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Disclosery

EFAV ISHARES TR

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ETF (fund)

466 managers (473 13F filers) reported a position in EFAV shares at 2024-12-31, 61,950,646 shares in all. 27 filers opened a position and 50 filers sold out during the quarter.

Managers
466
13F filers
473
New
27
Added
132
Reduced
181
Sold out
50
Shares held by filers
61,950,646

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
NORTHERN TRUST CORPin group NORTHERN TRUST CORP8,281$586K<0.01%new13F-HRTimelineGroup
Clearstead Advisors, LLC8,266$584K0.01%-30713F-HRTimeline
IFG Advisory, LLC8,164$577K0.03%new13F-HRTimeline
Bogart Wealth, LLC8,137$575K0.03%013F-HRTimeline
Sage Mountain Advisors LLC8,109$573K0.04%+2,25513F-HRTimeline
Black Diamond Financial, LLC8,090$572K0.09%013F-HRTimeline
APPLETON PARTNERS INC/MA8,035$568K0.04%-38013F-HRTimeline
Venturi Wealth Management, LLC8,031$568K0.03%013F-HRTimeline
Cornerstone Wealth Management, LLC8,030$568K0.04%+113F-HRTimeline
Portland Financial Advisors Inc8,023$567K1.53%13F-HRTimeline
RHS Financial, LLC7,864$556K0.29%-73713F-HRTimeline
Blue Barn Wealth, LLC7,853$555K0.29%-9613F-HRTimeline
MONECO ADVISORS, LLC7,810$552K0.06%+40213F-HR/ATimeline
FIDUCIARY FINANCIAL GROUP, LLC7,744$541K0.12%013F-HRTimeline
Global Retirement Partners, LLC7,521$532K0.02%-2,41513F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.7,511$531K0.04%-81513F-HRTimelineGroup
QRG CAPITAL MANAGEMENT, INC.7,095$502K0.01%-3,93613F-HRTimeline
DOHJ, LLC7,069$500K0.12%-713F-HRTimeline
New England Private Wealth Advisors LLC7,064$499K0.08%new13F-HRTimeline
Counterweight Ventures, LLC7,058$499K0.35%-14513F-HRTimeline
Acorn Wealth Advisors, LLC7,046$498K0.21%-2,15513F-HRTimeline
Lantz Financial LLC7,041$498K0.13%013F-HRTimeline
Bison Wealth, LLC6,895$488K0.11%+4213F-HRTimeline
Pacific Center for Financial Services6,845$484K0.12%-73813F-HRTimeline
J.W. COLE ADVISORS, INC.6,653$470K0.02%-1813F-HRTimeline
Wolff Financial Management LLC6,641$470K0.13%-49313F-HRTimeline
Evanson Asset Management, LLC6,598$467K0.03%+413F-HRTimeline
Qube Research & Technologies Ltd6,539$462K<0.01%-21,55413F-HRTimeline
Pallas Capital Advisors LLC6,479$458K0.02%013F-HRTimeline
Prospera Financial Services Inc6,380$451K0.01%+5813F-HRTimeline
Citizens National Bank Trust Department6,359$450K0.1%-10513F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp6,286$444K<0.01%-14,20113F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…5,997$442K<0.01%-5,49413F-HRTimelineGroup
Atria Investments, Inc6,241$441K0.01%+1,24513F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC6,194$438K<0.01%new13F-HRTimelineGroup
Creekside Partners6,126$433K0.22%+6213F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC6,103$432K<0.01%013F-HRTimelineGroup
BLAIR WILLIAM & CO/IL6,098$431K<0.01%-23213F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC6,079$430K<0.01%-5,29313F-HRTimelineGroup
Cherry Tree Wealth Management, LLC6,077$430K0.11%-49613F-HRTimeline
Insight Wealth Strategies, LLC6,057$428K0.06%-56413F-HRTimeline
Alaska Wealth Advisors, LLCin group Alaska Permanent Capital Mana…6,038$427K0.07%-59813F-HRTimelineGroup
BCGM Wealth Management, LLC5,803$410K0.13%-8413F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC5,717$404K<0.01%+73213F-HRTimeline
EWA, LLC5,679$402K0.15%-1,84113F-HRTimeline
Pinnacle Bancorp, Inc.5,665$401K0.13%013F-HRTimeline
OneDigital Investment Advisors LLC5,603$396K<0.01%-41413F-HRTimeline
Arrowroot Family Office, LLC5,584$395K0.21%-47013F-HRTimeline
Cornerstone Financial Group, LLC /NE/5,484$388K0.38%13F-HRTimeline
Sovereign Investment Advisors, LLC5,430$384K0.11%013F-HRTimeline
Forum Private Client Group LLC5,381$380K0.17%-96413F-HRTimeline
CIBC WORLD MARKET INC.5,342$378K<0.01%-10513F-HRTimeline
Keystone Financial Group5,309$375K0.04%-15813F-HRTimeline
Y-Intercept (Hong Kong) Ltd5,284$374K0.02%new13F-HRTimeline
FAS Wealth Partners, Inc.5,262$372K0.03%+6413F-HRTimeline
JMG Financial Group, Ltd.5,231$370K0.01%013F-HRTimeline
Stablepoint Partners, LLC5,149$364K0.07%-713F-HRTimeline
Goldstein Advisors, LLC5,078$359K0.05%+11113F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC4,979$352K0.02%+1,01013F-HRTimeline
Blankinship & Foster, LLC4,910$347K0.09%+6013F-HRTimeline
TME FINANCIAL, INC.4,520$347K0.32%13F-HRTimeline
Traction Financial Partners, LLC4,858$344K0.27%013F-HRTimeline
Financial Perspectives, Inc4,851$343K0.12%-5513F-HRTimeline
PFG Advisors4,630$327K0.02%-39613F-HRTimeline
Focus Financial Network, Inc.4,618$327K0.01%-11313F-HRTimeline
Bond & Devick Financial Network, Inc.4,222$324K0.14%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…4,499$320K0.02%+5013F-HRTimeline
Vantage Financial Partners, LLC4,487$317K0.08%-36213F-HRTimeline
Grey Fox Wealth Advisors, LLC4,485$317K0.09%+5113F-HRTimeline
COWA, LLC4,481$317K0.15%+3013F-HRTimeline
Peak Financial Management, Inc.4,468$316K0.09%-26913F-HRTimeline
CARDIFF PARK ADVISORS, LLC4,456$315K0.03%+1213F-HRTimeline
Integrated Advisors Network LLC4,449$315K0.02%+613F-HRTimeline
Wilmington Savings Fund Society, FSB4,440$314K0.01%013F-HRTimeline
AMG National Trust Bank4,424$313K0.01%+2813F-HRTimeline
Sage Capital Advisors,llc4,413$312K0.08%013F-HRTimeline
Galvin, Gaustad & Stein, LLC4,358$308K0.03%013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC4,339$307K0.01%+19913F-HRTimelineGroup
K2 Financial Inc.4,364$305K0.3%13F-HRTimeline
Ackerman Capital Advisors, LLC4,300$304K0.08%013F-HRTimeline
James J. Burns & Company, LLC4,244$300K0.05%+4913F-HRTimeline
Bestgate Wealth Advisors, LLC4,234$299K0.6%13F-HRTimeline
Summit Wealth Partners, LLC4,176$295K0.06%+3813F-HRTimeline
Arax Advisory Partners4,095$290K0.02%-5813F-HRTimeline
Hibernia Wealth Partners, LLC4,072$288K0.22%-4,04013F-HRTimeline
Nabity-Jensen Investment Management Inc4,053$287K0.22%013F-HRTimeline
Grayhawk Investment Strategies Inc.4,047$286K0.55%new13F-HRTimeline
VERUS CAPITAL PARTNERS, LLC4,023$284K0.03%-1,63713F-HR/ATimeline
GDS Wealth Management4,007$283K0.03%-28713F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.4,006$283K0.02%+14513F-HR/ATimelineGroup
Pathway Financial Advisors LLC3,996$283K0.07%013F-HRTimeline
Cresset Asset Management, LLC3,992$282K<0.01%-82113F-HRTimeline
Alesco Advisors, LLC, An ESL Co3,950$279K0.01%013F-HRTimeline
National Wealth Management Group, LLC3,946$279K0.19%-4413F-HRTimeline
Syntegra Private Wealth Group, LLC3,914$277K0.03%-55513F-HRTimeline
Alteri Wealth LLC3,885$275K0.08%13F-HRTimeline
CLG LLC3,857$273K0.1%13F-HRTimeline
NewEdge Wealth, LLC3,820$270K<0.01%-31413F-HRTimeline
CEERA INVESTMENTS, LLC3,810$269K0.09%013F-HRTimeline
Centurion Wealth Management LLC3,781$267K0.08%013F-HRTimeline
BRIGHTON JONES LLC3,780$267K0.01%+1,11213F-HR/ATimeline
High Net Worth Advisory Group LLC3,683$260K0.07%013F-HRTimeline
SteelPeak Wealth, LLC3,612$255K0.01%-19713F-HRTimeline
Family Capital Trust Co3,550$251K0.09%013F-HRTimeline
RAINEY & RANDALL WEALTH ADVISORS INC.3,517$249K0.05%+13613F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.3,457$244K0.13%+4813F-HRTimeline
First Citizens Financial Corp3,425$242K0.13%-5413F-HRTimeline
Kathmere Capital Management, LLC3,408$241K0.02%+36013F-HRTimeline
Meridian Wealth Advisors, LLC3,390$240K0.04%013F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC3,334$236K0.01%13F-HRTimeline
Fulton Bank, N.A.3,305$234K0.01%new13F-HRTimeline
Legacy Financial Advisors, Inc.3,267$231K0.04%-12313F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …3,265$231K0.01%-55413F-HRTimelineGroup
Chris Bulman Inc3,231$228K0.15%-5013F-HRTimeline
Bolthouse Investments, LLC3,220$228K0.21%13F-HRTimeline
COMMERCE BANKin group COMMERCE BANK3,217$227K<0.01%-2,12513F-HRTimelineGroup
Bristlecone Advisors, LLC3,215$227K0.02%013F-HRTimeline
VANGUARD GROUP INCin group VANGUARD GROUP INC3,178$225K<0.01%+14113F-HRTimelineGroup
BRANDYWINE OAK PRIVATE WEALTH LLC3,120$221K0.02%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC3,116$220K0.01%+3213F-HRTimeline
180 WEALTH ADVISORS, LLC3,096$219K0.03%-1013F-HRTimeline
Medallion Wealth Advisors, LLC3,082$218K0.11%13F-HRTimeline
Ellis Investment Partners, LLC3,067$217K0.04%+2113F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding3,011$213K-990Timeline
ERn Financial, LLC3,003$212K0.03%-81513F-HRTimeline
Independence Bank of Kentucky3,000$212K0.03%new13F-HRTimeline
PRIVATE TRUST CO NA2,998$212K0.02%013F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP2,993$212K<0.01%new13F-HRTimelineGroup
PKS Advisory Services, LLC2,990$211K0.05%13F-HRTimeline
Perennial Investment Advisors, LLC2,987$211K0.02%+5213F-HRTimeline
PLANNING DIRECTIONS INC2,985$211K0.12%-5213F-HRTimeline
ELEVATE WEALTH ADVISORY, INC3,016$210K0.16%-3513F-HRTimeline
Apeiron RIA LLC2,958$209K0.06%+2813F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding2,931$207K+38Timeline
PDS Planning, Inc2,930$207K0.02%013F-HRTimeline
Csenge Advisory Group2,867$203K0.01%+1613F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.2,767$195K0.14%-45913F-HRTimeline
AE Wealth Management LLC2,749$194K<0.01%new13F-HRTimeline
Sunbelt Securities, Inc.2,562$181K0.02%013F-HRTimeline
Smartleaf Asset Management LLC2,455$173K0.02%013F-HRTimeline
Asset Dedication, LLC2,419$171K0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC2,393$169K<0.01%013F-HRTimelineGroup
Parkside Financial Bank & Trust2,317$164K0.02%+71113F-HRTimeline
IFP Advisors, Inc2,311$163K0.01%+2113F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC2,280$161K<0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC2,262$160K0.07%+93813F-HRTimeline
Gen-Wealth Partners Inc2,245$159K0.07%013F-HRTimeline
Paladin Advisory Group, LLC2,080$147K0.11%013F-HRTimeline
CENTAURUS FINANCIAL, INC.2,045$145K0.01%-713F-HRTimeline
Strengthening Families & Communities, L…1,941$137K0.08%013F-HRTimeline
HARBOUR INVESTMENTS, INC.1,879$133K<0.01%+2313F-HRTimeline
SYM FINANCIAL Corp1,873$132K0.02%-11813F-HRTimeline
HM PAYSON & CO1,735$123K<0.01%013F-HRTimeline
Archer Investment Corp1,677$119K0.03%013F-HRTimeline
Noble Wealth Management PBC1,667$118K0.08%13F-HRTimeline
WHITTIER TRUST CO1,634$116K<0.01%-19513F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN1,474$104K0.01%013F-HRTimeline
AdvisorNet Financial, Inc1,465$104K0.01%+16913F-HRTimeline
Transce3nd, LLC1,306$92.3K0.03%13F-HRTimeline
Glass Jacobson Investment Advisors llc1,287$91K0.03%+73213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Running Point Capital Advisors, LLC1,242$87.8K0.03%013F-HRTimeline
BARRETT & COMPANY, INC.1,212$85.7K0.04%+6213F-HRTimeline
Eagle Bay Advisors LLC1,210$85.6K0.05%013F-HRTimeline
Federation des caisses Desjardins du Qu…1,209$85.5K<0.01%-19213F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC1,104$84.7K0.01%new13F-HRTimelineGroup
2UniFi Bank1,167$82.5K0.05%13F-HRTimeline
Reyes Financial Architecture, Inc.1,147$81.1K0.06%13F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.1,141$80.7K<0.01%-72413F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,013$71.8K<0.01%-15113F-HRTimelineGroup
Avior Wealth Management, LLC991$70.1K<0.01%+1613F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC977$69.1K0.01%-33413F-HRTimeline
Larson Financial Group LLC962$68K<0.01%+26613F-HRTimeline
WPG Advisers, LLC954$67.5K0.06%13F-HRTimeline
Provident Wealth Management, LLC900$63.6K0.02%+38013F-HRTimeline
GPS Wealth Strategies Group, LLC873$61.7K0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC741$52.4K<0.01%013F-HRTimelineGroup
WEBSTER BANK, N. A.650$46K<0.01%013F-HRTimeline
EPG Wealth Management LLC638$45.1K0.01%013F-HRTimeline
Laurel Wealth Advisors LLC631$44.6K0.01%013F-HRTimeline
Integrity Financial Corp /WA623$44.1K0.03%013F-HRTimeline
CKW FINANCIAL GROUP500$35K<0.01%-14913F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…482$34.1K0.01%013F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV474$33.5K0.01%-12513F-HRTimeline
CoreCap Advisors, LLC413$29.2K<0.01%-1613F-HRTimeline
Beacon Capital Management, LLC412$29.1K<0.01%013F-HRTimeline
Westside Investment Management, Inc.405$28.6K0.01%013F-HRTimeline
Fairscale Capital, LLC405$28.6K0.02%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management394$27.8K<0.01%-113F-HRTimelineGroup
Bullock Wealth Management Group393$27.8K0.02%+513F-HRTimeline
Aptus Capital Advisors, LLC375$26.5K<0.01%+2513F-HRTimeline
BFSG, LLC316$22.3K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC303$21.4K0.01%013F-HRTimeline
Sandy Spring Bank292$20.6K<0.01%013F-HRTimeline
Fourth Dimension Wealth, LLC276$19.5K0.01%13F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV276$19K0.01%+313F-HRTimeline
Beaird Harris Wealth Management, LLC267$18.9K<0.01%013F-HRTimeline
Cedar Wealth Management, LLC261$18.5K0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO252$17.8K<0.01%013F-HRTimelineGroup
Accredited Wealth Management, LLC250$17.7K0.02%13F-HRTimeline
Capital Investment Advisory Services, L…236$16.7K<0.01%013F-HRTimeline