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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
Kingsman Wealth Management, Inc.7,480$624K0.39%+13413F-HRTimeline
Inscription Capital, LLC7,462$623K0.09%-613F-HRTimeline
Pinnacle Wealth Management Advisory Gro…7,423$620K0.05%-29413F-HRTimeline
River Street Advisors LLC7,412$619K0.27%new13F-HRTimeline
SACHEM HILL LLC7,403$618K0.13%-24213F-HRTimeline
Calydon Capital7,384$616K0.06%+3,69213F-HRTimeline
Eaton Financial Holdings Company, LLC7,375$616K0.19%+413F-HRTimeline
Northwest Capital Management Inc7,367$615K0.33%-29713F-HRTimeline
Maltin Wealth Management, Inc.7,364$615K0.28%+6113F-HRTimeline
Key Financial Inc7,356$614K0.12%-24513F-HRTimeline
New World Advisors LLC7,356$614K0.13%-19913F-HRTimeline
Mission Creek Capital Partners, Inc.7,351$614K0.14%+4613F-HRTimeline
KWB Wealth8,083$612K0.07%-53113F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC7,280$608K0.05%+3713F-HRTimeline
REGATTA CAPITAL GROUP, LLC7,272$607K0.1%+18813F-HRTimeline
RDA Financial Network7,263$606K0.16%+2,43113F-HRTimeline
Madison Asset Management, LLCin group Madison Asset Management, LLC7,253$605K0.01%+2,67213F-HRTimelineGroup
MOSAIC FAMILY WEALTH PARTNERS, LLC7,250$605K0.08%-90713F-HRTimeline
Private Wealth Partners, LLC7,081$591K0.05%013F-HRTimeline
RVW Wealth, LLC7,054$589K0.05%+32513F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…7,037$587K0.02%+3,22013F-HRTimelineGroup
Blue Oak Capital, LLC7,030$587K0.31%013F-HRTimeline
Institute for Wealth Management, LLC.7,029$587K0.07%-11513F-HRTimeline
HILLTOP WEALTH ADVISORS, LLC7,023$586K0.33%-33113F-HRTimeline
Kondo Wealth Advisors, Inc.7,035$586K0.26%+1,53113F-HRTimeline
Archer Investment Corp7,013$585K0.14%-3513F-HRTimeline
FPC INVESTMENT ADVISORY, INC.7,023$584K0.37%013F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co6,978$583K0.04%+1,86113F-HRTimelineGroup
Smith Thornton Advisors LLC6,970$582K0.33%013F-HRTimeline
Horizon Wealth Management, LLC6,960$581K0.1%-5313F-HRTimeline
UPTICK PARTNERS, LLC6,946$580K0.17%+2,37113F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC6,874$574K0.23%-12413F-HRTimeline
Sand Hill Global Advisors, LLC6,872$574K0.02%-1,42613F-HRTimeline
Radnor Capital Management, LLC6,863$573K0.09%013F-HRTimeline
Creekmur Asset Management LLC6,794$567K0.1%+1,04213F-HRTimeline
Citizens National Bank Trust Department6,747$563K0.11%-10313F-HRTimeline
KEB ASSET MANAGEMENT, LLC6,720$561K0.14%+2,22113F-HRTimeline
SUMMIT INVESTMENT ADVISORS, INC.6,816$557K0.46%+9113F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC6,646$555K0.29%-42813F-HRTimeline
LJI Wealth Management, LLC6,642$554K0.1%-21113F-HRTimeline
Vertex Planning Partners, LLC6,639$554K0.12%+91113F-HRTimeline
PLANNING ALTERNATIVES LTD /ADV6,631$554K0.08%-4213F-HRTimeline
Quadcap Wealth Management, LLC6,618$552K0.07%-15813F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding6,578$549K+3,510Timeline
RHS Financial, LLC6,554$547K0.31%-9,42513F-HRTimeline
Landing Point Financial Group, LLC6,553$547K0.34%+8413F-HRTimeline
Centurion Wealth Management LLC6,552$547K0.16%+313F-HRTimeline
Financial Perspectives, Inc6,545$546K0.17%+31513F-HRTimeline
D'Orazio & Associates, Inc.6,512$544K0.08%+39813F-HRTimeline
Kennebec Savings Bank6,476$541K0.53%-18213F-HRTimeline
Kraft, Davis & Associates, LLC6,477$540K0.15%+1,36213F-HRTimeline
Alta Wealth Advisors LLC6,465$540K0.25%+28413F-HRTimeline
Accredited Investors Inc.6,410$535K0.03%-45113F-HRTimeline
Ironwood Financial, llc7,067$535K0.11%013F-HRTimeline
MTM FINANCIAL GROUP, LLC6,386$533K0.29%+5913F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…6,375$532K<0.01%-17313F-HRTimeline
Glass Jacobson Investment Advisors llc6,365$531K0.2%-2,35113F-HRTimeline
Sebold Capital Management, Inc.6,358$531K0.33%-9013F-HRTimeline
Keudell/Morrison Wealth Management6,349$530K0.12%-1513F-HRTimeline
Gradient Capital Advisors, LLC6,342$529K0.16%-11613F-HRTimeline
DEARBORN PARTNERS LLC6,312$527K0.02%+1,70013F-HRTimeline
Versant Capital Management, Inc6,299$526K0.08%-14913F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC6,287$525K0.05%+713F-HRTimelineGroup
Tidal Investments LLCin group Tidal Investments LLC6,276$524K<0.01%-82913F-HRTimelineGroup
GOLDEN ROAD ADVISORS LLC6,264$523K0.35%+80013F-HRTimeline
Next Level Wealth Planning, LLC6,243$521K0.33%-1,56513F-HRTimeline
EPG Wealth Management LLC6,240$521K0.16%+613F-HRTimeline
J.Safra Asset Management Corp6,239$521K0.04%new13F-HR/ATimeline
Cypress Point Wealth Management, LLC6,225$520K0.13%-1,68913F-HRTimeline
CBIZ Investment Advisory Services, LLC6,214$519K0.02%-21113F-HRTimeline
ROCKLAND TRUST CO6,201$518K0.03%+2,42313F-HRTimeline
Chicago Wealth Management, Inc.6,171$515K0.25%013F-HRTimeline
OARSMAN CAPITAL, INC.6,145$513K0.08%-1,13613F-HRTimeline
Lavaca Capital LLC6,145$513K0.21%-75813F-HR/ATimeline
ENZI WEALTH6,173$513K0.19%013F-HRTimeline
APPLETON PARTNERS INC/MA6,133$512K0.04%+71513F-HRTimeline
Sprinkle Financial Consultants LLC6,110$510K0.31%+10813F-HRTimeline
Rathbones Group PLC6,100$509K<0.01%-41713F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC6,085$508K0.03%+5,24713F-HRTimelineGroup
Forum Financial Management, LPin group Forum Financial Management, LP6,074$507K0.01%-4,08113F-HRTimelineGroup
MOTCO6,193$507K0.05%+4,20413F-HRTimeline
VISTA INVESTMENT PARTNERS II, LLC6,028$503K0.24%-1,70013F-HRTimeline
Stonekeep Investments, LLC6,028$503K0.34%+2,23113F-HRTimeline
MontVue Capital Management, Inc.6,007$501K0.36%013F-HRTimeline
Dakota Wealth Management5,964$498K0.01%+29413F-HRTimeline
Clarkston Capital Partners, LLC5,928$495K0.01%013F-HRTimeline
Triad Wealth Partners, LLC5,926$495K0.1%+3,04113F-HRTimeline
Sensible Money, LLC5,897$492K0.19%+513F-HRTimeline
Navalign, LLC5,889$492K0.14%-2,67413F-HRTimeline
Elite Life Management LLC5,884$491K1.26%013F-HRTimeline
CPA Asset Management Group, LLC5,875$490K0.21%-18313F-HRTimeline
Sound Income Strategies, LLC5,867$490K0.03%+11813F-HRTimeline
Advyzon Investment Management, LLC5,847$488K0.11%new13F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …5,835$487K0.1%13F-HRTimelineGroup
Rossby Financial, LCC5,784$483K0.18%-1513F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT5,771$482K0.17%new13F-HRTimeline
TPG Financial Advisors, LLC5,754$480K0.19%-87813F-HRTimeline
Carter Financial Group, INC.5,736$479K0.31%13F-HRTimeline
MBA Advisors LLC5,730$478K0.22%+13013F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.5,726$478K0.17%013F-HRTimeline
MidAtlantic Capital Management, Inc.5,719$477K0.34%013F-HRTimeline
BCGM Wealth Management, LLC5,687$475K0.13%-9813F-HRTimeline
HAZLETT, BURT & WATSON, INC.5,678$474K0.19%+20113F-HRTimeline
ACCREDITED INVESTOR SERVICES, LLC5,672$473K0.36%013F-HRTimeline
Berkeley, Inc5,664$473K0.17%+3013F-HRTimeline
Beacon Capital Management, LLC5,650$472K0.06%+62413F-HRTimeline
UNIQUE WEALTH, LLC5,634$470K0.08%+95513F-HRTimeline
EnRich Financial Partners LLC5,614$469K0.14%+2913F-HRTimeline
BURKE & HERBERT BANK & TRUST CO5,613$469K0.1%013F-HRTimeline
Parkside Advisors LLC5,608$468K0.1%new13F-HRTimeline
Birch Hill Investment Advisors LLC5,596$467K0.02%-7013F-HRTimeline
Trust Co5,553$464K0.05%013F-HRTimeline
International Private Wealth Advisors L…5,546$463K0.4%-99913F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV5,519$461K0.17%013F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.5,497$459K0.18%013F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.5,483$457K0.31%+17813F-HRTimeline
TRAN CAPITAL MANAGEMENT, L.P.5,465$456K0.05%+72513F-HRTimeline
DDFG, Inc5,453$455K0.11%+7113F-HRTimeline
Hill Investment Group Partners, LLC5,433$454K0.06%-81713F-HRTimeline
Plan A Wealth LLC5,398$451K0.26%-2,84113F-HRTimeline
ELLERSON GROUP INC /ADV5,391$450K0.32%new13F-HR/ATimeline
SCHAPER BENZ & WISE INVESTMENT COUNSEL …5,370$448K0.03%-9613F-HRTimeline
Sharkey, Howes & Javer5,369$448K0.06%-57613F-HRTimeline
Phillips Wealth Planners LLC5,369$447K0.41%+313F-HRTimeline
Whipplewood Advisors, LLC5,356$447K0.25%-16,52813F-HRTimeline
Financial Management Professionals, Inc.5,354$447K0.05%-5913F-HRTimeline
Berger Financial Group, Inc5,354$447K0.03%-8913F-HRTimeline
Carnegie Investment Counsel5,330$445K0.01%+22713F-HRTimeline
Heritage Financial Services, LLC5,330$445K0.04%+1,63013F-HRTimeline
Fairman Group, LLC5,302$443K0.36%-56913F-HRTimeline
Mullaney, Keating & Wright, Inc.5,269$440K0.29%+5713F-HRTimeline
Inlet Private Wealth, LLC5,265$440K0.11%-38813F-HRTimeline
Rosenberg Matthew Hamilton5,259$439K0.1%+45413F-HRTimeline
BOURGEON CAPITAL MANAGEMENT LLC5,251$438K0.09%013F-HRTimeline
Range Financial Group LLC5,212$435K0.17%-13313F-HRTimeline
Optivise Advisory Services LLC5,207$435K0.22%+35113F-HRTimeline
Compass Financial Services Inc5,183$433K0.21%+5713F-HRTimeline
Stolper Co5,177$432K0.14%+54113F-HRTimeline
Capital Planning LLC5,159$431K0.14%-15,48613F-HRTimeline
Legacy Capital Wealth Partners, LLC10,826$430K0.1%-1,93713F-HRTimeline
MAS Advisors LLC5,145$430K0.7%-5613F-HRTimeline
Gray Private Wealth, LLC5,142$429K0.23%-2,33213F-HRTimeline
First National Bank of Hutchinson5,121$428K0.27%-90413F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/5,097$425K0.08%-12513F-HRTimeline
SFMG, LLC5,080$424K0.03%-1,82113F-HRTimeline
HRC WEALTH MANAGEMENT, LLC5,076$424K0.23%+38213F-HRTimeline
Crown Wealth Group, LLC5,068$423K0.16%new13F-HRTimeline
Riverwater Partners LLC5,057$422K0.2%+13413F-HRTimeline
Copia Wealth Management5,020$419K0.35%+31113F-HRTimeline
Golden State Wealth Management, LLC5,011$418K0.05%+5613F-HRTimeline
Mach-1 Financial Group, LLC5,005$418K0.12%new13F-HRTimeline
Avantax Planning Partners, Inc.5,000$417K0.01%+1,45913F-HRTimeline
Watts Gwilliam & Co., LLC4,779$417K0.07%-1,10813F-HRTimeline
Everstar Asset Management, LLC4,985$416K0.25%013F-HRTimeline
ANCHOR CAPITAL ADVISORS LLC4,975$415K0.01%013F-HRTimeline
Retirement Planning Group, LLC4,974$415K0.02%-9313F-HRTimeline
MorganRosel Wealth Management, LLC4,966$415K0.11%-1,14813F-HRTimeline
Clarity Capital Partners LLC4,915$410K0.15%-6,65813F-HRTimeline
CHAPIN DAVIS, INC.4,914$410K0.11%+61013F-HRTimeline
Walkner Condon Financial Advisors LLC4,911$410K0.08%+1,05013F-HRTimeline
Fortitude Family Office, LLC4,903$409K0.14%013F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC4,869$407K0.06%+14013F-HRTimeline
IFC Advisors LLC4,861$406K0.08%-1,28613F-HRTimeline
Destiny Wealth Partners, LLC4,857$405K0.05%-5613F-HRTimeline
Gateway Wealth Partners, LLC4,831$403K0.08%-24213F-HRTimeline
Shared Vision Wealth Group LLC4,922$403K0.2%-3113F-HRTimeline
Ashford Advisors, LLC3,685$403K0.09%new13F-HRTimeline
Cairn Investment Group, Inc.4,811$402K0.21%013F-HRTimeline
MJP ASSOCIATES INC /ADV4,800$401K0.06%+713F-HRTimeline
Delta Wealth Advisors LLC4,786$400K0.33%new13F-HRTimeline
Burt Wealth Advisors4,785$399K0.09%+1413F-HRTimeline
SATOVSKY ASSET MANAGEMENT LLC4,765$398K0.08%+8513F-HRTimeline
QTR Family Wealth, LLC4,759$397K0.25%+2113F-HRTimeline
Legacy Financial Group LLC4,740$396K0.06%+33313F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.4,735$395K0.11%013F-HRTimeline
Kathmere Capital Management, LLC4,709$393K0.03%-81913F-HRTimeline
LaSalle St. Investment Advisors, LLC4,703$392K0.11%-13313F-HRTimeline
River Wealth Advisors LLC4,682$391K0.05%-1,29313F-HRTimeline
Round Rock Advisors LLC4,673$390K0.07%013F-HRTimeline
NIXON PEABODY TRUST CO4,663$389K0.03%+23313F-HRTimeline
Clark Capital Management Group, Inc.4,660$389K<0.01%-18213F-HRTimeline
Centennial Wealth Advisory LLC4,648$388K0.12%+1413F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC4,638$387K0.13%013F-HRTimeline
Lifelong Wealth Advisors, Inc.4,628$386K0.13%013F-HRTimeline
CGN Advisors LLC4,606$385K0.03%-1913F-HRTimeline
GLOBALT Investments LLC / GA4,592$383K0.01%013F-HRTimeline
PENNINGTON PARTNERS & CO., LLC4,588$383K0.21%-18613F-HRTimeline
CAPITAL ADVISORS INC/OK4,571$382K0.01%-368,79313F-HRTimeline
Uptown Financial Advisors LLC4,568$381K0.35%new13F-HRTimeline
SENTINEL PENSION ADVISORS, LLC4,547$380K0.06%-1813F-HRTimeline
GSG Advisors LLC4,546$380K0.11%-54713F-HRTimeline
Samalin Investment Counsel, LLC4,544$379K0.15%+8013F-HRTimeline
Kera Capital Partners, Inc.4,542$379K0.07%+3813F-HRTimeline
FORTRESS FINANCIAL GROUP, LLC4,538$379K0.32%-14,13713F-HRTimeline
Blue Barn Wealth, LLC4,612$378K0.18%-1,38413F-HRTimeline
Summit Global Investmentsin group Summit Global Investments4,523$378K0.02%-31113F-HRTimelineGroup
COMPASS CAPITAL CORP /MA/ /ADV4,475$377K0.18%-3,34613F-HRTimeline
THEORY FINANCIAL LLC4,604$377K0.14%013F-HRTimeline
PUREfi Wealth, LLC4,512$377K0.3%+60213F-HRTimeline
BALLAST ADVISORS LLC4,506$376K0.11%-7613F-HRTimeline