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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
Trajan Wealth LLC200,748$14.1M0.78%-104,77113F-HRTimeline
Pine Ridge Advisers LLC199,247$14M1.25%013F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp198,539$14M0.42%+3,56313F-HRTimelineGroup
Marietta Wealth Management, LLC194,531$13.7M1.96%+4,11613F-HRTimeline
SCS Capital Management LLC194,515$13.7M0.28%+27,95813F-HRTimeline
Custos Family Office, LLC193,484$13.6M4.76%+19,22213F-HRTimeline
PARTNERS CAPITAL INVESTMENT GROUP, LLP192,658$13.5M0.37%-28,35313F-HRTimeline
PDS Planning, Inc191,942$13.5M1.2%+1,23613F-HRTimeline
Single Point Partners, LLC190,349$13.4M3.08%+10,26813F-HRTimeline
BSW Wealth Partners190,145$13.4M1.96%+6,53313F-HRTimeline
Grove Bank & Trust189,724$13.3M1.85%-3,60213F-HRTimeline
Better Money Decisions, LLC189,442$13.3M9.23%-12,80113F-HRTimeline
LPWM LLC189,203$13.3M4.27%+30,58013F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.189,160$13.3M5.7%+71013F-HRTimeline
SYNOVUS FINANCIAL CORP188,671$13.3M0.17%+1,76313F-HRTimeline
Robertson Stephens Wealth Management, L…185,878$13.1M0.47%-222,36413F-HRTimeline
Randall & Associates Wealth Management184,151$12.9M10.74%+21413F-HRTimeline
SAGE RHINO CAPITAL LLC184,109$12.9M2.82%+12,19113F-HRTimeline
Avid Wealth Partners LLC183,841$12.9M9.18%+5,22513F-HRTimeline
Family Capital Trust Co182,112$12.8M4.34%-27213F-HRTimeline
MARQUETTE ASSOCIATES, INC.181,352$12.7M10.57%+4,71113F-HRTimeline
Rock Creek Group LLCin group Rock Creek Group LLC167,655$12.7M1.33%+30,00013F-HRTimelineGroup
DT Investment Partners, LLC177,902$12.5M1.06%+10,91613F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC176,685$12.4M0.28%+9,86813F-HRTimelineGroup
IEQ CAPITAL, LLC175,244$12.3M0.12%+18213F-HRTimeline
Liquid Strategies, LLC174,340$12.3M2.52%-24,48213F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC173,901$12.2M2.04%+55,05413F-HRTimeline
Astra Wealth Partners LLC173,838$12.2M11.52%13F-HRTimeline
Tortoise Investment Management, LLC172,526$12.1M1.28%-5,22313F-HR/ATimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …172,321$12.1M1.74%13F-HRTimeline
Gladstone Institutional Advisory LLC171,084$12M0.56%+34,54913F-HRTimeline
Integrated Investment Consultants, LLC169,822$11.9M2.47%-22,09313F-HR/ATimeline
Symphony Financial, Ltd. Co.164,544$11.9M1.87%+9,35713F-HRTimeline
BG Investment Services, LLC168,652$11.9M11.94%13F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.167,512$11.8M6.75%+9,80213F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…166,868$11.7M0.41%-4,87413F-HRTimelineGroup
Waterloo Capital, L.P.165,973$11.7M1.23%+10,86513F-HRTimeline
Waverly Advisors, LLC165,799$11.7M0.18%+43,75513F-HRTimeline
Texas Capital Bancshares Inc/TX165,787$11.7M4.69%-1,84113F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC165,412$11.6M4.38%+4,80213F-HRTimeline
MONEY CONCEPTS CAPITAL CORP164,601$11.6M0.86%+8,83913F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…159,141$11.5M0.65%-55,92313F-HRTimeline
First Horizon Advisors, Inc.162,761$11.4M0.32%-6,00713F-HRTimeline
IFG Advisory, LLC161,757$11.4M0.64%+23,54213F-HRTimeline
Northwest & Ethical Investments L.P.158,952$11.2M0.3%-174,12013F-HRTimeline
SkyOak Wealth, LLC158,785$11.2M2.39%+9,18013F-HRTimeline
Summit Trail Advisors, LLC158,726$11.2M0.41%+106,09913F-HRTimeline
Veery Capital, LLC158,316$11.1M4.26%+65913F-HRTimeline
Rialto Wealth Management, LLC158,175$11.1M3.67%13F-HRTimeline
ERn Financial, LLC157,652$11.1M1.66%+12,61213F-HRTimeline
Advisory Services Network, LLC157,148$11M0.21%+16,09613F-HRTimeline
Omnia Family Wealth, LLC157,034$11M4.56%-1,31913F-HR/ATimeline
EVERGREEN CAPITAL MANAGEMENT LLC156,620$11M0.36%+9,60213F-HRTimeline
Harbour Capital Advisors, LLC155,814$11M2.45%-1,54013F-HRTimeline
Riverview Trust Co156,248$11M9.98%013F-HRTimeline
NORTHCAPE WEALTH MANAGEMENT, LLC155,106$10.9M3.53%+3,81213F-HRTimeline
BECKER CAPITAL MANAGEMENT INC154,918$10.9M0.36%-1,88113F-HRTimeline
James J. Burns & Company, LLC153,581$10.8M1.88%+19,77013F-HRTimeline
Adaptive Financial Consulting, LLC153,058$10.8M4.46%-1,75813F-HRTimeline
NewEdge Wealth, LLC152,663$10.7M0.19%-96,61613F-HRTimeline
HERITAGE INVESTORS MANAGEMENT CORP152,629$10.7M0.35%+1,85913F-HRTimeline
MOTIVE WEALTH ADVISORS151,826$10.7M5.73%-2,30913F-HRTimeline
Carbahal Olsen Financial Services Group…151,609$10.7M9.83%13F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.151,359$10.6M0.04%+34,40113F-HRTimelineGroup
TORONTO DOMINION BANKin group TORONTO DOMINION BANK151,075$10.6M0.02%013F-HR/ATimelineGroup
SOUTHERN CAPITAL ADVISORS, LLC150,517$10.6M5.85%-29,18413F-HRTimeline
Fisher Asset Management, LLC150,312$10.6M<0.01%-29,90713F-HRTimeline
Coastline Trust Co148,370$10.4M1.22%-1,89413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Winthrop Capital Management, LLC148,190$10.4M2.77%+10,58813F-HRTimeline
Physician Wealth Advisors, Inc.147,084$10.3M1.75%-6,91713F-HRTimeline
Park Place Capital Corp146,801$10.3M2.89%-21,55413F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA146,281$10.3M0.05%+9,15713F-HRTimelineGroup
RWA WEALTH PARTNERS, LLC145,758$10.2M0.13%+62,63313F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC144,712$10.2M5.79%-1,10413F-HRTimeline
Summit Wealth Partners, LLC144,577$10.2M2.09%-24813F-HRTimeline
Global Wealth Management Investment Adv…142,994$10M2.07%+9,54813F-HRTimeline
Caprock Group, LLC142,960$10M0.33%+25,47213F-HRTimeline
Sage Advisory Services, Ltd.Co.141,957$9.98M5.92%-279,36913F-HRTimeline
Ashton Thomas Private Wealth, LLC140,539$9.88M0.38%+40,28113F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC135,405$9.86M0.99%+20,87313F-HRTimeline
Armbruster Capital Management, Inc.140,231$9.86M2%+8,01313F-HRTimeline
Horizon Investments, LLC136,973$9.63M0.28%-15,47313F-HRTimeline
Central Pacific Bank - Trust Division136,951$9.62M1.26%+8,53213F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.136,538$9.6M7.33%13F-HRTimeline
Aveo Capital Partners, LLC135,873$9.55M1.05%-1,87513F-HRTimeline
ANDERSON HOAGLAND & CO133,335$9.51M0.98%013F-HRTimeline
EP Wealth Advisors, LLC135,192$9.5M0.08%+64,47413F-HRTimeline
Sigma Planning Corp135,084$9.49M0.3%-8813F-HRTimeline
FFT WEALTH MANAGEMENT LLC135,041$9.49M0.72%-85013F-HRTimeline
Nova R Wealth, Inc.134,002$9.42M4.75%+2,60413F-HRTimeline
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC133,228$9.36M0.61%+4,37113F-HRTimelineGroup
Canopy Partners, LLC132,358$9.3M3.55%-2,48613F-HRTimeline
Arbor Investment Advisors, LLC132,010$9.28M1.31%+48113F-HRTimeline
Peninsula Wealth, LLC131,446$9.24M1.57%-1,99813F-HRTimeline
Foundry Financial Group, Inc.128,469$9.03M5.59%+9,34913F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC128,131$9.01M0.81%-15,37213F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC128,084$9M4%-2,35713F-HRTimeline
Hardy Reed LLC126,014$8.86M0.78%013F-HRTimeline
HB Wealth Management, LLC125,683$8.83M0.09%+26,93013F-HRTimeline
Allie Family Office LLC125,658$8.83M4.9%+3,23113F-HRTimeline
Montecito Bank & Trust125,080$8.79M1.52%+8,61413F-HRTimeline
Fairway Wealth LLC124,484$8.75M3.94%+17,55813F-HRTimeline
Tanager Wealth Management LLP124,254$8.73M1.13%+5,44013F-HRTimeline
Independent Solutions Wealth Management…123,708$8.69M1.9%-24,69113F-HRTimeline
Econ Financial Services Corp122,954$8.64M4.96%+83,49613F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC121,584$8.54M2.79%-2,24713F-HRTimeline
Omega Financial Group, LLC121,282$8.52M3.23%+6,39813F-HRTimeline
Federation des caisses Desjardins du Qu…121,149$8.51M0.04%-7113F-HRTimeline
SPC Financial, Inc.120,357$8.46M0.74%-753,77113F-HRTimeline
Life Planning Partners, Inc120,033$8.44M7.8%-13313F-HR/ATimeline
Stokes Family Office, LLC119,065$8.37M0.89%-1,21913F-HRTimeline
CONNING INC.in group CONNING INC.118,845$8.35M0.29%013F-HRTimelineGroup
SC&H Financial Advisors, Inc.118,319$8.32M1.72%+3913F-HRTimeline
Rossmore Private Capital122,195$8.31M1.03%+2,82613F-HRTimeline
ArchPoint Investors117,752$8.28M2.72%013F-HRTimeline
Bremer Bank National Association117,288$8.24M1.63%-1,09413F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.116,825$8.21M0.57%-4,47513F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC116,224$8.17M0.07%+40,75213F-HRTimeline
ABC ARBITRAGE SAin group ABC ARBITRAGE SA115,605$8.12M1.17%13F-HRTimelineGroup
Petix & Botte Co115,344$8.11M2.13%+75,57313F-HRTimeline
Snowden Capital Advisors LLC115,090$8.09M0.25%+64913F-HRTimeline
SOUTHSTATE PRIVATE CAPITAL MANAGEMENT L…114,458$8.04M1.61%-13,28713F-HRTimeline
Wells Trecaso Financial Group, LLC113,722$7.99M2.61%+1,53913F-HRTimeline
Westside Investment Management, Inc.113,472$7.97M1.68%-1,76213F-HRTimeline
STEPHENS GROUP ASSET MANAGEMENT, LLCin group STEPHENS GROUP ASSET MANAGEME…113,358$7.97M0.66%+2113F-HRTimelineGroup
MATHER GROUP, LLC.111,679$7.85M0.1%-11,86213F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC111,242$7.82M0.19%-16,57113F-HRTimeline
Columbia Bank111,986$7.81M2.7%+8,13613F-HRTimeline
Evernest Financial Advisors, LLC111,057$7.81M2.02%-68,68613F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp111,041$7.8M0.49%+102,77513F-HRTimelineGroup
SYM FINANCIAL Corp110,892$7.79M1.01%013F-HRTimeline
Richard W. Paul & Associates, LLC110,808$7.79M2.84%+3,36513F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…110,792$7.79M0.58%-1,42013F-HRTimeline
Cordgrass Capital Advisors, LLC110,760$7.78M2.26%+6,41513F-HRTimeline
Wealthstream Advisors, Inc.110,303$7.75M1.43%-27813F-HRTimeline
CIM INVESTMENT MANAGEMENT INC109,891$7.72M2.26%+1,59413F-HRTimeline
Cornerstone Advisory, LLC101,449$7.71M0.88%+94413F-HRTimeline
Ellevest, Inc.109,622$7.7M0.44%-40,53513F-HRTimeline
SIMON QUICK ADVISORS, LLC109,614$7.7M0.46%-7,16813F-HRTimeline
COURIER CAPITAL LLC109,002$7.66M0.53%+97,63813F-HRTimeline
10Elms LLP108,535$7.63M7.88%13F-HRTimeline
Chicago Partners Investment Group LLC107,495$7.61M0.25%-1,57613F-HRTimeline
COUNTRY CLUB BANK107,378$7.55M0.5%-66613F-HRTimeline
Waldron Private Wealth LLC107,219$7.54M0.3%+36313F-HRTimeline
INSTRUMENTAL WEALTH, LLC99,374$7.51M7.11%new13F-HRTimeline
Asset Dedication, LLC106,544$7.49M0.59%-16,75813F-HRTimeline
Beacon Harbor Wealth Advisors, Inc.106,257$7.47M1.74%+6,72013F-HRTimeline
ACORN CREEK CAPITAL LLC105,753$7.43M3.82%+7,85013F-HRTimeline
SAWGRASS ASSET MANAGEMENT LLC105,214$7.39M0.81%-8,79113F-HRTimeline
Birchcreek Wealth Management, LLC105,204$7.39M4.64%+10,47813F-HRTimeline
Regal Investment Advisors LLC104,970$7.38M0.55%-10,48713F-HRTimeline
Providence Capital Advisors, LLC104,817$7.37M1.49%+8,58613F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC104,401$7.34M2.69%-19313F-HRTimeline
Montz Harcus Wealth Management LLC103,754$7.29M4.08%+4,57613F-HRTimeline
Widmann Financial Services, Inc.103,412$7.27M5.62%-1,97613F-HRTimeline
Plancorp, LLC103,042$7.24M0.3%+45613F-HRTimeline
Smith Salley Wealth Management102,292$7.19M0.46%-4,45213F-HRTimeline
Next Capital Management LLC102,167$7.18M2.95%+2,80813F-HRTimeline
WEBSTER BANK, N. A.102,044$7.17M0.77%-15,03513F-HRTimeline
Graypoint LLC101,660$7.14M0.43%-7,00113F-HRTimeline
Per Stirling Capital Management, LLC.101,274$7.12M1.01%-23,05613F-HRTimeline
Daner Wealth Management, LLC95,779$7.12M5.22%13F-HRTimeline
Pinnacle Financial Partners Inc94,234$7.11M0.14%-5,62213F-HRTimeline
Jackson Hole Capital Partners, LLC100,919$7.09M1.43%+12413F-HRTimeline
HORIZON BANCORP INC /IN/100,826$7.09M3.34%+28713F-HRTimeline
Helium Advisors LLC100,574$7.07M5.6%13F-HRTimeline
Abound Wealth Management100,569$7.07M2.27%+2,15313F-HRTimeline
Mechanics Financial Corp100,236$7.04M3.16%+65013F-HRTimeline
Continuum Advisory, LLC100,002$7.03M0.9%+1,42913F-HRTimeline
FIRST MERCHANTS CORP99,966$7.03M0.27%+2,78113F-HRTimeline
Westfuller Advisors, LLC98,529$6.92M4.4%+20,37713F-HRTimeline
Wade Financial Advisory, Inc98,328$6.91M2.34%+4,14913F-HRTimeline
Alliance Wealth Management Group98,232$6.9M1.85%+49313F-HRTimeline
Affinity Capital Advisors, LLC96,822$6.87M1.29%-2,18413F-HRTimeline
TCV Trust & Wealth Management, Inc.96,910$6.81M0.63%+1,20813F-HRTimeline
Red Tortoise LLC96,401$6.78M3.55%+1,60413F-HRTimeline
Sunbelt Securities, Inc.95,932$6.75M0.59%+32,11313F-HRTimeline
Emerald Advisors, LLC95,411$6.71M0.92%+4,67913F-HRTimeline
Aspen Wealth Strategies, LLC95,359$6.7M4.29%+5,60813F-HRTimeline
PRIVATE TRUST CO NA95,162$6.69M0.69%+7,59513F-HRTimeline
FDx Advisors, Inc.95,129$6.69M1.96%+1,56713F-HRTimeline
Rodgers & Associates, LTD94,295$6.63M0.79%+2,65913F-HRTimeline
Synergy Investment Management, LLC93,943$6.6M2.84%13F-HRTimeline
YHB Investment Advisors, Inc.93,515$6.57M0.54%+17313F-HRTimeline
Legacy Capital Wealth Partners, LLC98,883$6.55M1.62%-1,95813F-HRTimeline
Flywheel Private Wealth LLC92,951$6.53M6.01%13F-HRTimeline
ELEMENT POINTE ADVISORS, LLC92,947$6.53M1.54%-3,64513F-HRTimeline
Penney Financial, LLC92,143$6.48M4.34%+3,58113F-HRTimeline
Aspect Partners, LLC92,002$6.47M3.73%+5,71813F-HRTimeline
B. Riley Wealth Advisors, Inc.91,730$6.45M0.21%-20,57113F-HRTimeline
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPin group ARROWSTREET CAPITAL, LIMITED …91,672$6.44M0.01%new13F-HRTimelineGroup
Calamos Wealth Management LLCin group Calamos Advisors LLC91,354$6.42M0.32%+55813F-HRTimelineGroup
Avion Wealth90,169$6.34M1.63%-1,46913F-HRTimeline
Planned Solutions, Inc.88,824$6.24M2.55%+1,53213F-HRTimeline
State of Tennessee, Department of Treas…88,800$6.24M0.02%-4,93113F-HRTimeline
Oakwell Private Wealth Management, LLC88,606$6.23M1.75%-1,21713F-HRTimeline
DEFINED WEALTH MANAGEMENT, LLC88,273$6.2M4.11%+3513F-HRTimeline
Scarborough Advisors, LLC87,977$6.18M0.87%+85,37013F-HRTimeline
Hickory Point Bank & Trust87,562$6.15M5.46%13F-HRTimeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD86,501$6.08M0.03%-67513F-HRTimelineGroup