTimeline
WEALTH ALLIANCE, LLC52,566$4.76M0.47%-5,72513F-HRTimeline
GENTRY PRIVATE WEALTH, LLC52,510$4.75M2.86%+6,80613F-HRTimeline
Adelphi Trust Co52,401$4.74M3.86%+20013F-HRTimeline
Henderson Brothers Financial Partners, …52,401$4.74M1.2%13F-HRTimeline
AAF Wealth Management, LLC52,380$4.74M1.95%-3,95913F-HRTimeline
Crusonia Wealth Advisors LLC52,338$4.74M0.98%+23913F-HRTimeline
Trivium Point Advisory, LLC52,161$4.72M0.85%-21613F-HRTimeline
Palisade Asset Management, LLC52,014$4.71M0.47%+87013F-HRTimeline
Legacy Financial Advisors, Inc.51,941$4.7M0.66%-3,46813F-HRTimeline
Hofer & Associates. Inc51,477$4.66M2.5%+1,34513F-HRTimeline
Patten Group, Inc.51,413$4.65M0.81%+73613F-HRTimeline
FAS Wealth Partners, Inc.51,399$4.65M0.29%-12113F-HRTimeline
Claro Advisors Inc.51,197$4.63M0.56%+23,61013F-HRTimeline
NorthRock Partners, LLC51,195$4.63M0.07%-3,94713F-HRTimeline
OKABENA INVESTMENT SERVICES INC50,965$4.61M0.89%+2,77013F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC50,783$4.6M0.52%-98113F-HRTimeline
SteelPeak Wealth, LLC50,663$4.59M0.14%+39,46013F-HRTimeline
CVA Family Office, LLC50,609$4.58M0.48%+3,66013F-HRTimeline
MACROVIEW INVESTMENT MANAGEMENT LLC50,585$4.58M3.2%+2,15813F-HRTimeline
Rinkey Investments50,383$4.56M1.17%013F-HRTimeline
Merkkuri Wealth Advisors LLC50,348$4.56M3.02%+1513F-HRTimeline
Choate Investment Advisors50,291$4.55M0.09%+5,82013F-HRTimeline
Sound View Wealth Advisors Group, LLC50,261$4.55M0.31%+1,41713F-HRTimeline
Boyd Wealth Management, LLC50,114$4.54M1.92%-2613F-HRTimeline
Box Hill Private Wealth LLC49,928$4.52M4.47%+10,61313F-HRTimeline
Avior Wealth Management, LLC49,721$4.5M0.13%-4,13713F-HRTimeline
Element Wealth, LLC49,651$4.49M1.86%+2,44513F-HRTimeline
TRUST POINT INC.49,466$4.48M0.39%+2,89713F-HRTimeline
Clear Creek Financial Management, LLC49,462$4.48M0.34%new13F-HRTimeline
Canvas Wealth Advisors, LLC49,315$4.46M0.76%-11,02613F-HRTimeline
SkyView Investment Advisors, LLC49,185$4.45M0.6%+1413F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC49,157$4.45M0.44%+9,48213F-HRTimeline
Invera Wealth Advisors, LLC48,349$4.38M2.81%-1,74113F-HRTimeline
Rock Creek Group LLCin group Rock Creek Group LLC48,089$4.35M0.44%-3,98513F-HRTimelineGroup
Aptus Capital Advisors, LLC48,007$4.35M0.04%-1,62213F-HRTimeline
Diversified Enterprises, LLC47,846$4.33M0.24%+2,80113F-HRTimeline
RFG Advisory, LLC47,794$4.33M0.08%+24,61213F-HRTimeline
REDW Wealth LLC47,750$4.32M1.72%-3,48813F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC47,730$4.32M0.03%+13,19713F-HRTimeline
Ellis Investment Partners, LLC47,681$4.32M0.75%+92513F-HRTimeline
Schiavi & Co LLC47,479$4.3M1.28%+67613F-HRTimeline
Sage Mountain Advisors LLC47,477$4.3M0.3%+5,41213F-HRTimeline
Strategic Equity Management47,399$4.29M1.61%-92,55213F-HRTimeline
New Hampshire Trust47,339$4.29M0.86%+4,12313F-HRTimeline
Hamilton Wealth, LLC47,301$4.28M0.83%+12,02413F-HR/ATimeline
Princeton Global Asset Management LLC47,075$4.26M0.7%+9,55513F-HRTimeline
Global Trust Wealth Management LLC47,022$4.26M3.22%-1,66413F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC47,017$4.26M0.31%+39,62013F-HRTimelineGroup
Inspire Advisors, LLCin group Inspire Investing, LLC46,890$4.24M0.35%-50313F-HRTimelineGroup
Wakefield Asset Management LLLPin group Wakefield Asset Management LL…46,866$4.24M1.12%-43813F-HRTimelineGroup
TORONTO DOMINION BANKin group TORONTO DOMINION BANK46,626$4.23M0.01%-5,19513F-HRTimelineGroup
BEAM WEALTH ADVISORS, INC.46,470$4.21M1.05%+2,88913F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.46,176$4.18M0.17%+41413F-HRTimeline
Williams Jones Wealth Management, LLC.46,152$4.18M0.05%+6,29713F-HRTimeline
North Star Investment Management Corp.45,693$4.14M0.25%+2,54813F-HRTimeline
Centerpoint Advisors, LLC45,603$4.13M1.34%-28813F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC44,678$4.04M2.05%+12,67613F-HRTimeline
Fi3 FINANCIAL ADVISORS, LLC44,507$4.03M1.16%-9,72513F-HRTimeline
Helium Advisors LLC44,329$4.01M3.83%-3,54013F-HRTimeline
Clarus Wealth Advisors43,512$3.99M1.7%new13F-HRTimeline
Vilga Financial Planning LLC44,015$3.98M3.56%-2713F-HRTimeline
WEALTHEDGE INVESTMENT ADVISORS, LLC43,863$3.97M1.46%-9,65113F-HRTimeline
PACK Private Wealth, LLC43,743$3.96M1.82%013F-HRTimeline
VISTA FINANCE, LLC43,084$3.9M3.1%new13F-HRTimeline
JT Stratford LLC43,073$3.9M0.5%+1,09513F-HRTimeline
Stolper Co15,990$3.88M1.1%+11,41013F-HRTimeline
CSM Advisors, LLC42,684$3.87M0.09%013F-HRTimeline
Soltis Investment Advisors LLC42,606$3.86M0.25%+1,89913F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.42,361$3.83M0.25%+3,01413F-HRTimeline
Mutual Advisors, LLC42,306$3.83M0.08%+1,97613F-HRTimeline
2UniFi Bank42,265$3.83M1.85%-21713F-HRTimeline
MONTAG A & ASSOCIATES INC42,121$3.81M0.18%+37,66613F-HRTimeline
Financial Planning Navigators CORP42,105$3.81M1.67%+10,37313F-HRTimeline
JPL Wealth Management, LLC42,102$3.81M0.88%-1,33213F-HR/ATimeline
Birchcreek Wealth Management, LLC41,969$3.8M1.83%+81813F-HRTimeline
M Holdings Securities, Inc.40,753$3.79M0.26%+42613F-HRTimeline
Wilshire Advisors LLC41,854$3.79M38.03%-5,00913F-HRTimeline
Emerald Advisors, LLC41,832$3.79M0.47%-27,25813F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC41,748$3.78M0.06%-11,05513F-HRTimelineGroup
PLIMOTH TRUST CO LLC41,743$3.78M0.84%+7,94613F-HRTimeline
Intrua Financial, LLC41,600$3.77M0.4%-25513F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC41,009$3.71M0.05%-1,79213F-HRTimeline
CERTUITY, LLC40,997$3.71M0.24%-2,99513F-HRTimeline
Invst, LLC40,700$3.68M0.42%+14,23613F-HRTimeline
Sierra Capital LLC40,367$3.65M0.4%-55113F-HRTimeline
BWM Planning, LLC40,166$3.64M0.96%013F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.40,092$3.63M0.04%new13F-HRTimelineGroup
SWP FINANCIAL LLC39,752$3.6M1.84%+2,67813F-HRTimeline
Capital Advantage, Inc.39,690$3.59M0.47%-32313F-HRTimeline
Windward Private Wealth Management Inc.39,466$3.57M1.24%-2,34013F-HRTimeline
Bigelow Investment Advisors, LLC39,367$3.56M1.43%+2,02713F-HRTimeline
North Berkeley Wealth Management, LLC39,326$3.56M1.88%+25,80813F-HRTimeline
Evanson Asset Management, LLC39,034$3.53M0.19%013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC38,997$3.53M0.16%new13F-HRTimeline
Patton Albertson Miller Group, LLC38,980$3.53M0.42%-2713F-HRTimeline
Madison Wealth Partners, Inc38,952$3.53M0.56%+18313F-HRTimeline
Inman Jager Wealth Management, LLC38,833$3.52M2.05%-1,28613F-HRTimeline
Forefront Wealth Partners, LLC38,378$3.47M1.45%+4,10213F-HRTimeline
Empirical Financial Services, LLC d.b.a…38,296$3.47M0.06%-90613F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP37,729$3.42M0.27%+2,66813F-HRTimelineGroup
Powerhouse Assets LLC37,715$3.41M2.97%-10013F-HRTimeline
SHUFRO ROSE & CO LLC37,248$3.37M0.23%-3713F-HRTimeline
RED CRANE WEALTH MANAGEMENT, LLC37,132$3.36M2.77%-1,78013F-HRTimeline
MONECO ADVISORS, LLC37,127$3.36M0.26%-24413F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI37,126$3.36M0.15%+2,94913F-HRTimeline
Bryn Mawr Trust Advisors, LLC37,089$3.36M0.16%+5713F-HRTimeline
Aletheian Wealth Advisors LLC36,998$3.35M1.63%13F-HRTimeline
LGL PARTNERS, LLC36,838$3.33M1.37%+2,85913F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.36,750$3.33M0.46%+6,86913F-HRTimeline
Beacon Bridge Wealth Partners, LLC36,697$3.32M1.11%-24613F-HRTimeline
FFT WEALTH MANAGEMENT LLC36,586$3.31M0.6%+24,95813F-HRTimeline
Cambridge Financial Group, LLC36,522$3.31M1.12%-34613F-HRTimeline
Chesley Taft & Associates LLC36,273$3.28M0.14%013F-HRTimeline
INTEGRITY WEALTH ADVISORS, INC.36,233$3.28M1.97%+16,60613F-HRTimeline
HCR Wealth Advisors36,210$3.28M0.34%+50213F-HRTimeline
Blue Fin Capital, Inc.36,083$3.27M0.54%+7,63513F-HRTimeline
KPP Advisory Services LLC36,051$3.26M0.47%new13F-HRTimeline
Hobbs Group Advisors, LLC35,839$3.24M0.97%+1,21713F-HRTimeline
Retirement Planning Group, LLC35,694$3.23M0.1%+30,57313F-HRTimeline
KALEIDOSCOPE CAPITAL LP35,671$3.23M1.24%-2,62513F-HRTimeline
LEIGH BALDWIN & CO., LLC35,622$3.22M2.09%+1,23413F-HRTimeline
4Thought Financial Group Inc.35,601$3.22M1.59%-5,76013F-HRTimeline
AdvisorNet Financial, Inc35,589$3.22M0.17%+97613F-HRTimeline
BEARING POINT CAPITAL, LLC35,400$3.2M0.5%-2,75013F-HRTimeline
Chris Bulman Inc35,387$3.2M1.4%-2,69813F-HRTimeline
MAIMON WEALTH MANAGEMENT LTD.36,495$3.2M2.81%+1,97013F-HRTimeline
Cooper Financial Group35,333$3.2M0.32%+12,29013F-HRTimeline
STRATEGY ASSET MANAGERS LLC35,299$3.2M0.52%+2,10813F-HRTimeline
Penobscot Investment Management Company…35,209$3.19M0.25%+6,52713F-HRTimeline
Roble, Belko & Company, Inc35,181$3.19M0.4%-27,86513F-HRTimeline
Pinnacle Bancorp, Inc.35,153$3.18M0.94%+3,18913F-HRTimeline
MEMBERS WEALTH LLC33,350$3.18M1.9%+3,13713F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS35,063$3.17M2.83%13F-HRTimeline
Schneider Downs Wealth Management Advis…34,929$3.16M0.35%013F-HRTimeline
JGP Wealth Management, LLC34,926$3.16M0.33%+2,48613F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC34,894$3.16M1.14%+2,35013F-HR/ATimelineGroup
DRAVO BAY LLC34,647$3.14M1.27%+1,83813F-HRTimeline
Madison Asset Management, LLCin group Madison Asset Management, LLC34,564$3.13M0.04%+25,31813F-HRTimelineGroup
Purewater Capital LLC34,485$3.12M2.99%13F-HRTimeline
First Financial Bankshares Inc34,383$3.11M0.06%013F-HRTimeline
SMITH, MOORE & CO.34,307$3.11M0.23%+9,36313F-HRTimeline
AMG Asset Management Group, Inc.34,211$3.1M2.4%new13F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT34,191$3.1M0.12%-44513F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …34,145$3.09M0.01%+49613F-HRTimelineGroup
Quadrant Private Wealth Management, LLC34,065$3.08M0.48%+5,10213F-HRTimeline
YANKCOM Partnership34,061$3.08M1.27%013F-HRTimeline
Wealthfront Advisers LLC34,006$3.08M0.01%+3,88913F-HRTimeline
Fiduciary Alliance LLC31,784$3.06M0.18%+1,53613F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.31,944$3.05M0.43%+81913F-HRTimeline
Cornerstone National Bank & Trust Co33,063$3.04M1.12%new13F-HRTimeline
Capital Advisors, Ltd. LLC33,558$3.04M0.35%+88413F-HRTimeline
Compton Financial Group, LLC33,525$3.03M0.67%-4,92313F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC33,500$3.03M0.23%+26,58613F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.33,199$3.01M0.03%+7,71113F-HRTimeline
Storen Legacy Partners, LLC33,154$3M0.94%new13F-HRTimeline
Sentinel Advisory Group, LLC33,053$2.99M1.46%13F-HRTimeline
Fire Capital Management LLC32,967$2.98M1.4%-10213F-HRTimeline
Vestcor Inc32,859$2.98M0.08%+19513F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…32,858$2.97M0.06%-6413F-HRTimelineGroup
Glenview Trust Co32,692$2.96M0.05%+84113F-HRTimeline
Peak Financial Management, Inc.32,598$2.95M0.75%013F-HRTimeline
Lineweaver Wealth Advisors, LLC32,573$2.95M0.4%+68013F-HRTimeline
Biltmore Family Office, LLC32,368$2.93M0.41%+80013F-HRTimeline
Ignite Planners, LLC32,351$2.93M0.45%-28313F-HRTimeline
180 WEALTH ADVISORS, LLC32,282$2.92M0.33%-25313F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC32,213$2.92M0.21%-5,38513F-HRTimeline
Vigilare Wealth Management32,120$2.91M0.98%-38,32313F-HRTimeline
Thayer Partners, LLC / MA32,107$2.91M1.38%+1,98713F-HRTimeline
Bryant Woods Investment Advisors, LLC32,106$2.91M1.07%+5,04713F-HRTimeline
Wealth Enhancement Trust Services, Inc.32,036$2.9M0.35%+14,57413F-HRTimeline
ADG Wealth Management Group, LLC32,010$2.9M2%+12113F-HRTimeline
Independence Bank of Kentucky31,800$2.88M0.36%+4,40413F-HRTimeline
COWA, LLC31,714$2.87M0.77%-10,52313F-HRTimeline
Pathfinder Wealth Consulting, Inc.31,694$2.87M1.86%-80913F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…31,693$2.87M<0.01%-2,99913F-HRTimelineGroup
Owl Creek Wealth Partners LLC31,679$2.87M1.02%13F-HRTimeline
Operose Advisors LLC31,604$2.86M0.66%+1,45813F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC31,532$2.85M0.2%-6,54513F-HRTimeline
FIRST HORIZON CORP31,470$2.85M0.12%-2,55213F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC31,437$2.85M0.81%-37513F-HRTimeline
Asset Advisory Group, Inc.31,383$2.84M1.43%+1,19113F-HRTimeline
Kings Path Partners LLC31,337$2.84M0.98%-93013F-HR/ATimeline