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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
Morton Capital Management LLC/CA23,240$1.94M0.34%+8113F-HRTimeline
Gilbert & Cook, Inc.23,043$1.92M0.26%-20213F-HRTimeline
Manchester Capital Management LLC22,914$1.91M0.25%013F-HRTimeline
JDM Financial Group LLC22,900$1.91M0.9%+25113F-HRTimeline
Williams & Novak Wealth Management, LLC22,891$1.91M1.63%-1,76213F-HRTimeline
RAINIER FAMILY WEALTH INC22,889$1.91M1.91%+1,88513F-HRTimeline
Keystone Financial Group22,854$1.91M0.17%+22813F-HRTimeline
Hassell Wealth Management, LLC22,293$1.91M0.7%+34913F-HRTimeline
VERUS CAPITAL PARTNERS, LLC22,789$1.9M0.17%-2213F-HR/ATimeline
ISLAY CAPITAL MANAGEMENT, LLC22,532$1.88M1.21%+18,44713F-HRTimeline
MGO ONE SEVEN LLC22,524$1.88M0.06%+7,27213F-HRTimeline
MATAURO, LLC22,518$1.88M0.35%-2,92813F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.22,310$1.86M0.01%new13F-HRTimelineGroup
Fiera Capital Corpin group Fiera Capital Corp22,152$1.85M0.01%+4,80113F-HRTimelineGroup
TSFG, LLC22,082$1.84M0.33%+2,53813F-HRTimeline
BANK OF NOVA SCOTIAgroup of 2 filers holding21,948$1.83M+2,597Timeline
Independence Bank of Kentucky21,861$1.82M0.26%+90413F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.21,797$1.82M0.05%+17013F-HRTimelineGroup
StrongBox Wealth, LLC21,795$1.82M0.69%+52613F-HRTimeline
Evercore Wealth Management, LLC21,765$1.82M0.03%-8013F-HRTimeline
WEALTHEDGE INVESTMENT ADVISORS, LLC21,756$1.82M0.76%-8,44313F-HRTimeline
OneAscent Financial Services LLCgroup of 2 filers holding21,580$1.8M+5,147Timeline
Empirical Asset Management, LLC21,454$1.79M0.55%+3113F-HRTimeline
LongView Wealth Management21,382$1.78M0.54%-70,28413F-HRTimeline
Summit X, LLC21,319$1.78M0.33%+51813F-HRTimeline
United Advisor Group, LLC21,267$1.78M0.31%+6,09713F-HRTimeline
Dynamic Financial Group21,252$1.77M1.71%-19513F-HRTimeline
Csenge Advisory Group21,487$1.77M0.09%+1613F-HRTimeline
Wind River Trust Co21,203$1.77M0.71%013F-HRTimeline
Everhart Financial Group, Inc.21,182$1.77M0.2%-1,55613F-HRTimeline
Foundations Investment Advisors, LLC21,140$1.76M0.03%+6,90913F-HRTimeline
Fourth Dimension Wealth, LLC21,055$1.76M0.74%-3,57413F-HRTimeline
First Bank & Trust21,048$1.76M0.31%-19813F-HRTimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV21,012$1.75M0.54%+2,97013F-HRTimeline
CITY NATIONAL BANK OF FLORIDA /MSD20,975$1.75M1.27%-58913F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.20,931$1.75M0.08%-6,38013F-HRTimelineGroup
EXCHANGE TRADED CONCEPTS, LLC20,910$1.75M0.02%new13F-HRTimeline
Arrowroot Family Office, LLC20,867$1.74M0.78%13F-HRTimeline
JMG Financial Group, Ltd.20,801$1.74M0.05%+1,36313F-HRTimeline
Courage Miller Partners, LLC20,742$1.73M0.55%-3013F-HRTimeline
Penobscot Investment Management Company…20,669$1.73M0.15%+1,40613F-HRTimeline
Seven Post Investment Office LP20,507$1.71M0.64%013F-HRTimeline
Hoxton Planning & Management, LLC20,488$1.71M0.59%-56513F-HRTimeline
Balefire, LLC20,475$1.71M0.37%+11,35713F-HRTimeline
Black Diamond Financial, LLC20,328$1.7M0.26%+11613F-HRTimeline
MMA ASSET MANAGEMENT LLC20,300$1.69M0.65%-1913F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC20,207$1.69M0.5%+7,64113F-HRTimeline
Quent Capital, LLC20,147$1.68M0.16%-75513F-HRTimeline
Icon Wealth Advisors, LLC20,018$1.67M0.12%+28113F-HRTimeline
Paragon Capital Management Ltd19,830$1.66M0.3%-29013F-HRTimeline
Embree Financial Group19,735$1.65M0.25%+15,66613F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.19,528$1.63M0.21%+4813F-HRTimeline
NDVR, Inc.19,496$1.63M1.53%-1,86413F-HRTimeline
Perennial Investment Advisors, LLC19,469$1.63M0.16%-4,69213F-HRTimeline
CAHILL FINANCIAL ADVISORS INC19,446$1.62M0.2%-1613F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC19,370$1.62M0.41%-32513F-HRTimeline
REBALANCE, LLC19,364$1.62M0.11%new13F-HRTimeline
Milestone Asset Management Group, LLC19,323$1.61M1.19%+52213F-HRTimeline
Beckerman Institutional, LLC19,306$1.61M1.07%-22413F-HRTimeline
First County Bank /CT/19,275$1.61M0.87%-64313F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…19,232$1.61M0.04%+4,45013F-HRTimelineGroup
Cherry Tree Wealth Management, LLC19,208$1.6M0.37%-1,28813F-HRTimeline
Sovereign Financial Group, Inc.19,087$1.59M0.33%-96913F-HRTimeline
Highland Financial Advisors, LLC19,074$1.59M0.51%-34213F-HRTimeline
Innovative Wealth Building LLC19,056$1.59M1.32%-6,95113F-HRTimeline
Pallas Capital Advisors LLC19,043$1.59M0.06%-3,12513F-HRTimeline
STRATEGY ASSET MANAGERS LLC18,981$1.58M0.3%-1,53113F-HRTimeline
Kooman & Associates18,867$1.58M0.53%+3113F-HRTimeline
Cooper Financial Group18,836$1.57M0.18%+1813F-HRTimeline
2UniFi Bank18,794$1.57M0.89%+9,30913F-HRTimeline
Fisher Asset Management, LLC18,762$1.57M<0.01%-12,46613F-HRTimeline
Northwest Bancshares, Inc.18,612$1.55M0.27%-17613F-HRTimeline
INTEGRITY ALLIANCE, LLC.18,534$1.55M0.08%-12,43213F-HRTimeline
HICKS CAPITAL MANAGEMENT LLC18,467$1.54M2.44%-24613F-HRTimeline
SIMA Wealth Partners, LLC18,465$1.54M1.24%-2,96713F-HRTimeline
Navigation Wealth Management, Inc.18,329$1.53M2.25%+14,62213F-HRTimeline
PHILADELPHIA TRUST CO18,324$1.53M0.12%+15413F-HRTimeline
PINNACLE ASSOCIATES LTD18,306$1.53M0.02%-1,49513F-HRTimeline
St. Louis Trust Co18,295$1.53M0.2%013F-HRTimeline
Tufton Capital Management18,289$1.53M0.29%+27813F-HRTimeline
Consolidated Portfolio Review Corp18,201$1.52M0.21%+4,87213F-HRTimeline
HCR Wealth Advisors18,190$1.52M0.18%+1,89913F-HRTimeline
Lincoln Capital LLC18,141$1.51M0.29%+213F-HRTimeline
Global View Capital Management LLC17,995$1.5M0.48%-2,33913F-HRTimeline
LVZ, Inc.17,818$1.49M0.18%+67213F-HRTimeline
Roger Wittlin Investment Advisory, LLC17,817$1.49M0.83%+32113F-HRTimeline
BIP Wealth, LLC17,815$1.49M0.09%+11313F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp17,738$1.48M0.09%-57,83313F-HRTimelineGroup
Dentgroup LLC17,699$1.48M1.02%-48313F-HRTimeline
SHELTON WEALTH MANAGEMENT, LLC17,695$1.48M0.74%-2,05913F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC17,655$1.47M0.04%+2,71713F-HRTimeline
Rockwood Wealth Management, LLC17,625$1.47M0.13%-4613F-HRTimeline
Strategic Wealth Partners, Ltd.17,561$1.47M0.12%13F-HRTimeline
Charter Oak Capital Management, LLC17,543$1.46M0.12%+1,45613F-HRTimeline
GAMMA Investing LLC17,507$1.46M0.09%+1,13413F-HRTimeline
FIRST NATIONAL CORP /MA/ /ADV17,467$1.46M0.29%+10713F-HRTimeline
Wingate Wealth Advisors, Inc.17,402$1.45M1.29%+2513F-HRTimeline
EVOKE WEALTH, LLC17,399$1.45M0.03%+8313F-HRTimeline
Trevian Wealth Management LLC17,391$1.45M0.89%new13F-HRTimeline
MA Private Wealth17,389$1.45M0.26%+46813F-HRTimeline
WealthCare Investment Partners, LLC17,354$1.45M0.52%-2,45713F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC17,245$1.44M0.03%+3,28213F-HRTimelineGroup
Columbus Macro, LLC17,235$1.44M0.18%-13,80613F-HRTimeline
MONTAG & CALDWELL, LLC17,030$1.42M0.31%-113F-HRTimeline
TFC Financial Management, Inc.16,973$1.42M0.19%-10013F-HRTimeline
CABOT WEALTH MANAGEMENT INC16,956$1.42M0.17%-11413F-HRTimeline
BOYUM WEALTH ARCHITECTS LLC16,932$1.41M1.04%+46113F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp16,881$1.41M0.03%+9,85713F-HRTimelineGroup
FineMark National Bank & Trust16,815$1.4M0.05%-1,17013F-HRTimeline
JRM Investment Counsel, LLC16,812$1.4M0.45%-14,76313F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC16,772$1.4M0.02%+6,84313F-HRTimelineGroup
WEST BANCORPORATION INC16,767$1.4M0.88%-9513F-HRTimeline
WEALTHGARDEN F.S. LLC17,094$1.4M1.16%+1,50313F-HRTimeline
FORTE ASSET MANAGEMENT LLC16,764$1.4M0.71%+8,70013F-HRTimeline
NCM Capital Management, LLC16,704$1.39M0.57%+77913F-HRTimeline
Binnacle Investments Inc16,652$1.39M0.9%-33313F-HRTimeline
RoundAngle Advisors LLC16,623$1.39M1.16%+18813F-HRTimeline
Coign Capital Advisors LLC16,596$1.39M0.94%+33013F-HRTimeline
Richmond Investment Services, LLC16,573$1.38M0.29%new13F-HRTimeline
Cornerstone Wealth Management, LLC16,526$1.38M0.08%-23913F-HRTimeline
Occidental Asset Management, LLC16,423$1.37M0.19%-8,15913F-HRTimeline
WETZEL INVESTMENT ADVISORS, INC.16,370$1.37M0.62%-14,20413F-HRTimeline
Trueblood Wealth Management, LLC16,368$1.37M0.57%+1,73313F-HRTimeline
Northeast Financial Consultants Inc16,348$1.36M0.06%+57713F-HRTimeline
SOL Capital Management CO16,322$1.36M0.13%+2713F-HRTimeline
Klaas Financial Asset Advisors, LLC16,314$1.36M0.22%-19313F-HRTimeline
Aurdan Capital Management, LLC16,314$1.36M0.46%+2,21313F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…16,294$1.36M0.13%-8513F-HRTimelineGroup
Keystone Financial Group, Inc.16,328$1.35M0.86%+19013F-HRTimeline
Advisors Capital Management, LLC16,077$1.34M0.02%+6,92813F-HRTimeline
ALTFEST L J & CO INC16,022$1.34M0.16%-1,99013F-HRTimeline
Jaffetilchin Investment Partners, LLC16,005$1.34M0.09%-33213F-HRTimeline
Dana Investment Advisors, Inc.15,893$1.33M0.04%+1,24013F-HRTimeline
SAXON INTERESTS, INC.17,442$1.32M0.62%013F-HRTimeline
Stonebridge Financial Group, LLC15,802$1.32M0.13%-44313F-HRTimeline
BlueSky Wealth Advisors, LLC15,752$1.31M0.19%-19213F-HRTimeline
FOSTER & MOTLEY INC15,718$1.31M0.08%-2,61913F-HRTimeline
TOWER TRUST & INVESTMENT Co15,712$1.31M0.93%-57613F-HRTimeline
Retirement Wealth Solutions LLC15,684$1.31M0.96%-1,79413F-HRTimeline
SUMMIT WEALTH & RETIREMENT PLANNING, IN…15,655$1.31M0.35%+3,66013F-HRTimeline
Lee, Kelleher & Klein Wealth Management15,649$1.31M0.87%+2,87413F-HRTimeline
Aries Wealth Management15,639$1.31M0.34%013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC15,578$1.3M0.1%-1,97013F-HRTimeline
Investment Research & Advisory Group, I…15,524$1.3M0.48%+12,02013F-HRTimeline
SeaBridge Investment Advisors LLC15,501$1.29M0.24%-17213F-HRTimeline
Coordinated Financial Services, Inc.15,434$1.29M0.89%13F-HRTimeline
Madden Advisory Services, Inc.15,418$1.29M0.55%-2113F-HRTimeline
STAR Financial Bank15,406$1.29M0.82%+11,10013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…15,378$1.28M0.06%-63913F-HRTimelineGroup
Parisi Gray Wealth Management15,370$1.28M0.37%+613F-HRTimeline
Maia Wealth LLC15,348$1.28M0.24%-2,80113F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…15,262$1.27M0.21%-1,82213F-HRTimeline
Black Cypress Capital Management, LLC15,200$1.27M1.04%-3,59713F-HRTimeline
New Republic Capital, LLC15,198$1.27M0.45%+65513F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.15,189$1.27M0.01%+2,82613F-HRTimeline
ROMANO BROTHERS AND COMPANY15,159$1.27M0.16%+54013F-HRTimeline
Sepio Capital, LP15,092$1.26M0.09%+23313F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…15,068$1.26M0.02%-48613F-HRTimelineGroup
DAYMARK WEALTH PARTNERS, LLC15,061$1.26M0.05%+1,70913F-HRTimeline
Forza Wealth Management, LLC15,041$1.26M0.51%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC14,977$1.25M0.09%+50613F-HRTimeline
W ADVISORS, LLC14,970$1.25M0.72%-2,58813F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …14,959$1.25M0.08%new13F-HR/ATimeline
HM PAYSON & CO14,945$1.25M0.02%+3,21313F-HRTimeline
Main Street Financial Solutions, LLC14,935$1.25M0.09%+3,39913F-HRTimeline
MainStreet Investment Advisors LLC14,925$1.25M0.17%+2,39513F-HRTimeline
Washington Trust Advisors, Inc.14,912$1.24M0.1%-2,54313F-HRTimeline
Curated Wealth Partners LLC14,880$1.24M0.15%013F-HRTimeline
TRUST CO OF VERMONT14,865$1.24M0.06%+1,00013F-HRTimeline
Trilogy Capital Inc.14,729$1.23M0.06%-2,45013F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC14,651$1.22M0.16%+3513F-HRTimeline
American State Bank (Iowa)14,527$1.21M0.67%-12713F-HRTimeline
TL Private Wealth14,615$1.21M0.5%-7713F-HRTimeline
Goldstein Advisors, LLC14,448$1.21M0.16%-43613F-HRTimeline
Brooklyn Investment Group14,408$1.2M0.16%+11,85413F-HR/ATimeline
Fortress Wealth Management, Inc.14,349$1.2M0.58%+6613F-HRTimeline
C M BIDWELL & ASSOCIATES LTD14,297$1.19M0.62%-1313F-HRTimeline
Bear Mountain Capital, Inc.14,439$1.19M0.43%013F-HRTimeline
Stone Summit Wealth LLC14,258$1.19M0.37%-9813F-HRTimeline
Victrix Investment Advisors14,238$1.19M0.53%013F-HRTimeline
Alteri Wealth LLC14,188$1.18M0.46%+1,91413F-HRTimeline
Clark Asset Management, LLC14,022$1.17M0.16%+8,32313F-HRTimeline
STEVENS CAPITAL PARTNERS14,033$1.17M0.42%+9413F-HRTimeline
HILL ISLAND FINANCIAL LLC14,003$1.17M0.33%013F-HRTimeline
Destination Wealth Management13,967$1.17M0.03%+1,13913F-HRTimeline
GAMCO INVESTORS, INC. ET ALin group GAMCO Investors (Gabelli)13,897$1.16M0.01%new13F-HRTimelineGroup
Noble Family Wealth, LLC13,754$1.15M0.28%013F-HRTimeline
WATERSHED PRIVATE WEALTH LLC13,703$1.14M0.42%-36213F-HRTimeline
GRAYBILL WEALTH MANAGEMENT, LTD.13,682$1.14M0.37%-19113F-HRTimeline
Ally Invest Advisors Inc.13,648$1.14M0.09%+6,92013F-HRTimeline
McNamara Financial Services, Inc.13,648$1.14M0.23%-7213F-HRTimeline
Winthrop Advisory Group LLC13,625$1.14M0.11%+9,72913F-HRTimeline
Realta Investment Advisors13,533$1.13M0.45%-2,11713F-HRTimeline
Columbia Asset Management13,515$1.13M0.22%+3713F-HRTimeline
New Century Financial Group, LLC13,489$1.13M1.32%+9,70113F-HRTimeline
Koss-Olinger Consulting, LLC13,489$1.13M0.09%+4,77213F-HRTimeline
WOLFF WIESE MAGANA LLC13,475$1.12M0.7%+1,48213F-HRTimeline
Darden Wealth Group Inc13,426$1.12M0.68%new13F-HRTimeline
PINNEY & SCOFIELD, INC.13,426$1.12M0.76%+82613F-HRTimeline
CONTINENTAL INVESTORS SERVICES, INC.12,695$1.12M2.01%+1,37513F-HRTimeline