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Disclosery

IEFA ISHARES TR

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SHS (fund)

1,982 managers (2,004 13F filers) reported a position in IEFA shares at 2024-12-31, 1,415,687,260 shares in all. 104 filers opened a position and 96 filers sold out during the quarter.

Managers
1,982
13F filers
2,004
New
104
Added
908
Reduced
603
Sold out
96
Shares held by filers
1,415,687,260

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Valeo Financial Advisors, LLC625,314$43.9M1.23%-16,92713F-HRTimeline
Pacific Capital Wealth Advisors, Inc.623,479$43.8M7.32%-1913F-HRTimeline
Ledyard National Bank622,492$43.7M4.12%-17,02513F-HRTimeline
BLAIR WILLIAM & CO/IL621,315$43.7M0.13%+42,76113F-HRTimeline
Brickley Wealth Management607,869$42.7M8.67%+11,11113F-HRTimeline
Marcum Wealth, LLC600,912$42.2M3.66%-8,21413F-HRTimeline
Atria Investments, Inc597,700$42M0.52%+47,16613F-HRTimeline
ASPIRIANT, LLC596,334$41.9M1.51%+42,58113F-HRTimeline
GREAT LAKES ADVISORS, LLC584,653$41.1M0.35%+165,00213F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding583,866$41M-70,868Timeline
BOK Financial Private Wealth, Inc.581,103$40.8M2.97%-1,95713F-HRTimeline
Composition Wealth, LLC581,078$40.8M0.83%+95,95913F-HRTimeline
Colony Family Offices, LLC573,576$40.3M12.66%+2,55613F-HRTimeline
AE Wealth Management LLC570,984$40.1M0.34%+11,54813F-HRTimeline
DAVENPORT & Co LLC565,539$39.7M0.23%+26,72413F-HRTimeline
Rockbridge Investment Management, LCC565,010$39.7M5.09%+98,62813F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC560,749$39.4M3.11%-2,86113F-HRTimeline
BANK OF HAWAII560,227$39.4M2.18%+26,22513F-HRTimeline
SOUTHERN FARM BUREAU LIFE INSURANCE556,709$39.1M5.56%013F-HRTimeline
Starr Indemnity & Liability Co553,126$38.9M19.2%13F-HRTimeline
Revolve Wealth Partners, LLC551,668$38.8M5.76%+19,94113F-HR/ATimeline
WADDELL & ASSOCIATES, LLC551,554$38.8M3.95%+9,31813F-HR/ATimeline
Wescott Financial Advisory Group, LLC540,610$38M3.94%+70813F-HRTimeline
Strategies Wealth Advisors, LLC508,555$37.9M4.72%-12,14913F-HRTimeline
RMR Wealth Builders534,340$37.6M3.88%+46,76613F-HR/ATimeline
Disciplina Capital Management LLC534,250$37.5M6.33%-16,47313F-HRTimeline
CITIGROUP INCin group CITIGROUP INC533,545$37.5M0.04%+49,04013F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC532,295$37.4M0.17%-273,24813F-HRTimelineGroup
Northwest Quadrant Wealth Management, L…531,557$37.4M8.5%-17,04413F-HRTimeline
FINANCIAL COUNSELORS INC523,996$36.8M0.54%+67,49513F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC509,777$35.8M1.03%-3,315,53513F-HRTimeline
iA Global Asset Management Inc.501,651$35.3M0.62%-22,34113F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC501,129$35.2M0.04%+17,44913F-HRTimelineGroup
Jordan Park Group LLC498,960$35.1M2.59%+19,44113F-HRTimeline
Conrad Siegel Investment Advisors, Inc.498,648$35M9.44%+9,61113F-HRTimeline
Beacon Pointe Advisors, LLC498,219$35M0.39%-1,03613F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC496,671$34.9M6.56%+31,34513F-HRTimeline
LAKE STREET ADVISORS GROUP, LLC495,218$34.8M1.6%-13,49913F-HRTimeline
Atria Wealth Solutions, Inc.490,137$34.4M0.38%+66,52013F-HRTimeline
Strategic Investment Advisors / MI486,901$34.2M3.63%+21,55113F-HRTimeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…482,595$33.9M11.65%+35,50013F-HRTimeline
Fusion Family Wealth, LLC481,193$33.8M3.1%-3,63213F-HRTimeline
Crewe Advisors LLC480,786$33.8M4.66%+287,67713F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC480,585$33.8M0.72%+66,73213F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC477,187$33.5M0.82%+24,35913F-HRTimeline
Larson Financial Group LLC475,614$33.4M1.73%+58,55913F-HRTimeline
Galvin, Gaustad & Stein, LLC471,680$33.1M2.97%-41,45713F-HRTimeline
Crestwood Advisors Group, LLC467,275$32.8M0.62%+7,61413F-HRTimeline
BLB&B Advisors, LLC456,689$32.1M1.64%+73,44413F-HRTimeline
CGC Financial Services, LLC452,746$31.8M12.68%+22,03313F-HRTimeline
Stash Investments, LLC448,260$31.5M17.79%+64,23213F-HRTimeline
STERLING INVESTMENT ADVISORS LLC /ADV447,790$31.5M18.39%+17,92513F-HRTimeline
MCF Advisors LLC440,052$30.9M2.17%-20,72513F-HRTimeline
Global Wealth Strategies & Associates436,369$30.7M9.59%+18,64913F-HRTimeline
First Citizens Asset Management, Inc.428,948$30.1M11.03%+64,74813F-HR/ATimeline
Acropolis Investment Management, LLC427,410$30M1.77%+39,53313F-HRTimeline
Probity Advisors, Inc.427,201$30M5.78%+45,74213F-HRTimeline
Parkside Investments, LLC425,416$29.9M4.48%+32,25713F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…423,721$29.8M0.81%-26,15113F-HRTimelineGroup
NISA INVESTMENT ADVISORS, LLC422,350$29.7M0.12%+362,35013F-HRTimeline
Summit Financial, LLC422,118$29.7M1.04%+78,35313F-HRTimeline
Cranbrook Wealth Management, LLC421,937$29.7M6.87%+6,90913F-HRTimeline
Abundance Wealth Counselors420,833$29.6M6.44%+65213F-HRTimeline
Financial Engines Advisors L.L.C.420,484$29.6M0.06%+10,33113F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC420,425$29.5M0.03%-131,34913F-HRTimeline
Fairhaven Wealth Management, LLC417,732$29.4M9.18%+7,07213F-HRTimeline
AXIOM INVESTORS LLC /DE413,500$29.1M0.21%+53,10013F-HRTimeline
CUTLER INVESTMENT COUNSEL LLC406,202$28.5M3.55%+46,78413F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/402,979$28.3M<0.01%+69,98013F-HRTimeline
Regent Peak Wealth Advisors LLC400,145$28.1M6.31%+124,99113F-HR/ATimeline
WHITTIER TRUST CO392,524$27.6M0.36%-16,18813F-HRTimeline
STRATEGIC INVESTMENT MANAGEMENT, LLC391,620$27.5M9.49%+242,70013F-HRTimeline
Shelter Mutual Insurance Cogroup of 2 filers holding384,837$27M0Timeline
Smith & Howard Wealth Management, LLC384,278$27M7.64%+19,97013F-HRTimeline
Tarbox Family Office, Inc.382,879$26.9M4.44%+2,00213F-HRTimeline
Ritter Daniher Financial Advisory LLC /…380,233$26.7M7.54%+2,12713F-HRTimeline
Community Bank, N.A.379,097$26.6M3.42%-2,06413F-HRTimeline
Opus Capital Group, LLC370,973$26.1M3.31%+10,63113F-HRTimeline
Bishop & Co Investment Management, LLC368,934$25.9M9.89%+15,49313F-HRTimeline
Empire Life Investments Inc.364,126$25.6M1.61%+17,50813F-HRTimeline
HANCOCK WHITNEY CORP363,960$25.6M0.81%-38,43213F-HRTimeline
Conrad N. Hilton Foundation361,990$25.4M17.81%-770,29313F-HRTimeline
Montis Financial, LLC360,623$25.3M7.83%-8,41813F-HRTimeline
CWM, LLCin group CWM, LLC360,062$25.3M0.11%-24,34913F-HRTimelineGroup
University of Massachusetts Foundation,…359,506$25.3M13.59%013F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC353,600$24.9M0.01%-37,80013F-HRTimelineGroup
Long Run Wealth Advisors, LLC350,442$24.6M5.9%+26,77413F-HRTimeline
C V STARR & CO INC345,704$24.3M18.96%13F-HRTimeline
Beacon Bank & Trust343,097$24.1M5.61%+6,43913F-HRTimeline
NEW ENGLAND ASSET MANAGEMENT INC342,800$24.1M4.11%013F-HRTimeline
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC340,959$24M0.28%013F-HRTimelineGroup
Marion Wealth Management340,605$23.9M6.35%+8,61813F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC336,019$23.6M2.31%+12,71213F-HRTimeline
Private Advisor Group, LLC334,352$23.5M0.13%-21,26313F-HRTimeline
Safeguard Financial, LLC332,071$23.3M5.07%+50,84613F-HRTimeline
RPTC Inc.331,846$23.3M4.75%+1,37013F-HRTimeline
Dean, Jacobson Financial Services, LLC331,843$23.3M17.81%+12,74013F-HRTimeline
Iowa State Bank331,241$23.3M4.84%+13,48913F-HRTimeline
Tull Financial Group, Inc.329,768$23.2M13.98%+13,47513F-HRTimeline
MassMutual Private Wealth & Trust, FSB329,636$23.2M0.65%+56,65013F-HRTimeline
Financial Advocates Investment Manageme…326,237$22.9M1.31%+3,04113F-HRTimeline
Global Retirement Partners, LLC325,954$22.9M0.66%+34,38613F-HRTimeline
MACKENZIE FINANCIAL CORP325,759$22.9M0.03%-98,02413F-HR/ATimeline
Archford Capital Strategies, LLC324,963$22.8M3.45%-2,24113F-HRTimeline
Bull Oak Capital, LLC323,312$22.7M12.64%+32,60013F-HRTimeline
Tennessee Valley Asset Management Partn…322,726$22.7M3.8%+45313F-HRTimeline
New Perspectives, Inc322,326$22.7M12.14%+7,01913F-HRTimeline
Ironsides Asset Advisors, LLC321,861$22.6M6.49%+40,00013F-HRTimeline
Towercrest Capital Management319,098$22.4M3.62%+4,26113F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…319,085$22.4M4.39%+41,21213F-HRTimelineGroup
Dynamic Advisor Solutions LLC318,806$22.4M0.97%-48,96213F-HRTimeline
RIVERSEDGE ADVISORS, LLC318,443$22.4M5.06%-2,41713F-HRTimeline
OLD NATIONAL BANCORP /IN/318,117$22.4M0.53%-1,62113F-HRTimeline
Mesirow Financial Investment Management…317,270$22.3M0.44%+6,56613F-HRTimeline
Shoker Investment Counsel, Inc.317,132$22.3M7.53%-1,46013F-HRTimeline
Twele Capital Management, Inc.316,375$22.2M4.71%+23,96113F-HRTimeline
Heck Capital Advisors, LLC313,743$22M2.53%+19,29013F-HR/ATimeline
JFS WEALTH ADVISORS, LLC313,099$22M1.5%+6,52713F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management310,111$21.8M0.68%+47,81813F-HRTimelineGroup
Bare Financial Services, Inc307,944$21.6M8.7%+21,68713F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC306,923$21.6M0.22%-80,91313F-HRTimelineGroup
Turtle Creek Wealth Advisors, LLC303,971$21.4M4.93%-100,16213F-HRTimeline
Farther Finance Advisors, LLC298,767$21M0.76%+36,73413F-HRTimeline
MBL Wealth, LLC293,304$20.6M2.07%+7,45113F-HRTimeline
GHP Investment Advisors, Inc.293,139$20.6M0.96%+20,01813F-HRTimeline
Neumann Capital Management, LLC292,989$20.6M6.84%+14,95413F-HRTimeline
Wela Strategies, Inc.286,723$20.2M8.69%+12,88413F-HRTimeline
PROFESSIONAL ADVISORY SERVICES INC286,279$20.1M2.78%+6,14513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Portland Global Advisors LLC284,249$20M2.53%+10,43213F-HRTimeline
Martel Wealth Advisors LLC284,071$20M3.9%-39613F-HRTimeline
Stephens Consulting, LLC283,357$19.9M4.99%+11,89713F-HRTimeline
WEST PACES ADVISORS INC.282,721$19.9M4.85%-1,92213F-HRTimeline
WASHINGTON TRUST Co279,812$19.7M0.71%+53713F-HRTimeline
Great Diamond Partners, LLC277,503$19.5M5.04%+3,44313F-HRTimeline
CONDOR CAPITAL MANAGEMENT274,557$19.3M1.7%+6,50213F-HRTimeline
West Financial Advisors, LLC274,546$19.3M3.72%+15,31913F-HRTimeline
World Investment Advisors273,758$19.2M0.53%+161,94913F-HRTimeline
CW Advisors, LLC273,749$19.2M0.26%-10,01113F-HRTimeline
Hudson Capital Management LLC271,756$19.1M5.94%-6,91413F-HRTimeline
Broadview Financial Management, LLC270,393$19M13.59%+1,74413F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC269,709$19M1.48%+11,31213F-HRTimeline
JSF Financial, LLC268,123$18.8M5.04%+6,50713F-HRTimeline
Resonant Capital Advisors, LLC265,816$18.7M1.36%+4,06513F-HRTimeline
Venture Visionary Partners LLC265,570$18.7M0.79%+4,78813F-HR/ATimeline
Fort Point Capital Partners LLC264,304$18.6M2.08%-161,86813F-HRTimeline
Arvest Bank Trust Division252,724$17.8M1.07%-9513F-HRTimeline
NorthLanding Financial Partners, LLC251,858$17.7M17.86%+12,29413F-HRTimeline
FIRST NATIONAL BANK & TRUST CO OF NEWTO…251,362$17.7M3.69%-16,91613F-HRTimeline
COMMERCE BANKin group COMMERCE BANK251,106$17.6M0.11%-2,95813F-HRTimelineGroup
MTC Wealth Management LLC250,937$17.6M8.49%+62113F-HRTimeline
Atlantic Edge Private Wealth Management…249,806$17.6M5.44%-7,01813F-HRTimeline
ZACKS INVESTMENT MANAGEMENT249,339$17.5M0.16%+20,46513F-HRTimeline
Guidance Point Advisors, LLC247,224$17.4M4.88%+5,61313F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC247,109$17.4M0.03%+235,94813F-HRTimelineGroup
Venturi Wealth Management, LLC246,263$17.3M0.85%-4,04913F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC245,188$17.2M1.01%+1,37113F-HRTimeline
Proquility Private Wealth Partners, LLC241,183$17M5.46%+9,70713F-HRTimeline
Sovereign Investment Advisors, LLC239,975$16.9M5.02%+3,82913F-HRTimeline
Integrated Advisors Network LLC237,352$16.7M0.8%-8,50013F-HRTimeline
MYCIO WEALTH PARTNERS, LLC236,882$16.6M3.99%+11,54613F-HRTimeline
MIdWestOne Financial Group, Inc.236,510$16.6M2.33%+18,13013F-HRTimeline
Affiance Financial, LLC236,401$16.6M3.97%+3,37313F-HRTimeline
S. R. Schill & Associates234,608$16.5M13.79%-17,38713F-HRTimeline
Freedom Investment Management, Inc.234,121$16.5M1.37%-11,83213F-HRTimeline
ENCOMPASS WEALTH ADVISORS, LLC233,834$16.4M6.64%+13,95213F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC233,274$16.4M0.94%-2,70313F-HRTimeline
Wealth Architects, LLC232,815$16.4M1.85%-1,48913F-HRTimeline
Strategic Point Investment Advisors, LLC231,002$16.2M2.65%-169,01213F-HRTimeline
Independent Advisor Alliance228,474$16.1M0.21%+198,76413F-HRTimeline
Geneos Wealth Management Inc.224,960$15.8M0.55%+85813F-HRTimeline
Perigon Wealth Management, LLC221,109$15.7M0.39%+8,57913F-HRTimeline
LCNB CORP223,219$15.7M5.72%+1,74013F-HRTimeline
DOHJ, LLC221,891$15.6M3.6%-21,88713F-HRTimeline
SageView Advisory Group, LLC219,422$15.4M0.66%+72,89913F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP219,153$15.4M0.22%+37,25613F-HRTimeline
Texas Yale Capital Corp.219,118$15.4M0.62%+10,10113F-HRTimeline
Balentine LLC219,070$15.4M0.63%-80113F-HRTimeline
Forvis Mazars Wealth Advisors, LLC218,507$15.4M0.35%-11,04613F-HRTimeline
O'Dell Group, LLC218,368$15.3M3.47%-22313F-HRTimeline
SCOTIA CAPITAL INC.217,750$15.3M0.08%+115,39313F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC212,427$14.9M1.24%+2,62313F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC210,364$14.8M0.54%-6,30413F-HRTimeline
Sowell Financial Services LLC209,321$14.7M0.77%+27,88313F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC208,615$14.7M0.12%-5,45713F-HRTimelineGroup
WBH ADVISORY INC208,158$14.6M1.36%-49,94513F-HRTimeline
ROGCO, LP207,814$14.6M5.95%+1,47013F-HRTimeline
Bahl & Gaynor LLC207,042$14.6M0.08%+11,49213F-HRTimeline
LINCOLN CAPITAL CORP206,815$14.5M5.97%+2,08413F-HRTimeline
LOWE BROCKENBROUGH & CO INC206,717$14.5M0.93%+13,09913F-HRTimeline
Wick Capital Partners, LLC156,131$14.5M4.28%+6,02613F-HR/ATimeline
Core Wealth Advisors, Inc.205,095$14.4M4.75%-6,62913F-HRTimeline
Invesco Ltd.in group Invesco Ltd.204,826$14.4M<0.01%+183,07613F-HRTimelineGroup
Argent Advisors, Inc.204,514$14.4M5.33%+2,19413F-HRTimeline
Ullmann Wealth Partners Group, LLC204,363$14.4M1.85%-16,27713F-HRTimeline
Crescent Grove Advisors, LLC203,691$14.3M1.42%-4913F-HRTimeline
Main Management LLCin group Main Management ETF Advisors,…203,146$14.3M1.17%+5,78913F-HRTimelineGroup
McAdam, LLC203,064$14.3M0.78%+15,09213F-HRTimeline
Curi Capital, LLC202,164$14.2M0.33%+3,33413F-HRTimeline
Octavia Wealth Advisors, LLC202,105$14.2M1.72%+20,23113F-HRTimeline
Topel & Distasi Wealth Management, LLC200,877$14.1M6.05%+4,50513F-HRTimeline