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Disclosery

EFG ISHARES TR

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ETF (fund)

980 managers (990 13F filers) reported a position in EFG shares at 2024-12-31, 148,421,920 shares in all. 69 filers opened a position and 51 filers sold out during the quarter.

Managers
980
13F filers
990
New
69
Added
496
Reduced
221
Sold out
51
Shares held by filers
148,421,920

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
JT Stratford LLC6,138$594K0.1%+75213F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC6,130$594K0.01%+20413F-HRTimeline
Pines Wealth Management, LLC6,034$584K0.25%13F-HRTimeline
Choate Investment Advisors6,025$583K0.01%013F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group6,001$581K0.07%-2,71413F-HRTimelineGroup
Harbour Capital Advisors, LLC5,906$573K0.13%013F-HRTimeline
Kelly Financial Services LLC5,908$573K0.21%+1,53413F-HR/ATimeline
Net Worth Advisory Group5,892$571K0.17%+213F-HRTimeline
Evercore Wealth Management, LLC5,877$569K0.01%-4,72313F-HRTimeline
Betterment LLC5,842$566K<0.01%-10913F-HRTimeline
MIdWestOne Financial Group, Inc.5,844$566K0.08%013F-HRTimeline
Gladstone Institutional Advisory LLC5,826$564K0.03%+44413F-HRTimeline
Summit Financial, LLC5,805$562K0.02%+1,36613F-HRTimeline
Elevated Capital Advisors, LLC5,757$557K0.15%-67913F-HRTimeline
PUREfi Wealth, LLC5,751$557K0.54%13F-HRTimeline
Fulcrum Equity Management5,738$556K0.55%+75713F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC5,727$555K0.02%-87013F-HRTimeline
Sachetta, LLC5,717$554K0.22%+50013F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…5,702$552K0.11%+1,74113F-HRTimelineGroup
Western Wealth Management, LLC5,682$550K0.04%-4,66813F-HR/ATimeline
Pinnacle Family Advisors, LLC5,680$550K0.27%+32413F-HRTimeline
WealthPlan Investment Management, LLC5,651$547K0.05%new13F-HRTimeline
Montecito Bank & Trust5,621$544K0.09%-38213F-HRTimeline
Perennial Investment Advisors, LLC5,614$544K0.06%+1,02313F-HRTimeline
MONECO ADVISORS, LLC5,526$535K0.06%+55013F-HR/ATimeline
MassMutual Private Wealth & Trust, FSB5,469$530K0.01%-2813F-HRTimeline
Vermillion & White Wealth Management Gr…5,423$525K0.39%-8413F-HRTimeline
Fund Evaluation Group, LLC5,385$521K0.02%new13F-HRTimeline
Birch Hill Investment Advisors LLC5,373$520K0.02%013F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp5,364$519K0.02%-38313F-HRTimelineGroup
Fairvoy Private Wealth, LLC5,350$518K0.14%13F-HRTimeline
ALERUS FINANCIAL NA5,300$513K0.04%013F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC5,231$507K0.02%new13F-HR/ATimeline
CONNING INC.in group CONNING INC.5,226$506K0.02%-1,45913F-HRTimelineGroup
GREENWOOD CAPITAL ASSOCIATES LLC5,202$504K0.07%-35,97813F-HRTimeline
NOVUS ADVISORS, LLC5,182$502K0.5%13F-HRTimeline
Independence Bank of Kentucky5,109$495K0.08%013F-HRTimeline
FineMark National Bank & Trust5,108$495K0.02%013F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT5,082$492K0.06%-34113F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP5,070$491K0.13%+61913F-HRTimeline
NewEdge Wealth, LLC5,066$491K0.01%-7713F-HRTimeline
Vantage Financial Partners, LLC5,062$490K0.12%-3,08913F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.5,007$485K0.23%013F-HRTimeline
BOSTON FINANCIAL MANGEMENT LLC4,981$482K0.01%013F-HRTimeline
Quantinno Capital Management LP4,980$482K<0.01%new13F-HRTimeline
Herold Advisors, Inc.4,962$480K0.1%+80713F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …4,918$476K0.01%-3,20713F-HRTimelineGroup
TrueWealth Advisors, LLC4,840$469K0.16%+93813F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC4,836$468K0.12%+74113F-HRTimelineGroup
Blue Oak Capital, LLC4,819$467K0.28%13F-HRTimeline
Rosenberg Matthew Hamilton4,791$464K0.12%+613F-HRTimeline
Syntegra Private Wealth Group, LLC4,760$461K0.05%+47513F-HRTimeline
Rappaport Reiches Capital Management, L…4,673$452K0.12%013F-HRTimeline
Aveo Capital Partners, LLC4,659$451K0.05%+83313F-HRTimeline
Midwest Heritage Bank, FSB4,642$449K0.21%-1,86813F-HRTimeline
Continuum Advisory, LLC4,562$442K0.06%+5613F-HRTimeline
Athena Investment Management4,528$438K0.25%-913F-HRTimeline
Avid Wealth Partners LLC4,527$438K0.31%new13F-HRTimeline
Lion Street Advisors, LLC4,493$435K0.14%+1,68713F-HRTimeline
MAI Capital Management4,484$434K<0.01%-8613F-HRTimeline
Composition Wealth, LLC4,424$428K0.01%new13F-HRTimeline
New Republic Capital, LLC4,374$424K0.28%+1,04713F-HRTimeline
REAP Financial Group, LLC4,288$415K0.1%-10513F-HRTimeline
Procyon Advisors, LLC4,283$415K0.03%new13F-HRTimeline
Unified Investment Management4,278$414K0.47%13F-HRTimeline
BEACON FINANCIAL PLANNING, INC4,267$413K0.24%+57713F-HRTimeline
Fermata Advisors, LLC4,261$413K0.08%+313F-HRTimeline
Hickory Point Bank & Trust4,174$404K0.36%13F-HRTimeline
Martin Worley Group4,173$404K0.25%13F-HRTimeline
Bogart Wealth, LLC4,170$404K0.02%013F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…4,148$402K0.02%-15113F-HRTimeline
Quartz Partners, LLC4,126$400K0.24%-28313F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC4,124$399K0.02%+113F-HRTimeline
MISSION WEALTH MANAGEMENT, LP4,121$399K0.01%-3,41513F-HRTimeline
Koshinski Asset Management, Inc.4,056$393K0.04%-14713F-HRTimeline
Lord & Richards Wealth Management, LLC4,041$391K0.83%13F-HRTimeline
Sound Financial Strategies Group, LLC4,040$391K0.33%-40113F-HRTimeline
Fisher Asset Management, LLC4,023$390K<0.01%+20113F-HRTimeline
DOLIVER ADVISORS, LP3,960$383K0.11%-5513F-HRTimeline
Heritage Family Offices, LLP3,910$379K0.19%+50313F-HRTimeline
Hilltop National Bank3,875$375K0.11%013F-HRTimeline
Simplicity Wealth,LLC3,872$375K0.08%-76,03613F-HRTimeline
Cornerstone Wealth Management, LLC3,864$374K0.03%-29313F-HRTimeline
Wolff Financial Management LLC3,865$374K0.1%-32013F-HRTimeline
MainStreet Investment Advisors LLC3,848$373K0.05%013F-HRTimeline
Ledyard National Bank3,830$371K0.03%-10013F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC3,687$371K0.04%013F-HRTimeline
Freedom Investment Management, Inc.3,806$369K0.03%+49113F-HRTimeline
Urban Financial Advisory Corp3,792$367K0.2%+2713F-HRTimeline
UMB Bank, n.a.3,769$365K0.01%-9113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
HUB Investment Partners, LLC3,743$362K0.02%+1,52513F-HRTimeline
Balentine LLC3,731$361K0.01%-36613F-HRTimeline
Hobart Private Capital, LLC3,728$361K0.09%-5313F-HRTimeline
Main Street Financial Solutions, LLC3,697$358K0.04%013F-HRTimeline
GHP Investment Advisors, Inc.3,692$357K0.02%-98413F-HRTimeline
Guidance Point Advisors, LLC3,663$355K0.1%new13F-HRTimeline
TD Capital Management LLC3,645$353K0.04%+2013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…3,615$350K0.01%013F-HRTimelineGroup
QRG CAPITAL MANAGEMENT, INC.3,602$349K<0.01%-80513F-HRTimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV3,601$349K0.11%-12813F-HRTimeline
Bragg Financial Advisors, Inc3,595$348K0.01%new13F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …3,510$340K0.01%+25013F-HRTimelineGroup
Northeast Financial Consultants Inc3,463$335K0.01%013F-HRTimeline
Beverly Hills Private Wealth, LLC3,438$333K0.07%-45613F-HRTimeline
Advyzon Investment Management, LLC3,430$332K0.13%13F-HRTimeline
Evanson Asset Management, LLC3,428$332K0.02%013F-HRTimeline
Milestone Asset Management Group, LLC3,416$331K0.3%13F-HRTimeline
Connecticut Wealth Management, LLC3,410$330K0.02%+1513F-HRTimeline
Cape Investment Advisory, Inc.3,405$330K0.13%+52413F-HRTimeline
Financial Perspectives, Inc3,391$328K0.11%-30213F-HRTimeline
CGN Advisors LLC3,383$328K0.03%-71013F-HRTimeline
Prime Capital Investment Advisors, LLC3,363$326K<0.01%-42413F-HRTimeline
Aspire Capital Advisors LLC3,355$325K0.09%-23513F-HRTimeline
Decker Retirement Planning Inc.3,353$325K0.19%13F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.3,330$322K0.02%new13F-HRTimelineGroup
EWA, LLC3,328$322K0.12%new13F-HRTimeline
Empirical Asset Management, LLC3,319$321K0.11%+70813F-HRTimeline
Veracity Capital LLC3,307$320K0.12%new13F-HRTimeline
Westfuller Advisors, LLC3,292$319K0.2%013F-HRTimeline
Bristlecone Advisors, LLC3,287$318K0.02%013F-HRTimeline
Laurel Wealth Advisors LLC3,269$316K0.05%013F-HRTimeline
Kovack Advisors, Inc.3,267$316K0.03%-5713F-HRTimeline
Aprio Wealth Management, LLC3,205$310K0.05%+2213F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…3,207$310K0.03%new13F-HRTimeline
Talisman Wealth Advisors LLC3,176$308K0.33%new13F-HRTimeline
Roehl & Yi Investment Advisors, LLC3,154$305K0.17%13F-HRTimeline
McGlone Suttner Wealth Management, Inc.3,101$300K0.05%+82613F-HRTimeline
Marcum Wealth, LLC3,074$298K0.03%new13F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…3,064$297K<0.01%013F-HRTimelineGroup
Argent Trust Co3,060$296K0.01%+7913F-HRTimeline
Financial Engines Advisors L.L.C.3,041$294K<0.01%+78313F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC3,031$293K<0.01%+1,03613F-HRTimelineGroup
Accurate Wealth Management, LLC3,023$292K0.06%-56213F-HRTimeline
Allworth Financial LP2,890$292K<0.01%-20213F-HRTimeline
Global Wealth Strategies & Associates3,004$291K0.09%013F-HRTimeline
Jaffetilchin Investment Partners, LLC2,943$285K0.02%+4613F-HRTimeline
Ausdal Financial Partners, Inc.2,930$284K0.02%+2413F-HRTimeline
Waldron Private Wealth LLC2,929$284K0.01%+57413F-HRTimeline
Midwest Capital Advisors, LLC2,928$284K0.21%13F-HRTimeline
Axim Planning & Wealth2,926$283K0.3%+98313F-HRTimeline
FORTRESS FINANCIAL GROUP, LLC2,894$280K0.28%13F-HRTimeline
KELLY FINANCIAL GROUP LLC2,887$280K0.1%13F-HRTimeline
SMART Wealth LLC2,878$279K0.1%+76013F-HRTimeline
GGM Financial LLC2,876$278K0.3%+1413F-HRTimeline
Family Firm, Inc.2,855$277K0.06%+2013F-HRTimeline
FSA Advisors, Inc.2,844$275K0.34%-39013F-HRTimeline
Community Financial Services Group, LLC2,832$274K0.05%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.2,767$271K<0.01%+1,26713F-HRTimelineGroup
Opal Wealth Advisors, LLC2,798$271K0.08%new13F-HRTimeline
Lokken Investment Group LLC2,778$269K0.12%+34413F-HRTimeline
STEPHEN J. GARRY & ASSOCIATES, LLC2,765$268K0.25%013F-HRTimeline
Farmers & Merchants Trust Co of Chamber…2,729$264K0.1%+40813F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC2,723$264K0.02%-46713F-HRTimeline
Essex Bankin group Essex Financial Services, Inc.2,696$261K0.06%-10013F-HRTimelineGroup
Wedmont Private Capital2,681$259K0.01%+2713F-HRTimeline
FLC Capital Advisors2,671$259K0.06%-48113F-HRTimeline
West Coast Financial LLC2,667$258K0.03%013F-HRTimeline
WRAPMANAGER INC2,628$254K0.07%-36113F-HRTimeline
Western Financial Corp/CA2,622$254K0.14%-1,21813F-HRTimeline
Belpointe Asset Management LLC2,365$253K0.02%+24213F-HRTimeline
CORTLAND ASSOCIATES INC/MO2,614$253K0.03%013F-HRTimeline
Madison Wealth Partners, Inc2,600$252K0.07%-15013F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC2,575$249K0.02%-1,11613F-HRTimeline
Modera Wealth Management, LLC2,563$248K<0.01%-34813F-HRTimeline
Able Wealth Management LLC2,556$247K0.16%-89813F-HRTimeline
ALTFEST L J & CO INC2,538$246K0.03%013F-HRTimeline
Gotham Asset Management, LLC2,535$245K<0.01%new13F-HRTimeline
Fortis Capital Advisors, LLC2,272$244K0.08%+14913F-HRTimeline
ERn Financial, LLC2,516$244K0.04%+3713F-HRTimeline
TAP Consulting, LLC2,515$244K0.05%+1713F-HRTimeline
Clarius Group, LLC2,505$243K0.02%013F-HRTimeline
GTS SECURITIES LLC2,500$242K0.01%new13F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC2,491$241K0.01%013F-HRTimeline
Synergy Financial Group, LTD2,473$239K0.2%013F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC2,464$239K0.02%+10613F-HRTimelineGroup
FLPUTNAM INVESTMENT MANAGEMENT CO2,459$238K<0.01%-1,70413F-HRTimeline
Miller Investment Management, LP2,455$238K0.03%013F-HRTimeline
My Personal CFO, LLC2,447$237K0.12%013F-HRTimeline
Tassel Capital Management, Inc.2,432$235K0.21%13F-HRTimeline
Haverford Trust Co2,397$232K<0.01%-1,40013F-HRTimeline
STAGE HARBOR FINANCIAL, LLC2,376$230K0.2%+15913F-HRTimeline
Fonville Wealth Management LLC2,375$230K0.08%-4413F-HRTimeline
Eagle Strategies LLC2,360$229K0.04%+12513F-HRTimeline
Yoffe Investment Management, LLC2,358$228K0.34%13F-HR/ATimeline
OAKWORTH CAPITAL, INC.2,355$228K0.02%013F-HRTimeline
BRASS TAX WEALTH MANAGEMENT, INC2,335$226K0.05%+713F-HRTimeline
Goldstein Advisors, LLC2,332$226K0.03%-28413F-HRTimeline
Weinberger Asset Management, Inc2,331$226K0.09%-40313F-HRTimeline
MONTAG & CALDWELL, LLC2,331$226K0.05%-2,00813F-HRTimeline
MEANS INVESTMENT CO., INC.2,303$223K0.02%-2013F-HRTimeline
Oregon Pacific Wealth Management, LLC2,298$223K0.22%13F-HRTimeline
WESBANCO BANK INC2,289$222K0.01%013F-HRTimeline
Taylor & Morgan Wealth Management, LLC2,250$218K0.15%+1613F-HRTimeline
Financial Partners Group, Inc2,232$216K0.03%-21513F-HRTimeline
Faithward Advisors, LLC2,216$215K0.04%-11613F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…2,203$213K0.07%+54013F-HRTimelineGroup
FF Advisors,LLC2,100$212K0.15%013F-HRTimeline
SilverOak Wealth Management LLC2,179$211K0.05%new13F-HRTimeline
Laird Norton Wetherby Wealth Management…2,169$210K0.01%-1,47413F-HRTimeline
Impact Partnership Wealth, LLC2,169$210K0.04%new13F-HRTimeline