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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
Aegis Wealth Management LLC20,385$1.43M0.97%13F-HRTimeline
MMA ASSET MANAGEMENT LLC20,359$1.43M0.63%-21,20013F-HRTimeline
Black Diamond Financial, LLC20,212$1.42M0.21%+5,47713F-HRTimeline
Icon Wealth Advisors, LLC20,158$1.42M0.12%+31413F-HRTimeline
Paragon Capital Management Ltd20,120$1.41M0.28%+3,32813F-HRTimeline
FineMark National Bank & Trust19,927$1.4M0.05%-1,56413F-HRTimeline
SHELTON WEALTH MANAGEMENT, LLC19,853$1.4M0.76%-2,64713F-HRTimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV19,828$1.39M0.45%-60213F-HRTimeline
LEIGH BALDWIN & CO., LLC19,745$1.39M1.17%13F-HR/ATimeline
Balboa Wealth Partners19,705$1.38M0.32%+3,39013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC19,698$1.38M0.1%-1,84913F-HRTimeline
Courage Miller Partners, LLC19,582$1.38M0.47%+27313F-HRTimeline
Independence Bank of Kentucky19,550$1.37M0.21%+1,41413F-HRTimeline
Black Cypress Capital Management, LLC19,519$1.37M1.19%-89513F-HRTimeline
CAHILL FINANCIAL ADVISORS INC19,462$1.37M0.19%-68413F-HRTimeline
Blueprint Investment Partners LLCin group Blueprint Investment Partners…19,449$1.37M0.22%+65613F-HRTimelineGroup
JMG Financial Group, Ltd.19,438$1.37M0.05%013F-HRTimeline
Empirical Financial Services, LLC d.b.a…19,330$1.36M0.04%+94013F-HRTimeline
FOSTER & MOTLEY INC19,223$1.35M0.09%013F-HRTimeline
MAYPORT, LLC19,180$1.35M0.4%013F-HRTimeline
Milestone Asset Management Group, LLC19,020$1.34M1.19%13F-HRTimeline
Northwest Bancshares, Inc.18,940$1.33M0.25%-11013F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC18,920$1.33M0.34%+7,22113F-HR/ATimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP18,812$1.32M0.12%+6,60813F-HRTimelineGroup
Jacobi Capital Management LLC18,797$1.32M0.1%+43413F-HRTimeline
NAPATREE CAPITAL LLC18,767$1.32M0.77%+11,32613F-HRTimeline
Great Point Wealth Advisors, LLC18,699$1.31M0.29%-4613F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC18,699$1.31M0.01%-27313F-HRTimeline
FORTRESS FINANCIAL GROUP, LLC18,595$1.31M1.3%13F-HRTimeline
Realta Investment Advisors18,496$1.3M0.53%-1,39813F-HRTimeline
Quent Capital, LLC18,532$1.3M0.13%+5,92013F-HRTimeline
Beckerman Institutional, LLC18,471$1.3M1.04%+4713F-HRTimeline
W ADVISORS, LLC18,442$1.3M0.8%-1,02513F-HRTimeline
Kooman & Associates18,384$1.29M0.47%+80613F-HRTimeline
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, …18,314$1.29M0.42%-15813F-HRTimeline
WEST BANCORPORATION INC18,257$1.28M0.84%-13213F-HRTimeline
PHILADELPHIA TRUST CO18,170$1.28M0.09%-25113F-HRTimeline
Diversified Enterprises, LLC18,097$1.27M0.12%+30413F-HRTimeline
Roger Wittlin Investment Advisory, LLC18,042$1.27M0.71%-5,72913F-HRTimeline
Lincoln Capital LLC18,029$1.27M0.27%-51913F-HRTimeline
Coordinated Financial Services, Inc.18,024$1.27M0.99%13F-HRTimeline
ALTFEST L J & CO INC18,018$1.27M0.16%+21013F-HRTimeline
WEALTH ALLIANCE, LLC17,864$1.26M0.15%-38,60413F-HRTimeline
SAXON INTERESTS, INC.17,729$1.25M0.55%+85513F-HRTimeline
BRADY FAMILY WEALTH, LLC17,681$1.24M0.38%-97913F-HRTimeline
Retirement Wealth Solutions LLC17,723$1.24M1.05%13F-HRTimeline
Klaas Financial Asset Advisors, LLC17,552$1.23M0.22%-2,54513F-HRTimeline
First County Bank /CT/17,543$1.23M0.69%-77813F-HRTimeline
WEALTHGARDEN F.S. LLC17,479$1.23M1.15%-9,11413F-HRTimeline
Essential Planning, LLC.16,596$1.23M0.01%new13F-HRTimeline
Washington Trust Advisors, Inc.17,415$1.22M0.1%-2,91413F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…17,354$1.22M0.2%013F-HRTimeline
EVOKE WEALTH, LLC17,316$1.22M0.03%+22813F-HRTimeline
CABOT WEALTH MANAGEMENT INC17,304$1.22M0.15%-513F-HRTimeline
Grant/GrossMendelsohn, LLC17,242$1.21M0.63%-3,56113F-HRTimeline
HRT FINANCIAL LP17,240$1.21M0.01%new13F-HRTimeline
Trilogy Capital Inc.17,167$1.21M0.06%+28613F-HRTimeline
Rockwood Wealth Management, LLC17,121$1.2M0.13%-1,82213F-HRTimeline
Wingate Wealth Advisors, Inc.17,093$1.2M1.18%13F-HRTimeline
Northeast Financial Consultants Inc17,040$1.2M0.05%-1,26913F-HRTimeline
HART & PATTERSON FINANCIAL GROUP LLC17,022$1.2M0.58%-8913F-HRTimeline
Tufton Capital Management17,015$1.2M0.23%+30513F-HRTimeline
VERUS CAPITAL PARTNERS, LLC16,990$1.19M0.11%-4,85613F-HR/ATimeline
MA Private Wealth16,988$1.19M0.22%+42913F-HRTimeline
VICTORY FINANCIAL GROUP, LLC16,929$1.19M0.31%13F-HRTimeline
LVZ, Inc.16,767$1.18M0.15%+32113F-HRTimeline
TFC Financial Management, Inc.16,723$1.18M0.19%+1,36013F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV16,718$1.17M0.46%13F-HRTimeline
OneAscent Financial Services LLCgroup of 2 filers holding16,691$1.17M+5,460Timeline
TSFG, LLC16,647$1.17M0.24%+4,37713F-HRTimeline
Stonebrook Private Inc.16,624$1.17M0.31%+10313F-HRTimeline
FIRST NATIONAL CORP /MA/ /ADV16,621$1.17M0.26%+1,39413F-HRTimeline
BlueSky Wealth Advisors, LLC16,598$1.17M0.18%-2,97913F-HRTimeline
HM PAYSON & CO16,502$1.16M0.02%+4,37913F-HRTimeline
M Holdings Securities, Inc.16,461$1.16M0.19%-92813F-HR/ATimeline
RoundAngle Advisors LLC16,460$1.16M1.1%13F-HRTimeline
BIP Wealth, LLC16,459$1.16M0.08%-813F-HRTimeline
Clark Asset Management, LLC16,457$1.16M0.22%+1,84213F-HRTimeline
Cornerstone Wealth Management, LLC16,440$1.16M0.08%+3,23213F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…16,379$1.15M0.11%013F-HRTimelineGroup
Keystone Financial Group, Inc.16,221$1.14M0.92%13F-HRTimeline
Curated Wealth Partners LLC16,160$1.14M0.13%new13F-HRTimeline
Spectrum Wealth Counsel, LLC16,072$1.13M0.13%-37,55213F-HRTimeline
STRATEGY ASSET MANAGERS LLC16,050$1.13M0.22%-3,83713F-HRTimeline
First Citizens Financial Corp16,046$1.13M0.61%-6,02713F-HRTimeline
INTEGRITY ALLIANCE, LLC.16,008$1.13M0.12%13F-HRTimeline
Vantage Financial Partners, LLC15,996$1.12M0.28%-6,94013F-HRTimeline
Advocacy Wealth Management, LLC15,961$1.12M0.09%+9,90213F-HRTimeline
Cooper Financial Group15,948$1.12M0.13%+2,13013F-HRTimeline
NCM Capital Management, LLC15,925$1.12M0.5%+24513F-HRTimeline
Bison Wealth, LLC15,819$1.11M0.14%13F-HRTimeline
Goldstein Advisors, LLC15,801$1.11M0.16%-16613F-HRTimeline
Fortress Wealth Management, Inc.15,766$1.11M0.54%-6,13213F-HRTimeline
Capital Planning LLC15,760$1.11M0.29%+113F-HRTimeline
SeaBridge Investment Advisors LLC15,673$1.1M0.23%+17213F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC15,650$1.1M0.03%+2,18313F-HRTimelineGroup
HCR Wealth Advisors15,628$1.1M0.14%-70313F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC15,611$1.1M0.04%+213F-HRTimelineGroup
STEVENS CAPITAL PARTNERS15,521$1.09M0.49%+20213F-HRTimeline
Madden Advisory Services, Inc.15,497$1.09M0.51%+1,01113F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC15,219$1.07M0.41%-13,43713F-HRTimeline
Coign Capital Advisors LLC15,193$1.07M0.98%13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC15,064$1.06M0.04%+1,44413F-HRTimeline
Forza Wealth Management, LLC15,041$1.06M0.48%-1,69313F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…15,039$1.06M0.06%+6,41213F-HRTimelineGroup
Bear Mountain Capital, Inc.14,446$1.06M0.41%+2,13713F-HRTimeline
TL Private Wealth14,949$1.06M0.47%+17013F-HRTimeline
Aries Wealth Management14,975$1.05M0.29%013F-HRTimeline
Traynor Capital Management, Inc.14,952$1.05M0.08%+11,58713F-HRTimeline
Pathway Financial Advisors LLC14,869$1.05M0.24%+5,66913F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC14,839$1.04M0.02%+43413F-HRTimelineGroup
Penobscot Investment Management Company…14,793$1.04M0.09%-83513F-HRTimeline
JMAC ENTERPRISES LLC14,771$1.04M0.16%+27713F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC14,616$1.04M0.14%+3013F-HRTimeline
Strata Wealth Advisors, LLC14,692$1.03M0.32%013F-HRTimeline
Welch & Forbes LLC14,659$1.03M0.01%013F-HRTimeline
Charter Oak Capital Management, LLC14,656$1.03M0.1%-1,97813F-HRTimeline
Dana Investment Advisors, Inc.14,653$1.03M0.03%-1,67813F-HRTimeline
American State Bank (Iowa)14,639$1.03M0.62%-49013F-HRTimeline
Blue Fin Capital, Inc.14,586$1.03M0.19%+9413F-HRTimeline
Lee, Kelleher & Klein Wealth Management14,540$1.02M0.73%13F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…14,482$1.02M0.03%-3,36813F-HRTimelineGroup
Bristlecone Advisors, LLC14,449$1.02M0.08%-1,95913F-HRTimeline
MGO ONE SEVEN LLC14,432$1.01M0.04%-4,96613F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC14,411$1.01M0.08%+10,60413F-HRTimeline
CWA Asset Management Group, LLC14,371$1.01M0.05%+11,44113F-HRTimeline
Stone Summit Wealth LLC14,356$1.01M0.34%-27113F-HRTimeline
ORBA Wealth Advisors, L.L.C.14,321$1.01M0.53%-54813F-HRTimeline
Parisi Gray Wealth Management14,314$1.01M0.32%+13213F-HRTimeline
C M BIDWELL & ASSOCIATES LTD14,310$1.01M0.61%+1013F-HRTimeline
MASSACHUSETTS FINANCIAL SERVICES CO /MA/in group MASSACHUSETTS FINANCIAL SERVI…14,306$1.01M<0.01%new13F-HRTimelineGroup
Objective Capital Management, LLC14,276$1M0.67%-4,63013F-HRTimeline
JFG Wealth Management, LLC14,216$999K0.23%-1,67913F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC14,196$998K0.06%+11,99713F-HRTimeline
Sepio Capital, LP14,187$997K0.08%-1,49813F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC14,153$995K0.04%-60113F-HR/ATimeline
HILL ISLAND FINANCIAL LLC14,147$994K0.29%+38713F-HRTimeline
EASTERN BANK14,109$992K0.02%+3,90313F-HRTimeline
PINNACLE ASSOCIATES LTD14,053$988K0.01%+9,11213F-HRTimeline
Drucker Wealth 3.0, LLC13,893$976K0.23%+2,29013F-HR/ATimeline
Vestcor Inc13,833$972K0.03%-2,70813F-HRTimeline
Alteri Wealth LLC13,804$970K0.27%13F-HRTimeline
Noble Family Wealth, LLC13,754$967K0.27%+1,06713F-HRTimeline
Carlson Capital Management13,721$964K0.04%013F-HRTimeline
PEOPLES BANK /OH13,717$964K0.57%-1,49213F-HRTimeline
McGlone Suttner Wealth Management, Inc.13,707$963K0.16%-1,40413F-HRTimeline
JNBA Financial Advisors13,690$962K0.1%+1,18213F-HRTimeline
Family Firm, Inc.13,641$959K0.21%+3,86213F-HRTimeline
PITCAIRN COin group PITCAIRN CO13,630$958K0.06%-5,55313F-HRTimelineGroup
United Advisor Group, LLC13,592$955K0.19%-67613F-HRTimeline
MFA Wealth Services13,478$947K0.76%13F-HRTimeline
LAZARI CAPITAL MANAGEMENT, INC.13,453$945K0.38%-8,19213F-HRTimeline
Peterson Wealth Services13,344$938K0.28%-1013F-HRTimeline
ROMANO BROTHERS AND COMPANY13,311$935K0.12%-71113F-HRTimeline
Clarity Capital Partners LLC13,310$935K0.48%-1,42813F-HRTimeline
GGM Financial LLC13,252$931K0.99%+4,41613F-HRTimeline
Stonebridge Financial Group, LLC13,231$930K0.1%13F-HRTimeline
Compass Ion Advisors, LLC13,217$929K0.11%-75813F-HRTimeline
McNamara Financial Services, Inc.13,166$925K0.22%+1,73713F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp13,145$924K<0.01%+13113F-HRTimelineGroup
Finley Financial, LLC13,010$919K0.48%13F-HRTimeline
RFG Advisory, LLC13,077$919K0.03%-6,31913F-HRTimeline
Foundations Investment Advisors, LLC13,016$915K0.02%+1,65413F-HRTimeline
NOVUS ADVISORS, LLC12,993$913K0.91%13F-HRTimeline
Consolidated Portfolio Review Corp12,973$912K0.14%+1,70213F-HRTimeline
DBK Financial Counsel, LLC12,886$906K0.91%013F-HRTimeline
WATERSHED PRIVATE WEALTH LLC12,851$903K0.35%+20013F-HRTimeline
Bison Wealth, LLC12,788$899K0.2%-3,12913F-HRTimeline
SUTTON PLACE INVESTORS LLC12,758$897K0.52%+3,48513F-HRTimeline
Main Street Financial Solutions, LLC12,717$894K0.09%-54913F-HRTimeline
PINNEY & SCOFIELD, INC.12,710$893K0.68%13F-HRTimeline
Sachetta, LLC12,675$891K0.35%+1413F-HRTimeline
K2 Financial Inc.12,790$890K0.88%13F-HRTimeline
DAVIDSON TRUST CO12,644$889K0.46%+1,27113F-HRTimeline
Bestgate Wealth Advisors, LLC12,590$885K1.78%13F-HRTimeline
KWMG, LLC12,588$885K0.09%-14913F-HRTimeline
Legacy Private Trust Co.12,563$883K0.06%+2,72513F-HRTimeline
Columbia Asset Management12,563$883K0.17%+43313F-HRTimeline
PAX Financial Group, LLC12,532$881K0.16%+96413F-HRTimeline
TRUST CO OF VERMONT12,528$880K0.04%+4,09013F-HRTimeline
Breakwater Capital Group12,492$878K0.17%-9013F-HRTimeline
NorthStar Asset Management LLC /NJ/12,490$878K0.56%+18113F-HRTimeline
KFG WEALTH MANAGEMENT, LLC12,439$874K0.16%+30013F-HRTimeline
NOESIS CAPITAL MANGEMENT CORP12,354$868K0.17%+64413F-HRTimeline
American Trust12,351$868K0.07%+9,12613F-HRTimeline
GAMMA Investing LLC12,326$866K0.07%+2,17613F-HRTimeline
Cardinal Strategic Wealth Guidance12,274$863K0.27%+53513F-HRTimeline
New Republic Capital, LLC12,231$860K0.56%-6,13413F-HRTimeline
Evensky & Katz LLC12,201$857K0.06%-70013F-HRTimeline
Koss-Olinger Consulting, LLC12,048$847K0.07%+9,11113F-HRTimeline
SALEM INVESTMENT COUNSELORS INC12,010$844K0.03%+313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Clarendon Private LLC12,006$844K0.88%13F-HRTimeline
Trueblood Wealth Management, LLC11,961$841K0.41%+4,25013F-HRTimeline
Sabal Trust CO11,897$836K0.05%-1,56213F-HRTimeline
Gold Investment Management Ltd.11,848$833K0.35%+5013F-HRTimeline
Ellenbecker Investment Group11,838$832K0.15%+7613F-HRTimeline
SEGALL BRYANT & HAMILL, LLC11,820$831K0.01%013F-HRTimeline
Seven Springs Wealth Group, LLC11,816$830K0.31%-2713F-HRTimeline
FIRST MANHATTAN CO. LLC.11,756$826K<0.01%+2,37013F-HRTimeline
Destination Wealth Management11,727$824K0.03%+28213F-HRTimeline