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Disclosery

EFV ISHARES TR

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SHS (fund)

1,237 managers (1,254 13F filers) reported a position in EFV shares at 2026-06-30, 272,387,780 shares in all. 80 filers opened a position and 96 filers sold out during the quarter.

Managers
1,237
13F filers
1,254
New
80
Added
379
Reduced
554
Sold out
96
Shares held by filers
272,387,780

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
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA117,649$9.01M0.04%+1,81313F-HRTimelineGroup
Apella Capital, LLC114,996$8.98M0.13%-2,26713F-HRTimeline
PAX Financial Group, LLC117,311$8.98M1.33%-169,29913F-HRTimeline
COURIER CAPITAL LLC117,174$8.97M0.45%+8,26513F-HRTimeline
Brady Martz Wealth Solutions, LLC116,476$8.92M1.35%+1,80313F-HRTimeline
Keystone Financial Services115,581$8.85M2.28%-132,00913F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management114,765$8.79M0.27%-5,11613F-HRTimelineGroup
North Star Investment Management Corp.114,539$8.77M0.48%-1,18013F-HRTimeline
Capital Advantage, Inc.111,938$8.57M1.05%-1,28013F-HRTimeline
Able Wealth Management LLC111,413$8.53M1.96%-67,83513F-HRTimeline
Ocean Park Asset Management, LLC111,377$8.53M0.41%new13F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding109,158$8.36M-26,935Timeline
Storen Legacy Partners, LLC108,360$8.29M2.26%+26,53113F-HRTimeline
VestGen Advisors, LLC108,094$8.27M0.24%-6,70013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.106,688$8.17M0.08%+7,90813F-HRTimelineGroup
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC105,635$8.09M0.01%-41,54213F-HRTimelineGroup
Kathmere Capital Management, LLC104,929$8.03M0.43%-1,97413F-HRTimeline
RESOLUTE WEALTH ADVISOR, INC.106,795$7.94M4.52%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC103,493$7.92M0.18%-63,20813F-HRTimelineGroup
Kilter Group LLC103,351$7.91M2.87%-74,79913F-HRTimeline
Sovran Advisors, LLC97,677$7.78M0.58%-48,22313F-HRTimeline
Seneca Financial Advisors LLC101,611$7.78M2.02%-15013F-HRTimeline
1ST SOURCE BANK101,372$7.76M0.35%-10,41513F-HRTimeline
Dorsey & Whitney Trust CO LLC101,021$7.73M0.38%+2113F-HRTimeline
Cavalier Investments, LLC100,441$7.69M2.83%new13F-HRTimeline
ATLAS CAPITAL ADVISORS INC.99,983$7.65M0.84%-2,28713F-HR/ATimeline
CoreCap Advisors, LLC99,709$7.63M0.23%-26,63413F-HRTimeline
Regal Investment Advisors LLC98,986$7.58M0.39%-104,17613F-HRTimeline
West Wealth Group, LLC98,735$7.56M1.24%-164,34513F-HRTimeline
Rothschild Wealth LLC98,217$7.52M0.6%-91,47813F-HRTimeline
Montecito Bank & Trust97,751$7.48M1.12%+1,18313F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management97,548$7.47M0.07%-99,06013F-HRTimelineGroup
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …97,501$7.46M0.05%-2,64813F-HRTimelineGroup
Avantax Planning Partners, Inc.96,419$7.38M0.18%+12113F-HRTimeline
Advus Financial Partners, LLC95,545$7.31M2.08%-8,52913F-HR/ATimeline
Sterling Capital Management LLC95,250$7.29M0.12%-90613F-HRTimeline
NorthRock Partners, LLC95,082$7.28M0.11%-2,29613F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.94,500$7.23M0.04%-7,44613F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV93,759$7.18M0.34%-35,83013F-HRTimeline
STAGE HARBOR FINANCIAL, LLC92,606$7.09M4.1%-3113F-HRTimeline
Apeiron RIA LLC95,001$7.09M1.82%-98,48613F-HRTimeline
Lansing Street Advisors92,229$7.06M1.5%-27,31113F-HRTimeline
Modern Wealth Management, LLC91,906$7.04M0.08%-93,30213F-HRTimeline
Noble Family Wealth, LLC91,785$7.03M1.26%+6,33213F-HRTimeline
Montgomery Financial Services LLC91,634$7.01M6.1%13F-HRTimeline
Larson Financial Group LLC91,606$7.01M0.18%-134,17513F-HRTimeline
SWMG, LLC87,886$6.9M1.63%-109,08313F-HRTimeline
Quantinno Capital Management LP89,662$6.86M0.01%+21,67913F-HRTimeline
Cypress Wealth Services, LLC87,184$6.67M0.82%-111,85513F-HRTimeline
Founders Financial Alliance, LLC86,813$6.65M0.88%+85,20113F-HRTimeline
Key Capital Management, INC86,213$6.6M3.4%+21,69513F-HRTimeline
New World Advisors LLC85,132$6.52M1.11%+15,27113F-HRTimeline
Arkadios Wealth Advisors84,315$6.45M0.1%-73,35413F-HRTimeline
KICKSTAND VENTURES, LLC.83,296$6.38M1.16%-1,44513F-HRTimeline
STOCK YARDS BANK & TRUST CO81,900$6.27M0.18%-14613F-HR/ATimeline
LiftPoint Family Wealth Advisors LLC81,897$6.27M4.25%-31,92513F-HRTimeline
Causey Wealth LLC80,959$6.2M2.42%-4,28013F-HRTimeline
One Wealth Advisors, LLC80,912$6.19M0.68%-111,05813F-HRTimeline
Legacy Financial Group LLC80,653$6.17M0.7%-109,51413F-HRTimeline
Clifford Group, LLC80,425$6.16M4.26%-5,49913F-HRTimeline
Advyzon Investment Management, LLC80,424$6.16M0.45%-67,79513F-HRTimeline
Landing Point Financial Group, LLC80,378$6.15M2.09%-18,28313F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co80,076$6.13M0.07%+41413F-HRTimelineGroup
OneAscent Financial Services LLCgroup of 2 filers holding79,833$6.11M+30,599Timeline
Parkside Financial Bank & Trust79,629$6.1M0.42%+4,02913F-HRTimeline
Robinswood Financial LLC78,491$6.01M1.72%-22513F-HRTimeline
COREPATH WEALTH PARTNERS LLC77,248$6M3.74%-30913F-HRTimeline
Lineweaver Wealth Advisors, LLC77,965$5.97M0.71%-125,52113F-HRTimeline
United Asset Strategies, Inc.77,750$5.95M0.42%-20713F-HRTimeline
Geneos Wealth Management Inc.75,493$5.78M0.12%-67813F-HRTimeline
Outlook Wealth Advisors, LLC75,388$5.77M1.25%+1,70013F-HRTimeline
ROCKLAND TRUST CO75,265$5.76M0.23%-2,01113F-HRTimeline
Golden State Wealth Management, LLC74,422$5.7M0.52%+36,88913F-HRTimeline
ELEVATE WEALTH ADVISORY, INC73,816$5.65M3.23%+66613F-HRTimeline
Blue Trust, Inc.73,685$5.64M0.06%-102,76213F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.73,593$5.63M1.81%13F-HRTimeline
Riverwater Partners LLC72,288$5.53M1.64%013F-HRTimeline
Stonebrook Private Inc.71,749$5.49M1%-125,99613F-HRTimeline
IF Advisors, LLC70,505$5.4M3.55%+7,36713F-HRTimeline
Zhang Financial LLC69,768$5.34M0.16%-1,74713F-HRTimeline
Vestmark Advisory Solutions, Inc.69,594$5.33M0.05%+3,88013F-HRTimeline
DV EQUITIES, LLC69,483$5.32M0.77%13F-HRTimeline
Symmetry Partners, LLC69,468$5.32M0.27%-1,02513F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC69,271$5.3M0.95%+23813F-HRTimeline
Wealth Architects, LLC69,055$5.29M0.42%-2,49213F-HRTimeline
Private Advisor Group, LLC68,774$5.26M0.02%-183,36013F-HRTimeline
180 WEALTH ADVISORS, LLC68,633$5.25M0.53%-5,45813F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC67,937$5.2M0.1%-58,18713F-HRTimeline
Key Financial Inc67,082$5.14M0.84%+8,50813F-HRTimeline
WealthShield Partners, LLC66,966$5.13M0.78%-76,44413F-HRTimeline
Yukon Wealth Management, Inc.66,865$5.12M1.47%+3,94313F-HRTimeline
Beacon Bridge Wealth Partners, LLC66,431$5.09M1.45%-32,53013F-HRTimeline
Harbor Group, Inc.64,126$4.91M0.58%+1,11313F-HRTimeline
Cranbrook Wealth Management, LLC64,118$4.91M0.92%-1,61413F-HRTimeline
CAHILL FINANCIAL ADVISORS INC64,079$4.91M0.47%-13713F-HRTimeline
Mutual Advisors, LLC64,057$4.9M0.09%-10,63213F-HRTimeline
Quantum Portfolio Management LLC64,031$4.9M1.76%-12,09513F-HRTimeline
CIBC WORLD MARKET INC.63,554$4.87M0.01%-89313F-HRTimeline
Disciplined Investments, LLC62,393$4.78M1.54%-6913F-HR/ATimeline
IFG Advisory, LLC62,379$4.78M0.17%new13F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC62,163$4.76M0.63%-13913F-HRTimeline
TSA Wealth Managment LLC61,830$4.73M1.34%-62,06313F-HRTimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC61,782$4.73M1.35%-25,70513F-HRTimeline
Polaris Investment Advisors, LLC61,689$4.72M3.02%-31,69013F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …61,495$4.71M0.66%-3,94413F-HRTimelineGroup
Meramec Financial Planners, LLC58,796$4.68M1.71%+5,48313F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC60,962$4.67M0.09%-48,52413F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…60,619$4.64M0.66%-15813F-HRTimeline
NewEdge Wealth, LLC60,360$4.62M0.05%-85813F-HRTimeline
Lantz Financial LLC59,948$4.59M0.84%-29,74613F-HRTimeline
Invst, LLC59,924$4.59M0.45%-86,18313F-HRTimeline
Telos Capital Management, Inc.59,823$4.58M0.4%-1,85913F-HRTimeline
RWA WEALTH PARTNERS, LLC59,811$4.58M0.04%+7,31213F-HRTimeline
Narus Financial Partners, LLC59,573$4.56M1.17%-1,87413F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS59,286$4.54M0.16%+4,92213F-HRTimelineGroup
D.A. DAVIDSON & CO.58,948$4.51M0.02%-1,06513F-HRTimeline
MMA ASSET MANAGEMENT LLC57,734$4.42M1.41%+4,22913F-HRTimeline
Integrity Advisory Solutions, LLC56,867$4.35M0.45%-6,26613F-HRTimeline
Smartleaf Asset Management LLC56,838$4.35M0.14%013F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC56,454$4.32M0.88%-2413F-HRTimeline
Bay Harbor Wealth Management, LLC56,351$4.31M0.99%-99,57513F-HRTimeline
Horst & Graben Wealth Management LLC56,348$4.3M0.57%-158,58113F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.55,754$4.27M1.04%-37,96913F-HRTimeline
Centurion Wealth Management LLC54,729$4.19M1%+1,15713F-HRTimeline
ADE, LLC53,733$4.11M1.74%-3013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC53,563$4.1M0.01%+5,77813F-HRTimelineGroup
ShoreHaven Wealth Partners, LLC53,441$4.09M1.29%-27,41413F-HRTimeline
Schuylkill Financial LLC53,105$4.07M3.76%13F-HRTimeline
McNaughton Wealth Management, LLC52,401$4.01M1.42%-33,23413F-HRTimeline
LANARK FINANCIAL, INC.52,362$4.01M0.27%-68013F-HRTimeline
Shared Vision Wealth Group LLC52,233$4M1.37%-36,57913F-HRTimeline
SAGE FINANCIAL GROUP INC51,564$3.95M0.22%+2,71813F-HRTimeline
Cyndeo Wealth Partners, LLC50,970$3.9M0.18%+17,18613F-HRTimeline
Gateway Wealth Partners, LLC50,479$3.86M0.23%-149,34913F-HRTimeline
WHITTIER TRUST CO49,080$3.85M0.04%+18713F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC50,107$3.84M0.87%-60,60213F-HRTimeline
Csenge Advisory Group49,682$3.8M0.15%-33,79713F-HRTimeline
WCG Wealth Advisors LLC49,566$3.79M0.09%-73,67613F-HRTimeline
VANCE WEALTH, LLC49,462$3.79M0.85%-1,10413F-HRTimeline
Foundation Wealth Management, LLC48,810$3.74M2.21%-3,94313F-HRTimeline
Retirement Wealth Solutions LLC48,153$3.69M2.03%-15,32013F-HRTimeline
Dynamic Wealth Strategies, LLC48,057$3.68M1.96%-2,19013F-HRTimeline
WARNER FINANCIAL, INC48,045$3.68M1.08%+1,10613F-HRTimeline
Gilliland Jeter Wealth Management LLC47,904$3.67M0.96%-76313F-HRTimeline
BEAM WEALTH ADVISORS, INC.47,726$3.65M0.81%-2,76213F-HR/ATimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV47,684$3.65M0.83%-1,06513F-HRTimeline
COMMERCE BANKin group COMMERCE BANK47,628$3.65M0.02%-22,85113F-HRTimelineGroup
Cornerstone Planning Group LLC45,023$3.58M0.45%-29,06013F-HRTimeline
Commonwealth Retirement Investments LLC46,489$3.56M0.97%+3,82713F-HRTimeline
Salus Financial Advisors, LLC45,581$3.49M1.72%-34013F-HRTimeline
Kelly Financial Services LLC44,238$3.39M0.72%-71,09813F-HRTimeline
5T Wealth, LLC44,013$3.37M1.25%-12,12413F-HRTimeline
Patten Group, Inc.44,004$3.37M0.52%-17213F-HRTimeline
Ironwood Investment Counsel, LLC41,517$3.37M0.44%+80913F-HRTimeline
SigFig Wealth Management, LLC43,820$3.36M0.09%-64,85613F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC43,536$3.33M0.07%-162,75713F-HRTimelineGroup
BridgePort Financial Solutions, LLC42,843$3.28M0.83%+2,30013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.42,570$3.26M1.92%+10,80213F-HRTimeline
AMG National Trust Bank41,981$3.21M0.07%-6,67713F-HRTimeline
Brookwood Investment Group LLC41,597$3.18M0.37%-7,01813F-HRTimeline
W ADVISORS, LLC41,539$3.18M1.45%-12,27613F-HRTimeline
Ifrah Financial Services, Inc.41,456$3.17M0.78%-1,03613F-HRTimeline
Sterling Wealth Management, Inc.41,259$3.16M0.79%+34213F-HRTimeline
Clear Creek Financial Management, LLC40,525$3.1M0.2%-62313F-HRTimeline
CFS Investment Advisory Services, LLC39,814$3.1M0.21%-138,85113F-HRTimeline
Bouvel Investment Partners, LLC40,481$3.1M0.7%new13F-HRTimeline
SMART Wealth LLC40,479$3.1M0.67%+22,23213F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC40,456$3.1M<0.01%-58313F-HRTimelineGroup
FIRETHORN WEALTH PARTNERS, LLC40,348$3.09M1%-24,00813F-HRTimeline
Koshinski Asset Management, Inc.40,316$3.09M0.16%+44013F-HRTimeline
MAI Capital Management40,211$3.08M0.01%+26,41613F-HRTimeline
Gen-Wealth Partners Inc39,408$3.02M0.84%-44,71413F-HRTimeline
Kingsview Wealth Management, LLC39,293$3.01M0.04%+11913F-HRTimeline
Hidden Cove Wealth Management, LLC39,103$2.99M1.65%+12,23713F-HRTimeline
J.W. COLE ADVISORS, INC.38,878$2.98M0.05%new13F-HRTimeline
SCS Capital Management LLC38,492$2.95M0.03%-2,32613F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC38,486$2.95M0.11%+1,16613F-HRTimeline
FORTE ASSET MANAGEMENT LLC38,349$2.94M1.2%new13F-HRTimeline
Cullen Capital Management, LLC38,095$2.92M0.03%-40,56013F-HRTimeline
IFP Advisors, Inc37,623$2.88M0.05%-32,45813F-HRTimeline
Revolve Wealth Partners, LLC37,314$2.86M0.3%-83813F-HRTimeline
Davis Wealth Advisors, LLC37,021$2.83M2.19%-27,50913F-HRTimeline
Cresset Asset Management, LLC36,988$2.83M0.01%+4,20613F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.36,938$2.83M<0.01%+15,24813F-HRTimelineGroup
FFG RETIREMENT ADVISORS LLC36,896$2.82M1.5%-18,99113F-HRTimeline
Cornerstone Financial Management LLC36,079$2.76M2.22%+1,70613F-HR/ATimeline
BlackDiamond Wealth Management, LLC33,778$2.76M1.12%-8,60113F-HRTimeline
Savvy Advisors, Inc.36,018$2.76M0.06%+15,63013F-HRTimeline
VPR Management LLC35,700$2.73M1.1%013F-HRTimeline
KEB ASSET MANAGEMENT, LLC35,587$2.72M0.44%+613F-HRTimeline
Venturi Wealth Management, LLC35,088$2.69M0.1%+21313F-HRTimeline
OMNI 360 Wealth, Inc.34,862$2.67M1.23%-3,06113F-HRTimeline
Columbus Macro, LLC34,830$2.67M0.26%+79013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…34,800$2.66M0.09%-15,78013F-HRTimelineGroup
TWO SIGMA SECURITIES, LLC34,678$2.65M0.23%+20,37413F-HRTimeline
Triad Wealth Partners, LLC32,717$2.65M0.16%-138,59113F-HRTimeline
Focus Financial Network, Inc.34,627$2.65M0.08%-74,30013F-HRTimeline
Belpointe Asset Management LLC34,308$2.63M0.09%-74513F-HRTimeline
Fortis Capital Advisors, LLC34,308$2.63M0.3%-74513F-HRTimeline
OBSIDIAN CIO, LLC34,137$2.61M1.94%-1,30213F-HRTimeline