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Disclosery

EFV ISHARES TR

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SHS (fund)

1,004 managers (1,016 13F filers) reported a position in EFV shares at 2024-12-31, 338,107,100 shares in all. 59 filers opened a position and 67 filers sold out during the quarter.

Managers
1,004
13F filers
1,016
New
59
Added
488
Reduced
253
Sold out
67
Shares held by filers
338,107,100

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
WCG Wealth Advisors LLC140,926$7.4M0.49%+4,86013F-HRTimeline
Sovran Advisors, LLC141,189$7.38M1.05%13F-HRTimeline
Advisory Services Network, LLC138,777$7.28M0.14%+49,82913F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP137,891$7.24M<0.01%-23113F-HRTimelineGroup
RFG Advisory, LLC137,525$7.22M0.2%-3,64313F-HRTimeline
Grayhawk Investment Strategies Inc.136,450$7.16M13.65%013F-HRTimeline
SigFig Wealth Management, LLC134,207$7.03M0.25%+21,21313F-HRTimeline
Apeiron RIA LLC133,526$7.01M1.96%-7,43913F-HRTimeline
Koss-Olinger Consulting, LLC132,288$6.94M0.61%-17113F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …131,734$6.91M0.19%-5,29113F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC129,652$6.8M0.01%-1,33513F-HRTimelineGroup
EQ LLC129,299$6.78M3.19%+11,16413F-HRTimeline
CSM Advisors, LLC127,666$6.7M0.31%+5,71913F-HR/ATimeline
Efficient Advisors, LLC127,190$6.67M0.43%-3,61013F-HRTimeline
Allworth Financial LP123,061$6.62M0.04%+26,50713F-HRTimeline
STALEY CAPITAL ADVISERS INC125,293$6.57M0.29%+7513F-HRTimeline
Morningstar Investment Services LLCin group Morningstar Investment Manage…125,022$6.56M0.6%-788,75713F-HRTimelineGroup
Peninsula Wealth, LLC123,589$6.48M1.11%+9,00713F-HRTimeline
Kingdom Financial Group LLC.122,533$6.43M4.39%new13F-HRTimeline
1ST SOURCE BANK121,040$6.35M0.36%-10,65813F-HRTimeline
HOWARD BAILEY SECURITIES, LLC120,332$6.31M2.34%+6,58413F-HRTimeline
INTEGRATED CAPITAL MANAGEMENT, INC.119,754$6.28M4.96%+3,16513F-HRTimeline
Kathmere Capital Management, LLC119,097$6.25M0.56%+1,79613F-HRTimeline
True Vision MN LLC118,627$6.22M3.69%+8,19613F-HRTimeline
Global Retirement Partners, LLC118,010$6.19M0.18%+18,84213F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC115,866$6.08M0.01%-428,43813F-HRTimelineGroup
Hobbs Wealth Management, LLC115,303$6.05M6.91%13F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC114,862$6.03M0.49%+28,30813F-HR/ATimeline
Capital Analysts, LLCin group Capital Analysts, LLC114,829$6.03M0.24%+13,81113F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management114,791$6.02M0.19%+4,78713F-HRTimelineGroup
Mayflower Financial Advisors, LLC114,222$5.99M0.9%+4,63013F-HRTimeline
Callan Family Office, LLC113,666$5.96M0.38%+6,75313F-HRTimeline
Capital Advantage, Inc.113,653$5.96M1.09%new13F-HRTimeline
Causey Wealth LLC112,544$5.91M3.44%13F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC111,234$5.83M0.97%+18,99713F-HRTimeline
Brady Martz Wealth Solutions, LLC111,406$5.82M1.4%13F-HRTimeline
Ascent Capital Management, LLC109,311$5.74M5.86%13F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC108,530$5.69M2.19%+7,43313F-HRTimeline
COURIER CAPITAL LLC108,459$5.69M0.39%+12,48913F-HRTimeline
M1 Capital Management LLC107,721$5.65M3.05%13F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd107,028$5.62M0.11%new13F-HRTimelineGroup
FIRST AMERICAN TRUST, FSB106,177$5.57M0.56%+92913F-HRTimeline
North Star Investment Management Corp.106,145$5.57M0.39%-2,39513F-HRTimeline
PrairieView Partners, LLC105,696$5.54M0.58%-6,04313F-HRTimeline
BLAIR WILLIAM & CO/IL105,587$5.54M0.02%-12,52013F-HRTimeline
NAPATREE CAPITAL LLC105,051$5.51M3.24%+2,75713F-HRTimeline
Farmers & Merchants Trust Co of Chamber…105,048$5.51M2.08%+3,86113F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA104,246$5.47M0.03%+3,12513F-HRTimelineGroup
NorthRock Partners, LLC103,892$5.45M0.18%-13,12313F-HR/ATimeline
ATLAS CAPITAL ADVISORS INC.103,215$5.42M0.69%-7,19613F-HRTimeline
Mosley Wealth Management98,491$5.4M3.34%+10,09613F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.98,065$5.38M0.25%-240,66013F-HRTimelineGroup
Collier Financial101,938$5.35M4.78%13F-HRTimeline
Shared Vision Wealth Group LLC101,707$5.34M2.81%+8,26613F-HRTimeline
Spectrum Planning & Advisory Services I…101,031$5.3M4.6%+1,46413F-HRTimeline
Seneca Financial Advisors LLC99,945$5.24M2.6%+20513F-HRTimeline
Gen-Wealth Partners Inc99,903$5.24M2.25%+6,77113F-HRTimeline
Dorsey & Whitney Trust CO LLC97,133$5.1M0.28%+4,84113F-HRTimeline
WALLER FINANCIAL PLANNING GROUP, INC96,885$5.08M1.28%-1,77213F-HRTimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC94,827$4.98M2.52%13F-HRTimeline
Scissortail Wealth Management, LLC94,821$4.98M1.27%+94,39813F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC94,269$4.95M2.46%+2,86913F-HRTimeline
5T Wealth, LLC91,705$4.81M2.64%13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC90,618$4.75M0.11%+11,82513F-HRTimelineGroup
Tradition Wealth Management, LLC89,531$4.7M0.41%+4,55713F-HRTimeline
CoreCap Advisors, LLC88,786$4.66M0.21%+11,65313F-HRTimeline
Riverwater Partners LLC88,567$4.65M2.26%+28213F-HRTimeline
STAGE HARBOR FINANCIAL, LLC88,489$4.64M4.04%+1,37113F-HRTimeline
Robinswood Financial LLC88,205$4.63M1.75%+62313F-HRTimeline
Advus Financial Partners, LLC87,178$4.57M1.96%+3,22213F-HR/ATimeline
Avantax Planning Partners, Inc.87,153$4.57M0.16%-5,74313F-HRTimeline
Gotham Asset Management, LLC85,148$4.47M0.04%new13F-HRTimeline
MONECO ADVISORS, LLC84,841$4.45M0.47%-9,31213F-HR/ATimeline
Wealth Architects, LLC84,596$4.44M0.5%-65413F-HRTimeline
ELEVATE WEALTH ADVISORY, INC83,587$4.39M3.29%+95913F-HRTimeline
Eaton Financial Holdings Company, LLC83,030$4.36M1.68%-3,00913F-HRTimeline
COREPATH WEALTH PARTNERS LLC83,254$4.35M4.24%+5,99013F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.82,858$4.35M2.02%-42313F-HRTimeline
ROCKLAND TRUST CO82,371$4.32M0.22%+41713F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC82,365$4.32M0.92%-7,11313F-HRTimeline
Independent Advisor Alliance81,788$4.29M0.06%new13F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co81,002$4.25M0.06%+38413F-HRTimelineGroup
180 WEALTH ADVISORS, LLC80,518$4.22M0.66%-1,10013F-HRTimeline
EHRLICH FINANCIAL GROUP80,342$4.22M3%+69813F-HRTimeline
Shum Financial Group, Inc.79,397$4.17M3.6%+1,29013F-HRTimeline
Montecito Bank & Trust79,031$4.15M0.72%-67013F-HRTimeline
KICKSTAND VENTURES, LLC.78,962$4.14M1.06%-7,63513F-HRTimeline
Lifelong Wealth Advisors, Inc.78,339$4.11M1.85%13F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC77,557$4.07M1.73%+13,85113F-HRTimeline
Mutual Advisors, LLC76,251$4.04M0.12%+7,77513F-HRTimeline
Beirne Wealth Consulting Services, LLC76,981$4.04M1.46%-5713F-HRTimeline
Lantz Financial LLC76,833$4.03M1.07%+8,01113F-HRTimeline
Clifford Group, LLC76,679$4.02M3.07%+2,14713F-HRTimeline
Ashton Thomas Private Wealth, LLC76,149$4M0.16%+66,52013F-HRTimeline
PFG Advisors75,760$3.98M0.24%+9,79913F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC75,596$3.97M1.09%-24413F-HRTimeline
Zhang Financial LLC75,527$3.96M0.23%+34913F-HRTimeline
U.S. Capital Wealth Advisors, LLC75,055$3.94M0.12%-19113F-HRTimeline
Parkside Financial Bank & Trust73,771$3.87M0.51%+1,44413F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC73,642$3.86M0.13%+1,34813F-HRTimeline
CAHILL FINANCIAL ADVISORS INC73,019$3.83M0.52%-9,63513F-HRTimeline
Maiden Cove Capital, LLC71,908$3.77M3.53%+36,55713F-HRTimeline
FFG RETIREMENT ADVISORS LLC71,681$3.76M2.46%+43,51213F-HRTimeline
Csenge Advisory Group69,323$3.64M0.2%+6,94413F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC69,151$3.63M0.08%+16,31113F-HRTimelineGroup
My Legacy Advisors, LLC68,553$3.63M1.41%+4,74213F-HRTimeline
Beacon Bridge Wealth Partners, LLC68,838$3.61M1.53%-5,58013F-HRTimeline
Geneos Wealth Management Inc.68,566$3.6M0.13%+84013F-HRTimeline
VERUS CAPITAL PARTNERS, LLC68,554$3.6M0.34%-3,54813F-HR/ATimeline
Synergy Investment Management, LLC68,157$3.58M1.54%13F-HRTimeline
Braun-Bostich & Associates Inc.67,671$3.55M2.56%+6,36113F-HRTimeline
Quadrant Private Wealth Management, LLC67,664$3.55M0.87%-1,62313F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.67,552$3.54M1.86%+1,45413F-HRTimeline
Claro Advisors Inc.67,530$3.54M0.48%+3,16113F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding67,267$3.49M+10,396Timeline
ENDEAVOR PRIVATE WEALTH, INC.66,488$3.49M3.32%13F-HRTimeline
HARBOUR INVESTMENTS, INC.65,966$3.46M0.1%+3,63213F-HRTimeline
Mill Creek Capital Advisors, LLC65,898$3.46M0.08%013F-HRTimeline
PITCAIRN COin group PITCAIRN CO65,887$3.46M0.2%013F-HRTimelineGroup
Modern Wealth Management, LLC65,705$3.45M0.13%+37,10013F-HR/ATimeline
Lansing Street Advisors65,205$3.42M1.19%+8,54313F-HRTimeline
Cranbrook Wealth Management, LLC64,305$3.37M0.78%+7213F-HRTimeline
Copperleaf Capital, LLC64,159$3.37M2.13%+24,41113F-HRTimeline
Foundation Wealth Management, LLC64,001$3.36M2.61%+28913F-HRTimeline
Noble Family Wealth, LLC63,956$3.35M0.92%+79913F-HRTimeline
THEORY FINANCIAL LLC63,347$3.32M1.39%+8,68413F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…63,175$3.31M0.56%-2,78313F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC63,011$3.31M<0.01%-1,99813F-HRTimelineGroup
WORLD EQUITY GROUP, INC.62,977$3.3M0.71%+9,56313F-HRTimeline
VANCE WEALTH, LLC62,704$3.29M1.27%-2,55113F-HRTimeline
Financial Engines Advisors L.L.C.62,539$3.28M0.01%+17,83213F-HRTimeline
Intrua Financial, LLC62,440$3.28M0.53%+16,14613F-HRTimeline
Barnes Wealth Management Group, Inc62,247$3.27M2.19%13F-HRTimeline
Disciplined Investments, LLC61,789$3.24M1.6%+20213F-HRTimeline
Avidian Wealth Enterprises, LLC61,120$3.21M0.14%-36013F-HRTimeline
IFG Advisory, LLC60,997$3.2M0.18%+9,25613F-HRTimeline
B.O.S.S. Retirement Advisors, LLC60,822$3.19M0.89%+52,47913F-HRTimeline
SOL Capital Management CO60,167$3.16M0.35%+1,40013F-HRTimeline
SWP FINANCIAL LLC59,938$3.14M1.9%new13F-HRTimeline
Gateway Wealth Partners, LLC58,808$3.09M0.8%+5,14713F-HRTimeline
Davis Wealth Advisors, LLC58,637$3.08M3.38%13F-HRTimeline
Prospera Financial Services Inc57,928$3.04M0.07%-33,37413F-HRTimeline
Harbor Group, Inc.57,655$3.03M0.68%+25413F-HRTimeline
Telos Capital Management, Inc.57,626$3.02M0.32%+1,61713F-HRTimeline
LifeWealth Investments, LLC57,568$3.02M2%13F-HRTimeline
Hoxton Planning & Management, LLC57,295$3.01M1.15%-5,63213F-HRTimeline
W ADVISORS, LLC57,020$2.99M1.85%-34813F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.56,984$2.99M0.03%-14,73513F-HRTimelineGroup
Centurion Wealth Management LLC56,945$2.99M0.93%+1,51513F-HRTimeline
ADE, LLC56,318$2.95M1.81%-5913F-HRTimeline
UNIQUE WEALTH, LLC56,063$2.94M0.61%+26,62613F-HRTimeline
DOHJ, LLC55,000$2.89M0.67%+1,20713F-HRTimeline
Pinnacle Financial Partners Inc54,856$2.88M0.06%+15,79813F-HRTimeline
Salus Financial Advisors, LLC53,533$2.81M2.2%13F-HRTimeline
Dynamic Wealth Strategies, LLC53,385$2.8M2.49%+66313F-HRTimeline
BlackDiamond Wealth Management, LLC53,158$2.79M1.61%-2,49013F-HRTimeline
BridgePort Financial Solutions, LLC48,310$2.77M1.25%13F-HRTimeline
RCS Financial Planning, LLC52,604$2.76M1.47%-5,13513F-HRTimeline
Clayton Financial Group LLC52,317$2.75M0.99%+12,85013F-HRTimeline
CIBC WORLD MARKET INC.51,821$2.72M0.01%+37713F-HRTimeline
AMG National Trust Bank51,709$2.71M0.07%+1,13613F-HRTimeline
Narus Financial Partners, LLC51,613$2.71M0.92%+3,35213F-HRTimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV51,588$2.71M0.88%+31,47413F-HRTimeline
Key Financial Inc49,705$2.61M0.59%-32413F-HRTimeline
SAGE FINANCIAL GROUP INC49,271$2.59M0.21%+18,72513F-HRTimeline
SAX WEALTH ADVISORS, LLC49,026$2.57M0.2%+6,43513F-HRTimeline
SkyView Investment Advisors, LLC48,509$2.54M0.41%+82613F-HRTimeline
BUSH INVESTMENT GROUP, LLC47,744$2.51M1.96%+3,93113F-HRTimeline
WHITTIER TRUST CO47,647$2.5M0.03%+3,13713F-HRTimeline
Ridgeline Wealth, LLC47,372$2.49M2.03%13F-HRTimeline
IFP Advisors, Inc47,137$2.47M0.08%+7,30313F-HRTimeline
Signal Advisors Wealth, LLC46,945$2.46M0.28%-16,18513F-HRTimeline
SHUFRO ROSE & CO LLC46,843$2.46M0.19%+71013F-HRTimeline
Summit Financial Strategies, Inc.46,594$2.44M0.27%-55213F-HRTimeline
FULLCIRCLE WEALTH LLC42,932$2.44M1%+6,12413F-HRTimeline
Ifrah Financial Services, Inc.46,120$2.42M0.67%+23813F-HRTimeline
Advisory Alpha, LLC45,438$2.38M0.08%-3,33013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…45,163$2.37M0.13%+5,10213F-HRTimelineGroup
Redwood Investment Management, LLCin group Redwood Investment Management…45,084$2.37M0.23%+3,56713F-HR/ATimelineGroup
Maxwell Wealth Strategies Inc.44,934$2.36M0.96%+80013F-HRTimeline
NewEdge Wealth, LLC44,247$2.32M0.04%-7,88813F-HRTimeline
Vertex Planning Partners, LLC44,029$2.31M0.51%+53813F-HRTimeline
COMMERCE BANKin group COMMERCE BANK43,748$2.3M0.01%+3,00013F-HRTimelineGroup
Retirement Wealth Solutions LLC44,092$2.29M1.93%13F-HRTimeline
OMNI 360 Wealth, Inc.43,158$2.26M1.51%+5,48413F-HR/ATimeline
Quantum Portfolio Management LLC42,690$2.24M1.2%+1,30513F-HRTimeline
NorthCoast Asset Management LLC42,579$2.23M0.01%-1,44413F-HR/ATimeline
FLAGSHIP HARBOR ADVISORS, LLC42,482$2.23M0.12%+1,92213F-HRTimeline
STOCK YARDS BANK & TRUST CO41,951$2.2M0.08%-2,66213F-HRTimeline
Cyndeo Wealth Partners, LLC41,899$2.2M0.15%-2,30713F-HRTimeline
Commonwealth Retirement Investments LLC41,857$2.2M0.9%+6,32713F-HRTimeline
REGIMEN WEALTH, LLC41,596$2.18M0.71%+16,11713F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC41,253$2.16M1.12%013F-HRTimeline
Venturi Wealth Management, LLC41,187$2.16M0.11%+24,76913F-HRTimeline
BLALOCK WILLIAMS, LLC40,534$2.13M2.48%13F-HRTimeline
WEALTHGARDEN F.S. LLC40,358$2.12M1.98%+2,04113F-HRTimeline
Interchange Capital Partners, LLC40,206$2.11M0.77%+1,53413F-HRTimeline
Sterling Wealth Management, Inc.40,006$2.1M0.78%-4013F-HRTimeline
Sowell Financial Services LLC39,262$2.06M0.11%+4,54813F-HRTimeline
WARNER FINANCIAL, INC38,971$2.04M0.88%+38013F-HRTimeline