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Disclosery

EFV ISHARES TR

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SHS (fund)

1,232 managers (1,249 13F filers) reported a position in EFV shares at 2026-06-30, 272,198,462 shares in all. 80 filers opened a position and 95 filers sold out during the quarter.

Managers
1,232
13F filers
1,249
New
80
Added
377
Reduced
550
Sold out
95
Shares held by filers
272,198,462

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding34,058,633$2.61B-29,843,268Timeline
FMR LLCin group FMR LLC17,424,650$1.33B0.06%+436,94513F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\14,137,778$1.08B1.18%+163,95413F-HRTimelineGroup
LPL Financial LLC13,493,721$1.03B0.23%-7,354,79013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO10,814,234$828M0.05%-2,586,26413F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/9,571,701$733M0.05%-771,03413F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY9,234,472$707M0.04%-2,733,54413F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP7,542,634$574M0.23%+101,02713F-HRTimelineGroup
Dynasty Wealth Management, LLC4,699,261$360M2.67%+1,177,01413F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC4,537,921$347M0.07%-2,347,38113F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.4,200,484$312M0.1%+376,93413F-HRTimeline
Auto-Owners Insurance Coin group Auto-Owners Insurance Co3,963,000$303M6.85%-625,00013F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC3,462,556$265M1.66%-2,400,22813F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding3,069,917$235M-244,455Timeline
RiverFront Investment Group, LLC2,969,235$227M3.01%+166,31813F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,891,846$221M0.11%-152,59713F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.2,670,449$204M0.28%-45,66313F-HRTimelineGroup
MML INVESTORS SERVICES, LLC2,615,105$200M0.41%-1,322,04513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,419,152$185M0.03%-280,34513F-HRTimelineGroup
Hamilton Capital, LLC2,371,555$182M8.99%-24,86013F-HRTimeline
TIAAgroup of 4 filers holding2,258,716$173M-51,692Timeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,194,843$168M0.03%-330,78413F-HRTimelineGroup
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…2,182,943$167M3.01%+7,09913F-HRTimelineGroup
OpenArc Corporate Advisory, LLC2,176,670$167M1.98%+697,66813F-HRTimeline
Empirical Financial Services, LLC d.b.a…2,134,694$163M2.39%+125,48013F-HRTimeline
Cetera Investment Advisers2,126,809$163M0.15%-1,788,28213F-HRTimeline
Hackensack Meridian Health, Inc.2,101,000$161M10.86%+1,248,00013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,088,167$160M0.04%-114,95713F-HRTimelineGroup
SAGESPRING WEALTH PARTNERS, LLC2,080,637$159M2.45%+434,31813F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding1,969,039$151M+127,752Timeline
BlackRock, Inc.in group BlackRock, Inc.1,950,110$149M<0.01%-296,73713F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC1,892,172$145M0.15%+1,003,54213F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,829,754$140M0.07%+50,73913F-HRTimelineGroup
Composition Wealth, LLC1,718,610$132M1.54%-348,50513F-HRTimeline
Savant Capital, LLC1,522,673$118M0.35%+319,26213F-HRTimeline
Merit Financial Group, LLC1,524,185$117M0.72%-845,94213F-HR/ATimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers1,516,211$116M0.13%+502,29413F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,330,566$102M0.12%+93,51513F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP1,312,054$100M0.12%-1,080,61813F-HRTimelineGroup
Janney Montgomery Scott LLC1,300,382$99.5M0.19%-1,398,64213F-HRTimeline
Modera Wealth Management, LLC1,284,516$98.3M1.05%-50,57013F-HRTimeline
Alesco Advisors, LLC, An ESL Co1,283,914$98.3M2.25%-13,56113F-HRTimeline
M&T Bank Corpin group M&T Bank Corp1,236,800$94.7M0.28%+42,83513F-HRTimelineGroup
NewEdge Advisors, LLC1,235,409$94.6M0.28%-1,208,16613F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp1,157,058$88.6M0.01%-1,324,43113F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC1,086,906$83.2M0.1%-390,49413F-HRTimeline
Beacon Pointe Advisors, LLC1,070,367$81.9M0.38%+104,89513F-HRTimeline
ASPIRIANT, LLC1,061,079$81.2M2.01%-8,47413F-HRTimeline
Sanctuary Advisors, LLC1,040,740$79.7M0.37%-719,95313F-HRTimeline
OneDigital Investment Advisors LLC1,016,945$77.8M0.66%-905,02713F-HRTimeline
SOFI WEALTH, LLC1,010,564$77.4M3.11%+53,81013F-HRTimeline
Foundations Investment Advisors, LLC925,724$70.9M0.73%-1,033,92813F-HRTimeline
AE Wealth Management LLC906,149$69.4M0.32%-23,61113F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding887,723$68M+38,491Timeline
Financial Synergies Wealth Advisors, In…877,262$67.2M5.69%-21,89513F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding893,002$66.9M+100,684Timeline
Pacific Life Fund Advisors LLC852,714$65.3M7.18%+392,15613F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV832,940$63.8M0.08%+268,77813F-HR/ATimeline
BRAVE ASSET MANAGEMENT INC820,429$62.8M13.43%+82,77013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC774,251$59.3M0.03%+455,84513F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP769,246$58.9M0.05%-507,89413F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC735,092$56.3M0.16%-134,35813F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC732,006$56M0.07%-310,36013F-HRTimelineGroup
JB Capital LLC691,188$52.9M1.83%-918,57813F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …637,522$48.8M0.07%+258,18213F-HRTimelineGroup
Prosperity Consulting Group, LLC626,287$47.9M1.81%+46,78413F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding624,419$47.8M-37,792Timeline
1607 Capital Partners, LLC593,884$45.5M3.96%+314,88413F-HRTimeline
FIRST AMERICAN TRUST, FSB576,447$44.1M2.66%-11,40813F-HRTimeline
Cambridge Investment Research Advisors,…551,628$42.2M0.09%-265,37413F-HR/ATimeline
FRANKLIN RESOURCES INCin group Franklin Resources543,300$41.6M0.01%+69,42113F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC530,307$40.6M<0.01%-22,04613F-HRTimelineGroup
Octavia Wealth Advisors, LLC530,172$40.6M3.5%+25,39213F-HRTimeline
WALLER FINANCIAL PLANNING GROUP, INC519,921$39.8M8.2%+8,61813F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…512,138$39.2M0.06%-17,52813F-HRTimelineGroup
Waverly Advisors, LLC505,703$38.7M0.22%+36313F-HRTimeline
HighTower Advisors, LLC496,401$38M0.04%-28,05313F-HRTimeline
EP Wealth Advisors, LLC491,391$37.6M0.14%-1,26313F-HRTimeline
UMB Bank, n.a.481,123$36.8M0.47%-23,76813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…479,937$36.7M0.2%-657,25213F-HRTimelineGroup
Elgethun Capital Management472,684$36.2M5.04%+15,28813F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…464,683$35.6M0.06%-432,81013F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS464,429$35.6M0.05%-9,60113F-HRTimeline
Affinity Capital Advisors, LLC442,403$34.7M4.29%+18,05413F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/446,661$34.2M0.01%+13,82713F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…412,652$32.3M0.05%-104,82213F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…411,458$31.5M0.27%+89,39013F-HRTimelineGroup
Townsend & Associates, Inc395,138$30.8M2.62%-2,99213F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS390,780$29.9M0.02%+387,57413F-HRTimelineGroup
IHT Wealth Management, LLC381,585$29.2M0.62%-63,82313F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC370,014$28.3M0.52%+5,31313F-HRTimeline
Icon Wealth Advisors, LLC367,357$28.1M1.69%-269,21813F-HRTimeline
BOKF, NAin group BOKF, NA362,180$27.7M0.38%+13,58913F-HRTimelineGroup
Farther Finance Advisors, LLC351,408$26.9M0.21%-129,03013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC351,113$26.9M0.01%+40,15013F-HRTimelineGroup
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD339,566$26M0.06%+330,90013F-HRTimelineGroup
One Capital Management, LLC345,574$25.7M0.71%013F-HRTimeline
INTEGRITY ALLIANCE, LLC.329,694$25.2M0.79%-160,79713F-HRTimeline
Atria Investments, Inc314,256$24.1M0.24%-380,94513F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC311,301$23.8M0.03%-219,33713F-HRTimelineGroup
Arete Wealth Advisors, LLC305,937$23.4M1.55%-9,90713F-HR/ATimeline
Bruce G. Allen Investments, LLC303,162$23.2M14.79%-15,53313F-HRTimeline
Integrated Wealth Concepts LLC302,405$23.1M0.11%+16,49413F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC276,887$21.2M0.63%-169,40313F-HRTimelineGroup
INTEGRATED CAPITAL MANAGEMENT, INC.275,128$21.1M14.69%+14,78213F-HRTimeline
Verdence Capital Advisors LLC273,196$20.9M1.1%+4,51713F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC270,141$20.7M0.15%+10,59013F-HRTimeline
Plancorp, LLC264,652$20.7M0.5%+13,69913F-HRTimeline
Marks Group Wealth Management, Inc267,272$20.5M1.78%-179,19213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…264,763$20.3M0.02%-159,04913F-HRTimelineGroup
FAS Wealth Partners, Inc.261,784$20M1.04%+46313F-HRTimeline
Ball & Co Wealth Management Inc.257,929$19.7M14%+7,48013F-HRTimeline
Wakefield Asset Management LLLPin group Wakefield Asset Management LL…252,913$19.4M4.36%+24,67213F-HRTimelineGroup
BARROW HANLEY MEWHINNEY & STRAUSS LLC251,480$19.3M0.06%new13F-HRTimeline
Vise Technologies, Inc.246,568$18.9M0.21%+192,55413F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp246,269$18.9M0.45%+18,79513F-HRTimelineGroup
Diversify Advisory Services, LLCgroup of 2 filers holding236,434$18.8M+28,277Timeline
Meridian Wealth Partners, LLC241,314$18.5M2.24%+5,13413F-HRTimeline
Checchi Capital Advisers, LLC240,395$18.4M1.17%+58813F-HRTimeline
Summit Trail Advisors, LLC238,568$18.3M0.23%+42113F-HRTimeline
Elevated Financial Group LLC237,455$18.2M5.13%+22,94513F-HRTimeline
MA Private Wealth237,000$18.1M2.7%-20,40913F-HRTimeline
GREENLEAF TRUST234,257$17.9M0.17%-5,30613F-HRTimeline
Creative Planningin group Creative Planning234,205$17.9M0.01%+4,95813F-HRTimelineGroup
HEMMING& WEALTH MANAGEMENT, INC.231,646$17.7M10.79%+3,08513F-HRTimeline
Accredited Investors Inc.231,526$17.7M0.77%-3,27513F-HRTimeline
CITIGROUP INCin group CITIGROUP INC231,514$17.7M0.01%+20,70813F-HRTimelineGroup
FINANCIAL LIFE ADVISORS229,096$17.5M4.99%-5,61513F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP226,909$17.4M0.02%+3,11713F-HR/ATimelineGroup
World Investment Advisors230,570$17.3M0.29%-68,24313F-HRTimeline
Robertson Stephens Wealth Management, L…223,911$17.1M0.42%-4,19413F-HRTimeline
MGO ONE SEVEN LLC223,905$17.1M0.28%-225,87713F-HRTimeline
Kingdom Financial Group LLC.223,583$17.1M4.37%+21,80913F-HRTimeline
BLAIR WILLIAM & CO/IL216,505$16.6M0.04%+2,87613F-HRTimeline
Ashton Thomas Private Wealth, LLC215,428$16.5M0.34%-56,36613F-HRTimeline
FIDUCIENT ADVISORS LLC211,734$16.2M2.32%+5,49013F-HRTimeline
Aptus Capital Advisors, LLC205,555$15.7M0.11%+12,44713F-HRTimeline
Sequoia Financial Advisors, LLC203,677$15.6M0.08%+3,27213F-HRTimeline
Orion Porfolio Solutions, LLC202,554$15.5M0.12%-152,55313F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC200,228$15.3M0.11%-13,76113F-HRTimeline
Strategic Blueprint, LLC199,365$15.3M0.76%-107,37313F-HRTimeline
HighMark Wealth Management LLC199,183$15.2M5.11%-21,15813F-HRTimeline
L2 Asset Management, LLC197,547$15.1M1.57%+12,79813F-HRTimeline
Pinnacle Wealth Planning Services, Inc.195,509$15M1.43%+6,51613F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC194,912$14.9M0.03%+70,39213F-HRTimelineGroup
Integrated Capital Management, LLC191,335$14.6M5.28%+6,02313F-HRTimeline
Baker Avenue Asset Management, LP189,381$14.5M0.28%+1,54413F-HRTimeline
UNIQUE WEALTH, LLC185,555$14.2M1.66%+35,08713F-HRTimeline
Quent Capital, LLC179,380$13.7M0.84%-19813F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC178,309$13.6M0.26%-13,52213F-HRTimelineGroup
&PARTNERS177,484$13.6M0.06%-129,22213F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC175,178$13.4M0.76%+4,01113F-HRTimeline
Stone House Investment Management, LLC174,577$13.4M1.78%-209,07313F-HRTimeline
SAX WEALTH ADVISORS, LLC179,221$13.3M0.54%-1,68613F-HRTimeline
CSM Advisors, LLC172,522$13.2M0.28%-15,04313F-HRTimeline
LifeWealth Investments, LLC171,963$13.2M3.52%+11,05513F-HRTimeline
Global Retirement Partners, LLC169,964$13M0.2%13F-HRTimeline
Keebeck Wealth Management168,799$12.9M1.26%-64,20713F-HRTimeline
Van Hulzen Asset Management, LLC167,256$12.8M0.91%-1,77013F-HRTimeline
BIP Wealth, LLC166,410$12.7M0.36%+14,76113F-HRTimeline
Valence8 US LP166,318$12.7M4.24%-111,64613F-HRTimeline
Cardinal Strategic Wealth Guidance163,713$12.5M2.84%-164,90413F-HRTimeline
Sharkey, Howes & Javer163,437$12.5M1.51%-175,08413F-HRTimeline
TD Waterhouse Canada Inc.160,087$12.3M0.03%+58,65313F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC162,787$12.1M1.52%013F-HRTimeline
Advisory Services Network, LLC158,237$12.1M0.14%-24,81013F-HRTimeline
RTD Financial Advisors, Inc.158,110$12.1M1.32%-3,04213F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC157,489$12.1M3.24%+9,42613F-HRTimeline
Shum Financial Group, Inc.155,552$11.9M7.18%+5,39013F-HRTimeline
Farmers & Merchants Trust Co of Chamber…155,426$11.9M3.02%+2,23613F-HRTimeline
Perigon Wealth Management, LLC151,231$11.6M0.18%-181,10313F-HRTimeline
N.E.W. Advisory Services LLC144,126$11M0.74%+8,76113F-HRTimeline
Central Pacific Bank - Trust Division143,948$11M1.12%+79,38213F-HRTimeline
Forthright Family Wealth Advisory LLC143,040$10.9M6.2%-53113F-HRTimeline
McLean Asset Management Corp135,356$10.9M1.45%-4,46613F-HRTimeline
Arax Advisory Partners142,918$10.9M0.07%+77,64713F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding142,883$10.9M-51,823Timeline
Centerline Wealth Advisors, LLC142,167$10.9M3.41%+29,21513F-HRTimeline
Snowden Capital Advisors LLC142,116$10.9M0.26%-3,89213F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC141,906$10.9M0.04%-243,15413F-HRTimelineGroup
Maia Wealth LLC140,657$10.8M1.59%-18,02813F-HRTimeline
BOK Financial Private Wealth, Inc.140,640$10.8M0.55%-3,07213F-HRTimeline
HOWARD BAILEY SECURITIES, LLC140,003$10.7M4.02%+4,00413F-HRTimeline
Prospera Financial Services Inc137,070$10.5M0.15%+7,35813F-HRTimeline
STALEY CAPITAL ADVISERS INC134,908$10.3M0.4%013F-HRTimeline
Allworth Financial LP134,709$10.3M0.04%-3,09213F-HRTimeline
WEALTH ALLIANCE, LLC132,701$10.2M0.85%-123,72913F-HRTimeline
WATERSHED PRIVATE WEALTH LLC131,984$10.1M2.85%-67,05113F-HRTimeline
Select Asset Management & Trust131,516$10.1M2.9%-2,06313F-HRTimeline
Callan Family Office, LLCin group Callan Family Office, LLC130,937$10M0.2%+14,26013F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP128,662$9.85M<0.01%-5,36913F-HRTimelineGroup
SteelPeak Wealth, LLC126,309$9.67M0.25%-201,26513F-HRTimeline
EQ LLC125,899$9.64M2.37%-221,58113F-HRTimeline
Simplicity Wealth,LLC125,349$9.6M0.32%-40,25013F-HRTimeline
CHOREO, LLC125,338$9.59M0.11%+3,25813F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.123,965$9.49M0.31%+85013F-HRTimelineGroup
Trek Financial, LLC122,954$9.41M0.47%-135,52913F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …120,520$9.23M0.17%+1,67513F-HRTimelineGroup
Steward Partners Investment Advisory, L…120,209$9.2M0.05%-78,87713F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA117,649$9.01M0.04%+1,81313F-HRTimelineGroup