ISHARES TR (IEFA)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
153
Reporting holders
$2.2B
Reported value
0.0%
Calls
0.0%
Puts
-2,313
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Stairway Partners, LLC | $304.4M | 3,142,395 | 14.38% | 9q | +1.1%+$3.3M |
| Avidian Wealth Enterprises, LLC | $175.8M | 1,815,044 | 4.90% | 30q | +0.7%+$1.2M |
| FIRST FINANCIAL BANK - TRUST DIVISION | $139.3M | 1,437,711 | 10.05% | 32q | +2.2%+$3.0M |
| SigFig Wealth Management, LLC | $128.8M | 1,329,530 | 3.22% | 32q | +3.6%+$4.4M |
| Wedmont Private Capital | $115.5M | 1,205,085 | 2.76% | 20q | +1.4%+$1.6M |
| Graves Light Lenhart Wealth, Inc. | $101.3M | 1,045,399 | 9.48% | 26q | +3.2%+$3.1M |
| Bangor Savings Bank | $100.0M | 1,031,869 | 7.61% | 32q | -9.2%-$10.1M |
| Valeo Financial Advisors, LLC | $85.0M | 1,226,784 | 1.79% | 32q | +4.8%+$3.9M |
| Apella Capital, LLC | $74.0M | 769,192 | 0.94% | 25q | +49.8%+$24.6M |
| Roth Financial Partners LLC | $73.9M | 762,710 | 22.08% | 24q | HELD |
| Leverty Financial Group, LLC | $66.7M | 688,238 | 12.16% | 19q | +8.6%+$5.3M |
| Pathway Financial Advisors LLC | $53.3M | 550,410 | 5.89% | 10q | +41.7%+$15.7M |
| Farther Finance Advisors, LLC | $52.5M | 542,389 | 0.37% | 16q | -10.8%-$6.3M |
| Global Wealth Strategies & Associates | $49.8M | 514,121 | 9.13% | 16q | +2.0%+$998.0K |
| Galvin, Gaustad & Stein, LLC | $47.4M | 489,160 | 3.56% | 24q | -0.6%-$286.3K |
| Acropolis Investment Management, LLC | $40.4M | 417,454 | 1.63% | 32q | -52.2%-$44.2M |
| MassMutual Private Wealth & Trust, FSB | $39.9M | 411,357 | 1.05% | 32q | +1.6%+$609.0K |
| Grove Bank & Trust | $37.0M | 381,551 | 3.68% | 32q | +1.4%+$496.9K |
| Venture Visionary Partners LLC | $35.8M | 369,769 | 0.94% | 28q | +6.2%+$2.1M |
| Iowa State Bank | $35.4M | 365,493 | 5.98% | 20q | +3.6%+$1.2M |
| Coastline Trust Co | $33.0M | 341,129 | 3.08% | 15q | +2.9%+$930.3K |
| PRIVATE CLIENT SERVICES, LLC | $26.8M | 276,781 | 7.20% | 12q | +10.9%+$2.6M |
| Cassilly Financial Group LLC | $21.9M | 226,133 | 14.71% | 4q | -34.9%-$11.8M |
| GoalVest Advisory LLC | $17.6M | 181,897 | 3.05% | 22q | +8.0%+$1.3M |
| Conrad Siegel Investment Advisors, Inc. | $16.7M | 172,431 | 2.70% | 20q | -5.3%-$942.4K |
| RIVERSEDGE ADVISORS, LLC | $16.2M | 167,304 | 1.99% | 17q | HELD |
| STEPHENS GROUP ASSET MANAGEMENT, LLC | $15.7M | 162,493 | 0.90% | 26q | -2.0%-$318.9K |
| YHB Investment Advisors, Inc. | $15.0M | 154,452 | 0.94% | 25q | +0.8%+$120.2K |
| EASTERN BANK | $14.6M | 150,749 | 0.22% | 9q | +1.9%+$269.3K |
| Veery Capital, LLC | $14.0M | 144,213 | 3.72% | 24q | HELD |
| Montecito Bank & Trust | $14.0M | 144,007 | 2.11% | 31q | HELD |
| Montz Harcus Wealth Management LLC | $13.8M | 142,434 | 4.84% | 20q | HELD |
| CYPRESS FINANCIAL PLANNING LLC | $13.0M | 134,444 | 3.49% | 18q | +9.4%+$1.1M |
| Silverleafe Capital Partners, LLC | $13.0M | 133,901 | 3.69% | 6q | HELD |
| Emergent Wealth Advisors, LLC | $12.5M | 128,543 | 6.51% | 12q | +5.3%+$632.2K |
| Versant Capital Management, Inc | $11.2M | 116,100 | 0.96% | 16q | HELD |
| Central Pacific Bank - Trust Division | $11.0M | 114,002 | 1.16% | 11q | +5.4%+$569.6K |
| CAMELOT TECHNOLOGY ADVISORS, INC. | $10.4M | 107,454 | 6.96% | 12q | +1.7%+$173.3K |
| ACIMA PRIVATE WEALTH, LLC | $10.1M | 104,553 | 2.94% | 32q | +5.3%+$505.6K |
| Hickory Point Bank & Trust | $8.6M | 89,165 | 5.19% | 8q | HELD |
| Adelphi Trust Co | $7.2M | 74,759 | 4.77% | 4q | +6.7%+$452.1K |
| MOODY NATIONAL BANK TRUST DIVISION | $6.7M | 68,658 | 0.55% | 32q | HELD |
| SAPIENT CAPITAL LLC | $6.3M | 65,022 | 0.08% | 12q | -45.9%-$5.3M |
| Box Hill Private Wealth LLC | $5.6M | 57,907 | 4.08% | 4q | +12.4%+$616.8K |
| Kaydan Wealth Management, Inc. | $5.5M | 56,615 | 1.88% | 20q | -5.0%-$288.2K |
| Prism Advisors, Inc. | $5.1M | 53,358 | 1.28% | 27q | -0.7%-$36.4K |
| TITLEIST ASSET MANAGEMENT, LLC | $4.6M | 47,503 | 0.30% | 6q | +21.6%+$817.6K |
| Vilga Financial Planning LLC | $4.4M | 45,070 | 2.60% | 2q | HELD |
| Aletheian Wealth Advisors LLC | $3.7M | 38,674 | 1.50% | 19q | +6.4%+$225.4K |
| COLTON GROOME FINANCIAL ADVISORS, LLC | $3.7M | 38,344 | 0.87% | 23q | +16.6%+$529.6K |
| TOMPKINS FINANCIAL CORP | $3.4M | 35,417 | 0.24% | 31q | HELD |
| Cambridge Financial Group, LLC | $3.4M | 35,527 | 1.08% | 12q | HELD |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $3.3M | 34,338 | 0.04% | 3q | +14.6%+$425.0K |
| Wealth Enhancement Trust Services, Inc. | $3.2M | 32,704 | 0.34% | 4q | -33.5%-$1.6M |
| Apeiron RIA LLC | $2.9M | 30,059 | 0.66% | 18q | +87.1%+$1.3M |
| Lee, Kelleher & Klein Wealth Management | $2.9M | 29,491 | 1.47% | 8q | +23.3%+$540.0K |
| Balefire, LLC | $2.5M | 25,989 | 0.40% | 7q | -19.4%-$606.8K |
| Veracity Capital LLC | $2.4M | 24,322 | 0.63% | 28q | +4.8%+$108.6K |
| COLLECTIVE FAMILY OFFICE LLC | $2.3M | 24,189 | 0.48% | 17q | -5.0%-$124.4K |
| Williams & Novak Wealth Management, LLC | $2.2M | 22,487 | 1.29% | 12q | -2.7%-$60.6K |
| Harpswell Capital Advisors, LLC | $2.1M | 21,774 | 1.38% | 3q | HELD |
| Everhart Financial Group, Inc. | $2.1M | 21,371 | 0.13% | 24q | -3.3%-$70.7K |
| GAMMA Investing LLC | $2.0M | 20,745 | 0.07% | 12q | +1.9%+$37.3K |
| Stonebridge Financial Group, LLC | $1.9M | 19,120 | 0.14% | 8q | -4.6%-$89.1K |
| VALLEY WEALTH MANAGERS, INC. | $1.8M | 19,023 | 0.10% | 31q | -5.9%-$114.6K |
| Capital Advisors Wealth Management, LLC | $1.8M | 18,160 | 0.20% | 13q | +13.6%+$210.9K |
| Lincoln Capital LLC | $1.7M | 17,393 | 0.30% | 26q | HELD |
| BOYUM WEALTH ARCHITECTS LLC | $1.7M | 17,330 | 0.68% | 7q | -1.9%-$32.1K |
| Paragon Capital Management Ltd | $1.6M | 16,896 | 0.30% | 17q | -0.7%-$11.5K |
| Retirement Wealth Solutions LLC | $1.6M | 16,766 | 0.86% | 8q | HELD |
| CANANDAIGUA NATIONAL BANK & TRUST CO | $1.6M | 16,307 | 0.14% | 8q | +1.3%+$19.7K |
| O'Keefe Stevens Advisory, Inc. | $1.5M | 15,151 | 0.30% | 3q | HELD |
| CoreCap Advisors, LLC | $1.5M | 15,115 | 0.04% | 19q | +8.7%+$117.6K |
| INSPIRION WEALTH ADVISORS, LLC | $1.4M | 14,720 | 0.16% | 15q | HELD |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | $1.4M | 14,399 | 0.20% | 27q | +2.2%+$29.5K |
| Vann Equity Management LLC | $1.4M | 14,391 | 0.83% | 3q | +17.4%+$206.7K |
| LWM ADVISORS INC | $1.3M | 13,693 | 1.00% | 4q | +2.5%+$32.1K |
| DAVIDSON TRUST CO | $1.3M | 13,414 | 0.51% | 12q | +4.9%+$60.5K |
| GILPIN WEALTH MANAGEMENT, LLC | $1.3M | 13,320 | 0.87% | 4q | -1.5%-$19.4K |
| Breakwater Capital Group | $1.2M | 12,790 | 0.15% | 16q | -1.2%-$15.0K |
| Cooper Financial Group | $1.1M | 11,548 | 0.09% | 13q | +0.6%+$6.2K |
| KWMG, LLC | $1.0M | 10,366 | 0.07% | 32q | -1.8%-$18.7K |
| ROCKLAND TRUST CO | $966.2K | 9,973 | 0.04% | 32q | -0.8%-$7.8K |
| AVAII WEALTH MANAGEMENT, LLC | $935.3K | 9,641 | 0.27% | 3q | +37.7%+$256.2K |
| BAKER TILLY WEALTH MANAGEMENT, LLC | $888.1K | 9,167 | 0.17% | 8q | +112.1%+$469.3K |
| First Citizens Financial Corp | $777.8K | 8,029 | 0.33% | 27q | -1.2%-$9.4K |
| RVW Wealth, LLC | $716.8K | 7,399 | 0.05% | 21q | +1.6%+$11.1K |
| PARK NATIONAL CORP /OH/ | $701.9K | 7,245 | 0.02% | 3q | -21.2%-$188.3K |
| Oak Grove Capital LLC | $701.0K | 7,236 | 0.03% | 3q | HELD |
| Legacy Private Trust Co. | $701.0K | 7,236 | 0.04% | 26q | -0.7%-$4.8K |
| DIVERSIFIED MANAGEMENT INC | $663.9K | 6,853 | 0.12% | 4q | +1.4%+$9.4K |
| CHAPIN DAVIS, INC. | $659.9K | 6,812 | 0.13% | 14q | -1.1%-$7.3K |
| KFA Private Wealth Group, LLC | $657.0K | 6,781 | 0.15% | 15q | +0.9%+$5.6K |
| Noble Wealth Management PBC | $641.3K | 6,620 | 0.29% | 7q | HELD |
| Echo45 Advisors LLC | $629.1K | 6,493 | 0.29% | new | NEW |
| ELEVATION WEALTH PARTNERS, LLC | $619.2K | 6,390 | 0.17% | 15q | HELD |
| Trust Co | $554.1K | 5,720 | 0.05% | 10q | +1.0%+$5.5K |
| Sprinkle Financial Consultants LLC | $535.7K | 5,530 | 0.21% | 12q | -9.9%-$58.8K |
| Rosenberg Matthew Hamilton | $508.5K | 5,249 | 0.09% | 27q | +2.6%+$12.9K |
| First Heartland Consultants, Inc. | $505.0K | 5,212 | 0.03% | 7q | -1.6%-$8.0K |
Showing the largest 100 of 155 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 153 | $2.2B | 23,140,671 | 6 | 62 | 40 | 0.0% |
| Q2 2026 | 2,466 | $172.5B | 1,754,671,195 | 132 | 1,130 | 674 | 0.0% |
| Q1 2026 | 2,402 | $158.5B | 1,756,750,697 | 160 | 1,013 | 669 | 0.0% |
| Q4 2025 | 2,345 | $138.1B | 1,545,060,319 | 132 | 1,003 | 575 | 0.0% |
| Q3 2025 | 2,137 | $131.8B | 1,513,312,160 | 110 | 885 | 620 | 0.0% |
| Q2 2025 | 2,112 | $121.7B | 1,460,115,132 | 151 | 927 | 633 | 0.0% |
| Q1 2025 | 2,038 | $109.0B | 1,440,419,246 | 123 | 758 | 731 | 0.0% |
| Q4 2024 | 2,003 | $318.2B | 4,527,900,964 | 104 | 824 | 552 | 0.0% |
| Q3 2024 | 1,859 | $351.0B | 4,498,604,075 | 113 | 724 | 574 | 0.0% |
| Q2 2024 | 1,813 | $348.9B | 4,802,196,900 | 88 | 774 | 554 | 0.0% |
| Q1 2024 | 1,787 | $116.6B | 1,569,950,491 | 101 | 717 | 601 | 0.0% |
| Q4 2023 | 1,748 | $99.1B | 1,408,778,754 | 109 | 667 | 566 | 0.0% |
| Q3 2023 | 1,585 | $80.9B | 1,256,676,959 | 80 | 654 | 474 | 0.0% |
| Q2 2023 | 1,586 | $83.6B | 1,256,413,878 | 87 | 675 | 526 | 0.0% |
| Q1 2023 | 1,554 | $79.8B | 1,193,894,711 | 110 | 604 | 527 | 0.0% |
| Q4 2022 | 1,527 | $76.8B | 1,243,607,704 | 135 | 542 | 572 | 0.0% |
| Q3 2022 | 1,411 | $62.6B | 1,185,887,805 | 71 | 556 | 551 | 0.0% |
| Q2 2022 | 1,458 | $70.7B | 1,200,534,634 | 70 | 615 | 537 | 0.0% |
| Q1 2022 | 1,518 | $84.9B | 1,234,522,174 | 90 | 708 | 451 | 0.0% |
| Q4 2021 | 1,523 | $87.8B | 1,178,831,022 | 86 | 751 | 307 | 0.0% |
| Q3 2021 | 1,335 | $82.2B | 1,106,369,068 | 81 | 676 | 298 | 0.0% |
| Q2 2021 | 1,305 | $80.4B | 1,072,561,862 | 78 | 663 | 318 | 0.0% |
| Q1 2021 | 1,290 | $73.3B | 1,015,895,304 | 80 | 569 | 396 | 0.0% |
| Q4 2020 | 1,274 | $70.5B | 1,019,254,699 | 98 | 471 | 390 | 0.0% |
| Q3 2020 | 1,094 | $61.0B | 1,010,685,488 | 75 | 433 | 386 | 0.0% |
| Q2 2020 | 1,072 | $55.5B | 961,889,273 | 113 | 341 | 504 | 0.1% |
| Q1 2020 | 1,043 | $51.6B | 1,033,569,072 | 85 | 452 | 394 | 0.0% |
| Q4 2019 | 1,123 | $59.7B | 911,476,749 | 80 | 495 | 244 | 0.0% |
| Q3 2019 | 949 | $52.8B | 863,579,063 | 68 | 420 | 283 | 0.0% |
| Q2 2019 | 937 | $54.2B | 882,485,367 | 76 | 442 | 257 | 0.0% |
| Q1 2019 | 920 | $48.6B | 798,161,020 | 74 | 391 | 322 | 0.0% |
| Q4 2018 | 892 | $42.1B | 763,895,828 | 8 | 21 | 9 | 0.0% |