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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
Morton Capital Management LLC/CA31,306$2.83M0.42%+4,74413F-HRTimeline
Heritage Family Offices, LLP31,301$2.83M1.26%-3,08913F-HRTimeline
Nilsine Partners, LLC29,880$2.83M0.22%-4913F-HRTimeline
PURSUIT WEALTH STRATEGIES, LLC31,211$2.83M3.93%-43213F-HRTimeline
Corsicana & Co.36,825$2.79M1.76%+22013F-HRTimeline
Portfolio Resources Advisor Group, Inc.30,668$2.78M2.76%+5,48413F-HRTimeline
Apeiron RIA LLC30,656$2.78M0.64%+13313F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …30,566$2.77M0.43%-1,11713F-HRTimeline
Infinity Wealth Counsel, LLC30,545$2.77M2.54%-2013F-HRTimeline
Grant Street Asset Management, Inc.30,494$2.76M0.53%-99513F-HRTimeline
PFG Advisors30,388$2.75M0.13%-7,10413F-HRTimeline
Richmond Investment Services, LLC30,216$2.74M0.44%+8,45313F-HRTimeline
Cyndeo Wealth Partners, LLC30,168$2.73M0.14%+1,45013F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC30,007$2.72M0.04%new13F-HRTimeline
3Chopt Investment Partners, LLC29,742$2.69M0.62%-15013F-HRTimeline
IFS Group,LLC29,649$2.68M2.39%13F-HRTimeline
Clearview Wealth Management LLC29,535$2.67M1.89%13F-HRTimeline
Wharton Business Group, LLC29,518$2.67M0.1%-1,13013F-HRTimeline
HBK Sorce Advisory LLC27,429$2.67M0.05%+1,94813F-HRTimeline
Jacobi Capital Management LLC29,408$2.66M0.15%+14313F-HRTimeline
EVOKE WEALTH, LLC29,353$2.66M0.05%+15113F-HRTimeline
Arete Wealth Advisors, LLC29,245$2.65M0.2%-2,96013F-HR/ATimeline
Foundations Investment Advisors, LLC29,205$2.64M0.03%+3,64313F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC29,204$2.64M0.16%+1,25213F-HRTimeline
INTEGRITY ALLIANCE, LLC.29,140$2.64M0.1%+1,15313F-HRTimeline
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, …29,085$2.63M0.8%-9113F-HRTimeline
Richard P Slaughter Associates Inc29,068$2.63M0.57%-1,38313F-HRTimeline
STEEL GROVE CAPITAL ADVISORS, LLC29,015$2.63M0.28%-1,03613F-HRTimeline
Allworth Financial LP28,826$2.61M0.01%-50913F-HRTimeline
VERUS CAPITAL PARTNERS, LLC28,628$2.59M0.18%+2,14813F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC28,573$2.59M0.66%-26813F-HRTimeline
Balefire, LLC28,486$2.58M0.49%+17713F-HRTimeline
MAYPORT, LLC28,455$2.58M0.48%+4,88913F-HRTimeline
Brand Asset Management Group, Inc.28,369$2.57M0.67%+25,23713F-HRTimeline
Endowment Wealth Management, Inc.28,322$2.56M1.13%-7,14113F-HRTimeline
Keystone Global Partners, LLC28,145$2.55M1.13%-4,95713F-HRTimeline
Godshalk Welsh Capital Management, Inc.27,990$2.53M1.47%+22513F-HRTimeline
Strategic Blueprint, LLC27,919$2.53M0.15%-1,55213F-HRTimeline
Investment Advisory Group, LLC27,877$2.52M0.64%+22813F-HRTimeline
St. Louis Trust Co27,815$2.52M0.29%013F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…27,790$2.52M0.31%+40013F-HRTimeline
Verdence Capital Advisors LLC27,778$2.51M0.15%-2,04913F-HRTimeline
Slagle Financial, LLC27,748$2.51M0.83%+14713F-HRTimeline
AA Financial Advisors, LLC27,714$2.51M0.35%-5,50913F-HRTimeline
Steelhead Wealth Management LLC27,664$2.5M1.27%13F-HRTimeline
MASECO LLP27,608$2.5M0.08%-3,45113F-HRTimeline
Morton Brown Family Wealth, LLC27,408$2.48M0.66%-3513F-HRTimeline
Proficio Capital Partners LLC27,289$2.47M0.13%013F-HRTimeline
CrossGen Wealth, LLC27,199$2.46M2.16%+9,87413F-HRTimeline
BURLING WEALTH PARTNERS, LLC27,197$2.46M0.4%+20513F-HRTimeline
Firestone Capital Management27,056$2.45M0.51%-1,33513F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC26,822$2.43M0.12%+4,60213F-HRTimeline
HighPoint Advisor Group LLC26,725$2.42M0.1%-1,18613F-HRTimeline
GWN SECURITIES INC.26,691$2.42M0.46%-1,00813F-HRTimeline
Envision Financial LLC26,665$2.41M1.3%-2,10613F-HRTimeline
SAX WEALTH ADVISORS, LLC26,787$2.4M0.12%-12013F-HRTimeline
RAINIER FAMILY WEALTH INC26,310$2.38M1.6%+3,42113F-HRTimeline
Dynamic Financial Group26,253$2.38M1.94%+4,22013F-HRTimeline
Keystone Financial Group26,027$2.37M0.16%+38113F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…26,184$2.37M0.15%013F-HRTimeline
CWS Financial Advisors, LLC26,095$2.36M0.61%-10,47713F-HRTimeline
EVOLVE PRIVATE WEALTH, LLC26,038$2.36M0.13%+18,84813F-HRTimeline
United Advisor Group, LLC25,966$2.35M0.29%+3,82713F-HRTimeline
Quent Capital, LLC25,897$2.34M0.17%-11913F-HRTimeline
SECURED RETIREMENT ADVISORS, LLC25,819$2.34M1.32%-71213F-HRTimeline
Aegis Wealth Management LLC25,735$2.33M1.33%013F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp25,681$2.32M0.01%013F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC25,609$2.32M0.05%+46113F-HRTimelineGroup
Paladin Advisory Group, LLC25,571$2.31M1.76%-2,08713F-HRTimeline
OFS Enterprise LLC25,536$2.31M0.68%13F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC25,483$2.31M0.52%-2,60313F-HRTimeline
TSFG, LLC25,455$2.3M0.35%+14213F-HRTimeline
Charter Oak Capital Management, LLC25,449$2.3M0.18%+3,48913F-HRTimeline
Colter Lewis Investment Partners LLC25,387$2.3M2.16%+72013F-HRTimeline
Wiser Wealth Management, Inc25,380$2.3M0.5%+2,54313F-HRTimeline
Krilogy Financial LLC23,770$2.29M0.07%+3,49313F-HRTimeline
CITY NATIONAL BANK OF FLORIDA /MSD25,130$2.28M1.36%+62313F-HRTimeline
SENTINEL TRUST CO LBA25,022$2.27M0.22%-8613F-HRTimeline
NorthCoast Asset Management LLC24,987$2.26M0.05%+12,94513F-HRTimeline
BRADY FAMILY WEALTH, LLC24,967$2.26M0.7%+7,62413F-HRTimeline
INKWELL CAPITAL LLC24,811$2.25M2.29%-9913F-HRTimeline
Heritage Trust Co24,785$2.24M0.23%+11013F-HRTimeline
Synergy Investment Management, LLC24,669$2.23M0.73%+16013F-HRTimeline
Lee Financial Co24,658$2.23M0.31%013F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC24,628$2.23M1.21%+34213F-HR/ATimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC24,600$2.23M0.01%-12,20013F-HRTimelineGroup
ENDEAVOR PRIVATE WEALTH, INC.24,570$2.22M0.64%-2,35013F-HRTimeline
Sanchez Gaunt Capital Management, LLC24,291$2.2M1.37%13F-HRTimeline
WARNER FINANCIAL, INC24,264$2.2M0.75%+37913F-HRTimeline
Winthrop Advisory Group LLC24,266$2.2M0.18%+2,06613F-HRTimeline
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC24,111$2.18M0.29%+33013F-HRTimeline
Welch & Forbes LLC24,092$2.18M0.03%+9,79513F-HRTimeline
SALEM INVESTMENT COUNSELORS INC24,064$2.18M0.06%+10,08513F-HR/ATimeline
Strategic Wealth Partners, Ltd.24,011$2.17M0.15%+2,72413F-HRTimeline
Cascade Financial Partners, LLC23,998$2.17M0.22%-3213F-HRTimeline
OneAscent Financial Services LLCgroup of 2 filers holding23,893$2.16M+765Timeline
WEDBUSH SECURITIES INC23,829$2.16M0.06%-89613F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group23,671$2.14M0.24%+2,81913F-HRTimelineGroup
JDM Financial Group LLC23,667$2.14M0.83%+1,54813F-HRTimeline
Stonebrook Private Inc.23,643$2.14M0.46%+60913F-HRTimeline
Gilbert & Cook, Inc.23,632$2.14M0.28%-67113F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…23,611$2.14M0.04%+2,74713F-HRTimelineGroup
Perennial Investment Advisors, LLC23,569$2.13M0.17%+2,79913F-HRTimeline
Lexington Hill Partners, LLC23,557$2.13M1.21%013F-HRTimeline
Williams & Novak Wealth Management, LLC23,112$2.12M1.59%-25113F-HRTimeline
Simplicity Wealth,LLC23,418$2.12M0.12%+2,78613F-HRTimeline
MATAURO, LLC23,368$2.12M0.31%+44813F-HRTimeline
Y-Intercept (Hong Kong) Ltd23,252$2.11M0.04%+16,83313F-HRTimeline
PW Nova Financial Services LLC23,205$2.1M0.53%+2,86513F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC23,191$2.1M0.03%+5,63313F-HRTimelineGroup
Level Wealth Management LLC23,148$2.1M0.98%+42313F-HRTimeline
Trevian Wealth Management LLC23,124$2.09M1.03%+1,33213F-HRTimeline
LCW Services, LLC23,082$2.09M1.04%+5,48313F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …22,988$2.08M0.12%-7,14113F-HRTimeline
Disciplined Investments, LLC22,867$2.07M0.74%+20713F-HRTimeline
Manchester Capital Management LLC22,731$2.06M0.3%013F-HRTimeline
Hassell Wealth Management, LLC22,717$2.06M0.69%+4413F-HRTimeline
Veracity Capital LLC22,524$2.04M0.73%-4,82713F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC22,519$2.04M0.31%-1513F-HRTimeline
Advisors Capital Management, LLC22,502$2.04M0.02%-35713F-HRTimeline
Black Diamond Financial, LLC22,441$2.03M0.22%+1,93413F-HRTimeline
1015 Capital Partners, LLC22,406$2.03M1.97%+85013F-HRTimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV22,353$2.02M0.53%-8213F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC22,345$2.02M0.05%+94813F-HR/ATimeline
Kovack Advisors, Inc.22,077$2.02M0.11%+86213F-HRTimeline
Everhart Financial Group, Inc.22,297$2.02M0.17%-10213F-HRTimeline
STAR Financial Bank22,215$2.01M0.95%+4,78413F-HRTimeline
WAYSTONE ADVISORS LLC22,185$2.01M1.79%-1,17513F-HRTimeline
Well Done, LLC22,154$2.01M0.29%+5,66513F-HRTimeline
Arrowroot Family Office, LLC22,114$2M0.66%-5113F-HR/ATimeline
CORNERSTONE PARTNERS CAPITAL MANAGEMENT…21,964$1.99M4.94%-3,55513F-HRTimeline
WOLFF WIESE MAGANA LLC21,868$1.98M1.09%+3,00013F-HRTimeline
Ausdal Financial Partners, Inc.21,813$1.97M0.09%+1,05713F-HRTimeline
Harpswell Capital Advisors, LLC21,786$1.97M1.47%new13F-HRTimeline
Rockwood Wealth Management, LLC21,564$1.95M0.14%+1,48113F-HRTimeline
Indivisible Partners21,533$1.95M0.17%+1,18313F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP21,496$1.95M0.27%-1,64313F-HRTimeline
Pictet North America Advisors SA21,426$1.94M0.19%new13F-HRTimeline
Evercore Wealth Management, LLC21,296$1.93M0.03%+1,68513F-HRTimeline
Wind River Trust Co21,203$1.92M0.72%013F-HRTimeline
REBALANCE, LLC21,132$1.91M0.11%+24013F-HRTimeline
Lee, Kelleher & Klein Wealth Management20,994$1.9M1.13%+2,63513F-HRTimeline
Trueblood Wealth Management, LLC20,960$1.9M0.74%+1,78613F-HRTimeline
First Bank & Trust20,865$1.89M0.3%-15713F-HRTimeline
Intrepid Financial Planning Group LLC20,842$1.89M0.76%+3,53013F-HRTimeline
Tenzing Financial LLC19,671$1.89M1.42%-9013F-HRTimeline
MMA ASSET MANAGEMENT LLC20,704$1.87M0.66%-3,62013F-HRTimeline
Courage Miller Partners, LLC20,667$1.87M0.53%+12513F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC20,624$1.87M0.37%+51013F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.20,621$1.87M0.12%-1,31013F-HRTimelineGroup
MA Private Wealth20,575$1.86M0.31%+1,52713F-HRTimeline
Seven Post Investment Office LP20,507$1.86M0.6%013F-HRTimeline
Csenge Advisory Group20,500$1.86M0.08%+1,39713F-HRTimeline
First County Bank /CT/20,437$1.85M0.99%+26013F-HRTimeline
Fortis Advisors, LLC20,408$1.85M0.93%+4,17513F-HRTimeline
JMG Financial Group, Ltd.20,303$1.84M0.05%+20913F-HRTimeline
Fourth Dimension Wealth, LLC20,258$1.83M0.7%-81113F-HRTimeline
Stone Summit Wealth LLC20,204$1.83M0.51%+6,91013F-HRTimeline
WELLINGTON-ALTUS USA INC.18,916$1.83M1.08%+3,87013F-HRTimeline
BIP Wealth, LLC20,168$1.83M0.07%-1,45913F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.20,128$1.82M0.04%+1,30313F-HRTimelineGroup
Northwest Bancshares, Inc.20,100$1.82M0.36%-59213F-HRTimeline
Pitcairn Wealth Advisors LLCin group PITCAIRN CO20,284$1.81M0.17%013F-HRTimelineGroup
Embree Financial Group20,002$1.81M0.21%-1013F-HRTimeline
Milestone Asset Management Group, LLC19,960$1.81M1.06%-60013F-HRTimeline
Main Street Financial Solutions, LLC19,880$1.8M0.13%-32713F-HRTimeline
Layline Advisors, LLC19,793$1.79M2%13F-HRTimeline
Icon Wealth Advisors, LLC19,174$1.79M0.12%-7013F-HRTimeline
LVZ, Inc.19,773$1.79M0.2%+5,05213F-HRTimeline
Highland Financial Advisors, LLC19,696$1.78M0.47%-40713F-HRTimeline
Capital Investment Management, Inc.19,672$1.78M0.61%+4,43513F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…19,588$1.77M0.73%-4,04713F-HRTimeline
Blueprint Investment Partners LLCin group Blueprint Investment Partners…19,578$1.77M0.18%-85813F-HRTimelineGroup
Bison Wealth, LLC18,232$1.77M0.17%+1,66813F-HRTimeline
CAHILL FINANCIAL ADVISORS INC19,553$1.77M0.19%+7013F-HRTimeline
Empirical Asset Management, LLC19,541$1.77M0.47%-6713F-HRTimeline
Linscomb Wealth, Inc.19,522$1.77M0.08%+17,27113F-HRTimeline
Tufton Capital Management19,495$1.76M0.32%+64213F-HRTimeline
Stonebridge Financial Group, LLC19,398$1.76M0.14%-3,46013F-HRTimeline
Roger Wittlin Investment Advisory, LLC19,380$1.75M1.43%+2,04313F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT19,378$1.75M0.2%+2,38613F-HRTimeline
TRED AVON FAMILY WEALTH, LLC19,329$1.75M0.58%+1,95613F-HRTimeline
HM PAYSON & CO19,301$1.75M0.03%+3,89913F-HRTimeline
PHILADELPHIA TRUST CO19,249$1.74M0.12%013F-HRTimeline
IMC-Chicago, LLC19,173$1.74M0.03%new13F-HRTimeline
WEALTHGARDEN F.S. LLC19,044$1.72M1.18%+1,61413F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.18,983$1.72M0.19%-39613F-HRTimeline
ETF Portfolio Partners, Inc.18,976$1.72M0.45%-3,40713F-HRTimeline
Sovereign Financial Group, Inc.18,944$1.71M0.3%+1,53313F-HRTimeline
LongView Wealth Management17,705$1.71M0.43%+42913F-HRTimeline
Xcelsior Advisor Partners LLC18,881$1.71M0.65%+3,40913F-HRTimeline
NTV Asset Management LLC18,856$1.71M0.19%+2,20013F-HRTimeline
VISTA CAPITAL PARTNERS, INC.18,816$1.7M0.17%-1,13113F-HRTimeline
Patriot Financial Group Insurance Agenc…18,778$1.7M0.1%+9,94613F-HRTimeline
Aureus Asset Management, LLC18,721$1.69M0.11%+15,41613F-HRTimeline
Investment Research & Advisory Group, I…18,690$1.69M0.59%+11513F-HRTimeline
Dana Investment Advisors, Inc.18,619$1.69M0.05%+1,55313F-HRTimeline
BOYUM WEALTH ARCHITECTS LLC17,661$1.68M0.7%-50813F-HRTimeline
U.S. Capital Wealth Advisors, LLC18,600$1.68M0.04%-1,65513F-HRTimeline
WealthCare Investment Partners, LLC18,585$1.68M0.46%+44913F-HRTimeline