ISHARES TR (IEFA)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
2,375
Reporting holders
$160.1B
Reported value
0.0%
Held as options
+58
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | $19.8B | 204,783,528 | 1.27% | 31q | +0.8%+$163.1M |
| JONES FINANCIAL COMPANIES LLLP | $10.8B | 113,501,860 | 4.34% | 31q | +4.6%+$481.3M |
| MORGAN STANLEY | $10.3B | 106,642,553 | 0.54% | 35q | +1.4%+$143.4M |
| WELLS FARGO & COMPANY/MN | $8.8B | 90,734,083 | 1.42% | 31q | -46.7%-$7.7B |
| UBS Group AG | $6.7B | 69,612,813 | 0.86% | 31q | HELD |
| ENVESTNET ASSET MANAGEMENT INC | $4.7B | 49,145,813 | 1.12% | 31q | -3.4%-$165.7M |
| LPL Financial LLC | $4.6B | 47,763,542 | 1.04% | 31q | +3.8%+$167.5M |
| RAYMOND JAMES FINANCIAL INC | $4.4B | 46,049,336 | 1.21% | 7q | +3.1%+$134.7M |
| Bank of New York Mellon Corp | $3.7B | 38,647,342 | 0.61% | 31q | +1.4%+$51.2M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $3.6B | 37,299,272 | 1.92% | 31q | +2.6%+$92.4M |
| US BANCORP \DE\ | $3.5B | 35,990,373 | 3.80% | 31q | +0.9%+$31.3M |
| BlackRock, Inc. | $3.3B | 34,237,509 | 0.05% | 8q | HELD |
| FMR LLC | $2.9B | 29,875,730 | 0.13% | 31q | +5.3%+$144.1M |
| TIAA Wealth Investment Management LLC | $2.6B | 27,083,395 | 17.42% | 2q | +6.9%+$168.5M |
| GOLDMAN SACHS GROUP INC | $2.0B | 20,668,695 | 0.17% | 31q | -2.4%-$48.3M |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $1.9B | 19,810,756 | 6.59% | 2q | +2.5%+$46.8M |
| JPMORGAN CHASE & CO | $1.9B | 19,301,863 | 0.10% | 31q | +1.8%+$33.0M |
| PNC Financial Services Group, Inc. | $1.6B | 16,979,459 | 0.81% | 31q | +1.0%+$16.3M |
| TRUIST FINANCIAL CORP | $1.6B | 16,097,270 | 1.86% | 31q | -15.8%-$292.5M |
| AMERIPRISE FINANCIAL INC | $1.5B | 15,014,350 | 0.29% | 31q | -51.3%-$1.5B |
| M&T Bank Corp | $1.4B | 14,058,378 | 3.98% | 26q | +6.5%+$83.4M |
| BANK OF MONTREAL /CAN/ | $1.2B | 12,139,091 | 0.39% | 31q | -26.5%-$422.5M |
| Cerity Partners LLC | $1.1B | 11,603,700 | 1.35% | 31q | +2.2%+$23.6M |
| Cetera Investment Advisers | $1.1B | 11,556,893 | 1.02% | 31q | +0.7%+$7.5M |
| BROWN BROTHERS HARRIMAN & CO | $1.0B | 10,822,791 | 4.58% | 31q | +153.5%+$632.9M |
| STIFEL FINANCIAL CORP | $1.0B | 10,588,773 | 0.85% | 31q | -7.8%-$86.2M |
| KEYBANK NATIONAL ASSOCIATION/OH | $1.0B | 10,377,291 | 3.30% | 31q | +1.9%+$18.3M |
| Mariner, LLC | $983.0M | 10,178,869 | 1.03% | 31q | +4.4%+$41.7M |
| ASSETMARK, INC | $922.8M | 9,554,572 | 1.59% | 31q | +8.8%+$75.0M |
| ROYAL BANK OF CANADA | $894.7M | 9,263,997 | 0.13% | 31q | +4.7%+$40.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $853.3M | 8,835,463 | 0.16% | 3q | -13.8%-$136.1M |
| MERCER GLOBAL ADVISORS INC /ADV | $822.7M | 8,518,399 | 0.51% | 30q | +83.7%+$374.8M |
| FIFTH THIRD BANCORP | $725.8M | 7,515,350 | 1.18% | 31q | +39.7%+$206.2M |
| Corient Private Wealth LP | $656.7M | 6,799,312 | 0.42% | 15q | +103.2%+$333.5M |
| Ballentine Partners, LLC | $654.1M | 6,772,847 | 7.99% | 31q | +1.6%+$10.6M |
| ALLIANCEBERNSTEIN L.P. | $626.7M | 6,923,111 | 0.21% | 31q | +4.9%+$29.5M |
| PRUDENTIAL FINANCIAL INC | $625.2M | 6,473,398 | 0.68% | 33q | +21.7%+$111.6M |
| Baird Financial Group, Inc. | $622.2M | 6,442,419 | 0.86% | 31q | +4.3%+$25.9M |
| Dynasty Wealth Management, LLC | $610.9M | 6,325,648 | 4.54% | 10q | +6.5%+$37.6M |
| HighTower Advisors, LLC | $593.4M | 6,144,370 | 0.58% | 31q | +7.9%+$43.6M |
| Cresset Asset Management, LLC | $558.8M | 5,786,155 | 2.02% | 31q | +3.7%+$19.9M |
| FRANKLIN RESOURCES INC | $549.3M | 5,687,902 | 0.12% | 31q | +12.7%+$62.0M |
| Pathstone Holdings, LLC | $519.2M | 5,376,316 | 1.51% | 11q | +883.4%+$466.4M |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $485.9M | 5,029,440 | 2.68% | 31q | -0.6%-$3.2M |
| Pure Financial Advisors, LLC | $469.0M | 4,856,323 | 5.97% | 31q | +3.8%+$17.2M |
| FLPUTNAM INVESTMENT MANAGEMENT CO | $465.0M | 4,815,001 | 5.54% | 31q | -4.0%-$19.6M |
| MML INVESTORS SERVICES, LLC | $447.7M | 4,635,301 | 0.91% | 31q | +15.3%+$59.4M |
| Fiduciary Trust Co | $441.1M | 4,567,544 | 4.80% | 29q | HELD |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | $402.7M | 4,169,800 | 3.01% | 4q | -1.5%-$6.1M |
| JANE STREET GROUP, LLC | $400.1M | 4,140,505 | 0.03% | 10q | +32.0%+$97.0M |
| Hirtle & Co., LLC | $387.1M | 4,008,471 | 12.73% | 31q | +1.7%+$6.4M |
| Members Trust Co | $376.6M | 3,899,413 | 11.72% | 25q | HELD |
| SIGNATUREFD, LLC | $372.0M | 3,851,465 | 4.97% | 31q | +5.9%+$20.7M |
| RiverFront Investment Group, LLC | $363.4M | 3,762,914 | 4.81% | 31q | +14.9%+$47.2M |
| TD PRIVATE CLIENT WEALTH LLC | $357.9M | 3,705,860 | 6.58% | 27q | +9.2%+$30.1M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | $355.1M | 3,677,104 | 7.68% | 31q | +2.8%+$9.6M |
| Modera Wealth Management, LLC | $352.2M | 3,646,299 | 3.76% | 31q | +3.4%+$11.6M |
| SEI INVESTMENTS CO | $348.9M | 3,612,061 | 0.31% | 31q | +2.0%+$6.8M |
| Allspring Global Investments Holdings, LLC | $347.2M | 3,613,535 | 0.53% | 19q | +3.5%+$11.6M |
| Heritage Wealth Advisors | $342.3M | 3,543,932 | 11.75% | 31q | +14.8%+$44.2M |
| Bell Bank | $340.3M | 3,523,642 | 12.98% | 31q | -0.8%-$2.6M |
| &PARTNERS | $331.3M | 3,429,402 | 1.36% | 11q | +3.8%+$12.0M |
| Rockefeller Capital Management L.P. | $303.4M | 3,141,044 | 0.47% | 31q | +9.2%+$25.5M |
| Envestnet Portfolio Solutions, Inc. | $303.2M | 3,139,054 | 1.45% | 12q | +8.9%+$24.7M |
| Stairway Partners, LLC | $300.2M | 3,108,202 | 14.14% | 8q | +0.7%+$1.9M |
| Haverford Trust Co | $299.1M | 3,097,076 | 2.58% | 31q | +4.5%+$12.9M |
| MONETA GROUP INVESTMENT ADVISORS LLC | $281.1M | 2,910,642 | 2.08% | 31q | +8.4%+$21.9M |
| Focus Partners Wealth | $277.2M | 2,870,324 | 0.28% | 11q | -0.7%-$1.9M |
| COMMONWEALTH EQUITY SERVICES, LLC | $274.8M | 2,845,616 | 0.35% | 31q | HELD |
| Prime Capital Investment Advisors, LLC | $267.6M | 2,770,947 | 2.59% | 19q | +334.5%+$206.0M |
| RITHOLTZ WEALTH MANAGEMENT | $265.0M | 2,744,092 | 1.98% | 31q | +104.4%+$135.4M |
| Connecticut Wealth Management, LLC | $263.8M | 2,731,152 | 9.75% | 22q | +6.2%+$15.4M |
| Creative Planning | $262.4M | 2,717,102 | 0.15% | 31q | -1.3%-$3.5M |
| Quotient Wealth Partners, LLC | $256.0M | 2,650,160 | 6.04% | 11q | +2.9%+$7.3M |
| OpenArc Corporate Advisory, LLC | $247.4M | 2,561,392 | 2.94% | 3q | +9.3%+$21.1M |
| MAI Capital Management | $243.6M | 2,521,994 | 0.92% | 31q | +4.8%+$11.1M |
| Johnson Financial Group, Inc. | $241.5M | 2,500,607 | 7.94% | 31q | +29.3%+$54.7M |
| First Command Advisory Services, Inc. | $233.0M | 2,414,105 | 1.39% | 31q | -7.4%-$18.6M |
| FIRST CITIZENS BANK & TRUST CO | $230.6M | 2,387,887 | 3.45% | 31q | +18.3%+$35.7M |
| Passaic Partners LLC | $229.7M | 2,378,304 | 16.92% | 19q | +16.8%+$33.0M |
| OSAIC HOLDINGS, INC. | $223.8M | 2,316,888 | 0.26% | 26q | +5.0%+$10.7M |
| CHOREO, LLC | $223.0M | 2,309,310 | 2.45% | 24q | +4.9%+$10.5M |
| CITIZENS FINANCIAL GROUP INC/RI | $221.8M | 2,296,101 | 2.67% | 31q | HELD |
| NORTHERN TRUST CORP | $221.3M | 2,291,497 | 0.03% | 31q | +5.0%+$10.6M |
| Matson Money. Inc. | $217.5M | 2,251,588 | 6.06% | 27q | HELD |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $216.8M | 2,250,640 | 0.15% | new | NEW |
| NEUBERGER BERMAN GROUP LLC | $212.3M | 2,197,743 | 0.14% | 31q | +3.0%+$6.2M |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $208.9M | 2,163,492 | 0.31% | 3q | -24.2%-$66.6M |
| Retirement Investment Advisors, Inc. | $206.3M | 2,145,326 | 14.71% | 14q | +2.9%+$5.7M |
| Balentine LLC | $205.1M | 2,123,908 | 7.29% | 31q | -1.4%-$3.0M |
| Nuveen, LLC | $204.6M | 2,118,811 | 0.05% | 6q | +4.2%+$8.2M |
| WELLINGTON MANAGEMENT GROUP LLP | $200.6M | 2,077,341 | 0.03% | 31q | +115.1%+$107.4M |
| GREENLEAF TRUST | $198.6M | 2,056,736 | 1.91% | 31q | -3.8%-$7.8M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $193.4M | 1,993,012 | 0.32% | 31q | +1.0%+$1.8M |
| Investure, LLC | $189.0M | 1,956,850 | 11.81% | 29q | -20.6%-$49.0M |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | $182.2M | 1,886,270 | 2.28% | 34q | +3.8%+$6.7M |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | $179.5M | 1,858,958 | 7.77% | 26q | HELD |
| MIDLAND WEALTH ADVISORS, LLC | $179.4M | 1,857,171 | 8.43% | 11q | +0.5%+$956.5K |
| NEOS Investment Management LLC | $176.3M | 1,825,722 | 0.65% | 4q | +11.6%+$18.3M |
| Avidian Wealth Enterprises, LLC | $174.1M | 1,802,606 | 4.81% | 29q | +4.4%+$7.3M |
Showing the largest 100 of 2,454 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 |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 2,375 | $160.1B | 1,662,137,049 | 127 | 1,089 | 650 | 0.0% |
| Q1 2026 | 2,317 | $154.5B | 1,712,152,041 | 157 | 979 | 647 | 0.0% |
| Q4 2025 | 2,257 | $135.4B | 1,515,046,524 | 126 | 974 | 557 | 0.0% |
| Q3 2025 | 2,055 | $128.9B | 1,480,534,874 | 108 | 849 | 596 | 0.0% |
| Q2 2025 | 2,016 | $118.8B | 1,425,098,768 | 150 | 885 | 603 | 0.0% |
| Q1 2025 | 1,937 | $106.2B | 1,404,094,882 | 120 | 726 | 688 | 0.0% |
| Q4 2024 | 1,892 | $97.0B | 1,380,613,456 | 94 | 785 | 521 | 0.0% |
| Q3 2024 | 1,749 | $105.1B | 1,347,960,765 | 108 | 686 | 536 | 0.0% |
| Q2 2024 | 1,692 | $97.1B | 1,335,662,596 | 83 | 724 | 513 | 0.1% |
| Q1 2024 | 1,661 | $113.8B | 1,531,671,978 | 96 | 674 | 557 | 0.0% |
| Q4 2023 | 1,619 | $96.1B | 1,366,072,610 | 100 | 617 | 522 | 0.0% |
| Q3 2023 | 1,462 | $78.2B | 1,214,288,501 | 76 | 610 | 438 | 0.0% |
| Q2 2023 | 1,443 | $79.8B | 1,187,821,265 | 79 | 619 | 477 | 0.0% |
| Q1 2023 | 1,386 | $75.7B | 1,131,397,017 | 95 | 538 | 470 | 0.0% |
| Q4 2022 | 1,279 | $66.7B | 1,080,547,653 | 117 | 464 | 470 | 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 | 1,517 | $84.9B | 1,234,518,628 | 90 | 708 | 451 | 0.0% |
| Q4 2021 | 1,522 | $87.8B | 1,178,827,476 | 86 | 751 | 307 | 0.0% |
| Q3 2021 | 1,334 | $82.2B | 1,106,365,510 | 81 | 675 | 298 | 0.0% |
| Q2 2021 | 1,304 | $80.4B | 1,072,558,330 | 78 | 663 | 318 | 0.0% |
| Q1 2021 | 1,289 | $73.3B | 1,015,891,772 | 80 | 569 | 396 | 0.0% |
| Q4 2020 | 1,273 | $70.5B | 1,019,251,167 | 98 | 470 | 390 | 0.0% |
| Q3 2020 | 1,093 | $61.0B | 1,010,681,986 | 74 | 433 | 386 | 0.0% |
| Q2 2020 | 1,072 | $55.5B | 961,889,273 | 113 | 341 | 504 | 0.1% |
| Q1 2020 | 1,042 | $51.6B | 1,033,389,842 | 85 | 451 | 394 | 0.0% |
| Q4 2019 | 1,122 | $59.7B | 911,318,187 | 80 | 494 | 244 | 0.0% |
| Q3 2019 | 948 | $52.8B | 863,432,022 | 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% |