Skip to content

IEFA ISHARES TR

Follow

SHS (fund)

2,113 managers (2,137 13F filers) reported a position in IEFA shares at 2025-09-30, 1,494,341,624 shares in all. 111 filers opened a position and 73 filers sold out during the quarter.

Managers
2,113
13F filers
2,137
New
111
Added
949
Reduced
720
Sold out
73
Shares held by filers
1,494,341,624

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
DF DENT & CO INC7,630$666K0.01%013F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC7,613$665K0.12%013F-HRTimeline
Landing Point Financial Group, LLC7,563$660K0.34%+1,01013F-HRTimeline
Eaton Financial Holdings Company, LLC7,549$659K0.19%+17413F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…7,527$657K0.02%+49013F-HRTimelineGroup
Legacy Trust7,526$657K0.13%+5,11113F-HRTimeline
UNITED BANK7,521$657K0.08%013F-HRTimeline
Legacy Private Trust Co.7,521$657K0.04%-95313F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC7,527$654K0.08%+27713F-HRTimeline
Kingsman Wealth Management, Inc.7,480$653K0.36%013F-HRTimeline
Blue Chip Partners, LLC7,427$648K0.05%-19713F-HRTimeline
Pinnacle Wealth Management Advisory Gro…7,423$648K0.05%013F-HRTimeline
Maltin Wealth Management, Inc.7,419$648K0.27%+5513F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC7,375$644K0.05%+9513F-HRTimeline
CITY HOLDING CO7,353$642K0.08%-59713F-HRTimeline
First National Bank of Hutchinson7,347$641K0.34%+2,22613F-HRTimeline
Millington Financial Advisors, LLC7,377$640K0.31%-23613F-HRTimeline
Financial Perspectives, Inc7,321$639K0.18%+77613F-HRTimeline
Vertex Planning Partners, LLC7,312$638K0.12%+67313F-HRTimeline
Vantage Financial Partners, LLC7,304$638K0.13%-28413F-HRTimeline
Smith Thornton Advisors LLC7,230$631K0.33%+26013F-HRTimeline
Raleigh Capital Management Inc.7,210$629K0.24%+6,76013F-HRTimeline
BlackDiamond Wealth Management, LLC7,188$628K0.34%-68613F-HRTimeline
REGATTA CAPITAL GROUP, LLC7,174$626K0.1%-9813F-HRTimeline
SACHEM HILL LLC7,161$625K0.13%-24213F-HRTimeline
Mission Creek Capital Partners, Inc.7,137$623K0.12%-21413F-HRTimeline
Allegheny Financial Group7,136$623K0.12%+4,30613F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd7,135$623K0.01%new13F-HRTimelineGroup
Northeast Financial Group, Inc.in group Northeast Financial Group, In…7,103$621K0.15%-43813F-HRTimelineGroup
Noble Wealth Management PBC7,090$619K0.33%13F-HRTimeline
Private Wealth Partners, LLC7,081$618K0.04%013F-HRTimeline
Institute for Wealth Management, LLC.7,069$617K0.06%+4013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …7,067$617K0.12%13F-HRTimelineGroup
RVW Wealth, LLC7,054$616K0.05%013F-HRTimeline
Kondo Wealth Advisors, Inc.7,035$614K0.25%013F-HRTimeline
HILLTOP WEALTH ADVISORS, LLC7,023$613K0.32%013F-HRTimeline
FPC INVESTMENT ADVISORY, INC.7,023$613K0.37%013F-HRTimeline
PLANNING ALTERNATIVES LTD /ADV7,018$613K0.08%+38713F-HRTimeline
Horizon Wealth Management, LLC6,960$608K0.09%013F-HRTimeline
Visionary Horizons, LLC6,942$606K0.34%new13F-HRTimeline
KEB ASSET MANAGEMENT, LLC6,933$605K0.14%+21313F-HRTimeline
Verum Partners LLC6,926$605K0.13%-2,88413F-HRTimeline
KELLEHER FINANCIAL ADVISORS6,912$603K0.15%new13F-HRTimeline
Sand Hill Global Advisors, LLC6,872$600K0.02%013F-HRTimeline
Radnor Capital Management, LLC6,863$599K0.09%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC6,846$598K0.22%-2813F-HR/ATimeline
Boston Trust Walden Corpin group Boston Trust Walden Corp6,805$594K<0.01%+4,26113F-HRTimelineGroup
Beacon Capital Management, LLC6,780$592K0.08%+1,13013F-HRTimeline
SOA Wealth Advisors, LLC.6,774$591K0.1%-1,80613F-HRTimeline
Archer Investment Corp6,752$590K0.13%-26113F-HRTimeline
Citizens National Bank Trust Department6,747$589K0.11%013F-HRTimeline
D'Orazio & Associates, Inc.6,747$589K0.08%+23513F-HRTimeline
Madden Advisory Services, Inc.6,717$586K0.23%-8,70113F-HRTimeline
SummitTX Capital, L.P.6,681$583K0.02%-123,51913F-HRTimeline
Riverwater Partners LLC6,647$580K0.24%+1,59013F-HRTimeline
MTM FINANCIAL GROUP, LLC6,624$578K0.29%+23813F-HRTimeline
Ironwood Financial, llc6,617$578K0.1%-45013F-HRTimeline
Quadcap Wealth Management, LLC6,616$578K0.07%-213F-HRTimeline
Beaumont Asset Management, L.L.C.6,614$577K0.29%new13F-HRTimeline
Kraft, Davis & Associates, LLC6,477$577K0.14%013F-HRTimeline
Centurion Wealth Management LLC6,552$572K0.13%013F-HRTimeline
BAM Wealth Management, LLC6,542$571K0.44%13F-HRTimeline
New World Advisors LLC6,514$569K0.1%-84213F-HRTimeline
Peak Planning Group, LLC6,494$567K0.3%new13F-HRTimeline
Kennebec Savings Bank6,430$561K0.51%-4613F-HRTimeline
Accredited Investors Inc.6,410$560K0.03%013F-HRTimeline
ELLERSON GROUP INC /ADV6,390$558K0.35%+99913F-HRTimeline
Gradient Capital Advisors, LLC6,342$554K0.15%013F-HRTimeline
Thrive Capital Management, LLC6,317$552K0.14%+2,52413F-HRTimeline
DEARBORN PARTNERS LLC6,312$551K0.03%013F-HRTimeline
Glass Jacobson Investment Advisors llc6,306$551K0.2%-5913F-HRTimeline
Next Level Wealth Planning, LLC6,299$550K0.31%+5613F-HRTimeline
CHAPIN DAVIS, INC.6,291$549K0.13%+1,37713F-HRTimeline
CBIZ Investment Advisory Services, LLC6,289$549K0.02%+7513F-HRTimeline
GOLDEN ROAD ADVISORS LLC6,265$547K0.32%+113F-HRTimeline
J.Safra Asset Management Corp6,239$545K0.03%013F-HRTimeline
ENZI WEALTH6,173$543K0.19%013F-HRTimeline
Greenspring Advisors, LLC6,221$543K0.1%13F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC6,220$543K0.05%-6713F-HRTimelineGroup
Alta Wealth Advisors LLC6,198$541K0.19%-26713F-HRTimeline
INVESTED ADVISORS7,593$538K0.78%13F-HRTimeline
LJI Wealth Management, LLC6,153$537K0.09%-48913F-HRTimeline
Lavaca Capital LLC6,145$537K0.1%013F-HRTimeline
Versant Capital Management, Inc6,145$537K0.07%-15413F-HRTimeline
EPG Wealth Management LLC6,142$536K0.15%-9813F-HRTimeline
Chicago Wealth Management, Inc.6,141$536K0.23%-3013F-HRTimeline
UPTICK PARTNERS, LLC6,122$535K0.14%-82413F-HRTimeline
Goelzer Investment Management, Inc.6,118$534K0.03%-6,59913F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…6,115$534K<0.01%-26013F-HRTimeline
Sprinkle Financial Consultants LLC6,110$533K0.3%013F-HRTimeline
Rathbones Group PLC6,100$533K<0.01%013F-HRTimeline
International Private Wealth Advisors L…6,078$531K0.33%+53213F-HRTimeline
GTS SECURITIES LLC6,060$529K0.02%+2,36413F-HRTimeline
Stonekeep Investments, LLC6,017$525K0.33%-1113F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP5,999$524K0.01%-7513F-HRTimelineGroup
Sharkey, Howes & Javer5,952$520K0.07%+58313F-HRTimeline
Clarkston Capital Partners, LLC5,928$518K0.01%013F-HRTimeline
Navalign, LLC5,889$514K0.14%013F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…5,788$513K<0.01%+3,42213F-HRTimeline
Rossby Financial, LCC5,825$512K0.17%+4113F-HRTimeline
Sensible Money, LLC5,863$512K0.17%-3413F-HRTimeline
Inlet Private Wealth, LLC5,834$509K0.11%+56913F-HRTimeline
AMARILLO NATIONAL BANK5,819$508K0.09%new13F-HRTimeline
MontVue Capital Management, Inc.5,811$507K0.34%-19613F-HRTimeline
SFMG, LLC5,777$504K0.03%+69713F-HRTimeline
MBA Advisors LLC5,759$503K0.21%+2913F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.5,736$501K0.31%+25313F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.5,726$500K0.16%013F-HRTimeline
MidAtlantic Capital Management, Inc.5,719$499K0.34%013F-HRTimeline
Signal Advisors Wealth, LLC5,699$498K0.05%-1,99613F-HRTimeline
BCGM Wealth Management, LLC5,676$496K0.13%-1113F-HRTimeline
ACCREDITED INVESTOR SERVICES, LLC5,672$495K0.34%013F-HRTimeline
Berkeley, Inc5,664$494K0.16%013F-HRTimeline
High Falls Advisors, Inc5,656$494K0.1%-2,09813F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/5,654$494K0.09%+55713F-HRTimeline
BURKE & HERBERT BANK & TRUST CO5,613$490K0.11%013F-HRTimeline
EnRich Financial Partners LLC5,606$489K0.14%-813F-HRTimeline
Birch Hill Investment Advisors LLC5,596$489K0.02%013F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV5,584$488K0.17%+6513F-HRTimeline
SteelPeak Wealth, LLC5,568$486K0.02%+1,48313F-HRTimeline
APPLETON PARTNERS INC/MA5,570$486K0.03%-56313F-HRTimeline
DDFG, Inc5,560$485K0.11%+10713F-HRTimeline
Creekmur Asset Management LLC5,557$485K0.08%-1,23713F-HRTimeline
Centennial Wealth Advisory LLC5,549$484K0.13%+90113F-HRTimeline
MGB Wealth Management, LLC5,554$484K0.14%+4,46613F-HRTimeline
Trust Co5,539$484K0.05%-1413F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…5,537$483K0.02%+1,55913F-HRTimeline
CPA Asset Management Group, LLC5,493$480K0.18%-38213F-HRTimeline
Compass Financial Services Inc5,477$478K0.21%+29413F-HRTimeline
MAS Advisors LLC5,466$477K0.76%+32113F-HRTimeline
Atlatl Advisers LLC5,466$477K0.19%new13F-HRTimeline
Headland Capital, LLC5,447$476K0.13%new13F-HRTimeline
VISTA INVESTMENT PARTNERS II, LLC5,445$475K0.22%-58313F-HRTimeline
Phillips Wealth Planners LLC5,334$475K0.39%-3513F-HRTimeline
Sound Income Strategies, LLC5,345$469K0.03%-52213F-HRTimeline
Berger Financial Group, Inc5,367$469K0.03%+1313F-HRTimeline
Avantax Planning Partners, Inc.5,363$468K0.01%+36313F-HRTimeline
Fortis Capital Management LLC5,350$467K0.07%+2,91813F-HRTimeline
Zhang Financial LLC5,347$467K0.02%new13F-HRTimeline
Heritage Financial Services, LLC5,330$465K0.04%013F-HRTimeline
Unique Wealth Strategies, LLC5,316$464K0.18%-3,84213F-HRTimeline
Hill Investment Group Partners, LLC5,314$464K0.06%-11913F-HRTimeline
North Berkeley Wealth Management, LLC5,303$463K0.37%+2,15513F-HRTimeline
Fairman Group, LLC5,302$463K0.37%013F-HRTimeline
Mullaney, Keating & Wright, Inc.5,269$460K0.26%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.5,253$459K0.16%-42513F-HRTimeline
BOURGEON CAPITAL MANAGEMENT LLC5,251$458K0.08%013F-HRTimeline
Dakota Wealth Management5,247$458K0.01%-71713F-HR/ATimeline
Financial Management Professionals, Inc.5,231$457K0.05%-12313F-HRTimeline
TPG Financial Advisors, LLC5,203$454K0.17%-55113F-HRTimeline
Legacy Capital Wealth Partners, LLC12,162$452K0.1%+1,33613F-HRTimeline
Gateway Wealth Partners, LLC5,170$451K0.06%+33913F-HRTimeline
Capital Planning LLC5,159$450K0.13%013F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC5,156$450K0.22%-1,49013F-HRTimeline
Golden State Wealth Management, LLC5,141$449K0.05%+13013F-HRTimeline
Plan A Wealth LLC5,140$449K0.23%-25813F-HRTimeline
LaSalle St. Investment Advisors, LLC5,112$446K0.08%+40913F-HRTimeline
HRC WEALTH MANAGEMENT, LLC5,105$446K0.22%+2913F-HRTimeline
Retirement Planning Group, LLC5,094$445K0.02%+12013F-HRTimeline
Rosenberg Matthew Hamilton5,074$443K0.1%-18513F-HRTimeline
Cypress Point Wealth Management, LLC5,064$442K0.09%-1,16113F-HRTimeline
XML Financial, LLC5,051$441K0.04%+1,05813F-HRTimeline
Gray Private Wealth, LLC5,031$439K0.22%-11113F-HRTimeline
Arlington Financial Advisors, LLC5,023$439K0.06%new13F-HRTimeline
Legacy Financial Group LLC5,020$438K0.06%+28013F-HRTimeline
OARSMAN CAPITAL, INC.5,008$437K0.06%-1,13713F-HRTimeline
MorganRosel Wealth Management, LLC5,006$437K0.11%+4013F-HRTimeline
Community Financial Services Group, LLC4,998$436K0.08%+1,09513F-HRTimeline
Summit Global Investmentsin group Summit Global Investments4,997$436K0.03%+47413F-HRTimelineGroup
Shared Vision Wealth Group LLC4,943$436K0.18%+2113F-HRTimeline
Econ Financial Services Corp4,985$435K0.22%-61,97313F-HRTimeline
Everstar Asset Management, LLC4,985$435K0.25%013F-HRTimeline
RHS Financial, LLC4,965$433K0.22%-1,58913F-HRTimeline
Copia Wealth Management4,962$433K0.32%-5813F-HRTimeline
Carter Financial Group, INC.4,948$432K0.26%-78813F-HRTimeline
Clark Capital Management Group, Inc.4,946$432K<0.01%+28613F-HRTimeline
Range Financial Group LLC4,911$429K0.15%-30113F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC4,870$425K0.05%+113F-HRTimeline
PATTEN & PATTEN INC/TN4,861$424K0.02%new13F-HRTimeline
NIXON PEABODY TRUST CO4,825$421K0.03%+16213F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…4,824$421K0.03%+4,82313F-HRTimelineGroup
MJP ASSOCIATES INC /ADV4,800$419K0.06%013F-HRTimeline
Destiny Wealth Partners, LLC4,792$418K0.05%-6513F-HRTimeline
Burt Wealth Advisors4,785$418K0.1%013F-HRTimeline
Watts Gwilliam & Co., LLC4,779$417K0.07%013F-HRTimeline
RDA Financial Network4,778$417K0.1%-2,48513F-HRTimeline
SATOVSKY ASSET MANAGEMENT LLC4,765$416K0.08%013F-HRTimeline
TRAN CAPITAL MANAGEMENT, L.P.4,740$414K0.05%-72513F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.4,735$413K0.11%013F-HRTimeline
Samalin Investment Counsel, LLC4,713$411K0.14%+16913F-HRTimeline
Kathmere Capital Management, LLC4,695$410K0.03%-1413F-HRTimeline
THEORY FINANCIAL LLC4,604$409K0.14%013F-HRTimeline
ANCHOR CAPITAL ADVISORS LLC4,675$408K0.01%-30013F-HRTimeline
Stolper Co4,677$408K0.12%-50013F-HR/ATimeline
Round Rock Advisors LLC4,673$408K0.06%013F-HRTimeline
Insight Inv LLC4,671$408K0.24%-3,85913F-HRTimeline
River Wealth Advisors LLC4,640$405K0.05%-4213F-HRTimeline
Goldstone Financial Group, LLC4,638$405K0.05%+59713F-HRTimeline
Lifelong Wealth Advisors, Inc.4,628$404K0.12%013F-HRTimeline
Secure Asset Management, LLC4,572$402K0.07%+17713F-HRTimeline