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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
International Private Wealth Advisors L…6,646$467K0.46%+41813F-HRTimeline
PETRA FINANCIAL ADVISORS INC6,635$466K0.32%-213F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC6,629$466K0.2%-69513F-HRTimeline
Willis Johnson & Associates, Inc.6,607$464K0.04%-1,43813F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC6,584$463K0.05%+51513F-HRTimelineGroup
Gray Private Wealth, LLC6,561$461K0.27%+2,86613F-HRTimeline
BCGM Wealth Management, LLC6,559$461K0.15%-35613F-HRTimeline
Versant Capital Management, Inc6,552$460K0.1%+3,21113F-HRTimeline
Centurion Wealth Management LLC6,549$460K0.14%-31313F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…6,548$460K<0.01%013F-HRTimeline
Ally Invest Advisors Inc.6,544$460K0.04%+12413F-HRTimeline
Sebold Capital Management, Inc.6,536$459K0.31%013F-HRTimeline
Sprinkle Financial Consultants LLC6,520$458K0.31%-1513F-HRTimeline
Rathbones Group PLC6,517$458K<0.01%+41713F-HRTimeline
GWN SECURITIES INC.6,409$454K0.12%13F-HRTimeline
Gradient Capital Advisors, LLC6,458$454K0.15%-613F-HRTimeline
Kohmann Bosshard Financial Services, LLC6,457$454K0.05%013F-HRTimeline
Arax Advisory Partners6,433$452K0.03%+4,02213F-HRTimeline
River Wealth Advisors LLC6,390$449K0.06%+46113F-HRTimeline
ENZI WEALTH6,173$448K0.17%-1,42713F-HRTimeline
BlackDiamond Wealth Management, LLC6,346$446K0.26%+20713F-HRTimeline
Joel Isaacson & Co., LLC6,325$445K0.02%+12613F-HRTimeline
Kennebec Savings Bank6,388$444K0.45%+713F-HRTimeline
Accredited Investors Inc.6,264$440K0.03%013F-HRTimeline
EPG Wealth Management LLC6,234$438K0.12%-1,37213F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV6,182$434K0.16%+1113F-HRTimeline
Blue Barn Wealth, LLC6,176$434K0.23%+1,21613F-HRTimeline
Community Financial Services Group, LLC6,171$434K0.09%013F-HRTimeline
MontVue Capital Management, Inc.6,148$432K0.33%013F-HRTimeline
Financial Perspectives, Inc6,136$431K0.14%+56113F-HRTimeline
WPG Advisers, LLC6,132$431K0.4%13F-HRTimeline
Focus Financial Network, Inc.6,105$429K0.02%+53113F-HRTimeline
LPF Advisors LLC6,090$428K0.36%013F-HRTimeline
Clarkston Capital Partners, LLC6,086$428K0.01%013F-HRTimeline
TrinityPoint Wealth, LLC6,085$428K0.06%+47713F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC6,039$424K0.17%new13F-HRTimeline
First National Bank of Hutchinson6,025$423K0.26%-2,38913F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group6,020$423K0.05%-3,80413F-HRTimelineGroup
Phillips Wealth Planners LLC6,036$421K0.42%+76313F-HRTimeline
Financial Management Professionals, Inc.5,973$420K0.05%-13413F-HRTimeline
MTM FINANCIAL GROUP, LLC5,959$419K0.25%+1,71813F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.5,941$418K0.29%-35913F-HRTimeline
Sensible Money, LLC5,892$414K0.18%+2213F-HRTimeline
Elite Life Management LLC5,884$414K1.22%013F-HRTimeline
Kovack Advisors, Inc.5,874$413K0.04%-7313F-HRTimeline
Fairman Group, LLC5,871$413K0.34%+4,31813F-HRTimeline
Chicago Wealth Management, Inc.5,865$412K0.21%-1,65313F-HRTimeline
Sound Income Strategies, LLC5,844$411K0.03%+1613F-HRTimeline
D'Orazio & Associates, Inc.5,839$410K0.06%+3013F-HRTimeline
Red Door Wealth Management, LLC5,769$405K0.06%+1513F-HRTimeline
Alta Wealth Advisors LLC5,760$405K0.18%+2,23313F-HRTimeline
NWF Advisory Services Inc.5,750$404K0.06%new13F-HRTimeline
DDFG, Inc5,727$402K0.12%+6613F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.5,726$402K0.16%013F-HRTimeline
MidAtlantic Capital Management, Inc.5,719$402K0.29%-81413F-HRTimeline
Farrow Financial, Inc.5,683$400K0.26%-57,22513F-HRTimeline
Birch Hill Investment Advisors LLC5,666$398K0.02%+1,27313F-HRTimeline
Procyon Advisors, LLC5,662$398K0.03%-5,25113F-HRTimeline
Eaton Financial Holdings Company, LLC5,657$398K0.15%+6313F-HRTimeline
Advisor Resource Council5,649$397K0.29%new13F-HRTimeline
Berkeley, Inc5,634$396K0.2%-5,58213F-HR/ATimeline
MBA Advisors LLC5,630$396K0.2%-2013F-HRTimeline
Petros Family Wealth, LLC5,621$395K0.43%13F-HRTimeline
BURKE & HERBERT BANK & TRUST CO5,613$394K0.09%013F-HRTimeline
Leverty Financial Group, LLC5,606$394K0.2%-1013F-HRTimeline
Efficient Advisors, LLC5,601$394K0.03%+29013F-HRTimeline
Swan Global Investments, LLCin group Swan Global Investments, LLC5,598$393K0.02%new13F-HRTimelineGroup
Pinnacle Wealth Management Advisory Gro…5,594$393K0.04%new13F-HRTimeline
Mayfair Advisory Group, LLC5,577$392K0.23%013F-HRTimeline
Kathmere Capital Management, LLC5,551$390K0.04%+1,02313F-HRTimeline
Centennial Wealth Advisory LLC5,544$390K0.15%-2,81313F-HRTimeline
Kondo Wealth Advisors, Inc.5,504$387K0.2%13F-HRTimeline
Fortitude Family Office, LLC5,503$387K0.14%013F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.5,497$386K0.18%013F-HRTimeline
Northwest Capital Management Inc5,493$386K0.17%+78713F-HRTimeline
Radnor Capital Management, LLC5,492$386K0.06%-91013F-HRTimeline
Team Hewins, LLC5,492$386K0.15%013F-HR/ATimeline
LITTLE HOUSE CAPITAL LLC5,483$385K0.11%-9913F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC5,476$385K0.04%+92113F-HRTimeline
TCI Wealth Advisors, Inc.5,472$385K0.03%-22113F-HRTimeline
SCHAPER BENZ & WISE INVESTMENT COUNSEL …5,466$384K0.03%013F-HRTimeline
GOLDEN ROAD ADVISORS LLC5,464$384K0.29%+5213F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC5,460$384K<0.01%new13F-HRTimelineGroup
Root Financial Partners, LLC5,449$383K0.05%+1,60213F-HRTimeline
EnRich Financial Partners LLC5,434$382K0.13%013F-HRTimeline
Investors Research Corp5,430$382K0.08%013F-HRTimeline
Belpointe Asset Management LLC4,917$380K0.02%+6613F-HRTimeline
Paragon Private Wealth Management, LLC5,377$378K0.17%new13F-HRTimeline
Grey Ledge Advisors, LLC5,367$377K0.1%-4,28213F-HRTimeline
Whipplewood Advisors, LLC5,356$376K0.21%13F-HRTimeline
Everstar Asset Management, LLC5,355$376K0.27%+1,40313F-HRTimeline
CAPITAL ADVISORS INC/OK5,350$376K0.01%-370,77513F-HRTimeline
OARSMAN CAPITAL, INC.5,346$376K0.07%-14813F-HRTimeline
Trust Co5,337$375K0.04%+1413F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC5,334$375K0.06%+8513F-HRTimeline
Vertex Planning Partners, LLC5,305$373K0.08%+12513F-HRTimeline
Berger Financial Group, Inc5,270$370K0.03%+3513F-HRTimeline
Range Financial Group LLC5,267$370K0.17%+78913F-HRTimeline
Elgethun Capital Management5,256$369K0.09%+2113F-HRTimeline
BOURGEON CAPITAL MANAGEMENT LLC5,251$369K0.07%013F-HRTimeline
Inlet Private Wealth, LLC5,244$369K0.1%-10013F-HRTimeline
GC Wealth Management RIA, LLC5,239$368K0.06%-93413F-HRTimeline
Watts Gwilliam & Co., LLC5,178$368K0.08%013F-HRTimeline
Sage Mountain Advisors LLC5,228$367K0.03%+67513F-HRTimeline
Marble Harbor Investment Counsel, LLC5,223$367K0.04%013F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/5,222$367K0.08%013F-HRTimeline
APPLETON PARTNERS INC/MA5,218$367K0.03%+40113F-HRTimeline
Mullaney, Keating & Wright, Inc.5,212$366K0.25%-19613F-HRTimeline
FINANCIAL LIFE ADVISORS5,211$366K0.14%-26513F-HRTimeline
Olde Wealth Management, LLC5,219$366K0.13%-2113F-HRTimeline
MAS Advisors LLC5,201$366K0.61%013F-HRTimeline
Copia Wealth Management5,201$366K0.35%13F-HRTimeline
Rosenberg Matthew Hamilton5,200$365K0.09%-5313F-HRTimeline
American Capital Advisory, LLC5,178$364K0.2%+9813F-HRTimeline
TPG Financial Advisors, LLC5,150$362K0.16%+36813F-HRTimeline
High Falls Advisors, Inc5,130$361K0.08%-51913F-HRTimeline
Compass Financial Services Inc5,126$360K0.2%13F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC5,124$360K0.01%+96313F-HRTimelineGroup
Hills Bank & Trust Coin group Hills Bank & Trust Co5,117$360K0.03%-8713F-HRTimelineGroup
GSG Advisors LLC5,093$358K0.11%+5113F-HRTimeline
Gateway Wealth Partners, LLC5,079$357K0.09%+69213F-HRTimeline
Millington Financial Advisors, LLC4,885$356K0.21%new13F-HRTimeline
MJP ASSOCIATES INC /ADV5,055$355K0.06%+713F-HRTimeline
Retirement Planning Group, LLC5,047$355K0.02%+1,35013F-HRTimeline
LaSalle St. Investment Advisors, LLC5,031$353K0.11%+1,35513F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC4,638$352K0.13%13F-HRTimeline
ROCKLAND TRUST CO5,006$352K0.02%+1,56713F-HRTimeline
ANCHOR CAPITAL ADVISORS LLC4,975$350K0.01%013F-HRTimeline
THEORY FINANCIAL LLC4,954$348K0.15%+49813F-HRTimeline
Shared Vision Wealth Group LLC4,952$348K0.18%new13F-HRTimeline
CGN Advisors LLC4,911$345K0.03%-77513F-HRTimeline
Southern Style Financial, Inc.4,862$343K0.28%13F-HRTimeline
RTD Financial Advisors, Inc.4,861$342K0.04%-7113F-HRTimeline
Golden State Wealth Management, LLC4,852$341K0.05%13F-HRTimeline
M1 Capital Management LLC4,848$341K0.18%13F-HRTimeline
Burt Wealth Advisors4,846$341K0.09%+1313F-HRTimeline
Quantum Private Wealth, LLC4,831$340K0.11%013F-HRTimeline
Headlands Technologies LLC4,825$339K0.03%-3,81813F-HRTimeline
Cairn Investment Group, Inc.4,811$338K0.2%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…4,739$333K<0.01%-84613F-HR/ATimeline
TRAN CAPITAL MANAGEMENT, L.P.4,740$333K0.04%013F-HRTimeline
RDA Financial Network4,728$332K0.1%-2,99713F-HRTimeline
WMS Partners, LLC4,724$332K0.02%+1,79013F-HRTimeline
Dakota Wealth Management4,718$332K0.01%-30313F-HRTimeline
HRC WEALTH MANAGEMENT, LLC4,694$330K0.2%+20913F-HRTimeline
SATOVSKY ASSET MANAGEMENT LLC4,680$329K0.08%-26013F-HRTimeline
Round Rock Advisors LLC4,673$328K0.07%-42613F-HRTimeline
CVFG LLC4,667$328K0.3%13F-HRTimeline
KEB ASSET MANAGEMENT, LLC4,659$327K0.09%+6913F-HRTimeline
PBMares Wealth Management LLC4,651$327K0.07%+59413F-HRTimeline
Stolper Co4,636$326K0.11%-8713F-HRTimeline
FIRST FINANCIAL CORP /IN/4,614$324K0.15%+26913F-HRTimeline
UPTICK PARTNERS, LLC4,613$324K0.12%+31613F-HRTimeline
PENNINGTON PARTNERS & CO., LLC4,612$324K0.16%13F-HRTimeline
DEARBORN PARTNERS LLC4,612$324K0.01%013F-HRTimeline
Adams Wealth Management4,607$324K0.06%-12013F-HRTimeline
CacheTech Inc.4,607$324K0.06%-12013F-HRTimeline
BALLAST ADVISORS LLC4,594$323K0.1%-7513F-HRTimeline
GLOBALT Investments LLC / GA4,592$323K0.01%+32913F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.4,569$321K0.1%013F-HRTimeline
Causey Wealth LLC4,567$321K0.19%13F-HRTimeline
SENTINEL PENSION ADVISORS, LLC4,565$321K0.06%013F-HRTimeline
Lifelong Wealth Advisors, Inc.4,565$321K0.14%13F-HRTimeline
Payne Capital Management, LLC4,540$319K0.14%13F-HRTimeline
Obermeyer Wealth Partners4,527$318K0.02%+13713F-HRTimeline
Optivise Advisory Services LLC4,514$317K0.17%+40013F-HRTimeline
GRIES FINANCIAL LLC4,514$317K0.06%+1113F-HRTimeline
Kera Capital Partners, Inc.4,504$317K0.09%13F-HRTimeline
SFMG, LLC4,494$316K0.02%+35113F-HRTimeline
Pflug Koory, LLC4,493$316K0.16%013F-HRTimeline
Samalin Investment Counsel, LLC4,464$314K0.13%new13F-HRTimeline
Christopher J. Hasenberg, Inc4,461$314K0.13%+12213F-HRTimeline
Hurley Capital, LLC4,429$312K0.25%13F-HRTimeline
BridgePort Financial Solutions, LLC4,134$312K0.14%13F-HRTimeline
NIXON PEABODY TRUST CO4,430$311K0.03%+43013F-HRTimeline
ROWLANDMILLER & PARTNERS.ADV4,416$310K0.06%+5813F-HRTimeline
Edgemoor Investment Advisors, Inc.4,412$310K0.03%013F-HRTimeline
STATE FARM MUTUAL AUTOMOBILE INSURANCE …in group STATE FARM MUTUAL AUTOMOBILE …4,386$308K<0.01%new13F-HRTimelineGroup
VISTA INVESTMENT MANAGEMENT4,383$308K0.12%013F-HRTimeline
NORRIS PERNE & FRENCH LLP/MI4,378$308K0.02%013F-HRTimeline
Wealth Group, Ltd.4,373$307K0.2%new13F-HRTimeline
Measured Wealth Private Client Group, L…4,366$307K0.1%new13F-HRTimeline
ARGENT CAPITAL MANAGEMENT LLC4,340$305K0.01%013F-HRTimeline
CHAPIN DAVIS, INC.3,900$304K0.1%013F-HRTimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…4,321$304K0.05%new13F-HRTimeline
Goldstone Financial Group, LLC4,317$303K0.05%new13F-HRTimeline
Lowe Wealth Advisors, LLC4,317$303K0.13%-34013F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC4,310$303K0.18%new13F-HRTimeline
KFA Private Wealth Group, LLC4,302$302K0.13%-1,09313F-HRTimeline
Vise Technologies, Inc.4,301$302K0.03%+42313F-HRTimeline
LexAurum Advisors, LLC4,260$299K0.06%new13F-HRTimeline
Secure Asset Management, LLC4,259$299K0.05%-1,43713F-HRTimeline
Calydon Capital4,255$299K0.06%new13F-HRTimeline
Resurgent Financial Advisors LLC4,245$298K0.18%-8,08413F-HRTimeline
Twelve Points Wealth Management LLC4,240$298K0.09%-54513F-HRTimeline
Canandaigua National Trust Co of Florida4,230$297K0.23%013F-HRTimeline
Lindenwold Advisors, INC4,216$296K0.16%new13F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC4,215$296K0.01%+63513F-HRTimelineGroup
Occidental Asset Management, LLC4,212$296K0.05%-23,37213F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …4,207$296K0.07%-19013F-HRTimelineGroup