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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
Invst, LLC22,307$1.69M0.23%-2,97613F-HRTimeline
Pallas Capital Advisors LLC22,168$1.68M0.07%013F-HRTimeline
Good Steward Wealth Advisors,LLC22,108$1.67M1.52%13F-HRTimeline
Evercore Wealth Management, LLC21,845$1.65M0.03%-8,23413F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…21,728$1.64M<0.01%+15,03513F-HRTimelineGroup
AlTi Global, Inc.in group AlTi Global, Inc.21,627$1.64M0.04%013F-HRTimelineGroup
CITY NATIONAL BANK OF FLORIDA /MSD21,564$1.63M1.47%013F-HRTimeline
Hassell Wealth Management, LLC21,944$1.63M0.69%-2,72913F-HRTimeline
Family Firm, Inc.21,519$1.63M0.36%+7,87813F-HRTimeline
Dynamic Financial Group21,447$1.62M1.62%+3513F-HRTimeline
SIMA Wealth Partners, LLC21,432$1.62M1.35%-3,14513F-HRTimeline
Coppell Advisory Solutions LLC22,552$1.62M0.23%+20,49613F-HRTimeline
Empirical Asset Management, LLC21,423$1.62M0.55%-114,04713F-HRTimeline
Bristlecone Advisors, LLC21,391$1.62M0.13%+6,94213F-HRTimeline
Csenge Advisory Group21,471$1.62M0.09%-1,62313F-HRTimeline
NDVR, Inc.21,360$1.62M1.65%-9,09313F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP21,304$1.61M0.15%+2,49213F-HRTimelineGroup
StrongBox Wealth, LLC21,269$1.61M0.67%-1,70413F-HRTimeline
RFG Advisory, LLC21,265$1.61M0.04%+8,18813F-HRTimeline
First Bank & Trust21,246$1.61M0.31%-1,12913F-HRTimeline
Wind River Trust Co21,203$1.6M0.69%013F-HRTimeline
Hoxton Planning & Management, LLC21,053$1.59M0.61%-3,63213F-HRTimeline
RAINIER FAMILY WEALTH INC21,004$1.59M1.87%+39013F-HRTimeline
Independence Bank of Kentucky20,957$1.59M0.25%+1,40713F-HRTimeline
Quent Capital, LLC20,902$1.58M0.17%+2,37013F-HRTimeline
Summit X, LLC20,801$1.57M0.33%-14913F-HRTimeline
Courage Miller Partners, LLC20,772$1.57M0.53%+1,19013F-HRTimeline
Capital Planning LLC20,645$1.56M0.44%+4,88513F-HRTimeline
STRATEGY ASSET MANAGERS LLC20,512$1.55M0.32%+4,46213F-HRTimeline
Seven Post Investment Office LP20,507$1.55M0.59%013F-HRTimeline
Cherry Tree Wealth Management, LLC20,496$1.55M0.37%+6713F-HRTimeline
GeoWealth Management, LLC20,465$1.55M0.06%-58213F-HRTimeline
Global View Capital Management LLC20,334$1.54M0.56%-96413F-HRTimeline
MMA ASSET MANAGEMENT LLC20,319$1.54M0.65%-4013F-HRTimeline
Black Diamond Financial, LLC20,212$1.53M0.23%013F-HRTimeline
Paragon Capital Management Ltd20,120$1.52M0.31%013F-HRTimeline
WEDBUSH SECURITIES INC20,080$1.52M0.06%-2,65013F-HRTimeline
Sovereign Financial Group, Inc.20,056$1.52M0.35%-1,50113F-HRTimeline
First County Bank /CT/19,918$1.51M0.83%+2,37513F-HRTimeline
PINNACLE ASSOCIATES LTD19,801$1.5M0.02%+5,74813F-HRTimeline
SHELTON WEALTH MANAGEMENT, LLC19,754$1.49M0.85%-9913F-HRTimeline
Icon Wealth Advisors, LLC19,737$1.49M0.12%-42113F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC19,695$1.49M0.4%+77513F-HRTimeline
WealthCare Investment Partners, LLC19,811$1.49M0.63%-18,24213F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding19,603$1.49M+8,476Timeline
TSFG, LLC19,544$1.48M0.3%+2,89713F-HRTimeline
Beckerman Institutional, LLC19,530$1.48M1.07%+1,05913F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.19,480$1.47M0.2%-1,33613F-HRTimeline
CAHILL FINANCIAL ADVISORS INC19,462$1.47M0.2%013F-HRTimeline
JMG Financial Group, Ltd.19,438$1.47M0.05%013F-HRTimeline
Highland Financial Advisors, LLC19,416$1.47M0.53%-1,31113F-HRTimeline
BANK OF NOVA SCOTIA TRUST COin group BANK OF NOVA SCOTIA19,351$1.46M0.16%new13F-HRTimelineGroup
Penobscot Investment Management Company…19,263$1.46M0.14%+4,47013F-HRTimeline
Grant/GrossMendelsohn, LLC18,507$1.46M0.81%+1,26513F-HRTimeline
Jacobi Capital Management LLC19,200$1.45M0.11%+40313F-HRTimeline
Schneider Downs Wealth Management Advis…19,093$1.44M0.26%-3,70913F-HRTimeline
Kooman & Associates18,836$1.42M0.52%+45213F-HRTimeline
Cooper Financial Group18,818$1.42M0.19%+2,87013F-HRTimeline
Milestone Asset Management Group, LLC18,801$1.42M1.29%-21913F-HRTimeline
Black Cypress Capital Management, LLC18,797$1.42M1.3%-72213F-HRTimeline
Northwest Bancshares, Inc.18,788$1.42M0.26%-15213F-HRTimeline
HICKS CAPITAL MANAGEMENT LLC18,713$1.42M1.88%13F-HRTimeline
FORTRESS FINANCIAL GROUP, LLC18,675$1.41M1.41%+8013F-HRTimeline
Balboa Wealth Partners18,477$1.4M0.34%-1,22813F-HRTimeline
Lincoln Capital LLC18,139$1.39M0.29%+11013F-HRTimeline
Blueprint Investment Partners LLCin group Blueprint Investment Partners…18,359$1.39M0.25%-1,09013F-HRTimelineGroup
FOSTER & MOTLEY INC18,337$1.39M0.09%-88613F-HRTimeline
St. Louis Trust Co18,295$1.38M0.2%-8,77513F-HRTimeline
Dentgroup LLC18,182$1.38M1.03%-10,90113F-HRTimeline
PHILADELPHIA TRUST CO18,170$1.38M0.12%013F-HRTimeline
Coordinated Financial Services, Inc./CO18,173$1.37M1.05%13F-HRTimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV18,042$1.36M0.47%-1,78613F-HRTimeline
ALTFEST L J & CO INC18,012$1.36M0.17%-613F-HRTimeline
Tufton Capital Management18,011$1.36M0.26%+99613F-HRTimeline
FineMark National Bank & Trust17,985$1.36M0.05%-1,94213F-HRTimeline
Maia Wealth LLC18,149$1.35M0.31%-3,38013F-HRTimeline
WCG Wealth Advisors LLC17,705$1.34M0.1%-15,21913F-HR/ATimeline
BIP Wealth, LLC17,702$1.34M0.09%+1,24313F-HRTimeline
Rockwood Wealth Management, LLC17,671$1.34M0.14%+55013F-HRTimeline
Great Point Wealth Advisors, LLC17,669$1.34M0.29%-1,03013F-HRTimeline
W ADVISORS, LLC17,558$1.33M0.83%-88413F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC17,548$1.33M0.12%-2,15013F-HR/ATimeline
Roger Wittlin Investment Advisory, LLC17,496$1.32M0.77%-54613F-HRTimeline
Retirement Wealth Solutions LLC17,478$1.32M1.07%-24513F-HRTimeline
Washington Trust Advisors, Inc.17,455$1.32M0.12%+4013F-HRTimeline
SAXON INTERESTS, INC.17,442$1.32M0.62%-28713F-HRTimeline
Wingate Wealth Advisors, Inc.17,377$1.31M1.51%+28413F-HRTimeline
4Thought Financial Group Inc.17,366$1.31M0.81%-8,96613F-HRTimeline
FIRST NATIONAL CORP /MA/ /ADV17,360$1.31M0.29%+73913F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp17,351$1.31M<0.01%+4,20613F-HRTimelineGroup
EVOKE WEALTH, LLC17,316$1.31M0.03%013F-HRTimeline
Trilogy Capital Inc.17,179$1.3M0.07%+1213F-HRTimeline
LVZ, Inc.17,146$1.3M0.17%+37913F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…17,084$1.29M0.22%-27013F-HRTimeline
TFC Financial Management, Inc.17,073$1.29M0.2%+35013F-HRTimeline
Keystone Financial Group, Inc.16,138$1.29M0.91%-8313F-HRTimeline
CABOT WEALTH MANAGEMENT INC17,070$1.29M0.16%-23413F-HRTimeline
MONTAG & CALDWELL, LLC17,031$1.29M0.3%+14,93613F-HRTimeline
Binnacle Investments Inc16,985$1.28M0.94%13F-HRTimeline
TOWER TRUST & INVESTMENT Co16,288$1.28M1.03%13F-HRTimeline
MA Private Wealth16,921$1.28M0.24%-6713F-HRTimeline
WEST BANCORPORATION INC16,862$1.28M0.87%-1,39513F-HRTimeline
Cornerstone Wealth Management, LLC16,765$1.27M0.09%+32513F-HRTimeline
GGM Financial LLC16,598$1.26M0.86%+3,34613F-HRTimeline
Klaas Financial Asset Advisors, LLC16,507$1.25M0.22%-1,04513F-HRTimeline
BOYUM WEALTH ARCHITECTS LLC16,471$1.25M1.21%13F-HRTimeline
Stonebrook Private Inc.16,459$1.25M0.32%-16513F-HRTimeline
OneAscent Financial Services LLCgroup of 2 filers holding16,433$1.25M-258Timeline
RoundAngle Advisors LLC16,435$1.24M1.14%-2513F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…16,379$1.24M0.12%013F-HRTimelineGroup
GAMMA Investing LLC16,373$1.24M0.09%+4,04713F-HR/ATimeline
Jaffetilchin Investment Partners, LLC16,337$1.24M0.09%+6,03013F-HRTimeline
SOL Capital Management CO16,295$1.23M0.14%-6,51413F-HRTimeline
HCR Wealth Advisors16,291$1.23M0.16%+66313F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd16,285$1.23M0.06%+8,34413F-HRTimelineGroup
Coign Capital Advisors LLC16,266$1.23M0.95%+1,07313F-HRTimeline
Vantage Financial Partners, LLC16,251$1.23M0.31%+25513F-HRTimeline
M Holdings Securities, Inc.16,250$1.23M0.2%-21113F-HRTimeline
Stonebridge Financial Group, LLC16,245$1.23M0.13%+3,01413F-HRTimeline
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC16,119$1.22M0.31%+5,00213F-HR/ATimeline
Charter Oak Capital Management, LLC16,087$1.22M0.11%+1,43113F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…16,017$1.21M0.07%+97813F-HRTimelineGroup
RHS Financial, LLC15,979$1.21M0.68%-11,98413F-HRTimeline
BlueSky Wealth Advisors, LLC15,944$1.21M0.19%-65413F-HRTimeline
NCM Capital Management, LLC15,925$1.2M0.54%013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC15,813$1.2M0.04%+16313F-HRTimelineGroup
Northeast Financial Consultants Inc15,771$1.19M0.05%-1,26913F-HRTimeline
SeaBridge Investment Advisors LLC15,673$1.19M0.26%013F-HRTimeline
Realta Investment Advisors15,650$1.18M0.54%-2,84613F-HRTimeline
Aries Wealth Management15,639$1.18M0.32%+66413F-HRTimeline
WEALTHGARDEN F.S. LLC15,591$1.18M1.13%-1,88813F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…15,554$1.18M0.02%+5,46113F-HRTimelineGroup
Madden Advisory Services, Inc.15,439$1.17M0.54%-5813F-HRTimeline
Parisi Gray Wealth Management15,364$1.16M0.38%+1,05013F-HRTimeline
MGO ONE SEVEN LLC15,252$1.15M0.04%+82013F-HRTimeline
Blue Fin Capital, Inc.15,171$1.15M0.22%+58513F-HRTimeline
United Advisor Group, LLC15,170$1.15M0.24%+1,57813F-HRTimeline
Bear Mountain Capital, Inc.14,439$1.14M0.44%-713F-HRTimeline
Forza Wealth Management, LLC15,041$1.14M0.51%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC14,938$1.13M0.04%-12613F-HRTimeline
Goldstein Advisors, LLC14,884$1.13M0.16%-91713F-HRTimeline
Curated Wealth Partners LLC14,880$1.13M0.15%-1,28013F-HRTimeline
Sepio Capital, LP14,859$1.12M0.09%+67213F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…14,782$1.12M0.03%+30013F-HRTimelineGroup
Sharp Wealth Advisory, LLC14,773$1.12M0.86%-56,00613F-HRTimeline
Strata Wealth Advisors, LLC14,692$1.11M0.35%013F-HRTimeline
American State Bank (Iowa)14,654$1.11M0.67%+1513F-HRTimeline
Dana Investment Advisors, Inc.14,653$1.11M0.04%013F-HRTimeline
Trueblood Wealth Management, LLC14,635$1.11M0.51%+2,67413F-HRTimeline
ROMANO BROTHERS AND COMPANY14,619$1.11M0.14%+1,30813F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC14,616$1.11M0.15%013F-HRTimeline
Blue Trust, Inc.14,562$1.1M0.01%-17,15113F-HRTimeline
New Republic Capital, LLC14,543$1.1M0.48%+2,31213F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC14,471$1.09M0.09%+6013F-HRTimeline
Welch & Forbes LLC14,356$1.09M0.01%-30313F-HRTimeline
Stone Summit Wealth LLC14,356$1.09M0.37%013F-HRTimeline
ORBA Wealth Advisors, L.L.C.14,321$1.08M0.55%013F-HRTimeline
C M BIDWELL & ASSOCIATES LTD14,310$1.08M0.65%013F-HRTimeline
Fortress Wealth Management, Inc.14,283$1.08M0.56%-1,48313F-HRTimeline
Victrix Investment Advisors14,238$1.08M0.57%new13F-HRTimeline
Foundations Investment Advisors, LLC14,231$1.08M0.02%+1,21513F-HRTimeline
Aurdan Capital Management, LLC14,101$1.07M0.4%+2,96713F-HRTimeline
WATERSHED PRIVATE WEALTH LLC14,065$1.06M0.43%+1,21413F-HRTimeline
Walleye Capital LLCin group Walleye Capital LLC14,048$1.06M0.01%new13F-HRTimelineGroup
HILL ISLAND FINANCIAL LLC14,003$1.06M0.31%-14413F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC13,963$1.06M0.03%-87613F-HRTimelineGroup
STEVENS CAPITAL PARTNERS13,939$1.05M0.5%-1,58213F-HRTimeline
Waterway Wealth Management, LLC13,902$1.05M0.44%new13F-HRTimeline
GRAYBILL WEALTH MANAGEMENT, LTD.13,873$1.05M0.36%13F-HRTimeline
TRUST CO OF VERMONT13,865$1.05M0.05%+1,33713F-HRTimeline
Noble Family Wealth, LLC13,754$1.04M0.29%013F-HRTimeline
McNamara Financial Services, Inc.13,720$1.04M0.22%+55413F-HRTimeline
McGlone Suttner Wealth Management, Inc.13,706$1.04M0.17%-113F-HRTimeline
MV CAPITAL MANAGEMENT, INC.13,532$1.02M0.11%+4,03213F-HRTimeline
Finley Financial, LLC12,945$1.02M0.57%-6513F-HRTimeline
Sachetta, LLC13,482$1.02M0.42%+80713F-HRTimeline
Columbia Asset Management13,478$1.02M0.21%+91513F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC13,372$1.01M<0.01%+10,16913F-HRTimelineGroup
Breakwater Capital Group13,361$1.01M0.18%+86913F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC13,352$1.01M0.04%-80113F-HR/ATimeline
JNBA Financial Advisors13,349$1.01M0.1%-34113F-HRTimeline
Consolidated Portfolio Review Corp13,329$1.01M0.16%+35613F-HRTimeline
Compass Ion Advisors, LLC13,217$1000K0.12%013F-HRTimeline
LAZARI CAPITAL MANAGEMENT, INC.13,208$999K0.41%-24513F-HRTimeline
TL Private Wealth14,692$997K0.49%-25713F-HRTimeline
Amplius Wealth Advisors, LLC13,163$996K0.1%+4,03313F-HRTimeline
VICTORY FINANCIAL GROUP, LLC13,225$995K0.19%-3,70413F-HRTimeline
MFA Wealth Services12,924$978K0.8%-55413F-HRTimeline
NOVUS ADVISORS, LLC12,885$975K0.98%-10813F-HRTimeline
First Citizens Financial Corp12,867$973K0.55%-3,17913F-HRTimeline
Destination Wealth Management12,828$970K0.03%+1,10113F-HRTimeline
DBK Financial Counsel, LLC12,802$968K0.97%-8413F-HRTimeline
Lee, Kelleher & Klein Wealth Management12,775$966K0.71%-1,76513F-HRTimeline
PINNEY & SCOFIELD, INC.12,600$953K0.69%-11013F-HRTimeline
Bestgate Wealth Advisors, LLC12,590$952K1.97%013F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC12,566$951K0.36%-2,65313F-HRTimeline
K2 Financial Inc.12,664$950K0.93%-12613F-HRTimeline
MainStreet Investment Advisors LLC12,530$948K0.14%+2,00513F-HRTimeline
DAVIDSON TRUST CO12,513$947K0.45%-13113F-HRTimeline
Autumn Glory Partners, LLC12,500$946K0.47%new13F-HRTimeline