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Disclosery

IEFA ISHARES TR

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SHS (fund)

2,435 managers (2,464 13F filers) reported a position in IEFA shares at 2026-06-30, 1,680,709,368 shares in all. 131 filers opened a position and 85 filers sold out during the quarter.

Managers
2,435
13F filers
2,464
New
131
Added
1,231
Reduced
766
Sold out
85
Shares held by filers
1,680,709,368

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Seven Post Investment Office LP18,548$1.79M0.51%-1,95913F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT18,478$1.78M0.1%+1,03113F-HRTimelineGroup
Oak Barrel Wealth Advisory LLC18,435$1.78M0.79%13F-HRTimeline
BOKF, NAin group BOKF, NA18,418$1.78M0.02%+9,17913F-HRTimelineGroup
PUREfi Wealth, LLC18,397$1.78M0.98%+3,41713F-HRTimeline
Strategic Equity Management18,382$1.78M0.6%-29,01713F-HRTimeline
SIMA Wealth Partners, LLC18,320$1.77M1.25%-13813F-HRTimeline
PINNACLE ASSOCIATES LTD18,319$1.77M0.02%+2613F-HRTimeline
Cornerstone Wealth Management, LLC18,288$1.77M0.08%+11913F-HRTimeline
ETF Portfolio Partners, Inc.18,261$1.76M0.42%-71513F-HRTimeline
Roger Wittlin Investment Advisory, LLC18,193$1.76M1.38%-1,18713F-HRTimeline
Coquina Private Wealth LLC18,190$1.76M1.19%-18413F-HRTimeline
TFC Financial Management, Inc.18,092$1.75M0.19%-18913F-HRTimeline
Astoria Portfolio Advisors LLC.18,026$1.74M0.29%new13F-HRTimeline
Columbia Asset Management18,026$1.74M0.3%+3213F-HRTimeline
Hoxton Planning & Management, LLC17,932$1.73M0.45%-29013F-HRTimeline
Cherry Tree Wealth Management, LLC17,914$1.73M0.33%-41313F-HRTimeline
TOWER TRUST & INVESTMENT Co17,890$1.73M1.05%-48013F-HRTimeline
DEFINED WEALTH MANAGEMENT, LLC17,770$1.72M0.88%-97,81313F-HRTimeline
HUB Investment Partners, LLC17,700$1.71M0.03%-64713F-HRTimeline
HICKS CAPITAL MANAGEMENT LLC17,608$1.7M1.39%+26513F-HRTimeline
Aureus Asset Management, LLC17,603$1.7M0.1%-1,11813F-HRTimeline
Coign Capital Advisors LLC17,601$1.7M0.77%+77413F-HRTimeline
BAYBAN17,584$1.7M1.3%013F-HRTimeline
BOYUM WEALTH ARCHITECTS LLC17,661$1.7M0.68%013F-HRTimeline
Capital Investment Advisory Services, L…17,406$1.68M0.1%+8,41013F-HRTimeline
Lincoln Capital LLC17,393$1.68M0.3%-11713F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…17,370$1.68M0.14%+4,28213F-HRTimelineGroup
Kooman & Associates17,366$1.68M0.45%-16913F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC17,333$1.67M0.04%+1,74213F-HRTimeline
Ballast Rock Private Wealth LLC17,327$1.67M0.77%+15013F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …17,296$1.67M0.08%-5,69213F-HRTimeline
ALTFEST L J & CO INC17,223$1.66M0.16%+1,34413F-HRTimeline
NCM Capital Management, LLC17,213$1.66M0.51%+2113F-HRTimeline
WEDBUSH SECURITIES INC17,178$1.66M0.04%-6,65113F-HRTimeline
MEYER HANDELMAN CO17,101$1.65M0.05%+1,84013F-HRTimeline
Johnson Financial Group, LLC17,094$1.65M0.09%-23313F-HRTimeline
WELLINGTON-ALTUS USA INC.18,166$1.64M1.17%-75013F-HRTimeline
Paragon Capital Management Ltd17,015$1.64M0.31%-5213F-HRTimeline
Dana Investment Advisors, Inc.16,901$1.63M0.04%-1,71813F-HRTimeline
Northwest Bancshares, Inc.16,895$1.63M0.29%-3,20513F-HRTimeline
Navigation Group, LLC16,893$1.63M0.32%+1,30513F-HRTimeline
Keystone Financial Group, Inc.16,856$1.63M0.85%+28013F-HRTimeline
Retirement Wealth Solutions LLC16,836$1.63M0.9%+55113F-HRTimeline
Beckerman Institutional, LLC16,796$1.62M0.77%-47413F-HRTimeline
BAM Wealth Management, LLC16,795$1.62M1.01%+4,47013F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC16,700$1.61M<0.01%new13F-HRTimeline
FORTE ASSET MANAGEMENT LLC16,677$1.61M0.66%013F-HRTimeline
Denver PWM, LLC15,693$1.59M0.52%-32713F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC16,432$1.59M0.08%+94013F-HRTimeline
Black Cypress Capital Management, LLC16,408$1.58M1.06%-35313F-HRTimeline
SHELTON WEALTH MANAGEMENT, LLC16,375$1.58M0.63%+37413F-HRTimeline
Pallas Capital Advisors LLC16,316$1.58M0.05%+79213F-HRTimeline
Peak Planning Group, LLC16,131$1.56M0.35%-17313F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…16,104$1.56M0.13%13F-HRTimelineGroup
LongView Wealth Management16,099$1.55M0.4%-1,60613F-HRTimeline
Apeiron RIA LLC16,063$1.55M0.4%-14,59313F-HRTimeline
Old Mission Investment Co LLC16,060$1.55M0.32%+78713F-HRTimeline
Total Clarity Wealth Management, Inc.16,051$1.55M0.3%+39913F-HRTimeline
Beacon Capital Management, LLC16,000$1.55M0.23%+4,14713F-HRTimeline
VAQUERO PRIVATE WEALTH, LTD16,000$1.55M0.32%13F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC15,992$1.54M0.01%+87213F-HRTimelineGroup
Capital Advisors Wealth Management, LLC15,983$1.54M0.18%+1,17813F-HRTimeline
Clark Capital Management Group, Inc.15,968$1.54M0.01%+4,45113F-HRTimeline
SeaBridge Investment Advisors LLC15,923$1.54M0.22%+14113F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC15,918$1.54M0.09%+67413F-HRTimeline
Focus Financial Network, Inc.15,899$1.54M0.05%-23613F-HRTimeline
MW ADVISORY, LLC15,793$1.53M0.61%13F-HRTimeline
Fortune Financial Group, Inc.15,787$1.52M1.19%+9,96913F-HRTimeline
Wealth Management Partners, LLC15,719$1.52M0.36%+12513F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC15,696$1.52M0.19%+25013F-HRTimeline
ARWA LLC15,664$1.52M0.63%+50113F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.15,677$1.51M0.06%+1,84813F-HRTimelineGroup
SAXON INTERESTS, INC.15,664$1.51M0.42%-1113F-HRTimeline
GARRISON POINT ADVISORS, LLC15,648$1.51M0.61%+7,25513F-HRTimeline
Aries Wealth Management15,639$1.51M0.3%013F-HRTimeline
IMA Advisory Services, Inc.15,596$1.51M0.09%+15,52513F-HRTimeline
FOCUSED ALPHA, LLC15,586$1.51M0.39%-14013F-HRTimeline
Elm Partners Management LLC15,497$1.5M0.04%+2,64913F-HR/ATimeline
Garde Capital, Inc.15,494$1.5M0.07%013F-HRTimeline
Aspen Wealth Management LLC15,443$1.49M0.25%+17013F-HRTimeline
Parisi Gray Wealth Management15,395$1.49M0.31%+12413F-HRTimeline
Buck Wealth Strategies, LLC15,353$1.48M0.16%new13F-HRTimeline
Rossby Financial, LCC15,258$1.47M0.27%-413F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…15,160$1.46M0.6%+14,06713F-HRTimelineGroup
Keel Point, LLC15,159$1.46M0.09%+84013F-HRTimeline
Sandhill Capital Partners LLC15,157$1.46M0.12%+1413F-HRTimeline
Gryphon Financial Partners LLC15,155$1.46M0.13%+69413F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp15,155$1.46M0.07%-4613F-HRTimelineGroup
O'Keefe Stevens Advisory, Inc.15,151$1.46M0.3%013F-HRTimeline
Sepio Capital, LP15,092$1.46M0.07%013F-HRTimeline
ROMANO BROTHERS AND COMPANY15,071$1.46M0.15%+48213F-HRTimeline
Westmount Partners, LLC15,063$1.45M0.32%+2613F-HRTimeline
Forza Wealth Management, LLC15,041$1.45M0.45%-5613F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…15,017$1.45M0.02%+2,57613F-HRTimelineGroup
Kendall Capital Management14,994$1.45M0.24%-1,22313F-HRTimeline
Trilogy Capital Inc.14,993$1.45M0.06%+1,14313F-HRTimeline
Bestgate Wealth Advisors, LLC14,965$1.45M2.3%-1,71713F-HRTimeline
W ADVISORS, LLC14,948$1.44M0.66%013F-HRTimeline
SUMMIT WEALTH & RETIREMENT PLANNING, IN…14,942$1.44M0.31%-31113F-HRTimeline
WEST BANCORPORATION INC14,920$1.44M0.62%-1,14513F-HRTimeline
Curated Wealth Partners LLC14,880$1.44M0.17%013F-HR/ATimeline
MLG Wealth Management DBA Pine Grove Fi…14,859$1.44M0.14%+2,05713F-HRTimeline
Klaas Financial Asset Advisors, LLC14,858$1.43M0.18%-13213F-HRTimeline
American State Bank (Iowa)14,705$1.42M0.58%+9513F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC14,720$1.41M0.16%+3213F-HRTimeline
Goldstein Advisors, LLC14,601$1.41M0.13%+35313F-HRTimeline
PCG ASSET MANAGEMENT, LLC14,562$1.41M1.01%+30713F-HRTimeline
JNBA Financial Advisors14,557$1.41M0.11%013F-HRTimeline
REAP Financial Group, LLC14,516$1.4M0.24%-68913F-HRTimeline
C M BIDWELL & ASSOCIATES LTD14,343$1.39M0.57%+3513F-HRTimeline
Bear Mountain Capital, Inc.14,201$1.38M0.4%+1513F-HRTimeline
Range Advisory, LLC14,225$1.37M0.16%+5,04613F-HRTimeline
Sankala Group LLC13,648$1.36M0.91%+12513F-HRTimeline
Clarendon Private LLC14,115$1.36M0.88%+1,02513F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC14,100$1.36M0.01%-10,50013F-HRTimelineGroup
MARKET STREET WEALTH MANAGEMENT ADVISOR…14,095$1.36M0.19%-27613F-HRTimeline
PLANNING ALTERNATIVES LTD /ADV14,039$1.36M0.15%-17813F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…14,015$1.35M0.01%+37913F-HRTimeline
NOESIS CAPITAL MANGEMENT CORP14,002$1.35M0.16%-55413F-HRTimeline
TL Private Wealth13,926$1.35M0.5%+12313F-HRTimeline
BlueSky Wealth Advisors, LLC13,960$1.35M0.16%-37013F-HRTimeline
Great Point Wealth Advisors, LLC13,937$1.35M0.22%-44313F-HRTimeline
Compass Ion Advisors, LLC13,915$1.34M0.12%-14213F-HRTimeline
CoreCap Advisors, LLC13,901$1.34M0.04%+90813F-HRTimeline
Cambria Investment Management, L.P.13,891$1.34M0.07%+6213F-HRTimeline
WATERSHED PRIVATE WEALTH LLC13,794$1.33M0.38%+32913F-HRTimeline
McNamara Financial Services, Inc.13,771$1.33M0.23%+3513F-HRTimeline
Noble Family Wealth, LLC13,754$1.33M0.24%013F-HRTimeline
Keebeck Wealth Management13,747$1.33M0.13%-1,31713F-HRTimeline
Amplius Wealth Advisors, LLC13,734$1.33M0.1%-10813F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT13,670$1.32M0.35%+1,14513F-HRTimeline
HILL ISLAND FINANCIAL LLC13,665$1.32M0.28%-313F-HRTimeline
Root Financial Partners, LLC13,638$1.32M0.05%+1,61913F-HRTimeline
Vertex Planning Partners, LLC13,618$1.32M0.2%+2,02813F-HRTimeline
MEMBERS CAPITAL ADVISORS INC13,583$1.31M1.13%13F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC13,520$1.31M0.9%-11013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC13,497$1.3M0.06%+1,45513F-HRTimelineGroup
Moors & Cabot, Inc.13,458$1.3M0.05%+59713F-HRTimeline
STEVENS CAPITAL PARTNERS13,458$1.3M0.25%-39513F-HRTimeline
IBEX WEALTH ADVISORS13,381$1.29M0.1%+9513F-HRTimeline
LWM ADVISORS INC13,362$1.29M0.96%+3,70713F-HRTimeline
GAMCO INVESTORS, INC. ET ALin group GAMCO Investors (Gabelli)13,350$1.29M0.01%-112,76313F-HRTimelineGroup
MFA Wealth Services13,303$1.28M0.77%+8613F-HRTimeline
DAVIS R M INC13,284$1.28M0.02%+1,21913F-HRTimeline
Legacy Capital Wealth Partners, LLC20,663$1.28M0.25%+22913F-HRTimeline
UNITED BANK13,173$1.27M0.15%+4,50013F-HRTimeline
GC Wealth Management RIA, LLC13,160$1.27M0.07%+1,31513F-HRTimeline
Tulsa Wealth Advisors, INC13,115$1.27M0.18%+21913F-HRTimeline
Hixon Zuercher, LLC13,100$1.27M0.37%013F-HRTimeline
NorthStar Asset Management LLC /NJ/13,069$1.26M0.51%+17913F-HRTimeline
FIRST AMERICAN TRUST, FSB13,011$1.26M0.08%+2,18913F-HRTimeline
GW&K Investment Management, LLC12,993$1.25M0.01%013F-HRTimeline
Ellenbecker Investment Group12,960$1.25M0.15%+67213F-HRTimeline
ORLEANS CAPITAL MANAGEMENT CORP/LA12,956$1.25M0.65%013F-HRTimeline
Founders Financial Alliance, LLC12,948$1.25M0.17%+12613F-HRTimeline
Breakwater Capital Group12,945$1.25M0.15%-1813F-HRTimeline
Barnes Dennig Private Wealth Management…12,899$1.25M1%+88313F-HRTimeline
Rubicon Advisors, GP12,882$1.24M0.91%+10,34113F-HRTimeline
Bedminster, LLC12,861$1.24M1.06%-15513F-HRTimeline
WealthShield Partners, LLC12,834$1.24M0.19%+1,76813F-HRTimeline
PINNEY & SCOFIELD, INC.12,827$1.24M0.61%-27613F-HRTimeline
Finley Financial, LLC12,825$1.24M0.5%013F-HRTimeline
Tranquility Partners, LLC12,824$1.24M0.43%+14513F-HRTimeline
DAVIDSON TRUST CO12,790$1.24M0.48%+55913F-HRTimeline
Marin Bay Wealth Advisors, LLC12,704$1.23M0.66%+9313F-HR/ATimeline
XTX Topco Ltdin group XTX Topco Ltd12,645$1.22M0.02%new13F-HRTimelineGroup
KWB Wealth12,643$1.22M0.1%+97213F-HRTimeline
GDS Wealth Management12,569$1.21M0.06%+71813F-HRTimeline
Burkett Asset Management Ltd12,532$1.21M1.13%+1,08913F-HRTimeline
Maia Wealth LLC12,494$1.21M0.18%-1,26613F-HRTimeline
JRM Investment Counsel, LLC12,481$1.21M0.29%+2013F-HRTimeline
Sharp Wealth Advisory, LLC12,444$1.2M0.56%+1,07113F-HRTimeline
Beacon Financial Advisory LLC12,378$1.2M0.24%+78013F-HRTimeline
Newman Dignan & Sheerar, Inc.12,299$1.19M0.23%013F-HRTimeline
XY Planning Network, Inc.12,265$1.18M0.15%+2,05113F-HRTimeline
Vann Equity Management LLC12,257$1.18M0.72%+95413F-HRTimeline
Clark Asset Management, LLC12,240$1.18M0.09%+81013F-HRTimeline
CATALYST PRIVATE WEALTH, LLC12,211$1.18M0.57%013F-HRTimeline
GFI Investment Counsel Ltd.12,181$1.18M0.16%new13F-HRTimeline
GRAYBILL WEALTH MANAGEMENT, LTD.12,176$1.18M0.32%-8613F-HRTimeline
Evensky & Katz LLC12,152$1.17M0.06%+12513F-HRTimeline
Petros Family Wealth, LLC12,153$1.17M0.72%-1,23013F-HRTimeline
Realta Investment Advisors12,092$1.17M0.36%-1,14213F-HRTimeline
K2 Financial Inc.11,872$1.17M0.82%-27913F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC12,025$1.16M0.04%+25413F-HRTimeline
KCM INVESTMENT ADVISORS LLC11,951$1.15M0.03%new13F-HRTimeline
CM WEALTH ADVISORS LLC11,921$1.15M0.21%+17213F-HRTimeline
CENTAURUS FINANCIAL, INC.11,922$1.15M0.04%+51713F-HRTimeline
TRUEFG, LLC11,798$1.14M0.27%+11813F-HRTimeline
Walsh & Associates, LLC11,796$1.14M0.93%+35213F-HRTimeline
Edgestream Partners, L.P.11,774$1.14M0.03%+5,69713F-HRTimeline
PRESILIUM PRIVATE WEALTH, LLC11,771$1.14M0.17%+28213F-HRTimeline
Investmark Advisory Group LLC11,729$1.13M0.43%+33413F-HRTimeline
Alvarez & Marsal Private Wealth Partner…11,676$1.13M0.15%+6,87513F-HRTimeline
WETZEL INVESTMENT ADVISORS, INC.11,659$1.13M0.39%-1,83513F-HRTimeline
DBK Financial Counsel, LLC11,631$1.12M0.94%-64813F-HRTimeline
Frank, Rimerman Advisors LLC11,631$1.12M0.06%+2,74713F-HRTimeline
Freedom Investment Management, Inc.11,589$1.12M0.31%-41813F-HRTimeline
Value Investment Professionals, LLC11,579$1.12M0.94%new13F-HRTimeline