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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
SIMA Wealth Partners, LLC18,458$1.67M1.27%013F-HRTimeline
Coquina Private Wealth LLC18,374$1.66M1.34%-1,34113F-HRTimeline
TOWER TRUST & INVESTMENT Co18,370$1.66M1.09%+83613F-HRTimeline
HUB Investment Partners, LLC18,347$1.66M0.04%+3,62413F-HRTimeline
Cherry Tree Wealth Management, LLC18,327$1.66M0.35%-1513F-HRTimeline
PINNACLE ASSOCIATES LTD18,293$1.66M0.02%-89913F-HRTimeline
TFC Financial Management, Inc.18,281$1.65M0.2%+1,70813F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…18,268$1.65M0.02%+1,31613F-HRTimelineGroup
Hoxton Planning & Management, LLC18,222$1.65M0.5%-24813F-HRTimeline
Innovative Wealth Building LLC18,210$1.65M1.16%+37313F-HRTimeline
Cornerstone Wealth Management, LLC18,169$1.64M0.08%-2213F-HRTimeline
New Republic Capital, LLC18,165$1.64M0.55%+79813F-HRTimeline
Commerce Advisors, LLC18,009$1.63M1.37%13F-HRTimeline
Columbia Asset Management17,994$1.63M0.31%+1,86213F-HRTimeline
Peterson Wealth Services17,985$1.63M0.4%+2,49413F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC17,831$1.61M0.04%-8013F-HRTimeline
CANANDAIGUA NATIONAL CORPin group CANANDAIGUA NATIONAL BANK & T…17,819$1.61M0.14%13F-HRTimelineGroup
GAMMA Investing LLC17,722$1.6M0.07%-8813F-HRTimeline
Aurdan Capital Management, LLC17,700$1.6M0.48%+26713F-HRTimeline
One Charles Private Wealth Services, LLC17,695$1.6M0.4%new13F-HRTimeline
BAYBAN17,584$1.59M1.38%+15613F-HRTimeline
Kooman & Associates17,535$1.59M0.47%-8513F-HRTimeline
Lincoln Capital LLC17,510$1.58M0.3%-72713F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT17,447$1.58M0.09%+2,22413F-HRTimelineGroup
Wingate Wealth Advisors, Inc.17,348$1.57M0.84%+6013F-HRTimeline
HICKS CAPITAL MANAGEMENT LLC17,343$1.57M1.57%+35713F-HRTimeline
Johnson Financial Group, LLC17,327$1.57M0.1%-98613F-HRTimeline
TICINO WEALTH14,574$1.57M0.54%-89513F-HRTimeline
Beckerman Institutional, LLC17,270$1.56M0.83%+64913F-HRTimeline
Denver PWM, LLC16,020$1.56M0.54%-13,16913F-HRTimeline
NCM Capital Management, LLC17,192$1.56M0.56%013F-HRTimeline
Ballast Rock Private Wealth LLC17,177$1.56M0.86%-2813F-HRTimeline
Paragon Capital Management Ltd17,067$1.55M0.32%013F-HRTimeline
RoundAngle Advisors LLC17,060$1.54M1.15%+10513F-HRTimeline
WealthPLAN Partners, LLC16,988$1.54M0.3%+12,18913F-HRTimeline
Coign Capital Advisors LLC16,827$1.52M0.8%+58913F-HRTimeline
Black Cypress Capital Management, LLC16,761$1.52M1.09%+1,44713F-HRTimeline
Bestgate Wealth Advisors, LLC16,682$1.51M2.72%-2,23613F-HRTimeline
FORTE ASSET MANAGEMENT LLC16,677$1.51M0.66%013F-HRTimeline
Keystone Financial Group, Inc.16,576$1.5M0.78%013F-HRTimeline
Activest Wealth Management16,405$1.49M0.26%+2013F-HRTimeline
Peak Planning Group, LLC16,304$1.48M0.41%+1,63113F-HRTimeline
Retirement Wealth Solutions LLC16,285$1.47M0.93%-10013F-HRTimeline
Reflection Asset Management15,653$1.47M0.9%-16613F-HRTimeline
Kendall Capital Management16,217$1.47M0.3%013F-HRTimeline
Focus Financial Network, Inc.16,135$1.46M0.05%-1,87213F-HRTimeline
WEST BANCORPORATION INC16,065$1.45M0.73%-1,07513F-HRTimeline
Coordinated Financial Services, Inc.16,036$1.45M0.84%-55913F-HRTimeline
SHELTON WEALTH MANAGEMENT, LLC16,001$1.45M0.64%-1,33313F-HRTimeline
ARWA LLC15,163$1.44M0.71%-22213F-HRTimeline
ALTFEST L J & CO INC15,879$1.44M0.15%-33013F-HRTimeline
SeaBridge Investment Advisors LLC15,782$1.43M0.24%013F-HRTimeline
FOCUSED ALPHA, LLC15,726$1.42M0.44%-2,78213F-HRTimeline
SAXON INTERESTS, INC.15,675$1.42M0.49%-33813F-HRTimeline
Total Clarity Wealth Management, Inc.15,652$1.42M0.33%+8,10713F-HRTimeline
Aries Wealth Management15,639$1.42M0.31%013F-HRTimeline
Wealth Management Partners, LLC15,594$1.41M0.4%+4,69413F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC15,591$1.41M0.04%-68913F-HRTimeline
Navigation Group, LLC15,588$1.41M0.33%13F-HRTimeline
Pallas Capital Advisors LLC15,524$1.41M0.05%-1,57613F-HRTimeline
Rossby Financial, LCC15,262$1.4M0.29%+9,30813F-HRTimeline
Garde Capital, Inc.15,494$1.4M0.08%+5,93513F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC15,492$1.4M0.08%-12313F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC15,446$1.4M0.22%-18,96413F-HRTimeline
Old Mission Investment Co LLC15,273$1.38M0.32%+83213F-HRTimeline
Aspen Wealth Management LLC15,273$1.38M0.28%+5,51613F-HRTimeline
Parisi Gray Wealth Management15,271$1.38M0.33%-23513F-HRTimeline
MEYER HANDELMAN CO15,261$1.38M0.04%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…15,025$1.38M0.1%+45013F-HRTimeline
SUMMIT WEALTH & RETIREMENT PLANNING, IN…15,253$1.38M0.33%-1,83313F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC15,244$1.38M0.09%+1213F-HRTimeline
Bear Mountain Capital, Inc.14,186$1.38M0.41%-1813F-HRTimeline
REAP Financial Group, LLC15,205$1.38M0.27%+2,64713F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp15,201$1.38M0.08%-2,57513F-HRTimelineGroup
Joel Isaacson & Co., LLC15,152$1.37M0.05%+1,28013F-HRTimeline
O'Keefe Stevens Advisory, Inc.15,151$1.37M0.34%new13F-HRTimeline
Sandhill Capital Partners LLC15,143$1.37M0.12%+1,83013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC15,120$1.37M0.01%-9,09913F-HRTimelineGroup
Victrix Investment Advisors15,098$1.37M0.5%+86013F-HRTimeline
Forza Wealth Management, LLC15,097$1.37M0.48%+5613F-HRTimeline
PACIFIC FINANCIAL GROUP INC15,093$1.37M0.74%-41813F-HRTimeline
Sepio Capital, LP15,092$1.37M0.07%-1,43413F-HRTimeline
Keebeck Wealth Management15,064$1.36M0.15%-2,84613F-HRTimeline
Westmount Partners, LLC15,037$1.36M0.34%+39213F-HRTimeline
Klaas Financial Asset Advisors, LLC14,990$1.36M0.19%-25013F-HRTimeline
PUREfi Wealth, LLC14,980$1.36M0.89%+5,93513F-HRTimeline
W ADVISORS, LLC14,948$1.35M0.69%-2713F-HRTimeline
Curated Wealth Partners LLC14,880$1.35M0.17%013F-HRTimeline
Capital Advisors Wealth Management, LLC14,805$1.34M0.18%+2,16313F-HRTimeline
FOSTER & MOTLEY INC14,786$1.34M0.07%-1,54213F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC14,688$1.33M0.17%013F-HRTimeline
American State Bank (Iowa)14,610$1.32M0.64%-1013F-HRTimeline
ROMANO BROTHERS AND COMPANY14,589$1.32M0.15%+41013F-HRTimeline
Cynosure Group, LLC14,581$1.32M0.16%-3,05913F-HRTimeline
JNBA Financial Advisors14,557$1.32M0.11%+1,41313F-HRTimeline
NOESIS CAPITAL MANGEMENT CORP14,556$1.32M0.19%+2,60613F-HRTimeline
TL Private Wealth13,803$1.32M0.52%-15713F-HRTimeline
FSM Wealth Advisors, LLC14,462$1.31M0.17%+1,35113F-HRTimeline
Gryphon Financial Partners LLC14,461$1.31M0.14%+1,66313F-HRTimeline
Great Point Wealth Advisors, LLC14,380$1.3M0.24%-49713F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…14,371$1.3M0.21%-63113F-HRTimeline
BlueSky Wealth Advisors, LLC14,330$1.3M0.17%-66613F-HRTimeline
Keel Point, LLC14,319$1.3M0.09%+26813F-HRTimeline
C M BIDWELL & ASSOCIATES LTD14,308$1.3M0.6%-613F-HRTimeline
PCG ASSET MANAGEMENT, LLC14,255$1.29M1.03%+1,21013F-HRTimeline
Goldstein Advisors, LLC14,248$1.29M0.14%+17213F-HRTimeline
PLANNING ALTERNATIVES LTD /ADV14,217$1.29M0.17%-37013F-HRTimeline
Compass Ion Advisors, LLC14,057$1.27M0.12%+23813F-HRTimeline
Global View Capital Management LLC13,986$1.27M0.34%-2,03313F-HRTimeline
STEVENS CAPITAL PARTNERS13,853$1.25M0.3%-28113F-HRTimeline
Trilogy Capital Inc.13,850$1.25M0.06%+88513F-HRTimeline
Amplius Wealth Advisors, LLC13,842$1.25M0.1%-5,67713F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.13,829$1.25M0.07%-5,95013F-HRTimelineGroup
Cambria Investment Management, L.P.13,829$1.25M0.07%-1,37713F-HRTimeline
Maia Wealth LLC13,760$1.25M0.21%+24813F-HRTimeline
Noble Family Wealth, LLC13,754$1.25M0.26%013F-HR/ATimeline
McNamara Financial Services, Inc.13,736$1.24M0.24%+32513F-HRTimeline
HILL ISLAND FINANCIAL LLC13,668$1.24M0.3%-10813F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…13,636$1.23M0.01%013F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC13,630$1.23M0.98%-5513F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC13,528$1.22M0.26%+3,05213F-HRTimeline
WETZEL INVESTMENT ADVISORS, INC.13,494$1.22M0.49%-1,52613F-HRTimeline
WATERSHED PRIVATE WEALTH LLC13,465$1.22M0.38%-54513F-HRTimeline
Petros Family Wealth, LLC13,383$1.21M0.86%-1,99113F-HRTimeline
IBEX WEALTH ADVISORS13,286$1.2M0.11%+3013F-HRTimeline
Realta Investment Advisors13,234$1.2M0.42%+33813F-HRTimeline
MFA Wealth Services13,217$1.2M0.79%-26713F-HRTimeline
Sankala Group LLC13,523$1.19M0.97%-4613F-HRTimeline
PINNEY & SCOFIELD, INC.13,103$1.19M0.64%013F-HRTimeline
Hixon Zuercher, LLC13,100$1.19M0.37%013F-HRTimeline
Clarendon Private LLC13,090$1.19M0.91%+87213F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…13,088$1.18M0.1%+5,11113F-HRTimelineGroup
Legacy Capital Wealth Partners, LLC20,434$1.18M0.24%+7,90813F-HRTimeline
Bedminster, LLC13,016$1.18M1.1%-66413F-HRTimeline
CoreCap Advisors, LLC12,993$1.18M0.04%-1,09513F-HRTimeline
GW&K Investment Management, LLC12,993$1.18M0.01%013F-HRTimeline
Breakwater Capital Group12,963$1.17M0.16%+10513F-HRTimeline
ORLEANS CAPITAL MANAGEMENT CORP/LA12,956$1.17M0.79%013F-HRTimeline
Tulsa Wealth Advisors, INC12,896$1.17M0.2%new13F-HRTimeline
NorthStar Asset Management LLC /NJ/12,890$1.17M0.56%-24813F-HRTimeline
Moors & Cabot, Inc.12,861$1.16M0.05%+53713F-HRTimeline
Finley Financial, LLC12,825$1.16M0.54%013F-HRTimeline
Founders Financial Alliance, LLC12,822$1.16M0.21%+4,23613F-HRTimeline
MLG Wealth Management DBA Pine Grove Fi…12,802$1.16M0.13%+8,13413F-HRTimeline
Koss-Olinger Consulting, LLC12,787$1.16M0.1%+1913F-HRTimeline
K2 Financial Inc.12,151$1.16M0.84%-22413F-HRTimeline
Tranquility Partners, LLC12,679$1.15M0.43%+1,11413F-HRTimeline
Marin Bay Wealth Advisors, LLC12,611$1.14M0.69%013F-HRTimeline
GM Advisory Group, LLC12,561$1.14M0.04%-8913F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT12,525$1.13M0.34%-46913F-HRTimeline
JRM Investment Counsel, LLC12,461$1.13M0.3%-4,18313F-HRTimeline
Strategic Wealth Advisors LLC12,461$1.13M0.9%+25013F-HRTimeline
Elm Partners Management LLC12,848$1.13M0.05%013F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…12,441$1.13M0.02%+2,58913F-HRTimelineGroup
BAM Wealth Management, LLC12,325$1.12M0.83%+1,36613F-HRTimeline
Goelzer Investment Management, Inc.12,322$1.12M0.05%+6,24513F-HRTimeline
Newman Dignan & Sheerar, Inc.12,299$1.11M0.23%new13F-HRTimeline
Ellenbecker Investment Group12,288$1.11M0.15%013F-HRTimeline
DBK Financial Counsel, LLC12,279$1.11M0.84%-45813F-HRTimeline
GRAYBILL WEALTH MANAGEMENT, LTD.12,262$1.11M0.34%-24313F-HRTimeline
DAVIDSON TRUST CO12,231$1.11M0.48%-26713F-HRTimeline
CATALYST PRIVATE WEALTH, LLC12,211$1.11M0.6%+2,26613F-HRTimeline
Advyzon Investment Management, LLC12,204$1.1M0.1%+7,21013F-HRTimeline
DAVIS R M INC12,065$1.09M0.02%-31013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC12,042$1.09M0.06%-73513F-HRTimelineGroup
Evensky & Katz LLC12,027$1.09M0.06%-70513F-HRTimeline
Root Financial Partners, LLC12,019$1.09M0.05%+4,33213F-HRTimeline
Barnes Dennig Private Wealth Management…12,016$1.09M1.08%+313F-HRTimeline
Freedom Investment Management, Inc.12,007$1.09M0.32%+1413F-HRTimeline
Headlands Technologies LLC11,977$1.08M0.12%new13F-HRTimeline
VICTORY FINANCIAL GROUP, LLC11,910$1.08M0.13%+68413F-HRTimeline
Beacon Capital Management, LLC11,853$1.07M0.19%+1,03913F-HRTimeline
GDS Wealth Management11,851$1.07M0.06%-96413F-HRTimeline
GC Wealth Management RIA, LLC11,845$1.07M0.04%+5,97813F-HRTimeline
Bulwark Capital Corp11,840$1.07M0.66%-6013F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC11,797$1.07M<0.01%+4,42313F-HRTimelineGroup
INSIGNEO ADVISORY SERVICES, LLC11,771$1.07M0.08%+2,46113F-HRTimeline
Triad Wealth Partners, LLC11,766$1.07M0.08%+99313F-HRTimeline
Schrum Private Wealth Management LLC11,762$1.06M0.81%+1,21213F-HRTimeline
Clearwave Capital, LLC11,755$1.06M0.73%013F-HRTimeline
CM WEALTH ADVISORS LLC11,749$1.06M0.23%-31513F-HRTimeline
VERITY Wealth Advisors11,729$1.06M0.71%+7,67913F-HRTimeline
TRUEFG, LLC11,680$1.06M0.28%+8913F-HRTimeline
TrueWealth Financial Partners11,632$1.05M0.42%new13F-HRTimeline
Beacon Financial Advisory LLC11,598$1.05M0.24%+14213F-HRTimeline
Vertex Planning Partners, LLC11,590$1.05M0.2%+4,37013F-HRTimeline
Unique Wealth Strategies, LLC11,572$1.05M0.43%+5,04613F-HRTimeline
KWB Wealth11,671$1.04M0.1%013F-HRTimeline
Clark Capital Management Group, Inc.11,517$1.04M0.01%+4,72413F-HRTimeline
NOVUS ADVISORS, LLC11,498$1.04M2.33%-48513F-HRTimeline
PRESILIUM PRIVATE WEALTH, LLC11,489$1.04M0.18%+15213F-HRTimeline
Walsh & Associates, LLC11,444$1.04M1.03%+56613F-HRTimeline
Burkett Asset Management Ltd11,443$1.04M1.02%+72013F-HRTimeline
Capital Asset Managemnet, LLC11,437$1.04M1.17%+1,28113F-HRTimeline
Clark Asset Management, LLC11,430$1.03M0.1%-2,15713F-HRTimeline
McGlone Suttner Wealth Management, Inc.11,405$1.03M0.14%013F-HRTimeline
ACCESS FINANCIAL SERVICES, INC.11,403$1.03M0.37%+68413F-HRTimeline
CENTAURUS FINANCIAL, INC.11,405$1.03M0.05%-17013F-HRTimeline
Investmark Advisory Group LLC11,395$1.03M0.44%+43913F-HRTimeline
Sharp Wealth Advisory, LLC11,373$1.03M0.51%-63013F-HRTimeline