# ISHARES TR (IEFA)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/IEFA/

- Reporting holders: 153
- Reported value: $2.2B
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Stairway Partners, LLC](https://holderbook.com/funds/1454138-stairway-partners-llc/) | $304.4M | 3,142,395 | 14.4% | 9 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $175.8M | 1,815,044 | 4.9% | 30 |
| [FIRST FINANCIAL BANK - TRUST DIVISION](https://holderbook.com/funds/1315339-first-financial-bank-trust-division/) | $139.3M | 1,437,711 | 10.1% | 32 |
| [SigFig Wealth Management, LLC](https://holderbook.com/funds/1696957-sigfig-wealth-management-llc/) | $128.8M | 1,329,530 | 3.2% | 32 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $115.5M | 1,205,085 | 2.8% | 20 |
| [Graves Light Lenhart Wealth, Inc.](https://holderbook.com/funds/1759803-graves-light-lenhart-wealth-inc/) | $101.3M | 1,045,399 | 9.5% | 26 |
| [Bangor Savings Bank](https://holderbook.com/funds/1352675-bangor-savings-bank/) | $100.0M | 1,031,869 | 7.6% | 32 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $85.0M | 1,226,784 | 1.8% | 32 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $74.0M | 769,192 | 0.9% | 25 |
| [Roth Financial Partners LLC](https://holderbook.com/funds/1840888-roth-financial-partners-llc/) | $73.9M | 762,710 | 22.1% | 24 |
| [Leverty Financial Group, LLC](https://holderbook.com/funds/1908386-leverty-financial-group-llc/) | $66.7M | 688,238 | 12.2% | 19 |
| [Pathway Financial Advisors LLC](https://holderbook.com/funds/1738828-pathway-financial-advisors-llc/) | $53.3M | 550,410 | 5.9% | 10 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $52.5M | 542,389 | 0.4% | 16 |
| [Global Wealth Strategies & Associates](https://holderbook.com/funds/1912297-global-wealth-strategies-associates/) | $49.8M | 514,121 | 9.1% | 16 |
| [Galvin, Gaustad & Stein, LLC](https://holderbook.com/funds/1840945-galvin-gaustad-stein-llc/) | $47.4M | 489,160 | 3.6% | 24 |
| [Acropolis Investment Management, LLC](https://holderbook.com/funds/1318601-acropolis-investment-management-llc/) | $40.4M | 417,454 | 1.6% | 32 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $39.9M | 411,357 | 1.1% | 32 |
| [Grove Bank & Trust](https://holderbook.com/funds/1662212-grove-bank-trust/) | $37.0M | 381,551 | 3.7% | 32 |
| [Venture Visionary Partners LLC](https://holderbook.com/funds/1792283-venture-visionary-partners-llc/) | $35.8M | 369,769 | 0.9% | 28 |
| [Iowa State Bank](https://holderbook.com/funds/1546967-iowa-state-bank/) | $35.4M | 365,493 | 6.0% | 20 |
| [Coastline Trust Co](https://holderbook.com/funds/1324279-coastline-trust-co/) | $33.0M | 341,129 | 3.1% | 15 |
| [PRIVATE CLIENT SERVICES, LLC](https://holderbook.com/funds/1457005-private-client-services-llc/) | $26.8M | 276,781 | 7.2% | 12 |
| [Cassilly Financial Group LLC](https://holderbook.com/funds/2090777-cassilly-financial-group-llc/) | $21.9M | 226,133 | 14.7% | 4 |
| [GoalVest Advisory LLC](https://holderbook.com/funds/1839307-goalvest-advisory-llc/) | $17.6M | 181,897 | 3.0% | 22 |
| [Conrad Siegel Investment Advisors, Inc.](https://holderbook.com/funds/1905875-conrad-siegel-investment-advisors-inc/) | $16.7M | 172,431 | 2.7% | 20 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 153 | $2.2B |
| Q2 2026 | 2,466 | $172.5B |
| Q1 2026 | 2,402 | $158.5B |
| Q4 2025 | 2,345 | $138.1B |
| Q3 2025 | 2,137 | $131.8B |
| Q2 2025 | 2,112 | $121.7B |
| Q1 2025 | 2,038 | $109.0B |
| Q4 2024 | 2,003 | $318.2B |
| Q3 2024 | 1,859 | $351.0B |
| Q2 2024 | 1,813 | $348.9B |
| Q1 2024 | 1,787 | $116.6B |
| Q4 2023 | 1,748 | $99.1B |