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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
Auour Investments LLC82,583$6.08M2.12%+3,37413F-HRTimeline
CAMELOT TECHNOLOGY ADVISORS, INC.86,443$6.08M5.53%+1,42913F-HRTimeline
Paladin Advisory Group, LLC86,361$6.07M4.65%+1,79513F-HRTimeline
Bleakley Financial Group, LLC85,391$6M0.18%+10,39813F-HRTimeline
INSIGHT 2811, INC.85,307$6M3.09%-2,08813F-HRTimeline
LongView Wealth Management84,091$5.91M1.8%+9,23313F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…83,467$5.87M0.13%+1,77813F-HRTimelineGroup
Clayton Financial Group LLC83,266$5.85M2.11%+4,23413F-HRTimeline
Mayflower Financial Advisors, LLC82,963$5.83M0.87%+11413F-HRTimeline
Prime Buchholz LLC82,130$5.77M1.88%13F-HRTimeline
King Wealth Management Group81,229$5.71M0.83%-2,00713F-HRTimeline
Relyea Zuckerberg Hanson LLC80,471$5.66M0.76%+75913F-HRTimeline
Kendall Capital Management79,721$5.6M1.64%+2,44613F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC79,697$5.6M0.01%new13F-HRTimelineGroup
Brio Consultants, LLC79,386$5.58M0.87%+4,64913F-HRTimeline
Aspen Investment Management Inc78,596$5.52M2.56%-34913F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …78,432$5.51M0.15%-1,54213F-HRTimelineGroup
Laurel Wealth Advisors LLC78,109$5.49M0.86%+1513F-HRTimeline
EWA, LLC77,753$5.46M2.05%+5,20813F-HRTimeline
NWAM LLC77,397$5.44M0.34%+6,33013F-HRTimeline
Wealth Dimensions Group, Ltd.77,129$5.42M1.33%+1,20113F-HRTimeline
SWMG, LLC74,074$5.37M2.14%+6,41613F-HRTimeline
Rothschild Wealth LLC76,289$5.36M1.57%+42,71013F-HRTimeline
Urban Financial Advisory Corp76,198$5.36M2.94%+2,80913F-HRTimeline
LOUISBOURG INVESTMENTS INC.75,842$5.33M1.4%+5,51413F-HRTimeline
Dorsey & Whitney Trust CO LLC75,233$5.29M0.29%+7,27413F-HRTimeline
Enclave Advisors LLC75,145$5.28M0.87%+24,77113F-HRTimeline
TOWNSQUARE CAPITAL LLC74,871$5.26M0.06%+87313F-HRTimeline
SPINNAKER TRUST74,781$5.26M0.33%+3,96013F-HRTimeline
LEUTHOLD GROUP, LLC74,495$5.24M0.63%-6,73313F-HRTimeline
Certified Advisory Corp74,492$5.24M0.57%+10,26113F-HRTimeline
NEPC LLC74,431$5.23M0.14%+9613F-HRTimeline
Capital Investment Advisory Services, L…74,325$5.22M0.5%-74213F-HRTimeline
Aprio Wealth Management, LLC74,295$5.22M0.76%-2,52513F-HRTimeline
IHT Wealth Management, LLC73,843$5.19M0.17%-33,55313F-HRTimeline
Brooklyn FI, LLC73,615$5.17M1.72%+23,59613F-HR/ATimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV73,572$5.17M0.38%+1,73613F-HRTimeline
Accurate Wealth Management, LLC73,735$5.14M0.99%+14,42413F-HRTimeline
Telos Capital Management, Inc.72,756$5.11M0.55%-6913F-HRTimeline
Apella Capital, LLC72,555$5.1M0.2%+6,03613F-HRTimeline
TFB Advisors LLC72,282$5.08M1.45%+1,56513F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…72,268$5.08M0.86%+3,59613F-HRTimeline
ACIMA PRIVATE WEALTH, LLC72,179$5.07M1.71%+2,53213F-HRTimeline
IFP Advisors, Inc72,122$5.07M0.17%-19,31313F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC71,671$5.04M0.36%-11,12813F-HRTimeline
D.A. DAVIDSON & CO.71,579$5.03M0.04%+26,18213F-HRTimeline
Western Wealth Management, LLC71,228$5.01M0.33%-50713F-HR/ATimeline
Sharp Wealth Advisory, LLC70,779$4.97M3.78%+5,28513F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\70,255$4.94M<0.01%-3,95913F-HR/ATimelineGroup
CFS Investment Advisory Services, LLC70,178$4.93M0.44%+2,67513F-HRTimeline
Ascent Capital Management, LLC69,892$4.91M5.02%13F-HRTimeline
FIDUCIENT ADVISORS LLC69,863$4.91M0.61%+3,59013F-HRTimeline
May Hill Capital, LLC69,572$4.89M1.89%13F-HRTimeline
BOSTON RESEARCH & MANAGEMENT INC69,100$4.86M1.17%+1,61513F-HR/ATimeline
Intrua Financial, LLC69,030$4.85M0.79%+7,42213F-HRTimeline
Financial Synergies Wealth Advisors, In…68,698$4.83M0.6%+2,37913F-HRTimeline
Legacy Financial Advisors, Inc.68,190$4.79M0.79%-4,62913F-HRTimeline
INVESTMENT PARTNERS, LTD.68,150$4.79M1.97%+1513F-HRTimeline
Argent Trust Co67,889$4.77M0.19%-1,39013F-HRTimeline
Interchange Capital Partners, LLC67,749$4.76M1.73%-3,94313F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV67,612$4.75M0.39%+1,29613F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC66,746$4.69M0.01%-24,56113F-HRTimelineGroup
AAF Wealth Management, LLC65,948$4.63M2.34%+33813F-HR/ATimeline
Eagle Strategies LLC65,790$4.62M0.8%+1,08913F-HRTimeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC65,516$4.6M0.07%+33,17513F-HRTimelineGroup
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC65,184$4.58M0.41%-65213F-HRTimelineGroup
TAGStone Capital, Inc.65,167$4.58M2.25%+88313F-HRTimeline
SoundView Advisors Inc.65,141$4.58M1.89%13F-HRTimeline
Arkadios Wealth Advisors64,924$4.56M0.25%-4,29613F-HRTimeline
Eldridge Investment Advisors, Inc.64,804$4.55M1.06%-9,35213F-HRTimeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…64,708$4.55M0.48%-10,03613F-HRTimelineGroup
Bowman & Co S.C.64,455$4.53M2.34%+52213F-HRTimeline
Caldwell Trust Co64,181$4.51M0.47%+8,98213F-HRTimeline
Invera Wealth Advisors, LLC61,626$4.5M4.46%-68013F-HRTimeline
DecisionMap Wealth Management, LLC63,731$4.48M3.55%13F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.63,632$4.47M0.37%+32213F-HRTimeline
Elyxium Wealth, LLC63,501$4.46M2.72%+24,42913F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…63,256$4.45M0.23%-69513F-HRTimeline
Canvas Wealth Advisors, LLC63,205$4.44M1.12%+9,96413F-HRTimeline
Roble, Belko & Company, Inc63,198$4.44M0.71%-57313F-HRTimeline
Carrera Capital Advisors62,473$4.39M1.03%-1,70113F-HRTimeline
SELDON CAPITAL LP62,425$4.39M1.8%013F-HRTimeline
Elmwood Wealth Management, Inc.62,308$4.38M1.77%-2,84113F-HRTimeline
TruNorth Capital Management, LLC62,293$4.38M1.2%-4013F-HRTimeline
Segment Wealth Management, LLC62,215$4.37M0.3%-2,30013F-HRTimeline
TRUE Private Wealth Advisors62,009$4.36M0.53%+67813F-HRTimeline
Emergent Wealth Advisors, LLC61,892$4.35M3.15%+77613F-HRTimeline
Parkside Financial Bank & Trust61,735$4.34M0.57%-2,18613F-HRTimeline
J.W. COLE ADVISORS, INC.61,231$4.3M0.17%+2,95713F-HRTimeline
One Degree Advisors Inc57,443$4.3M1.75%+5,74513F-HRTimeline
Aptus Capital Advisors, LLC60,617$4.26M0.05%+34,55713F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…60,218$4.23M0.17%+2,47613F-HRTimelineGroup
Tanglewood Wealth Management, Inc.59,957$4.21M0.49%-5,28713F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC59,921$4.21M0.39%+2,18713F-HRTimeline
Joel Adams & Associates, Inc.59,890$4.21M3.82%13F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC59,859$4.21M1.05%-3,89113F-HRTimelineGroup
Trek Financial, LLC59,845$4.21M0.31%-100,24613F-HRTimeline
CENTRAL TRUST Co59,814$4.2M0.1%-7,82513F-HRTimeline
Atlanta Consulting Group Advisors, LLC59,767$4.2M1.55%-3,71113F-HR/ATimeline
ELEVATION POINT WEALTH PARTNERS, LLC59,708$4.2M0.34%+20,11813F-HR/ATimeline
Prospera Financial Services Inc59,553$4.19M0.1%-9213F-HRTimeline
SlateStone Wealth, LLC59,179$4.16M0.41%+20,43013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC59,063$4.15M0.01%+25,00813F-HRTimelineGroup
Fiduciary Group, LLC59,033$4.15M0.42%-33013F-HRTimeline
William Howard & Co Financial Advisors …59,006$4.15M3.75%+6,78813F-HRTimeline
Confluence Wealth Services, Inc.56,587$4.14M0.27%+10613F-HRTimeline
MSH Capital Advisors LLC58,537$4.11M1.3%+96513F-HRTimeline
Fi3 FINANCIAL ADVISORS, LLC58,376$4.1M1.54%+23,93813F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC58,366$4.1M0.52%+1,74413F-HRTimeline
Waypoint Wealth Partners Inc.57,936$4.07M1.11%+53713F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC57,467$4.04M0.03%+8,60113F-HRTimelineGroup
ADE, LLC57,204$4.02M2.47%+1,72713F-HRTimeline
Beirne Wealth Consulting Services, LLC56,852$4M1.44%+17813F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.56,858$4M0.05%+32,40413F-HRTimelineGroup
Colonial Trust Advisorsgroup of 2 filers holding56,797$3.99M-1,718Timeline
Merkkuri Wealth Advisors LLC56,767$3.99M3.16%-22,26313F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding56,625$3.98M-5,045Timeline
Prism Advisors, Inc.56,487$3.97M1.19%+26913F-HRTimeline
SMITH SHELLNUT WILSON LLC /ADV56,443$3.97M1.76%+54513F-HRTimeline
Endowment Wealth Management, Inc.55,980$3.93M2.64%+1,10313F-HRTimeline
High Net Worth Advisory Group LLC55,486$3.9M1.09%+64413F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.55,002$3.9M0.01%+6,89413F-HRTimelineGroup
Hubbell Strickland Wealth Management, L…55,112$3.87M1.84%+1,53513F-HRTimeline
Pembroke Management, LTD54,949$3.86M0.48%+6,24113F-HRTimeline
Bray Capital Advisors54,895$3.86M1.04%-96513F-HRTimeline
JGP Wealth Management, LLC54,714$3.85M0.5%+3,61713F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC54,616$3.84M0.14%-6913F-HRTimeline
ORRSTOWN FINANCIAL SERVICES INC54,463$3.83M1.03%-5,25013F-HRTimeline
Busey Bank54,435$3.83M0.13%+3413F-HRTimeline
PACK Private Wealth, LLC53,732$3.78M2.22%013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …53,313$3.75M0.06%+1,08113F-HRTimelineGroup
WEALTHEDGE INVESTMENT ADVISORS, LLC53,029$3.73M1.68%13F-HRTimeline
Global Trust Asset Management, LLC52,931$3.72M1.41%-1,70513F-HRTimeline
SAPIENT CAPITAL LLC52,919$3.72M0.07%+32,29713F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding52,913$3.72M+15,472Timeline
Outlook Wealth Advisors, LLC52,803$3.71M1.07%+1,31413F-HRTimeline
Wellington Wealth Strategies, LLC.48,824$3.71M3.37%+2,46813F-HRTimeline
Wilmington Savings Fund Society, FSB52,562$3.69M0.07%+5,72313F-HRTimeline
Element Wealth, LLC52,364$3.68M1.92%+1,71013F-HRTimeline
JPL Wealth Management, LLC52,142$3.66M1.05%13F-HRTimeline
Soltis Investment Advisors LLC51,951$3.65M0.34%-2,46313F-HRTimeline
OBSIDIAN CIO, LLC51,433$3.61M0.66%+10,09013F-HRTimeline
Rinkey Investments50,383$3.54M1.13%013F-HRTimeline
Roundview Capital LLC50,309$3.54M0.25%+1,45913F-HRTimeline
REDW Wealth LLC50,294$3.53M1.23%new13F-HRTimeline
Avior Wealth Management, LLC50,245$3.53M0.13%-94513F-HRTimeline
Kingsview Wealth Management, LLC50,229$3.53M0.07%+9,19013F-HRTimeline
Sandy Cove Advisors, LLC50,190$3.53M1.39%+5,27713F-HRTimeline
Greykasell Wealth Strategies, Inc.50,034$3.52M1.95%13F-HRTimeline
Heritage Family Offices, LLP49,970$3.51M1.75%+95013F-HRTimeline
Visionary Wealth Advisors49,933$3.51M0.21%-1,09513F-HRTimeline
TRUST POINT INC.49,898$3.51M0.24%-3,68813F-HRTimeline
PRIVATE CLIENT SERVICES, LLC49,608$3.49M1.87%-19,81213F-HRTimeline
Eley Financial Management, Inc49,424$3.47M1.35%+11613F-HRTimeline
Koshinski Asset Management, Inc.49,285$3.46M0.31%+14813F-HRTimeline
SkyView Investment Advisors, LLC49,012$3.44M0.55%+10313F-HRTimeline
PKS Advisory Services, LLC48,888$3.44M0.86%13F-HRTimeline
FAS Wealth Partners, Inc.48,802$3.43M0.29%-2,17013F-HRTimeline
Wakefield Asset Management LLLPin group Wakefield Asset Management LL…48,773$3.43M1.16%+2,23013F-HRTimelineGroup
FIRST UNITED BANK & TRUST48,654$3.42M1.24%-64713F-HRTimeline
Schiavi & Co LLC48,551$3.41M1.33%+19,66713F-HRTimeline
Chesley Taft & Associates LLC48,515$3.41M0.16%013F-HRTimeline
Fulton Bank, N.A.48,374$3.4M0.13%+16,27313F-HRTimeline
CVA Family Office, LLC47,360$3.33M0.53%-64113F-HRTimeline
Centerpoint Advisors, LLC47,331$3.33M1.16%-2,11613F-HRTimeline
Hofer & Associates. Inc47,054$3.31M2.22%+7,79813F-HRTimeline
HARBOUR INVESTMENTS, INC.47,020$3.3M0.09%+2,97113F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC46,593$3.27M0.9%-1,98313F-HRTimeline
Claro Advisors Inc.46,396$3.26M0.44%-42,02113F-HRTimeline
Pinion Investment Advisors, LLC46,331$3.26M1.3%+14,97713F-HRTimeline
PrairieView Partners, LLC46,176$3.25M0.34%-5,12813F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC46,070$3.24M0.05%+1113F-HRTimeline
Valmark Advisers, Inc.45,941$3.23M0.05%-4,55013F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC45,680$3.21M0.25%-1,48013F-HRTimeline
Windward Private Wealth Management Inc.45,448$3.19M1.25%013F-HRTimeline
OKABENA INVESTMENT SERVICES INC45,237$3.18M0.88%+79413F-HRTimeline
Palisade Asset Management, LLC45,159$3.17M0.32%-1,62613F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT44,859$3.15M0.13%+5,36113F-HRTimeline
Bernard Wealth Management Corp.44,725$3.14M1.48%13F-HR/ATimeline
Patton Albertson Miller Group, LLC44,512$3.13M0.42%+17213F-HRTimeline
Florida Trust Wealth Management Co44,510$3.13M0.1%+12,40013F-HRTimeline
Inman Jager Wealth Management, LLC44,202$3.11M2.42%13F-HRTimeline
Empower Advisory Group, LLC44,158$3.1M0.01%-4,21713F-HRTimeline
MONECO ADVISORS, LLC44,081$3.1M0.33%+12,27813F-HR/ATimeline
BRIGHTON JONES LLC44,040$3.1M0.09%-97213F-HR/ATimeline
Vista Cima Wealth Management LLC43,811$3.08M3.2%13F-HRTimeline
CIBC WORLD MARKET INC.43,812$3.08M0.01%-10,86413F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC43,671$3.07M1.09%-21713F-HRTimeline
CSM Advisors, LLC43,474$3.06M0.14%013F-HR/ATimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding42,612$2.99M+2,461Timeline
NorthRock Partners, LLC42,465$2.98M0.1%+13,01213F-HR/ATimeline
Ellis Investment Partners, LLC42,330$2.97M0.59%-65413F-HRTimeline
Sequoia Financial Advisors, LLC42,077$2.96M0.03%+2,74513F-HR/ATimeline
LTG Capital LLC42,009$2.95M2.48%+2,56313F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS41,700$2.93M<0.01%new13F-HRTimelineGroup
Madison Wealth Partners, Inc41,675$2.93M0.82%-1,11713F-HRTimeline
KALEIDOSCOPE CAPITAL LP41,650$2.93M2.87%13F-HRTimeline
PFG Advisors41,430$2.91M0.18%-2,05013F-HRTimeline
BEAM WEALTH ADVISORS, INC.41,309$2.9M0.92%+4,42113F-HRTimeline
Compound Planning, Inc.41,268$2.9M0.15%+14,60013F-HRTimeline