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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
Modus Advisors, LLC4,200$295K0.09%-11613F-HRTimeline
Gemmer Asset Management LLC4,190$294K0.03%+87013F-HRTimeline
Total Wealth Planning, LLC4,173$293K0.05%013F-HRTimeline
Aerodigm Wealth, LLC4,171$293K0.18%new13F-HRTimeline
Olistico Wealth, LLC4,170$293K0.17%-1,17713F-HRTimeline
Insight Advisors, LLC/ PA4,160$293K0.05%-7813F-HRTimeline
Requisite Capital Management, LLC4,162$293K0.06%new13F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd4,147$292K0.01%new13F-HRTimelineGroup
Alamar Capital Management, LLC4,142$291K0.16%013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST4,138$291K0.03%-3513F-HRTimeline
UNITED BANK4,110$289K0.03%-1,24613F-HRTimeline
Advisory Alpha, LLC4,094$288K0.01%new13F-HRTimeline
Embree Financial Group4,062$286K0.05%-2613F-HRTimeline
VERITY Wealth Advisors4,050$285K0.21%013F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC4,043$284K<0.01%new13F-HRTimeline
Holcombe Financial, Inc.4,033$283K0.23%13F-HRTimeline
GatePass Capital, LLC4,029$283K0.31%13F-HRTimeline
UNIQUE WEALTH, LLC4,028$283K0.06%new13F-HRTimeline
Peak Retirement Planning, Inc.4,003$281K0.19%13F-HRTimeline
Plante Moran Financial Advisors, LLC3,982$280K0.02%+21613F-HRTimeline
Nicholas Hoffman & Company, LLC.3,951$278K0.01%-4213F-HR/ATimelineThe filing omitted confidential holdings, a later amendment may add them.
WHITE PINE CAPITAL LLC3,940$277K0.09%013F-HRTimeline
Landmark Wealth Management, LLC3,931$276K0.12%+1513F-HRTimeline
PUREfi Wealth, LLC3,909$275K0.27%13F-HRTimeline
JAMISON PRIVATE WEALTH MANAGEMENT, INC.3,900$274K0.04%-2613F-HRTimeline
Huntleigh Advisors, Inc.3,866$272K0.06%13F-HRTimeline
AssuredPartners Investment Advisors, LLC3,858$271K0.05%13F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.3,846$270K<0.01%new13F-HRTimelineGroup
LVW Advisors, LLC3,841$270K0.03%new13F-HRTimeline
ROBERTS GLORE & CO INC /IL/3,835$270K0.08%013F-HRTimeline
ESL Trust Services, LLC3,828$269K0.06%-40913F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…3,817$268K0.01%013F-HRTimelineGroup
Steigerwald, Gordon & Koch Inc.3,817$268K0.03%013F-HRTimeline
Balanced Rock Investment Advisors LLC3,805$267K0.21%-10413F-HRTimeline
Serenus Wealth Advisors, LLC3,801$267K0.05%13F-HRTimeline
Altus Wealth Group LLC3,779$266K0.12%-1,90813F-HRTimeline
MERIDIAN MANAGEMENT CO3,776$265K0.07%-3,23513F-HRTimeline
KOM Wealth Management Group, LLC3,763$265K0.2%-57413F-HRTimeline
Seascape Capital Management3,750$264K0.09%013F-HRTimeline
Fiduciary Alliance LLC3,756$264K0.03%+37313F-HRTimeline
Total Clarity Wealth Management, Inc.3,754$264K0.09%013F-HRTimeline
Frazier Financial Advisors, LLC3,742$263K0.21%+1,02413F-HRTimeline
Rossby Financial, LCC3,733$262K0.17%13F-HRTimeline
Leo Wealth, LLC3,721$262K0.02%+5913F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC3,712$261K0.11%+70813F-HRTimeline
M.E. ALLISON & CO., INC.3,706$260K0.29%13F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.3,690$259K0.1%+86713F-HRTimeline
Walkner Condon Financial Advisors LLC3,690$259K0.05%new13F-HRTimeline
Winthrop Advisory Group LLC3,666$258K0.03%+15113F-HRTimeline
MOSAIC FINANCIAL GROUP, LLC3,651$257K0.18%+3513F-HRTimeline
Brand Asset Management Group, Inc.3,656$257K0.1%-20313F-HRTimeline
Beacon Capital Management, LLC3,655$257K0.03%-55813F-HRTimeline
Atlas Private Wealth Advisors3,649$256K0.04%+113F-HRTimeline
Pines Wealth Management, LLC3,667$256K0.11%13F-HRTimeline
Thrive Wealth Management, LLC3,634$255K0.05%+1713F-HRTimeline
Key Client Fiduciary Advisors, LLC3,631$255K0.11%013F-HRTimeline
Trust Co of the South3,617$254K0.05%013F-HRTimeline
Aureus Asset Management, LLC3,611$254K0.02%-213F-HRTimeline
XML Financial, LLC3,604$253K0.02%+26513F-HRTimeline
Anchor Investment Management, LLC3,600$253K0.02%-36413F-HRTimeline
SEEDS INVESTOR LLC3,591$252K0.07%-3913F-HRTimeline
Cassaday & Co Wealth Management LLC3,567$251K0.01%-22613F-HRTimeline
Formidable Asset Management, LLC3,563$250K0.04%+813F-HRTimeline
Towne Trust Company, N.A3,555$250K0.09%new13F-HRTimeline
Destiny Wealth Partners, LLC3,554$250K0.04%+81313F-HRTimeline
Register Financial Advisors LLC3,546$249K0.13%-56913F-HRTimeline
Carnegie Investment Counsel3,542$249K0.01%-48113F-HRTimeline
BARR E S & CO3,525$248K0.01%013F-HRTimeline
Thomasville National Bank3,509$247K0.02%-6613F-HRTimeline
Clear Creek Financial Management, LLC3,486$245K0.03%-1,95513F-HRTimeline
Nicollet Investment Management, Inc.3,482$245K0.08%new13F-HRTimeline
HighMark Wealth Management LLC3,484$245K0.14%+38713F-HRTimeline
Heritage Wealth Management, Inc.3,481$245K0.08%+18713F-HRTimeline
My Legacy Advisors, LLC3,459$244K0.09%new13F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…3,471$244K0.01%-3813F-HRTimeline
Financial Sense Advisors, Inc.3,469$244K0.08%-5,55113F-HRTimeline
Johnson Financial Group, LLC3,467$244K0.03%-2,17213F-HRTimeline
BURNEY CO/3,451$243K0.01%+1213F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.3,444$242K0.16%+2113F-HRTimeline
Cerro Pacific Wealth Advisors LLC3,094$241K0.08%new13F-HRTimeline
DF DENT & CO INC3,430$241K<0.01%013F-HRTimeline
Jackson, Grant Investment Advisers, Inc.3,417$240K0.09%+113F-HRTimeline
Oxinas Partners, LLC3,401$239K0.14%+513F-HRTimeline
CAMDEN NATIONAL BANK3,384$238K0.04%-4813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Accelerate Investment Advisors LLC3,381$238K0.21%+51813F-HRTimeline
Indie Asset Partners, LLC3,376$237K0.19%+44313F-HRTimeline
GERBER, LLC3,357$236K0.17%013F-HRTimeline
Pinnacle Financial Group, LLC / IL3,350$235K0.09%013F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC3,335$234K0.08%+56613F-HRTimeline
DKM Wealth Management, Inc.3,326$234K0.22%13F-HRTimeline
Moloney Securities Asset Management, LLC3,325$234K0.03%+21013F-HRTimeline
CENTRAL BANK & TRUST CO3,324$234K0.04%013F-HRTimeline
City State Bank3,320$233K0.08%013F-HRTimeline
AMARA FINANCIAL, LLC.3,320$233K0.22%+2313F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT3,304$232K0.03%new13F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC3,289$231K0.13%+23213F-HRTimeline
Cardinal Point Capital Management ULC3,285$231K0.04%+5513F-HRTimeline
Badgley Phelps Wealth Managers, LLC3,277$230K0.01%+24713F-HRTimeline
GenTrust, LLC3,273$230K0.01%-70913F-HRTimeline
HTLF Bank3,246$228K0.03%+14013F-HRTimeline
Baron Financial Group, LLC3,236$227K0.14%+10013F-HRTimeline
BANK OZK3,235$227K0.09%-17413F-HRTimeline
Elk River Wealth Management LLC3,224$227K0.04%new13F-HRTimeline
Avantax Planning Partners, Inc.3,221$226K0.01%-28213F-HRTimeline
Zullo Investment Group, Inc.3,211$226K0.09%-5713F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP3,207$225K<0.01%new13F-HRTimelineGroup
IMG Wealth Management, Inc.3,204$225K0.21%13F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC3,203$225K<0.01%new13F-HRTimelineGroup
IFC Advisors LLC3,200$225K0.05%13F-HRTimeline
CORRECT CAPITAL WEALTH MANAGEMENT3,180$223K0.04%013F-HRTimeline
Rothschild Capital Partners, LLC3,180$223K0.05%+5113F-HRTimeline
Prospect Financial Services LLC3,174$223K0.12%+47513F-HRTimeline
Plum Street Advisors, LLC3,170$223K0.11%-7313F-HRTimeline
Sunpointe, LLC3,139$221K0.11%+3813F-HRTimeline
Bellwether Advisors, LLC3,137$220K0.04%+213F-HRTimeline
JB Capital LLC3,128$220K0.01%+50713F-HRTimeline
Atlas Wealth LLC3,111$219K0.08%new13F-HRTimeline
Vermillion & White Wealth Management Gr…3,110$219K0.16%+513F-HRTimeline
Lynx Investment Advisory3,106$218K0.15%-2213F-HRTimeline
Five Oceans Advisors3,106$218K0.1%-8,27413F-HRTimeline
Avant Financial Advisors LLC3,103$218K0.2%13F-HRTimeline
Glassman Wealth Services3,092$217K0.04%+2213F-HRTimeline
Michels Family Financial, LLC3,090$217K0.2%13F-HRTimeline
Running Point Capital Advisors, LLC3,088$217K0.07%013F-HRTimeline
Detalus Advisors, LLC3,084$217K0.07%-12413F-HRTimeline
Wilson & Boucher Capital Management, LLC3,080$216K0.15%013F-HRTimeline
RW Investment Management LLC3,070$216K0.03%new13F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners3,068$216K0.04%+3213F-HRTimelineGroup
GUERRA PAN ADVISORS, LLC3,066$215K0.16%013F-HRTimeline
Riggs Capital Management LLC3,065$215K0.21%13F-HRTimeline
Cahill Wealth Management, LLC3,061$215K0.11%+4713F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC3,056$215K0.03%-43213F-HRTimeline
Foundation Wealth Management, LLC3,047$214K0.17%013F-HRTimeline
HBW ADVISORY SERVICES LLC3,045$214K0.02%+4813F-HRTimeline
Edgestream Partners, L.P.3,035$213K0.01%new13F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC3,034$213K0.1%013F-HRTimeline
West Coast Financial LLC3,028$213K0.02%013F-HRTimeline
Prosperity Planning, Inc.3,016$212K0.07%013F-HRTimeline
Sugarloaf Wealth Management, LLC3,014$212K0.04%013F-HRTimeline
Creekmur Asset Management LLC2,998$211K0.05%+4613F-HRTimeline
Baring Financial LLC2,994$210K0.19%13F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC2,984$210K0.02%+23813F-HRTimeline
WealthBridge Capital Management, LLC2,979$209K0.06%013F-HRTimeline
FUTURE YOU WEALTH LLC2,978$209K0.15%13F-HRTimeline
Tevis Investment Management2,977$209K0.16%+20813F-HRTimeline
ROVIN CAPITAL /UT/ /ADV2,954$208K0.07%-108,43113F-HRTimeline
Taylor Financial Group, Inc.2,958$208K0.14%013F-HRTimeline
Capasso Planning Partners LLC2,957$208K0.08%-4,20513F-HRTimeline
Strategic Financial Services, Inc.2,953$208K0.01%013F-HRTimeline
Capital Investment Counsel, Inc2,949$207K0.03%new13F-HRTimeline
Christensen, King & Associates Investme…2,927$207K0.1%+213F-HRTimeline
Lindbrook Capital, LLC2,924$205K0.02%-15813F-HRTimeline
Smithfield Trust Co2,900$204K0.01%-1,29013F-HRTimeline
Integris Wealth Management, LLC2,897$204K0.06%new13F-HRTimeline
Investment Research & Advisory Group, I…2,897$204K0.08%new13F-HRTimeline
PCA Investment Advisory Services Inc.2,895$203K0.09%-1,34513F-HRTimeline
Arbor Wealth Advisors LLC2,882$203K0.18%new13F-HRTimeline
Mirador Capital Partners LP2,881$202K0.04%-24613F-HRTimeline
Capital Advisors Wealth Management, LLC2,880$202K0.04%-24113F-HRTimeline
Naviter Wealth, LLC2,872$202K0.02%new13F-HRTimeline
ALEXANDER LABRUNERIE & CO., INC.2,863$201K0.09%new13F-HRTimeline
Fortitude Advisory Group L.L.C.2,850$200K0.12%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC2,828$199K0.01%+1,73813F-HRTimelineGroup
Knuff & Co LLC2,797$197K0.06%new13F-HRTimeline
Keener Financial Planning LLC2,803$196K0.12%new13F-HRTimeline
Bogart Wealth, LLC2,759$194K0.01%+33613F-HRTimeline
Activest Wealth Management2,711$191K0.05%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC2,710$190K0.01%013F-HRTimeline
Sanctuary Wealth Management, L.L.C.2,691$189K0.13%+13113F-HRTimeline
Mendota Financial Group, LLC2,621$184K0.12%-2,85013F-HRTimeline
Private Wealth Management Group, LLC2,585$182K0.07%-55013F-HRTimeline
Mascoma Wealth Management LLC2,567$180K0.05%013F-HRTimeline
BOKF, NAin group BOKF, NA2,548$178K<0.01%-11,40213F-HRTimelineGroup
Rise Advisors, LLC2,482$174K0.08%-45413F-HRTimeline
Tanglewood Legacy Advisors, LLC2,462$173K0.07%-40013F-HRTimeline
PROFFITT & GOODSON INC2,457$173K0.03%-57413F-HRTimeline
Transcendent Capital Group LLC2,444$172K0.09%+8813F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/2,439$171K0.08%-2513F-HRTimelineGroup
EVERMAY WEALTH MANAGEMENT LLC2,385$168K0.03%+21713F-HRTimeline
Parkworth Wealth Management, Inc.2,367$166K0.14%13F-HRTimeline
S&T Bank/PA2,361$166K0.05%new13F-HRTimeline
MONTAG A & ASSOCIATES INC2,344$165K0.01%-8,32113F-HRTimeline
Richardson Capital Management LLC2,337$164K0.1%+1913F-HRTimeline
Clearstead Trust, LLC2,331$164K0.04%013F-HRTimeline
AMERIFLEX GROUP, INC.2,226$164K0.08%13F-HRTimeline
PSI Advisors, LLC2,284$161K0.05%+43513F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…2,166$159K<0.01%-1,14313F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC2,263$159K0.01%-19613F-HRTimeline
RATIONAL ADVISORS, INC.2,132$150K0.01%-46,81813F-HRTimeline
MONTAG & CALDWELL, LLC2,095$147K0.03%new13F-HRTimeline
Newton One Investments LLC2,063$145K0.06%new13F-HRTimeline
North Ridge Wealth Advisors, Inc.2,058$145K0.1%new13F-HRTimeline
Coppell Advisory Solutions LLC2,056$145K0.02%-1,03913F-HRTimeline
Cassady Schiller Wealth Management, LLC2,004$141K0.05%-54413F-HRTimeline
Avondale Wealth Management2,000$141K0.09%013F-HRTimeline
Pacifica Partners Inc.1,966$138K0.06%013F-HRTimeline
MOTCO1,929$136K0.01%013F-HRTimeline
OPTIMUM INVESTMENT ADVISORS1,926$135K0.06%+12213F-HRTimeline
Pineridge Advisors LLC1,798$126K0.05%-17313F-HRTimeline
Signature Resources Capital Management,…1,776$125K0.11%+6913F-HRTimeline