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Disclosery

EFG ISHARES TR

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ETF (fund)

961 managers (970 13F filers) reported a position in EFG shares at 2025-03-31, 108,166,253 shares in all. 60 filers opened a position and 72 filers sold out during the quarter.

Managers
961
13F filers
970
New
60
Added
230
Reduced
517
Sold out
72
Shares held by filers
108,166,253

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
2UniFi Bank1,755$181K0.12%013F-HRTimeline
Provenance Wealth Advisors, LLC1,799$180K0.03%+1613F-HRTimeline
Lord & Richards Wealth Management, LLC1,752$175K0.2%-2,28913F-HRTimeline
Plante Moran Financial Advisors, LLC1,724$172K0.01%-38613F-HRTimeline
FIRST FINANCIAL CORP /IN/1,712$171K0.08%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.1,676$168K0.08%013F-HRTimeline
JFS WEALTH ADVISORS, LLC1,636$164K0.01%013F-HRTimeline
Sage Mountain Advisors LLC1,616$162K0.01%013F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management1,600$160K0.03%13F-HRTimelineGroup
Glass Jacobson Investment Advisors llc1,606$156K0.05%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC1,553$155K0.03%013F-HRTimelineGroup
Vermillion & White Wealth Management Gr…1,531$153K0.11%-3,89213F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC1,500$150K0.08%-54013F-HRTimeline
Addison Advisors LLC1,468$147K0.04%+7013F-HRTimeline
AMERIFLEX GROUP, INC.1,444$144K0.06%-45313F-HRTimeline
Pineridge Advisors LLC1,438$144K0.06%+3213F-HRTimeline
Cornerstone Planning Group LLC1,316$133K0.03%+9813F-HRTimeline
WEBSTER BANK, N. A.1,295$130K0.01%013F-HRTimeline
HOWE & RUSLING INC1,290$129K0.01%-67113F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC1,245$125K<0.01%-22413F-HRTimelineGroup
Pinnacle Bancorp, Inc.1,243$124K0.04%013F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC1,235$124K0.01%+12513F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…1,212$121K0.01%13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,343$121K<0.01%-1,42413F-HRTimelineGroup
GPS Wealth Strategies Group, LLC1,204$120K0.02%013F-HRTimeline
Global Financial Private Client, LLC1,195$120K0.05%-88813F-HRTimeline
WHITTIER TRUST CO1,140$114K<0.01%+213F-HRTimeline
Moisand Fitzgerald Tamayo, LLC1,123$112K0.02%013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …1,121$112K0.02%13F-HRTimelineGroup
Murphy & Mullick Capital Management Corp1,083$108K0.1%+18113F-HRTimeline
Hanson & Doremus Investment Management1,074$107K0.02%013F-HRTimeline
Beacon Capital Management, LLC983$98.3K0.01%013F-HRTimeline
Peterson Wealth Services960$96K0.03%013F-HRTimeline
WOLFF WIESE MAGANA LLC945$94.5K0.06%013F-HRTimeline
FIRST COMMUNITY TRUST NA936$93.6K0.08%013F-HRTimeline
Tidemark, LLC835$83.5K0.03%+66113F-HRTimeline
TUCKER ASSET MANAGEMENT LLC822$82.2K0.03%-4413F-HRTimeline
Sandy Spring Bank767$76.7K<0.01%013F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…749$75.7K<0.01%013F-HRTimeline
Clark Wealth Partners724$72.4K0.05%new13F-HRTimeline
Stonebridge Financial Group, LLC720$72K0.01%013F-HRTimeline
Indiana Trust & Investment Management Co711$71.1K0.03%-2413F-HRTimeline
Mowery & Schoenfeld Wealth Management, …696$69.6K0.14%013F-HRTimeline
BALLAST ADVISORS LLC681$68.1K0.02%-3213F-HRTimeline
TSFG, LLC671$67K0.01%013F-HRTimeline
Opal Wealth Advisors, LLC660$66K0.02%-2,13813F-HRTimeline
HOEY INVESTMENTS, INC639$63.9K0.01%new13F-HRTimeline
Atlantic Private Wealth, LLC639$63.9K0.05%013F-HRTimeline
Collier Financial622$62.2K0.05%-50,89713F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/599$59.9K<0.01%013F-HRTimelineGroup
Wells Financial Advisors INC595$59.5K0.08%+5013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp563$56.3K<0.01%+18013F-HRTimelineGroup
Abound Wealth Management556$55.6K0.02%+55013F-HRTimeline
Hughes Financial Services, LLC543$54.4K0.01%new13F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC534$53.4K<0.01%+50013F-HRTimelineGroup
Allspring Global Investments Holdings, …in group Allspring Global Investments …530$53.2K<0.01%013F-HRTimelineGroup
Centricity Wealth Management, LLC522$52.2K0.05%013F-HRTimeline
Kings Path Partners LLC520$52K0.03%013F-HRTimeline
Mascoma Wealth Management LLC519$51.9K0.01%013F-HRTimeline
Frazier Financial Advisors, LLC493$49.3K0.04%-2613F-HRTimeline
HighMark Wealth Management LLC485$48.5K0.03%-6013F-HRTimeline
Coston, McIsaac & Partners480$48K0.01%013F-HRTimeline
Missouri Trust & Investment Co460$46K0.02%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC451$45.1K<0.01%-11013F-HRTimeline
Hemington Wealth Management452$45K0.01%013F-HRTimeline
OPTIMUM INVESTMENT ADVISORS447$44.7K0.02%013F-HRTimeline
Integrity Financial Corp /WA437$43.7K0.02%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC435$43.5K<0.01%new13F-HRTimeline
Christopher J. Hasenberg, Inc423$42.4K0.02%new13F-HRTimeline
Bradley & Co. Private Wealth Management…422$42.2K0.03%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO413$41.3K<0.01%013F-HRTimelineGroup
MPWM ADVISORY SOLUTIONS, LLC406$40.6K0.03%+23513F-HRTimeline
Woodside Wealth Management LLC404$40.4K0.04%13F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding374$37.4K-19Timeline
CVA Family Office, LLC366$36.6K0.01%-513F-HRTimeline
QUADRANT CAPITAL GROUP LLC352$35.2K<0.01%new13F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP345$34.5K<0.01%013F-HRTimelineGroup
Whipplewood Advisors, LLC14,594$33.8K0.02%+14,28913F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC320$32K<0.01%013F-HRTimeline
ADIRONDACK TRUST CO309$30.9K0.01%013F-HRTimeline
Anchor Investment Management, LLC301$30.1K<0.01%013F-HRTimeline
Park Place Capital Corp297$29.7K0.01%013F-HRTimeline
AlphaCore Capital LLC292$29.2K<0.01%new13F-HRTimeline
Ruedi Wealth Management, Inc.286$28.6K0.01%013F-HRTimeline
Breakwater Investment Management275$27.5K0.01%new13F-HRTimeline
Bellwether Advisors, LLC274$27.4K0.01%-6313F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…270$27K<0.01%+613F-HRTimelineGroup
PSI Advisors, LLC269$26.9K0.01%-18413F-HRTimeline
Richardson Capital Management LLC261$26.1K0.02%013F-HRTimeline
Clearstead Advisors, LLC251$25.1K<0.01%+21113F-HRTimeline
Riverview Trust Co248$24.8K0.02%013F-HRTimeline
TRUST CO OF VERMONT238$23.8K<0.01%013F-HRTimeline
Atlantic Edge Private Wealth Management…235$23.5K0.01%013F-HRTimeline
Cedar Mountain Advisors, LLC209$20.9K<0.01%-16313F-HRTimeline
ROGCO, LP188$18.8K0.01%013F-HRTimeline
EPG Wealth Management LLC178$17.8K<0.01%013F-HRTimeline
IMG Wealth Management, Inc.170$17K0.02%+7813F-HRTimeline
WealthCollab, LLC167$16.7K0.01%013F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC162$16.2K0.02%013F-HRTimeline
TD Waterhouse Canada Inc.156$15.6K<0.01%013F-HRTimeline
MorganRosel Wealth Management, LLC155$15.5K<0.01%new13F-HRTimeline
Brooklyn Investment Group146$14.6K<0.01%013F-HRTimeline
Dunhill Financial, LLC141$14.1K0.01%+1413F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC135$13.5K<0.01%+6013F-HRTimeline
Glassman Wealth Services133$13.3K<0.01%+513F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC131$13.1K<0.01%013F-HRTimeline
Bernard Wealth Management Corp.120$12K0.01%013F-HRTimeline
Center for Financial Planning, Inc.110$11K<0.01%013F-HRTimeline
Smithfield Trust Co100$10K<0.01%013F-HRTimeline
Tortoise Investment Management, LLC100$10K<0.01%013F-HR/ATimeline
Nalls Sherbakoff Group, LLC100$10K0.01%13F-HRTimeline
PFG Private Wealth Management, LLC94$9.4K0.01%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.87$8.7K<0.01%013F-HRTimeline
Dakota Community Bank & Trust NA85$8.5K0.04%new13F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC84$8.4K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…82$8.2K<0.01%+7613F-HRTimelineGroup
TANAKA CAPITAL MANAGEMENT INC81$8K0.02%013F-HRTimeline
DHJJ Financial Advisors, Ltd.79$7.9K<0.01%013F-HRTimeline
PROFFITT & GOODSON INC75$7.5K<0.01%new13F-HRTimeline
New Millennium Group LLC74$7.4K<0.01%-1513F-HRTimeline
SALEM INVESTMENT COUNSELORS INC73$7.3K<0.01%013F-HRTimeline
Hurley Capital, LLC72$7.2K0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC72$7.2K<0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC65$6.5K<0.01%+3413F-HRTimeline
Barnes Dennig Private Wealth Management…65$6.5K0.01%13F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV64$6.44K<0.01%new13F-HRTimeline
Investors Research Corp63$6.3K<0.01%new13F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC61$6.1K<0.01%013F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC60$6.01K<0.01%-6913F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV64$6K<0.01%new13F-HRTimeline
High Note Wealth, LLC58$5.8K<0.01%013F-HRTimeline
Park Square Financial Group, LLC54$5.4K<0.01%-3313F-HRTimeline
Roxbury Financial LLC52$5.31K0.01%+113F-HRTimeline
Capital Investment Advisory Services, L…53$5.31K<0.01%+713F-HRTimeline
Horizon Investments, LLC52$5.2K<0.01%013F-HRTimeline
Morton Brown Family Wealth, LLC51$5.1K<0.01%013F-HRTimeline
Westside Investment Management, Inc.50$5K<0.01%new13F-HRTimeline
Versant Capital Management, Inc43$4.3K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC42$4.21K<0.01%013F-HRTimeline
Cypress Capital Management LLC (WY)42$4.2K0.01%new13F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC41$4.1K<0.01%013F-HRTimeline
AFFINITY WEALTH LLC37$3.7K<0.01%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners36$3.6K<0.01%013F-HRTimelineGroup
CALDWELL SUTTER CAPITAL, INC.35$3.5K<0.01%013F-HRTimeline
Trust Co31$3.1K<0.01%013F-HRTimeline
SITTNER & NELSON, LLC30$3K<0.01%013F-HRTimeline
Lowe Wealth Advisors, LLC27$2.7K<0.01%013F-HRTimeline
Asset Dedication, LLC23$2.3K<0.01%new13F-HRTimeline
CX Institutional15$2K<0.01%new13F-HRTimeline
Smallwood Wealth Investment Management,…12$1.2K<0.01%new13F-HRTimeline
NFSG Corp11$1.1K<0.01%013F-HRTimeline
North Capital, Inc.10$1K<0.01%13F-HRTimeline
SIGNATUREFD, LLC9$900<0.01%013F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC9$880<0.01%013F-HRTimeline
Global Trust Asset Management, LLC6$600<0.01%013F-HRTimeline
Signature Resources Capital Management,…6$600<0.01%new13F-HRTimeline
Fairway Wealth LLC6$600<0.01%new13F-HRTimeline
Gould Capital, LLC5$500<0.01%013F-HRTimeline
GAMMA Investing LLC4$400<0.01%013F-HR/ATimeline
Creekmur Asset Management LLC1$66<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-111,82713F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.