Skip to content
Disclosery

IEFA ISHARES TR

Follow

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
Boyd Wealth Management, LLC40,933$2.88M1.42%+28913F-HRTimeline
Sierra Capital LLC40,918$2.88M0.34%013F-HRTimeline
Compass Investment Advisers LLC40,827$2.87M8.33%13F-HRTimeline
Capital Investment Counsel, LLC40,751$2.86M0.48%-20213F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC40,644$2.86M1.98%-1,23913F-HRTimeline
One Capital Management, LLC40,556$2.85M0.09%-11813F-HRTimeline
Beacon Bridge Wealth Partners, LLC40,224$2.83M1.2%-3,52213F-HRTimeline
AtlasMark Financial, Inc39,873$2.8M2.58%+14813F-HRTimeline
Old Port Advisors39,719$2.79M0.8%+3,59313F-HRTimeline
BWM Planning, LLC39,627$2.78M1.21%+21613F-HRTimeline
Legacy Trust39,580$2.78M0.65%013F-HRTimeline
PFG Investments, LLC39,343$2.76M0.17%+1,77113F-HRTimeline
Forefront Wealth Partners, LLC39,275$2.76M2.06%13F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.38,982$2.74M0.13%+84313F-HRTimeline
Arete Wealth Advisors, LLC38,801$2.73M0.2%+13,53913F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC38,668$2.72M0.02%+2,49813F-HRTimeline
Capital Advantage, Inc.38,576$2.71M0.49%new13F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC38,445$2.7M3.48%+2,06613F-HRTimeline
COWA, LLC38,395$2.7M1.24%+22613F-HRTimeline
F/m Investments LLC38,146$2.68M0.1%+22,61713F-HRTimeline
Aletheian Wealth Advisors LLC38,134$2.68M1.58%-79913F-HRTimeline
HOWE & RUSLING INC38,096$2.68M0.23%+50613F-HRTimeline
WealthCare Investment Partners, LLC38,053$2.67M1.16%+93413F-HRTimeline
Mutual Advisors, LLC37,422$2.66M0.08%-35,67013F-HRTimeline
Princeton Global Asset Management LLC37,717$2.65M0.5%+2,94313F-HRTimeline
Cynosure Group, LLC37,612$2.64M0.39%-6,55113F-HRTimeline
Lane & Associates LLC35,854$2.64M1.36%-1,13213F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC37,411$2.63M0.61%+33513F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC37,315$2.62M0.21%-6,52113F-HRTimeline
Bigelow Investment Advisors, LLC37,206$2.61M1.23%-4,74113F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …37,427$2.61M0.14%+7,32213F-HRTimelineGroup
THOROUGHBRED FINANCIAL SERVICES, LLC37,104$2.61M0.16%-93913F-HRTimeline
Coastal Bridge Advisors, LLC37,007$2.6M0.65%+1,89913F-HRTimeline
Cambridge Financial Group, LLC36,833$2.59M1.11%+19213F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management36,454$2.56M0.04%-78313F-HRTimelineGroup
Patten Group, Inc.36,354$2.55M0.57%-1,25613F-HRTimeline
Apeiron RIA LLC36,232$2.55M0.71%+1,45113F-HRTimeline
Meridian Wealth Management, LLC35,779$2.51M0.12%+7,56013F-HRTimeline
Kaydan Wealth Management, Inc.35,752$2.51M0.84%-203,93313F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding35,752$2.51M-752Timeline
Summit Global Investmentsin group Summit Global Investments35,714$2.51M0.16%-77,68213F-HRTimelineGroup
3Chopt Investment Partners, LLC35,229$2.48M0.85%+78513F-HRTimeline
Bryn Mawr Trust Advisors, LLC35,183$2.47M0.13%-2,07313F-HR/ATimeline
Peak Financial Management, Inc.35,048$2.46M0.74%-92813F-HRTimeline
DRAVO BAY LLC35,008$2.46M1.19%-1,11013F-HRTimeline
Columbus Macro, LLC34,869$2.45M0.34%+4,02213F-HRTimeline
RED CRANE WEALTH MANAGEMENT, LLC34,727$2.44M2.31%13F-HRTimeline
BEARING POINT CAPITAL, LLC34,600$2.43M0.51%13F-HRTimeline
Kings Path Partners LLC34,373$2.42M1.03%+1,68913F-HRTimeline
Canada Post Corp Registered Pension Plan32,749$2.41M0.14%13F-HRTimeline
Center For Asset Management LLC34,299$2.41M1.56%+3,16713F-HRTimeline
Patriot Financial Group Insurance Agenc…34,234$2.41M0.32%-1,05313F-HRTimeline
GoalVest Advisory LLC34,229$2.41M0.66%+2,25513F-HRTimeline
CWS Financial Advisors, LLC34,203$2.4M0.78%+50613F-HRTimeline
Hobbs Group Advisors, LLC34,096$2.4M0.9%+14,34413F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …34,001$2.39M0.52%+99613F-HRTimeline
STOCK YARDS BANK & TRUST CO33,561$2.36M0.08%+1,04613F-HRTimeline
Litman Gregory Wealth Management LLC33,541$2.36M0.2%-57013F-HRTimeline
Bryant Woods Investment Advisors, LLC33,485$2.35M1.14%+1,35613F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC33,272$2.34M0.12%+7,45513F-HRTimeline
Stark Wealth Management LLC33,216$2.33M1.72%13F-HRTimeline
180 WEALTH ADVISORS, LLC33,039$2.32M0.36%-1113F-HRTimeline
WCG Wealth Advisors LLC32,924$2.31M0.15%-4,73113F-HRTimeline
SWP FINANCIAL LLC32,901$2.31M1.4%-109,24213F-HRTimeline
Evanson Asset Management, LLC32,640$2.29M0.16%+29613F-HRTimeline
U.S. Capital Wealth Advisors, LLC32,372$2.28M0.07%+4,69613F-HRTimeline
Legacy Advisors, LLC32,038$2.25M0.22%+4,28713F-HRTimeline
Strategic Blueprint, LLC31,909$2.24M0.13%+1,00513F-HRTimeline
Prosperity Consulting Group, LLC31,803$2.24M0.17%-54713F-HRTimeline
Blue Trust, Inc.31,713$2.23M0.03%+14,82613F-HR/ATimeline
Ascent Group, LLCin group Ascent Group, LLC31,577$2.22M0.17%-5,90113F-HRTimelineGroup
Arcus Capital Partners, LLC29,882$2.22M0.7%+4,02713F-HRTimeline
LGL PARTNERS, LLC31,557$2.22M0.32%+21013F-HRTimeline
Edge Financial Advisors LLC31,305$2.2M1.97%+52313F-HRTimeline
WETZEL INVESTMENT ADVISORS, INC.31,157$2.19M1.09%-25313F-HRTimeline
Richard P Slaughter Associates Inc30,789$2.16M0.48%+1,66613F-HRTimeline
WESBANCO BANK INC30,645$2.15M0.07%+1213F-HRTimeline
SHUFRO ROSE & CO LLC30,618$2.15M0.17%-14,24113F-HRTimeline
Laird Norton Wetherby Wealth Management…30,570$2.15M0.1%-71013F-HRTimeline
NDVR, Inc.30,453$2.14M2.05%+3,10713F-HRTimeline
Heritage Trust Co30,357$2.13M0.25%13F-HRTimeline
Waycross Investment Management Co30,293$2.13M2.24%+1,05413F-HRTimeline
Denver PWM, LLC30,254$2.13M0.82%-61113F-HRTimeline
Traveka Wealth, LLC30,178$2.12M1.17%-12,65513F-HRTimeline
Morton Brown Family Wealth, LLC30,127$2.12M0.74%-17813F-HRTimeline
Evercore Wealth Management, LLC30,079$2.11M0.03%+2313F-HRTimeline
North Star Investment Management Corp.30,039$2.11M0.15%+20613F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC30,028$2.11M0.81%-24613F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI29,940$2.1M0.11%-26613F-HRTimeline
Fire Capital Management LLC29,714$2.09M1.56%13F-HRTimeline
Glenview Trust Co29,654$2.08M0.04%-40213F-HRTimeline
Biltmore Family Office, LLC29,581$2.08M0.35%-23813F-HRTimeline
Infinity Wealth Counsel, LLC29,581$2.08M2.22%13F-HRTimeline
Capital Investment Advisors, LLC29,162$2.05M0.04%+7,45213F-HRTimeline
Dentgroup LLC29,083$2.04M1.56%+7,34913F-HRTimeline
Quantinno Capital Management LP28,890$2.03M0.02%-18,64713F-HRTimeline
Wharton Business Group, LLC28,823$2.03M0.09%-7513F-HRTimeline
KPP Advisory Services LLC28,775$2.02M0.48%+29913F-HRTimeline
Capital Advisors, Ltd. LLC28,688$2.02M0.25%-35013F-HRTimeline
Innovative Wealth Building LLC28,659$2.01M1.82%13F-HRTimeline
Operose Advisors LLC28,655$2.01M0.69%+18,39713F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC28,638$2.01M1.31%+3,22613F-HRTimeline
Simplicity Wealth,LLC28,619$2.01M0.42%+1,01913F-HRTimeline
Lineweaver Wealth Advisors, LLC28,634$2.01M0.37%+49513F-HRTimeline
Certus Wealth Management, LLC26,949$2.01M1.34%-2613F-HRTimeline
Investment Advisory Group, LLC28,502$2M0.67%-76613F-HRTimeline
Pinnacle Bancorp, Inc.28,425$2M0.65%-1,48213F-HRTimeline
Ignite Planners, LLC28,291$1.99M0.44%+79913F-HRTimeline
New England Private Wealth Advisors LLC28,009$1.97M0.31%+4,26713F-HRTimeline
RHS Financial, LLC27,963$1.97M1.02%+38413F-HRTimeline
Godshalk Welsh Capital Management, Inc.27,759$1.95M1.26%+42913F-HRTimeline
SENTINEL TRUST CO LBA27,573$1.94M0.22%+2,42413F-HRTimeline
Firestone Capital Management27,308$1.92M0.48%+1,56013F-HRTimeline
St. Louis Trust Co27,070$1.9M0.27%013F-HRTimeline
Manhattan West Asset Management, LLC27,060$1.9M0.51%-15,86513F-HRTimeline
Lee Financial Co26,816$1.88M0.26%013F-HRTimeline
Zions Bancorporation, N.A.26,809$1.88M0.12%013F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.26,567$1.87M0.3%+3,09013F-HRTimeline
4Thought Financial Group Inc.26,332$1.85M1.15%-1,97213F-HRTimeline
STEEL GROVE CAPITAL ADVISORS, LLC26,285$1.85M0.26%+2,98913F-HRTimeline
Wealthfront Advisers LLC26,280$1.85M0.01%+1,99313F-HR/ATimeline
MATAURO, LLC26,196$1.84M0.4%13F-HRTimeline
Magnus Financial Group LLC26,168$1.84M0.18%-8,49813F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.26,148$1.84M0.1%+9,63713F-HR/ATimelineGroup
DEBUSSY CAPITAL MANAGEMENT LP24,967$1.84M0.28%+1,63813F-HRTimeline
YANKCOM Partnership25,994$1.83M0.98%13F-HRTimeline
Hassell Wealth Management, LLC24,673$1.81M0.73%+33913F-HRTimeline
MACROVIEW INVESTMENT MANAGEMENT LLC25,757$1.81M1.84%+3,90813F-HRTimeline
AA Financial Advisors, LLC25,721$1.81M0.48%+3,52213F-HRTimeline
Verdence Capital Advisors LLC25,672$1.8M0.15%+59813F-HRTimeline
Williams & Novak Wealth Management, LLC25,637$1.8M1.74%-2,71313F-HRTimeline
Y-Intercept (Hong Kong) Ltd25,614$1.8M0.12%new13F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…25,548$1.8M0.27%-25013F-HRTimeline
Grant Street Asset Management, Inc.25,500$1.79M0.47%+13,58813F-HRTimeline
Allworth Financial LP24,680$1.79M0.01%+5,97813F-HRTimeline
New Hampshire Trust25,389$1.78M0.38%+5,97413F-HRTimeline
ORG Partners LLC25,343$1.78M0.24%+1,58313F-HRTimeline
SAX WEALTH ADVISORS, LLC25,358$1.78M0.14%-64713F-HRTimeline
LM Advisors LLC25,344$1.78M0.32%+2,08613F-HR/ATimeline
Invst, LLC25,283$1.78M0.22%-15,43913F-HRTimeline
Hamilton Wealth, LLC25,266$1.78M0.43%-12,68813F-HRTimeline
Perennial Investment Advisors, LLC25,218$1.77M0.21%+75013F-HRTimeline
Choate Investment Advisors25,187$1.77M0.04%-1,00213F-HRTimeline
Disciplined Investments, LLC25,057$1.76M0.87%+2,92313F-HRTimeline
Envision Financial LLC24,999$1.76M1.41%13F-HR/ATimeline
Nilsine Partners, LLC24,977$1.76M0.19%-46513F-HRTimeline
INNEALTA CAPITAL, LLC24,961$1.75M0.85%+9,70513F-HRTimeline
AdvisorNet Financial, Inc24,809$1.74M0.15%-4,04813F-HRTimeline
HBK Sorce Advisory LLC24,768$1.74M0.05%+4,22813F-HRTimeline
Hoxton Planning & Management, LLC24,685$1.73M0.66%-1,52213F-HRTimeline
New Century Financial Group, LLC24,604$1.73M0.74%-2,15913F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC24,636$1.73M0.37%-94713F-HRTimeline
Cyndeo Wealth Partners, LLC24,602$1.73M0.12%+1,85013F-HRTimeline
SIMA Wealth Partners, LLC24,577$1.73M1.47%-54513F-HRTimeline
Keystone Financial Group24,172$1.71M0.17%-22013F-HRTimeline
Fourth Dimension Wealth, LLC24,340$1.71M0.89%13F-HRTimeline
CORNERSTONE PARTNERS CAPITAL MANAGEMENT…24,284$1.71M3.65%-2,13713F-HRTimeline
Cascade Financial Partners, LLC24,281$1.71M0.22%-48213F-HRTimeline
Empirical Asset Management, LLC135,470$1.69M0.56%+113,22813F-HRTimeline
Wiser Wealth Management, Inc24,021$1.69M0.47%-7,20913F-HRTimeline
Sound View Wealth Advisors Group, LLC23,995$1.69M0.14%-30013F-HRTimeline
ETF Portfolio Partners, Inc.23,980$1.69M0.51%-72813F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.23,802$1.67M0.13%-2,89013F-HRTimelineGroup
WARNER FINANCIAL, INC23,503$1.65M0.71%+22113F-HRTimeline
Morton Capital Management LLC/CA23,271$1.64M0.31%+27013F-HRTimeline
Gilbert & Cook, Inc.23,261$1.63M0.23%013F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.23,200$1.63M0.33%+18,95113F-HRTimeline
Csenge Advisory Group23,094$1.62M0.09%+18813F-HRTimeline
StrongBox Wealth, LLC22,973$1.61M0.68%+1,08813F-HRTimeline
JDM Financial Group LLC22,888$1.61M0.84%-4813F-HRTimeline
SOL Capital Management CO22,809$1.6M0.18%-2,63013F-HRTimeline
Schneider Downs Wealth Management Advis…22,802$1.6M0.3%+16,67513F-HRTimeline
RENASANT BANK22,776$1.6M1.04%-11,61213F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC22,759$1.6M0.2%+1,06413F-HRTimelineGroup
JRM Investment Counsel, LLC22,758$1.6M0.57%+2313F-HRTimeline
Everhart Financial Group, Inc.22,744$1.6M0.33%+83413F-HRTimeline
WEDBUSH SECURITIES INC22,730$1.6M0.06%-12,61913F-HRTimeline
Maia Wealth LLC21,529$1.58M0.34%+2,53713F-HRTimeline
Veracity Capital LLC22,442$1.58M0.57%+45313F-HRTimeline
First Bank & Trust22,375$1.57M0.3%+69513F-HRTimeline
TWO SIGMA SECURITIES, LLC22,348$1.57M0.28%new13F-HRTimeline
Pallas Capital Advisors LLC22,168$1.56M0.07%-6913F-HRTimeline
Arrowroot Family Office, LLC22,018$1.55M0.8%+35213F-HRTimeline
Quadrant Private Wealth Management, LLC22,006$1.55M0.38%-1,49413F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.21,627$1.52M0.04%+36413F-HRTimelineGroup
CITY NATIONAL BANK OF FLORIDA /MSD21,564$1.52M1.38%13F-HRTimeline
Sovereign Financial Group, Inc.21,557$1.52M0.35%+3,18613F-HRTimeline
Dynamic Financial Group21,412$1.5M1.53%13F-HRTimeline
Global View Capital Management LLC21,298$1.49M0.52%13F-HRTimeline
Wind River Trust Co21,203$1.49M0.59%013F-HRTimeline
BOSTON FINANCIAL MANGEMENT LLC21,080$1.48M0.04%+7,88613F-HRTimeline
GeoWealth Management, LLC21,047$1.48M0.05%-16,84813F-HRTimeline
Summit X, LLC20,950$1.47M0.33%+88213F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.20,816$1.46M0.2%-1,14113F-HRTimeline
Highland Financial Advisors, LLC20,727$1.46M0.5%-1,20313F-HRTimeline
RAINIER FAMILY WEALTH INC20,614$1.45M1.75%13F-HRTimeline
Trivium Point Advisory, LLC20,590$1.45M0.18%+16,17213F-HRTimeline
Smartleaf Asset Management LLC20,529$1.44M0.15%+14213F-HRTimeline
Seven Post Investment Office LP20,507$1.44M0.55%013F-HRTimeline
Cherry Tree Wealth Management, LLC20,429$1.44M0.36%+81713F-HRTimeline