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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
MEMBERS WEALTH LLC12,464$943K0.71%+1,89313F-HRTimeline
FIRST MANHATTAN CO. LLC.12,407$939K<0.01%+65113F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.12,363$935K0.01%+1,78013F-HRTimeline
FSM Wealth Advisors, LLC12,295$930K0.21%+5,02413F-HRTimeline
Alteri Wealth LLC12,274$928K0.41%-1,53013F-HRTimeline
Kovack Advisors, Inc.12,270$928K0.1%+6,39613F-HRTimeline
Legacy Private Trust Co.12,183$922K0.06%-38013F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT12,154$919K0.02%+49313F-HRTimeline
CALTON & ASSOCIATES, INC.12,136$918K0.21%new13F-HR/ATimeline
PCG ASSET MANAGEMENT, LLC12,126$917K0.86%+1,21513F-HRTimeline
GDS Wealth Management12,048$911K0.08%+55813F-HRTimeline
Unique Wealth Strategies, LLC12,016$909K0.41%new13F-HRTimeline
Clarendon Private LLC12,006$908K0.96%013F-HRTimeline
SUMMIT WEALTH & RETIREMENT PLANNING, IN…11,995$907K0.28%+2,47713F-HRTimeline
WOLFF WIESE MAGANA LLC11,993$907K0.62%+1,77713F-HRTimeline
KWMG, LLC11,981$906K0.09%-60713F-HRTimeline
SALEM INVESTMENT COUNSELORS INC11,972$906K0.03%-3813F-HRTimeline
NOESIS CAPITAL MANGEMENT CORP11,964$905K0.18%-39013F-HR/ATimeline
Peterson Wealth Services11,958$905K0.28%-1,38613F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group11,933$903K0.12%+5,91313F-HRTimelineGroup
Sabal Trust CO11,897$900K0.05%013F-HRTimeline
PEOPLES BANK /OH11,799$893K0.59%-1,91813F-HRTimeline
Westmount Partners, LLC11,793$892K0.27%+10113F-HRTimeline
FSC Wealth Advisors, LLC11,791$892K0.59%+1,87513F-HRTimeline
NorthStar Asset Management LLC /NJ/11,779$891K0.56%-71113F-HRTimeline
CENTAURUS FINANCIAL, INC.11,740$888K0.05%+1,02813F-HRTimeline
HM PAYSON & CO11,732$888K0.02%-4,77013F-HRTimeline
Seven Springs Wealth Group, LLC11,729$887K0.32%-8713F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC11,699$885K0.19%+69913F-HRTimeline
SEGALL BRYANT & HAMILL, LLC11,664$882K0.01%-15613F-HRTimeline
KFG WEALTH MANAGEMENT, LLC11,661$882K0.16%-77813F-HRTimeline
Evensky & Katz LLC11,633$880K0.06%-56813F-HRTimeline
Goelzer Investment Management, Inc.11,605$878K0.05%+2,07113F-HR/ATimeline
Clarity Capital Partners LLC11,573$875K0.35%-1,73713F-HRTimeline
PAX Financial Group, LLC11,566$875K0.16%-96613F-HRTimeline
Main Street Financial Solutions, LLC11,536$873K0.08%-1,18113F-HRTimeline
FFT WEALTH MANAGEMENT LLC11,507$870K0.18%-123,53413F-HRTimeline
PITCAIRN COin group PITCAIRN CO11,455$867K0.05%-2,17513F-HRTimelineGroup
ACCESS FINANCIAL SERVICES, INC.11,432$865K0.35%+7013F-HRTimeline
TRUEFG, LLC11,428$865K0.28%+38313F-HRTimeline
CONTINENTAL INVESTORS SERVICES, INC.11,320$864K1.72%+2,43213F-HRTimeline
BRADY FAMILY WEALTH, LLC11,377$861K0.28%-6,30413F-HRTimeline
Garde Capital, Inc.11,285$854K0.05%013F-HRTimeline
Ellenbecker Investment Group11,268$852K0.15%-57013F-HRTimeline
Drucker Wealth 3.0, LLC11,164$845K0.19%-2,72913F-HRTimeline
CM WEALTH ADVISORS LLC11,139$843K0.27%-11413F-HRTimeline
Old Mission Investment Co LLC11,134$842K0.25%+60613F-HRTimeline
Two West Capital Advisors LLC11,268$827K0.69%-43213F-HRTimeline
SHAYNE & JACOBS, LLC10,869$822K0.2%-18013F-HRTimeline
HEADINVEST, LLC10,813$818K0.16%+2,40813F-HRTimeline
Signal Advisors Wealth, LLC10,730$812K0.08%-88413F-HRTimeline
PRESILIUM PRIVATE WEALTH, LLC10,658$806K0.18%013F-HRTimeline
HUB Investment Partners, LLC10,645$805K0.03%+1,14413F-HRTimeline
Cadence Bank10,618$803K0.06%+42313F-HRTimeline
Holland Advisory Services, Inc.10,613$803K1.22%013F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT10,503$795K0.05%+1,29613F-HRTimelineGroup
Y-Intercept (Hong Kong) Ltd10,458$791K0.05%-15,15613F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA10,434$789K0.19%-6113F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management10,425$789K0.13%13F-HRTimelineGroup
SILVER OAK SECURITIES, INCORPORATED10,322$789K0.07%+66613F-HR/ATimeline
Tranquility Partners, LLC10,398$787K0.3%+76313F-HRTimeline
Cypress Wealth Services, LLC10,371$785K0.16%+2,90013F-HRTimeline
G&S Capital LLC10,362$784K0.33%+37913F-HRTimeline
CoreCap Advisors, LLC10,360$784K0.03%+2,78013F-HRTimeline
Sandhill Capital Partners LLC10,323$781K0.06%+2,59613F-HRTimeline
DUDLEY CAPITAL MANAGEMENT, LLC10,253$776K0.41%-35013F-HRTimeline
ELEVATUS WELATH MANAGEMENT10,216$773K0.44%013F-HRTimeline
Sandy Spring Bank10,209$772K0.03%+1,22813F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC10,183$770K0.16%-10313F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP10,155$768K0.01%+39913F-HRTimelineGroup
Investmark Advisory Group LLC10,142$767K0.38%-30213F-HRTimeline
SMITH, MOORE & CO.10,092$763K0.07%+1,16513F-HRTimeline
DAVIS R M INC10,061$761K0.02%+2,23913F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …10,046$760K0.18%013F-HRTimelineGroup
WEST MICHIGAN ADVISORS, LLC9,990$756K0.25%-93713F-HRTimeline
MITCHELL CAPITAL MANAGEMENT CO9,949$753K0.14%013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC9,929$751K0.01%+4,80513F-HRTimelineGroup
Northside Capital Management, LLC9,927$751K0.12%013F-HRTimeline
Beacon Financial Advisory LLC9,899$749K0.23%-1,55513F-HRTimeline
Harbor Group, Inc.9,883$748K0.15%-3913F-HRTimeline
Ethos Financial Group, LLC10,468$746K0.07%+1,98513F-HRTimeline
Gryphon Financial Partners LLC9,837$744K0.11%+87913F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.9,776$740K0.38%+1,51713F-HRTimeline
Wealth Management Partners, LLC9,763$739K0.34%-18013F-HRTimeline
FIRST AMERICAN TRUST, FSB9,747$737K0.07%-54013F-HRTimeline
Verum Partners LLC9,723$736K0.2%013F-HRTimeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.9,678$732K0.05%+59113F-HRTimelineGroup
COBBLESTONE CAPITAL ADVISORS LLC /NY/9,675$732K0.04%+39513F-HRTimeline
Noble Wealth Management PBC9,673$732K0.5%-73413F-HRTimeline
REAP Financial Group, LLC9,667$731K0.18%+5213F-HRTimeline
SeaCrest Wealth Management, LLC9,572$724K0.08%-65313F-HRTimeline
Arax Advisory Partners9,568$724K0.05%+3,13513F-HRTimeline
Sage Mountain Advisors LLC9,563$723K0.05%+4,33513F-HRTimeline
Adero Partners, LLC9,539$722K0.05%-113F-HRTimeline
tru Independence LLC9,531$721K0.22%-33713F-HRTimeline
Elm Partners Management LLC9,514$720K0.04%new13F-HR/ATimeline
Private Wealth Advisors, LLC9,465$716K0.3%-46913F-HRTimeline
2UniFi Bank9,485$715K0.46%+1,17413F-HRTimeline
RCS Financial Planning, LLC9,412$712K0.38%-913F-HRTimeline
Talon Private Wealth, LLC9,403$709K0.1%+61413F-HRTimeline
Aspen Wealth Management LLC9,363$708K0.2%-7413F-HRTimeline
SUTTON PLACE INVESTORS LLC9,322$705K0.47%-3,43613F-HRTimeline
JFG Wealth Management, LLC9,316$705K0.16%-4,90013F-HRTimeline
Cardinal Strategic Wealth Guidance9,314$705K0.23%-2,96013F-HRTimeline
TD Capital Management LLC9,290$703K0.07%-36213F-HRTimeline
Beverly Hills Private Wealth, LLC9,248$700K0.14%-75113F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC9,230$698K0.05%-4,96613F-HRTimeline
NICOLET ADVISORY SERVICES, LLCin group NICOLET BANKSHARES INC9,699$694K0.07%+1,97513F-HRTimelineGroup
TCI Wealth Advisors, Inc.9,169$694K0.06%+3,69713F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS9,167$693K0.28%+66413F-HRTimeline
Advisors Capital Management, LLC9,149$692K0.01%-1,33313F-HRTimeline
Balefire, LLC9,118$690K0.24%new13F-HRTimeline
KDK Private Wealth Management, LLC9,144$689K0.79%-11513F-HRTimeline
Strategic Financial Concepts, LLC9,093$688K0.13%-72213F-HRTimeline
Genesis Wealth Advisors, LLC9,083$687K0.56%-67013F-HRTimeline
Elgethun Capital Management9,056$685K0.15%+3,80013F-HRTimeline
Human Investing LLC9,033$683K0.12%013F-HRTimeline
Investor's Fiduciary Advisor Network, L…8,936$676K0.32%-55213F-HRTimeline
Haverford Financial Services, Inc.8,900$673K0.21%-1,79913F-HRTimeline
Frank, Rimerman Advisors LLC8,884$672K0.05%new13F-HRTimeline
CATALYST PRIVATE WEALTH, LLC8,882$672K0.33%-3313F-HRTimeline
Keel Point, LLC8,875$671K0.05%+1,96313F-HRTimeline
Talisman Wealth Advisors LLC8,870$671K0.69%-19713F-HRTimeline
One Wealth Advisors, LLC8,858$670K0.1%-36613F-HRTimeline
CRA Financial Services, LLC8,851$670K0.11%-1,50513F-HRTimeline
Mayfair Advisory Group, LLC8,834$668K0.39%+3,25713F-HRTimeline
Root Financial Partners, LLC8,783$665K0.07%+3,33413F-HRTimeline
Partners in Financial Planning8,777$664K0.13%013F-HRTimeline
EASTERN BANK8,761$663K0.01%-5,34813F-HRTimeline
Quad-Cities Investment Group, LLC8,745$662K0.33%-22313F-HRTimeline
PATRON PARTNERS, LLC8,734$661K0.36%-93513F-HRTimeline
Koss-Olinger Consulting, LLC8,717$659K0.06%-3,33113F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…8,616$652K0.06%-40613F-HRTimeline
Insight Inv LLC8,607$651K0.45%+67013F-HRTimeline
Fermata Advisors, LLC8,589$650K0.12%-313F-HRTimeline
WealthShield Partners, LLC8,568$648K0.08%+55213F-HRTimeline
Navalign, LLC8,563$648K0.18%-55513F-HRTimeline
Paragon Private Wealth Management, LLC8,495$643K0.3%+3,11813F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC8,447$639K0.19%new13F-HRTimeline
CPC Advisors, LLC8,447$639K0.09%-24313F-HRTimeline
Johnson Financial Group, LLC8,381$634K0.07%+4,91413F-HRTimeline
Fulcrum Capital LLC8,381$634K0.14%new13F-HRTimeline
GW&K Investment Management, LLC8,380$634K0.01%013F-HRTimeline
LYELL WEALTH MANAGEMENT, LP8,335$631K0.06%-20013F-HRTimeline
Sand Hill Global Advisors, LLC8,298$628K0.03%-2,18313F-HRTimeline
Plan A Wealth LLC8,239$623K0.48%-94513F-HRTimeline
GM Advisory Group, LLC8,183$619K0.03%+37513F-HRTimeline
First Financial Bankshares Inc8,176$619K0.01%-1,63113F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC8,157$617K0.09%+94913F-HRTimeline
Clear Harbor Asset Management, LLC8,156$617K0.05%new13F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.8,150$617K0.18%+32513F-HRTimeline
Schrum Private Wealth Management LLC8,133$615K0.54%-1,30113F-HRTimeline
Simmons Bankin group Simmons Bank8,119$614K0.05%+82013F-HRTimelineGroup
Glass Jacobson Investment Advisors llc8,716$613K0.2%013F-HRTimeline
Founders Financial Alliance, LLC8,068$610K0.15%+70713F-HRTimeline
FORTE ASSET MANAGEMENT LLC8,064$610K0.31%-84513F-HRTimeline
Willis Johnson & Associates, Inc.8,022$607K0.05%+1,41513F-HRTimeline
EQUITABLE TRUST CO8,004$606K0.03%new13F-HRTimeline
CITY HOLDING CO8,003$605K0.09%013F-HRTimeline
KWB Wealth8,614$605K0.07%+56313F-HRTimeline
Live Oak Private Wealth LLC7,986$604K0.1%+52413F-HRTimeline
Kelman-Lazarov, Inc.7,965$603K0.11%new13F-HRTimeline
Cypress Point Wealth Management, LLC7,914$599K0.19%013F-HRTimeline
Blue Chip Partners, LLC7,907$598K0.05%013F-HRTimeline
Glassman Wealth Services7,852$594K0.1%+4,76013F-HRTimeline
Next Level Wealth Planning, LLC7,808$591K0.45%+37313F-HRTimeline
Peak Planning Group, LLC7,808$591K0.25%+413F-HRTimeline
Wise Wealth Partners7,765$587K1.4%013F-HRTimeline
Well Done, LLC8,340$586K0.11%-85713F-HRTimeline
VISTA INVESTMENT PARTNERS II, LLC7,728$585K0.32%-81613F-HRTimeline
Pinnacle Wealth Management Advisory Gro…7,717$584K0.05%+2,12313F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV7,821$583K0.31%-8,89713F-HRTimeline
SOA Wealth Advisors, LLC.7,664$580K0.12%-12113F-HRTimeline
Northwest Capital Management Inc7,664$580K0.24%+2,17113F-HRTimeline
SACHEM HILL LLC7,645$578K0.11%-19213F-HRTimeline
High Falls Advisors, Inc7,622$577K0.14%+2,49213F-HRTimeline
UNITED BANK7,611$576K0.07%+3,50113F-HRTimeline
Key Financial Inc7,601$575K0.13%+1513F-HRTimeline
RENASANT BANK7,594$574K0.38%-15,18213F-HRTimeline
New World Advisors LLC7,555$572K0.13%-59813F-HRTimeline
B.O.S.S. Retirement Advisors, LLC7,538$570K0.17%+78813F-HRTimeline
Selective Wealth Management, Inc.7,764$570K0.25%013F-HRTimeline
Vestmark Advisory Solutions, Inc.7,494$567K0.01%new13F-HRTimeline
Gray Private Wealth, LLC7,474$565K0.34%+91313F-HRTimeline
CERTUITY, LLC7,449$564K0.06%-87513F-HRTimeline
FPC INVESTMENT ADVISORY, INC.7,023$562K0.39%013F-HRTimeline
Eaton Financial Holdings Company, LLC7,371$558K0.23%+1,71413F-HRTimeline
HILLTOP WEALTH ADVISORS, LLC7,354$556K0.31%+28413F-HRTimeline
Kingsman Wealth Management, Inc.7,346$556K0.41%13F-HRTimeline
Millington Financial Advisors, LLC7,564$555K0.34%+2,67913F-HRTimeline
Inscription Capital, LLC7,468$554K0.09%13F-HRTimeline
Mission Creek Capital Partners, Inc.7,305$553K0.13%-2,00413F-HRTimeline
Maltin Wealth Management, Inc.7,303$552K0.26%+11113F-HRTimeline
Joel Isaacson & Co., LLC7,282$551K0.02%+95713F-HRTimeline
OARSMAN CAPITAL, INC.7,281$551K0.1%+1,93513F-HRTimeline
Cornell Pochily Investment Advisors, In…7,268$550K0.19%-1113F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC7,243$548K0.05%+2813F-HRTimeline
Fiduciary Alliance LLC7,201$545K0.05%+3,44513F-HRTimeline
Concorde Asset Management, LLC7,449$545K0.29%+25313F-HRTimeline
Sunbeam Capital Management, LLC7,188$544K0.52%013F-HRTimeline