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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
Two West Capital Advisors LLC11,700$822K0.7%-2,17913F-HRTimeline
Westmount Partners, LLC11,692$822K0.25%-4913F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT11,661$820K0.01%-15213F-HRTimeline
Signal Advisors Wealth, LLC11,614$816K0.09%-1,64713F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC11,500$808K<0.01%-5,50013F-HRTimelineGroup
GDS Wealth Management11,490$808K0.07%+1,29613F-HRTimeline
Modern Wealth Management, LLC11,454$805K0.03%+3,24013F-HR/ATimeline
Beacon Financial Advisory LLC11,454$805K0.26%+2513F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.11,365$799K0.05%-51,53113F-HRTimelineGroup
ACCESS FINANCIAL SERVICES, INC.11,362$799K0.36%+1,43113F-HRTimeline
Garde Capital, Inc.11,285$793K0.05%013F-HRTimeline
MEMBERS WEALTH LLC10,571$793K0.59%13F-HRTimeline
CM WEALTH ADVISORS LLC11,253$791K0.26%-7913F-HRTimeline
Aurdan Capital Management, LLC11,134$782K0.3%13F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…11,127$782K0.15%-1,03113F-HRTimelineGroup
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC11,117$781K0.18%-16,08913F-HRTimeline
SHAYNE & JACOBS, LLC11,049$777K0.2%013F-HRTimeline
TRUEFG, LLC11,045$776K0.25%+47313F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC11,000$773K0.15%-65813F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp10,954$770K0.05%+11913F-HRTimelineGroup
WEST MICHIGAN ADVISORS, LLC10,927$768K0.23%-1,06913F-HRTimeline
PCG ASSET MANAGEMENT, LLC10,911$767K0.67%13F-HRTimeline
Cubist Systematic Strategies, LLC10,840$762K0.01%new13F-HRTimeline
CENTAURUS FINANCIAL, INC.10,712$753K0.05%+14813F-HRTimeline
VAUGHAN & Co SECURITIES, INC.10,702$752K0.45%013F-HRTimeline
Haverford Financial Services, Inc.10,699$752K0.23%013F-HRTimeline
PRESILIUM PRIVATE WEALTH, LLC10,658$749K0.17%013F-HRTimeline
Northwest Bank & Trust Co10,131$746K0.55%-12013F-HRTimeline
Holland Advisory Services, Inc.10,613$746K0.97%-47713F-HRTimeline
DUDLEY CAPITAL MANAGEMENT, LLC10,603$745K0.38%013F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.10,583$744K0.01%-2,68613F-HRTimeline
Old Mission Investment Co LLC10,528$740K0.22%-7813F-HRTimeline
MainStreet Investment Advisors LLC10,525$740K0.1%+3,88513F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA10,495$738K0.17%-1,34213F-HRTimeline
Advisors Capital Management, LLC10,482$737K0.01%-62613F-HRTimeline
Sand Hill Global Advisors, LLC10,481$737K0.03%+1,40313F-HRTimeline
Strategic Wealth Partners, Ltd.9,692$736K0.06%+32713F-HRTimeline
Investmark Advisory Group LLC10,444$734K0.36%+26013F-HRTimeline
Noble Wealth Management PBC10,407$731K0.51%13F-HRTimeline
CRA Financial Services, LLC10,356$728K0.12%-4713F-HRTimeline
Jaffetilchin Investment Partners, LLC10,307$724K0.05%+90313F-HRTimeline
FIRST AMERICAN TRUST, FSB10,287$723K0.07%-24313F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC10,286$723K0.15%-7013F-HRTimeline
Northeast Financial Group, Inc.in group Northeast Financial Group, In…10,249$720K0.28%+4,39813F-HRTimelineGroup
Quadcap Wealth Management, LLC10,239$720K0.11%-1,53613F-HRTimeline
SeaCrest Wealth Management, LLC10,225$719K0.08%-11113F-HRTimeline
ELEVATUS WELATH MANAGEMENT10,216$718K0.25%-1,28713F-HRTimeline
WOLFF WIESE MAGANA LLC10,216$718K0.48%+2,25813F-HRTimeline
Well Done, LLC9,197$718K0.13%013F-HRTimeline
Cadence Bank10,195$717K0.05%+1,97413F-HRTimeline
Merriman Wealth Management, LLC10,187$716K0.03%-1,85013F-HRTimeline
Lavaca Capital LLC10,175$715K0.31%+9713F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…10,093$709K0.01%+2,15113F-HRTimelineGroup
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …10,046$706K0.17%013F-HRTimelineGroup
Crestline Management, L.P.10,000$703K0.02%new13F-HRTimeline
Beverly Hills Private Wealth, LLC9,999$703K0.14%+50013F-HRTimeline
G&S Capital LLC9,983$702K0.29%-77013F-HRTimeline
MITCHELL CAPITAL MANAGEMENT CO9,949$699K0.12%-2,38913F-HRTimeline
Wealth Management Partners, LLC9,943$699K0.3%+513F-HRTimeline
Private Wealth Advisors, LLC9,934$698K0.3%-40413F-HRTimeline
Northside Capital Management, LLC9,927$698K0.19%013F-HRTimeline
Harbor Group, Inc.9,922$697K0.16%+3913F-HRTimeline
FSC Wealth Advisors, LLC9,916$697K0.45%+71413F-HRTimeline
tru Independence LLC9,868$694K0.22%+6513F-HRTimeline
Tranquility Partners, LLC9,635$691K0.26%+65413F-HRTimeline
Strategic Financial Concepts, LLC9,815$690K0.13%+4,92813F-HR/ATimeline
First Financial Bankshares Inc9,807$689K0.01%-22213F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP9,756$686K0.01%+6,48213F-HR/ATimelineGroup
Genesis Wealth Advisors, LLC9,753$685K0.6%13F-HRTimeline
Chicago Capital, LLC9,747$685K0.02%+4,67213F-HRTimeline
Verum Partners LLC9,723$683K0.2%-25913F-HRTimeline
PATRON PARTNERS, LLC9,669$680K0.37%-1,62913F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED9,656$679K0.06%-2,29013F-HRTimeline
TD Capital Management LLC9,652$678K0.07%+3013F-HRTimeline
REAP Financial Group, LLC9,615$676K0.17%+28713F-HRTimeline
Adero Partners, LLC9,540$670K0.04%-15813F-HRTimeline
Goelzer Investment Management, Inc.9,534$670K0.04%+6,92613F-HRTimeline
SUMMIT WEALTH & RETIREMENT PLANNING, IN…9,518$669K0.21%new13F-HRTimeline
HUB Investment Partners, LLC9,501$668K0.03%-77713F-HRTimeline
MV CAPITAL MANAGEMENT, INC.9,500$668K0.07%-3,40313F-HRTimeline
Savvy Advisors, Inc.9,482$666K0.08%-41513F-HRTimeline
Investor's Fiduciary Advisor Network, L…9,488$666K0.25%13F-HRTimeline
Aspen Wealth Management LLC9,437$663K0.2%-92313F-HRTimeline
Schrum Private Wealth Management LLC9,434$663K0.56%-2,39213F-HRTimeline
RCS Financial Planning, LLC9,421$662K0.35%-113F-HRTimeline
Landing Point Financial Group, LLC8,797$660K0.5%13F-HRTimeline
Mission Creek Capital Partners, Inc.9,309$654K0.14%+4513F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/9,280$652K0.04%013F-HRTimeline
KDK Private Wealth Management, LLC9,259$651K0.68%13F-HRTimeline
CFO4Life Group, LLC9,228$649K0.11%+42913F-HRTimeline
One Wealth Advisors, LLC9,224$648K0.1%-10713F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT9,207$647K0.04%+62513F-HRTimelineGroup
Plan A Wealth LLC9,184$645K0.59%13F-HRTimeline
Madison Asset Management, LLCgroup of 2 filers holding9,162$644K+4,581Timeline
Fairvoy Private Wealth, LLC9,140$642K0.17%13F-HRTimeline
Amplius Wealth Advisors, LLC9,130$642K0.07%+5,25913F-HRTimeline
Navalign, LLC9,118$641K0.19%+10613F-HRTimeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.9,087$639K0.04%+22913F-HRTimelineGroup
Talisman Wealth Advisors LLC9,067$637K0.68%-71713F-HRTimeline
Human Investing LLC9,033$635K0.11%+26613F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…9,022$633K0.05%new13F-HRTimeline
Sandy Spring Bank8,981$631K0.03%-9313F-HRTimeline
Quad-Cities Investment Group, LLC8,968$630K0.31%+55713F-HRTimeline
Gryphon Financial Partners LLC8,958$630K0.09%+69813F-HRTimeline
KWB Wealth8,051$628K0.08%-11813F-HRTimeline
CONTINENTAL INVESTORS SERVICES, INC.8,888$628K1.25%+66113F-HRTimeline
SMITH, MOORE & CO.8,927$627K0.06%+93613F-HRTimeline
CATALYST PRIVATE WEALTH, LLC8,915$627K0.28%013F-HRTimeline
FORTE ASSET MANAGEMENT LLC8,909$626K0.33%013F-HRTimeline
Private Wealth Partners, LLC8,886$625K0.05%+1,80513F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp8,856$622K0.04%+8113F-HRTimelineGroup
Talon Private Wealth, LLC8,789$618K0.13%-10813F-HR/ATimeline
Partners in Financial Planning8,777$617K0.13%+1,83113F-HRTimeline
Glass Jacobson Investment Advisors llc8,716$613K0.2%+17413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CPC Advisors, LLC8,690$611K0.08%-2,64313F-HRTimeline
BARRETT & COMPANY, INC.8,634$607K0.26%+27213F-HRTimeline
Fermata Advisors, LLC8,592$604K0.11%-113F-HRTimeline
MorganRosel Wealth Management, LLC8,558$601K0.2%+3,74913F-HRTimeline
VISTA INVESTMENT PARTNERS II, LLC8,544$600K0.35%13F-HRTimeline
LYELL WEALTH MANAGEMENT, LP8,535$600K0.05%013F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS8,503$598K0.25%-10413F-HRTimeline
Ethos Financial Group, LLC8,483$596K0.08%-24813F-HRTimeline
HEADINVEST, LLC8,405$591K0.11%+65013F-HRTimeline
GW&K Investment Management, LLC8,380$589K0.01%013F-HRTimeline
CERTUITY, LLC8,324$585K0.06%+3,10113F-HRTimeline
2UniFi Bank8,311$584K0.39%13F-HRTimeline
TD Waterhouse Canada Inc.8,303$584K<0.01%+41413F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.8,259$580K0.3%13F-HRTimeline
Sovran Advisors, LLC8,302$579K0.08%13F-HRTimeline
River Street Advisors LLC8,243$579K0.3%-9,90113F-HRTimeline
New World Advisors LLC8,153$573K0.14%+24913F-HRTimeline
WealthShield Partners, LLC8,016$563K0.08%+5813F-HRTimeline
CITY HOLDING CO8,003$562K0.08%013F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd7,941$558K0.05%new13F-HRTimelineGroup
Insight Inv LLC7,937$558K0.39%new13F-HRTimeline
Cypress Point Wealth Management, LLC7,914$556K0.17%013F-HRTimeline
Blue Chip Partners, LLC7,907$556K0.05%+56513F-HRTimeline
Blue Oak Capital, LLC7,850$552K0.34%13F-HRTimeline
SACHEM HILL LLC7,837$551K0.11%013F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.7,825$550K0.18%-21713F-HRTimeline
DAVIS R M INC7,822$550K0.01%+1,94313F-HRTimeline
GM Advisory Group, LLC7,808$549K0.03%+1,90613F-HRTimeline
Peak Planning Group, LLC7,804$548K0.23%+29113F-HRTimeline
SOA Wealth Advisors, LLC.7,785$547K0.1%-7613F-HR/ATimeline
Wise Wealth Partners7,765$546K1.35%13F-HRTimeline
Sandhill Capital Partners LLC7,727$543K0.04%-90113F-HRTimeline
Selective Wealth Management, Inc.7,764$542K0.22%+16013F-HRTimeline
Moors & Cabot, Inc.7,684$540K0.03%+3,65913F-HRTimeline
NICOLET ADVISORY SERVICES, LLCin group NICOLET BANKSHARES INC7,724$539K0.05%-1,62213F-HRTimelineGroup
PLANNING ALTERNATIVES LTD /ADV7,647$537K0.08%-49113F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC7,630$536K0.3%013F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC7,588$533K0.05%-36513F-HRTimeline
Key Financial Inc7,586$533K0.12%+53413F-HRTimeline
CoreCap Advisors, LLC7,580$533K0.02%+2,06013F-HRTimeline
HAZLETT, BURT & WATSON, INC.7,540$531K0.24%+113F-HRTimeline
RVW Wealth, LLC7,536$530K0.05%013F-HRTimeline
Stonebridge Capital Advisors LLC7,499$527K0.04%+20813F-HRTimeline
Tidemark, LLC7,491$526K0.2%-9813F-HRTimeline
Pine Valley Investments Ltd Liability Co7,483$526K0.03%-31113F-HRTimeline
Cypress Wealth Services, LLC7,471$525K0.11%-1813F-HRTimeline
Live Oak Private Wealth LLC7,462$524K0.09%-32813F-HRTimeline
Next Level Wealth Planning, LLC7,435$523K0.41%13F-HRTimeline
Hill Investment Group Partners, LLC7,422$522K0.07%new13F-HRTimeline
Armstrong, Fleming & Moore, Inc7,398$520K0.32%013F-HRTimeline
Moss Adams Wealth Advisors LLC7,387$519K0.05%-1,00013F-HRTimeline
Founders Financial Alliance, LLC7,361$517K0.14%-913F-HRTimeline
FPC INVESTMENT ADVISORY, INC.7,023$517K0.38%new13F-HRTimeline
FSM Wealth Advisors, LLC7,271$516K0.13%+3,79313F-HRTimeline
REGATTA CAPITAL GROUP, LLC7,311$514K0.1%-20013F-HRTimeline
CBIZ Investment Advisory Services, LLC7,302$513K0.03%+7813F-HRTimeline
Simmons Bankin group Simmons Bank7,299$513K0.04%+38913F-HRTimelineGroup
Cornell Pochily Investment Advisors, In…7,279$512K0.18%-1213F-HRTimeline
SUMMIT INVESTMENT ADVISORS, INC.6,725$511K0.45%13F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC7,215$507K0.05%-5913F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC7,208$507K0.07%+35113F-HRTimeline
Concorde Asset Management, LLC7,196$506K0.26%-24713F-HRTimeline
Maltin Wealth Management, Inc.7,192$505K0.25%+12113F-HRTimeline
Sunbeam Capital Management, LLC7,188$505K0.47%13F-HR/ATimeline
Institute for Wealth Management, LLC.7,183$505K0.06%+11513F-HRTimeline
Private Portfolio Partners LLC7,096$499K0.09%+27613F-HRTimeline
HILLTOP WEALTH ADVISORS, LLC7,070$497K0.25%013F-HRTimeline
SteelPeak Wealth, LLC7,057$496K0.02%new13F-HRTimeline
Archer Investment Corp7,048$495K0.13%-17413F-HRTimeline
Ausdal Financial Partners, Inc.7,037$495K0.04%+2,10013F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…7,036$495K<0.01%+11113F-HRTimelineGroup
Douglass Winthrop Advisors, LLC6,990$491K0.01%013F-HRTimeline
Smith Thornton Advisors LLC6,970$490K0.31%+45513F-HRTimeline
Keel Point, LLC6,912$486K0.04%+12613F-HRTimeline
Impact Capital Partners LLC6,895$485K0.17%13F-HRTimeline
Horizon Wealth Management, LLC6,884$484K0.08%new13F-HRTimeline
LJI Wealth Management, LLC6,853$482K0.09%-3,16113F-HRTimeline
Ironwood Financial, llc6,840$481K0.1%-4013F-HRTimeline
Kraft, Davis & Associates, LLC6,416$480K0.14%+13913F-HRTimeline
Keudell/Morrison Wealth Management6,773$476K0.12%+5013F-HRTimeline
VISTA CAPITAL PARTNERS, INC.6,768$476K0.06%new13F-HRTimeline
B.O.S.S. Retirement Advisors, LLC6,750$474K0.13%new13F-HRTimeline
CPA Asset Management Group, LLC6,704$471K0.22%-9413F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…6,693$470K<0.01%-13013F-HRTimelineGroup
BluePointe Capital Management, LLC6,676$469K0.27%-27913F-HRTimeline
CRUX WEALTH ADVISORS6,646$467K0.26%13F-HRTimeline