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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
Affinity Capital Advisors, LLC95,013$6.97M1.38%-1,80913F-HRTimeline
LongView Wealth Management91,666$6.93M2.08%+7,57513F-HRTimeline
SMITHBRIDGE ASSET MANAGEMENT INC/DE91,416$6.92M1.28%13F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC90,409$6.84M0.01%+31,34613F-HRTimelineGroup
Planned Solutions, Inc.90,202$6.82M2.8%+1,37813F-HRTimeline
Kendall Capital Management89,599$6.78M1.99%+9,87813F-HRTimeline
Hickory Point Bank & Trust88,831$6.72M5.91%+1,26913F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.88,655$6.71M0.48%-28,17013F-HRTimelineGroup
EARNED WEALTH ADVISORS, LLC88,361$6.68M1.47%new13F-HRTimeline
Royal Harbor Partners, LLC88,045$6.66M2.58%new13F-HRTimeline
Aprio Wealth Management, LLC87,296$6.6M0.83%+13,00113F-HRTimeline
West Coast Financial LLC86,975$6.58M0.75%+83,94713F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.86,911$6.57M0.41%+75,54613F-HRTimelineGroup
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD86,731$6.56M0.03%+23013F-HRTimelineGroup
PRIVATE CLIENT SERVICES, LLC86,644$6.55M3.24%+37,03613F-HRTimeline
CAMELOT TECHNOLOGY ADVISORS, INC.86,144$6.52M6.02%-29913F-HRTimeline
Bleakley Financial Group, LLC86,063$6.51M0.21%+67213F-HRTimeline
Enclave Advisors LLC86,017$6.51M1.11%+10,87213F-HRTimeline
Oakwell Private Wealth Management, LLC85,926$6.5M1.79%-2,68013F-HRTimeline
Wealth Dimensions Group, Ltd.84,431$6.39M1.52%+7,30213F-HRTimeline
Avion Wealth90,169$6.34M1.63%013F-HRTimeline
Asset Dedication, LLC83,264$6.3M0.51%-23,28013F-HRTimeline
Pinnacle Financial Partners Inc87,107$6.29M0.13%-7,12713F-HRTimeline
SWMG, LLC80,359$6.27M2.49%+6,28513F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC82,672$6.25M0.01%+15,92613F-HRTimelineGroup
TOUNJIAN ADVISORY PARTNERS, LLC82,534$6.24M1.17%13F-HRTimeline
Relyea Zuckerberg Hanson LLC82,516$6.24M0.84%+2,04513F-HRTimeline
May Hill Capital, LLC82,271$6.22M2.35%+12,69913F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…81,742$6.18M0.13%-1,72513F-HRTimelineGroup
INSIGHT 2811, INC.81,587$6.17M3.13%-3,72013F-HRTimeline
PRIVATE TRUST CO NA81,430$6.16M0.63%-13,73213F-HRTimeline
LOUISBOURG INVESTMENTS INC.81,185$6.14M1.67%+5,34313F-HRTimeline
Mayflower Financial Advisors, LLC80,995$6.13M0.93%-1,96813F-HRTimeline
HRT FINANCIAL LP80,483$6.09M0.04%+63,24313F-HRTimeline
NWAM LLC80,462$6.09M0.52%+3,06513F-HRTimeline
Lane & Associates LLC79,434$6.01M3.24%+43,58013F-HRTimeline
Paladin Advisory Group, LLC79,347$6M4.8%-7,01413F-HRTimeline
King Wealth Management Group78,916$5.97M0.9%-2,31313F-HRTimeline
Capital Investment Advisory Services, L…77,975$5.9M0.53%+3,65013F-HRTimeline
Brio Consultants, LLC77,970$5.9M0.93%-1,41613F-HR/ATimeline
Advocacy Wealth Management, LLC77,908$5.89M0.4%+61,94713F-HRTimeline
TruNorth Capital Management, LLC77,766$5.88M1.46%+15,47313F-HRTimeline
AVALON CAPITAL MANAGEMENT77,708$5.88M1.71%new13F-HRTimeline
Laurel Wealth Advisors LLC77,497$5.86M0.92%-61213F-HRTimeline
Auour Investments LLC73,862$5.81M2.11%-8,72113F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …76,847$5.81M0.16%-1,58513F-HRTimelineGroup
Aspen Investment Management Inc76,432$5.78M2.67%-2,16413F-HRTimeline
Certified Advisory Corp76,238$5.77M0.65%+1,74613F-HRTimeline
Dorsey & Whitney Trust CO LLC76,204$5.76M0.33%+97113F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp75,571$5.72M0.37%-35,47013F-HRTimelineGroup
LEUTHOLD GROUP, LLC74,909$5.67M0.74%+41413F-HRTimeline
TFB Advisors LLC74,765$5.66M1.63%+2,48313F-HRTimeline
Accurate Wealth Management, LLC76,843$5.64M1.08%+3,10813F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…73,535$5.56M0.97%+1,26713F-HRTimeline
Western Wealth Management, LLC73,324$5.55M0.37%+2,09613F-HRTimeline
Ascent Capital Management, LLC73,001$5.52M5.56%+3,10913F-HRTimeline
St. Clair Advisors, LLC72,841$5.51M1.54%new13F-HRTimeline
IHT Wealth Management, LLC72,413$5.48M0.17%-1,43013F-HRTimeline
Telos Capital Management, Inc.72,303$5.47M0.6%-45313F-HRTimeline
Rothschild Wealth LLC71,860$5.44M1.52%-4,42913F-HRTimeline
Arkadios Wealth Advisors71,135$5.38M0.2%+6,21113F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC70,119$5.3M1.01%-103,78213F-HR/ATimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\69,527$5.26M<0.01%-72813F-HRTimelineGroup
BOSTON RESEARCH & MANAGEMENT INC69,129$5.23M1.28%+2913F-HR/ATimeline
VANGUARD GROUP INCgroup of 2 filers holding69,110$5.23M+12,485Timeline
Brooklyn FI, LLC66,147$5.23M1.61%-7,46813F-HRTimeline
Compton Financial Group, LLC69,076$5.23M1.5%-670,07313F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.68,537$5.18M0.07%+11,67913F-HRTimelineGroup
Financial Synergies Wealth Advisors, In…68,295$5.17M0.63%-40313F-HRTimeline
CWA Asset Management Group, LLC68,194$5.16M0.25%+53,82313F-HRTimeline
TOWNSQUARE CAPITAL LLC68,017$5.15M0.05%-6,85413F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC67,976$5.14M0.37%-3,69513F-HRTimeline
Eagle Strategies LLC67,834$5.13M0.89%+2,04413F-HRTimeline
Caldwell Trust Co66,776$5.05M0.54%+2,59513F-HRTimeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC66,503$5.03M0.09%+98713F-HRTimelineGroup
Argent Trust Co66,332$5.02M0.21%-1,55713F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…65,695$4.97M0.2%+5,47713F-HRTimelineGroup
INVESTMENT PARTNERS, LTD.65,328$4.94M2.05%-2,82213F-HRTimeline
ACIMA PRIVATE WEALTH, LLC65,170$4.93M1.77%-7,00913F-HRTimeline
Parkside Financial Bank & Trust65,139$4.93M0.63%+3,40413F-HRTimeline
Legacy Financial Advisors, Inc.64,936$4.91M0.82%-3,25413F-HRTimeline
Eldridge Investment Advisors, Inc.64,804$4.9M1.13%013F-HRTimeline
SoundView Advisors Inc.64,809$4.9M2.02%-33213F-HRTimeline
DecisionMap Wealth Management, LLC64,761$4.9M3.73%+1,03013F-HRTimeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…64,708$4.9M0.51%013F-HRTimelineGroup
Bowman & Co S.C.64,502$4.88M2.4%+4713F-HRTimeline
TAGStone Capital, Inc.63,880$4.83M2.38%-1,28713F-HRTimeline
Ellevest, Inc.63,577$4.81M0.32%-46,04513F-HRTimeline
NAPATREE CAPITAL LLC63,320$4.79M2.69%+44,55313F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV63,286$4.79M0.38%-4,32613F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS63,060$4.77M<0.01%+21,36013F-HRTimelineGroup
Roble, Belko & Company, Inc63,036$4.77M0.76%-16213F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC62,828$4.75M0.45%-2,35613F-HRTimelineGroup
EWA, LLC62,565$4.73M1.76%-15,18813F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.62,430$4.72M0.39%-1,20213F-HRTimeline
SELDON CAPITAL LP62,425$4.72M2.97%013F-HRTimeline
Elmwood Wealth Management, Inc.62,407$4.72M1.94%+9913F-HRTimeline
Carrera Capital Advisors62,182$4.7M1.04%-29113F-HRTimeline
Elyxium Wealth, LLC62,179$4.7M2.08%-1,32213F-HRTimeline
Intrua Financial, LLC62,140$4.7M0.74%-6,89013F-HRTimeline
TWO SIGMA SECURITIES, LLC61,959$4.69M0.72%+39,61113F-HRTimeline
NISA INVESTMENT ADVISORS, LLC61,800$4.68M0.02%-360,55013F-HRTimeline
PKS Advisory Services, LLC61,452$4.67M1.28%+12,56413F-HRTimeline
CFS Investment Advisory Services, LLC61,746$4.67M0.42%-8,43213F-HRTimeline
FIDUCIENT ADVISORS LLC61,375$4.64M0.58%-8,48813F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC61,289$4.64M0.45%+1,36813F-HRTimeline
MSH Capital Advisors LLC61,034$4.62M1.43%+2,49713F-HRTimeline
Hubbell Strickland Wealth Management, L…60,444$4.57M2.16%+5,33213F-HRTimeline
SPINNAKER TRUST60,409$4.57M0.3%-14,37213F-HRTimeline
Joel Adams & Associates, Inc.60,273$4.56M4.1%+38313F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…60,271$4.56M0.24%-2,98513F-HRTimeline
ADE, LLC59,137$4.47M2.58%+1,93313F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding59,036$4.47M+2,239Timeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.65,689$4.46M0.01%+10,68713F-HRTimelineGroup
Canvas Wealth Advisors, LLC58,050$4.45M1.14%-5,15513F-HRTimeline
Segment Wealth Management, LLC58,755$4.44M0.3%-3,46013F-HRTimeline
Westfuller Advisors, LLC58,694$4.44M2.96%-39,83513F-HRTimeline
JGP Wealth Management, LLC58,582$4.43M0.58%+3,86813F-HRTimeline
CENTRAL TRUST Co58,500$4.43M0.11%-1,31413F-HRTimeline
Northwest & Ethical Investments L.P.58,128$4.4M0.12%-100,82413F-HRTimeline
AAF Wealth Management, LLC58,058$4.39M2.37%-7,89013F-HRTimeline
Fiduciary Group, LLC58,027$4.39M0.44%-1,00613F-HRTimeline
Waypoint Wealth Partners Inc.57,468$4.35M1.2%-46813F-HRTimeline
Beirne Wealth Consulting Services, LLC57,431$4.35M1.55%+57913F-HRTimeline
Roundview Capital LLC56,846$4.3M0.31%+6,53713F-HRTimeline
RETIREMENT CAPITAL STRATEGIES56,792$4.3M1.68%new13F-HRTimeline
Prospera Financial Services Inc56,644$4.29M0.1%-2,90913F-HRTimeline
REDW Wealth LLC56,440$4.27M1.59%+6,14613F-HRTimeline
William Howard & Co Financial Advisors …56,364$4.26M4%-2,64213F-HRTimeline
Tanglewood Wealth Management, Inc.56,342$4.26M0.48%-3,61513F-HRTimeline
JPL Wealth Management, LLC56,312$4.26M1.22%+4,17013F-HR/ATimeline
One Degree Advisors Inc56,307$4.26M1.75%-1,13613F-HRTimeline
Florida Trust Wealth Management Co56,222$4.25M0.14%+11,71213F-HRTimeline
SMITH SHELLNUT WILSON LLC /ADV56,195$4.25M1.95%-24813F-HRTimeline
WEALTH ALLIANCE, LLC56,094$4.24M0.51%+38,23013F-HRTimeline
Sandy Cove Advisors, LLC55,978$4.23M1.7%+5,78813F-HRTimeline
Emergent Wealth Advisors, LLC55,713$4.21M3.05%-6,17913F-HRTimeline
Synergy Investment Management, LLC55,404$4.19M1.75%-38,53913F-HRTimeline
High Net Worth Advisory Group LLC55,362$4.19M1.18%-12413F-HRTimeline
Prism Advisors, Inc.55,316$4.18M1.29%-1,17113F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC55,146$4.17M0.56%-3,22013F-HRTimeline
Endowment Wealth Management, Inc.55,057$4.17M2.68%-92313F-HRTimeline
Aptus Capital Advisors, LLC55,006$4.16M0.05%-5,61113F-HRTimeline
Outlook Wealth Advisors, LLC54,952$4.16M1.16%+2,14913F-HRTimeline
Confluence Wealth Services, Inc.53,568$4.11M0.26%-3,01913F-HRTimeline
Prosperity Consulting Group, LLC54,227$4.1M0.32%+22,42413F-HRTimeline
Busey Bank54,074$4.09M0.14%-36113F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC54,066$4.09M1.05%-5,79313F-HRTimelineGroup
Invera Wealth Advisors, LLC53,907$4.08M2.64%-7,71913F-HR/ATimeline
Greykasell Wealth Strategies, Inc.53,665$4.06M2.17%+3,63113F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC53,361$4.04M0.14%-1,25513F-HRTimeline
SAPIENT CAPITAL LLC53,189$4.02M0.08%+27013F-HRTimeline
Center For Asset Management LLC53,179$4.02M2.46%+18,88013F-HRTimeline
FIRST UNITED BANK & TRUST52,122$3.94M1.47%+3,46813F-HRTimeline
MASSACHUSETTS FINANCIAL SERVICES CO /MA/in group MASSACHUSETTS FINANCIAL SERVI…51,864$3.92M<0.01%+37,55813F-HRTimelineGroup
Element Wealth, LLC51,666$3.91M2.1%-69813F-HRTimeline
Atlanta Consulting Group Advisors, LLC51,662$3.91M1.14%-8,10513F-HRTimeline
Koshinski Asset Management, Inc.50,695$3.84M0.33%+1,41013F-HRTimeline
Fi3 FINANCIAL ADVISORS, LLC50,508$3.82M1.55%-7,86813F-HRTimeline
Fulton Bank, N.A.50,505$3.82M0.15%+2,13113F-HRTimeline
Rinkey Investments50,383$3.81M1.21%013F-HRTimeline
Keystone Global Partners, LLC50,167$3.8M2.66%13F-HRTimeline
Eley Financial Management, Inc50,013$3.79M1.52%+58913F-HRTimeline
Savvy Advisors, Inc.49,966$3.78M0.38%+40,48413F-HRTimeline
Pembroke Management, LTD49,808$3.77M0.55%-5,14113F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …49,770$3.77M0.06%-3,54313F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.49,681$3.76M0.11%+2,66113F-HRTimeline
TRUST POINT INC.49,672$3.76M0.34%-22613F-HRTimeline
FAS Wealth Partners, Inc.49,645$3.76M0.31%+84313F-HRTimeline
PACK Private Wealth, LLC49,599$3.75M2.23%-4,13313F-HRTimeline
Wakefield Asset Management LLLPin group Wakefield Asset Management LL…49,557$3.75M1.14%+78413F-HRTimelineGroup
Visionary Wealth Advisors49,234$3.72M0.22%-69913F-HRTimeline
SkyView Investment Advisors, LLC49,166$3.72M0.56%+15413F-HRTimeline
Belpointe Asset Management LLC48,467$3.67M0.19%+43,55013F-HRTimeline
NorthRock Partners, LLC48,455$3.67M0.12%+5,99013F-HRTimeline
Avior Wealth Management, LLC48,317$3.66M0.14%-1,92813F-HRTimeline
Hofer & Associates. Inc47,736$3.61M2.45%+68213F-HRTimeline
Schiavi & Co LLC47,576$3.6M1.32%-97513F-HRTimeline
Meridian Wealth Management, LLC47,462$3.59M0.17%+11,68313F-HRTimeline
Park Place Capital Corp47,435$3.59M0.97%-99,36613F-HRTimeline
PrairieView Partners, LLC47,403$3.59M0.37%+1,22713F-HRTimeline
Chesley Taft & Associates LLC47,058$3.56M0.17%-1,45713F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding44,884$3.54M+7,457Timeline
Centerpoint Advisors, LLC46,685$3.53M1.3%-64613F-HRTimeline
Heritage Family Offices, LLP46,634$3.53M1.8%-3,33613F-HRTimeline
POM Investment Strategies, LLC46,253$3.5M4.09%new13F-HRTimeline
Valmark Advisers, Inc.46,105$3.49M0.05%+16413F-HRTimeline
Kingsview Wealth Management, LLC46,043$3.48M0.07%-4,18613F-HRTimeline
Coastal Bridge Advisors, LLC45,994$3.48M0.31%+8,98713F-HR/ATimeline
Bernard Wealth Management Corp.45,783$3.46M1.69%+1,05813F-HRTimeline
OKABENA INVESTMENT SERVICES INC45,708$3.46M0.87%+47113F-HRTimeline
ORRSTOWN FINANCIAL SERVICES INC45,661$3.45M0.82%-8,80213F-HRTimeline
Palisade Asset Management, LLC45,497$3.44M0.35%+33813F-HRTimeline
Boyd Wealth Management, LLC45,432$3.44M1.71%+4,49913F-HRTimeline
BRIGHTON JONES LLC45,264$3.42M0.11%+1,22413F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding44,766$3.39M-8,147Timeline
CVA Family Office, LLC44,554$3.37M0.52%-2,80613F-HRTimeline
Windward Private Wealth Management Inc.44,408$3.36M1.31%-1,04013F-HRTimeline
Inman Jager Wealth Management, LLC44,367$3.36M2.51%+16513F-HRTimeline
Wilshire Advisors LLC443,551$3.36M10.61%-384,05513F-HR/ATimeline