Skip to content
Disclosery

EFG ISHARES TR

Follow

ETF (fund)

982 managers (992 13F filers) reported a position in EFG shares at 2025-06-30, 101,030,566 shares in all. 71 filers opened a position and 48 filers sold out during the quarter.

Managers
982
13F filers
992
New
71
Added
348
Reduced
394
Sold out
48
Shares held by filers
101,030,566

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
BSW Wealth Partners2,021$226K0.03%-1413F-HRTimeline
Maple Capital Management, Inc.2,010$225K0.02%new13F-HRTimeline
Venture Visionary Partners LLC2,005$225K0.01%new13F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.1,986$222K0.01%-30613F-HRTimelineGroup
AVAII WEALTH MANAGEMENT, LLC1,977$221K0.1%new13F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC1,967$220K0.02%013F-HRTimeline
WRAPMANAGER INC1,964$220K0.05%-16513F-HRTimeline
Hudson Portfolio Management LLC1,950$218K0.2%-7013F-HRTimeline
Axim Planning & Wealth1,947$218K0.2%new13F-HRTimeline
Laird Norton Wetherby Wealth Management…1,934$217K0.01%13F-HRTimeline
Moors & Cabot, Inc.1,927$216K0.01%new13F-HRTimeline
NorthLanding Financial Partners, LLC1,900$213K0.19%new13F-HRTimeline
Cape Investment Advisory, Inc.1,890$212K0.08%-3513F-HRTimeline
ASPIRIANT, LLC1,888$211K0.01%new13F-HRTimeline
XML Financial, LLC1,869$209K0.02%new13F-HRTimeline
Plante Moran Financial Advisors, LLC1,852$207K0.01%+12813F-HRTimeline
Tranquility Partners, LLC1,849$207K0.07%new13F-HRTimeline
SilverOak Wealth Management LLC1,834$205K0.04%new13F-HRTimeline
Alhambra Investment Management LLC1,831$205K0.1%new13F-HRTimeline
Arax Advisory Partners1,817$204K0.01%-22613F-HRTimeline
Intelligence Driven Advisers, LLC1,807$202K0.03%new13F-HRTimeline
BRASS TAX WEALTH MANAGEMENT, INC1,804$202K0.04%new13F-HRTimeline
SCOTIA CAPITAL INC.1,800$202K<0.01%new13F-HRTimeline
MEANS INVESTMENT CO., INC.1,799$202K0.02%new13F-HRTimeline
2UniFi Bank1,755$197K0.11%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.1,722$194K0.08%+4613F-HRTimeline
JFS WEALTH ADVISORS, LLC1,636$183K0.01%013F-HRTimeline
FIRST FINANCIAL CORP /IN/1,633$183K0.08%-7913F-HRTimeline
Sage Mountain Advisors LLC1,616$181K0.01%013F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management1,600$179K0.03%013F-HRTimelineGroup
Arlington Trust Co LLCin group Arlington Trust Co LLC1,553$174K0.03%013F-HRTimelineGroup
Vermillion & White Wealth Management Gr…1,531$171K0.11%013F-HRTimeline
Wells Financial Advisors INC1,510$169K0.23%+91513F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC1,500$168K0.09%013F-HRTimeline
New Republic Capital, LLC1,479$166K0.06%-72113F-HRTimeline
Pineridge Advisors LLC1,453$163K0.06%+1513F-HRTimeline
Addison Advisors LLC1,353$152K0.04%-11513F-HRTimeline
Opal Wealth Advisors, LLC1,331$149K0.04%+67113F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,330$149K<0.01%-1313F-HRTimelineGroup
AMERIFLEX GROUP, INC.1,324$146K0.08%-12013F-HRTimeline
WEBSTER BANK, N. A.1,295$145K0.01%013F-HRTimeline
HOWE & RUSLING INC1,290$144K0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.1,243$139K0.04%013F-HRTimeline
Strategic Wealth Partners, Ltd.1,229$138K0.01%13F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…1,212$136K0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC1,205$135K0.02%+113F-HRTimeline
Founders Financial Alliance, LLC1,175$132K0.03%-66513F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC1,170$131K<0.01%-7513F-HRTimelineGroup
WHITTIER TRUST CO1,142$128K<0.01%+213F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …1,121$126K0.02%13F-HRTimelineGroup
Hanson & Doremus Investment Management1,074$120K0.02%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC1,060$119K0.02%-6313F-HRTimeline
Beacon Capital Management, LLC984$110K0.01%+113F-HRTimeline
Peterson Wealth Services960$108K0.03%013F-HRTimeline
WOLFF WIESE MAGANA LLC945$106K0.07%013F-HRTimeline
MeadowBrook Investment Advisors LLC891$99.8K0.09%new13F-HRTimeline
Cornerstone Planning Group LLC900$97.5K0.02%-41613F-HRTimeline
Murphy & Mullick Capital Management Corp902$96.9K0.08%-18113F-HRTimeline
Sunbelt Securities, Inc.924$89.4K0.01%new13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC780$87.4K0.01%+32913F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…749$83.9K<0.01%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC725$81.2K<0.01%+29013F-HRTimeline
Indiana Trust & Investment Management Co711$79.6K0.03%013F-HRTimeline
Mowery & Schoenfeld Wealth Management, …696$78K0.13%013F-HRTimeline
BALLAST ADVISORS LLC681$76.3K0.02%013F-HRTimeline
Tidemark, LLC666$74.6K0.02%-16913F-HRTimeline
HOEY INVESTMENTS, INC639$71.6K0.01%013F-HRTimeline
Atlantic Private Wealth, LLC639$71.6K0.05%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/599$67.1K<0.01%013F-HR/ATimelineGroup
SouthState Bank Corpin group SouthState Bank Corp563$63.1K<0.01%013F-HRTimelineGroup
Allspring Global Investments Holdings, …in group Allspring Global Investments …530$59.1K<0.01%013F-HRTimelineGroup
Centricity Wealth Management, LLC522$58.5K0.05%013F-HRTimeline
Kings Path Partners LLC520$58.2K0.02%013F-HRTimeline
Mascoma Wealth Management LLC519$58.1K0.01%013F-HRTimeline
Team Financial Group, LLC515$57.6K0.03%new13F-HRTimeline
FIRST COMMUNITY TRUST NA493$55.2K0.04%-44313F-HRTimeline
Frazier Financial Advisors, LLC493$55.2K0.04%013F-HRTimeline
LOWE BROCKENBROUGH & CO INC487$54.5K<0.01%new13F-HRTimeline
HighMark Wealth Management LLC485$54.4K0.03%013F-HRTimeline
Coston, McIsaac & Partners480$53K0.01%013F-HRTimeline
Missouri Trust & Investment Co460$51.5K0.02%013F-HRTimeline
Glass Jacobson Investment Advisors llc454$50.8K0.02%-1,15213F-HRTimeline
OPTIMUM INVESTMENT ADVISORS447$50.1K0.02%013F-HRTimeline
Hemington Wealth Management452$50K0.01%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp445$49.8K<0.01%new13F-HRTimelineGroup
Integrity Financial Corp /WA437$48.9K0.02%013F-HRTimeline
Christopher J. Hasenberg, Inc423$47.4K0.02%013F-HRTimeline
Bradley & Co. Private Wealth Management…422$47.3K0.03%013F-HRTimeline
Hughes Financial Services, LLC426$46.4K0.01%-11713F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC406$45.5K0.03%013F-HRTimeline
Woodside Wealth Management LLC404$45.2K0.04%013F-HRTimeline
West Financial Advisors, LLC386$43.2K0.01%new13F-HRTimeline
TUCKER ASSET MANAGEMENT LLC381$42.7K0.01%-44113F-HRTimeline
Asset Dedication, LLC374$41.9K<0.01%+35113F-HRTimeline
Capital A Wealth Management, LLC427$41.4K0.46%-86,87213F-HRTimeline
CVA Family Office, LLC366$41K0.01%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors360$40.3K0.01%-1413F-HRTimelineGroup
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP345$38.6K<0.01%013F-HRTimelineGroup
ELEVATE WEALTH ADVISORY, INC338$37.9K0.03%new13F-HRTimeline
TSFG, LLC333$37K0.01%-33813F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC319$35.8K<0.01%-113F-HRTimeline
Harbor Asset Planning, Inc.316$35.4K0.03%13F-HRTimeline
ADIRONDACK TRUST CO309$34.6K0.01%013F-HRTimeline
Clark Wealth Partners307$34.4K0.02%-41713F-HRTimeline
Whipplewood Advisors, LLC305$34.2K0.02%-14,28913F-HRTimeline
Anchor Investment Management, LLC301$33.7K<0.01%013F-HRTimeline
AlphaCore Capital LLC292$32.7K<0.01%013F-HRTimeline
Breakwater Investment Management275$30.8K0.01%013F-HRTimeline
Bellwether Advisors, LLC274$30.7K0.01%013F-HRTimeline
Richardson Capital Management LLC263$29.5K0.02%+213F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO253$28.3K<0.01%-16013F-HRTimelineGroup
Rice Partnership, LLC250$28K<0.01%new13F-HRTimeline
Riverview Trust Co248$27.8K0.03%013F-HRTimeline
Pandora Wealth, Inc.246$27.6K0.02%new13F-HRTimeline
Atlantic Edge Private Wealth Management…235$26.3K0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC234$26.2K<0.01%-30013F-HRTimelineGroup
Cedar Mountain Advisors, LLC211$23.6K<0.01%+213F-HRTimeline
ATWOOD & PALMER INC190$21.3K<0.01%new13F-HRTimeline
ROGCO, LP188$21.1K0.01%013F-HRTimeline
EPG Wealth Management LLC179$20K0.01%+113F-HRTimeline
Park Place Capital Corp173$19.3K<0.01%-12413F-HRTimeline
WealthCollab, LLC169$18.9K0.01%+213F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC162$18.1K0.02%013F-HRTimeline
WFA of San Diego, LLC157$17.6K0.01%13F-HRTimeline
TD Waterhouse Canada Inc.156$17.5K<0.01%013F-HRTimeline
MorganRosel Wealth Management, LLC155$17.4K<0.01%013F-HRTimeline
Dunhill Financial, LLC142$15.9K<0.01%+113F-HRTimeline
Crewe Advisors LLC140$15.7K<0.01%new13F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC131$14.7K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…126$14.1K<0.01%-14413F-HRTimelineGroup
Bernard Wealth Management Corp.120$13.4K0.01%013F-HRTimeline
Center for Financial Planning, Inc.110$12.3K<0.01%013F-HRTimeline
Glassman Wealth Services109$12.2K<0.01%-2413F-HRTimeline
Smithfield Trust Co100$12K<0.01%013F-HRTimeline
Tortoise Investment Management, LLC100$11.2K<0.01%013F-HRTimeline
Nalls Sherbakoff Group, LLC100$11.2K0.01%013F-HRTimeline
Clearstead Advisors, LLC97$10.8K<0.01%-15413F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.87$9.74K<0.01%013F-HRTimeline
MARSHALL & SULLIVAN INC /WA/85$9.52K<0.01%new13F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC84$9.41K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.79$8.85K<0.01%013F-HRTimeline
Quaker Wealth Management, LLC77$8.62K<0.01%new13F-HRTimeline
SALEM INVESTMENT COUNSELORS INC73$8.18K<0.01%013F-HR/ATimeline
Hurley Capital, LLC73$8.14K0.01%+113F-HRTimeline
Barnes Dennig Private Wealth Management…65$7.28K0.01%013F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV64$7.21K<0.01%013F-HRTimeline
Investors Research Corp63$7.06K<0.01%013F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV65$7K<0.01%+113F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC61$6.83K<0.01%013F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC60$6.74K<0.01%013F-HRTimeline
High Note Wealth, LLC58$6.5K<0.01%013F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC57$6.38K<0.01%new13F-HRTimeline
Park Square Financial Group, LLC54$6.05K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…53$5.95K<0.01%013F-HRTimeline
Providence Capital Advisors, LLC53$5.94K<0.01%new13F-HRTimeline
Horizon Investments, LLC52$5.82K<0.01%013F-HRTimeline
Roxbury Financial LLC52$5.82K0.01%013F-HRTimeline
Morton Brown Family Wealth, LLC51$5.71K<0.01%013F-HRTimeline
Westside Investment Management, Inc.50$5.6K<0.01%013F-HRTimeline
Versant Capital Management, Inc43$4.82K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC42$4.67K<0.01%013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC41$4.59K<0.01%013F-HRTimeline
NFSG Corp41$4.59K<0.01%+3013F-HRTimeline
AFFINITY WEALTH LLC37$4.14K<0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.35$3.92K<0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC34$3.81K<0.01%-3113F-HRTimeline
New Millennium Group LLC33$3.7K<0.01%-4113F-HRTimeline
POM Investment Strategies, LLC32$3.58K<0.01%new13F-HRTimeline
Trust Co31$3.47K<0.01%013F-HRTimeline
SITTNER & NELSON, LLC30$3.36K<0.01%013F-HRTimeline
Lowe Wealth Advisors, LLC27$3.02K<0.01%013F-HRTimeline
Darwin Wealth Management, LLC16$1.79K<0.01%new13F-HRTimeline
Smallwood Wealth Investment Management,…12$1.34K<0.01%013F-HRTimeline
North Capital, Inc.10$1.12K<0.01%013F-HRTimeline
SIGNATUREFD, LLC9$1.01K<0.01%013F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC9$996<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…6$672<0.01%-7613F-HRTimelineGroup
Global Trust Asset Management, LLC6$672<0.01%013F-HRTimeline
Fairway Wealth LLC6$672<0.01%013F-HRTimeline
GAMMA Investing LLC4$448<0.01%013F-HRTimeline
Creekmur Asset Management LLC1$74<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.