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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
Main Management LLCin group Main Management ETF Advisors,…203,073$15.4M1.35%-7313F-HRTimelineGroup
Crescent Grove Advisors, LLC201,059$15.2M1.58%-2,63213F-HRTimeline
Trajan Wealth LLC200,261$15.1M0.83%-48713F-HRTimeline
Single Point Partners, LLC199,118$15.1M3.54%+8,76913F-HRTimeline
Grove Bank & Trust199,105$15.1M2.01%+9,38113F-HRTimeline
Ullmann Wealth Partners Group, LLC196,904$14.9M1.98%-7,45913F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/196,585$14.9M<0.01%-206,39413F-HRTimeline
Gladstone Institutional Advisory LLC195,991$14.8M0.69%+24,90713F-HRTimeline
Better Money Decisions, LLC195,657$14.8M9.88%+6,21513F-HRTimeline
Perigon Wealth Management, LLC193,431$14.6M0.38%-27,67813F-HRTimeline
Forvis Mazars Wealth Advisors, LLC193,110$14.6M0.35%-25,39713F-HRTimeline
LPWM LLC193,071$14.6M4.7%+3,86813F-HRTimeline
GUIDANCE CAPITAL, INC182,002$14.5M4.44%new13F-HRTimeline
SYNOVUS FINANCIAL CORP191,973$14.5M0.19%+3,30213F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.191,389$14.5M6.08%+2,22913F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC189,722$14.4M0.12%-18,89313F-HR/ATimelineGroup
PDS Planning, Inc189,669$14.3M1.21%-2,27313F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC189,304$14.3M0.32%+12,61913F-HRTimelineGroup
Custos Family Office, LLC189,245$14.3M5.08%-4,23913F-HRTimeline
Rialto Wealth Management, LLC188,697$14.3M4.48%+30,52213F-HRTimeline
Sage Advisory Services, Ltd.Co.188,512$14.3M8.38%+46,55513F-HRTimeline
Randall & Associates Wealth Management187,115$14.2M11.67%+2,96413F-HRTimeline
SageView Advisory Group, LLC186,767$14.1M0.6%-32,65513F-HRTimeline
Waverly Advisors, LLC185,273$14M0.17%+19,47413F-HRTimeline
RATIONAL ADVISORS, INC.184,185$13.9M1.41%+182,05313F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.182,372$13.8M0.06%+31,01313F-HRTimelineGroup
AlphaCore Capital LLC182,266$13.8M1.17%new13F-HRTimeline
Fairway Wealth LLC181,753$13.7M5.08%+57,26913F-HRTimeline
WEBSTER BANK, N. A.181,513$13.7M1.51%+79,46913F-HRTimeline
Wick Capital Partners, LLC148,679$13.7M4.08%-7,45213F-HRTimeline
Family Capital Trust Co180,599$13.7M4.9%-1,51313F-HRTimeline
Topel & Distasi Wealth Management, LLC180,112$13.6M6.36%-20,76513F-HRTimeline
Spectrum Wealth Counsel, LLC179,371$13.6M1.63%+163,29913F-HRTimeline
MARQUETTE ASSOCIATES, INC.177,912$13.5M13.47%-3,44013F-HRTimeline
Integrated Investment Consultants, LLC175,883$13.3M2.65%+6,06113F-HR/ATimeline
BECKER CAPITAL MANAGEMENT INC175,873$13.3M0.44%+20,95513F-HRTimeline
Astra Wealth Partners LLC174,413$13.2M12.6%+57513F-HRTimeline
Octavia Wealth Advisors, LLC173,259$13.1M1.59%-28,84613F-HRTimeline
SAGE RHINO CAPITAL LLC171,506$13M3.01%-12,60313F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC170,406$12.9M0.43%+13,78613F-HRTimeline
SkyOak Wealth, LLC169,723$12.8M2.81%+10,93813F-HRTimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …169,412$12.8M1.84%-2,90913F-HRTimeline
BSW Wealth Partners169,325$12.8M1.94%-20,82013F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC169,216$12.8M0.55%+137,63913F-HRTimelineGroup
PROATHLETE WEALTH MANAGEMENT LLC168,357$12.7M4.64%+2,94513F-HRTimeline
Tortoise Investment Management, LLC168,373$12.7M1.33%-4,15313F-HR/ATimeline
MONEY CONCEPTS CAPITAL CORP167,797$12.7M0.95%+3,19613F-HRTimeline
Global Wealth Management Investment Adv…167,748$12.7M2.54%+24,75413F-HRTimeline
Invesco Ltd.in group Invesco Ltd.167,543$12.7M<0.01%-37,28313F-HRTimelineGroup
Caliber Wealth Management, LLC / KS167,516$12.7M1.73%13F-HRTimeline
Texas Capital Bancshares Inc/TX167,287$12.7M5.39%+1,50013F-HRTimeline
ERn Financial, LLC166,131$12.6M1.99%+8,47913F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…166,114$12.6M0.47%-75413F-HRTimelineGroup
Per Stirling Capital Management, LLC.164,932$12.5M1.79%+63,65813F-HRTimeline
James J. Burns & Company, LLC164,746$12.5M2.23%+11,16513F-HRTimeline
Winthrop Capital Management, LLC164,419$12.4M3.42%+16,22913F-HRTimeline
Conrad N. Hilton Foundation163,456$12.4M8.66%-198,53413F-HRTimeline
Liquid Strategies, LLC163,039$12.3M2.32%-11,30113F-HRTimeline
DT Investment Partners, LLC161,246$12.2M1.18%-16,65613F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.161,142$12.2M6.99%-6,37013F-HRTimeline
STEPHENS GROUP ASSET MANAGEMENT, LLCin group STEPHENS GROUP ASSET MANAGEME…159,709$12.1M0.97%+46,35113F-HRTimelineGroup
Piedmont Capital Management, LLC177,146$12M8.63%new13F-HRTimeline
Advisory Services Network, LLC158,726$12M0.23%+1,57813F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC152,533$12M1.02%+24,40213F-HRTimeline
SOUTHERN CAPITAL ADVISORS, LLC157,933$11.9M6.63%+7,41613F-HRTimeline
SCOTIA CAPITAL INC.157,501$11.9M0.06%-60,24913F-HRTimeline
Symphony Financial, Ltd. Co.159,337$11.9M7.02%-5,20713F-HRTimeline
McAdam, LLC156,636$11.8M0.73%-46,42813F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA156,249$11.8M0.06%+9,96813F-HRTimelineGroup
Riverview Trust Co156,140$11.8M11.66%-10813F-HRTimeline
NORTHCAPE WEALTH MANAGEMENT, LLC154,152$11.7M3.77%-95413F-HRTimeline
Carbahal Olsen Financial Services Group…153,510$11.6M11.02%+1,90113F-HRTimeline
Harbour Capital Advisors, LLC155,839$11.6M2.87%+2513F-HRTimeline
MOTIVE WEALTH ADVISORS152,145$11.5M6.16%+31913F-HRTimeline
Omnia Family Wealth, LLC152,058$11.5M4.81%-4,97613F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC151,797$11.5M0.07%+94,33013F-HRTimelineGroup
First Horizon Advisors, Inc.151,615$11.5M0.32%-11,14613F-HRTimeline
Ashton Thomas Private Wealth, LLC150,875$11.4M0.44%+10,33613F-HRTimeline
FIRST MERCHANTS CORP150,511$11.4M0.45%+50,54513F-HRTimeline
HERITAGE INVESTORS MANAGEMENT CORP150,505$11.4M0.39%-2,12413F-HRTimeline
Pinion Investment Advisors, LLC149,780$11.3M2.5%+103,44913F-HRTimeline
Physician Wealth Advisors, Inc.148,670$11.2M1.94%+1,58613F-HRTimeline
Adaptive Financial Consulting, LLC147,937$11.2M4.79%-5,12113F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC147,024$11.1M6.65%+2,31213F-HRTimeline
Armbruster Capital Management, Inc.146,528$11.1M2.21%+6,29713F-HRTimeline
Veery Capital, LLC145,436$11M4.28%-12,88013F-HRTimeline
Summit Wealth Partners, LLC144,995$11M2.22%+41813F-HRTimeline
Petix & Botte Co142,393$10.8M2.84%+27,04913F-HRTimeline
RWA WEALTH PARTNERS, LLC140,575$10.6M0.13%-5,18313F-HRTimeline
Coastline Trust Co139,592$10.6M1.31%-8,77813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
SOUTH PLAINS FINANCIAL, INC.137,869$10.4M8.13%+1,33113F-HRTimeline
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC137,828$10.4M0.65%+4,60013F-HRTimelineGroup
Rock Creek Group LLCin group Rock Creek Group LLC137,655$10.4M1.23%-30,00013F-HRTimelineGroup
Nova R Wealth, Inc.136,348$10.3M5.11%+2,34613F-HRTimeline
IFP Advisors, Inc135,900$10.3M0.32%+63,77813F-HRTimeline
NewEdge Wealth, LLC135,238$10.2M0.19%-17,42513F-HRTimeline
Sequoia Financial Advisors, LLC134,201$10.2M0.08%+92,12413F-HRTimeline
HB Wealth Management, LLC134,011$10.1M0.09%+8,32813F-HRTimeline
Arbor Investment Advisors, LLC133,712$10.1M1.38%+1,70213F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC132,494$10M4.55%+4,41013F-HRTimeline
Deane Retirement Strategies, Inc.131,256$9.93M4.73%new13F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC130,866$9.9M3.34%+9,28213F-HRTimeline
NEPC LLC129,344$9.78M0.27%+54,91313F-HRTimeline
B. Riley Wealth Advisors, Inc.127,422$9.64M0.29%+35,69213F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp127,303$9.63M0.44%+116,34913F-HRTimelineGroup
Hardy Reed LLC126,014$9.53M0.84%013F-HRTimeline
Independent Solutions Wealth Management…125,980$9.53M2.13%+2,27213F-HRTimeline
VAUGHAN & Co SECURITIES, INC.125,668$9.51M5.89%+114,96613F-HRTimeline
Foundry Financial Group, Inc.125,603$9.5M5.85%-2,86613F-HRTimeline
Federation des caisses Desjardins du Qu…124,964$9.45M0.05%+3,81513F-HRTimeline
Rossmore Private Capital123,729$9.36M1.15%+1,53413F-HRTimeline
Canopy Partners, LLC122,197$9.24M3.6%-10,16113F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC122,080$9.24M0.07%+5,85613F-HRTimeline
Allie Family Office LLC121,928$9.22M5.04%-3,73013F-HRTimeline
Life Planning Partners, Inc121,729$9.21M8.34%+1,69613F-HRTimeline
Omega Financial Group, LLC121,355$9.18M3.52%+7313F-HRTimeline
Montecito Bank & Trust119,138$9.01M1.6%-5,94213F-HRTimeline
Tanager Wealth Management LLP119,094$9.01M1.17%-5,16013F-HRTimeline
ANDERSON HOAGLAND & CO132,732$9M1.07%-60313F-HRTimeline
CONNING INC.in group CONNING INC.118,845$8.99M0.31%013F-HRTimelineGroup
Sigma Planning Corp118,441$8.96M0.29%-16,64313F-HRTimeline
SC&H Financial Advisors, Inc.118,336$8.95M1.76%+1713F-HRTimeline
10Elms LLP118,303$8.95M9%+9,76813F-HRTimeline
Stokes Family Office, LLC118,077$8.93M1%-98813F-HRTimeline
Cornerstone Advisory, LLC111,447$8.92M1.04%+9,99813F-HRTimeline
ArchPoint Investors117,752$8.91M2.93%013F-HR/ATimeline
Montz Harcus Wealth Management LLC117,722$8.91M4.87%+13,96813F-HRTimeline
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPin group ARROWSTREET CAPITAL, LIMITED …116,741$8.83M0.01%+25,06913F-HRTimelineGroup
Bremer Bank National Association116,403$8.81M1.57%-88513F-HRTimeline
SAWGRASS ASSET MANAGEMENT LLC115,954$8.77M1.08%+10,74013F-HRTimeline
ROVIN CAPITAL /UT/ /ADV115,815$8.76M2.82%+112,86113F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC112,195$8.76M0.93%-23,21013F-HRTimeline
Westside Investment Management, Inc.115,613$8.75M1.86%+2,14113F-HRTimeline
Summit Trail Advisors, LLC115,493$8.74M0.29%-43,23313F-HRTimeline
DEFINED WEALTH MANAGEMENT, LLC115,173$8.71M5.86%+26,90013F-HRTimeline
Chicago Partners Investment Group LLC109,285$8.71M0.29%+1,79013F-HRTimeline
FDx Advisors, Inc.115,130$8.71M2.83%+20,00113F-HRTimeline
ABC ARBITRAGE SAin group ABC ARBITRAGE SA114,938$8.7M1.62%-66713F-HRTimelineGroup
Cordgrass Capital Advisors, LLC114,773$8.68M2.48%+4,01313F-HRTimeline
COUNTRY CLUB BANK113,594$8.68M0.58%+6,21613F-HRTimeline
MATHER GROUP, LLC.114,057$8.63M0.1%+2,37813F-HRTimeline
Richard W. Paul & Associates, LLC112,953$8.54M3.35%+2,14513F-HRTimeline
Regal Investment Advisors LLC112,940$8.54M0.69%+7,97013F-HRTimeline
Wells Trecaso Financial Group, LLC112,747$8.53M2.84%-97513F-HRTimeline
Avid Wealth Partners LLC112,349$8.5M5.77%-71,49213F-HRTimeline
Smith Salley Wealth Management111,683$8.45M0.55%+9,39113F-HRTimeline
EP Wealth Advisors, LLC111,657$8.45M0.07%-23,53513F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…111,262$8.42M0.63%+47013F-HRTimeline
SYM FINANCIAL Corp110,892$8.39M1.03%013F-HRTimeline
Snowden Capital Advisors LLC110,541$8.36M0.27%-4,54913F-HRTimeline
Wealthstream Advisors, Inc.110,303$8.34M1.56%013F-HRTimeline
Evernest Financial Advisors, LLC110,215$8.34M2.99%-84213F-HRTimeline
Birchcreek Wealth Management, LLC108,547$8.21M5.18%+3,34313F-HRTimeline
D.A. DAVIDSON & CO.108,440$8.2M0.07%+36,86113F-HRTimeline
ACORN CREEK CAPITAL LLC107,795$8.15M4.07%+2,04213F-HRTimeline
Helium Advisors LLC107,164$8.11M5.9%+6,59013F-HRTimeline
INSTRUMENTAL WEALTH, LLC103,808$8.11M7.34%+4,43413F-HRTimeline
Central Pacific Bank - Trust Division106,301$8.04M1.11%-30,65013F-HRTimeline
Widmann Financial Services, Inc.106,286$8.04M6.25%+2,87413F-HRTimeline
Aspect Partners, LLC106,101$8.03M4.6%+14,09913F-HRTimeline
BG Investment Services, LLC105,875$8.01M8.63%-62,77713F-HRTimeline
SIMON QUICK ADVISORS, LLC105,248$7.96M0.45%-4,36613F-HRTimeline
Jackson Hole Capital Partners, LLC104,983$7.94M1.58%+4,06413F-HRTimeline
Alliance Wealth Management Group104,851$7.93M2.14%+6,61913F-HRTimeline
Next Capital Management LLC104,411$7.9M3.79%+2,24413F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC103,830$7.85M2.83%-57113F-HRTimeline
Interchange Capital Partners, LLC103,601$7.84M2.2%+35,85213F-HRTimeline
Mechanics Financial Corp103,540$7.83M3.55%+3,30413F-HRTimeline
Continuum Advisory, LLC103,210$7.81M1.01%+3,20813F-HRTimeline
Modern Wealth Management, LLC102,776$7.78M0.25%+91,32213F-HR/ATimeline
HORIZON BANCORP INC /IN/102,739$7.77M4.39%+1,91313F-HRTimeline
Atlas Legacy Advisors, LLC102,024$7.72M1.96%new13F-HRTimeline
ELEMENT POINTE ADVISORS, LLC102,013$7.72M1.88%+9,06613F-HRTimeline
Plancorp, LLC101,951$7.71M0.31%-1,09113F-HRTimeline
Waldron Private Wealth LLC101,394$7.67M0.36%-5,82513F-HRTimeline
Providence Capital Advisors, LLC101,384$7.67M1.59%-3,43313F-HRTimeline
SlateStone Wealth, LLC101,355$7.67M0.77%+42,17613F-HRTimeline
Urban Financial Advisory Corp100,992$7.64M4.22%+24,79413F-HRTimeline
Abound Wealth Management100,935$7.64M2.55%+36613F-HRTimeline
State of Tennessee, Department of Treas…100,863$7.63M0.03%+12,06313F-HRTimeline
Emerald Advisors, LLC100,181$7.58M1.01%+4,77013F-HRTimeline
Flywheel Private Wealth LLC99,690$7.54M6.87%+6,73913F-HRTimeline
Aspen Wealth Strategies, LLC99,458$7.52M4.93%+4,09913F-HRTimeline
Columbia Bank98,820$7.48M2.59%-13,16613F-HRTimeline
Wade Financial Advisory, Inc98,489$7.45M2.55%+16113F-HRTimeline
Econ Financial Services Corp98,475$7.45M3.97%-24,47913F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC98,404$7.44M0.2%-12,83813F-HRTimeline
TCV Trust & Wealth Management, Inc.97,140$7.35M0.68%+23013F-HRTimeline
Sunbelt Securities, Inc.96,674$7.31M0.65%+74213F-HRTimeline
Penney Financial, LLC96,558$7.3M4.8%+4,41513F-HRTimeline
Red Tortoise LLC96,401$7.29M3.8%013F-HRTimeline
Rodgers & Associates, LTD94,947$7.18M0.88%+65213F-HRTimeline
Calamos Wealth Management LLCin group Calamos Advisors LLC94,678$7.16M0.36%+3,32413F-HRTimelineGroup
Clayton Financial Group LLC94,564$7.15M2.62%+11,29813F-HRTimeline
GoalVest Advisory LLC94,210$7.13M1.96%+59,98113F-HRTimeline
Graypoint LLC93,877$7.1M0.44%-7,78313F-HRTimeline
YHB Investment Advisors, Inc.93,464$7.07M0.59%-5113F-HRTimeline
J.W. COLE ADVISORS, INC.92,529$7M0.22%+31,29813F-HRTimeline
Scarborough Advisors, LLC92,440$6.99M1%+4,46313F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV92,403$6.99M0.53%+18,83113F-HRTimeline