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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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/214,611,479$16.2B1.44%+22,873,40513F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY96,568,584$7.31B0.52%-1,441,00413F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP89,235,188$6.82B6.11%+663,73013F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN71,646,547$5.42B1.31%+5,900,70013F-HRTimelineGroup
TIAAgroup of 2 filers holding52,509,985$3.97B-2,571,940Timeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding45,604,324$3.45B-7,671,785Timeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC37,782,854$2.86B1.08%+258,58913F-HRTimelineGroup
LPL Financial LLC36,222,496$2.74B1.07%-2,602,06013F-HRTimeline
NORTHWESTERN MUTUAL INVESTMENT MANAGEME…group of 2 filers holding34,492,070$2.61B+1,293,199Timeline
US BANCORP \DE\in group US BANCORP \DE\34,147,182$2.58B3.45%+1,232,33313F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp32,276,425$2.44B0.48%+2,175,19413F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.31,538,095$2.39B0.05%+4,109,50613F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding25,230,925$1.91B-1,284,457Timeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC24,822,859$1.88B0.36%-487,53713F-HR/ATimelineGroup
FMR LLCin group FMR LLC23,358,092$1.77B0.11%+553,88813F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO17,268,863$1.31B0.1%-897,51113F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…15,359,042$1.16B0.61%+386,48113F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp14,053,090$1.06B3.87%-161,27513F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP10,883,707$823M1.32%+2,005,82913F-HRTimelineGroup
Betterment LLC10,672,579$807M1.92%-693,97013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP10,155,613$768M0.82%+104,56413F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/9,997,412$756M0.39%+923,72213F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC9,832,131$744M1.53%+856,79013F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC9,202,075$696M0.19%-413,13913F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC8,648,044$655M1.09%-126,51513F-HRTimelineGroup
Alaska Permanent Fund Corp7,583,471$597M8.39%+5,040,37313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA7,720,294$584M0.13%+315,46113F-HR/ATimelineGroup
ASSETMARK, INCin group ASSETMARK, INC7,388,945$559M1.54%+32,76513F-HRTimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…7,221,923$546M2.19%+288,87213F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.6,590,968$499M3.03%+247,90913F-HRTimeline
State of New Jersey Common Pension Fund…in group State of New Jersey Common Pe…6,424,587$486M2.19%013F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.6,396,424$484M0.18%-510,16913F-HRTimeline
Ballentine Partners, LLC6,046,783$457M7.93%+79,89613F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.5,755,495$435M0.84%+296,16613F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources5,435,790$411M0.12%+44,12013F-HRTimelineGroup
HighTower Advisors, LLC4,849,705$367M0.5%+193,67713F-HRTimeline
Cresset Asset Management, LLC4,795,957$363M1.82%+243,12013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…4,747,245$359M3.08%+390,07113F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC4,660,469$353M0.63%+59,29713F-HR/ATimelineGroup
MACQUARIE GROUP LTDin group MACQUARIE GROUP LTD4,380,382$331M0.41%+1,050,87413F-HR/ATimelineGroup
Fiduciary Trust Coin group Fiduciary Trust Co4,218,245$319M4.18%-83,96913F-HRTimelineGroup
MISSION WEALTH MANAGEMENT, LP4,196,705$317M7.97%+302,30613F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …4,184,324$317M0.55%-200,83013F-HRTimelineGroup
Mill Creek Capital Advisors, LLC4,083,869$309M7.48%+315,57313F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO3,896,032$295M0.38%-70,41413F-HR/ATimelineGroup
Cetera Investment Advisers3,718,385$281M0.54%+290,31413F-HRTimeline
Hirtle & Co., LLC3,636,384$275M10.71%+8,01013F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC3,610,341$273M0.39%-1,556,71713F-HRTimelineGroup
Pure Financial Advisors, LLC3,572,104$270M5.65%+242,57513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC3,561,043$269M0.38%+481,16813F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding3,534,911$267M+311,356Timeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/3,509,149$265M0.31%+2,651,04713F-HRTimelineGroup
Modera Wealth Management, LLC3,503,273$265M3.59%+138,01013F-HRTimeline
Dynasty Wealth Management, LLC3,360,577$254M4.24%-304,00813F-HRTimeline
MML INVESTORS SERVICES, LLC3,278,256$248M0.83%+181,14513F-HRTimeline
SIGNATUREFD, LLC3,249,197$246M4.66%+123,63913F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO3,245,675$246M4.6%+85,16413F-HRTimeline
Members Trust Co3,155,844$239M8.32%+48,57013F-HRTimeline
Stairway Partners, LLC3,131,092$237M14.6%-8,41113F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP3,077,239$233M0.03%-258,47413F-HRTimelineGroup
Bell Bank3,029,980$229M12.37%-516,86513F-HRTimeline
Creative Planningin group Creative Planning2,910,999$220M0.21%+141,68613F-HRTimelineGroup
Charles Schwab Trust Cogroup of 2 filers holding2,898,963$219M-1,499,046Timeline
Nationwide Fund Advisorsin group Nationwide Fund Advisors2,875,315$218M18.55%+1,005,35813F-HRTimelineGroup
Haverford Trust Co2,771,885$210M2.11%-59,19113F-HRTimeline
GREENLEAF TRUST2,771,509$210M1.91%-50,52813F-HRTimeline
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…2,667,927$202M0.04%-358,80813F-HRTimelineGroup
First Command Advisory Services, Inc.2,579,915$195M1.87%+167,59813F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO2,562,888$194M1.35%+103,78413F-HRTimelineGroup
TD PRIVATE CLIENT WEALTH LLC2,494,414$189M5.2%+273,78113F-HRTimeline
&PARTNERS2,373,553$182M1.93%+455,25413F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…2,219,554$168M3.31%+40,58413F-HRTimelineGroup
CKW FINANCIAL GROUP2,179,618$165M20.66%+50,27113F-HRTimeline
Matson Money. Inc.2,179,857$165M6%+6,74113F-HRTimeline
Sanctuary Advisors, LLC2,076,927$157M1.1%+177,19913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…2,075,975$157M0.26%+414,04413F-HRTimelineGroup
Quotient Wealth Partners, LLC2,068,130$156M5%-79,52213F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC2,046,541$155M9.12%+25,92213F-HRTimeline
FIRST CITIZENS BANK & TRUST CO2,039,332$154M3.92%-6,236,61213F-HRTimeline
Passaic Partners LLC2,034,600$154M23.33%-9,30013F-HRTimeline
MAI Capital Management2,029,211$154M1.16%-6,71613F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC2,024,959$153M2.11%+5,91713F-HRTimeline
Investure, LLC2,022,523$153M10.12%+1,333,40813F-HRTimeline
Venturi Wealth Management, LLC2,014,548$152M7.94%+1,768,28513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…2,006,376$152M0.29%-83,94513F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC1,985,508$150M4.64%+1,475,73113F-HRTimeline
Retirement Investment Advisors, Inc.1,943,762$147M14.89%+122,50813F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding1,894,806$143M-528,531Timeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,891,022$143M0.35%+244,75013F-HRTimelineGroup
Avidian Wealth Enterprises, LLC1,873,507$142M6.31%-250,47413F-HRTimeline
Dixon Mitchell Investment Counsel Inc.1,857,834$141M6.34%+1,078,59513F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC1,826,096$138M7.87%-7,49613F-HRTimeline
Connecticut Wealth Management, LLC1,774,441$134M7.03%+92,20013F-HRTimeline
Heritage Wealth Advisors1,725,079$131M6.61%-7,60113F-HRTimeline
First Business Financial Services, Inc.1,710,950$129M12.73%+46,87413F-HRTimeline
Alaska Permanent Capital Management, LLCgroup of 2 filers holding1,698,170$128M-306,862Timeline
Alesco Advisors, LLC, An ESL Co1,626,609$123M3.86%-18,46213F-HRTimeline
SCS Capital Management LLC1,602,444$121M1.54%+1,407,92913F-HR/ATimeline
FORM Wealth Advisors, LLC1,600,017$121M16.45%13F-HRTimeline
Facet Wealth, Inc.1,474,408$118M3.06%+718,32213F-HRTimeline
MAKENA CAPITAL MANAGEMENT LLC1,536,041$116M12%+858,11113F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV1,511,273$114M0.26%+9,01013F-HRTimeline
CX Institutional1,491,967$113M4.26%-429,26413F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.1,477,876$112M5.47%-32,26813F-HRTimelineGroup
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC1,460,327$110M0.09%+15,93213F-HRTimelineGroup
National Philanthropic Trust1,460,082$110M1.78%+96,12913F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC1,437,549$109M2.03%-794,71013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,431,448$108M0.24%-675,51013F-HRTimelineGroup
SAGESPRING WEALTH PARTNERS, LLC1,411,891$107M2.7%-340,40213F-HRTimeline
Truepoint, Inc.1,402,360$106M2.88%-325,97313F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION1,400,250$106M10.27%+123,51313F-HRTimeline
CHOREO, LLC1,400,119$106M1.64%+217,28813F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP1,391,640$105M0.17%-26,83013F-HRTimelineGroup
HANTZ FINANCIAL SERVICES, INC.1,383,545$105M1.84%+112,55313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CAPTRUST FINANCIAL ADVISORS1,380,012$104M0.26%-61,51413F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,358,162$103M3.83%+92,74913F-HRTimelineGroup
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO1,352,300$102M4.16%013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.1,337,771$101M0.96%-100,27513F-HRTimelineGroup
Mirae Asset Global Investments Co., Ltd.group of 2 filers holding1,320,977$101M-35,153Timeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers1,328,442$100M0.19%+198,09013F-HRTimelineGroup
Wealthquest Corp1,315,423$99.5M8.3%+34,77413F-HR/ATimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC1,285,617$97.3M1.43%+9,43313F-HRTimeline
New York Life Investment Management LLCin group New York Life Investment Mana…1,280,576$96.9M0.99%+506,42913F-HRTimelineGroup
SigFig Wealth Management, LLC1,244,543$94.6M3.42%+6,36313F-HRTimeline
UMB Bank, n.a.1,240,789$93.9M1.55%-153,73513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
VICUS CAPITAL1,236,033$93.5M8.71%-12,50213F-HRTimeline
Full Sail Capital, LLC1,235,151$93.4M6.04%-1,94313F-HRTimeline
Janney Montgomery Scott LLC1,227,046$92.8M0.26%-3,44513F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC1,200,051$90.8M0.06%-33,91313F-HRTimelineGroup
COMERICA BANK1,187,368$89.8M0.38%-46,22213F-HRTimeline
Global Strategic Investment Solutions, …1,179,197$89.2M10.32%-93,95613F-HRTimeline
RKL Wealth Management LLC1,151,203$87.1M8.21%+37,43913F-HRTimeline
Meeder Advisory Services, Inc.group of 2 filers holding1,138,305$86.1M+161,051Timeline
Center for Financial Planning, Inc.1,091,796$82.6M10.55%+25,23713F-HRTimeline
Wedmont Private Capital1,116,274$81.9M4.2%+121,20913F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP1,075,491$81.4M0.61%+4,96813F-HRTimelineGroup
Aaron Wealth Advisors LLC1,069,798$80.9M9.28%+38,97413F-HRTimeline
Parallel Advisors, LLC1,023,166$77.4M1.75%+59,67813F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding1,021,949$77.3M-64,532Timeline
49 WEALTH MANAGEMENT, LLC1,017,384$77M9.27%+267,54213F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK1,004,281$76M11.08%-978,20113F-HR/ATimelineGroup
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS993,841$75.2M3.06%+35,56513F-HRTimelineGroup
Fragasso Financial Advisors Inc990,034$74.9M5.56%-112,23813F-HRTimeline
1832 Asset Management L.P.971,571$73.5M0.14%-705,94413F-HRTimeline
QUADRANT CAPITAL GROUP LLC956,249$72.3M2.69%+275,42813F-HRTimeline
First National Trust Co954,619$72.2M2.91%+102,84613F-HRTimeline
Cambridge Investment Research Advisors,…953,938$72.2M0.24%-71,92213F-HRTimeline
Bangor Savings Bank943,280$71.4M6.74%+124,98413F-HRTimeline
Monashee Investment Management LLC941,680$71.2M8.43%+57,60013F-HRTimeline
RiverFront Investment Group, LLC933,142$70.6M1.57%-869,23113F-HRTimeline
NewEdge Advisors, LLC922,958$69.8M0.41%-11,93913F-HRTimeline
Merit Financial Group, LLC914,547$69.2M1.04%-1,050,51013F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC905,280$68.5M10.64%-82,33313F-HRTimeline
Financiere des Professionnels - Fonds d…905,153$68.5M4.43%+238,10013F-HRTimeline
MASON STREET ADVISORS, LLC899,800$68.1M8.66%-133,90013F-HRTimeline
Janney Capital Management LLC890,670$67.4M4.64%-17,00213F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …872,941$66M0.06%-556,83213F-HRTimelineGroup
NOTTINGHAM ADVISORS, INC.869,781$65.8M10.06%-170,96713F-HRTimeline
McKinley Carter Wealth Services, Inc.857,122$64.8M3.99%-37,06713F-HRTimeline
Graves Light Lenhart Wealth, Inc.843,750$63.8M7.83%+27,92313F-HRTimeline
Wealthspire Advisors, LLC841,072$63.6M0.38%-23,20813F-HRTimeline
Prime Capital Investment Advisors, LLC839,827$63.5M0.74%+210,86713F-HRTimeline
Gotham Asset Management, LLC835,139$63.2M0.53%+8,64613F-HRTimeline
SPC Financial, Inc.826,316$62.5M5.5%+705,95913F-HRTimeline
INTRUST BANK NA810,773$61.3M6.07%-1,62213F-HRTimeline
Rehmann Capital Advisory Group809,113$61.2M3.85%-144,05413F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT803,603$60.8M1.82%-414,80013F-HRTimeline
Arkos Global Advisors802,694$60.7M8.92%-24,60113F-HRTimeline
NorthCoast Asset Management LLC798,874$60.4M0.3%-118,83313F-HR/ATimeline
DIVERSIFIED TRUST CO796,479$60.3M1.49%+41,49313F-HRTimeline
OneDigital Investment Advisors LLC796,103$60.2M0.71%+14,85213F-HRTimeline
BAILARD, INC.793,901$60.1M1.55%-6,60113F-HRTimeline
Constellation Investments, Inc.779,498$59M2.8%-1,066,00013F-HRTimeline
True Link Financial Advisors, LLC777,571$58.8M4.39%+23,63413F-HRTimeline
Cabot-Wellington, LLC777,301$58.8M21.67%-1,98513F-HRTimeline
Callan Family Office, LLCin group Callan Family Office, LLC758,097$57.4M4.3%+4,67213F-HRTimelineGroup
Legacy Edge Advisors, LLC757,763$57.3M8.94%+8,25613F-HRTimeline
Steward Partners Investment Advisory, L…755,503$57.2M0.51%+37,15213F-HRTimeline
AXIOM INVESTORS LLC /DE755,000$57.1M0.55%+341,50013F-HR/ATimeline
Roth Financial Partners LLC753,725$57M22.52%+17,63913F-HRTimeline
AMG National Trust Bank746,275$56.5M1.58%-31,60113F-HRTimeline
Clearstead Advisors, LLC740,739$56M0.87%-4,43413F-HRTimeline
Wellspring Financial Advisors, LLC1,206,206$55.9M6.24%+35,87813F-HRTimeline
SVB WEALTH LLC737,140$55.8M2.29%-114,49813F-HRTimeline
Orgel Wealth Management, LLC733,931$55.5M1.44%-1,57013F-HRTimeline
Texas Capital Bank Wealth Management Se…722,386$54.6M5.52%-27,32313F-HRTimeline
Ironwood Wealth Management, LLC.702,759$53.2M16.32%+8,31613F-HRTimeline
ASPIRIANT, LLC699,254$52.9M1.84%+102,92013F-HRTimeline
Klingman & Associates, LLC698,801$52.9M3.24%+42,62513F-HRTimeline
SOUTHERN FARM BUREAU LIFE INSURANCE685,189$51.8M7.6%+128,48013F-HRTimeline
OLYMPUS WEALTH MANAGEMENT, LLC668,446$50.6M22.2%-137,32613F-HRTimeline
Valeo Financial Advisors, LLC920,683$49.1M1.37%+295,36913F-HRTimeline
Private Wealth Asset Management, LLC635,306$48.1M6.91%13F-HRTimeline
BLAIR WILLIAM & CO/IL634,279$48M0.14%+12,96413F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC676,722$47.6M1.06%+66013F-HRTimelineGroup
Integrated Wealth Concepts LLC625,076$47.3M0.55%-74,67813F-HRTimeline
CAPE COD FIVE CENTS SAVINGS BANK600,693$46.9M4.29%013F-HRTimeline
Ledyard National Bank619,254$46.8M4.63%-3,23813F-HRTimeline
CITIGROUP INCin group CITIGROUP INC614,731$46.5M0.04%+81,18613F-HRTimelineGroup
Brickley Wealth Management608,762$46.1M9.55%+89313F-HRTimeline