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Disclosery

EFAV ISHARES TR

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ETF (fund)

480 managers (486 13F filers) reported a position in EFAV shares at 2025-03-31, 42,139,009 shares in all. 56 filers opened a position and 43 filers sold out during the quarter.

Managers
480
13F filers
486
New
56
Added
111
Reduced
188
Sold out
43
Shares held by filers
42,139,009

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
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…9,186$716K0.05%+15513F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…9,060$706K0.01%013F-HRTimelineGroup
&PARTNERS9,057$701K0.01%+24713F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC8,920$695K0.09%013F-HRTimeline
Arcus Capital Partners, LLC8,863$691K0.28%-1,37813F-HRTimeline
SWEENEY & MICHEL, LLC9,330$683K0.3%13F-HRTimeline
Hilltop Partners LLC8,670$676K0.23%013F-HRTimeline
B.O.S.S. Retirement Advisors, LLC8,631$673K0.2%new13F-HRTimeline
Premier Path Wealth Partners, LLC8,627$672K0.1%-14713F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …8,183$671K0.04%-50713F-HRTimelineGroup
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…8,545$666K0.13%-2,84913F-HR/ATimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources8,339$650K<0.01%013F-HRTimelineGroup
Clearstead Advisors, LLC8,266$644K0.01%013F-HRTimeline
1900 WEALTH MANAGEMENT LLC8,216$640K0.05%-69413F-HRTimeline
Bogart Wealth, LLC8,137$634K0.03%013F-HRTimeline
Sage Mountain Advisors LLC8,109$632K0.05%013F-HRTimeline
Black Diamond Financial, LLC8,090$630K0.09%013F-HRTimeline
IFG Advisory, LLC8,068$629K0.03%-9613F-HRTimeline
Venturi Wealth Management, LLC8,031$626K0.03%013F-HRTimeline
Cornerstone Wealth Management, LLC8,023$625K0.04%-713F-HRTimeline
Portland Financial Advisors Inc8,023$625K1.6%013F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC7,744$590K0.13%013F-HRTimeline
STOCK YARDS BANK & TRUST CO7,486$583K0.02%-7,09513F-HRTimeline
Composition Wealth, LLC7,413$578K0.01%-4,61613F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.7,360$573K0.04%-15113F-HRTimelineGroup
DOHJ, LLC7,113$554K0.13%+4413F-HRTimeline
Fragasso Financial Advisors Inc7,088$552K0.04%-3,96613F-HRTimeline
Counterweight Ventures, LLC7,058$550K0.39%013F-HRTimeline
Lantz Financial LLC7,041$549K0.15%013F-HRTimeline
HRT FINANCIAL LP6,998$545K<0.01%new13F-HRTimeline
Prospera Financial Services Inc6,927$540K0.01%+54713F-HRTimeline
Pacific Center for Financial Services6,839$533K0.14%-613F-HRTimeline
APPLETON PARTNERS INC/MA6,725$524K0.04%-1,31013F-HRTimeline
QTR Family Wealth, LLC6,662$519K0.39%13F-HRTimeline
Pallas Capital Advisors LLC6,559$511K0.02%+8013F-HRTimeline
Wolff Financial Management LLC6,435$501K0.14%-20613F-HRTimeline
RHS Financial, LLC6,267$488K0.27%-1,59713F-HRTimeline
Blue Barn Wealth, LLC6,233$486K0.25%-1,62013F-HRTimeline
Citizens National Bank Trust Department6,209$484K0.1%-15013F-HRTimeline
Acorn Wealth Advisors, LLC6,146$479K0.2%-90013F-HRTimeline
Creekside Partners6,126$477K0.25%013F-HRTimeline
BLAIR WILLIAM & CO/IL6,125$477K<0.01%+2713F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC6,103$476K<0.01%013F-HR/ATimelineGroup
Cherry Tree Wealth Management, LLC6,077$474K0.11%013F-HRTimeline
Atria Investments, Inc6,067$473K0.01%-17413F-HRTimeline
Vestcor Inc5,921$461K0.02%-4,42613F-HRTimeline
Cornerstone Financial Group, LLC /NE/5,484$446K0.4%013F-HRTimeline
Insight Wealth Strategies, LLC5,695$444K0.06%-36213F-HRTimeline
Pinnacle Bancorp, Inc.5,665$441K0.14%013F-HRTimeline
VestGen Advisors, LLC5,395$420K0.02%13F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC5,332$416K0.04%-6,30213F-HR/ATimeline
Keystone Financial Group5,286$412K0.04%-2313F-HRTimeline
FAS Wealth Partners, Inc.5,271$411K0.03%+913F-HRTimeline
Goldstein Advisors, LLC5,251$409K0.06%+17313F-HRTimeline
CIBC WORLD MARKET INC.5,239$408K<0.01%-10313F-HRTimeline
JMG Financial Group, Ltd.5,231$408K0.01%013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC5,231$408K0.02%+25213F-HRTimeline
EWA, LLC5,169$403K0.15%-51013F-HRTimeline
Forum Private Client Group LLC5,148$401K0.17%-23313F-HRTimeline
Caliber Wealth Management, LLC / KS5,115$399K0.05%13F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC5,096$397K<0.01%-62113F-HRTimeline
Stablepoint Partners, LLC5,036$392K0.07%-11313F-HRTimeline
Sovereign Investment Advisors, LLC5,430$385K0.13%013F-HRTimeline
Blankinship & Foster, LLC4,910$383K0.1%013F-HRTimeline
Financial Perspectives, Inc4,851$378K0.13%013F-HRTimeline
K2 Financial Inc.4,684$376K0.37%+32013F-HRTimeline
PFG Advisors4,672$364K0.02%+4213F-HRTimeline
COWA, LLC4,631$361K0.15%+15013F-HRTimeline
Focus Financial Network, Inc.4,579$357K0.01%-3913F-HRTimeline
Peak Financial Management, Inc.4,468$348K0.1%013F-HRTimeline
Grey Fox Wealth Advisors, LLC4,447$347K0.09%-3813F-HRTimeline
Wilmington Savings Fund Society, FSB4,440$346K0.01%013F-HRTimeline
AMG National Trust Bank4,424$345K0.01%013F-HRTimeline
CARDIFF PARK ADVISORS, LLC4,415$344K0.03%-4113F-HRTimeline
Sage Capital Advisors,llc4,413$344K0.09%013F-HRTimeline
Integrated Advisors Network LLC4,407$343K0.02%-4213F-HRTimeline
Galvin, Gaustad & Stein, LLC4,358$340K0.03%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC4,319$337K<0.01%-1,87513F-HRTimelineGroup
Ackerman Capital Advisors, LLC4,300$335K0.09%013F-HRTimeline
James J. Burns & Company, LLC4,239$330K0.06%-513F-HRTimeline
Traction Financial Partners, LLC4,235$330K0.26%-62313F-HRTimeline
Bestgate Wealth Advisors, LLC4,234$330K0.68%013F-HRTimeline
TME FINANCIAL, INC.4,206$328K0.28%-31413F-HRTimeline
NewEdge Wealth, LLC4,063$317K0.01%+24313F-HRTimeline
Nabity-Jensen Investment Management Inc4,053$316K0.25%013F-HRTimeline
Summit Wealth Partners, LLC4,048$315K0.06%-12813F-HRTimeline
Syntegra Private Wealth Group, LLC4,013$313K0.04%+9913F-HRTimeline
Hibernia Wealth Partners, LLC4,002$312K0.22%-7013F-HRTimeline
Cresset Asset Management, LLC3,979$310K<0.01%-1313F-HRTimeline
Alesco Advisors, LLC, An ESL Co3,950$308K0.01%013F-HRTimeline
BRIGHTON JONES LLC3,891$303K0.01%+11113F-HRTimeline
TWO SIGMA SECURITIES, LLC3,886$303K0.05%new13F-HRTimeline
GDS Wealth Management3,839$299K0.03%-16813F-HRTimeline
CEERA INVESTMENTS, LLC3,810$297K0.1%013F-HRTimeline
Pathway Financial Advisors LLC3,779$294K0.05%-21713F-HRTimeline
Csenge Advisory Group3,626$290K0.02%+75913F-HRTimeline
Grayhawk Investment Strategies Inc.3,712$289K0.66%-33513F-HRTimeline
SteelPeak Wealth, LLC3,639$284K0.01%+2713F-HRTimeline
Arax Advisory Partners3,587$279K0.02%-50813F-HRTimeline
BCGM Wealth Management, LLC3,583$279K0.09%-2,22013F-HRTimeline
Family Capital Trust Co3,550$277K0.1%013F-HRTimeline
Kathmere Capital Management, LLC3,545$276K0.02%+13713F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC3,535$275K<0.01%new13F-HRTimeline
RAINEY & RANDALL WEALTH ADVISORS INC.3,517$274K0.05%013F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.3,489$272K0.14%+3213F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.3,479$271K<0.01%-3,61613F-HRTimeline
Diversified Enterprises, LLC3,471$270K0.02%new13F-HRTimeline
Centurion Wealth Management LLC3,781$267K0.08%013F-HRTimeline
Meridian Wealth Advisors, LLC3,390$264K0.04%013F-HRTimeline
Bond & Devick Financial Network, Inc.3,378$263K0.1%-84413F-HRTimeline
High Net Worth Advisory Group LLC3,361$262K0.07%-32213F-HRTimeline
Fisher Asset Management, LLC3,312$258K<0.01%new13F-HRTimeline
Fulton Bank, N.A.3,305$258K0.01%013F-HRTimeline
National Wealth Management Group, LLC3,303$257K0.17%-64313F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …3,259$254K0.01%-613F-HRTimelineGroup
RICHARDSON FINANCIAL SERVICES INC.3,250$253K0.19%+48313F-HRTimeline
Sowell Financial Services LLC3,248$253K0.01%new13F-HRTimeline
Bolthouse Investments, LLC3,220$251K0.26%013F-HRTimeline
VANGUARD GROUP INCin group VANGUARD GROUP INC3,218$251K<0.01%+4013F-HRTimelineGroup
Bristlecone Advisors, LLC3,215$251K0.02%013F-HRTimeline
COMMERCE BANKin group COMMERCE BANK3,193$249K<0.01%-2413F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.3,179$248K0.01%-82713F-HR/ATimelineGroup
First Citizens Financial Corp3,143$245K0.14%-28213F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC3,120$243K0.02%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC3,097$241K0.01%+81713F-HRTimeline
Medallion Wealth Advisors, LLC3,082$240K0.11%013F-HRTimeline
180 WEALTH ADVISORS, LLC3,076$240K0.04%-2013F-HRTimeline
Ellis Investment Partners, LLC3,067$239K0.05%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC3,060$238K0.01%-5613F-HRTimeline
Apeiron RIA LLC3,040$237K0.07%+8213F-HRTimeline
ELEVATE WEALTH ADVISORY, INC3,016$235K0.17%013F-HRTimeline
Baker Avenue Asset Management, LP3,007$234K0.01%new13F-HRTimeline
Independence Bank of Kentucky3,000$234K0.04%013F-HRTimeline
PRIVATE TRUST CO NA2,998$234K0.02%013F-HRTimeline
PDS Planning, Inc2,930$228K0.02%013F-HRTimeline
Alteri Wealth LLC2,894$226K0.1%-99113F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …2,816$220K0.01%new13F-HRTimelineGroup
Claro Advisors Inc.2,789$217K0.03%new13F-HRTimeline
Straight Path Wealth Management2,788$217K0.09%new13F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…2,781$217K0.01%-23013F-HRTimelineGroup
PLANNING DIRECTIONS INC2,761$215K0.09%-22413F-HRTimeline
Veery Capital, LLC2,745$214K0.08%new13F-HRTimeline
WARNER FINANCIAL, INC2,737$213K0.09%new13F-HRTimeline
MISSION WEALTH MANAGEMENT, LP2,731$213K0.01%new13F-HRTimeline
Blue Zone Wealth Advisors, LLC2,725$212K0.06%new13F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC2,724$212K<0.01%new13F-HRTimelineGroup
SYNOVUS FINANCIAL CORP2,718$212K<0.01%new13F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC2,699$210K<0.01%-1,64013F-HRTimelineGroup
ERn Financial, LLC2,677$209K0.03%-32613F-HRTimeline
Perennial Investment Advisors, LLC2,653$207K0.02%-33413F-HRTimeline
Sovereign Financial Group, Inc.2,630$205K0.05%new13F-HRTimeline
Christensen, King & Associates Investme…2,615$204K0.1%new13F-HRTimeline
Western Wealth Management, LLC2,602$203K0.01%new13F-HRTimeline
Summit X, LLC3,004$203K0.04%new13F-HRTimeline
Summit Financial, LLC2,591$202K0.01%new13F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding2,579$201K-352Timeline
Sunbelt Securities, Inc.2,567$200K0.02%+513F-HRTimeline
Smartleaf Asset Management LLC2,455$192K0.02%013F-HRTimeline
Asset Dedication, LLC2,419$188K0.02%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC2,393$186K<0.01%013F-HRTimelineGroup
SYM FINANCIAL Corp2,306$180K0.02%+43313F-HRTimeline
IFP Advisors, Inc2,259$176K0.01%-5213F-HRTimeline
Gen-Wealth Partners Inc2,245$175K0.07%013F-HRTimeline
Strengthening Families & Communities, L…1,941$151K0.09%013F-HRTimeline
CENTAURUS FINANCIAL, INC.1,905$148K0.01%-14013F-HRTimeline
HARBOUR INVESTMENTS, INC.1,797$140K<0.01%-8213F-HRTimeline
HM PAYSON & CO1,735$135K<0.01%013F-HRTimeline
Heck Capital Advisors, LLC1,715$134K0.02%-14,48213F-HRTimeline
AdvisorNet Financial, Inc1,702$133K0.01%+23713F-HRTimeline
Archer Investment Corp1,677$131K0.03%013F-HRTimeline
WHITTIER TRUST CO1,634$127K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust1,606$125K0.02%-71113F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC1,591$124K0.05%-67113F-HRTimeline
Noble Wealth Management PBC1,559$121K0.08%-10813F-HRTimeline
Transce3nd, LLC1,509$118K0.05%+20313F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN1,474$115K0.01%013F-HRTimeline
Paladin Advisory Group, LLC1,229$95.8K0.08%-85113F-HRTimeline
BARRETT & COMPANY, INC.1,212$94.4K0.04%013F-HRTimeline
Federation des caisses Desjardins du Qu…1,183$92.2K<0.01%-2613F-HRTimeline
Glass Jacobson Investment Advisors llc1,287$91K0.03%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp1,159$90.3K<0.01%new13F-HRTimelineGroup
Reyes Financial Architecture, Inc.1,147$89.4K0.07%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC977$76.1K0.01%013F-HRTimeline
Larson Financial Group LLC962$74.9K<0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,022$74.8K<0.01%+913F-HRTimelineGroup
Provident Wealth Management, LLC875$68.2K0.02%-2513F-HRTimeline
GPS Wealth Strategies Group, LLC873$68K0.01%013F-HRTimeline
Capital Investment Advisory Services, L…805$62.7K0.01%+56913F-HRTimeline
Running Point Capital Advisors, LLC785$61.2K0.02%-45713F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC743$57.9K<0.01%new13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC740$57.7K<0.01%-113F-HRTimelineGroup
WEBSTER BANK, N. A.650$50.6K0.01%013F-HRTimeline
EPG Wealth Management LLC638$49.7K0.01%013F-HRTimeline
WPG Advisers, LLC624$48.6K0.05%-33013F-HRTimeline
Integrity Financial Corp /WA623$48.5K0.03%013F-HRTimeline
Sandy Spring Bank580$45.2K<0.01%+28813F-HRTimeline
CoreCap Advisors, LLC561$43.7K<0.01%+14813F-HRTimeline
Beaird Harris Wealth Management, LLC560$43.6K<0.01%+29313F-HRTimeline
CKW FINANCIAL GROUP500$39K<0.01%013F-HRTimeline
Pineridge Advisors LLC492$38.3K0.01%new13F-HRTimeline