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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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/191,738,074$13.5B1.25%+9,128,38013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY98,009,588$6.89B0.48%-2,320,17413F-HR/ATimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP88,571,458$6.22B5.92%+1,150,88613F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN65,745,847$4.62B1.11%+3,362,03813F-HRTimelineGroup
TIAAgroup of 2 filers holding59,489,758$4.18B+2,901,178Timeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding53,276,109$3.74B+211,993Timeline
LPL Financial LLC38,824,556$2.73B1.11%+2,548,62213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC37,524,265$2.64B0.97%13F-HR/ATimelineGroup
NORTHWESTERN MUTUAL INVESTMENT MANAGEME…group of 2 filers holding33,198,871$2.33B+2,131,135Timeline
US BANCORP \DE\in group US BANCORP \DE\32,914,849$2.31B3.03%+46,41113F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp30,101,231$2.12B0.39%+2,608,90113F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.27,428,589$1.93B0.04%-5,481,47613F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding26,515,382$1.86B+665,390Timeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC25,310,396$1.78B0.34%-1,933,74113F-HRTimelineGroup
FMR LLCin group FMR LLC22,804,204$1.6B0.1%+3,557,37013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO18,166,374$1.28B0.1%+619,67813F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…14,972,561$1.05B0.7%+50,69013F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp14,214,365$999M3.37%+171,65613F-HRTimelineGroup
Betterment LLC11,366,549$799M1.9%-6,13913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP10,051,049$706M0.74%+394,90813F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC9,615,214$676M0.17%-217,72613F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/9,073,690$638M0.32%-1,268,52013F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC8,975,341$631M1.37%+262,96813F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP8,877,878$624M0.98%+1,626,21913F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC8,774,559$617M1.04%+265,95413F-HRTimelineGroup
FIRST CITIZENS BANK & TRUST CO8,275,944$582M10.68%+1,187,52713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA7,404,833$520M0.11%-359,51413F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC7,356,180$517M1.4%-210,00113F-HRTimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…6,933,051$487M1.87%+303,48013F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.6,906,593$485M0.16%+217,80713F-HRTimeline
State of New Jersey Common Pension Fund…in group State of New Jersey Common Pe…6,424,587$452M1.82%013F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.6,343,059$446M2.8%+190,87513F-HRTimeline
Ballentine Partners, LLC5,966,887$419M7.19%+7,97913F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.5,459,329$384M0.73%+320,88113F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources5,391,670$379M0.11%+41,25413F-HRTimelineGroup
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC5,167,058$363M0.5%-16,64113F-HRTimelineGroup
HighTower Advisors, LLC4,656,028$327M0.45%-242,46313F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC4,601,172$323M0.52%+2,394,68213F-HRTimelineGroup
Cresset Asset Management, LLC4,552,837$320M1.54%-195,95813F-HRTimeline
Charles Schwab Trust Cogroup of 2 filers holding4,398,009$309M-466,637Timeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …4,385,154$308M0.49%+336,13213F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…4,357,174$306M2.59%+37,72713F-HRTimelineGroup
Fiduciary Trust Coin group Fiduciary Trust Co4,302,214$302M3.99%+93,46813F-HRTimelineGroup
OLD MISSION CAPITAL LLC4,297,162$302M7.03%new13F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO3,966,446$279M0.36%-88,61613F-HRTimelineGroup
MISSION WEALTH MANAGEMENT, LP3,894,399$274M6.51%+282,26513F-HRTimeline
Mill Creek Capital Advisors, LLC3,768,296$265M6.36%+483,07613F-HRTimeline
Dynasty Wealth Management, LLC3,664,585$258M4.44%-35,87413F-HRTimeline
Hirtle & Co., LLC3,628,374$255M10.74%-26,21713F-HRTimeline
Bell Bank3,546,845$249M18.54%+2,313,90113F-HRTimeline
Cetera Investment Advisers3,428,071$241M0.5%+34,51513F-HRTimeline
Modera Wealth Management, LLC3,365,263$237M2.86%+229,03813F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP3,335,713$234M0.03%+727,08513F-HRTimelineGroup
Pure Financial Advisors, LLC3,329,529$234M5.32%+289,65613F-HRTimeline
MACQUARIE GROUP LTDin group MACQUARIE GROUP LTD3,329,508$234M0.28%+907,65113F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding3,223,555$227M-25,086Timeline
FLPUTNAM INVESTMENT MANAGEMENT CO3,160,511$222M4.06%-601,21213F-HRTimeline
Stairway Partners, LLC3,139,503$221M13.9%+322,34913F-HRTimeline
SIGNATUREFD, LLC3,125,558$220M4.17%+86,80513F-HRTimeline
MML INVESTORS SERVICES, LLC3,097,111$218M0.75%-146,09813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC3,079,875$216M0.32%+137,27213F-HRTimeline
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…3,026,735$213M0.04%+778,77913F-HRTimelineGroup
Haverford Trust Co2,831,076$199M1.98%+75,09413F-HRTimeline
GREENLEAF TRUST2,822,037$198M1.81%-69113F-HRTimeline
Creative Planningin group Creative Planning2,769,313$195M0.19%-69,98413F-HRTimelineGroup
Alaska Permanent Fund Corp2,543,098$179M2.65%+772,53713F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO2,459,104$173M1.21%+19,82113F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding2,423,337$170M+55,931Timeline
First Command Advisory Services, Inc.2,412,317$170M1.61%+130,82713F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC2,232,259$157M3.04%-45,92013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC2,220,633$156M4.37%+343,04313F-HRTimeline
Matson Money. Inc.2,173,116$154M5.51%+41,72713F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…2,178,970$153M2.99%+30,61313F-HRTimelineGroup
Quotient Wealth Partners, LLC2,147,652$151M4.94%+75,48413F-HRTimeline
CKW FINANCIAL GROUP2,129,347$150M18.41%+33,04813F-HRTimeline
Avidian Wealth Enterprises, LLC2,123,981$149M6.71%+85,29213F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…2,090,321$147M0.28%+218,95013F-HR/ATimeline
Passaic Partners LLC2,043,900$144M20.87%-100,76013F-HRTimeline
MAI Capital Management2,035,927$143M1.07%+406,84413F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC2,020,619$142M8.55%+10,60313F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC2,019,042$142M1.99%+148,20213F-HRTimeline
Sanctuary Advisors, LLC1,899,728$141M0.89%+20,72813F-HRTimeline
Alaska Permanent Capital Management, LLCgroup of 2 filers holding2,005,032$141M+7,249Timeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK1,982,482$139M4.52%-39,48713F-HRTimelineGroup
Merit Financial Group, LLC1,965,057$138M2.48%+198,14213F-HRTimeline
CX Institutional1,921,231$135M5.36%+1,671,97813F-HRTimeline
&PARTNERS1,918,299$135M1.62%+690,33413F-HRTimeline
Nationwide Fund Advisorsin group Nationwide Fund Advisors1,869,957$131M10.52%+278,72613F-HRTimelineGroup
Constellation Investments, Inc.1,845,498$130M5.9%13F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC1,833,592$129M7.23%+71,59313F-HR/ATimeline
Retirement Investment Advisors, Inc.1,821,254$128M13.5%+111,95613F-HRTimeline
RiverFront Investment Group, LLC1,802,373$127M2.88%-610,89213F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC1,752,293$123M3.25%13F-HRTimeline
Heritage Wealth Advisors1,732,680$122M6.04%+42,20113F-HRTimeline
Truepoint, Inc.1,728,333$121M3.25%-11,55113F-HRTimeline
Connecticut Wealth Management, LLC1,682,241$118M5.81%+29,73813F-HRTimeline
1832 Asset Management L.P.1,677,515$118M0.21%+439,59913F-HRTimeline
First Business Financial Services, Inc.1,664,076$117M11.56%+6,38313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…1,661,931$117M0.17%+1,625,06513F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,646,272$116M0.3%+8,47613F-HRTimelineGroup
Alesco Advisors, LLC, An ESL Co1,645,071$116M3.63%-81,99213F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.1,510,144$111M5.25%+123,63113F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV1,502,263$106M0.26%+999,08413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,106,958$103M0.23%+546,67613F-HR/ATimelineGroup
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC1,444,395$102M0.08%+93813F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS1,441,526$101M0.29%+105,75513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.1,438,046$101M0.96%+90,86213F-HRTimelineGroup
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …1,429,773$100M0.09%-631,94713F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP1,418,470$99.2M0.16%+31,20213F-HRTimelineGroup
UMB Bank, n.a.1,394,524$98M1.55%-61,96613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
National Philanthropic Trust1,363,953$95.9M1.38%+97,33513F-HRTimeline
Mirae Asset Global Investments Co., Ltd.group of 2 filers holding1,356,130$95.4M-68,729Timeline
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO1,352,300$95M3.79%+339,20013F-HRTimeline
Wealthquest Corp1,280,649$90M7.32%+49,24413F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION1,276,737$89.7M8.37%+3,26513F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC1,276,184$89.7M1.3%+23,02813F-HRTimeline
Global Strategic Investment Solutions, …1,273,153$89.5M10.47%-121,61913F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.1,270,992$89.3M1.56%+179,94413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Capital Analysts, LLCin group Capital Analysts, LLC1,265,413$88.9M3.57%+37,90113F-HRTimelineGroup
VICUS CAPITAL1,248,535$87.7M7.79%+50,37613F-HRTimeline
Full Sail Capital, LLC1,237,094$86.9M5.54%+22,93813F-HRTimeline
SigFig Wealth Management, LLC1,238,180$86.8M3.14%+48,07513F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC1,233,964$86.7M0.05%+41,54713F-HRTimelineGroup
COMERICA BANK1,233,590$86.7M0.35%-313,35413F-HR/ATimeline
Janney Montgomery Scott LLC1,230,491$86.5M0.24%new13F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT1,218,403$85.6M2.52%+60,04613F-HRTimeline
CHOREO, LLC1,182,831$83.1M1.19%-35,01413F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers1,130,352$79.4M0.15%-74,26713F-HRTimelineGroup
RKL Wealth Management LLC1,113,764$78.3M6.97%+35,83813F-HRTimeline
Chan Zuckerberg Initiative, LLC1,108,592$77.9M20.94%013F-HRTimeline
Fragasso Financial Advisors Inc1,102,272$77.5M5.91%+76,33713F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding1,086,481$76.4M+62,047Timeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP1,070,523$75.2M0.55%+40,89913F-HRTimelineGroup
Center for Financial Planning, Inc.1,066,559$75M10%+29,20713F-HRTimeline
NOTTINGHAM ADVISORS, INC.1,040,748$73.1M9.28%-94,65113F-HRTimeline
MASON STREET ADVISORS, LLC1,033,700$72.6M9.4%+113,30013F-HRTimeline
Aaron Wealth Advisors LLC1,030,824$72.4M8.41%+23,64513F-HRTimeline
Cambridge Investment Research Advisors,…1,025,860$72.1M0.24%+26,54213F-HRTimeline
Edge Capital Group, LLC991,765$69.7M3.56%+14,48513F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC987,613$69.4M10.26%+48,93113F-HRTimeline
Wedmont Private Capital995,065$69.4M3.66%+291,26513F-HRTimeline
Meeder Advisory Services, Inc.group of 2 filers holding977,254$68.7M+135,234Timeline
Parallel Advisors, LLC963,488$67.7M1.53%+23,56213F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS958,276$67.3M2.53%+31,89513F-HRTimelineGroup
Rehmann Capital Advisory Group953,167$67M4.24%+68,25413F-HRTimeline
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCH…938,250$65.9M0.41%-289,65013F-HRTimeline
NewEdge Advisors, LLC934,897$65.7M0.39%+53,26213F-HRTimeline
NorthCoast Asset Management LLC917,707$64.5M0.32%+82,17113F-HR/ATimeline
Janney Capital Management LLC907,672$63.8M4.22%new13F-HRTimeline
McKinley Carter Wealth Services, Inc.894,189$62.8M3.85%+53,88413F-HRTimeline
Monashee Investment Management LLC884,080$62.2M8.52%+13,50013F-HRTimeline
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC878,057$61.7M0.18%-9,49913F-HRTimelineGroup
Wealthspire Advisors, LLC864,280$60.7M0.6%+20,27213F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/858,102$60.4M0.08%-3,941,17913F-HRTimelineGroup
First National Trust Co851,773$59.9M2.25%+7,60113F-HRTimeline
SVB WEALTH LLC851,638$59.9M1.12%+661,04913F-HRTimeline
Wilshire Advisors LLC827,606$58.2M21.24%+235,59013F-HRTimeline
Arkos Global Advisors827,295$58.1M8.53%+3,91213F-HRTimeline
Gotham Asset Management, LLC826,493$58.1M0.55%+130,11013F-HRTimeline
Bangor Savings Bank818,296$57.5M5.4%+32,74613F-HRTimeline
Graves Light Lenhart Wealth, Inc.815,827$57.3M7.13%+20,01213F-HRTimeline
INTRUST BANK NA812,395$57.1M5.79%+10,44913F-HRTimeline
OLYMPUS WEALTH MANAGEMENT, LLC805,772$56.6M20.62%+9,97513F-HRTimeline
BAILARD, INC.800,502$56.3M1.44%-4,09613F-HRTimeline
Facet Wealth, Inc.756,086$55.9M1.48%+37,98113F-HRTimeline
OneDigital Investment Advisors LLC781,251$54.9M0.64%+12,16513F-HRTimeline
Cabot-Wellington, LLC779,286$54.8M20.81%+1,19213F-HRTimeline
Dixon Mitchell Investment Counsel Inc.779,239$54.8M2.53%+59,06113F-HRTimeline
AMG National Trust Bank777,876$54.7M1.51%+24,53813F-HRTimeline
New York Life Investment Management LLCin group New York Life Investment Mana…774,147$54.4M0.53%+25,96213F-HRTimelineGroup
DIVERSIFIED TRUST CO754,986$53.1M1.29%+35,10113F-HRTimeline
True Link Financial Advisors, LLC753,937$53M4.45%+93,92413F-HRTimeline
Callan Family Office, LLCin group Callan Family Office, LLC753,425$53M3.37%-18,03413F-HRTimelineGroup
Legacy Edge Advisors, LLC749,507$52.7M8.37%+34,22313F-HRTimeline
49 WEALTH MANAGEMENT, LLC749,842$52.7M7.51%+122,01813F-HRTimeline
Texas Capital Bank Wealth Management Se…749,709$52.7M5.39%-30,88013F-HRTimeline
Clearstead Advisors, LLC745,173$52.4M0.8%+19,49113F-HRTimeline
Compton Financial Group, LLC739,149$51.9M15.44%+45,09713F-HRTimeline
Roth Financial Partners LLC736,086$51.7M20.59%+51,37013F-HRTimeline
Orgel Wealth Management, LLC735,501$51.7M1.35%+23,34713F-HRTimeline
Steward Partners Investment Advisory, L…718,351$50.5M0.45%+30,21413F-HRTimeline
Integrated Wealth Concepts LLC699,754$49.2M0.57%+1,99213F-HRTimeline
Ironwood Wealth Management, LLC.694,443$48.8M15.14%+70,23413F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding694,246$48.8M+73,738Timeline
Wellspring Financial Advisors, LLC1,170,328$48.4M5.07%+630,42813F-HRTimeline
Investure, LLC689,115$48.4M2.87%+300,04813F-HRTimeline
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV686,679$48.3M1.54%+38,07813F-HRTimeline
Shepherd Financial Partners LLC686,669$48.3M5.77%+1,73013F-HRTimeline
QUADRANT CAPITAL GROUP LLC680,821$47.8M3.29%+60,65013F-HRTimeline
MAKENA CAPITAL MANAGEMENT LLC677,930$47.7M7.73%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC676,062$47.5M1.07%-797,66913F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…651,705$47.4M0.09%+4,29313F-HRTimelineGroup
CAPE COD FIVE CENTS SAVINGS BANK600,693$46.9M4.17%013F-HRTimeline
Financiere des Professionnels - Fonds d…667,053$46.9M3.27%-118,00013F-HRTimeline
Orion Porfolio Solutions, LLC656,791$46.2M0.46%+181,68113F-HRTimeline
Orion Portfolio Solutions, LLC656,791$46.2M0.46%+181,68113F-HRTimeline
Klingman & Associates, LLC656,176$46.1M2.84%+90,36413F-HRTimeline
DRW Securities, LLC655,022$46M3.11%new13F-HRTimeline
Conservest Capital Advisors, Inc.631,318$44.4M4.58%-34,59913F-HRTimeline
Prime Capital Investment Advisors, LLC628,960$44.2M0.64%-6,34913F-HRTimeline