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Disclosery

EFV ISHARES TR

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SHS (fund)

1,005 managers (1,016 13F filers) reported a position in EFV shares at 2025-03-31, 305,983,387 shares in all. 72 filers opened a position and 57 filers sold out during the quarter.

Managers
1,005
13F filers
1,016
New
72
Added
273
Reduced
501
Sold out
57
Shares held by filers
305,983,387

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
Symmetry Partners, LLC140,327$8.27M1.15%-74,43813F-HRTimeline
Geneos Wealth Management Inc.138,706$8.18M0.12%+70,14013F-HRTimeline
Advisory Services Network, LLC137,049$8.08M0.16%-1,72813F-HRTimeline
Bay Harbor Wealth Management, LLC136,269$8.03M2.54%-20,82313F-HRTimeline
Marks Group Wealth Management, Inc135,900$8.01M0.77%-24,72713F-HRTimeline
Northwest Capital Management Inc135,493$7.99M3.28%-73,93113F-HRTimeline
McLean Asset Management Corp147,657$7.74M2.56%-6,86113F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …131,058$7.72M0.21%-67613F-HRTimelineGroup
Fund Evaluation Group, LLC129,215$7.62M0.33%new13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC127,981$7.54M0.01%-1,67113F-HRTimelineGroup
Koss-Olinger Consulting, LLC127,735$7.53M0.63%-4,55313F-HRTimeline
BLAIR WILLIAM & CO/IL127,140$7.49M0.02%+21,55313F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP126,962$7.48M<0.01%-10,92913F-HRTimelineGroup
CSM Advisors, LLC126,485$7.45M0.41%-1,18113F-HRTimeline
Certus Wealth Management, LLC120,481$7.44M5.05%-26,57013F-HRTimeline
STALEY CAPITAL ADVISERS INC126,193$7.44M0.34%+90013F-HRTimeline
Kingdom Financial Group LLC.126,167$7.44M5.45%+3,63413F-HRTimeline
Allworth Financial LP123,137$7.43M0.04%+7613F-HRTimeline
EQ LLC125,681$7.41M3.46%-3,61813F-HRTimeline
Snowden Capital Advisors LLC125,658$7.41M0.24%-45,53613F-HRTimeline
Sovran Advisors, LLC125,286$7.34M0.95%-15,90313F-HRTimeline
Focus Financial Network, Inc.122,895$7.24M0.3%-24,19013F-HRTimeline
Farmers & Merchants Trust Co of Chamber…119,614$7.05M2.5%+14,56613F-HRTimeline
1ST SOURCE BANK119,051$7.02M0.41%-1,98913F-HRTimeline
INTEGRATED CAPITAL MANAGEMENT, INC.117,820$6.94M5.53%-1,93413F-HRTimeline
UNIQUE WEALTH, LLC116,519$6.87M1.3%+60,45613F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC115,898$6.83M0.15%+25,28013F-HRTimelineGroup
Kathmere Capital Management, LLC115,147$6.79M0.58%-3,95013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management115,002$6.78M0.22%+21113F-HRTimelineGroup
Cobblestone Asset Management LLC114,502$6.75M3.94%-30,54013F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC114,058$6.72M2.62%+5,52813F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC113,500$6.69M0.02%-95,80213F-HRTimelineGroup
SWMG, LLC109,833$6.65M2.64%-65,05213F-HRTimeline
LifeWealth Investments, LLC112,689$6.64M3.19%+55,12113F-HR/ATimeline
Spectrum Planning & Advisory Services I…112,584$6.64M5.52%+11,55313F-HRTimeline
Brady Martz Wealth Solutions, LLC111,404$6.57M1.49%-213F-HRTimeline
Callan Family Office, LLC109,156$6.43M0.48%-4,51013F-HRTimeline
SigFig Wealth Management, LLC107,779$6.41M0.23%-26,42813F-HRTimeline
Grayhawk Investment Strategies Inc.108,050$6.37M14.5%-28,40013F-HRTimeline
North Star Investment Management Corp.108,034$6.37M0.46%+1,88913F-HRTimeline
Mayflower Financial Advisors, LLC107,431$6.33M0.96%-6,79113F-HRTimeline
Ascent Capital Management, LLC107,287$6.32M6.37%-2,02413F-HRTimeline
COURIER CAPITAL LLC106,832$6.3M0.41%-1,62713F-HRTimeline
ShoreHaven Wealth Partners, LLC105,481$6.22M2.98%-36,42513F-HRTimeline
PrairieView Partners, LLC105,306$6.21M0.65%-39013F-HRTimeline
CoreCap Advisors, LLC105,129$6.2M0.27%+16,34313F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA104,506$6.16M0.03%+26013F-HRTimelineGroup
WCG Wealth Advisors LLC103,260$6.09M0.46%-37,66613F-HR/ATimeline
ATLAS CAPITAL ADVISORS INC.102,823$6.06M0.76%-39213F-HRTimeline
Vertex Planning Partners, LLC101,512$5.98M1.31%+57,48313F-HRTimeline
Seneca Financial Advisors LLC101,428$5.98M2.9%+1,48313F-HRTimeline
NorthRock Partners, LLC101,357$5.97M0.2%-2,53513F-HRTimeline
Capital Advantage, Inc.113,653$5.96M1.09%013F-HRTimeline
WALLER FINANCIAL PLANNING GROUP, INC98,975$5.83M1.64%+2,09013F-HRTimeline
Causey Wealth LLC98,933$5.83M3.26%-13,61113F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC98,706$5.82M0.13%+29,55513F-HRTimelineGroup
Hobbs Wealth Management, LLC96,789$5.7M6.33%-18,51413F-HR/ATimeline
True Vision MN LLC96,738$5.7M3.41%-21,88913F-HRTimeline
STAGE HARBOR FINANCIAL, LLC96,331$5.68M4.81%+7,84213F-HRTimeline
Efficient Advisors, LLC96,080$5.66M0.37%-31,11013F-HR/ATimeline
Capital Analysts, LLCin group Capital Analysts, LLC95,824$5.65M0.21%-19,00513F-HRTimelineGroup
Dorsey & Whitney Trust CO LLC94,137$5.55M0.32%-2,99613F-HRTimeline
Avantax Planning Partners, Inc.93,285$5.5M0.19%+6,13213F-HRTimeline
Gen-Wealth Partners Inc92,966$5.48M2.29%-6,93713F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC90,701$5.34M1.02%-20,53313F-HR/ATimeline
Shared Vision Wealth Group LLC89,743$5.29M2.89%-11,96413F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC89,076$5.25M1.23%new13F-HRTimeline
Qube Research & Technologies Ltd88,862$5.24M0.01%new13F-HRTimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC88,823$5.24M2.81%-6,00413F-HRTimeline
McNaughton Wealth Management, LLC88,796$5.23M2.54%new13F-HRTimeline
Gotham Asset Management, LLC88,729$5.23M0.04%+3,58113F-HRTimeline
Clifford Group, LLC86,927$5.12M4.79%+10,24813F-HRTimeline
KICKSTAND VENTURES, LLC.86,498$5.1M1.31%+7,53613F-HRTimeline
Robinswood Financial LLC85,824$5.06M1.87%-2,38113F-HRTimeline
COREPATH WEALTH PARTNERS LLC84,810$5.06M4.82%+1,55613F-HRTimeline
Advus Financial Partners, LLC83,877$4.94M2.12%-3,30113F-HR/ATimeline
Eaton Financial Holdings Company, LLC83,030$4.89M2.03%013F-HRTimeline
Wealth Architects, LLC82,878$4.88M0.54%-1,71813F-HR/ATimeline
ELEVATE WEALTH ADVISORY, INC82,579$4.87M3.45%-1,00813F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.81,606$4.81M2.12%-1,25213F-HRTimeline
ROCKLAND TRUST CO81,377$4.8M0.24%-99413F-HRTimeline
Shum Financial Group, Inc.80,721$4.76M4.12%+1,32413F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co80,679$4.76M0.06%-32313F-HRTimelineGroup
Ascent Group, LLCin group Ascent Group, LLC80,570$4.75M0.2%+52,32813F-HRTimelineGroup
M1 Capital Management LLC79,442$4.68M2.93%-28,27913F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC79,192$4.67M2.23%-15,07713F-HRTimeline
United Asset Strategies, Inc.79,151$4.67M0.43%+40,77913F-HRTimeline
5T Wealth, LLC79,067$4.66M2.65%-12,63813F-HRTimeline
180 WEALTH ADVISORS, LLC78,321$4.62M0.74%-2,19713F-HRTimeline
Montecito Bank & Trust78,166$4.61M0.82%-86513F-HRTimeline
Beirne Wealth Consulting Services, LLC77,688$4.58M1.63%+70713F-HRTimeline
Pinnacle Financial Partners Inc77,507$4.57M0.09%+22,65113F-HRTimeline
Legacy Financial Group LLC77,079$4.54M0.7%-31,39413F-HRTimeline
RWA WEALTH PARTNERS, LLC77,016$4.54M0.06%new13F-HRTimeline
Mutual Advisors, LLC74,344$4.5M0.13%-1,90713F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC76,033$4.48M0.89%-6,33213F-HRTimeline
Tradition Wealth Management, LLC75,675$4.46M0.39%-13,85613F-HRTimeline
Parkside Financial Bank & Trust73,310$4.32M0.55%-46113F-HRTimeline
Riverwater Partners LLC72,288$4.26M2.19%-16,27913F-HRTimeline
Arkadios Wealth Advisors71,931$4.24M0.16%+53,04813F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC71,364$4.21M1.14%-4,23213F-HRTimeline
PFG Advisors71,304$4.2M0.23%-4,45613F-HRTimeline
CAHILL FINANCIAL ADVISORS INC70,939$4.18M0.57%-2,08013F-HRTimeline
Zhang Financial LLC70,884$4.18M0.22%-4,64313F-HRTimeline
Modern Wealth Management, LLC70,593$4.16M0.13%+4,88813F-HR/ATimeline
ENDEAVOR PRIVATE WEALTH, INC.70,587$4.16M2.26%+4,09913F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.70,361$4.15M0.2%-27,70413F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC69,708$4.11M0.14%-3,93413F-HRTimeline
U.S. Capital Wealth Advisors, LLC69,597$4.1M0.13%-5,45813F-HRTimeline
Scissortail Wealth Management, LLC68,736$4.05M1.04%-26,08513F-HRTimeline
BlackDiamond Wealth Management, LLC65,475$4.04M2.73%+12,31713F-HRTimeline
Lansing Street Advisors68,167$4.02M1.34%+2,96213F-HRTimeline
Harbor Group, Inc.67,646$3.99M0.8%+9,99113F-HRTimeline
WORLD EQUITY GROUP, INC.67,548$3.98M1.14%+4,57113F-HRTimeline
Lantz Financial LLC67,362$3.97M1.09%-9,47113F-HRTimeline
Noble Family Wealth, LLC67,200$3.96M1.09%+3,24413F-HRTimeline
Quadrant Private Wealth Management, LLC67,161$3.96M0.99%-50313F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.66,776$3.94M2.08%-77613F-HRTimeline
Lifelong Wealth Advisors, Inc.66,689$3.93M1.84%-11,65013F-HRTimeline
NAPATREE CAPITAL LLC66,007$3.89M2.19%-39,04413F-HRTimeline
PITCAIRN COin group PITCAIRN CO65,887$3.88M0.23%013F-HRTimelineGroup
TWIN PEAKS WEALTH ADVISORS, LLC66,917$3.87M1.76%-10,64013F-HRTimeline
Cranbrook Wealth Management, LLC65,196$3.84M0.89%+89113F-HRTimeline
Yukon Wealth Management, Inc.65,186$3.84M1.6%13F-HRTimeline
Csenge Advisory Group65,333$3.83M0.22%-3,99013F-HRTimeline
Ashton Thomas Private Wealth, LLC63,961$3.77M0.14%-12,18813F-HRTimeline
FFG RETIREMENT ADVISORS LLC63,847$3.76M2.56%-7,83413F-HRTimeline
Clark Capital Management Group, Inc.63,490$3.74M0.03%new13F-HRTimeline
DOHJ, LLC62,924$3.71M0.85%+7,92413F-HRTimeline
B.O.S.S. Retirement Advisors, LLC62,409$3.68M1.07%+1,58713F-HRTimeline
Foundation Wealth Management, LLC62,121$3.66M2.87%-1,88013F-HRTimeline
Beacon Bridge Wealth Partners, LLC61,996$3.65M1.56%-6,84213F-HRTimeline
Disciplined Investments, LLC61,535$3.63M1.67%-25413F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…61,010$3.6M0.61%-2,16513F-HRTimeline
Financial Engines Advisors L.L.C.60,905$3.59M0.01%-1,63413F-HRTimeline
Mill Creek Capital Advisors, LLC60,845$3.59M0.09%-5,05313F-HRTimeline
Telos Capital Management, Inc.60,358$3.56M0.39%+2,73213F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC59,316$3.5M0.3%-55,54613F-HR/ATimeline
Braun-Bostich & Associates Inc.59,251$3.49M2.58%-8,42013F-HRTimeline
Claro Advisors Inc.58,956$3.47M0.47%-8,57413F-HRTimeline
VANCE WEALTH, LLC58,029$3.42M1.29%-4,67513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.57,398$3.38M0.03%+41413F-HRTimelineGroup
SOL Capital Management CO57,322$3.38M0.37%-2,84513F-HRTimeline
My Legacy Advisors, LLC56,632$3.34M1.29%-11,92113F-HRTimeline
Wealthspire Advisors, LLC56,436$3.33M0.02%+29,27213F-HRTimeline
ADE, LLC55,850$3.29M1.9%-46813F-HRTimeline
RFG Advisory, LLC55,791$3.29M0.09%-81,73413F-HRTimeline
VERUS CAPITAL PARTNERS, LLC55,370$3.26M0.33%-13,18413F-HR/ATimeline
Intrua Financial, LLC55,236$3.26M0.51%-7,20413F-HRTimeline
Narus Financial Partners, LLC53,420$3.15M1.07%+1,80713F-HRTimeline
Clayton Financial Group LLC53,377$3.15M1.15%+1,06013F-HRTimeline
CIBC WORLD MARKET INC.52,968$3.12M0.01%+1,14713F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding52,648$3.1M-107,902Timeline
Diversify Advisory Services, LLCgroup of 2 filers holding50,479$3.09M-16,788Timeline
AMG National Trust Bank51,009$3.01M0.08%-70013F-HRTimeline
SkyView Investment Advisors, LLC50,998$3.01M0.45%+2,48913F-HRTimeline
IFG Advisory, LLC50,798$2.99M0.17%-10,19913F-HRTimeline
Centurion Wealth Management LLC56,945$2.99M0.93%013F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC50,493$2.98M<0.01%new13F-HRTimelineGroup
THEORY FINANCIAL LLC50,375$2.97M1.25%-12,97213F-HRTimeline
Key Financial Inc49,705$2.93M0.64%013F-HRTimeline
Copperleaf Capital, LLC49,592$2.92M1.75%-14,56713F-HRTimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV49,320$2.91M1%-2,26813F-HRTimeline
Hoxton Planning & Management, LLC49,263$2.9M1.11%-8,03213F-HRTimeline
Davis Wealth Advisors, LLC49,201$2.9M3.28%-9,43613F-HRTimeline
W ADVISORS, LLC49,123$2.9M1.81%-7,89713F-HRTimeline
MONECO ADVISORS, LLC48,987$2.89M0.3%-35,85413F-HR/ATimeline
Prospera Financial Services Inc48,883$2.88M0.07%-9,04513F-HRTimeline
Salus Financial Advisors, LLC48,368$2.85M2.16%-5,16513F-HRTimeline
BridgePort Financial Solutions, LLC48,363$2.85M1.29%+5313F-HRTimeline
Avidian Wealth Enterprises, LLC48,133$2.84M0.13%-12,98713F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…47,943$2.83M0.16%+2,78013F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC47,763$2.82M<0.01%-15,24813F-HRTimelineGroup
Redwood Investment Management, LLCin group Redwood Investment Management…47,744$2.81M0.31%+2,66013F-HR/ATimelineGroup
WHITTIER TRUST CO47,727$2.81M0.04%+8013F-HRTimeline
Summit Financial Strategies, Inc.47,686$2.81M0.28%+1,09213F-HRTimeline
Dynamic Wealth Strategies, LLC47,256$2.79M2.32%-6,12913F-HRTimeline
RCS Financial Planning, LLC47,239$2.78M1.47%-5,36513F-HRTimeline
Barnes Wealth Management Group, Inc47,013$2.77M1.78%-15,23413F-HRTimeline
Advisory Alpha, LLC46,751$2.76M0.09%+1,31313F-HR/ATimeline
Quantum Portfolio Management LLC46,636$2.75M1.39%+3,94613F-HRTimeline
Gateway Wealth Partners, LLC46,200$2.72M0.61%-12,60813F-HRTimeline
Ridgeline Wealth, LLC45,560$2.69M2.28%-1,81213F-HRTimeline
Synergy Investment Management, LLC45,528$2.68M1.12%-22,62913F-HRTimeline
Retirement Wealth Solutions LLC45,406$2.68M2.16%+1,31413F-HRTimeline
Ifrah Financial Services, Inc.45,223$2.67M0.77%-89713F-HRTimeline
SAX WEALTH ADVISORS, LLC44,953$2.65M0.19%-4,07313F-HRTimeline
IFP Advisors, Inc44,893$2.65M0.08%-2,24413F-HRTimeline
OMNI 360 Wealth, Inc.44,173$2.6M1.74%+1,01513F-HR/ATimeline
Signal Advisors Wealth, LLC44,103$2.6M0.25%-2,84213F-HRTimeline
NewEdge Wealth, LLC44,067$2.6M0.05%-18013F-HRTimeline
L2 Asset Management, LLC42,534$2.51M0.52%new13F-HRTimeline
STOCK YARDS BANK & TRUST CO42,081$2.48M0.09%+13013F-HRTimeline
SHUFRO ROSE & CO LLC41,562$2.45M0.19%-5,28113F-HRTimeline
REGIMEN WEALTH, LLC40,660$2.4M0.77%-93613F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC40,327$2.38M<0.01%+9,24613F-HRTimelineGroup
SAGE FINANCIAL GROUP INC40,298$2.38M0.19%-8,97313F-HRTimeline
BCU Wealth Advisors, LLC40,140$2.37M1.23%+3,30713F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS39,443$2.32M0.09%+48113F-HRTimelineGroup
WARNER FINANCIAL, INC39,288$2.32M1.02%+31713F-HRTimeline