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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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/22,974,021$1.62B0.15%+205,43513F-HRTimelineGroup
FMR LLCin group FMR LLC10,432,603$738M0.04%-859,45813F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.4,114,125$291M0.01%-76,91013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,119,454$150M0.01%+15,03813F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,735,370$123M-320,877Timeline
Wharton Business Group, LLC1,668,037$118M5.32%+438,79613F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,269,636$89.8M0.08%-62,61613F-HRTimelineGroup
Financial Engines Advisors L.L.C.965,385$68.3M0.14%+7,08813F-HRTimeline
LPL Financial LLC940,924$66.5M0.03%-44,63213F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC834,519$59M1.72%-163,42913F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV695,149$49.2M0.12%-216,33613F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN617,513$43.7M0.01%-10,90313F-HRTimelineGroup
UBS Group AGin group UBS Group AG602,682$42.6M0.01%+6,17513F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO576,666$40.8M0.05%-29,56313F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC501,799$35.5M0.01%-20,81713F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC412,617$29.2M0.01%13F-HR/ATimelineGroup
ALLIANCEBERNSTEIN L.P.412,083$29.1M0.01%+35,73513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA381,426$27M0.01%+3,82313F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC335,707$23.7M0.03%-3,52213F-HRTimeline
Amundiin group Amundi301,100$21.3M0.01%-8,60013F-HRTimelineGroup
Burt Wealth Advisors283,996$20.1M5.1%-2,82913F-HRTimeline
Cambridge Investment Research Advisors,…282,158$20M0.07%-187,60113F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management267,279$18.9M0.28%-19,29413F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\245,367$17.3M0.02%-9,13713F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC206,572$14.6M0.04%+1,49513F-HRTimelineGroup
Facet Wealth, Inc.195,680$14.3M0.38%+20,66113F-HRTimeline
Lester Murray Antman dba SimplyRich201,949$14.3M4.08%+5,60913F-HRTimeline
Cetera Investment Advisers197,917$14M0.03%-84,86613F-HRTimeline
Armbruster Capital Management, Inc.197,520$14M2.84%+3,50913F-HRTimeline
Mariner, LLCin group Mariner, LLC173,441$12.3M0.02%-3,34813F-HRTimelineGroup
Ledyard National Bank148,633$10.5M0.99%+8,70313F-HRTimeline
MML INVESTORS SERVICES, LLC148,428$10.5M0.04%-17,60513F-HRTimeline
CAPTRUST FINANCIAL ADVISORS146,756$10.4M0.03%-7,32013F-HRTimeline
CUTLER INVESTMENT COUNSEL LLC145,829$10.3M1.28%-36,35813F-HRTimeline
VAUGHAN & Co SECURITIES, INC.139,229$9.84M5.94%+3,55913F-HRTimeline
ANDERSON HOAGLAND & CO136,334$9.65M0.99%+44513F-HRTimeline
Apella Capital, LLC135,649$9.59M0.37%-25,99413F-HRTimeline
ASPIRIANT, LLC127,921$9.05M0.33%-3,46913F-HRTimeline
Rehmann Capital Advisory Group121,163$8.56M0.54%-64813F-HRTimeline
CHOREO, LLC117,042$8.28M0.12%-2,65713F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding116,052$8.21M-6,454Timeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.115,444$8.16M0.02%-18,01313F-HR/ATimelineGroup
ProVise Management Group, LLC114,962$8.13M0.7%-5,83313F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…114,716$8.11M0.02%+6,31613F-HR/ATimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO113,001$7.99M<0.01%+10,71613F-HRTimelineGroup
COMERICA BANK110,870$7.84M0.03%+4,74213F-HR/ATimeline
Geneos Wealth Management Inc.110,446$7.81M0.27%+21913F-HRTimeline
Symmetry Partners, LLC108,326$7.66M1.09%+44,02313F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.107,280$7.59M0.05%+46613F-HRTimeline
Magnus Financial Group LLC106,458$7.53M0.73%+85413F-HRTimeline
Well Done, LLC95,333$7.31M1.34%013F-HRTimeline
McNaughton Wealth Management, LLC102,354$7.24M3.49%+1,00613F-HRTimeline
Mission Creek Capital Partners, Inc.102,027$7.21M1.57%-2,40613F-HRTimeline
Creative Planningin group Creative Planning99,518$7.04M0.01%+33213F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP98,576$6.97M0.01%+10,91913F-HRTimelineGroup
HighTower Advisors, LLC97,477$6.89M0.01%-4,24013F-HRTimeline
Friedenthal Financial96,506$6.82M3.99%-35513F-HRTimeline
D.A. DAVIDSON & CO.94,745$6.7M0.05%-5,36413F-HRTimeline
Asset Management Group, Inc.82,682$5.85M1.04%-19,34313F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.78,307$5.54M0.01%+26,81813F-HRTimelineGroup
TRUSTMARK BANK TRUST DEPARTMENT78,159$5.53M0.41%-3,15013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP77,432$5.48M0.01%+41,74013F-HRTimelineGroup
Yeomans Consulting Group, Inc.76,586$5.42M2.03%-35,93113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP70,614$4.99M0.01%+3,75313F-HRTimelineGroup
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA69,366$4.9M0.03%+2,66513F-HRTimelineGroup
Estate Counselors, LLC68,609$4.85M0.52%+67513F-HRTimeline
Atria Wealth Solutions, Inc.68,369$4.83M0.05%-12613F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.65,533$4.63M0.04%-1,15413F-HRTimelineGroup
RWA WEALTH PARTNERS, LLC63,929$4.52M0.06%-2,12813F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…61,574$4.35M<0.01%-4,90113F-HRTimelineGroup
NewEdge Advisors, LLC60,477$4.28M0.03%-4,59613F-HRTimeline
World Investment Advisors58,531$4.14M0.11%+54,65813F-HRTimeline
CW Advisors, LLC57,122$4.04M0.06%-1,44913F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/54,570$3.86M<0.01%-12,69013F-HRTimelineGroup
TCV Trust & Wealth Management, Inc.53,622$3.79M0.35%-48613F-HRTimeline
Anchor Investment Management, LLC52,716$3.73M0.35%+2,63313F-HRTimeline
Kingsview Wealth Management, LLC48,352$3.42M0.07%new13F-HRTimeline
Sequoia Financial Advisors, LLC47,413$3.35M0.03%+44,04013F-HR/ATimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…46,434$3.28M0.03%-39413F-HRTimelineGroup
IMA Advisory Services, Inc.45,316$3.2M0.39%-9613F-HRTimeline
Integrated Wealth Concepts LLC44,692$3.16M0.04%+1,24513F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC44,327$3.13M<0.01%-13,80413F-HRTimelineGroup
Merit Financial Group, LLC43,023$3.04M0.05%-5,03213F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…42,869$3.03M0.01%+2,78013F-HRTimelineGroup
MorganRosel Wealth Management, LLC41,420$2.93M0.96%+1,48113F-HRTimeline
Samalin Investment Counsel, LLC41,205$2.91M1.25%-3,31213F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding40,988$2.9M+25,546Timeline
Wealthspire Advisors, LLC40,809$2.89M0.03%-13,45013F-HRTimeline
Physician Wealth Advisors, Inc.40,533$2.87M0.48%-5,15313F-HRTimeline
Private Advisor Group, LLC40,353$2.85M0.02%-3,36713F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC39,802$2.81M0.02%-21,04513F-HRTimelineGroup
Shore Point Advisors, LLC39,770$2.81M1.51%+92313F-HRTimeline
Advisory Services Network, LLC38,886$2.75M0.05%+5,20113F-HRTimeline
BridgePort Financial Solutions, LLC33,750$2.55M1.15%13F-HRTimeline
Visionary Wealth Advisors35,673$2.52M0.15%+11413F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding35,341$2.5M-127,696Timeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…34,628$2.45M0.24%+4,98513F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC32,235$2.28M0.09%-69513F-HRTimelineGroup
WOODMONT INVESTMENT COUNSEL LLC31,773$2.25M0.17%-83313F-HRTimeline
Brickley Wealth Management31,148$2.2M0.45%+28013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…31,032$2.19M0.09%013F-HRTimelineGroup
Prism Advisors, Inc.30,430$2.15M0.64%013F-HRTimeline
MAI Capital Management28,965$2.05M0.02%-64013F-HRTimeline
MATHER GROUP, LLC.27,418$1.94M0.03%+2713F-HRTimeline
OLD MISSION CAPITAL LLC27,350$1.93M0.05%-36,50713F-HRTimeline
Monterey Private Wealth, Inc.27,066$1.91M0.63%+32913F-HRTimeline
TPG Advisors LLC26,879$1.9M1.48%-1613F-HRTimeline
HBK Sorce Advisory LLC25,517$1.8M0.05%-1,83613F-HRTimeline
Mutual Advisors, LLC25,422$1.8M0.05%-97813F-HRTimeline
IHT Wealth Management, LLC25,168$1.78M0.06%+14313F-HRTimeline
Klingman & Associates, LLC24,903$1.76M0.11%+4213F-HRTimeline
Ausdal Financial Partners, Inc.24,791$1.75M0.15%-10613F-HRTimeline
Steward Partners Investment Advisory, L…24,530$1.73M0.02%+16813F-HRTimeline
Sanctuary Advisors, LLC23,254$1.71M0.01%-2,11013F-HRTimeline
TOWNSQUARE CAPITAL LLC23,099$1.63M0.02%-21913F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC22,782$1.61M<0.01%+12,99413F-HRTimelineGroup
Berger Financial Group, Inc22,608$1.6M0.11%-1,20913F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/22,345$1.58M<0.01%new13F-HRTimelineGroup
BROWN WEALTH MANAGEMENT, LLC21,968$1.55M0.55%-24613F-HRTimeline
UMB Bank, n.a.21,630$1.53M0.02%-4413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CVA Family Office, LLC21,106$1.49M0.24%-37413F-HRTimeline
SAWGRASS ASSET MANAGEMENT LLC21,093$1.49M0.16%-48213F-HRTimeline
Fortune Financial Advisors, LLC21,078$1.49M1.35%-66013F-HRTimeline
CGN Advisors LLC21,033$1.49M0.14%-22713F-HRTimeline
SageView Advisory Group, LLC20,663$1.46M0.06%-2,26213F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…20,612$1.46M0.04%+34013F-HRTimelineGroup
Independent Advisor Alliance20,529$1.45M0.02%new13F-HRTimeline
Beacon Pointe Advisors, LLC19,380$1.37M0.02%-5213F-HRTimeline
Janney Montgomery Scott LLC19,279$1.36M<0.01%+7,49013F-HRTimeline
Archford Capital Strategies, LLC19,259$1.36M0.21%-5,11413F-HRTimeline
Martin Worley Group19,047$1.35M0.84%13F-HRTimeline
Foster Victor Wealth Advisors, LLC19,018$1.35M0.1%-1,25513F-HRTimeline
Breakwater Capital Group19,023$1.35M0.27%-713F-HRTimeline
SHUFRO ROSE & CO LLC18,776$1.33M0.1%+4,27113F-HRTimeline
Peterson Wealth Advisors, LLC18,631$1.32M0.24%-4,70113F-HRTimeline
Aries Wealth Management18,150$1.28M0.35%-1,26413F-HRTimeline
Bell Investment Advisors, Inc17,987$1.27M0.24%-1,15513F-HRTimeline
Roof Eidam Maycock Peralta, LLC17,759$1.26M0.32%013F-HRTimeline
Allworth Financial LP17,566$1.25M0.01%-13,57013F-HRTimeline
HB Wealth Management, LLC17,671$1.25M0.01%-2,21813F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…17,397$1.23M0.03%+90813F-HRTimelineGroup
Bellwether Advisors, LLC17,013$1.2M0.22%-16213F-HRTimeline
KEELER & NADLER FINANCIAL PLANNING & WE…16,687$1.18M0.55%-3,93913F-HRTimeline
Foster Group, Inc.16,556$1.17M0.04%+52913F-HRTimeline
Tacita Capital Inc16,404$1.16M0.83%-14613F-HRTimeline
Prime Capital Investment Advisors, LLC16,382$1.16M0.02%-43813F-HRTimeline
Round Rock Advisors LLC16,349$1.16M0.24%-1,87913F-HRTimeline
Kathleen S. Wright Associates Inc.16,198$1.15M0.48%+20713F-HRTimeline
Heck Capital Advisors, LLC16,197$1.15M0.13%-65813F-HR/ATimeline
INVESTMENT PARTNERS, LTD.15,726$1.11M0.46%-36113F-HRTimeline
Farther Finance Advisors, LLC15,120$1.07M0.04%+13,85013F-HRTimeline
PCA Investment Advisory Services Inc.15,051$1.06M0.49%+18913F-HRTimeline
Capital Advisors, Ltd. LLC14,887$1.05M0.13%-3,39313F-HRTimeline
FOSTER & MOTLEY INC14,699$1.04M0.07%-3713F-HRTimeline
Perigon Wealth Management, LLC14,654$1.04M0.03%-60513F-HRTimeline
STOCK YARDS BANK & TRUST CO14,581$1.03M0.04%-2,94013F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…14,370$1.02M0.02%+17413F-HRTimelineGroup
CWM, LLCin group CWM, LLC14,237$1.01M<0.01%+20913F-HRTimelineGroup
Gateway Wealth Partners, LLC13,576$960K0.25%+5313F-HRTimeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…13,466$952K0.33%+13013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC13,326$942K0.01%+81513F-HRTimelineGroup
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…12,632$893K<0.01%+7113F-HR/ATimeline
Baker Ellis Asset Management LLC12,600$891K0.13%-25013F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding12,400$877K-1,018Timeline
CFS Investment Advisory Services, LLC12,127$858K0.08%+16313F-HRTimeline
Composition Wealth, LLC12,029$851K0.02%-5,44013F-HRTimeline
Shira Ridge Wealth Management11,685$826K0.4%-30113F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC11,634$823K0.06%+3,07913F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.11,501$813K0.01%+1,12113F-HRTimelineGroup
Quartz Partners, LLC11,464$811K0.49%-66513F-HRTimeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…11,394$806K0.17%013F-HRTimelineGroup
Nikulski Financial, Inc.11,213$793K0.23%-2,98413F-HRTimeline
Fragasso Financial Advisors Inc11,054$782K0.06%-4,40013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP10,958$775K0.07%013F-HRTimelineGroup
Hobbs Group Advisors, LLC10,878$769K0.29%013F-HRTimeline
Waldron Private Wealth LLC10,764$761K0.03%+9013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC10,758$761K0.01%+29013F-HRTimeline
Versant Capital Management, Inc10,629$752K0.16%+12913F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC10,492$742K0.19%+4,02213F-HR/ATimeline
Vestcor Inc10,347$732K0.02%+2,87513F-HRTimeline
Arcus Capital Partners, LLC10,241$726K0.23%+1,47113F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP10,222$723K<0.01%-1,48313F-HRTimelineGroup
Fiduciary Trust Coin group Fiduciary Trust Co10,219$723K0.01%-75013F-HRTimelineGroup
MOSAIC FAMILY WEALTH PARTNERS, LLC9,927$702K0.1%+1413F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC9,647$682K0.02%-2,20013F-HRTimeline
WESBANCO BANK INC9,502$672K0.02%-96313F-HRTimeline
EP Wealth Advisors, LLC9,372$663K0.01%+6,89613F-HRTimeline
Compound Planning, Inc.9,369$663K0.03%+4,04713F-HRTimeline
Empirical Asset Management, LLC9,245$654K0.22%+813F-HRTimeline
Mascoma Wealth Management LLC9,230$653K0.16%-35413F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…9,060$641K0.01%-3513F-HRTimelineGroup
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…9,031$639K0.05%+313F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC8,920$631K0.08%013F-HRTimeline
1900 WEALTH MANAGEMENT LLC8,910$630K0.05%-16313F-HRTimeline
&PARTNERS8,810$623K0.01%+87013F-HRTimeline
Premier Path Wealth Partners, LLC8,774$620K0.09%-7513F-HRTimeline
Hilltop Partners LLC8,670$613K0.21%+413F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …8,690$607K0.03%+6113F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources8,339$590K<0.01%+2,01613F-HRTimelineGroup
Quantinno Capital Management LP8,327$589K0.01%013F-HRTimeline