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Disclosery

EFV ISHARES TR

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SHS (fund)

1,063 managers (1,074 13F filers) reported a position in EFV shares at 2025-06-30, 375,530,773 shares in all. 101 filers opened a position and 44 filers sold out during the quarter.

Managers
1,063
13F filers
1,074
New
101
Added
557
Reduced
256
Sold out
44
Shares held by filers
375,530,773

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
POTOMAC FUND MANAGEMENT INC /ADV158,182$10M0.57%new13F-HR/ATimeline
Capital Analysts, LLCin group Capital Analysts, LLC156,401$9.93M0.33%+60,57713F-HRTimelineGroup
SigFig Wealth Management, LLC152,124$9.66M0.32%+44,34513F-HRTimeline
Yeomans Consulting Group, Inc.151,704$9.65M3.99%new13F-HRTimeline
Sterling Capital Management LLC151,049$9.59M0.14%-23,17513F-HR/ATimeline
BOK Financial Private Wealth, Inc.149,028$9.46M0.63%-4,94013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC148,459$9.42M0.26%+78,75113F-HRTimeline
Van Hulzen Asset Management, LLC146,794$9.32M0.78%+1,63813F-HRTimeline
McLean Asset Management Corp145,420$9.29M2.44%-2,23713F-HRTimeline
CHOREO, LLC140,853$8.94M0.12%-34,88713F-HRTimeline
Apella Capital, LLC141,072$8.9M0.24%-7,24613F-HRTimeline
UNIQUE WEALTH, LLC139,829$8.88M1.43%+23,31013F-HRTimeline
True Vision MN LLC136,921$8.69M4.81%+40,18313F-HRTimeline
HOWARD BAILEY SECURITIES, LLC136,592$8.67M2.67%-7,30413F-HR/ATimeline
CITIGROUP INCin group CITIGROUP INC135,241$8.59M0.01%+7,26013F-HRTimelineGroup
Vestmark Advisory Solutions, Inc.133,966$8.5M0.12%-39,55513F-HRTimeline
STALEY CAPITAL ADVISERS INC133,353$8.47M0.36%+7,16013F-HRTimeline
Allworth Financial LP131,543$8.35M0.04%+8,40613F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …131,475$8.35M0.19%+41713F-HRTimelineGroup
M1 Capital Management LLC131,038$8.32M4.19%+51,59613F-HRTimeline
Gen-Wealth Partners Inc129,427$8.22M3.17%+36,46113F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC128,347$8.15M0.17%+12,44913F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC128,243$8.14M0.16%+29,53713F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP127,244$8.08M<0.01%+28213F-HRTimelineGroup
LifeWealth Investments, LLC127,129$8.07M2.93%+14,44013F-HR/ATimeline
Farmers & Merchants Trust Co of Chamber…127,117$8.07M2.52%+7,50313F-HRTimeline
CSM Advisors, LLC126,485$8.03M0.23%013F-HRTimeline
RESOLUTE WEALTH ADVISOR, INC.106,795$7.94M4.52%13F-HRTimeline
CoreCap Advisors, LLC124,582$7.91M0.32%+19,45313F-HRTimeline
Glenmede Investment Management, LP123,552$7.84M0.04%13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management122,408$7.77M0.28%+7,40613F-HRTimelineGroup
ONE WEALTH CAPITAL MANAGEMENT, LLC121,429$7.71M3.62%+32,60613F-HRTimeline
Spectrum Planning & Advisory Services I…121,414$7.71M4.98%+8,83013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC115,617$7.69M2.49%+48,70013F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.120,572$7.65M3.62%+49,98513F-HRTimeline
1ST SOURCE BANK119,197$7.57M0.42%+14613F-HRTimeline
INTEGRATED CAPITAL MANAGEMENT, INC.118,287$7.51M5.71%+46713F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC117,171$7.44M2.7%+3,11313F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV115,895$7.36M0.53%+89,29813F-HRTimeline
N.E.W. Advisory Services LLC115,463$7.33M0.71%-63,88213F-HRTimeline
Capital Advantage, Inc.113,540$7.21M1.14%-11313F-HRTimeline
Brady Martz Wealth Solutions, LLC113,036$7.18M1.39%+1,63213F-HRTimeline
Kingsview Wealth Management, LLC112,848$7.16M0.12%+76,05413F-HRTimeline
MGO ONE SEVEN LLC110,969$7.04M0.23%+92,21013F-HRTimeline
Kathmere Capital Management, LLC110,317$7M0.54%-4,83013F-HRTimeline
Tradition Wealth Management, LLC110,250$7M0.56%+34,57513F-HRTimeline
McNaughton Wealth Management, LLC110,140$6.99M3.12%+21,34413F-HRTimeline
North Star Investment Management Corp.109,639$6.96M0.49%+1,60513F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC108,530$6.89M1.08%+17,82913F-HRTimeline
World Investment Advisors108,436$6.88M0.16%-54,52013F-HRTimeline
Ascent Capital Management, LLC108,354$6.88M6.11%+1,06713F-HRTimeline
Lifelong Wealth Advisors, Inc.108,208$6.87M2.28%+41,51913F-HRTimeline
Modern Wealth Management, LLC107,991$6.86M0.17%+37,39813F-HR/ATimeline
COURIER CAPITAL LLC106,720$6.77M0.41%-11213F-HRTimeline
Quadrant Private Wealth Management, LLC106,522$6.76M1.4%+39,36113F-HRTimeline
WCG Wealth Advisors LLC105,526$6.7M0.43%+2,26613F-HRTimeline
Callan Family Office, LLC105,079$6.67M0.21%-4,07713F-HRTimeline
VestGen Advisors, LLC103,453$6.63M0.26%new13F-HRTimeline
Shared Vision Wealth Group LLC104,338$6.61M3.3%+14,59513F-HRTimeline
Avantax Planning Partners, Inc.102,944$6.53M0.21%+9,65913F-HRTimeline
PrairieView Partners, LLC102,940$6.53M0.63%-2,36613F-HRTimeline
Symmetry Partners, LLC102,930$6.53M0.8%-37,39713F-HRTimeline
ATLAS CAPITAL ADVISORS INC.102,280$6.49M0.79%-54313F-HRTimeline
Ashton Thomas Private Wealth, LLC100,653$6.39M0.23%+36,69213F-HRTimeline
Koss-Olinger Consulting, LLC100,520$6.38M0.52%-27,21513F-HRTimeline
WALLER FINANCIAL PLANNING GROUP, INC100,205$6.36M1.54%+1,23013F-HRTimeline
NorthRock Partners, LLC99,321$6.3M0.16%-2,03613F-HR/ATimeline
FIRETHORN WEALTH PARTNERS, LLC98,927$6.28M2.72%+19,73513F-HRTimeline
Lantz Financial LLC98,840$6.27M1.56%+31,47813F-HRTimeline
Prospera Financial Services Inc97,956$6.22M0.12%+49,07313F-HRTimeline
Seneca Financial Advisors LLC97,343$6.18M2.38%-4,08513F-HRTimeline
STAGE HARBOR FINANCIAL, LLC94,816$6.02M4.89%-1,51513F-HRTimeline
Csenge Advisory Group94,016$5.98M0.31%+28,68313F-HRTimeline
Dorsey & Whitney Trust CO LLC94,137$5.98M0.32%013F-HRTimeline
Causey Wealth LLC93,977$5.97M3.07%-4,95613F-HRTimeline
Advus Financial Partners, LLC93,151$5.91M2.34%+9,27413F-HR/ATimeline
Northwest Capital Management Inc92,383$5.86M3.18%-43,11013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.92,234$5.86M0.26%+21,87313F-HRTimelineGroup
Beacon Bridge Wealth Partners, LLC91,255$5.79M2.3%+29,25913F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC90,770$5.76M1.26%+1,69413F-HRTimeline
KICKSTAND VENTURES, LLC.89,375$5.67M1.33%+2,87713F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC88,876$5.64M0.44%+29,56013F-HR/ATimeline
Gotham Asset Management, LLC88,729$5.63M0.03%013F-HRTimeline
Pinnacle Financial Partners Inc88,024$5.59M0.12%+10,51713F-HRTimeline
Claro Advisors Inc.87,480$5.55M0.92%+28,52413F-HRTimeline
Gilbert Capital Group, Inc.87,436$5.55M4.6%13F-HRTimeline
Synergy Investment Management, LLC87,204$5.54M3.34%+41,67613F-HRTimeline
Legacy Financial Group LLC87,129$5.53M0.77%+10,05013F-HRTimeline
5T Wealth, LLC86,226$5.47M2.79%+7,15913F-HRTimeline
COREPATH WEALTH PARTNERS LLC85,185$5.45M4.59%+37513F-HRTimeline
Clifford Group, LLC85,218$5.41M4.44%-1,70913F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co85,066$5.4M0.07%+4,38713F-HRTimelineGroup
Able Wealth Management LLC83,670$5.31M2.68%+51,20613F-HRTimeline
Wealth Architects, LLC83,124$5.28M0.54%+24613F-HRTimeline
Eaton Financial Holdings Company, LLC83,030$5.27M1.62%013F-HRTimeline
Braun-Bostich & Associates Inc.82,909$5.26M3.59%+23,65813F-HRTimeline
Mutual Advisors, LLC80,259$5.24M0.13%+5,91513F-HRTimeline
SOL Capital Management CO81,822$5.19M0.5%+24,50013F-HRTimeline
Robinswood Financial LLC81,329$5.16M1.83%-4,49513F-HRTimeline
Efficient Advisors, LLC81,029$5.14M0.31%-15,05113F-HRTimeline
U.S. Capital Wealth Advisors, LLC81,007$5.14M0.15%+11,41013F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.80,490$5.11M2%-1,11613F-HRTimeline
Arkadios Wealth Advisors79,689$5.06M0.15%+7,75813F-HRTimeline
180 WEALTH ADVISORS, LLC78,991$5.01M0.7%+67013F-HRTimeline
ELEVATE WEALTH ADVISORY, INC78,988$5.01M3.57%-3,59113F-HRTimeline
SWP FINANCIAL LLC78,569$4.99M2.74%+39,88013F-HRTimeline
ROCKLAND TRUST CO78,118$4.96M0.24%-3,25913F-HRTimeline
Gateway Wealth Partners, LLC78,011$4.95M0.94%+31,81113F-HRTimeline
My Legacy Advisors, LLC77,161$4.95M1.76%+20,52913F-HRTimeline
Parkside Financial Bank & Trust77,936$4.95M0.53%+4,62613F-HRTimeline
United Asset Strategies, Inc.77,753$4.94M0.42%-1,39813F-HRTimeline
IFP Advisors, Inc77,443$4.92M0.14%+32,55013F-HRTimeline
MMA ASSET MANAGEMENT LLC76,824$4.88M1.87%-132,65513F-HRTimeline
VERUS CAPITAL PARTNERS, LLC75,305$4.78M0.43%+19,93513F-HR/ATimeline
THEORY FINANCIAL LLC75,433$4.78M1.81%+25,05813F-HRTimeline
L2 Asset Management, LLC74,489$4.73M0.77%+31,95513F-HRTimeline
Riverwater Partners LLC72,288$4.59M2.16%013F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC72,054$4.57M0.83%-3,97913F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.71,636$4.55M0.04%+14,23813F-HRTimelineGroup
Barnes Wealth Management Group, Inc71,633$4.55M2.69%+24,62013F-HRTimeline
RFG Advisory, LLC71,629$4.55M0.11%+15,83813F-HRTimeline
Hoxton Planning & Management, LLC71,259$4.52M1.56%+21,99613F-HRTimeline
CAHILL FINANCIAL ADVISORS INC71,003$4.51M0.56%+6413F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC70,922$4.5M1.16%-44213F-HRTimeline
Davis Wealth Advisors, LLC70,785$4.49M4.77%+21,58413F-HRTimeline
Scissortail Wealth Management, LLC70,775$4.49M1.08%+2,03913F-HRTimeline
FFG RETIREMENT ADVISORS LLC70,738$4.49M2.81%+6,89113F-HRTimeline
Zhang Financial LLC70,729$4.49M0.21%-15513F-HRTimeline
Quantum Portfolio Management LLC70,391$4.47M2.13%+23,75513F-HRTimeline
Noble Family Wealth, LLC70,170$4.45M1.09%+2,97013F-HRTimeline
Avidian Wealth Enterprises, LLC69,854$4.43M0.18%+21,72113F-HRTimeline
WORLD EQUITY GROUP, INC.69,417$4.41M1.2%+1,86913F-HRTimeline
Kingdom Financial Group LLC.69,340$4.4M3.85%-56,82713F-HRTimeline
Cranbrook Wealth Management, LLC69,202$4.39M0.94%+4,00613F-HRTimeline
Lansing Street Advisors69,065$4.38M1.31%+89813F-HRTimeline
Maryland State Retirement & Pension Sys…68,678$4.36M0.1%+41,57713F-HRTimeline
Geneos Wealth Management Inc.68,598$4.35M0.11%-70,10813F-HRTimeline
Harbor Group, Inc.68,308$4.34M0.77%+66213F-HRTimeline
WealthPlan Investment Management, LLC67,277$4.27M0.31%new13F-HRTimeline
Centurion Wealth Management LLC67,191$4.27M1.22%+10,24613F-HRTimeline
Yukon Wealth Management, Inc.66,400$4.22M1.51%+1,21413F-HRTimeline
IFG Advisory, LLC66,280$4.21M0.21%+15,48213F-HRTimeline
EHRLICH FINANCIAL GROUP66,226$4.2M2.72%+27,21413F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.64,940$4.12M2.01%-1,83613F-HRTimeline
Retirement Wealth Solutions LLC64,452$4.09M2.99%+19,04613F-HRTimeline
DOHJ, LLC68,422$4.08M1.19%+5,49813F-HRTimeline
RCS Financial Planning, LLC63,593$4.04M2.01%+16,35413F-HRTimeline
BlackDiamond Wealth Management, LLC63,345$4.03M2.32%-2,13013F-HRTimeline
Disciplined Investments, LLC63,349$4.02M1.7%+1,81413F-HRTimeline
B. Riley Wealth Advisors, Inc.62,773$3.98M0.19%-135,69013F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…62,480$3.97M0.65%+1,47013F-HRTimeline
Net Worth Advisory Group61,694$3.92M0.87%+48,89313F-HRTimeline
Telos Capital Management, Inc.61,569$3.91M0.4%+1,21113F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC61,201$3.89M0.49%+31,11813F-HRTimeline
Mill Creek Capital Advisors, LLC60,845$3.86M0.09%013F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT60,765$3.86M0.06%new13F-HRTimeline
BridgePort Financial Solutions, LLC60,705$3.85M1.28%+12,34213F-HRTimeline
BUSH INVESTMENT GROUP, LLC60,450$3.84M2.58%+22,71313F-HRTimeline
Foundation Wealth Management, LLC59,420$3.77M2.63%-2,70113F-HRTimeline
W ADVISORS, LLC59,113$3.75M2.15%+9,99013F-HRTimeline
Wealthspire Advisors, LLC58,814$3.73M0.02%+2,37813F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…58,642$3.72M0.39%+10,89813F-HR/ATimelineGroup
Qube Research & Technologies Ltd58,089$3.69M0.01%-30,77313F-HRTimeline
CIBC WORLD MARKET INC.57,119$3.63M0.01%+4,15113F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC56,671$3.6M0.17%+21,47113F-HRTimeline
VANCE WEALTH, LLC56,262$3.57M1.2%-1,76713F-HRTimeline
SAX WEALTH ADVISORS, LLC56,055$3.56M0.21%+11,10213F-HRTimeline
ADE, LLC55,886$3.55M1.89%+3613F-HRTimeline
B.O.S.S. Retirement Advisors, LLC55,815$3.54M0.89%-6,59413F-HRTimeline
Narus Financial Partners, LLC55,772$3.54M1.11%+2,35213F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding54,828$3.48M+2,180Timeline
FULLCIRCLE WEALTH LLC52,927$3.39M1.26%+20,18213F-HRTimeline
Patriot Financial Group Insurance Agenc…52,553$3.34M0.38%+17,17413F-HRTimeline
Commonwealth Retirement Investments LLC52,551$3.34M1.27%+18,30913F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…52,445$3.33M0.15%+4,50213F-HRTimelineGroup
AMG National Trust Bank51,553$3.27M0.09%+54413F-HRTimeline
BLALOCK WILLIAMS, LLC50,834$3.23M3.22%+17,42413F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding48,261$3.21M-2,218Timeline
Key Financial Inc50,066$3.18M0.64%+36113F-HRTimeline
STOCK YARDS BANK & TRUST CO49,711$3.16M0.11%+7,63013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…49,623$3.15M0.06%+20,31913F-HRTimelineGroup
Copperleaf Capital, LLC49,415$3.14M1.59%-17713F-HRTimeline
Interchange Capital Partners, LLC49,124$3.11M0.72%+18,75713F-HR/ATimeline
Dynamic Wealth Strategies, LLC48,785$3.1M2.23%+1,52913F-HRTimeline
Smartleaf Asset Management LLC48,308$3.07M0.27%+39,08313F-HRTimeline
WHITTIER TRUST CO48,208$3.06M0.04%+48113F-HRTimeline
BCU Wealth Advisors, LLC47,651$3.02M1.36%+7,51113F-HRTimeline
Salus Financial Advisors, LLC47,569$3.02M2.03%-79913F-HRTimeline
Brookwood Investment Group LLC47,540$3.02M0.49%+13,99213F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC47,459$3.01M<0.01%-30413F-HRTimelineGroup
DROMS STRAUSS ADVISORS INC /MO/ /ADV47,390$3.01M0.92%-1,93013F-HRTimeline
LifePlan Investment Advisors, Inc.46,983$2.98M1.48%+14,41513F-HRTimeline
NewEdge Wealth, LLC45,123$2.94M0.05%+1,05613F-HRTimeline
REGIMEN WEALTH, LLC45,896$2.91M0.9%+5,23613F-HRTimeline
WealthPLAN Partners, LLC45,298$2.88M0.46%+14,67813F-HRTimeline
Ironwood Investment Counsel, LLC42,502$2.86M0.44%+7,51413F-HRTimeline
Summit Financial Strategies, Inc.44,559$2.83M0.26%-3,12713F-HRTimeline
Tradewinds, LLC.44,506$2.83M2.14%new13F-HRTimeline
Merkkuri Wealth Advisors LLC44,506$2.83M2.14%+15,72813F-HRTimeline
Advisory Alpha, LLC44,487$2.82M0.09%-2,26413F-HRTimeline