Skip to content
Disclosery

EFG ISHARES TR

Follow

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
Delta Investment Management, LLC2,157$209K0.04%+213F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…2,149$208K0.01%013F-HRTimelineGroup
White Lighthouse Investment Management …2,135$207K0.04%-4313F-HRTimeline
BCS Wealth Management2,130$206K0.05%new13F-HRTimeline
Welch & Forbes LLC2,127$206K<0.01%new13F-HRTimeline
CRITERION CAPITAL ADVISORS, LLC2,012$206K0.13%013F-HRTimeline
Neumann Capital Management, LLC2,125$206K0.07%013F-HRTimeline
CRA Financial Services, LLC2,125$206K0.04%013F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC2,123$206K0.04%+3413F-HRTimeline
Plante Moran Financial Advisors, LLC2,110$204K0.02%+12913F-HRTimeline
KEYVANTAGE WEALTH, LLC2,108$204K0.15%13F-HRTimeline
Bonfire Financial2,094$203K0.18%13F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC2,086$202K0.04%+16413F-HRTimeline
Global Financial Private Client, LLC2,083$202K0.08%+9713F-HRTimeline
AdvisorNet Financial, Inc2,079$201K0.02%-39,62213F-HRTimeline
W.H. Cornerstone Investments Inc.2,076$201K0.13%+613F-HRTimeline
Wellment Financial2,075$201K0.25%13F-HRTimeline
Hudson Portfolio Management LLC2,070$200K0.2%+15513F-HRTimeline
Family Office Research LLC2,068$200K0.09%13F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC2,040$198K0.11%013F-HRTimeline
AMERIFLEX GROUP, INC.1,897$193K0.09%13F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC1,967$190K0.02%013F-HRTimeline
HOWE & RUSLING INC1,961$190K0.02%+1,94513F-HRTimeline
Arax Advisory Partners1,909$185K0.01%+1,65013F-HRTimeline
Provenance Wealth Advisors, LLC1,783$173K0.02%013F-HRTimeline
Founders Financial Alliance, LLC1,776$172K0.05%+213F-HRTimeline
2UniFi Bank1,755$170K0.11%13F-HRTimeline
FIRST FINANCIAL CORP /IN/1,712$166K0.08%-14913F-HRTimeline
HAZLETT, BURT & WATSON, INC.1,676$162K0.07%+12113F-HRTimeline
JFS WEALTH ADVISORS, LLC1,636$158K0.01%013F-HRTimeline
Sage Mountain Advisors LLC1,616$156K0.01%+4213F-HRTimeline
Coppell Advisory Solutions LLC1,604$156K0.02%-16513F-HRTimeline
Glass Jacobson Investment Advisors llc1,606$156K0.05%-2413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Arlington Trust Co LLCin group Arlington Trust Co LLC1,553$150K0.03%013F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC1,469$143K<0.01%+22713F-HRTimelineGroup
MATRIX PRIVATE CAPITAL GROUP LLC1,460$141K0.08%-10013F-HRTimeline
Pineridge Advisors LLC1,406$136K0.05%-26613F-HRTimeline
Addison Advisors LLC1,398$135K0.04%013F-HRTimeline
WEBSTER BANK, N. A.1,295$125K0.01%013F-HRTimeline
Cornerstone Planning Group LLC1,218$124K0.03%-1,49513F-HRTimeline
Pinnacle Bancorp, Inc.1,243$120K0.04%+36013F-HRTimeline
Zions Bancorporation, N.A.1,212$117K0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC1,204$117K0.01%+88013F-HRTimeline
WHITTIER TRUST CO1,138$110K<0.01%+23813F-HRTimeline
Moisand Fitzgerald Tamayo, LLC1,123$109K0.02%+6313F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …1,121$109K0.02%+5213F-HRTimelineGroup
LOGAN CAPITAL MANAGEMENT INC1,110$108K<0.01%013F-HRTimeline
Element Wealth, LLC1,097$106K0.06%+69113F-HRTimeline
Hanson & Doremus Investment Management1,074$104K0.02%013F-HRTimeline
Beacon Capital Management, LLC983$95.2K0.01%-3913F-HRTimeline
Peterson Wealth Services960$93K0.03%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.949$91.9K<0.01%new13F-HRTimelineGroup
WOLFF WIESE MAGANA LLC945$91.5K0.06%+1013F-HRTimeline
FIRST COMMUNITY TRUST NA936$90.6K0.06%013F-HRTimeline
Sunbelt Securities, Inc.924$89.6K0.01%-10613F-HRTimeline
Murphy & Mullick Capital Management Corp902$87.3K0.08%13F-HRTimeline
TUCKER ASSET MANAGEMENT LLC866$83.9K0.01%-1813F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…749$76.2K<0.01%013F-HRTimeline
Sandy Spring Bank767$74.3K<0.01%-5013F-HRTimeline
Sugarloaf Wealth Management, LLC749$72.5K0.01%+7913F-HRTimeline
Indiana Trust & Investment Management Co735$71.2K0.02%013F-HRTimeline
Stonebridge Financial Group, LLC720$69.7K0.01%13F-HRTimeline
BALLAST ADVISORS LLC713$69K0.02%013F-HRTimeline
Mowery & Schoenfeld Wealth Management, …696$67.4K0.13%new13F-HRTimeline
TSFG, LLC671$65K0.01%+513F-HRTimeline
Atlantic Private Wealth, LLC639$61.9K0.05%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/599$58K<0.01%013F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC561$54.3K0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…545$52.8K0.01%+26613F-HRTimeline
HighMark Wealth Management LLC545$52.8K0.03%013F-HRTimeline
Wells Financial Advisors INC545$52.8K0.07%+30313F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …530$51.5K<0.01%013F-HRTimelineGroup
Kohmann Bosshard Financial Services, LLC527$51K0.01%new13F-HRTimeline
Centricity Wealth Management, LLC522$50.5K0.05%13F-HRTimeline
Frazier Financial Advisors, LLC519$50.4K0.04%+2613F-HRTimeline
Kings Path Partners LLC520$50.4K0.02%013F-HRTimeline
Mascoma Wealth Management LLC519$50.3K0.01%-25013F-HRTimeline
Wagner Wealth Management, LLC485$47K0.01%new13F-HRTimeline
Coston, McIsaac & Partners480$46K0.01%013F-HRTimeline
Missouri Trust & Investment Co460$44.5K0.02%new13F-HRTimeline
PSI Advisors, LLC453$43.9K0.01%new13F-HRTimeline
OPTIMUM INVESTMENT ADVISORS447$43.3K0.02%013F-HRTimeline
Hemington Wealth Management452$43K0.01%+33913F-HRTimeline
Integrity Financial Corp /WA437$42.3K0.02%new13F-HRTimeline
Bradley & Co. Private Wealth Management…422$40.9K0.03%13F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO413$40K<0.01%new13F-HRTimelineGroup
Colonial Trust Advisorsgroup of 2 filers holding393$38.1K+19Timeline
SouthState Bank Corpin group SouthState Bank Corp383$37.1K<0.01%-38913F-HRTimelineGroup
Cedar Mountain Advisors, LLC372$36K0.01%new13F-HRTimeline
CVA Family Office, LLC371$35.9K0.01%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP345$33.4K<0.01%+17813F-HRTimelineGroup
Bellwether Advisors, LLC337$32.6K0.01%new13F-HRTimeline
Qube Research & Technologies Ltd332$32.1K<0.01%+30813F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC320$31K<0.01%013F-HRTimeline
ADIRONDACK TRUST CO309$29.9K0.01%-45913F-HRTimeline
Perkins Coie Trust Co309$29.9K0.01%new13F-HRTimeline
ATMOS ADVISORY, LLC309$29.9K0.02%new13F-HRTimeline
Whipplewood Advisors, LLC305$29.5K0.02%13F-HRTimeline
Anchor Investment Management, LLC301$29.1K<0.01%013F-HRTimeline
Park Place Capital Corp297$28.8K0.01%013F-HRTimeline
Ruedi Wealth Management, Inc.286$27.7K0.01%013F-HRTimeline
Smartleaf Asset Management LLC284$27.6K<0.01%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…264$25.6K<0.01%new13F-HRTimelineGroup
Richardson Capital Management LLC261$25.2K0.02%-25213F-HRTimeline
Riverview Trust Co248$24K0.02%013F-HRTimeline
TRUST CO OF VERMONT238$23K<0.01%-113F-HRTimeline
Atlantic Edge Private Wealth Management…235$22.8K0.01%-62513F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC200$22K0.02%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.215$21K<0.01%+10113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
SIMPLEX TRADING, LLC200$19K<0.01%new13F-HRTimeline
ROGCO, LP188$18.2K0.01%013F-HRTimeline
SOUTHSTATE PRIVATE CAPITAL MANAGEMENT L…180$17.4K<0.01%013F-HRTimeline
EPG Wealth Management LLC178$17.3K<0.01%013F-HRTimeline
Tidemark, LLC174$16.9K0.01%+16913F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC171$16.6K0.01%13F-HRTimeline
WealthCollab, LLC167$16.2K0.01%+113F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC162$15.7K0.01%013F-HRTimeline
TD Waterhouse Canada Inc.156$15.1K<0.01%new13F-HRTimeline
Brooklyn Investment Group146$14.1K<0.01%new13F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC131$12.7K<0.01%-12113F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC129$12.5K0.01%-113F-HRTimeline
Glassman Wealth Services128$12.4K<0.01%new13F-HRTimeline
Dunhill Financial, LLC127$12.3K0.01%+113F-HRTimeline
Bernard Wealth Management Corp.120$11.6K0.01%13F-HR/ATimeline
Mendota Financial Group, LLC112$10.8K0.01%new13F-HRTimeline
Center for Financial Planning, Inc.110$10.7K<0.01%013F-HRTimeline
Smithfield Trust Co100$10K<0.01%013F-HRTimeline
HM PAYSON & CO100$9.68K<0.01%new13F-HRTimeline
Tortoise Investment Management, LLC100$9.68K<0.01%013F-HR/ATimeline
PFG Private Wealth Management, LLC94$9.1K0.01%-2913F-HRTimeline
IMG Wealth Management, Inc.92$8.91K0.01%13F-HRTimeline
New Millennium Group LLC89$8.62K0.01%+5813F-HRTimeline
Park Square Financial Group, LLC87$8.43K0.01%13F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.87$8.42K<0.01%013F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC84$8.13K<0.01%-14313F-HRTimeline
TANAKA CAPITAL MANAGEMENT INC81$8K0.02%013F-HRTimeline
DHJJ Financial Advisors, Ltd.79$7.65K<0.01%013F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC75$7.26K<0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC73$7.07K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Hurley Capital, LLC72$6.99K0.01%13F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC72$6.97K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC63$6.1K<0.01%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC61$5.91K<0.01%013F-HRTimeline
High Note Wealth, LLC58$5.62K<0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC56$5.42K<0.01%-2,40013F-HRTimeline
Roxbury Financial LLC51$5.2K0.01%13F-HRTimeline
Horizon Investments, LLC52$5.04K<0.01%new13F-HRTimeline
Caldwell Trust Co52$5.04K<0.01%new13F-HRTimeline
Morton Brown Family Wealth, LLC51$4.94K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…46$4.46K<0.01%013F-HRTimeline
Versant Capital Management, Inc43$4.16K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC42$4.07K<0.01%13F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC41$3.97K<0.01%new13F-HR/ATimeline
Clearstead Advisors, LLC40$3.87K<0.01%+1913F-HRTimeline
FPC INVESTMENT ADVISORY, INC.38$3.87K<0.01%013F-HRTimeline
AFFINITY WEALTH LLC37$3.58K<0.01%13F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners36$3.49K<0.01%013F-HRTimelineGroup
CALDWELL SUTTER CAPITAL, INC.35$3.39K<0.01%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS35$3.39K<0.01%-2913F-HRTimelineGroup
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC34$3.29K<0.01%013F-HRTimelineGroup
Archer Investment Corp34$3.29K<0.01%new13F-HRTimeline
OARSMAN CAPITAL, INC.32$3.14K<0.01%013F-HRTimeline
Trust Co31$3K<0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC31$3K<0.01%013F-HRTimeline
SITTNER & NELSON, LLC30$2.9K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.29$2.86K0.26%-28,34813F-HRTimeline
Lowe Wealth Advisors, LLC27$2.61K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC16$1.55K<0.01%new13F-HRTimeline
Front Row Advisors LLC11$1.06K<0.01%013F-HRTimeline
NFSG Corp11$1.06K<0.01%new13F-HRTimeline
SIGNATUREFD, LLC9$871<0.01%-9513F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC9$853<0.01%013F-HRTimeline
Abound Wealth Management6$586<0.01%+513F-HRTimeline
COUNTRY TRUST BANK6$581<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…6$581<0.01%013F-HRTimelineGroup
Global Trust Asset Management, LLC6$581<0.01%013F-HRTimeline
Gould Capital, LLC5$484<0.01%013F-HRTimeline
GAMMA Investing LLC4$387<0.01%013F-HRTimeline
Creekmur Asset Management LLC1$64<0.01%013F-HRTimeline
Legacy Financial Group LLC60,175$5.83B+6,99813F-HRTimelineValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.