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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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/220,025,516$18.4B1.48%+5,414,03713F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY98,621,249$8.23B0.54%+2,052,66513F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP89,703,239$7.47B5.67%+468,05113F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN71,891,273$6B1.32%+244,72613F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding49,037,772$4.09B+3,433,448Timeline
TIAAgroup of 2 filers holding48,644,805$4.06B-3,865,180Timeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC38,892,517$3.25B1.12%+1,109,66313F-HRTimelineGroup
LPL Financial LLC37,945,267$3.17B1.06%+1,722,77113F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\34,386,264$2.87B3.61%+239,08213F-HRTimelineGroup
NORTHWESTERN MUTUAL INVESTMENT MANAGEME…group of 2 filers holding32,977,067$2.75B-1,515,003Timeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp32,560,687$2.72B0.51%+284,26213F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.32,186,598$2.69B0.05%+648,50313F-HRTimelineGroup
FMR LLCin group FMR LLC22,985,955$1.92B0.11%-372,13713F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding22,978,114$1.92B-2,252,811Timeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC21,235,926$1.77B0.29%-3,586,93313F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO17,482,717$1.46B0.1%+213,85413F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…16,039,614$1.34B0.86%+680,57213F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP15,245,913$1.27B1.87%+4,362,20613F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp14,151,324$1.18B4.06%+98,23413F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC12,158,462$1.02B0.25%+2,956,38713F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC11,680,694$975M1.74%+1,848,56313F-HRTimelineGroup
Betterment LLC10,128,262$846M1.8%-544,31713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP9,888,890$826M0.8%-266,72313F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA9,173,664$766M0.15%+1,453,37013F-HR/ATimelineGroup
Mariner, LLCin group Mariner, LLC8,983,504$750M1.08%+335,46013F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/8,449,555$705M0.76%+4,940,40613F-HR/ATimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…8,239,461$688M2.56%+1,017,53813F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC7,582,462$633M1.49%+193,51713F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.6,585,558$550M3.02%-5,41013F-HRTimeline
ALLIANCEBERNSTEIN L.P.6,570,264$548M0.18%+173,84013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/6,519,679$544M0.27%-3,477,73313F-HRTimelineGroup
Ballentine Partners, LLC6,366,275$531M8.01%+319,49213F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.5,407,908$451M0.79%-347,58713F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources5,391,301$450M0.12%-44,48913F-HRTimelineGroup
HighTower Advisors, LLC4,892,413$408M0.51%+42,70813F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…4,871,864$407M3.29%+124,61913F-HRTimelineGroup
Cresset Asset Management, LLC4,711,784$393M1.97%-84,17313F-HR/ATimeline
Fiduciary Trust Coin group Fiduciary Trust Co4,500,599$376M4.62%+282,35413F-HRTimelineGroup
MISSION WEALTH MANAGEMENT, LP4,444,040$371M8.09%+247,33513F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding4,398,523$367M+863,612Timeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …4,336,986$361M0.6%+152,66213F-HRTimelineGroup
Pure Financial Advisors, LLC4,163,067$348M6.12%+590,96313F-HRTimeline
Mill Creek Capital Advisors, LLC4,133,506$345M7.65%+49,63713F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO4,076,309$340M5.84%+830,63413F-HRTimeline
Cetera Investment Advisers3,965,168$331M0.56%+246,78313F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP3,733,162$312M0.04%+655,92313F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO3,731,582$312M0.36%-164,45013F-HRTimelineGroup
MML INVESTORS SERVICES, LLC3,676,492$307M0.89%+398,23613F-HRTimeline
Hirtle & Co., LLC3,625,084$303M11.47%-11,30013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC3,566,216$298M0.39%+5,17313F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC3,542,276$296M8.05%+1,556,76813F-HRTimeline
Modera Wealth Management, LLC3,450,389$288M3.57%-52,88413F-HRTimeline
Bell Bank3,364,915$281M13.09%+334,93513F-HRTimeline
SIGNATUREFD, LLC3,338,116$279M4.75%+88,91913F-HRTimeline
MACQUARIE GROUP LTDin group MACQUARIE GROUP LTD3,230,395$270M0.33%-1,149,98713F-HRTimelineGroup
Stairway Partners, LLC3,104,863$259M14.7%-26,22913F-HRTimeline
Members Trust Co3,055,945$255M8.79%-99,89913F-HRTimeline
Dynasty Wealth Management, LLC3,005,172$251M4.27%-355,40513F-HRTimeline
Haverford Trust Co2,838,172$237M2.25%+66,28713F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV2,764,454$231M0.52%+1,253,18113F-HRTimeline
GREENLEAF TRUST2,756,693$230M2.03%-14,81613F-HRTimeline
&PARTNERS2,742,003$229M1.76%+368,45013F-HRTimeline
Creative Planningin group Creative Planning2,744,172$229M0.2%-166,82713F-HRTimelineGroup
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC2,659,491$222M0.29%-950,85013F-HRTimelineGroup
TD PRIVATE CLIENT WEALTH LLC2,649,344$221M5.43%+154,93013F-HRTimeline
RiverFront Investment Group, LLC2,632,595$220M4.29%+1,699,45313F-HRTimeline
Nationwide Fund Advisorsin group Nationwide Fund Advisors2,591,526$216M12.11%-283,78913F-HRTimelineGroup
First Command Advisory Services, Inc.2,575,426$215M1.85%-4,48913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…2,555,298$214M0.35%+548,92213F-HRTimeline
Heritage Wealth Advisors2,470,819$206M9.8%+745,74013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO2,463,006$206M1.32%-99,88213F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,390,482$196M0.35%+959,03413F-HR/ATimelineGroup
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…2,338,490$195M0.04%-329,43713F-HRTimelineGroup
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…2,240,962$187M3.01%+21,40813F-HRTimelineGroup
MAI Capital Management2,188,260$183M1.27%+159,04913F-HRTimeline
Matson Money. Inc.2,179,335$182M6.3%-52213F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding2,169,171$181M+274,365Timeline
CKW FINANCIAL GROUP2,161,672$180M20.71%-17,94613F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC2,139,118$179M2.13%+114,15913F-HRTimeline
Sanctuary Advisors, LLC2,104,725$176M1.09%+27,79813F-HRTimeline
Quotient Wealth Partners, LLC2,087,616$174M5.13%+19,48613F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…2,063,137$172M0.38%+172,11513F-HR/ATimelineGroup
MIDLAND WEALTH ADVISORS, LLC2,051,244$171M9.46%+4,70313F-HRTimeline
Charles Schwab Trust Cogroup of 2 filers holding2,047,432$171M-851,531Timeline
Balentine LLC2,036,770$170M6.62%+1,826,56213F-HRTimeline
Retirement Investment Advisors, Inc.2,022,669$169M15.19%+78,90713F-HRTimeline
Passaic Partners LLC2,017,500$168M20.37%-17,10013F-HRTimeline
Aptus Capital Advisors, LLC1,997,064$167M1.65%+1,942,05813F-HRTimeline
Dixon Mitchell Investment Counsel Inc.1,957,583$163M6.35%+99,74913F-HRTimeline
Avidian Wealth Enterprises, LLC1,919,424$160M6.52%+45,91713F-HRTimeline
Investure, LLC1,914,445$160M12.19%-108,07813F-HRTimeline
Connecticut Wealth Management, LLC1,911,629$160M7.6%+137,18813F-HRTimeline
FIRST CITIZENS BANK & TRUST CO1,880,108$157M2.84%-159,22413F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC1,803,253$151M7.91%-22,84313F-HRTimeline
Alaska Permanent Capital Management, LLCgroup of 2 filers holding1,776,732$148M+78,562Timeline
CHOREO, LLC1,728,286$144M2.01%+328,16713F-HRTimeline
First Business Financial Services, Inc.1,703,005$142M12.82%-7,94513F-HRTimeline
1832 Asset Management L.P.1,656,119$138M0.24%+684,54813F-HRTimeline
SCS Capital Management LLC1,636,232$137M1.51%+33,78813F-HRTimeline
Alesco Advisors, LLC, An ESL Co1,601,603$134M3.85%-25,00613F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.1,593,556$133M2.15%+210,01113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Mirae Asset Global Investments Co., Ltd.group of 2 filers holding1,583,839$132M+262,862Timeline
National Philanthropic Trust1,522,617$127M1.7%+62,53513F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC1,516,867$127M0.1%+56,54013F-HR/ATimelineGroup
Janney Montgomery Scott LLC1,489,280$124M0.32%+262,23413F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.1,469,951$123M5.52%-7,92513F-HRTimelineGroup
SAGESPRING WEALTH PARTNERS, LLC1,453,725$121M2.61%+41,83413F-HRTimeline
FORM Wealth Advisors, LLC1,450,162$121M14.65%-149,85513F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers1,437,603$120M0.19%+109,16113F-HRTimelineGroup
FIRST FINANCIAL BANK - TRUST DIVISION1,423,835$119M10.45%+23,58513F-HRTimeline
CAPTRUST FINANCIAL ADVISORS1,401,091$117M0.26%+21,07913F-HRTimeline
Facet Wealth, Inc.1,421,700$116M2.64%-52,70813F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC1,386,713$116M1.62%+101,09613F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.1,336,548$112M0.92%-1,22313F-HRTimelineGroup
MAKENA CAPITAL MANAGEMENT LLC1,322,675$110M11.05%-213,36613F-HRTimeline
Wealthquest Corp1,311,434$109M8.64%-3,98913F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC1,271,801$106M1.78%-165,74813F-HRTimeline
UMB Bank, n.a.1,270,197$106M1.65%+29,40813F-HR/ATimeline
Truepoint, Inc.1,269,967$106M2.64%-132,39313F-HRTimeline
VICUS CAPITAL1,260,429$105M8.74%+24,39613F-HRTimeline
49 WEALTH MANAGEMENT, LLC1,260,146$105M11.2%+242,76213F-HRTimeline
Meeder Advisory Services, Inc.group of 2 filers holding1,259,540$105M+121,235Timeline
Capital Analysts, LLCin group Capital Analysts, LLC1,243,140$104M3.46%-115,02213F-HRTimelineGroup
RITHOLTZ WEALTH MANAGEMENT1,229,219$103M2.27%+425,61613F-HRTimeline
SigFig Wealth Management, LLC1,223,169$102M3.37%-21,37413F-HRTimeline
COMERICA BANK1,211,763$101M0.39%+24,39513F-HRTimeline
RKL Wealth Management LLC1,202,947$100M8.83%+51,74413F-HRTimeline
Full Sail Capital, LLC1,192,997$99.6M5.75%-42,15413F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP1,510,712$99M0.13%+119,07213F-HR/ATimelineGroup
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC1,177,610$98.3M0.06%-22,44113F-HRTimelineGroup
Global Strategic Investment Solutions, …1,146,476$95.7M10.23%-32,72113F-HRTimeline
Wedmont Private Capital1,127,248$94.5M4.03%+10,97413F-HRTimeline
Center for Financial Planning, Inc.1,099,176$91.8M10.52%+7,38013F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding1,093,936$91.3M+71,987Timeline
Cambridge Investment Research Advisors,…1,090,461$91M0.28%+136,52313F-HRTimeline
Parallel Advisors, LLC1,059,365$88.4M1.77%+36,19913F-HRTimeline
First National Trust Co1,037,408$86.6M3.24%+82,78913F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP1,036,601$86.5M0.6%-38,89013F-HRTimelineGroup
NewEdge Advisors, LLC1,027,383$85.8M0.44%+104,42513F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS1,015,223$84.8M3.14%+21,38213F-HRTimelineGroup
Aaron Wealth Advisors LLC1,015,107$84.7M8.66%-54,69113F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK991,542$82.8M11.23%-12,73913F-HRTimelineGroup
Financiere des Professionnels - Fonds d…968,053$80.8M4.88%+62,90013F-HR/ATimeline
Bangor Savings Bank961,584$80.3M7.18%+18,30413F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC955,580$79.8M11.17%+50,30013F-HRTimeline
New York Life Investment Management LLCin group New York Life Investment Mana…908,605$75.8M0.71%-371,97113F-HRTimelineGroup
Fragasso Financial Advisors Inc900,124$75.1M5.07%-89,91013F-HRTimeline
Venturi Wealth Management, LLC893,202$74.6M3.68%-1,121,34613F-HRTimeline
Janney Capital Management LLC870,937$72.7M4.69%-19,73313F-HRTimeline
Graves Light Lenhart Wealth, Inc.867,010$72.4M8.61%+23,26013F-HRTimeline
Arkos Global Advisors863,907$72.1M10.01%+61,21313F-HRTimeline
Gotham Asset Management, LLC861,150$71.9M0.43%+26,01113F-HRTimeline
AXIOM INVESTORS LLC /DE857,500$71.6M0.59%+102,50013F-HRTimeline
McKinley Carter Wealth Services, Inc.853,785$71.3M3.96%-3,33713F-HRTimeline
PARTNERS CAPITAL INVESTMENT GROUP, LLP852,010$71.1M2.85%+507,56313F-HRTimeline
DIVERSIFIED TRUST CO846,762$70.7M1.57%+50,28313F-HRTimeline
Legacy Edge Advisors, LLC843,737$70.4M9.41%+85,97413F-HRTimeline
Rehmann Capital Advisory Group831,851$69.4M4.21%+22,73813F-HRTimeline
Steward Partners Investment Advisory, L…825,972$69M0.54%+70,46913F-HRTimeline
Callan Family Office, LLCin group Callan Family Office, LLC822,991$68.7M2.17%+64,89413F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management821,573$68.6M0.9%+791,12113F-HRTimelineGroup
BAILARD, INC.821,334$68.6M1.6%+27,43313F-HRTimeline
OLYMPUS WEALTH MANAGEMENT, LLC819,171$68.4M22.97%+150,72513F-HRTimeline
NorthCoast Asset Management LLC814,673$68M0.29%+15,79913F-HRTimeline
NOTTINGHAM ADVISORS, INC.804,730$67.2M9.97%-65,05113F-HRTimeline
Wealthspire Advisors, LLC803,032$67M0.38%-38,04013F-HRTimeline
True Link Financial Advisors, LLC802,412$67M4.62%+24,84113F-HRTimeline
OneDigital Investment Advisors LLC792,147$66.1M0.73%-3,95613F-HRTimeline
INTRUST BANK NA783,784$65.4M5.8%-26,98913F-HRTimeline
Constellation Investments, Inc.779,498$65.1M3.01%013F-HRTimeline
ASPIRIANT, LLC771,658$64.4M2.05%+72,40413F-HRTimeline
AMG National Trust Bank768,291$64.1M1.69%+22,01613F-HRTimeline
Wellspring Financial Advisors, LLC1,265,398$63.6M6.4%+59,19213F-HRTimeline
Clearstead Advisors, LLC760,938$63.5M0.89%+20,19913F-HRTimeline
QUADRANT CAPITAL GROUP LLC755,371$63.1M2.27%-200,87813F-HRTimeline
Cabot-Wellington, LLC754,560$63M21.7%-22,74113F-HRTimeline
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO751,000$62.7M2.29%-601,30013F-HRTimeline
Roth Financial Partners LLC748,859$62.5M22.54%-4,86613F-HRTimeline
Klingman & Associates, LLC745,623$62.2M3.43%+46,82213F-HRTimeline
Orgel Wealth Management, LLC730,380$61M1.47%-3,55113F-HRTimeline
Composition Wealth, LLC727,675$60.7M1.02%+188,06413F-HRTimeline
Colony Family Offices, LLC721,829$60.3M15.58%+145,16013F-HRTimeline
Merit Financial Group, LLC696,657$58.2M0.65%-217,89013F-HRTimeline
SOUTHERN FARM BUREAU LIFE INSURANCE685,189$57.1M7.31%013F-HRTimeline
Prime Capital Investment Advisors, LLC682,883$57M0.76%-156,94413F-HRTimeline
Valeo Financial Advisors, LLC965,567$56.9M1.4%+44,88413F-HR/ATimeline
Disciplina Capital Management LLC670,333$56M7.07%+114,22013F-HRTimeline
BLAIR WILLIAM & CO/IL670,251$56M0.16%+35,97213F-HRTimeline
Private Wealth Asset Management, LLC664,318$55.5M7.36%+29,01213F-HRTimeline
Parkside Investments, LLC646,866$54M7.34%+166,89013F-HRTimeline
DAVENPORT & Co LLC643,134$53.7M0.3%+35,97113F-HRTimeline
Integrated Wealth Concepts LLC638,006$53.3M0.53%+12,93013F-HRTimeline
Shepherd Financial Partners LLC635,250$53M5.6%+27,38613F-HRTimeline
Atria Investments, Inc624,071$52.1M0.62%+21,57713F-HRTimeline
Midwest Trust Co622,596$52M0.72%13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC607,789$50.7M0.95%-68,93313F-HRTimelineGroup
Brickley Wealth Management607,723$50.7M9.93%-1,03913F-HRTimeline
Rockbridge Investment Management, LCC606,545$50.6M5.43%+28,32513F-HRTimeline
Ledyard National Bank605,754$50.6M4.78%-13,50013F-HRTimeline
Texas Capital Bank Wealth Management Se…602,486$50.3M4.7%-119,90013F-HRTimeline