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Disclosery

EFV ISHARES TR

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SHS (fund)

1,107 managers (1,118 13F filers) reported a position in EFV shares at 2025-09-30, 350,281,250 shares in all. 98 filers opened a position and 47 filers sold out during the quarter.

Managers
1,107
13F filers
1,118
New
98
Added
354
Reduced
442
Sold out
47
Shares held by filers
350,281,250

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Ancora Advisors LLCin group Ancora Advisors LLC149,973$10.2M0.2%+21,62613F-HRTimelineGroup
Simplicity Wealth,LLC146,745$9.95M0.58%-170,13213F-HRTimeline
McLean Asset Management Corp144,026$9.87M2.03%-1,39413F-HRTimeline
Forthright Family Wealth Advisory LLC145,161$9.85M6.05%-13,91213F-HRTimeline
BOK Financial Private Wealth, Inc.143,896$9.76M0.61%-5,13213F-HRTimeline
Certus Wealth Management, LLC143,330$9.72M5.82%-15,29513F-HRTimeline
CSM Advisors, LLC143,271$9.71M0.27%+16,78613F-HRTimeline
Shum Financial Group, Inc.142,060$9.64M7.19%13F-HRTimeline
Vestmark Advisory Solutions, Inc.140,905$9.56M0.18%+6,93913F-HRTimeline
Farmers & Merchants Trust Co of Chamber…140,824$9.55M2.7%+13,70713F-HRTimeline
COMMERCE BANKin group COMMERCE BANK140,348$9.52M0.05%+99,11313F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC139,592$9.47M0.28%-16,80913F-HRTimelineGroup
Able Wealth Management LLC138,621$9.4M3.53%+54,95113F-HRTimeline
HOWARD BAILEY SECURITIES, LLC138,306$9.38M2.67%+1,71413F-HR/ATimeline
M1 Capital Management LLC135,974$9.22M3.98%+4,93613F-HRTimeline
LifeWealth Investments, LLC135,177$9.17M3.02%+8,04813F-HR/ATimeline
Sterling Capital Management LLC134,783$9.14M0.13%-16,26613F-HRTimeline
CHOREO, LLC134,772$9.14M0.12%-6,08113F-HRTimeline
Symmetry Partners, LLC134,230$9.1M0.99%+31,30013F-HRTimeline
STALEY CAPITAL ADVISERS INC133,353$9.05M0.37%013F-HRTimeline
Apella Capital, LLC132,225$9M0.2%-8,84713F-HRTimeline
Caisse de depot et placement du Quebec132,512$8.99M0.02%-915,63313F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC130,925$8.88M2.95%+13,75413F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …130,541$8.85M0.18%-93413F-HRTimelineGroup
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.129,427$8.78M0.33%+37,19313F-HRTimelineGroup
Mayflower Financial Advisors, LLC128,667$8.73M1.1%-30,61813F-HRTimeline
Allworth Financial LP128,248$8.7M0.04%-3,29513F-HRTimeline
Kingsview Wealth Management, LLC126,487$8.58M0.13%+13,63913F-HRTimeline
SigFig Wealth Management, LLC126,335$8.54M0.26%-25,78913F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC125,784$8.53M1.2%+17,25413F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP125,691$8.53M<0.01%-1,55313F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management123,109$8.35M0.28%+70113F-HRTimelineGroup
ENDEAVOR PRIVATE WEALTH, INC.122,524$8.31M2.57%+1,95213F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV122,126$8.28M0.56%+6,23113F-HRTimeline
1ST SOURCE BANK120,929$8.2M0.43%+1,73213F-HRTimeline
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC120,711$8.19M0.01%-98,16913F-HRTimelineGroup
Vertex Planning Partners, LLC120,146$8.15M1.56%-42,70013F-HRTimeline
Spectrum Planning & Advisory Services I…119,400$8.1M4.57%-2,01413F-HRTimeline
N.E.W. Advisory Services LLC117,090$7.94M0.71%+1,62713F-HRTimeline
CoreCap Advisors, LLC116,851$7.93M0.29%-7,73113F-HRTimeline
Hobbs Wealth Management, LLC116,651$7.91M6.64%-47,07813F-HRTimeline
Lifelong Wealth Advisors, Inc.116,084$7.87M2.35%+7,87613F-HRTimeline
True Vision MN LLC115,212$7.81M4.07%-21,70913F-HRTimeline
Capital Advantage, Inc.113,079$7.67M1.15%-46113F-HRTimeline
Brady Martz Wealth Solutions, LLC113,036$7.67M1.39%013F-HRTimeline
L2 Asset Management, LLC112,112$7.6M1.1%+37,62313F-HRTimeline
North Star Investment Management Corp.111,714$7.58M0.49%+2,07513F-HRTimeline
ShoreHaven Wealth Partners, LLC111,449$7.56M2.8%-56,20613F-HRTimeline
Quantum Portfolio Management LLC110,609$7.5M2.23%+40,21813F-HRTimeline
Quadrant Private Wealth Management, LLC109,935$7.46M1.36%+3,41313F-HRTimeline
Kathmere Capital Management, LLC107,874$7.32M0.52%-2,44313F-HRTimeline
Gen-Wealth Partners Inc106,831$7.25M2.45%-22,59613F-HRTimeline
Siligmueller & Norvid Wealth Advisors L…106,598$7.23M3.25%new13F-HRTimeline
WCG Wealth Advisors LLC106,238$7.21M0.45%+71213F-HRTimeline
VestGen Advisors, LLC105,957$7.19M0.24%+2,50413F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/105,432$7.15M0.01%+100,00713F-HRTimelineGroup
Callan Family Office, LLC104,919$7.12M0.23%-16013F-HRTimeline
COURIER CAPITAL LLC104,780$7.11M0.41%-1,94013F-HRTimeline
Ascent Capital Management, LLC104,592$7.09M5.66%-3,76213F-HRTimeline
Lansing Street Advisors104,539$7.09M1.88%+35,47413F-HRTimeline
Glenmede Investment Management, LP104,428$7.08M0.03%-19,12413F-HRTimeline
Advus Financial Partners, LLC104,153$7.06M2.62%+11,00213F-HR/ATimeline
SOL Capital Management CO103,422$7.01M0.63%+21,60013F-HRTimeline
Prospera Financial Services Inc103,343$7.01M0.12%+5,38713F-HRTimeline
Avantax Planning Partners, Inc.102,565$6.96M0.2%-37913F-HRTimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC100,993$6.85M3.07%-20,43613F-HRTimeline
Shared Vision Wealth Group LLC99,795$6.8M2.88%-4,54313F-HRTimeline
WALLER FINANCIAL PLANNING GROUP, INC98,925$6.71M1.54%-1,28013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC98,315$6.67M2.28%-17,30213F-HRTimeline
NorthRock Partners, LLC97,949$6.64M0.12%-1,37213F-HRTimeline
Modern Wealth Management, LLC97,410$6.61M0.13%-10,58113F-HRTimeline
PFG Advisors97,380$6.61M0.27%new13F-HRTimeline
Seneca Financial Advisors LLC97,326$6.6M2.16%-1713F-HRTimeline
Scissortail Wealth Management, LLC96,600$6.55M1.43%+25,82513F-HRTimeline
STAGE HARBOR FINANCIAL, LLC94,717$6.42M4.7%-9913F-HRTimeline
Beacon Bridge Wealth Partners, LLC94,303$6.4M2.28%+3,04813F-HRTimeline
Dorsey & Whitney Trust CO LLC94,137$6.39M0.34%013F-HRTimeline
Koss-Olinger Consulting, LLC100,520$6.38M0.53%013F-HRTimeline
Montecito Bank & Trust92,984$6.31M0.98%13F-HRTimeline
Maryland State Retirement & Pension Sys…91,800$6.23M0.13%+23,12213F-HRTimeline
Lantz Financial LLC91,668$6.22M1.38%-7,17213F-HRTimeline
Causey Wealth LLC90,841$6.16M3.01%-3,13613F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC90,717$6.15M2.42%-8,21013F-HRTimeline
Csenge Advisory Group89,710$6.09M0.29%-4,30613F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC89,442$6.07M1.29%-1,32813F-HRTimeline
Gotham Asset Management, LLC88,729$6.02M0.03%013F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding87,601$6M+39,340Timeline
Pinnacle Financial Partners Inc86,787$5.89M0.14%-1,23713F-HRTimeline
KICKSTAND VENTURES, LLC.86,686$5.88M1.29%-2,68913F-HRTimeline
NorthCoast Asset Management LLC86,447$5.86M0.02%+47,32613F-HRTimeline
Landing Point Financial Group, LLC85,667$5.81M3.03%new13F-HRTimeline
ASHTON THOMAS SECURITIES, LLC84,964$5.76M0.81%new13F-HRTimeline
Mutual Advisors, LLC84,005$5.74M0.13%+3,74613F-HRTimeline
Clifford Group, LLC84,584$5.74M4.47%-63413F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co84,255$5.72M0.06%-81113F-HRTimelineGroup
5T Wealth, LLC83,367$5.65M2.47%-2,85913F-HRTimeline
Kingdom Financial Group LLC.83,355$5.65M3.46%+14,01513F-HRTimeline
Eaton Financial Holdings Company, LLC83,013$5.63M1.59%-1713F-HRTimeline
FFG RETIREMENT ADVISORS LLC82,898$5.62M3.49%+12,16013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.82,495$5.6M0.07%+27,66713F-HRTimelineGroup
Robinswood Financial LLC81,943$5.56M1.85%+61413F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…81,904$5.56M0.1%+32,28113F-HRTimelineGroup
Arkadios Wealth Advisors81,780$5.55M0.14%+2,09113F-HRTimeline
McNaughton Wealth Management, LLC81,038$5.5M2.32%-29,10213F-HRTimeline
Wealth Architects, LLC80,387$5.45M0.51%-2,73713F-HRTimeline
Tradition Wealth Management, LLC79,808$5.41M0.4%-30,44213F-HRTimeline
Braun-Bostich & Associates Inc.79,589$5.4M3.4%-3,32013F-HRTimeline
U.S. Capital Wealth Advisors, LLC79,102$5.37M0.14%-1,90513F-HRTimeline
IFP Advisors, Inc78,686$5.34M0.14%+1,24313F-HR/ATimeline
180 WEALTH ADVISORS, LLC77,907$5.28M0.64%-1,08413F-HRTimeline
ROCKLAND TRUST CO77,590$5.26M0.22%-52813F-HRTimeline
ELEVATE WEALTH ADVISORY, INC77,360$5.25M3.81%-1,62813F-HRTimeline
COREPATH WEALTH PARTNERS LLC76,394$5.24M3.8%-8,79113F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.76,995$5.22M1.87%-3,49513F-HRTimeline
United Asset Strategies, Inc.76,538$5.19M0.42%-1,21513F-HRTimeline
Copperleaf Capital, LLC76,325$5.18M2.48%+26,91013F-HRTimeline
Noble Family Wealth, LLC75,521$5.12M1.13%+5,35113F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.74,699$5.07M0.04%+3,06313F-HRTimelineGroup
WORLD EQUITY GROUP, INC.74,472$5.05M1.15%+5,05513F-HRTimeline
Riverwater Partners LLC72,288$4.9M2.04%013F-HRTimeline
Gateway Wealth Partners, LLC71,511$4.85M0.65%-6,50013F-HRTimeline
Efficient Advisors, LLC71,249$4.83M0.27%-9,78013F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC70,922$4.81M1.15%013F-HRTimeline
EHRLICH FINANCIAL GROUP70,564$4.79M2.84%+4,33813F-HRTimeline
Davis Wealth Advisors, LLC70,278$4.77M4.28%-50713F-HRTimeline
Barnes Wealth Management Group, Inc70,153$4.76M2.62%-1,48013F-HRTimeline
Zhang Financial LLC69,961$4.75M0.19%-76813F-HRTimeline
Geneos Wealth Management Inc.69,705$4.73M0.12%+1,10713F-HRTimeline
CAHILL FINANCIAL ADVISORS INC68,662$4.66M0.53%-2,34113F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC68,611$4.65M0.77%-3,44313F-HRTimeline
VERUS CAPITAL PARTNERS, LLC68,364$4.64M0.36%-6,94113F-HR/ATimeline
Harbor Group, Inc.68,308$4.63M0.74%013F-HRTimeline
Cranbrook Wealth Management, LLC67,571$4.58M0.92%-1,63113F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…66,535$4.51M0.49%+7,89313F-HR/ATimelineGroup
Parkside Financial Bank & Trust65,513$4.44M0.34%-12,42313F-HRTimeline
Northwest Capital Management Inc64,239$4.36M4.58%-28,14413F-HRTimeline
MMA ASSET MANAGEMENT LLC63,939$4.34M1.45%-12,88513F-HRTimeline
Avidian Wealth Enterprises, LLC63,711$4.32M0.16%-6,14313F-HRTimeline
Yukon Wealth Management, Inc.63,635$4.32M1.41%-2,76513F-HRTimeline
Disciplined Investments, LLC63,345$4.3M1.71%-413F-HRTimeline
Hoxton Planning & Management, LLC62,371$4.23M1.36%-8,88813F-HRTimeline
Retirement Wealth Solutions LLC62,248$4.22M2.77%-2,20413F-HRTimeline
Telos Capital Management, Inc.61,989$4.2M0.4%+42013F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…61,980$4.2M0.67%-50013F-HRTimeline
Cornerstone Planning Group LLC60,345$4.14M0.66%+58,82913F-HRTimeline
Narus Financial Partners, LLC61,015$4.14M1.13%+5,24313F-HR/ATimeline
RCS Financial Planning, LLC60,119$4.08M1.81%-3,47413F-HRTimeline
CIBC WORLD MARKET INC.59,644$4.05M0.01%+2,52513F-HRTimeline
THEORY FINANCIAL LLC58,677$4.02M1.42%-16,75613F-HRTimeline
Mach-1 Financial Group, LLC58,329$3.96M0.63%new13F-HRTimeline
Integrity Advisory Solutions, LLC58,329$3.96M0.63%13F-HRTimeline
Centurion Wealth Management LLC58,013$3.94M0.9%-9,17813F-HRTimeline
Wealthspire Advisors, LLC57,756$3.92M0.02%-1,05813F-HRTimeline
Synergy Investment Management, LLC57,690$3.91M1.49%-29,51413F-HRTimeline
RFG Advisory, LLC57,406$3.89M0.08%-14,22313F-HRTimeline
Foundation Wealth Management, LLC57,215$3.88M2.48%-2,20513F-HRTimeline
B. Riley Wealth Advisors, Inc.56,034$3.8M0.18%-6,73913F-HRTimeline
Mill Creek Capital Advisors, LLC55,908$3.79M0.08%-4,93713F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT55,418$3.76M0.06%-5,34713F-HRTimeline
STOCK YARDS BANK & TRUST CO55,283$3.75M0.12%+5,57213F-HRTimeline
SAX WEALTH ADVISORS, LLC55,243$3.75M0.2%-81213F-HRTimeline
Centerline Wealth Advisors, LLC55,159$3.74M1.63%new13F-HRTimeline
IFG Advisory, LLC54,564$3.7M0.17%-11,71613F-HRTimeline
VANCE WEALTH, LLC53,945$3.66M1.13%-2,31713F-HRTimeline
ADE, LLC53,935$3.66M1.85%-1,95113F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…53,779$3.65M0.14%+1,33413F-HRTimelineGroup
World Investment Advisors53,646$3.64M0.07%-54,79013F-HRTimeline
W ADVISORS, LLC53,455$3.63M1.91%-5,65813F-HRTimeline
AMG National Trust Bank52,217$3.54M0.09%+66413F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.51,848$3.52M1.9%-13,09213F-HRTimeline
GeoWealth Management, LLC51,190$3.47M0.13%+8,55413F-HRTimeline
BridgePort Financial Solutions, LLC51,000$3.46M0.93%-9,70513F-HRTimeline
Key Financial Inc50,066$3.42M0.63%013F-HRTimeline
BlackDiamond Wealth Management, LLC50,349$3.42M1.86%-12,99613F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC50,226$3.41M<0.01%+2,76713F-HRTimelineGroup
SIGNET FINANCIAL MANAGEMENT, LLC49,516$3.36M0.39%-11,68513F-HRTimeline
WHITTIER TRUST CO48,658$3.34M0.04%+45013F-HRTimeline
BUSH INVESTMENT GROUP, LLC49,272$3.34M1.98%-11,17813F-HRTimeline
TD Waterhouse Canada Inc.48,929$3.34M0.02%+8,41313F-HRTimeline
Dynamic Wealth Strategies, LLC48,816$3.31M2.21%+3113F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC48,717$3.3M0.07%+9,66713F-HRTimeline
Smartleaf Asset Management LLC48,772$3.3M0.2%+46413F-HRTimeline
B.O.S.S. Retirement Advisors, LLC48,360$3.28M0.78%-7,45513F-HRTimeline
Salus Financial Advisors, LLC47,948$3.25M2.01%+37913F-HRTimeline
LifePlan Investment Advisors, Inc.47,648$3.23M1.36%+66513F-HRTimeline
Brookwood Investment Group LLC47,610$3.23M0.42%+7013F-HRTimeline
Claro Advisors Inc.47,232$3.2M0.47%-40,24813F-HRTimeline
Advisory Alpha, LLC46,720$3.18M0.09%+2,23313F-HRTimeline
FULLCIRCLE WEALTH LLC46,444$3.16M1.11%-6,48313F-HRTimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV46,466$3.15M0.91%-92413F-HRTimeline
LANARK FINANCIAL, INC.46,434$3.15M0.24%+4,23513F-HRTimeline
SAGE FINANCIAL GROUP INC46,396$3.15M0.21%+5,51313F-HRTimeline
NewEdge Wealth, LLC45,575$3.12M0.04%+45213F-HRTimeline
REGIMEN WEALTH, LLC46,023$3.12M0.93%+12713F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS45,893$3.11M0.12%+3,76013F-HRTimelineGroup
Patriot Financial Group Insurance Agenc…45,629$3.1M0.4%-6,92413F-HRTimeline
Addison Capital Co45,498$3.09M0.91%+10,02413F-HRTimeline
BCU Wealth Advisors, LLC45,082$3.06M1.24%-2,56913F-HRTimeline
WARNER FINANCIAL, INC44,765$3.04M1.13%+75513F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …44,705$3.03M0.18%+93813F-HRTimeline