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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
CHAPIN DAVIS, INC.4,304$326K0.11%+40413F-HRTimeline
KFA Private Wealth Group, LLC4,302$325K0.11%013F-HRTimeline
Lowe Wealth Advisors, LLC4,297$325K0.14%-2013F-HRTimeline
Investors Research Corp4,278$324K0.07%-1,15213F-HRTimeline
CVFG LLC4,276$324K0.29%-39113F-HRTimeline
GRIES FINANCIAL LLC4,275$323K0.06%-23913F-HRTimeline
Hurley Capital, LLC4,247$321K0.24%-18213F-HRTimeline
PLANWISER FINANCIAL, LLC4,027$321K0.29%13F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC4,236$320K0.13%-1,80313F-HRTimeline
Canandaigua National Trust Co of Florida4,230$320K0.28%013F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC4,215$319K<0.01%013F-HRTimelineGroup
Virtue Capital Management, LLC4,186$317K0.04%new13F-HRTimeline
Gemmer Asset Management LLC4,190$317K0.03%013F-HRTimeline
Wealth Group, Ltd.4,177$316K0.2%-19613F-HRTimeline
Total Wealth Planning, LLC4,173$316K0.05%013F-HRTimeline
Olistico Wealth, LLC4,150$314K0.19%-2013F-HRTimeline
Twelve Points Wealth Management LLC4,150$314K0.09%-9013F-HRTimeline
Alamar Capital Management, LLC4,142$313K0.19%013F-HRTimeline
BridgePort Financial Solutions, LLC4,134$313K0.14%013F-HRTimeline
Global Assets Advisory, LLC4,311$312K0.06%new13F-HRTimeline
Cassaday & Co Wealth Management LLC4,117$311K0.01%+55013F-HRTimeline
Register Financial Advisors LLC4,111$311K0.16%+56513F-HRTimeline
Payne Capital Management, LLC4,108$311K0.13%-43213F-HRTimeline
WHITE PINE CAPITAL LLC4,091$309K0.11%+15113F-HRTimeline
Peak Retirement Planning, Inc.4,091$309K0.17%+8813F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC4,085$309K0.21%-36,55913F-HRTimeline
Heritage Wealth Management, Inc.4,079$309K0.11%+59813F-HRTimeline
SAGE PRIVATE WEALTH GROUP, LLC4,070$308K0.23%new13F-HRTimeline
BURNEY CO/4,069$308K0.01%+61813F-HRTimeline
Embree Financial Group4,069$308K0.05%+713F-HRTimeline
Farrow Financial, Inc.4,064$307K0.21%-1,61913F-HRTimeline
Secure Asset Management, LLC4,059$307K0.06%-20013F-HRTimeline
WPG Advisers, LLC4,053$307K0.29%-2,07913F-HRTimeline
VERITY Wealth Advisors4,050$306K0.23%013F-HRTimeline
Holcombe Financial, Inc.4,033$305K0.25%013F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC4,003$303K0.03%-3,58513F-HRTimeline
Steigerwald, Gordon & Koch Inc.3,998$302K0.03%+18113F-HRTimeline
Financial Symmetry Inc3,988$302K0.19%new13F-HRTimeline
Aveo Capital Partners, LLC3,784$302K0.05%-132,08913F-HRTimeline
Williams Jones Wealth Management, LLC.3,959$299K<0.01%new13F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…3,941$298K<0.01%-79813F-HRTimeline
Causey Wealth LLC3,922$297K0.17%-64513F-HRTimeline
PUREfi Wealth, LLC3,910$296K0.3%+113F-HRTimeline
Community Financial Services Group, LLC3,903$295K0.06%-2,26813F-HRTimeline
Modus Advisors, LLC3,902$295K0.1%-29813F-HRTimeline
JAMISON PRIVATE WEALTH MANAGEMENT, INC.3,900$295K0.04%013F-HRTimeline
Winthrop Advisory Group LLC3,896$295K0.04%+23013F-HRTimeline
Walkner Condon Financial Advisors LLC3,861$292K0.06%+17113F-HRTimeline
ROBERTS GLORE & CO INC /IL/3,835$290K0.09%013F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…3,832$290K0.01%+36113F-HRTimeline
ESL Trust Services, LLC3,828$290K0.07%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…3,817$289K0.01%013F-HRTimelineGroup
Serenus Wealth Advisors, LLC3,801$288K0.05%013F-HRTimeline
Stonekeep Investments, LLC3,797$287K0.21%new13F-HRTimeline
New Century Financial Group, LLC3,788$287K0.33%-20,81613F-HRTimeline
ROCKLAND TRUST CO3,778$286K0.01%-1,22813F-HRTimeline
Seascape Capital Management3,750$284K0.1%013F-HRTimeline
Leo Wealth, LLC3,721$282K0.04%013F-HRTimeline
Frazier Financial Advisors, LLC3,712$281K0.22%-3013F-HRTimeline
Navigation Wealth Management, Inc.3,707$281K0.43%new13F-HRTimeline
M.E. ALLISON & CO., INC.3,706$280K0.28%013F-HRTimeline
Warren Street Wealth Advisors, LLC3,706$280K0.11%new13F-HRTimeline
Heritage Financial Services, LLC3,700$280K0.03%new13F-HRTimeline
Calydon Capital3,692$279K0.05%-56313F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.3,690$279K0.11%013F-HRTimeline
Resurgent Financial Advisors LLC3,688$279K0.17%-55713F-HRTimeline
Austin Asset Management Co Inc3,672$278K0.06%new13F-HRTimeline
FSA Advisors, Inc.3,672$278K0.22%new13F-HRTimeline
Precision Wealth Strategies, LLC3,667$277K0.21%new13F-HRTimeline
Balanced Rock Investment Advisors LLC3,663$277K0.22%-14213F-HRTimeline
MOSAIC FINANCIAL GROUP, LLC3,651$276K0.22%013F-HRTimeline
Plante Moran Financial Advisors, LLC3,620$274K0.02%-36213F-HRTimeline
Atlas Private Wealth Advisors3,617$274K0.04%-3213F-HRTimeline
Trust Co of the South3,617$274K0.06%013F-HRTimeline
LVW Advisors, LLC3,592$272K0.03%-24913F-HRTimeline
Red Door Wealth Management, LLC3,583$271K0.04%-2,18613F-HRTimeline
S&T Bank/PA3,581$271K0.09%+1,22013F-HRTimeline
CRUX WEALTH ADVISORS3,573$270K0.14%-3,07313F-HRTimeline
SEEDS INVESTOR LLC3,562$269K0.08%-2913F-HRTimeline
Towne Trust Company, N.A3,555$269K0.09%013F-HRTimeline
Anchor Investment Management, LLC3,545$268K0.03%-5513F-HRTimeline
Avantax Planning Partners, Inc.3,541$268K0.01%+32013F-HRTimeline
Latitude Advisors, LLC3,533$267K0.16%new13F-HRTimeline
Goldstone Financial Group, LLC3,531$267K0.04%-78613F-HRTimeline
Knuff & Co LLC3,528$267K0.09%+73113F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC3,524$267K0.15%-78613F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.3,514$266K0.18%+7013F-HRTimeline
Investment Research & Advisory Group, I…3,504$265K0.11%+60713F-HRTimeline
Total Clarity Wealth Management, Inc.3,754$264K0.09%013F-HRTimeline
Key Client Fiduciary Advisors, LLC3,486$264K0.12%-14513F-HRTimeline
Sovran Advisors, LLC3,486$263K0.03%-4,81613F-HRTimeline
Insight Advisors, LLC/ PA3,460$262K0.05%-70013F-HRTimeline
Edge Financial Advisors LLC3,456$261K0.17%-27,84913F-HRTimeline
DF DENT & CO INC3,430$259K<0.01%013F-HRTimeline
Jackson, Grant Investment Advisers, Inc.3,417$259K0.1%013F-HRTimeline
Oxinas Partners, LLC3,401$257K0.15%013F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC3,383$256K0.01%-12,22813F-HRTimelineGroup
Thomasville National Bank3,381$256K0.02%-12813F-HRTimeline
Opal Wealth Advisors, LLC3,381$256K0.08%new13F-HRTimeline
Indie Asset Partners, LLC3,376$255K0.22%013F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/3,372$255K0.12%+93313F-HRTimelineGroup
Covestor Ltd3,361$254K0.17%+2,11013F-HRTimeline
GERBER, LLC3,357$254K0.21%013F-HRTimeline
Pinnacle Financial Group, LLC / IL3,350$253K0.09%013F-HRTimeline
Altus Wealth Group LLC3,347$253K0.12%-43213F-HRTimeline
Gitterman Wealth Management, LLC3,347$253K0.07%new13F-HRTimeline
HighMark Wealth Management LLC3,334$252K0.15%-15013F-HRTimeline
Landmark Wealth Management, LLC3,336$252K0.11%-59513F-HRTimeline
First Heartland Consultants, Inc.3,326$252K0.03%new13F-HRTimeline
DKM Wealth Management, Inc.3,326$252K0.24%013F-HRTimeline
CENTRAL BANK & TRUST CO3,324$251K0.04%013F-HRTimeline
City State Bank3,320$251K0.08%013F-HRTimeline
AMARA FINANCIAL, LLC.3,320$251K0.23%013F-HRTimeline
Baron Financial Group, LLC3,311$250K0.16%+7513F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT3,304$250K0.03%013F-HRTimeline
Emprise Bank3,299$250K0.13%new13F-HRTimeline
Thrive Wealth Management, LLC3,295$249K0.05%-33913F-HRTimeline
GenTrust, LLC3,273$248K0.01%013F-HRTimeline
LexAurum Advisors, LLC3,251$246K0.05%-1,00913F-HRTimeline
Nicholas Hoffman & Company, LLC.3,233$245K0.01%-71813F-HR/ATimelineThe filing omitted confidential holdings, a later amendment may add them.
AlphaStar Capital Management, LLC3,210$243K0.02%new13F-HRTimeline
Zullo Investment Group, Inc.3,207$243K0.1%-413F-HRTimeline
CORRECT CAPITAL WEALTH MANAGEMENT3,180$241K0.05%013F-HRTimeline
Rothschild Capital Partners, LLC3,180$241K0.06%013F-HRTimeline
Michels Family Financial, LLC3,177$240K0.22%+8713F-HRTimeline
Formidable Asset Management, LLC3,177$240K0.04%-38613F-HRTimeline
CAMDEN NATIONAL BANK3,176$240K0.04%-20813F-HRTimeline
Insight Wealth Strategies, LLC3,174$240K0.03%new13F-HRTimeline
WealthBridge Capital Management, LLC3,149$238K0.07%+17013F-HRTimeline
Aureus Asset Management, LLC3,144$238K0.02%-46713F-HRTimeline
Sunpointe, LLC3,139$237K0.13%013F-HRTimeline
Bellwether Advisors, LLC3,137$237K0.05%013F-HRTimeline
Avant Financial Advisors LLC3,137$237K0.22%+3413F-HRTimeline
Plum Street Advisors, LLC3,135$237K0.11%-3513F-HRTimeline
Brand Asset Management Group, Inc.3,132$237K0.1%-52413F-HRTimeline
Edgemoor Investment Advisors, Inc.3,131$237K0.02%-1,28113F-HRTimeline
ARGENT CAPITAL MANAGEMENT LLC3,116$236K0.01%-1,22413F-HRTimeline
ProVise Management Group, LLC3,115$236K0.02%new13F-HRTimeline
Moloney Securities Asset Management, LLC3,113$236K0.03%-21213F-HRTimeline
AMERICAN NATIONAL BANK & TRUST3,112$235K0.03%-1,02613F-HRTimeline
Vermillion & White Wealth Management Gr…3,106$235K0.17%-413F-HRTimeline
Lynx Investment Advisory3,106$235K0.16%013F-HRTimeline
Bogart Wealth, LLC3,102$235K0.01%+34313F-HRTimeline
Atlas Wealth LLC3,098$234K0.09%-1313F-HRTimeline
Financial Sense Advisors, Inc.3,095$234K0.07%-37413F-HRTimeline
XML Financial, LLC3,093$234K0.02%-51113F-HRTimeline
Wilson & Boucher Capital Management, LLC3,080$233K0.17%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners3,068$232K0.04%013F-HRTimelineGroup
GUERRA PAN ADVISORS, LLC3,066$232K0.18%013F-HRTimeline
Prospect Financial Services LLC3,062$232K0.13%-11213F-HRTimeline
Cahill Wealth Management, LLC3,061$232K0.12%013F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC3,056$231K0.03%013F-HRTimeline
Strategic Equity Management3,056$231K0.1%new13F-HRTimeline
HBW ADVISORY SERVICES LLC3,048$231K0.03%+313F-HRTimeline
Foundation Wealth Management, LLC3,047$231K0.18%013F-HRTimeline
Measured Wealth Private Client Group, L…3,044$230K0.07%-1,32213F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC3,034$230K0.11%013F-HRTimeline
Detalus Advisors, LLC3,027$229K0.07%-5713F-HRTimeline
Christensen, King & Associates Investme…2,927$228K0.11%013F-HRTimeline
FUTURE YOU WEALTH LLC3,014$228K0.15%+3613F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC3,043$228K0.1%-66913F-HRTimeline
KOM Wealth Management Group, LLC3,004$227K0.2%-75913F-HRTimeline
American Trust3,002$227K0.06%-9,34913F-HRTimeline
COOKSON PEIRCE & CO INC2,987$226K0.01%new13F-HRTimeline
Luken Investment Analytics, LLC2,982$226K0.11%new13F-HRTimeline
Peregrine Asset Advisers, Inc.2,974$225K0.08%new13F-HRTimeline
Hardin Capital Partners, LLC2,960$224K0.14%new13F-HRTimeline
Strategic Financial Services, Inc.2,957$224K0.01%+413F-HRTimeline
Capital Investment Counsel, Inc2,949$223K0.03%013F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC2,940$222K0.13%-34913F-HRTimeline
Valtinson Bruner Financial Planning LLC2,937$222K0.08%new13F-HRTimeline
Capasso Planning Partners LLC2,921$221K0.09%-3613F-HRTimeline
Badgley Phelps Wealth Managers, LLC2,920$221K0.01%-35713F-HRTimeline
My Legacy Advisors, LLC2,918$221K0.09%-54113F-HRTimeline
Integris Wealth Management, LLC2,897$219K0.06%013F-HRTimeline
Capital Advisors Wealth Management, LLC2,894$219K0.04%+1413F-HRTimeline
Triad Wealth Partners, LLC2,885$218K0.07%new13F-HRTimeline
Private Capital Management, LLC2,883$218K0.02%new13F-HRTimeline
Arbor Wealth Advisors LLC2,882$218K0.19%013F-HRTimeline
Mirador Capital Partners LP2,881$218K0.04%013F-HRTimeline
Stonegate Investment Group, LLC2,878$218K0.01%new13F-HRTimeline
ALLIUM FINANCIAL ADVISORS, LLC2,877$218K0.2%13F-HRTimeline
Cerro Pacific Wealth Advisors LLC3,094$217K0.07%013F-HRTimeline
Swan Global Investments, LLCin group Swan Global Investments, LLC2,860$216K0.01%-2,73813F-HRTimelineGroup
ORG Partners LLC2,850$216K0.05%-22,49313F-HRTimeline
ABLE Financial Group, LLC2,852$216K0.06%new13F-HRTimeline
Advisor Resource Council2,845$215K0.02%-2,80413F-HRTimeline
Five Oceans Advisors2,836$215K0.1%-27013F-HRTimeline
Paulson Wealth Management Inc.2,829$214K0.06%new13F-HRTimeline
Plan Group Financial, LLC2,827$214K0.08%new13F-HRTimeline
Wealth Forward, LLC2,826$214K0.15%new13F-HRTimeline
LANARK FINANCIAL, INC.2,822$213K0.02%+2,82113F-HRTimeline
Axis Wealth Partners, LLC2,804$212K0.16%new13F-HRTimeline
Keener Financial Planning LLC2,803$212K0.14%013F-HRTimeline
Seneca Financial Advisors LLC2,801$212K0.1%new13F-HRTimeline
Bridgewater Advisors Inc.2,680$211K0.02%new13F-HRTimeline
Tevis Investment Management2,977$209K0.16%013F-HRTimeline
West Wealth Group, LLC2,750$209K0.06%new13F-HRTimeline
Drake & Associates, LLC2,757$209K0.06%new13F-HRTimeline
Somerset Trust Co2,756$208K0.07%new13F-HRTimeline