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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
AtlasMark Financial, Inc43,301$3.28M3.04%+3,42813F-HRTimeline
BEAM WEALTH ADVISORS, INC.43,082$3.26M1.1%+1,77313F-HRTimeline
LTG Capital LLC42,725$3.23M2.95%+71613F-HRTimeline
CSM Advisors, LLC42,684$3.23M0.18%-79013F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC42,493$3.21M0.87%-4,10013F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC42,472$3.21M0.25%-3,20813F-HRTimeline
Ellis Investment Partners, LLC42,241$3.2M0.66%-8913F-HRTimeline
Old Port Advisors42,030$3.18M0.94%+2,31113F-HRTimeline
Trivium Point Advisory, LLC42,006$3.18M0.39%+21,41613F-HRTimeline
New England Private Wealth Advisors LLC41,922$3.17M0.49%+13,91313F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.41,919$3.17M1.72%new13F-HRTimeline
Claro Advisors Inc.41,912$3.17M0.42%-4,48413F-HRTimeline
PFG Investments, LLC41,688$3.15M0.2%+2,34513F-HRTimeline
DRW Securities, LLC41,662$3.15M0.27%-613,36013F-HRTimeline
KALEIDOSCOPE CAPITAL LP41,650$3.15M1.87%013F-HRTimeline
One Capital Management, LLC41,594$3.15M0.11%+1,03813F-HRTimeline
Christopher J. Hasenberg, Inc41,339$3.14M1.3%+36,87813F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT41,305$3.12M0.14%-3,55413F-HRTimeline
MONECO ADVISORS, LLC41,208$3.12M0.32%-2,87313F-HR/ATimeline
CIBC WORLD MARKET INC.40,998$3.1M0.01%-2,81413F-HRTimeline
Kaydan Wealth Management, Inc.40,941$3.1M0.99%+5,18913F-HRTimeline
Merkkuri Wealth Advisors LLC40,939$3.1M2.65%-15,82813F-HRTimeline
Sierra Capital LLC40,918$3.1M0.37%013F-HRTimeline
TRUE Private Wealth Advisors40,791$3.09M0.37%-21,21813F-HRTimeline
Patton Albertson Miller Group, LLC40,696$3.08M0.46%-3,81613F-HR/ATimeline
OBSIDIAN CIO, LLC40,606$3.07M0.5%-10,82713F-HRTimeline
Qube Research & Technologies Ltd40,596$3.07M<0.01%new13F-HRTimeline
Legacy Trust40,585$3.07M0.74%+1,00513F-HRTimeline
STOCK YARDS BANK & TRUST CO40,483$3.06M0.11%+6,92213F-HRTimeline
HOWE & RUSLING INC40,377$3.05M0.26%+2,28113F-HRTimeline
Capital Investment Counsel, LLC40,264$3.05M0.5%-48713F-HRTimeline
Cynosure Group, LLC40,224$3.04M0.42%+2,61213F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC40,208$3.04M0.04%-5,86213F-HRTimeline
Beacon Bridge Wealth Partners, LLC40,056$3.03M1.29%-16813F-HRTimeline
Soltis Investment Advisors LLC40,004$3.03M0.27%-11,94713F-HRTimeline
Forefront Wealth Partners, LLC39,638$3M2.04%+36313F-HRTimeline
BWM Planning, LLC39,627$3M1.27%013F-HRTimeline
Simplicity Wealth,LLC39,467$2.99M0.23%+10,84813F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.39,186$2.96M0.15%+20413F-HRTimeline
Madison Wealth Partners, Inc39,099$2.96M0.73%-2,57613F-HRTimeline
COWA, LLC39,088$2.96M1.26%+69313F-HRTimeline
F/m Investments LLC39,051$2.95M0.12%+90513F-HRTimeline
Strategic Blueprint, LLC38,850$2.94M0.16%+6,94113F-HRTimeline
PFG Advisors38,711$2.93M0.16%-2,71913F-HRTimeline
Arete Wealth Advisors, LLC38,071$2.88M0.22%-73013F-HRTimeline
Aletheian Wealth Advisors LLC37,938$2.87M1.61%-19613F-HRTimeline
Princeton Global Asset Management LLC37,766$2.86M0.57%+4913F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC37,761$2.86M0.15%+4,48913F-HRTimeline
Patten Group, Inc.37,594$2.84M0.65%+1,24013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC37,411$2.83M0.64%013F-HRTimeline
Fortis Capital Advisors, LLC37,279$2.82M0.57%new13F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC37,207$2.81M0.22%-10813F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC37,009$2.8M<0.01%-42,68813F-HRTimelineGroup
Mutual Advisors, LLC35,821$2.8M0.08%-1,60113F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC36,787$2.78M0.02%-1,88113F-HRTimeline
Compound Planning, Inc.36,786$2.78M0.13%-4,48213F-HRTimeline
Cambridge Financial Group, LLC36,765$2.78M1.18%-6813F-HRTimeline
Bigelow Investment Advisors, LLC36,692$2.78M1.32%-51413F-HRTimeline
BluePointe Capital Management, LLC36,656$2.77M1.06%+29,98013F-HRTimeline
Apeiron RIA LLC36,577$2.77M0.84%+34513F-HRTimeline
Diversified Enterprises, LLC36,416$2.75M0.23%+18,31913F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC36,354$2.75M0.17%-75013F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …36,177$2.74M0.56%+2,17613F-HRTimeline
Bryn Mawr Trust Advisors, LLC36,112$2.73M0.16%+92913F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC35,882$2.71M3.63%-2,56313F-HRTimeline
Wilmington Savings Fund Society, FSB35,870$2.71M0.05%-16,69213F-HRTimeline
Capital Advantage, Inc.38,576$2.71M0.49%013F-HRTimeline
KPP Advisory Services LLC35,570$2.69M0.51%+6,79513F-HRTimeline
Henderson Brothers Financial Partners, …30,010$2.68M1.34%13F-HRTimeline
Smartleaf Asset Management LLC34,887$2.67M0.26%+14,35813F-HRTimeline
Peak Financial Management, Inc.35,011$2.65M0.79%-3713F-HRTimeline
BEARING POINT CAPITAL, LLC34,600$2.62M0.56%013F-HRTimeline
Sound View Wealth Advisors Group, LLC34,563$2.61M0.21%+10,56813F-HRTimeline
RED CRANE WEALTH MANAGEMENT, LLC34,330$2.6M2.49%-39713F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC32,951$2.59M1.01%+2,92313F-HRTimeline
CWS Financial Advisors, LLC34,203$2.59M0.82%013F-HRTimeline
Kings Path Partners LLC34,131$2.58M1.26%-24213F-HRTimeline
North Star Investment Management Corp.34,114$2.58M0.19%+4,07513F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC33,885$2.56M0.3%+11,12613F-HRTimelineGroup
Quantinno Capital Management LP33,776$2.56M0.02%+4,88613F-HRTimeline
SHUFRO ROSE & CO LLC33,754$2.55M0.2%+3,13613F-HRTimeline
LGL PARTNERS, LLC33,750$2.55M1.23%+2,19313F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…33,719$2.55M0.08%-8,89313F-HRTimelineGroup
DHK Financial Advisors, Inc.33,505$2.53M1.39%new13F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC33,093$2.5M0.21%-26,61513F-HR/ATimeline
Litman Gregory Wealth Management LLC33,017$2.5M0.21%-52413F-HRTimeline
DRAVO BAY LLC32,769$2.48M1.31%-2,23913F-HRTimeline
180 WEALTH ADVISORS, LLC32,758$2.48M0.39%-28113F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding33,967$2.48M-1,785Timeline
Evanson Asset Management, LLC32,640$2.47M0.17%013F-HRTimeline
Bryant Woods Investment Advisors, LLC32,566$2.46M1.18%-91913F-HRTimeline
Capital Investment Advisors, LLC32,274$2.44M0.05%+3,11213F-HRTimeline
Pathway Financial Advisors LLC32,268$2.44M0.44%+17,39913F-HRTimeline
Hobbs Group Advisors, LLC32,207$2.44M0.93%-1,88913F-HRTimeline
New Hampshire Trust32,108$2.43M0.56%+6,71913F-HRTimeline
Ignite Planners, LLC30,861$2.42M0.47%+2,57013F-HRTimeline
GENTRY PRIVATE WEALTH, LLC31,882$2.41M1.98%new13F-HRTimeline
SWP FINANCIAL LLC31,849$2.41M1.47%-1,05213F-HRTimeline
JRM Investment Counsel, LLC31,575$2.39M0.81%+8,81713F-HRTimeline
Fisher Asset Management, LLC31,228$2.36M<0.01%-119,08413F-HRTimeline
Lineweaver Wealth Advisors, LLC31,218$2.36M0.4%+2,58413F-HRTimeline
Annie E. Casey Foundation, Inc.31,084$2.35M3.18%new13F-HRTimeline
Columbus Macro, LLC31,041$2.35M0.31%-3,82813F-HRTimeline
INTEGRITY ALLIANCE, LLC.30,966$2.34M0.09%+14,95813F-HRTimeline
Quadrant Private Wealth Management, LLC30,786$2.33M0.58%+8,78013F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI30,622$2.32M0.13%+68213F-HRTimeline
WETZEL INVESTMENT ADVISORS, INC.30,574$2.31M1.17%-58313F-HRTimeline
Vista Cima Wealth Management LLC30,458$2.3M2.48%-13,35313F-HR/ATimeline
Brookstone Capital Managementin group Brookstone Capital Management30,452$2.3M0.03%-6,00213F-HRTimelineGroup
GWN SECURITIES INC.30,055$2.3M0.13%+23,64613F-HRTimeline
Infinity Wealth Counsel, LLC30,216$2.29M2.47%+63513F-HRTimeline
WEALTHEDGE INVESTMENT ADVISORS, LLC30,199$2.28M1.03%-22,83013F-HRTimeline
3Chopt Investment Partners, LLC30,166$2.28M0.6%-5,06313F-HRTimeline
Waycross Investment Management Co30,091$2.28M2.57%-20213F-HRTimeline
WESBANCO BANK INC29,857$2.26M0.08%-78813F-HRTimeline
Richard P Slaughter Associates Inc29,678$2.25M0.52%-1,11113F-HRTimeline
Headlands Technologies LLC29,532$2.23M0.25%+24,70713F-HRTimeline
Independent Advisor Alliance29,524$2.23M0.07%-198,95013F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC29,507$2.23M1.51%+86913F-HRTimeline
Capital Advisors, Ltd. LLC29,450$2.23M0.29%+76213F-HRTimeline
Glenview Trust Co29,427$2.23M0.04%-22713F-HR/ATimeline
Denver PWM, LLC29,072$2.2M0.79%-1,18213F-HRTimeline
Grant Street Asset Management, Inc.28,884$2.19M0.53%+3,38413F-HRTimeline
Operose Advisors LLC28,809$2.18M0.72%+15413F-HRTimeline
Empower Advisory Group, LLC28,776$2.18M0.01%-15,38213F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC28,766$2.18M0.75%-14,90513F-HRTimeline
Manhattan West Asset Management, LLC28,549$2.16M0.55%+1,48913F-HRTimeline
Patriot Financial Group Insurance Agenc…28,503$2.16M0.29%-5,73113F-HRTimeline
Wharton Business Group, LLC28,483$2.15M0.1%-34013F-HRTimeline
Investment Advisory Group, LLC28,387$2.15M0.72%-11513F-HRTimeline
Certus Wealth Management, LLC26,543$2.13M1.45%-40613F-HRTimeline
Pinnacle Bancorp, Inc.28,095$2.13M0.69%-33013F-HRTimeline
Traveka Wealth, LLC28,057$2.12M1.19%-2,12113F-HRTimeline
Fire Capital Management LLC27,895$2.11M1.55%-1,81913F-HRTimeline
Godshalk Welsh Capital Management, Inc.27,834$2.11M1.38%+7513F-HRTimeline
Morton Brown Family Wealth, LLC27,722$2.1M0.71%-2,40513F-HRTimeline
LM Advisors LLC27,402$2.07M0.37%+2,05813F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.27,311$2.07M0.11%+1,16313F-HR/ATimelineGroup
Cyndeo Wealth Partners, LLC27,275$2.06M0.14%+2,67313F-HRTimeline
Allworth Financial LP26,528$2.06M0.01%+1,84813F-HRTimeline
Focus Financial Network, Inc.27,165$2.06M0.08%+21,06013F-HRTimeline
Aegis Wealth Management LLC27,080$2.05M1.2%+6,69513F-HRTimeline
SENTINEL TRUST CO LBA26,956$2.04M0.24%-61713F-HRTimeline
GTS SECURITIES LLC26,912$2.04M0.09%new13F-HRTimeline
STATE FARM MUTUAL AUTOMOBILE INSURANCE …in group STATE FARM MUTUAL AUTOMOBILE …26,869$2.03M<0.01%+22,48313F-HRTimelineGroup
Lee Financial Co26,841$2.03M0.31%+2513F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.26,819$2.03M0.39%+3,61913F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…26,809$2.03M0.13%13F-HRTimeline
Firestone Capital Management26,698$2.02M0.53%-61013F-HRTimeline
STEEL GROVE CAPITAL ADVISORS, LLC26,584$2.01M0.3%+29913F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.28,013$2M0.35%+1,44613F-HR/ATimeline
Empirical Financial Services, LLC d.b.a…26,279$1.99M0.05%+6,94913F-HRTimeline
U.S. Capital Wealth Advisors, LLC26,140$1.98M0.06%-6,23213F-HRTimeline
Innovative Wealth Building LLC26,007$1.97M1.81%-2,65213F-HRTimeline
Gold Investment Management Ltd.26,005$1.97M0.83%+14,15713F-HRTimeline
YANKCOM Partnership25,994$1.97M1.08%013F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…25,692$1.96M0.3%+14413F-HRTimeline
SAX WEALTH ADVISORS, LLC25,747$1.95M0.14%+38913F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC25,731$1.95M0.02%+7,03213F-HRTimeline
Disciplined Investments, LLC25,511$1.93M0.89%+45413F-HRTimeline
MATAURO, LLC25,446$1.93M0.39%-75013F-HRTimeline
Cascade Financial Partners, LLC25,381$1.92M0.24%+1,10013F-HRTimeline
Verdence Capital Advisors LLC25,176$1.9M0.15%-49613F-HRTimeline
Envision Financial LLC25,037$1.89M1.43%+3813F-HRTimeline
Biltmore Family Office, LLC25,022$1.89M0.32%-4,55913F-HRTimeline
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, …24,901$1.88M0.65%+6,58713F-HRTimeline
Heritage Trust Co24,873$1.88M0.23%-5,48413F-HRTimeline
CORNERSTONE PARTNERS CAPITAL MANAGEMENT…24,828$1.88M3.91%+54413F-HRTimeline
Wiser Wealth Management, Inc24,824$1.88M0.53%+80313F-HRTimeline
AdvisorNet Financial, Inc24,736$1.87M0.14%-7313F-HRTimeline
Williams & Novak Wealth Management, LLC24,653$1.87M1.83%-98413F-HRTimeline
Wealthfront Advisers LLC24,674$1.87M0.01%-1,60613F-HRTimeline
Fourth Dimension Wealth, LLC24,629$1.86M0.9%+28913F-HRTimeline
MACROVIEW INVESTMENT MANAGEMENT LLC24,601$1.86M1.75%-1,15613F-HRTimeline
Occidental Asset Management, LLC24,582$1.86M0.28%+20,37013F-HRTimeline
Choate Investment Advisors24,331$1.84M0.05%-85613F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP24,186$1.83M0.29%-78113F-HRTimeline
Perennial Investment Advisors, LLC24,161$1.83M0.21%-1,05713F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.24,159$1.83M0.14%+35713F-HRTimelineGroup
Veracity Capital LLC24,030$1.82M0.71%+1,58813F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC24,014$1.82M0.36%-62213F-HRTimeline
AA Financial Advisors, LLC23,998$1.82M0.44%-1,72313F-HRTimeline
ETF Portfolio Partners, Inc.23,980$1.81M0.55%013F-HRTimeline
MAYPORT, LLC23,918$1.81M0.5%+4,73813F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC23,900$1.81M0.01%+12,40013F-HRTimelineGroup
Nilsine Partners, LLC23,716$1.79M0.2%-1,26113F-HRTimeline
Vestcor Inc23,696$1.79M0.06%+9,86313F-HRTimeline
Bison Wealth, LLC23,258$1.78M0.17%+7,43913F-HRTimeline
WARNER FINANCIAL, INC23,503$1.78M0.79%013F-HRTimeline
Magnus Financial Group LLC23,407$1.77M0.17%-2,76113F-HRTimeline
Gilbert & Cook, Inc.23,245$1.76M0.26%-1613F-HRTimeline
Morton Capital Management LLC/CA23,159$1.75M0.34%-11213F-HRTimeline
Manchester Capital Management LLC22,914$1.73M0.21%new13F-HRTimeline
VERUS CAPITAL PARTNERS, LLC22,811$1.73M0.17%+5,82113F-HR/ATimeline
Everhart Financial Group, Inc.22,738$1.72M0.24%-613F-HRTimeline
JDM Financial Group LLC22,649$1.71M0.87%-23913F-HRTimeline
Keystone Financial Group22,626$1.71M0.17%-1,54613F-HRTimeline
Salus Financial Advisors, LLC22,597$1.71M1.29%new13F-HRTimeline
HBK Sorce Advisory LLC22,574$1.71M0.05%-2,19413F-HRTimeline
LEIGH BALDWIN & CO., LLC22,447$1.7M1.37%+2,70213F-HRTimeline