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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
Institute for Wealth Management, LLC.7,144$540K0.07%-3913F-HRTimeline
Legacy Capital Wealth Partners, LLC12,763$539K0.13%-86,12013F-HRTimeline
SUMMIT INVESTMENT ADVISORS, INC.6,725$538K0.48%013F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC7,105$537K<0.01%new13F-HRTimelineGroup
REGATTA CAPITAL GROUP, LLC7,084$536K0.1%-22713F-HRTimeline
Private Wealth Partners, LLC7,081$536K0.04%-1,80513F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…7,079$536K0.01%+4313F-HRTimelineGroup
GRAND WEALTH MANAGEMENT, LLC7,074$535K0.29%-55613F-HRTimeline
Ironwood Financial, llc7,067$535K0.11%+22713F-HRTimeline
M1 Capital Management LLC7,060$534K0.33%+2,21213F-HRTimeline
Archer Investment Corp7,048$533K0.14%013F-HRTimeline
Blue Oak Capital, LLC7,030$532K0.29%-82013F-HRTimeline
NTV Asset Management LLC7,026$532K0.07%new13F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp7,024$531K0.03%-1,83213F-HRTimelineGroup
Horizon Wealth Management, LLC7,013$531K0.09%+12913F-HRTimeline
Cubist Systematic Strategies, LLC6,980$528K0.01%-3,86013F-HRTimeline
Smith Thornton Advisors LLC6,970$527K0.33%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC6,998$527K0.23%+36913F-HRTimeline
Procyon Advisors, LLC6,943$525K0.03%+1,28113F-HRTimeline
Financial & Tax Architects, LLC6,931$524K0.13%new13F-HRTimeline
Lavaca Capital LLC6,903$522K0.24%-3,27213F-HRTimeline
SFMG, LLC6,901$522K0.04%+2,40713F-HRTimeline
Accredited Investors Inc.6,861$519K0.03%+59713F-HRTimeline
Radnor Capital Management, LLC6,863$519K0.09%+1,37113F-HRTimeline
Pine Valley Investments Ltd Liability Co6,858$519K0.03%-62513F-HRTimeline
LJI Wealth Management, LLC6,853$518K0.1%013F-HRTimeline
Citizens National Bank Trust Department6,850$518K0.11%+5,65013F-HRTimeline
Quadcap Wealth Management, LLC6,776$513K0.07%-3,46313F-HRTimeline
VISTA CAPITAL PARTNERS, INC.6,768$512K0.06%013F-HRTimeline
RVW Wealth, LLC6,729$509K0.05%-80713F-HRTimeline
Ally Invest Advisors Inc.6,728$509K0.04%+18413F-HRTimeline
PLANNING ALTERNATIVES LTD /ADV6,673$505K0.08%-97413F-HRTimeline
Kennebec Savings Bank6,658$504K0.53%+27013F-HRTimeline
TPG Financial Advisors, LLC6,632$502K0.22%+1,48213F-HRTimeline
TD Waterhouse Canada Inc.6,563$497K<0.01%-1,74013F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…6,548$495K<0.01%013F-HRTimeline
International Private Wealth Advisors L…6,545$495K0.47%-10113F-HRTimeline
Rathbones Group PLC6,517$493K<0.01%013F-HRTimeline
Painted Porch Advisors LLC6,517$493K0.21%+6,41713F-HRTimeline
BlackDiamond Wealth Management, LLC6,166$493K0.33%-18013F-HRTimeline
Landing Point Financial Group, LLC6,469$489K0.37%-2,32813F-HRTimeline
Gradient Capital Advisors, LLC6,458$489K0.16%013F-HRTimeline
Kohmann Bosshard Financial Services, LLC6,457$488K0.06%013F-HRTimeline
Sebold Capital Management, Inc.6,448$488K0.32%-8813F-HRTimeline
Versant Capital Management, Inc6,448$488K0.08%-10413F-HRTimeline
CBIZ Investment Advisory Services, LLC6,425$486K0.02%-87713F-HR/ATimeline
Douglass Winthrop Advisors, LLC6,390$483K0.01%-60013F-HRTimeline
Keudell/Morrison Wealth Management6,364$481K0.11%-40913F-HRTimeline
ENZI WEALTH6,173$480K0.19%013F-HRTimeline
MTM FINANCIAL GROUP, LLC6,327$479K0.28%+36813F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC6,280$475K0.05%-30413F-HRTimelineGroup
Hill Investment Group Partners, LLC6,250$473K0.06%-1,17213F-HRTimeline
EPG Wealth Management LLC6,234$472K0.13%013F-HRTimeline
Financial Perspectives, Inc6,230$471K0.16%+9413F-HRTimeline
Alta Wealth Advisors LLC6,181$468K0.21%+42113F-HRTimeline
Chicago Wealth Management, Inc.6,171$467K0.24%+30613F-HRTimeline
IFC Advisors LLC6,147$465K0.1%+2,94713F-HRTimeline
MorganRosel Wealth Management, LLC6,114$463K0.14%-2,44413F-HRTimeline
D'Orazio & Associates, Inc.6,114$463K0.07%+27513F-HRTimeline
LPF Advisors LLC6,099$461K0.38%+913F-HRTimeline
Centurion Wealth Management LLC6,549$460K0.14%013F-HRTimeline
CPA Asset Management Group, LLC6,058$458K0.2%-64613F-HRTimeline
First National Bank of Hutchinson6,025$456K0.3%013F-HRTimeline
MontVue Capital Management, Inc.6,007$454K0.36%-14113F-HRTimeline
Sprinkle Financial Consultants LLC6,002$454K0.29%-51813F-HRTimeline
Blue Barn Wealth, LLC5,996$454K0.24%-18013F-HRTimeline
Rossby Financial, LCC5,799$453K0.2%+2,06613F-HRTimeline
River Wealth Advisors LLC5,975$452K0.06%-41513F-HRTimeline
Stonebridge Capital Advisors LLC5,971$452K0.04%-1,52813F-HRTimeline
Rappaport Reiches Capital Management, L…5,963$451K0.11%new13F-HRTimeline
Ausdal Financial Partners, Inc.5,948$450K0.03%-1,08913F-HRTimeline
Sharkey, Howes & Javer5,945$450K0.06%new13F-HRTimeline
Clarkston Capital Partners, LLC5,928$448K0.01%-15813F-HRTimeline
Sensible Money, LLC5,892$446K0.19%013F-HRTimeline
Watts Gwilliam & Co., LLC5,887$445K0.1%+70913F-HRTimeline
Elite Life Management LLC5,884$445K1.39%013F-HRTimeline
Moors & Cabot, Inc.5,842$442K0.02%-1,84213F-HRTimeline
Petros Family Wealth, LLC5,786$438K0.48%+16513F-HRTimeline
BCGM Wealth Management, LLC5,785$438K0.13%-77413F-HRTimeline
Creekmur Asset Management LLC5,752$435K0.09%+2,75413F-HRTimeline
Sound Income Strategies, LLC5,749$435K0.03%-9513F-HRTimeline
Whipplewood Advisors, LLC21,884$434K0.31%+16,52813F-HRTimeline
Vertex Planning Partners, LLC5,728$433K0.09%+42313F-HRTimeline
MidAtlantic Capital Management, Inc.5,719$433K0.34%013F-HRTimeline
Clark Asset Management, LLC5,699$431K0.07%-10,75813F-HRTimeline
ACCREDITED INVESTOR SERVICES, LLC5,672$429K0.36%new13F-HRTimeline
Dakota Wealth Management5,670$429K0.01%+95213F-HRTimeline
Birch Hill Investment Advisors LLC5,666$429K0.02%013F-HRTimeline
PETRA FINANCIAL ADVISORS INC5,659$428K0.35%-97613F-HRTimeline
Inlet Private Wealth, LLC5,653$428K0.11%+40913F-HRTimeline
Berkeley, Inc5,634$426K0.2%013F-HRTimeline
BURKE & HERBERT BANK & TRUST CO5,613$425K0.1%013F-HRTimeline
MBA Advisors LLC5,600$424K0.21%-3013F-HRTimeline
SteelPeak Wealth, LLC5,597$423K0.02%-1,46013F-HRTimeline
EnRich Financial Partners LLC5,585$423K0.14%+15113F-HRTimeline
Trust Co5,553$420K0.05%+21613F-HRTimeline
Kathmere Capital Management, LLC5,528$418K0.04%-2313F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV5,519$418K0.16%-66313F-HRTimeline
Kondo Wealth Advisors, Inc.5,504$416K0.21%013F-HRTimeline
Leverty Financial Group, LLC5,502$416K0.17%-10413F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.5,497$416K0.18%013F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC5,491$415K0.04%+1513F-HRTimeline
HAZLETT, BURT & WATSON, INC.5,477$414K0.19%-2,06313F-HRTimeline
SCHAPER BENZ & WISE INVESTMENT COUNSEL …5,466$414K0.03%013F-HRTimeline
GOLDEN ROAD ADVISORS LLC5,464$413K0.32%013F-HRTimeline
Team Hewins, LLC5,459$413K0.16%-3313F-HR/ATimeline
Fairman Group, LLC5,871$413K0.38%013F-HRTimeline
Berger Financial Group, Inc5,443$412K0.03%+17313F-HRTimeline
APPLETON PARTNERS INC/MA5,418$410K0.03%+20013F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.5,726$410K0.17%013F-HRTimeline
Financial Management Professionals, Inc.5,413$409K0.05%-56013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …5,394$408K0.09%13F-HRTimelineGroup
DDFG, Inc5,382$407K0.11%-34513F-HRTimeline
Range Financial Group LLC5,345$404K0.18%+7813F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.5,305$401K0.31%-63613F-HRTimeline
BOURGEON CAPITAL MANAGEMENT LLC5,251$397K0.09%013F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/5,222$395K0.08%013F-HRTimeline
Mullaney, Keating & Wright, Inc.5,212$394K0.27%013F-HRTimeline
Phillips Wealth Planners LLC5,366$394K0.42%-67013F-HRTimeline
MAS Advisors LLC5,201$393K0.6%013F-HRTimeline
Kraft, Davis & Associates, LLC5,115$392K0.13%-1,30113F-HRTimeline
American Capital Advisory, LLC5,163$391K0.21%-1513F-HRTimeline
Compass Financial Services Inc5,126$388K0.2%013F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co5,117$387K0.03%013F-HRTimelineGroup
Olde Wealth Management, LLC5,126$387K0.14%-9313F-HRTimeline
Gateway Wealth Partners, LLC5,073$384K0.09%-613F-HRTimeline
Retirement Planning Group, LLC5,067$383K0.02%+2013F-HRTimeline
Beacon Capital Management, LLC5,026$380K0.05%+1,37113F-HRTimeline
Everstar Asset Management, LLC4,985$377K0.25%-37013F-HR/ATimeline
ANCHOR CAPITAL ADVISORS LLC4,975$376K0.01%013F-HRTimeline
Golden State Wealth Management, LLC4,955$375K0.06%+10313F-HR/ATimeline
Shared Vision Wealth Group LLC4,953$375K0.2%+113F-HRTimeline
Efficient Advisors, LLC4,938$374K0.02%-66313F-HR/ATimeline
GC Wealth Management RIA, LLC4,927$373K0.07%-31213F-HRTimeline
Riverwater Partners LLC4,923$372K0.19%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…4,922$372K0.01%+4,88113F-HRTimelineGroup
GSG Advisors LLC5,093$372K0.12%013F-HRTimeline
Destiny Wealth Partners, LLC4,913$372K0.06%+1,35913F-HRTimeline
LITTLE HOUSE CAPITAL LLC4,907$371K0.1%-57613F-HRTimeline
Mission Financial Group, LLC4,100$371K0.34%13F-HRTimeline
Fortitude Family Office, LLC4,903$371K0.13%-60013F-HRTimeline
Global Trust Asset Management, LLC4,891$370K0.23%-48,04013F-HRTimeline
Optivise Advisory Services LLC4,856$367K0.21%+34213F-HRTimeline
Clark Capital Management Group, Inc.4,842$366K<0.01%new13F-HRTimeline
Summit Global Investmentsin group Summit Global Investments4,834$366K0.03%-30,88013F-HRTimelineGroup
RDA Financial Network4,832$366K0.11%+10413F-HRTimeline
LaSalle St. Investment Advisors, LLC4,836$365K0.09%-19513F-HRTimeline
Cairn Investment Group, Inc.4,811$364K0.21%013F-HRTimeline
Rosenberg Matthew Hamilton4,805$363K0.09%-39513F-HRTimeline
MJP ASSOCIATES INC /ADV4,793$363K0.07%-26213F-HRTimeline
PENNINGTON PARTNERS & CO., LLC4,774$361K0.21%+16213F-HRTimeline
Burt Wealth Advisors4,771$361K0.09%-7513F-HRTimeline
TRAN CAPITAL MANAGEMENT, L.P.4,740$359K0.05%013F-HRTimeline
QTR Family Wealth, LLC4,738$358K0.27%13F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.4,735$358K0.1%+16613F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC4,729$358K0.06%-60513F-HRTimeline
GatePass Capital, LLC4,729$358K0.27%+70013F-HRTimeline
Copia Wealth Management4,709$356K0.33%-49213F-HRTimeline
HRC WEALTH MANAGEMENT, LLC4,694$355K0.22%013F-HRTimeline
SATOVSKY ASSET MANAGEMENT LLC4,680$354K0.08%013F-HRTimeline
UNIQUE WEALTH, LLC4,679$354K0.07%+65113F-HRTimeline
Round Rock Advisors LLC4,673$354K0.07%013F-HRTimeline
Stolper Co4,636$351K0.12%013F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC4,638$351K0.13%013F-HRTimeline
Chicago Capital, LLC4,635$351K0.01%-5,11213F-HRTimeline
Centennial Wealth Advisory LLC4,634$351K0.13%-91013F-HRTimeline
Lifelong Wealth Advisors, Inc.4,628$350K0.16%+6313F-HRTimeline
FINANCIAL LIFE ADVISORS4,626$350K0.13%-58513F-HRTimeline
CGN Advisors LLC4,625$350K0.03%-28613F-HRTimeline
Northeast Financial Group, Inc.in group Northeast Financial Group, In…4,616$349K0.13%-5,63313F-HRTimelineGroup
PBMares Wealth Management LLC4,615$349K0.07%-3613F-HRTimeline
FIRST FINANCIAL CORP /IN/4,614$349K0.17%013F-HRTimeline
DEARBORN PARTNERS LLC4,612$349K0.02%013F-HRTimeline
Edgestream Partners, L.P.4,612$349K0.01%+1,57713F-HRTimeline
THEORY FINANCIAL LLC4,604$348K0.15%-35013F-HRTimeline
GLOBALT Investments LLC / GA4,592$347K0.01%013F-HRTimeline
Carnegie Investment Counsel5,103$347K0.01%+1,56113F-HRTimeline
BALLAST ADVISORS LLC4,582$347K0.11%-1213F-HRTimeline
Madison Asset Management, LLCin group Madison Asset Management, LLC4,581$347K<0.01%013F-HRTimelineGroup
UPTICK PARTNERS, LLC4,575$346K0.12%-3813F-HRTimeline
SENTINEL PENSION ADVISORS, LLC4,565$345K0.06%013F-HRTimeline
Cardinal Point Capital Management ULC4,505$341K0.03%+1,22013F-HRTimeline
Kera Capital Partners, Inc.4,504$341K0.1%013F-HRTimeline
KEB ASSET MANAGEMENT, LLC4,499$340K0.1%-16013F-HRTimeline
Pflug Koory, LLC4,493$340K0.19%013F-HRTimeline
Advisory Alpha, LLC4,491$340K0.01%+39713F-HR/ATimeline
Samalin Investment Counsel, LLC4,464$338K0.14%013F-HRTimeline
NIXON PEABODY TRUST CO4,430$335K0.03%013F-HRTimeline
Marble Harbor Investment Counsel, LLC4,423$335K0.04%-80013F-HRTimeline
Legacy Financial Group LLC4,407$333K0.05%-113F-HRTimeline
Obermeyer Wealth Partners4,399$333K0.02%-12813F-HRTimeline
Fairvoy Private Wealth, LLC4,382$331K0.09%-4,75813F-HRTimeline
NORRIS PERNE & FRENCH LLP/MI4,378$331K0.02%013F-HRTimeline
VISTA INVESTMENT MANAGEMENT4,371$331K0.13%-1213F-HRTimeline
ROWLANDMILLER & PARTNERS.ADV4,358$330K0.07%-5813F-HRTimeline
Adams Wealth Management4,343$329K0.06%-26413F-HRTimeline
CacheTech Inc.4,343$329K0.06%-26413F-HRTimeline
Running Point Capital Advisors, LLC4,332$328K0.1%+1,24413F-HRTimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…4,321$326K0.05%013F-HRTimeline
STAR Financial Bank4,306$326K0.24%new13F-HRTimeline