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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
FMR LLCin group FMR LLC9,160,689$714M0.05%-1,271,91413F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/4,278,968$333M0.03%-18,695,05313F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.4,130,950$322M0.01%+16,82513F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,049,160$160M0.01%-70,29413F-HRTimelineGroup
Wharton Business Group, LLC1,688,681$131M5.94%+20,64413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,586,553$124M-148,817Timeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,230,406$95.9M0.08%-39,23013F-HRTimelineGroup
Financial Engines Advisors L.L.C.953,067$74.3M0.16%-12,31813F-HRTimeline
LPL Financial LLC858,033$66.9M0.03%-82,89113F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC834,519$65M1.98%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV633,280$49.3M0.11%-61,86913F-HRTimeline
UBS Group AGin group UBS Group AG599,325$46.7M0.01%-3,35713F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN593,705$46.3M0.01%-23,80813F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO581,841$45.3M0.06%+5,17513F-HR/ATimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC578,822$45.2M0.01%+77,02313F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA461,030$35.9M0.01%+79,60413F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC420,429$32.8M0.01%+7,81213F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.388,089$30.2M0.01%-23,99413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC349,450$27.2M0.04%+13,74313F-HRTimeline
Amundiin group Amundi316,200$24.9M0.01%+15,10013F-HRTimelineGroup
Burt Wealth Advisors281,466$21.9M5.49%-2,53013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management268,860$20.9M0.3%+1,58113F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\260,766$20.3M0.03%+15,39913F-HRTimelineGroup
Geneos Wealth Management Inc.246,156$19.2M0.28%+135,71013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC234,377$18.3M0.05%+27,80513F-HRTimelineGroup
Facet Wealth, Inc.215,614$17.9M0.46%+19,93413F-HRTimeline
Lester Murray Antman dba SimplyRich203,486$15.9M4.59%+1,53713F-HRTimeline
Armbruster Capital Management, Inc.202,647$15.8M3.15%+5,12713F-HRTimeline
Cetera Investment Advisers186,725$14.5M0.03%-11,19213F-HRTimeline
Cambridge Investment Research Advisors,…184,172$14.4M0.05%-97,98613F-HRTimeline
Mariner, LLCin group Mariner, LLC166,911$13M0.02%-6,53013F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS159,132$12.4M0.03%+12,37613F-HRTimeline
Ledyard National Bank148,398$11.6M1.14%-23513F-HRTimeline
Wealth Advisors of Iowa, LLC146,815$11.4M4.92%new13F-HRTimeline
MML INVESTORS SERVICES, LLC142,174$11.1M0.04%-6,25413F-HRTimeline
ANDERSON HOAGLAND & CO145,243$10.6M1.26%+8,90913F-HRTimeline
Foundations Investment Advisors, LLC133,840$10.4M0.19%new13F-HRTimeline
GeoWealth Management, LLC133,315$10.4M0.42%new13F-HRTimeline
Creative Planningin group Creative Planning127,428$9.93M0.01%+27,91013F-HRTimelineGroup
ProVise Management Group, LLC124,813$9.73M0.83%+9,85113F-HRTimeline
Elevation Capital Advisory, LLC124,515$9.7M4.23%new13F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.120,497$9.39M0.06%+13,21713F-HRTimeline
Rehmann Capital Advisory Group113,377$8.83M0.56%-7,78613F-HRTimeline
CHOREO, LLC112,574$8.77M0.14%-4,46813F-HRTimeline
OLD MISSION CAPITAL LLC111,853$8.72M0.17%+84,50313F-HRTimeline
Symmetry Partners, LLC109,746$8.55M1.19%+1,42013F-HRTimeline
Magnus Financial Group LLC107,684$8.39M0.81%+1,22613F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding118,186$8.38M+2,134Timeline
COMERICA BANK107,143$8.35M0.04%-3,72713F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP105,924$8.25M0.01%+7,34813F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO101,618$7.92M<0.01%-11,38313F-HRTimelineGroup
CUTLER INVESTMENT COUNSEL LLC100,534$7.83M0.94%-45,29513F-HRTimeline
Apella Capital, LLC100,408$7.62M0.26%-35,24113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.97,564$7.61M0.02%-17,88013F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…97,357$7.59M0.01%-17,35913F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP96,171$7.53M0.01%+18,73913F-HR/ATimelineGroup
HighTower Advisors, LLC95,462$7.44M0.01%-2,01513F-HRTimeline
ASPIRIANT, LLC86,685$6.75M0.23%-41,23613F-HRTimeline
Well Done, LLC93,537$6.61M1.2%-1,79613F-HRTimeline
Asset Management Group, Inc.82,486$6.43M1.19%-19613F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.80,359$6.26M0.01%+2,05213F-HRTimelineGroup
Yeomans Consulting Group, Inc.80,103$6.24M2.41%+3,51713F-HRTimeline
Friedenthal Financial78,921$6.15M3.67%-17,58513F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT76,876$5.99M0.44%-1,28313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP76,036$5.92M0.01%+5,42213F-HRTimelineGroup
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA69,885$5.45M0.03%+51913F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding63,308$4.93M+22,320Timeline
Estate Counselors, LLC62,786$4.89M0.51%-5,82313F-HRTimeline
NewEdge Advisors, LLC59,986$4.67M0.03%-49113F-HRTimeline
RWA WEALTH PARTNERS, LLC57,459$4.48M0.06%-6,47013F-HRTimeline
Mission Creek Capital Partners, Inc.57,403$4.47M1.09%-44,62413F-HRTimeline
World Investment Advisors57,327$4.47M0.12%-1,20413F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…56,682$4.42M<0.01%-4,89213F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/56,156$4.38M<0.01%+1,58613F-HRTimelineGroup
Anchor Investment Management, LLC55,879$4.35M0.41%+3,16313F-HRTimeline
TCV Trust & Wealth Management, Inc.55,099$4.29M0.4%+1,47713F-HRTimeline
CW Advisors, LLC54,792$4.25M0.05%-2,33013F-HRTimeline
Atria Wealth Solutions, Inc.53,980$4.21M0.05%-14,38913F-HRTimeline
MOULTON WEALTH MANAGEMENT, INC51,837$4.04M3.08%new13F-HRTimeline
Merit Financial Group, LLC50,677$3.95M0.06%+7,65413F-HRTimeline
IMA Advisory Services, Inc.47,159$3.67M0.44%+1,84313F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…45,597$3.55M0.03%-83713F-HRTimelineGroup
Qube Research & Technologies Ltd44,977$3.5M0.01%+38,43813F-HRTimeline
Integrated Wealth Concepts LLC43,714$3.41M0.04%-97813F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…41,865$3.26M0.01%-1,00413F-HRTimelineGroup
AE Wealth Management LLC41,498$3.23M0.03%+38,74913F-HRTimeline
MorganRosel Wealth Management, LLC41,350$3.22M0.98%-7013F-HRTimeline
Private Advisor Group, LLC40,859$3.18M0.02%+50613F-HRTimeline
D.A. DAVIDSON & CO.40,414$3.15M0.03%-54,33113F-HRTimeline
Advisory Services Network, LLC39,543$3.08M0.06%+65713F-HRTimeline
Physician Wealth Advisors, Inc.38,835$3.03M0.52%-1,69813F-HRTimeline
Shore Point Advisors, LLC38,566$3.01M1.59%-1,20413F-HRTimeline
Rakuten Investment Management, Inc.37,753$2.96M0.01%13F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC37,501$2.92M0.02%-2,30113F-HR/ATimelineGroup
BridgePort Financial Solutions, LLC36,718$2.86M1.29%+2,96813F-HRTimeline
Samalin Investment Counsel, LLC36,400$2.84M1.15%-4,80513F-HRTimeline
Visionary Wealth Advisors36,095$2.81M0.17%+42213F-HRTimeline
Sequoia Financial Advisors, LLC34,739$2.71M0.02%-12,67413F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…34,722$2.71M0.28%+9413F-HRTimelineGroup
WOODMONT INVESTMENT COUNSEL LLC33,403$2.6M0.19%+1,63013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC32,301$2.52M0.09%+6613F-HRTimelineGroup
VAUGHAN & Co SECURITIES, INC.31,618$2.46M1.53%-107,61113F-HRTimeline
Brickley Wealth Management31,185$2.43M0.5%+3713F-HRTimeline
Prism Advisors, Inc.30,430$2.37M0.73%013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…30,390$2.37M0.1%-64213F-HRTimelineGroup
MAI Capital Management28,811$2.24M0.02%-15413F-HRTimeline
Mutual Advisors, LLC27,070$2.19M0.06%+1,64813F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding27,873$2.17M-7,468Timeline
MATHER GROUP, LLC.27,100$2.11M0.02%-31813F-HRTimeline
Monterey Private Wealth, Inc.27,066$2.11M0.62%013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp26,936$2.1M<0.01%+20,65013F-HRTimelineGroup
UMB Bank, n.a.26,284$2.05M0.03%+4,65413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
IHT Wealth Management, LLC26,047$2.03M0.06%+87913F-HRTimeline
Martin Worley Group25,960$2.02M1.15%+6,91313F-HRTimeline
LANARK FINANCIAL, INC.25,597$1.99M0.17%+25,57513F-HRTimeline
Klingman & Associates, LLC24,321$1.9M0.12%-58213F-HRTimeline
Ausdal Financial Partners, Inc.23,888$1.86M0.14%-90313F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding24,136$1.86M+11,736Timeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.23,173$1.81M0.02%-42,36013F-HRTimelineGroup
TOWNSQUARE CAPITAL LLC23,067$1.8M0.02%-3213F-HRTimeline
TPG Advisors LLC22,022$1.72M1.35%-4,85713F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC21,985$1.71M<0.01%-79713F-HRTimelineGroup
Berger Financial Group, Inc21,693$1.69M0.12%-91513F-HRTimeline
McNaughton Wealth Management, LLC21,444$1.67M0.81%-80,91013F-HRTimeline
J.W. COLE ADVISORS, INC.21,180$1.65M0.05%+14,52713F-HRTimeline
Sanctuary Advisors, LLC21,107$1.64M0.01%-2,14713F-HRTimeline
CVA Family Office, LLC21,006$1.64M0.25%-10013F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC20,832$1.62M0.56%-1,13613F-HRTimeline
HBK Sorce Advisory LLC20,830$1.62M0.05%-4,68713F-HRTimeline
Fortune Financial Advisors, LLC20,385$1.59M1.37%-69313F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…20,375$1.59M0.04%-23713F-HRTimelineGroup
Belpointe Asset Management LLC20,269$1.58M0.08%new13F-HRTimeline
CGN Advisors LLC20,013$1.56M0.15%-1,02013F-HRTimeline
Lloyd Advisory Services, LLC.20,008$1.56M0.78%new13F-HRTimeline
SageView Advisory Group, LLC19,954$1.55M0.07%-70913F-HRTimeline
Steward Partners Investment Advisory, L…19,941$1.55M0.01%-4,58913F-HRTimeline
Prime Capital Investment Advisors, LLC19,487$1.52M0.02%+3,10513F-HRTimeline
Breakwater Capital Group19,348$1.51M0.27%+32513F-HRTimeline
Beacon Pointe Advisors, LLC19,108$1.49M0.02%-27213F-HRTimeline
SAWGRASS ASSET MANAGEMENT LLC18,814$1.47M0.18%-2,27913F-HRTimeline
Aries Wealth Management18,740$1.46M0.4%+59013F-HRTimeline
Janney Montgomery Scott LLC18,601$1.45M<0.01%-67813F-HRTimeline
Archford Capital Strategies, LLC18,543$1.44M0.21%-71613F-HRTimeline
CWM, LLCin group CWM, LLC18,514$1.44M0.01%+4,27713F-HRTimelineGroup
SHUFRO ROSE & CO LLC18,493$1.44M0.11%-28313F-HRTimeline
Wealthspire Advisors, LLC18,445$1.44M0.01%-22,36413F-HRTimeline
Foster Victor Wealth Advisors, LLC18,296$1.42M0.11%-72213F-HRTimeline
Bell Investment Advisors, Inc17,862$1.39M0.26%-12513F-HRTimeline
HB Wealth Management, LLC17,571$1.37M0.01%-10013F-HRTimeline
Round Rock Advisors LLC17,364$1.35M0.25%+1,01513F-HRTimeline
Peterson Wealth Advisors, LLC18,470$1.35M0.26%-16113F-HRTimeline
Roof Eidam Maycock Peralta, LLC17,269$1.35M0.36%-49013F-HRTimeline
Bellwether Advisors, LLC17,075$1.33M0.28%+6213F-HRTimeline
Allworth Financial LP16,064$1.31M0.01%-1,50213F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC16,235$1.27M<0.01%-28,09213F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC16,200$1.26M<0.01%new13F-HRTimeline
Tacita Capital Inc16,144$1.26M0.91%-26013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…16,141$1.26M0.03%-1,25613F-HRTimelineGroup
Kathleen S. Wright Associates Inc.15,998$1.25M0.52%-20013F-HRTimeline
Foster Group, Inc.15,590$1.21M0.05%-96613F-HRTimeline
Arkadios Wealth Advisors15,461$1.2M0.05%new13F-HRTimeline
PCA Investment Advisory Services Inc.15,023$1.17M0.62%-2813F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…14,353$1.12M0.02%-1713F-HRTimelineGroup
Compound Planning, Inc.14,342$1.12M0.05%+4,97313F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC14,288$1.11M<0.01%new13F-HRTimelineGroup
Capital Advisors, Ltd. LLC13,926$1.08M0.14%-96113F-HRTimeline
Waldron Private Wealth LLC13,845$1.08M0.05%+3,08113F-HRTimeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…13,726$1.07M0.38%+26013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC13,702$1.07M0.01%+37613F-HRTimelineGroup
FOSTER & MOTLEY INC13,558$1.06M0.07%-1,14113F-HRTimeline
Gateway Wealth Partners, LLC13,476$1.05M0.24%-10013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC13,149$1.02M0.01%+7,07013F-HRTimelineGroup
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…12,887$1M<0.01%+25513F-HRTimeline
KEELER & NADLER FINANCIAL PLANNING & WE…12,801$1M0.45%-3,88613F-HRTimeline
Perigon Wealth Management, LLC12,626$984K0.03%-2,02813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…12,558$979K<0.01%new13F-HRTimelineGroup
Baker Ellis Asset Management LLC12,300$958K0.14%-30013F-HRTimeline
Callan Family Office, LLCin group Callan Family Office, LLC12,070$940K0.07%new13F-HRTimelineGroup
MAGNOLIA CAPITAL ADVISORS LLC11,868$925K0.25%+1,37613F-HRTimeline
CFS Investment Advisory Services, LLC11,838$922K0.08%-28913F-HRTimeline
Shira Ridge Wealth Management11,690$911K0.45%+513F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC11,075$863K0.01%+31713F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP10,958$854K0.08%013F-HRTimelineGroup
INVESTMENT PARTNERS, LTD.10,916$851K0.35%-4,81013F-HRTimeline
Clark Asset Management, LLC10,799$841K0.14%new13F-HRTimeline
Versant Capital Management, Inc10,629$828K0.14%013F-HRTimeline
MONECO ADVISORS, LLC10,523$820K0.08%+2,71313F-HR/ATimeline
Quantinno Capital Management LP10,244$798K0.01%+1,91713F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co10,219$796K0.01%013F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP10,204$795K<0.01%-1813F-HRTimelineGroup
MOSAIC FAMILY WEALTH PARTNERS, LLC9,927$774K0.11%013F-HRTimeline
Farther Finance Advisors, LLC9,909$773K0.02%-5,21113F-HRTimeline
SKY-MOUNTAIN CAPITAL MANAGEMENT, INC.9,665$753K0.64%13F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC9,647$752K0.03%013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…9,745$734K<0.01%+3,74813F-HR/ATimelineGroup
WESBANCO BANK INC9,368$730K0.03%-13413F-HRTimeline
EP Wealth Advisors, LLC9,296$724K0.01%-7613F-HRTimeline
Empirical Asset Management, LLC9,245$720K0.25%013F-HRTimeline
Mascoma Wealth Management LLC9,230$719K0.18%013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.9,210$718K0.01%-2,29113F-HRTimelineGroup