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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
Shepherd Financial Partners LLC607,864$46M5.39%-78,80513F-HRTimeline
DAVENPORT & Co LLC607,163$45.9M0.27%+41,62413F-HRTimeline
Atria Investments, Inc602,494$45.6M0.58%+4,79413F-HRTimeline
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV598,189$45.3M1.3%-88,49013F-HR/ATimeline
FINANCIAL COUNSELORS INC597,731$45.2M0.69%+73,73513F-HRTimeline
Marcum Wealth, LLC596,246$45.1M3.9%-4,66613F-HRTimeline
BOK Financial Private Wealth, Inc.594,352$45M3.38%+13,24913F-HRTimeline
Revolve Wealth Partners, LLC592,187$44.8M6.48%+40,51913F-HRTimeline
Rockbridge Investment Management, LCC578,220$43.7M5.18%+13,21013F-HRTimeline
Colony Family Offices, LLC576,669$43.6M13.61%+3,09313F-HRTimeline
Pacific Capital Wealth Advisors, Inc.573,573$43.4M7.5%-49,90613F-HRTimeline
WADDELL & ASSOCIATES, LLC566,512$42.9M5.2%+14,95813F-HR/ATimeline
LBMC INVESTMENT ADVISORS, LLC565,881$42.8M3.35%+5,13213F-HRTimeline
BANK OF HAWAII560,227$42.4M2.43%013F-HRTimeline
Disciplina Capital Management LLC556,113$42.1M6.12%+21,86313F-HRTimeline
Starr Indemnity & Liability Co553,126$41.8M20.26%013F-HRTimeline
Parcion Private Wealth LLC551,208$41.7M3.4%new13F-HRTimeline
RMR Wealth Builders546,585$41.3M4.35%+12,24513F-HRTimeline
Composition Wealth, LLC539,611$40.8M0.82%-41,46713F-HRTimeline
Wescott Financial Advisory Group, LLC533,696$40.4M4.19%-6,91413F-HRTimeline
Fusion Family Wealth, LLC531,175$40.2M3.7%+49,98213F-HRTimeline
Geneos Wealth Management Inc.527,193$39.9M0.58%+302,23313F-HRTimeline
Strategic Investment Advisors / MI523,682$39.6M4.2%+36,78113F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC520,864$39.4M7.25%+24,19313F-HRTimeline
Crewe Advisors LLC512,575$38.8M5.45%+31,78913F-HRTimeline
Jordan Park Group LLC511,370$38.7M2.81%+12,41013F-HRTimeline
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC509,110$38.5M0.11%-368,94713F-HRTimelineGroup
VALLEY FORGE INVESTMENT CONSULTANTS INC…503,854$38.1M13.57%+21,25913F-HRTimeline
Conrad Siegel Investment Advisors, Inc.501,563$37.9M9.74%+2,91513F-HRTimeline
iA Global Asset Management Inc.499,135$37.8M0.65%-2,51613F-HRTimeline
Strategies Wealth Advisors, LLC488,846$37M4.52%-19,70913F-HRTimeline
Northwest Quadrant Wealth Management, L…485,623$36.7M8.62%-45,93413F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC485,366$36.7M0.93%+8,17913F-HRTimeline
Beacon Pointe Advisors, LLC484,101$36.6M0.41%-14,11813F-HRTimeline
Galvin, Gaustad & Stein, LLC482,449$36.5M3.26%+10,76913F-HRTimeline
Orion Porfolio Solutions, LLC482,105$36.5M0.36%-174,68613F-HRTimeline
Orion Portfolio Solutions, LLC482,105$36.5M0.36%-174,68613F-HR/ATimeline
Parkside Investments, LLC479,976$36.3M5.34%+54,56013F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding476,336$36M-107,530Timeline
AE Wealth Management LLC475,477$36M0.3%-95,50713F-HRTimeline
Larson Financial Group LLC473,156$35.8M1.7%-2,45813F-HRTimeline
CGC Financial Services, LLC470,377$35.6M14.07%+17,63113F-HRTimeline
BLB&B Advisors, LLC470,371$35.6M1.81%+13,68213F-HRTimeline
CUTLER INVESTMENT COUNSEL LLC466,492$35.3M4.24%+60,29013F-HRTimeline
Global Wealth Strategies & Associates465,700$35.2M10.68%+29,33113F-HRTimeline
Trek Financial, LLC458,292$34.7M2.51%+398,44713F-HRTimeline
HANCOCK WHITNEY CORP450,647$34.1M1.11%+86,68713F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…458,564$33.9M0.07%-193,14113F-HR/ATimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC445,808$33.7M0.72%-34,77713F-HRTimeline
Probity Advisors, Inc.445,157$33.7M6.47%+17,95613F-HRTimeline
Stash Investments, LLC443,878$33.6M17.98%-4,38213F-HRTimeline
STERLING INVESTMENT ADVISORS LLC /ADV441,822$33.4M18.81%-5,96813F-HRTimeline
Regent Peak Wealth Advisors LLC438,408$33.2M7.83%+38,26313F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC435,491$33M0.14%-96,80413F-HRTimelineGroup
MCF Advisors LLC435,001$32.9M2.37%-5,05113F-HRTimeline
Acropolis Investment Management, LLC424,125$32.1M1.9%-3,28513F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC422,599$32M0.05%-78,53013F-HRTimelineGroup
Cranbrook Wealth Management, LLC419,818$31.8M7.38%-2,11913F-HRTimeline
Crestwood Advisors Group, LLC419,457$31.7M0.6%-47,81813F-HRTimeline
CONDOR CAPITAL MANAGEMENT419,403$31.7M2.96%+144,84613F-HRTimeline
Turtle Creek Wealth Advisors, LLC418,984$31.7M4.73%+115,01313F-HRTimeline
WHITTIER TRUST CO418,197$31.6M0.44%+25,67313F-HRTimeline
Heck Capital Advisors, LLC408,548$30.9M3.48%+94,80513F-HRTimeline
CWM, LLCin group CWM, LLC396,181$30M0.12%+36,11913F-HRTimelineGroup
World Investment Advisors394,744$29.9M0.78%+120,98613F-HRTimeline
Smith & Howard Wealth Management, LLC390,264$29.5M8.07%+5,98613F-HRTimeline
Ritter Daniher Financial Advisory LLC /…386,798$29.3M7.98%+6,56513F-HRTimeline
Empire Life Investments Inc.385,469$29.2M1.9%+21,34313F-HRTimeline
Shelter Mutual Insurance Cogroup of 2 filers holding384,837$29.1M0Timeline
CBM Financial, LLC359,171$29.1M23.62%13F-HRTimeline
Community Bank, N.A.380,283$28.8M3.86%+1,18613F-HRTimeline
Tarbox Family Office, Inc.379,275$28.7M4.77%-3,60413F-HRTimeline
Archford Capital Strategies, LLC375,288$28.4M4.16%+50,32513F-HRTimeline
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCH…374,410$28.3M0.17%-563,84013F-HRTimeline
CAPITAL ADVISORS INC/OK373,364$28.2M0.56%+368,01413F-HRTimeline
Financial Engines Advisors L.L.C.369,786$28M0.06%-50,69813F-HRTimeline
Ironsides Asset Advisors, LLC369,659$28M8.2%+47,79813F-HRTimeline
Atria Wealth Solutions, Inc.369,344$27.9M0.34%-120,79313F-HRTimeline
University of Massachusetts Foundation,…359,506$27.2M15.25%013F-HRTimeline
Tennessee Valley Asset Management Partn…358,214$27.1M4.42%+35,48813F-HRTimeline
NEW ENGLAND ASSET MANAGEMENT INC358,100$27.1M4.4%+15,30013F-HRTimeline
Montis Financial, LLC355,550$26.9M7.91%-5,07313F-HRTimeline
Opus Capital Group, LLC353,993$26.8M3.45%-16,98013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management353,123$26.7M0.86%+43,01213F-HRTimelineGroup
MassMutual Private Wealth & Trust, FSB352,761$26.7M0.77%+23,12513F-HRTimeline
Bull Oak Capital, LLC349,975$26.5M14.43%+26,66313F-HRTimeline
Safeguard Financial, LLC349,555$26.4M5.79%+17,48413F-HRTimeline
Resonant Capital Advisors, LLC349,502$26.4M1.84%+83,68613F-HRTimeline
Beacon Bank & Trust348,347$26.4M6.42%+5,25013F-HRTimeline
GREAT LAKES ADVISORS, LLC346,914$26.2M0.23%-237,73913F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…345,968$26.2M0.64%-77,75313F-HRTimelineGroup
C V STARR & CO INC345,704$26.2M20.15%013F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC344,820$26.1M2.56%+8,80113F-HRTimeline
PARTNERS CAPITAL INVESTMENT GROUP, LLP344,447$26.1M0.44%+151,78913F-HRTimeline
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC340,959$25.8M0.3%013F-HRTimelineGroup
Marion Wealth Management339,650$25.7M6.86%-95513F-HRTimeline
CFO4Life Group, LLC333,509$25.2M4.25%+324,28113F-HRTimeline
Mesirow Financial Investment Management…332,669$25.2M0.49%+15,39913F-HRTimeline
Dynamic Advisor Solutions LLC332,015$25.1M0.83%+13,20913F-HRTimeline
Long Run Wealth Advisors, LLC331,324$25.1M5.68%-19,11813F-HRTimeline
Dean, Jacobson Financial Services, LLC331,057$25M19.26%-78613F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC327,351$24.8M0.03%-93,07413F-HRTimeline
Shoker Investment Counsel, Inc.324,458$24.5M8.29%+7,32613F-HRTimeline
Bare Financial Services, Inc322,834$24.4M9.39%+14,89013F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…321,405$24.3M0.8%+2,32013F-HRTimelineGroup
Summit Financial, LLC320,673$24.3M0.68%-101,44513F-HRTimeline
RPTC Inc.318,256$24.1M4.84%-13,59013F-HRTimeline
JFS WEALTH ADVISORS, LLC316,032$23.9M1.62%+2,93313F-HRTimeline
Farther Finance Advisors, LLC312,960$23.7M0.61%+14,19313F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC313,600$23.7M0.01%-40,00013F-HRTimelineGroup
Private Advisor Group, LLC310,720$23.5M0.14%-23,63213F-HRTimeline
Bishop & Co Investment Management, LLC307,088$23.2M8.99%-61,84613F-HRTimeline
Portland Global Advisors LLC305,797$23.1M2.91%+21,54813F-HRTimeline
Tull Financial Group, Inc.302,455$22.9M13.33%-27,31313F-HRTimeline
New Perspectives, Inc300,448$22.7M12.13%-21,87813F-HRTimeline
Twele Capital Management, Inc.298,980$22.6M4.8%-17,39513F-HRTimeline
Wela Strategies, Inc.298,800$22.6M9.54%+12,07713F-HRTimeline
STRATEGIC INVESTMENT MANAGEMENT, LLC297,180$22.5M9.03%-94,44013F-HRTimeline
Neumann Capital Management, LLC295,739$22.4M7.73%+2,75013F-HRTimeline
GHP Investment Advisors, Inc.295,581$22.4M1.07%+2,44213F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC294,950$22.3M0.27%-11,97313F-HRTimelineGroup
MBL Wealth, LLC294,718$22.3M2.26%+1,41413F-HRTimeline
Martel Wealth Advisors LLC294,114$22.2M4.43%+10,04313F-HRTimeline
JSF Financial, LLC293,853$22.2M5.86%+25,73013F-HRTimeline
Stephens Consulting, LLC288,562$21.8M5.49%+5,20513F-HRTimeline
Robertson Stephens Wealth Management, L…285,903$21.6M0.81%+100,02513F-HRTimeline
Iowa State Bank283,324$21.4M4.55%-47,91713F-HRTimeline
CW Advisors, LLC283,115$21.4M0.26%+9,36613F-HRTimeline
COMMERCE BANKin group COMMERCE BANK282,368$21.4M0.14%+31,26213F-HRTimelineGroup
Abundance Wealth Counselors280,751$21.2M4.44%-140,08213F-HRTimeline
Great Diamond Partners, LLC280,320$21.2M5.8%+2,81713F-HRTimeline
Fort Point Capital Partners LLC278,930$21.1M2.36%+14,62613F-HRTimeline
WASHINGTON TRUST Co277,844$21M0.81%-1,96813F-HRTimeline
West Financial Advisors, LLC277,088$21M3.98%+2,54213F-HRTimeline
Pine Ridge Advisers LLC275,902$20.9M1.79%+76,65513F-HRTimeline
Atlantic Edge Private Wealth Management…274,398$20.8M6.34%+24,59213F-HRTimeline
Venture Visionary Partners LLC273,941$20.7M0.87%+8,37113F-HRTimeline
OLD NATIONAL BANCORP /IN/271,603$20.5M0.54%-46,51413F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC269,939$20.4M1.64%+23013F-HRTimeline
Broadview Financial Management, LLC269,010$20.4M15.18%-1,38313F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK267,328$20.2M0.05%+116,25313F-HRTimelineGroup
Proquility Private Wealth Partners, LLC266,981$20.2M6.22%+25,79813F-HRTimeline
RIVERSEDGE ADVISORS, LLC264,431$20M4.46%-54,01213F-HRTimeline
Beacon Harbor Wealth Advisors, Inc.262,949$19.9M4.62%+156,69213F-HRTimeline
WEST PACES ADVISORS INC.261,285$19.8M4.5%-21,43613F-HRTimeline
MTC Wealth Management LLC259,603$19.6M9.65%+8,66613F-HRTimeline
ZACKS INVESTMENT MANAGEMENT256,874$19.4M0.18%+7,53513F-HRTimeline
FIRST NATIONAL BANK & TRUST CO OF NEWTO…256,023$19.4M4.07%+4,66113F-HRTimeline
Hudson Capital Management LLC255,450$19.3M5.89%-16,30613F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding254,897$19.3M-439,349Timeline
Apella Capital, LLC263,008$19.2M0.66%+190,45313F-HRTimeline
Towercrest Capital Management254,150$19.2M3.65%-64,94813F-HRTimeline
NorthLanding Financial Partners, LLC250,781$19M18.63%-1,07713F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC248,514$18.8M1.15%+3,32613F-HRTimeline
Arvest Bank Trust Division248,102$18.8M1.19%-4,62213F-HRTimeline
Affiance Financial, LLC247,418$18.7M4.36%+11,01713F-HRTimeline
ENCOMPASS WEALTH ADVISORS, LLC247,413$18.7M7.62%+13,57913F-HRTimeline
Curi Capital, LLC246,055$18.6M0.46%+43,89113F-HRTimeline
First Citizens Asset Management, Inc.243,374$18.4M7.16%-185,57413F-HR/ATimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC243,130$18.4M0.03%-3,97913F-HRTimelineGroup
COURIER CAPITAL LLC241,275$18.3M1.19%+132,27313F-HRTimeline
O'Dell Group, LLC239,930$18.2M4.7%+21,56213F-HRTimeline
MYCIO WEALTH PARTNERS, LLC239,111$18.1M4.27%+2,22913F-HRTimeline
S. R. Schill & Associates239,097$18.1M14.42%+4,48913F-HRTimeline
Integrated Advisors Network LLC238,597$18M0.91%+1,24513F-HRTimeline
Freedom Investment Management, Inc.236,874$17.9M1.5%+2,75313F-HRTimeline
MIdWestOne Financial Group, Inc.234,514$17.7M2.52%-1,99613F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC232,100$17.6M1.05%-1,17413F-HRTimeline
Waterloo Capital, L.P.231,859$17.5M1.63%+65,88613F-HRTimeline
Guidance Point Advisors, LLC230,296$17.4M4.96%-16,92813F-HRTimeline
Wealth Architects, LLC228,658$17.3M1.91%-4,15713F-HR/ATimeline
Sovereign Investment Advisors, LLC231,925$17.2M5.99%-8,05013F-HRTimeline
Texas Yale Capital Corp.227,297$17.2M0.71%+8,17913F-HRTimeline
Strategic Point Investment Advisors, LLC226,788$17.2M2.86%-4,21413F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC226,100$17.1M0.03%new13F-HRTimeline
LCNB CORP225,606$17.1M6.28%+2,38713F-HRTimeline
DOHJ, LLC221,560$16.8M3.83%-33113F-HRTimeline
ROGCO, LP220,125$16.7M6.67%+12,31113F-HRTimeline
Argent Advisors, Inc.219,904$16.6M5.57%+15,39013F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC218,715$16.5M1.37%+6,28813F-HRTimeline
Conservest Capital Advisors, Inc.216,606$16.4M1.72%-414,71213F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP215,339$16.3M0.24%-3,81413F-HRTimeline
Sowell Financial Services LLC215,078$16.3M0.74%+5,75713F-HRTimeline
Hamilton Wealth, LLC214,542$16.2M3.91%+189,27613F-HRTimeline
Horizon Investments, LLC213,594$16.2M0.48%+76,62113F-HRTimeline
CIM INVESTMENT MANAGEMENT INC219,154$16M3.65%+109,26313F-HRTimeline
VestGen Advisors, LLC210,643$15.9M0.72%13F-HRTimeline
Balentine LLC210,208$15.9M0.67%-8,86213F-HRTimeline
IFG Advisory, LLC209,310$15.8M0.88%+47,55313F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp209,101$15.8M0.48%+10,56213F-HRTimelineGroup
Bahl & Gaynor LLC208,973$15.8M0.08%+1,93113F-HRTimeline
IEQ CAPITAL, LLC208,605$15.8M0.13%+33,36113F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC207,212$15.7M0.58%-3,15213F-HRTimeline
LINCOLN CAPITAL CORP206,178$15.6M6.49%-63713F-HRTimeline
Caprock Group, LLC206,050$15.6M0.48%+63,09013F-HRTimeline
Core Wealth Advisors, Inc.205,879$15.6M4.95%+78413F-HRTimeline
MACKENZIE FINANCIAL CORP205,265$15.5M0.02%-120,49413F-HRTimeline
Marietta Wealth Management, LLC205,251$15.5M2.28%+10,72013F-HRTimeline
LOWE BROCKENBROUGH & CO INC204,650$15.5M1.02%-2,06713F-HRTimeline
WBH ADVISORY INC203,400$15.4M1.44%-4,75813F-HRTimeline