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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
SALEM INVESTMENT COUNSELORS INC232$16.4K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Continuum Advisory, LLC222$15.7K<0.01%-1513F-HRTimeline
EASTERN BANK219$15.5K<0.01%new13F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC217$15.3K0.02%013F-HRTimeline
Stonebridge Financial Group, LLC216$15.3K<0.01%13F-HRTimeline
Roxbury Financial LLC199$14.7K0.01%13F-HRTimeline
PrairieView Partners, LLC205$14K<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC180$12.7K<0.01%013F-HRTimeline
C M BIDWELL & ASSOCIATES LTD177$12.5K0.01%013F-HRTimeline
Future Financial Wealth Managment LLC177$12.5K0.01%013F-HRTimeline
10Elms LLP177$12.5K0.01%13F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC176$12.4K0.01%013F-HRTimeline
Hexagon Capital Partners LLC176$12.4K<0.01%013F-HRTimeline
BOK Financial Private Wealth, Inc.168$11.9K<0.01%013F-HRTimeline
Parallel Advisors, LLC166$11.7K<0.01%-1713F-HRTimeline
North Star Investment Management Corp.161$11.4K<0.01%new13F-HRTimeline
Transcendent Capital Group LLC150$10.6K0.01%013F-HRTimeline
NorthRock Partners, LLC138$9.76K<0.01%013F-HR/ATimeline
HIGHLINE WEALTH PARTNERS LLC133$9.39K<0.01%+213F-HRTimeline
Key Financial Inc128$9.05K<0.01%013F-HRTimeline
Millstone Evans Group, LLC128$9.05K0.01%13F-HRTimeline
Sound Income Strategies, LLC118$8.37K<0.01%-6913F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…115$8.13K<0.01%new13F-HRTimelineGroup
Coppell Advisory Solutions LLC106$7.49K<0.01%-4513F-HRTimeline
Avion Wealth104$7K<0.01%013F-HRTimeline
Bangor Savings Bank99$7K<0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT89$6.26K<0.01%+213F-HRTimeline
Householder Group Estate & Retirement S…88$6K<0.01%-5013F-HRTimeline
PSI Advisors, LLC83$5.87K<0.01%new13F-HRTimeline
Vermillion Wealth Management, Inc.81$5.74K<0.01%13F-HRTimeline
Kiely Wealth Advisory Group, Inc.75$5.52K<0.01%013F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department69$4.88K<0.01%13F-HRTimelineGroup
LOGAN CAPITAL MANAGEMENT INC66$4.66K<0.01%+113F-HRTimeline
Creekmur Asset Management LLC60$4.22K<0.01%+113F-HRTimeline
Wood Tarver Financial Group, LLC63$4K<0.01%13F-HRTimeline
Rosenberg Matthew Hamilton53$3.75K<0.01%013F-HRTimeline
Darwin Wealth Management, LLC49$3.46K<0.01%013F-HR/ATimeline
Painted Porch Advisors LLC48$3.39K<0.01%013F-HRTimeline
Runnymede Capital Advisors, Inc.46$3.27K<0.01%13F-HRTimeline
Sugar Maple Asset Management, LLC46$3.25K<0.01%new13F-HRTimeline
AMERIFLEX GROUP, INC.43$3.13K<0.01%13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV44$3.09K<0.01%+113F-HRTimeline
Glen Eagle Advisors, LLC44$3.08K<0.01%013F-HRTimeline
ATWOOD & PALMER INC42$2.97K<0.01%new13F-HRTimeline
MOTCO39$2.76K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…35$2.48K<0.01%013F-HRTimelineGroup
OARSMAN CAPITAL, INC.34$2.4K<0.01%013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST31$2.19K<0.01%013F-HRTimeline
GAMMA Investing LLC31$2.19K<0.01%013F-HRTimeline
WR Wealth Planners, LLC29$2.05K<0.01%new13F-HRTimeline
TUCKER ASSET MANAGEMENT LLC28$1.98K<0.01%013F-HRTimeline
Abound Wealth Management27$1.93K<0.01%013F-HRTimeline
IAG Wealth Partners, LLC23$1.63K<0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.22$1.61K0.15%-21,92413F-HRTimeline
Iron Horse Wealth Management, LLC15$1.06K<0.01%013F-HRTimeline
AlphaMark Advisors, LLC20$1K<0.01%013F-HRTimeline
Horizon Investments, LLC13$919<0.01%013F-HRTimeline
HOWE & RUSLING INC12$849<0.01%new13F-HRTimeline
Clearstead Trust, LLC12$849<0.01%013F-HRTimeline
Jackson Hole Capital Partners, LLC12$849<0.01%013F-HRTimeline
Princeton Global Asset Management LLC11$778<0.01%013F-HRTimeline
Golden State Wealth Management, LLC10$707<0.01%13F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS7$495<0.01%new13F-HRTimelineGroup
Legacy Investment Solutions, LLC6$440<0.01%new13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…6$440<0.01%new13F-HRTimelineGroup
STUDIO INVESTMENT MANAGEMENT LLC1$71<0.01%013F-HRTimeline