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Disclosery

IEFA ISHARES TR

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SHS (fund)

Filings received so far for Q3 2026: 229 13F filers report a position in IEFA shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
Stairway Partners, LLC3,142,395$304M14.38%+34,19313F-HRTimeline
Connecticut Wealth Management, LLC2,893,439$280M10.29%+162,28713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…2,037,353$195M0.29%+44,34113F-HRTimeline
Avidian Wealth Enterprises, LLC1,815,044$176M4.91%+12,43813F-HRTimeline
Aaron Wealth Advisors LLC1,708,017$165M8.1%+97,10113F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION1,437,711$139M10.05%+31,06113F-HRTimeline
SigFig Wealth Management, LLC1,329,530$129M3.22%+45,66513F-HRTimeline
FORM Wealth Advisors, LLC1,328,633$129M14.37%+202,97813F-HRTimeline
Wedmont Private Capital1,205,085$116M2.76%+16,20413F-HRTimeline
Graves Light Lenhart Wealth, Inc.1,045,399$101M9.48%+32,02113F-HRTimeline
Bangor Savings Bank1,031,869$100M7.61%-104,68613F-HRTimeline
Fragasso Financial Advisors Inc968,548$93.5M4.71%+10,45813F-HRTimeline
CX Institutional906,032$87.8M2.38%+44,36213F-HRTimeline
Valeo Financial Advisors, LLC1,226,784$85M1.79%+55,92013F-HRTimeline
BAILARD, INC.814,008$78.9M1.6%+5,35513F-HRTimeline
Apella Capital, LLC769,192$74M0.94%+255,57613F-HRTimeline
Roth Financial Partners LLC762,710$73.9M22.08%-93913F-HRTimeline
Leverty Financial Group, LLC688,238$66.7M12.16%+54,59513F-HRTimeline
Pathway Financial Advisors LLC550,410$53.3M5.89%+161,90413F-HRTimeline
Farther Finance Advisors, LLC542,389$52.5M0.37%-65,37013F-HRTimeline
Global Wealth Strategies & Associates514,121$49.8M9.13%+10,30113F-HRTimeline
Galvin, Gaustad & Stein, LLC489,160$47.4M3.58%-2,95513F-HRTimeline
Acropolis Investment Management, LLC417,454$40.4M1.63%-11,74613F-HRTimeline
MassMutual Private Wealth & Trust, FSB411,357$39.9M1.05%+6,28613F-HRTimeline
Dynamic Advisor Solutions LLC395,723$38.3M1.09%+8,73213F-HRTimeline
Grove Bank & Trust381,551$37M3.68%+5,12913F-HRTimeline
Venture Visionary Partners LLC369,769$35.8M0.94%+21,68913F-HRTimeline
Iowa State Bank365,493$35.4M5.98%+12,56913F-HRTimeline
Coastline Trust Co341,129$33M3.08%+9,60313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Regent Peak Wealth Advisors LLC340,655$33M5.72%+17,93313F-HRTimeline
WEST PACES ADVISORS INC.288,819$28M4.77%+18,25813F-HRTimeline
Great Diamond Partners, LLC286,681$27.8M4.66%+2,56513F-HRTimeline
PRIVATE CLIENT SERVICES, LLC276,781$26.8M7.2%+27,27613F-HRTimeline
Cassilly Financial Group LLC226,133$21.9M14.71%+52,38513F-HRTimeline
GoalVest Advisory LLC181,897$17.6M3.05%+13,53613F-HRTimeline
Northside Capital Management, LLC175,405$17M1.36%+5,74013F-HRTimeline
Conrad Siegel Investment Advisors, Inc.172,431$16.7M2.7%-9,72813F-HRTimeline
RIVERSEDGE ADVISORS, LLC167,304$16.2M2.01%-39513F-HRTimeline
STEPHENS GROUP ASSET MANAGEMENT, LLCin group STEPHENS GROUP ASSET MANAGEME…162,493$15.7M0.9%-3,29213F-HRTimelineGroup
YHB Investment Advisors, Inc.154,452$15M0.94%+1,24113F-HRTimeline
Harbour Capital Advisors, LLC153,679$14.9M2.71%+1,22013F-HRTimeline
EASTERN BANK150,749$14.6M0.22%+2,78013F-HRTimeline
Veery Capital, LLC144,213$14M3.72%+46313F-HRTimeline
Montecito Bank & Trust144,007$14M2.11%+66513F-HRTimeline
Montz Harcus Wealth Management LLC142,434$13.8M4.84%-46113F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC134,444$13M3.51%+11,53113F-HRTimeline
Silverleafe Capital Partners, LLC133,901$13M3.69%+23413F-HRTimeline
Emergent Wealth Advisors, LLC128,543$12.5M6.51%+6,52613F-HRTimeline
Versant Capital Management, Inc116,100$11.2M0.96%013F-HRTimeline
Central Pacific Bank - Trust Division114,002$11M1.16%+5,87913F-HRTimeline
CAMELOT TECHNOLOGY ADVISORS, INC.107,454$10.4M7.03%+1,78913F-HRTimeline
ACIMA PRIVATE WEALTH, LLC104,553$10.1M2.94%+5,21913F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC99,096$9.6M0.65%+5,63913F-HRTimeline
Hickory Point Bank & Trust89,165$8.64M5.19%013F-HRTimeline
SAX WEALTH ADVISORS, LLC88,939$8.62M0.25%+43,03213F-HRTimeline
Adelphi Trust Co74,759$7.24M4.77%+4,66713F-HRTimeline
AtlasMark Financial, Inc72,285$7M3.42%+2,61913F-HRTimeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…68,658$6.65M0.55%-24813F-HRTimelineGroup
Clayton Financial Group LLC67,024$6.49M3.41%+1,19813F-HRTimeline
SAPIENT CAPITAL LLC65,022$6.3M0.08%+4,90813F-HRTimeline
Box Hill Private Wealth LLC57,907$5.61M4.08%+6,36713F-HRTimeline
Kaydan Wealth Management, Inc.56,615$5.48M1.88%-2,97513F-HRTimeline
Able Wealth Management LLC54,074$5.25M1.15%new13F-HRTimeline
Prism Advisors, Inc.53,358$5.12M1.28%-38013F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC47,503$4.6M0.3%+8,43913F-HRTimeline
Avior Wealth Management, LLC46,772$4.53M0.12%-1,04813F-HRTimeline
Clarus Wealth Advisors46,498$4.49M1.63%+1,62813F-HRTimeline
Vilga Financial Planning LLC45,070$4.37M2.6%-21113F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC42,020$4.07M0.07%+2,50713F-HRTimeline
Bigelow Investment Advisors, LLC39,454$3.82M1.36%+48313F-HRTimeline
Aletheian Wealth Advisors LLC38,674$3.75M1.5%+2,32713F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC38,344$3.71M0.87%+5,46713F-HRTimeline
TICINO WEALTH37,885$3.67M1.13%+1,04313F-HRTimeline
Hofer & Associates. Inc37,547$3.64M2.54%-16,06413F-HRTimeline
Chesley Taft & Associates LLC36,273$3.51M0.14%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP35,417$3.43M0.24%+14913F-HRTimelineGroup
Cambridge Financial Group, LLC35,527$3.43M1.08%013F-HRTimeline
JGP Wealth Management, LLC35,163$3.41M0.3%-27513F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC34,338$3.33M0.04%+4,38713F-HRTimeline
Wealth Enhancement Trust Services, Inc.32,704$3.17M0.34%+98813F-HRTimeline
STEEL GROVE CAPITAL ADVISORS, LLC31,349$3.04M0.27%+1,40913F-HRTimeline
Apeiron RIA LLC30,059$2.88M0.66%+13,99613F-HRTimeline
Lee, Kelleher & Klein Wealth Management29,491$2.86M1.47%+5,57413F-HRTimeline
Emerald Advisors, LLC29,099$2.82M0.36%-1,89913F-HRTimeline
Keystone Global Partners, LLC26,895$2.61M0.94%-69513F-HRTimeline
Fiduciary Alliance LLC26,723$2.59M0.2%-3,64513F-HRTimeline
Richard P Slaughter Associates Inc26,506$2.57M0.51%-2,55613F-HRTimeline
Balefire, LLC25,989$2.52M0.4%-6,26313F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…25,916$2.51M0.04%+4,30513F-HRTimelineGroup
SALEM INVESTMENT COUNSELORS INC25,632$2.48M0.06%+68513F-HRTimeline
Veracity Capital LLC24,322$2.36M0.63%+1,12113F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC24,189$2.34M0.48%-1,28413F-HRTimeline
Lexington Hill Partners, LLC23,779$2.3M1.01%013F-HRTimeline
GATEWAY INVESTMENT ADVISERS LLC23,576$2.28M0.02%+13,46813F-HRTimeline
First County Bank /CT/23,360$2.26M1.05%+1,22513F-HRTimeline
Williams & Novak Wealth Management, LLC22,487$2.18M1.31%-62513F-HRTimeline
Harpswell Capital Advisors, LLC21,774$2.11M1.38%013F-HRTimeline
Everhart Financial Group, Inc.21,371$2.07M0.13%-73013F-HRTimeline
GAMMA Investing LLC20,745$2.01M0.07%+38513F-HRTimeline
Stonebridge Financial Group, LLC19,120$1.85M0.14%-92013F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.19,023$1.84M0.1%-1,18313F-HRTimelineGroup
Fjell Capital, LLC18,451$1.79M1%new13F-HRTimeline
Capital Advisors Wealth Management, LLC18,160$1.76M0.2%+2,17713F-HRTimeline
Lincoln Capital LLC17,393$1.69M0.3%013F-HRTimeline
BOYUM WEALTH ARCHITECTS LLC17,330$1.68M0.68%-33113F-HRTimeline
Paragon Capital Management Ltd16,896$1.64M0.3%-11913F-HRTimeline
Keystone Financial Group, Inc.16,797$1.63M0.87%-5913F-HRTimeline
Retirement Wealth Solutions LLC16,766$1.62M0.86%-7013F-HRTimeline
FORTE ASSET MANAGEMENT LLC16,677$1.62M0.65%013F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…16,307$1.58M0.14%+20313F-HRTimelineGroup
O'Keefe Stevens Advisory, Inc.15,151$1.47M0.3%013F-HRTimeline
CoreCap Advisors, LLC15,115$1.46M0.04%+1,21413F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC14,720$1.43M0.16%013F-HRTimeline
MLG Wealth Management DBA Pine Grove Fi…14,716$1.43M0.14%-14313F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…14,399$1.39M0.2%+30413F-HRTimeline
Vann Equity Management LLC14,391$1.39M0.83%+2,13413F-HRTimeline
TL Private Wealth13,899$1.34M0.48%-2713F-HRTimeline
LWM ADVISORS INC13,693$1.33M1%+33113F-HRTimeline
DAVIDSON TRUST CO13,414$1.3M0.51%+62413F-HRTimeline
Burkett Asset Management Ltd13,372$1.3M1.22%+84013F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC13,320$1.29M0.87%-20013F-HRTimeline
Hixon Zuercher, LLC13,100$1.27M0.37%013F-HRTimeline
Breakwater Capital Group12,790$1.24M0.15%-15513F-HRTimeline
DBK Financial Counsel, LLC11,631$1.13M0.9%013F-HRTimeline
WETZEL INVESTMENT ADVISORS, INC.11,592$1.12M0.39%-6713F-HRTimeline
Cooper Financial Group11,548$1.12M0.09%+6413F-HRTimeline
KWMG, LLC10,366$1M0.07%-19313F-HRTimeline
McGlone Suttner Wealth Management, Inc.10,079$976K0.11%+2713F-HRTimeline
ROCKLAND TRUST CO9,973$966K0.04%-8013F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC9,641$935K0.27%+2,64113F-HRTimeline
Bestgate Wealth Advisors, LLC9,471$918K0.58%-5,49413F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC9,167$888K0.18%+4,84413F-HRTimeline
Fermata Advisors, LLC8,993$871K0.17%-24913F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS8,924$865K0.26%-42713F-HRTimeline
Signal Advisors Wealth, LLC8,350$809K0.04%+15113F-HRTimeline
First Citizens Financial Corp8,029$778K0.33%-9713F-HRTimeline
NICHOLS & PRATT ADVISERS LLP /MAin group NICHOLS & PRATT ADVISERS LLP …8,011$769K0.05%+1,01113F-HRTimelineGroup
EQUITABLE TRUST CO7,931$768K0.03%+9213F-HRTimeline
Kingsman Wealth Management, Inc.7,748$751K0.34%013F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.7,449$722K0.13%013F-HRTimeline
RVW Wealth, LLC7,399$717K0.05%+11513F-HRTimeline
PARK NATIONAL CORP /OH/7,245$702K0.02%-1,94413F-HRTimeline
Oak Grove Capital LLC7,236$701K0.04%013F-HRTimeline
Legacy Private Trust Co.7,236$701K0.04%-5013F-HRTimeline
Hennion & Walsh Asset Management, Inc.6,885$667K0.02%+91413F-HRTimeline
DIVERSIFIED MANAGEMENT INC6,853$664K0.12%+9713F-HRTimeline
CHAPIN DAVIS, INC.6,812$660K0.13%-7513F-HRTimeline
KFA Private Wealth Group, LLC6,781$657K0.15%+5813F-HRTimeline
Noble Wealth Management PBC6,620$641K0.29%-2013F-HRTimeline
Centurion Wealth Management LLC6,591$639K0.15%+7913F-HRTimeline
Echo45 Advisors LLC6,493$629K0.29%new13F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC6,390$619K0.17%-513F-HRTimeline
Pearl Planning LLC5,769$559K0.23%+20013F-HRTimeline
Trust Co5,720$554K0.05%+5713F-HRTimeline
Sprinkle Financial Consultants LLC5,530$536K0.21%-60713F-HRTimeline
NorthCrest Asset Manangement, LLC5,528$530K0.01%+2,19413F-HRTimeline
Rosenberg Matthew Hamilton5,249$509K0.09%+13313F-HRTimeline
First Heartland Consultants, Inc.5,212$505K0.03%-8313F-HRTimeline
S.E.E.D. Planning Group LLC5,174$501K0.12%new13F-HRTimeline
Thrive Wealth Management, LLC5,110$495K0.06%-1713F-HRTimeline
Capital Planning LLC4,892$474K0.13%-2,05813F-HRTimeline
FC Advisory LLC4,889$474K0.12%-14013F-HRTimeline
Xena Financial Planning, LLC4,605$446K0.43%013F-HRTimeline
Stolper Co4,538$440K0.11%-4213F-HRTimeline
RTD Financial Advisors, Inc.4,381$424K0.05%-4313F-HRTimeline
Olistico Wealth, LLC4,342$421K0.18%+43813F-HRTimeline
STEWARDSHIP CONCEPTS FINANCIAL SERVICES…4,242$411K0.27%013F-HRTimeline
Midwest Financial Partners Investments,…4,218$409K0.16%013F-HRTimeline
Plan A Wealth LLC4,171$404K0.14%013F-HRTimeline
Canandaigua National Trust Co of Florida4,120$399K0.22%13F-HRTimeline
Weaver Consulting Group4,118$399K0.08%+1,34013F-HRTimeline
CENTRAL BANK & TRUST CO3,749$363K0.05%013F-HRTimeline
Lakeshore Financial Planning, Inc.3,745$363K0.11%new13F-HRTimeline
M.E. ALLISON & CO., INC.3,636$352K0.2%+2813F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC3,381$328K<0.01%new13F-HRTimelineGroup
DKM Wealth Management, Inc.3,326$322K0.2%013F-HRTimeline
Bulwark Capital Corp3,275$317K0.17%013F-HRTimeline
GILL CAPITAL PARTNERS, LLC3,235$313K0.09%+1,53213F-HRTimeline
Heartwood Wealth Advisors LLC3,233$313K0.02%013F-HRTimeline
Baron Financial Group, LLC3,191$309K0.15%-4013F-HRTimeline
Hardin Capital Partners, LLC3,183$308K0.15%-2413F-HRTimeline
Delta Wealth Advisors LLC3,179$308K0.21%-44913F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV3,141$304K0.03%-14213F-HRTimeline
Somerset Trust Co3,127$303K0.09%013F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC3,099$300K0.04%+113F-HRTimeline
S.A. Mason LLC3,095$300K0.09%013F-HRTimeline
Insight Wealth Strategies, LLC3,015$292K0.03%013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST3,006$291K0.03%+13013F-HRTimeline
Baring Financial LLC2,890$280K0.15%013F-HRTimeline
Polaris Financial Partners2,824$275K0.12%13F-HRTimeline
Pacifica Partners Inc.2,864$275K0.08%013F-HRTimeline
Atlas Brown,Inc.2,808$272K0.07%+3013F-HRTimeline
City Center Advisors, LLC2,763$268K0.2%new13F-HRTimeline
Sound Income Strategies, LLC2,654$254K0.01%-4,25413F-HRTimeline
Sincerus Advisory, LLC2,527$245K0.16%+15413F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC2,500$243K0.03%+213F-HRTimeline
Arbor Wealth Advisors LLC2,427$235K0.15%013F-HRTimeline
Blue Capital, Inc.2,322$225K0.14%new13F-HRTimeline
LEGACY SOLUTIONS, LLC2,313$224K0.17%013F-HRTimeline
LifeGoal Investments, LLC2,270$220K0.07%013F-HRTimeline