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Disclosery

IEFA ISHARES TR

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SHS (fund)

2,018 managers (2,042 13F filers) reported a position in IEFA shares at 2025-03-31, 1,438,892,279 shares in all. 121 filers opened a position and 74 filers sold out during the quarter.

Managers
2,018
13F filers
2,042
New
121
Added
811
Reduced
795
Sold out
74
Shares held by filers
1,438,892,279

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Prosperity Planning, Inc.2,754$208K0.07%-26213F-HRTimeline
Pines Wealth Management, LLC3,061$208K0.1%-60613F-HRTimeline
Clear Creek Financial Management, LLC2,742$207K0.02%-74413F-HRTimeline
Baring Financial LLC2,732$207K0.17%-26213F-HRTimeline
Kapstone Financial Advisors LLC2,721$206K0.12%new13F-HRTimeline
Level Wealth Management LLC2,719$206K0.13%new13F-HRTimeline
Atlas Brown,Inc.2,719$206K0.07%new13F-HRTimeline
Activest Wealth Management2,711$205K0.06%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC2,710$205K0.01%013F-HRTimeline
Fortis Advisors, LLC2,710$205K0.13%new13F-HRTimeline
Alpha Cubed Investments, LLC2,707$205K0.01%new13F-HRTimeline
Armor Investment Advisors, LLC2,683$203K0.08%new13F-HRTimeline
Beaumont Financial Advisors, LLC2,645$200K0.02%new13F-HRTimeline
Smithfield Trust Co2,651$200K0.01%-24913F-HRTimeline
Mascoma Wealth Management LLC2,615$198K0.05%+4813F-HRTimeline
Brooklyn Investment Group2,554$193K0.04%+1,03913F-HRTimeline
Private Wealth Management Group, LLC2,525$191K0.07%-6013F-HRTimeline
IMG Wealth Management, Inc.2,519$191K0.17%-68513F-HRTimeline
Tidemark, LLC2,477$187K0.07%-5,01413F-HRTimeline
Tanglewood Legacy Advisors, LLC2,462$186K0.08%013F-HRTimeline
PROFFITT & GOODSON INC2,457$186K0.03%013F-HRTimeline
Signature Resources Capital Management,…2,429$184K0.16%+65313F-HRTimeline
Mowery & Schoenfeld Wealth Management, …2,357$178K0.35%new13F-HRTimeline
Clearstead Trust, LLC2,331$176K0.04%013F-HRTimeline
Richardson Capital Management LLC2,326$176K0.11%-1113F-HRTimeline
Provident Wealth Management, LLC2,324$176K0.06%+60013F-HRTimeline
Parkworth Wealth Management, Inc.2,277$172K0.14%-9013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC2,268$172K0.02%-11713F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…2,166$166K<0.01%013F-HRTimeline
Beaird Harris Wealth Management, LLC2,191$166K0.01%+76213F-HRTimeline
OPTIMUM INVESTMENT ADVISORS2,175$165K0.08%+24913F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC2,263$159K0.01%013F-HRTimeline
North Ridge Wealth Advisors, Inc.2,012$152K0.1%-4613F-HRTimeline
Avondale Wealth Management2,000$151K0.1%013F-HRTimeline
BOKF, NAin group BOKF, NA1,993$151K<0.01%-55513F-HRTimelineGroup
MOTCO1,989$150K0.02%+6013F-HRTimeline
Smallwood Wealth Investment Management,…1,779$135K0.08%new13F-HRTimeline
Stelac Advisory Services LLC1,770$134K0.06%new13F-HRTimeline
BFSG, LLC1,752$133K0.02%013F-HRTimeline
ABOUND FINANCIAL, LLC1,727$131K0.07%new13F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.1,718$130K0.09%+1,20413F-HRTimeline
Pillar Financial Advisors, LLC1,663$126K0.09%013F-HRTimeline
Millstone Evans Group, LLC1,637$124K0.08%013F-HRTimeline
LFA - Lugano Financial Advisors SA1,628$123K0.08%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…1,624$123K0.05%-2913F-HRTimeline
Bradley & Co. Private Wealth Management…1,617$122K0.08%013F-HRTimeline
Kathleen S. Wright Associates Inc.1,601$121K0.05%new13F-HRTimeline
Wood Tarver Financial Group, LLC1,599$121K0.04%013F-HRTimeline
Compass Wealth Management LLC1,593$121K0.03%+11613F-HRTimeline
Pacifica Partners Inc.1,611$120K0.05%-35513F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department1,572$119K0.04%+1,02313F-HRTimelineGroup
Tradewinds Capital Management, LLC1,571$119K0.03%013F-HRTimeline
Collier Financial1,561$118K0.1%+42913F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC1,518$115K0.08%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC1,514$115K0.02%+18513F-HRTimeline
Lindbrook Capital, LLC1,502$114K0.01%-1,42213F-HRTimeline
LGT Financial Advisors LLC1,495$113K0.35%013F-HRTimeline
Robinswood Financial LLC1,471$111K0.04%013F-HRTimeline
Hemington Wealth Management1,464$110K0.02%013F-HRTimeline
Pineridge Advisors LLC1,446$109K0.04%-35213F-HRTimeline
Centricity Wealth Management, LLC1,422$108K0.1%013F-HRTimeline
Indiana Trust & Investment Management Co1,403$106K0.04%-413F-HRTimeline
OAKWORTH CAPITAL, INC.1,402$106K0.01%+36413F-HRTimeline
Kopp Family Office, LLC1,400$106K0.07%013F-HRTimeline
Salomon & Ludwin, LLC1,378$104K0.01%-7013F-HRTimeline
GPS Wealth Strategies Group, LLC1,346$102K0.01%+32013F-HRTimeline
AMERIFLEX GROUP, INC.1,340$101K0.04%-88613F-HRTimeline
Crews Bank & Trust1,311$99.2K0.02%013F-HRTimeline
Holos Integrated Wealth LLC1,294$97.9K0.06%013F-HRTimeline
PSI Advisors, LLC1,291$97.7K0.03%-99313F-HRTimeline
Reyes Financial Architecture, Inc.1,290$97.6K0.07%013F-HRTimeline
Pandora Wealth, Inc.1,280$96.8K0.06%13F-HRTimeline
Minot DeBlois Advisors LLC1,275$96.5K0.1%-13513F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC1,211$91.6K<0.01%-1,61713F-HRTimelineGroup
Barnes Dennig Private Wealth Management…1,204$91.1K0.14%13F-HRTimeline
Stone House Investment Management, LLC1,166$88.2K0.02%new13F-HRTimeline
Redwood Park Advisors LLC1,136$85.9K0.07%+10913F-HRTimeline
Newton One Investments LLC1,133$85.7K0.03%-93013F-HRTimeline
Dunhill Financial, LLC1,139$85.6K0.04%+1413F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN1,130$85.5K0.01%013F-HRTimeline
Nova Wealth Management, Inc.1,104$83.5K0.07%-42113F-HR/ATimeline
Provenance Wealth Advisors, LLC1,071$81K0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…1,057$80K0.06%+92313F-HRTimelineGroup
CALDWELL SUTTER CAPITAL, INC.1,054$79.7K0.04%013F-HRTimeline
Piscataqua Savings Bank1,050$79.4K0.07%013F-HRTimeline
Tacita Capital Inc1,049$79.4K0.06%013F-HRTimeline
Wealth Preservation Advisors, LLC1,039$78.6K0.06%13F-HRTimeline
Cliffwater LLC1,036$78.4K0.02%013F-HRTimeline
SRH ADVISORS, LLC1,026$77.6K0.02%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC990$74.9K0.02%013F-HRTimelineGroup
Kiker Wealth Management, LLC969$73.3K0.05%new13F-HRTimeline
FSA Wealth Management LLC579$70.1K0.03%+9213F-HRTimeline
CarsonAllaria Wealth Management, Ltd.922$69.7K0.04%013F-HRTimeline
MONTAG A & ASSOCIATES INC871$65.9K<0.01%-1,47313F-HRTimeline
Roxbury Financial LLC872$65.7K0.06%+513F-HRTimeline
HHM Wealth Advisors, LLC868$65.7K0.01%+15513F-HRTimeline
Glen Eagle Advisors, LLC853$64.5K0.01%+17713F-HRTimeline
SIERRA OCEAN, LLC846$64K0.05%013F-HRTimeline
UNION SAVINGS BANK841$63.6K0.03%+34013F-HRTimeline
PFS Partners, LLC839$63.5K0.03%013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC838$63.4K0.01%+20513F-HRTimelineGroup
First Pacific Financial813$61.5K0.01%013F-HRTimeline
Evelyn Partners Asset Management Ltdin group Evelyn Partners Group Ltd801$60.6K0.02%013F-HR/ATimelineGroup
Longview Financial Advisors LLC795$60.1K0.04%-5513F-HRTimeline
MRP Capital Investments, LLC790$59.8K0.06%013F-HRTimeline
N.E.W. Advisory Services LLC778$58.9K<0.01%new13F-HRTimeline
FIDUCIARY ADVISORS, INC.752$56.9K0.06%013F-HRTimeline
Twin Lakes Capital Management, LLC742$56.1K0.04%new13F-HRTimeline
Missouri Trust & Investment Co700$53K0.02%013F-HRTimeline
First PREMIER Bank688$52K0.01%013F-HRTimeline
MTM Investment Management, LLC680$51.6K0.02%013F-HRTimeline
ATWOOD & PALMER INC663$50.2K<0.01%013F-HRTimeline
SITTNER & NELSON, LLC658$49.8K0.02%013F-HRTimeline
Davis Capital Management654$49.5K0.04%013F-HRTimeline
United Community Bankin group United Community Bank631$47.7K0.02%+37513F-HRTimelineGroup
PIN OAK INVESTMENT ADVISORS INC615$47K0.04%013F-HRTimeline
McClarren Financial Advisors, Inc.483$47K0.03%+36113F-HRTimeline
HOEY INVESTMENTS, INC609$46.1K0.01%new13F-HRTimeline
Grey Ledge Advisors, LLC594$44.9K0.01%-4,77313F-HRTimeline
Truvestments Capital LLC588$44.5K0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.580$43.9K0.02%013F-HRTimeline
Transce3nd, LLC565$42.7K0.02%-42413F-HRTimeline
Cape Investment Advisory, Inc.553$41.9K0.02%+11213F-HRTimeline
Quest 10 Wealth Builders, Inc.543$41.1K0.04%+16413F-HRTimeline
Kimelman & Baird, LLC542$41K<0.01%013F-HRTimeline
AllSquare Wealth Management LLC531$40.2K0.02%013F-HRTimeline
Hughes Financial Services, LLC522$39.6K0.01%new13F-HRTimeline
Breakwater Investment Management519$39.3K0.02%013F-HRTimeline
Hanson & Doremus Investment Management511$39K0.01%+14713F-HRTimeline
Medallion Wealth Advisors, LLC508$38.5K0.02%-7613F-HRTimeline
Comprehensive Financial Planning, Inc./…509$38.5K0.04%+8213F-HRTimeline
Turim 21 Investimentos Ltda.464$35.1K0.01%new13F-HRTimeline
FIRST COMMUNITY TRUST NA443$33.5K0.03%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…439$33.2K0.01%+5613F-HRTimeline
Farmers & Merchants Trust Co of Chamber…419$32K0.01%013F-HRTimeline
Integrity Financial Corp /WA396$30K0.02%013F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC384$29.1K<0.01%-62513F-HRTimeline
Blume Capital Management, Inc.383$29K0.01%+3313F-HRTimeline
IFS Advisors, LLC379$28.7K0.02%new13F-HRTimeline
Hopwood Financial Services, Inc.378$28.6K0.02%-1513F-HRTimeline
Main Street Group, LTD377$28.5K0.01%-19313F-HRTimeline
Peoples Bank/KS375$28.4K0.02%013F-HRTimeline
Darwin Wealth Management, LLC384$27K0.01%013F-HRTimeline
Cornerstone Planning Group LLC350$26.9K0.01%013F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC351$26.6K0.01%-4613F-HRTimeline
WFA Asset Management Corp348$25.9K0.01%new13F-HRTimeline
Curat Global, LLC339$25.6K0.03%13F-HRTimeline
Moisand Fitzgerald Tamayo, LLC334$25.3K<0.01%-28813F-HRTimeline
Horizons Wealth Management321$24.3K0.02%013F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.317$24K<0.01%-56213F-HRTimeline
Pacific Center for Financial Services314$23.8K0.01%013F-HRTimeline
von Borstel & Associates, Inc.305$23K0.01%new13F-HRTimeline
Flaharty Asset Management, LLC302$22.8K<0.01%new13F-HRTimeline
Iron Horse Wealth Management, LLC292$22.1K0.01%013F-HRTimeline
ZynergyRetirementPlanningLLC266$18.7K0.01%013F-HRTimeline
Nemes Rush Group LLC244$18.5K<0.01%013F-HRTimeline
Strengthening Families & Communities, L…244$18.5K0.01%013F-HRTimeline
Strategic Investment Solutions, Inc. /IL226$17.1K<0.01%013F-HRTimeline
Navigoe, LLC229$17K0.01%new13F-HRTimeline
New Millennium Group LLC224$16.9K0.01%-3813F-HRTimeline
SJS Investment Consulting Inc.222$16.8K<0.01%013F-HRTimeline
Accredited Wealth Management, LLC219$16.6K0.01%013F-HRTimeline
Coston, McIsaac & Partners214$16K<0.01%+13313F-HRTimeline
Bullock Wealth Management Group208$15.8K0.01%013F-HRTimeline
Promus Capital, LLC200$15.1K0.01%013F-HR/ATimeline
Capital A Wealth Management, LLC199$15.1K0.02%+18813F-HRTimeline
Cloud Capital Management, LLC209$15K0.01%13F-HRTimeline
Financial Network Wealth Advisors LLC197$14.9K0.02%013F-HRTimeline
McIlrath & Eck, LLC191$14.5K<0.01%013F-HRTimeline
Perkins Coie Trust Co190$14.4K<0.01%013F-HRTimeline
NFSG Corp188$14.2K<0.01%-26013F-HRTimeline
DUNCKER STREETT & CO INC188$14.2K<0.01%013F-HRTimeline
Bank & Trust Co188$14.2K0.01%013F-HRTimeline
Tower View Wealth Management LLC177$13.4K0.01%-8613F-HRTimeline
Anderson Financial Strategies, LLC175$13.2K0.01%-10013F-HRTimeline
CNB Bank173$13.1K0.01%013F-HRTimeline
Guardian Wealth Management, Inc.165$12.5K0.01%-113F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC162$12.2K0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC159$12K<0.01%-22413F-HRTimeline
EQ WEALTH ADVISORS, LLC157$11.9K0.01%new13F-HRTimeline
Graney & King, LLC148$11.2K0.01%new13F-HRTimeline
CURIO WEALTH, LLC1$11K0.08%-15513F-HRTimeline
Park Square Financial Group, LLC136$10.3K0.01%013F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC134$10.1K<0.01%-4413F-HRTimeline
Orion Capital Management LLC131$9.91K<0.01%013F-HRTimeline
Sellwood Investment Partners LLC129$9.76K0.01%013F-HRTimeline
DecisionPoint Financial, LLC128$9.68K<0.01%013F-HRTimeline
CROWLEY WEALTH MANAGEMENT, INC.122$9.23K0.01%013F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…116$8.78K<0.01%new13F-HRTimelineGroup
FLAGSHIP WEALTH ADVISORS, LLC108$8.17K<0.01%-56613F-HR/ATimeline
Front Row Advisors LLC100$7.57K<0.01%013F-HRTimeline
Murphy & Mullick Capital Management Corp100$7.57K0.01%013F-HRTimeline
Prudent Man Investment Management, Inc.99$6.96K<0.01%013F-HRTimeline
MJT & Associates Financial Advisory Gro…88$6.66K0.01%13F-HRTimeline
North Capital, Inc.88$6.66K0.01%13F-HRTimeline
Raleigh Capital Management Inc.83$6.3K<0.01%-19213F-HRTimeline
IMA Advisory Services, Inc.71$5.37K<0.01%new13F-HRTimeline
ROSS\JOHNSON & Associates LLC70$5.32K0.09%013F-HRTimeline
Cheviot Value Management, LLC66$5.29K<0.01%new13F-HRTimeline
CARDIFF PARK ADVISORS, LLC68$5.14K<0.01%013F-HRTimeline