Skip to content
Disclosery

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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/224,863,248$19.6B1.47%+4,837,73213F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY99,990,935$8.73B0.53%+1,369,68613F-HR/ATimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP96,540,540$8.36B5.69%+6,837,30113F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN76,220,414$6.65B1.36%+4,329,14113F-HRTimelineGroup
TIAAgroup of 2 filers holding49,325,320$4.3B+680,515Timeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding47,888,920$4.18B-1,148,852Timeline
LPL Financial LLC38,989,201$3.4B0.99%+1,043,93413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC37,509,241$3.27B1.05%-1,383,27613F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\35,451,679$3.1B3.67%+1,065,41513F-HRTimelineGroup
NORTHWESTERN MUTUAL INVESTMENT MANAGEME…group of 2 filers holding34,176,091$2.98B+1,199,024Timeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp33,603,089$2.93B0.53%+1,042,40213F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.32,609,238$2.85B0.05%+422,64013F-HRTimelineGroup
FMR LLCin group FMR LLC24,767,403$2.16B0.11%+1,781,44813F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC23,422,870$2.05B0.3%+2,186,94413F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding21,274,307$1.86B-1,703,807Timeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO17,510,008$1.53B0.1%+27,29113F-HR/ATimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…16,362,800$1.43B0.87%+323,18613F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP16,324,111$1.43B1.93%+1,078,19813F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp13,765,060$1.2B4.04%-386,26413F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/13,626,889$1.19B0.49%+7,107,21013F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC12,815,738$1.12B0.26%+657,27613F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC11,600,724$1.01B1.64%-79,97013F-HRTimelineGroup
Cetera Investment Advisers10,497,193$917M1.07%+6,532,02513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP10,305,420$900M0.82%+416,53013F-HRTimelineGroup
Betterment LLC9,866,920$861M1.7%-261,34213F-HRTimeline
Mariner, LLCin group Mariner, LLC9,251,750$808M1.04%+268,24613F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA8,903,660$777M0.14%-270,00413F-HRTimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…8,668,135$757M2.66%+428,67413F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC8,040,639$702M1.5%+458,17713F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.6,571,501$574M0.18%+1,23713F-HRTimeline
Ballentine Partners, LLC6,504,442$568M7.89%+138,16713F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.5,634,459$492M0.79%+226,55113F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources5,193,363$453M0.11%-197,93813F-HRTimelineGroup
Cresset Asset Management, LLC5,125,298$447M1.97%+413,51413F-HR/ATimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…4,940,967$431M3.1%+69,10313F-HRTimelineGroup
FLPUTNAM INVESTMENT MANAGEMENT CO4,843,951$423M6.32%+767,64213F-HRTimeline
HighTower Advisors, LLC4,803,075$419M0.48%-89,33813F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding4,722,285$412M+323,762Timeline
MISSION WEALTH MANAGEMENT, LP4,546,410$397M8.12%+102,37013F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co4,544,065$397M4.49%+43,46613F-HRTimelineGroup
Mill Creek Capital Advisors, LLC4,395,225$384M7.9%+261,71913F-HRTimeline
Pure Financial Advisors, LLC4,361,062$381M6.07%+197,99513F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV4,220,173$368M0.61%+1,455,71913F-HRTimeline
VANTAGEPOINT INVESTMENT ADVISERS LLC4,184,118$365M2.98%new13F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …3,956,115$348M0.56%-380,87113F-HRTimelineGroup
Hirtle & Co., LLC3,711,893$324M11.39%+86,80913F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO3,705,625$324M0.35%-25,95713F-HRTimelineGroup
Dynasty Wealth Management, LLC3,579,254$313M4.17%+574,08213F-HRTimeline
MML INVESTORS SERVICES, LLC3,542,447$309M0.83%-134,04513F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC3,539,446$309M7.63%-2,83013F-HRTimeline
Modera Wealth Management, LLC3,538,473$309M3.58%+88,08413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC3,515,790$307M0.4%-50,42613F-HRTimeline
Bell Bank3,440,674$300M13.01%+75,75913F-HRTimeline
SIGNATUREFD, LLC3,427,599$299M4.72%+89,48313F-HRTimeline
MACQUARIE GROUP LTDin group MACQUARIE GROUP LTD3,367,504$294M0.34%+137,10913F-HRTimelineGroup
Stairway Partners, LLC3,152,382$275M14.62%+47,51913F-HRTimeline
Members Trust Co3,060,920$267M8.79%+4,97513F-HRTimeline
&PARTNERS2,973,338$259M1.66%+231,33513F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC2,855,180$249M5.62%+205,83613F-HRTimeline
Dixon Mitchell Investment Counsel Inc.2,841,109$248M8.82%+883,52613F-HRTimeline
Steward Partners Investment Advisory, L…2,839,634$248M1.42%+2,013,66213F-HRTimeline
Haverford Trust Co2,820,948$246M2.22%-17,22413F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC2,787,212$243M0.29%+127,72113F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP2,763,050$241M0.03%-970,11213F-HRTimelineGroup
GREENLEAF TRUST2,726,823$238M2.16%-29,87013F-HRTimeline
Creative Planningin group Creative Planning2,699,593$236M0.18%-44,57913F-HRTimelineGroup
RiverFront Investment Group, LLC2,678,469$234M4.11%+45,87413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,626,674$228M0.32%+236,19213F-HRTimelineGroup
First Command Advisory Services, Inc.2,580,302$225M1.63%+4,87613F-HRTimeline
Heritage Wealth Advisors2,563,337$224M9.8%+92,51813F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO2,554,971$223M1.36%+91,96513F-HRTimelineGroup
Nationwide Fund Advisorsin group Nationwide Fund Advisors2,546,005$222M12.26%-45,52113F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…2,503,346$221M0.33%-51,95213F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC2,349,867$205M1.63%+210,74913F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…2,276,167$199M2.72%+35,20513F-HRTimelineGroup
MAI Capital Management2,233,244$195M1.22%+44,98413F-HRTimeline
Matson Money. Inc.2,222,880$194M6.39%+43,54513F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding2,183,793$191M+14,622Timeline
CKW FINANCIAL GROUP2,168,158$191M20.77%+6,48613F-HRTimeline
Connecticut Wealth Management, LLC2,165,049$189M8.39%+253,42013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…2,163,082$189M0.37%+99,94513F-HRTimelineGroup
Quotient Wealth Partners, LLC2,141,415$187M5.12%+53,79913F-HRTimeline
Aptus Capital Advisors, LLC2,108,714$184M1.68%+111,65013F-HRTimeline
Passaic Partners LLC2,086,300$182M21.93%+68,80013F-HRTimeline
Retirement Investment Advisors, Inc.2,057,999$180M14.94%+35,33013F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC2,043,505$178M9.55%-7,73913F-HRTimeline
Alaska Permanent Capital Management, LLCgroup of 2 filers holding2,013,474$176M+236,742Timeline
Sanctuary Advisors, LLC2,010,471$176M1.01%-94,25413F-HR/ATimeline
Balentine LLC2,004,327$175M6.45%-32,44313F-HRTimeline
Investure, LLC2,000,645$175M10.81%+86,20013F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …1,957,233$171M0.14%+1,357,01513F-HRTimelineGroup
Avidian Wealth Enterprises, LLC1,943,248$170M6.39%+23,82413F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.1,914,907$167M2.53%+321,35113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CHOREO, LLC1,885,633$165M2.15%+157,34713F-HRTimeline
Charles Schwab Trust Cogroup of 2 filers holding1,878,843$164M-168,589Timeline
FIRST CITIZENS BANK & TRUST CO1,850,401$162M3.48%-29,70713F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC1,823,815$159M7.79%+20,56213F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC1,789,545$156M0.64%+1,561,41913F-HRTimelineGroup
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC1,643,719$144M0.1%+126,85213F-HRTimelineGroup
SCS Capital Management LLC1,635,604$143M1.56%-62813F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers1,629,129$142M0.21%+191,52613F-HRTimelineGroup
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.1,611,347$141M5.28%+141,39613F-HRTimelineGroup
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…1,558,479$136M0.02%-780,01113F-HRTimelineGroup
Alesco Advisors, LLC, An ESL Co1,552,791$136M3.67%-48,81213F-HRTimeline
1832 Asset Management L.P.1,524,278$133M0.23%-131,84113F-HRTimeline
First Business Financial Services, Inc.1,520,975$133M12.18%-182,03013F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC1,489,967$130M2.55%+36,24213F-HRTimeline
National Philanthropic Trust1,478,120$129M1.44%-44,49713F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC1,450,759$127M1.68%+64,04613F-HRTimeline
Janney Montgomery Scott LLC1,433,727$125M0.3%-55,55313F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP3,031,163$125M0.2%+1,520,45113F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS1,424,960$124M0.25%+23,86913F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.1,402,394$122M0.9%+65,84613F-HRTimelineGroup
49 WEALTH MANAGEMENT, LLC1,397,861$122M11.51%+137,71513F-HRTimeline
Facet Wealth, Inc.1,381,746$121M2.5%-39,95413F-HRTimeline
Wealthquest Corp1,345,690$117M9.37%+34,25613F-HRTimeline
Meeder Advisory Services, Inc.group of 2 filers holding1,334,974$117M+75,434Timeline
UMB Bank, n.a.1,312,787$115M1.69%+42,59013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
FIRST FINANCIAL BANK - TRUST DIVISION1,309,470$114M9.76%-114,36513F-HRTimeline
Mirae Asset Global Investments Co., Ltd.group of 2 filers holding1,307,906$114M-275,933Timeline
Capital Analysts, LLCin group Capital Analysts, LLC1,267,347$111M3.23%+24,20713F-HRTimelineGroup
Venturi Wealth Management, LLC1,265,266$110M5.13%+372,06413F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT1,259,504$110M2.14%+30,28513F-HRTimeline
Truepoint, Inc.1,241,955$108M2.52%-28,01213F-HRTimeline
COMERICA BANK1,227,200$107M0.4%+15,43713F-HRTimeline
SigFig Wealth Management, LLC1,209,144$105M3.25%-14,02513F-HRTimeline
NewEdge Advisors, LLC1,195,152$104M0.47%+167,76913F-HRTimeline
RKL Wealth Management LLC1,188,224$104M8.84%-14,72313F-HRTimeline
Aaron Wealth Advisors LLC1,184,187$103M6.25%+169,08013F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC1,182,377$103M1.63%-89,42413F-HRTimeline
Full Sail Capital, LLC1,178,400$103M5.67%-14,59713F-HRTimeline
MAKENA CAPITAL MANAGEMENT LLC1,167,110$102M10.52%-155,56513F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding1,149,666$100M+55,730Timeline
Global Strategic Investment Solutions, …1,141,502$99.7M9.95%-4,97413F-HRTimeline
Wedmont Private Capital1,127,561$99.4M3.69%+31313F-HRTimeline
Cambridge Investment Research Advisors,…1,129,979$98.7M0.27%+39,51813F-HRTimeline
Center for Financial Planning, Inc.1,091,871$95.3M10.19%-7,30513F-HRTimeline
Wellspring Financial Advisors, LLC1,651,451$94.8M8.73%+386,05313F-HRTimeline
CX Institutional1,078,319$94.1M2.86%+897,30513F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP1,069,670$93.4M0.61%+33,06913F-HR/ATimelineGroup
First National Trust Co1,052,978$91.9M3.15%+15,57013F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS1,039,174$90.7M3.35%+23,95113F-HRTimelineGroup
Bangor Savings Bank1,018,391$88.9M7.41%+56,80713F-HRTimeline
Arkos Global Advisors1,005,429$87.8M11.18%+141,52213F-HRTimeline
Parcion Private Wealth LLC1,004,765$87.7M5.47%+441,49013F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC991,790$86.6M11%+36,21013F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK985,231$86M11.03%-6,31113F-HRTimelineGroup
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC979,270$85.5M0.05%-198,34013F-HRTimelineGroup
Rehmann Capital Advisory Group979,293$85.5M4.68%+147,44213F-HRTimeline
AXIOM INVESTORS LLC /DE973,000$85M0.63%+115,50013F-HRTimeline
Financiere des Professionnels - Fonds d…951,953$83.1M4.79%-16,10013F-HRTimeline
Legacy Edge Advisors, LLC919,478$80.3M9.46%+75,74113F-HRTimeline
Fragasso Financial Advisors Inc900,194$80M4.99%+7013F-HRTimeline
DIVERSIFIED TRUST CO896,654$78.3M1.56%+49,89213F-HRTimeline
Graves Light Lenhart Wealth, Inc.894,877$78.1M8.67%+27,86713F-HRTimeline
Gotham Asset Management, LLC881,994$77M0.34%+20,84413F-HRTimeline
NOTTINGHAM ADVISORS, INC.868,869$75.9M10.53%+64,13913F-HRTimeline
Janney Capital Management LLC856,552$74.8M4.66%-14,38513F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management853,587$74.5M0.89%+32,01413F-HRTimelineGroup
McKinley Carter Wealth Services, Inc.851,775$74.4M3.9%-2,01013F-HRTimeline
Clearstead Advisors, LLC844,736$73.8M1.07%+83,79813F-HRTimeline
True Link Financial Advisors, LLC839,508$73.3M4.72%+37,09613F-HRTimeline
ASPIRIANT, LLC839,172$73.3M2.24%+67,51413F-HRTimeline
Klingman & Associates, LLC838,650$73.2M3.69%+93,02713F-HRTimeline
New York Life Investment Management LLCin group New York Life Investment Mana…830,015$72.5M0.64%-78,59013F-HRTimelineGroup
Wealthspire Advisors, LLC820,116$71.6M0.37%+17,08413F-HRTimeline
AMG National Trust Bank811,834$70.9M1.73%+43,54313F-HRTimeline
Callan Family Office, LLCin group Callan Family Office, LLC810,665$70.8M2.26%-12,32613F-HRTimelineGroup
Opus Capital Group, LLC795,418$69.4M7.81%+441,94613F-HRTimeline
BAILARD, INC.794,632$69.4M1.51%-26,70213F-HRTimeline
OneDigital Investment Advisors LLC789,012$68.9M0.71%-3,13513F-HRTimeline
Constellation Investments, Inc.779,498$68.1M3.18%013F-HRTimeline
QUADRANT CAPITAL GROUP LLC776,186$67.8M2.2%+20,81513F-HRTimeline
NorthCoast Asset Management LLC775,348$67.7M0.26%-39,32513F-HRTimeline
INTRUST BANK NA773,864$67.6M5.62%-9,92013F-HRTimeline
BLAIR WILLIAM & CO/IL770,869$67.3M0.18%+100,61813F-HRTimeline
Cabot-Wellington, LLC749,982$65.5M21.18%-4,57813F-HRTimeline
Roth Financial Partners LLC742,422$64.8M21.84%-6,43713F-HRTimeline
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO741,000$64.7M2.38%-10,00013F-HRTimeline
Orgel Wealth Management, LLC725,487$63.3M1.44%-4,89313F-HRTimeline
Valeo Financial Advisors, LLC1,023,686$61.9M1.41%+58,11913F-HRTimeline
VICUS CAPITAL707,599$61.8M4.72%-552,83013F-HRTimeline
DAVENPORT & Co LLC707,085$61.7M0.33%+63,95113F-HRTimeline
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV702,407$61.3M1.12%+143,42713F-HR/ATimeline
CWM, LLCin group CWM, LLC699,685$61.1M0.18%+269,37113F-HRTimelineGroup
PARTNERS CAPITAL INVESTMENT GROUP, LLP698,646$61M2.42%-153,36413F-HRTimeline
Prime Capital Investment Advisors, LLC692,611$60.5M0.76%+9,72813F-HRTimeline
Disciplina Capital Management LLC690,329$60.3M7.34%+19,99613F-HRTimeline
SOUTHERN FARM BUREAU LIFE INSURANCE685,189$59.9M7.07%013F-HRTimeline
Parkside Investments, LLC678,260$59.2M7.4%+31,39413F-HRTimeline
Private Wealth Asset Management, LLC674,560$58.9M6.95%+10,24213F-HRTimeline
Integrated Wealth Concepts LLC659,293$57.6M0.51%+21,28713F-HRTimeline
Parallel Advisors, LLC652,646$57M1.04%-406,71913F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC647,676$56.5M6.82%+91,47613F-HRTimeline
Composition Wealth, LLC644,914$56.3M0.84%-82,76113F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC641,619$56M0.07%+86,49113F-HRTimelineGroup
Merit Financial Group, LLC639,047$55.8M0.51%-57,61013F-HR/ATimeline
Colony Family Offices, LLC637,365$55.6M14.41%-84,46413F-HRTimeline
Rockbridge Investment Management, LCC634,503$55.4M5.47%+27,95813F-HRTimeline
AE Wealth Management LLC634,380$55.4M0.35%+107,13413F-HRTimeline