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Disclosery

EFV ISHARES TR

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SHS (fund)

1,222 managers (1,237 13F filers) reported a position in EFV shares at 2025-12-31, 342,947,584 shares in all. 100 filers opened a position and 57 filers sold out during the quarter.

Managers
1,222
13F filers
1,237
New
100
Added
434
Reduced
435
Sold out
57
Shares held by filers
342,947,584

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Able Wealth Management LLC171,171$12.2M3.87%+32,55013F-HRTimeline
Advisory Services Network, LLC170,621$12.2M0.17%-11,63413F-HRTimeline
Van Hulzen Asset Management, LLC169,462$12.1M0.89%+17,68613F-HRTimeline
RTD Financial Advisors, Inc.168,378$12M1.47%-4,62413F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC168,110$12M0.27%-9,14113F-HRTimeline
Snowden Capital Advisors LLC167,720$12M0.31%+7,66913F-HRTimeline
WealthShield Partners, LLC165,107$11.8M1.3%-19,64613F-HRTimeline
L2 Asset Management, LLC163,742$11.7M1.56%+51,63013F-HRTimeline
Invst, LLC162,134$11.6M1.26%-45,01413F-HRTimeline
Pettinga Financial Advisors LLC162,122$11.6M2.2%-51,56913F-HRTimeline
Simplicity Wealth,LLC159,611$11.4M0.68%+12,86613F-HRTimeline
Bay Harbor Wealth Management, LLC159,204$11.4M2.97%-10,38013F-HRTimeline
BIP Wealth, LLC158,554$11.3M0.4%+2,27813F-HRTimeline
Security Financial Services, INC.152,022$10.9M1.7%-38,15513F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC150,573$10.8M0.02%-6,77213F-HRTimelineGroup
Sovran Advisors, LLC145,539$10.7M0.91%-24,06913F-HRTimeline
Forthright Family Wealth Advisory LLC147,906$10.6M6.64%+2,74513F-HRTimeline
Shum Financial Group, Inc.147,386$10.5M7.58%+5,32613F-HRTimeline
Ball & Co Wealth Management Inc.146,628$10.5M6.74%+117,24113F-HRTimeline
McLean Asset Management Corp141,977$10.4M1.87%-2,04913F-HRTimeline
Prospera Financial Services Inc145,679$10.4M0.17%+42,33613F-HRTimeline
LifeWealth Investments, LLC144,065$10.3M3.26%+8,88813F-HRTimeline
Farmers & Merchants Trust Co of Chamber…143,955$10.3M2.88%+3,13113F-HRTimeline
HOWARD BAILEY SECURITIES, LLC143,504$10.2M4.04%+5,19813F-HRTimeline
BOK Financial Private Wealth, Inc.143,305$10.2M0.63%-59113F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…140,035$10M0.11%+58,13113F-HRTimelineGroup
N.E.W. Advisory Services LLC139,344$9.95M0.74%+22,25413F-HRTimeline
WCG Wealth Advisors LLC139,208$9.94M0.28%+32,97013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …138,772$9.91M0.19%+8,23113F-HRTimelineGroup
COMMERCE BANKin group COMMERCE BANK138,425$9.88M0.05%-1,92313F-HRTimelineGroup
Allworth Financial LP138,220$9.87M0.04%+9,97213F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC134,841$9.62M1.24%+9,05713F-HRTimeline
STALEY CAPITAL ADVISERS INC134,193$9.58M0.4%+84013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV133,951$9.57M0.6%+11,82513F-HRTimeline
Modern Wealth Management, LLC131,883$9.42M0.17%+34,47313F-HRTimeline
M1 Capital Management LLC131,720$9.41M3.93%-4,25413F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC131,090$9.36M2.93%+16513F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.130,357$9.31M0.35%+93013F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP129,253$9.23M<0.01%+3,56213F-HRTimelineGroup
CHOREO, LLC124,182$8.9M0.11%-10,59013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management123,689$8.83M0.3%+58013F-HRTimelineGroup
CoreCap Advisors, LLC123,503$8.82M0.31%+6,65213F-HRTimeline
UNIQUE WEALTH, LLC123,455$8.82M1.23%-44,46413F-HRTimeline
Apella Capital, LLC122,155$8.72M0.17%-10,07013F-HRTimeline
Mayflower Financial Advisors, LLC120,247$8.59M1.04%-8,42013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC118,996$8.5M0.24%-20,59613F-HR/ATimelineGroup
SigFig Wealth Management, LLC118,268$8.45M0.25%-8,06713F-HRTimeline
Callan Family Office, LLC117,982$8.43M0.18%+13,06313F-HRTimeline
Gen-Wealth Partners Inc114,855$8.2M2.63%+8,02413F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA114,832$8.2M0.04%13F-HRTimelineGroup
Brady Martz Wealth Solutions, LLC114,755$8.19M1.44%+1,71913F-HRTimeline
LiftPoint Family Wealth Advisors LLC114,370$8.17M6.97%13F-HRTimeline
1ST SOURCE BANK114,319$8.16M0.43%-6,61013F-HRTimeline
Capital Advantage, Inc.113,882$8.13M1.1%+80313F-HRTimeline
North Star Investment Management Corp.113,454$8.1M0.51%+1,74013F-HRTimeline
Hobbs Wealth Management, LLC112,653$8.04M7.83%-3,99813F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC101,982$8.02M2.34%+3,66713F-HRTimeline
Arkadios Wealth Advisors111,549$7.97M0.16%+29,76913F-HRTimeline
VestGen Advisors, LLC108,065$7.72M0.33%+2,10813F-HRTimeline
Lansing Street Advisors107,388$7.67M1.97%+2,84913F-HRTimeline
Spectrum Planning & Advisory Services I…106,639$7.62M3.92%-12,76113F-HRTimeline
Kathmere Capital Management, LLC106,413$7.6M0.51%-1,46113F-HRTimeline
COURIER CAPITAL LLC105,098$7.51M0.42%+31813F-HRTimeline
SOL Capital Management CO104,712$7.48M0.67%+1,29013F-HRTimeline
Quadrant Private Wealth Management, LLC104,675$7.47M1.23%-5,26013F-HRTimeline
Seneca Financial Advisors LLC103,527$7.39M2.25%+6,20113F-HRTimeline
Sterling Capital Management LLC101,822$7.27M0.12%-32,96113F-HRTimeline
Advus Financial Partners, LLC101,524$7.25M2.6%-2,62913F-HR/ATimeline
ATLAS CAPITAL ADVISORS INC.100,800$7.2M0.8%13F-HRTimeline
True Vision MN LLC99,945$7.14M3.63%-15,26713F-HRTimeline
Mosley Wealth Management104,404$7.12M3.26%13F-HRTimeline
CORE WEALTH ADVISORS, LLC99,501$7.11M5.6%13F-HR/ATimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC98,940$7.07M<0.01%-193,69113F-HRTimelineGroup
TD PRIVATE CLIENT WEALTH LLC98,908$7.06M0.15%+50,19113F-HRTimeline
Daviman Financial, LLC98,886$7.06M4.14%13F-HRTimeline
Beacon Bridge Wealth Partners, LLC98,258$7.02M2.33%+3,95513F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.98,030$7M0.08%+15,53513F-HRTimelineGroup
Dorsey & Whitney Trust CO LLC97,745$6.98M0.37%+3,60813F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.97,317$6.95M1.99%-25,20713F-HRTimeline
ShoreHaven Wealth Partners, LLC97,287$6.95M2.5%-14,16213F-HRTimeline
Advyzon Investment Management, LLC97,078$6.93M0.8%+81,88513F-HRTimeline
NorthRock Partners, LLC96,916$6.92M0.12%-1,03313F-HRTimeline
Shared Vision Wealth Group LLC92,942$6.9M2.79%-6,85313F-HRTimeline
Gotham Asset Management, LLC96,240$6.87M0.03%+7,51113F-HRTimeline
Scissortail Wealth Management, LLC96,226$6.87M1.57%-37413F-HRTimeline
Avantax Planning Partners, Inc.96,063$6.86M0.19%-6,50213F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …95,300$6.81M0.05%13F-HR/ATimelineGroup
Montecito Bank & Trust94,039$6.72M1.07%+1,05513F-HRTimeline
STAGE HARBOR FINANCIAL, LLC92,794$6.63M4.47%-1,92313F-HRTimeline
Landing Point Financial Group, LLC91,979$6.57M3.28%+6,31213F-HRTimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC91,516$6.54M2.78%-9,47713F-HRTimeline
Polaris Investment Advisors, LLC91,514$6.54M4.72%13F-HRTimeline
Midwest Capital Advisors, LLC91,041$6.5M3.11%+84,61813F-HRTimeline
Lifelong Wealth Advisors, Inc.88,958$6.35M1.69%-27,12613F-HRTimeline
KICKSTAND VENTURES, LLC.88,790$6.34M1.34%+2,10413F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.88,425$6.31M0.04%+13,72613F-HRTimelineGroup
Lantz Financial LLC87,595$6.26M1.32%-4,07313F-HRTimeline
Causey Wealth LLC87,566$6.25M2.84%-3,27513F-HRTimeline
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC86,545$6.18M0.01%-34,16613F-HRTimelineGroup
Csenge Advisory Group85,654$6.12M0.28%-4,05613F-HRTimeline
Koss-Olinger Consulting, LLC85,342$6.09M0.47%-15,17813F-HRTimeline
Clifford Group, LLC84,957$6.07M4.69%+37313F-HRTimeline
Mutual Advisors, LLC84,013$6M0.13%+813F-HRTimeline
Eaton Financial Holdings Company, LLC83,013$5.93M1.59%013F-HRTimeline
CURTIS WEALTH MANAGEMENT LLC79,666$5.92M5.15%13F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC82,248$5.87M2.2%-8,46913F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC82,044$5.86M1.14%-7,39813F-HRTimeline
Robinswood Financial LLC80,765$5.77M1.84%-1,17813F-HRTimeline
Noble Family Wealth, LLC80,205$5.73M1.21%+4,68413F-HRTimeline
Parkside Financial Bank & Trust79,956$5.71M0.43%+14,44313F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co79,710$5.69M0.06%-4,54513F-HRTimelineGroup
Wealth Architects, LLC79,407$5.67M0.51%-98013F-HRTimeline
ROCKLAND TRUST CO79,208$5.66M0.22%+1,61813F-HRTimeline
COREPATH WEALTH PARTNERS LLC76,767$5.6M3.75%+37313F-HRTimeline
U.S. Capital Wealth Advisors, LLC78,093$5.58M0.15%-1,00913F-HRTimeline
United Asset Strategies, Inc.78,063$5.57M0.43%+1,52513F-HRTimeline
PFG Advisors77,534$5.54M0.27%-19,84613F-HRTimeline
5T Wealth, LLC77,352$5.52M2.21%-6,01513F-HRTimeline
Gilbert Capital Group, Inc.77,216$5.51M4.14%new13F-HRTimeline
Symmetry Partners, LLC76,589$5.47M0.32%-57,64113F-HRTimeline
Town Capital LLC76,517$5.46M4.47%13F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.75,742$5.41M1.83%-1,25313F-HRTimeline
ELEVATE WEALTH ADVISORY, INC75,589$5.4M3.69%-1,77113F-HRTimeline
Tradition Wealth Management, LLC75,580$5.4M0.39%-4,22813F-HRTimeline
180 WEALTH ADVISORS, LLC75,368$5.38M0.61%-2,53913F-HRTimeline
Geneos Wealth Management Inc.75,309$5.38M0.13%+5,60413F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd74,866$5.35M0.05%new13F-HRTimelineGroup
Riverwater Partners LLC72,288$5.16M2%013F-HRTimeline
IFP Advisors, Inc72,233$5.16M0.12%-6,45313F-HRTimeline
Centerline Wealth Advisors, LLC72,164$5.15M1.87%+17,00513F-HRTimeline
Braun-Bostich & Associates Inc.71,302$5.09M3.14%-8,28713F-HRTimeline
Zhang Financial LLC70,262$5.02M0.19%+30113F-HRTimeline
CAHILL FINANCIAL ADVISORS INC70,189$5.01M0.55%+1,52713F-HRTimeline
Cranbrook Wealth Management, LLC68,662$4.9M0.97%+1,09113F-HRTimeline
Gateway Wealth Partners, LLC68,493$4.89M0.54%-3,01813F-HRTimeline
Quantum Portfolio Management LLC68,283$4.88M2.15%-42,32613F-HRTimeline
Yukon Wealth Management, Inc.62,792$4.86M2.8%-84313F-HRTimeline
Efficient Advisors, LLC67,824$4.84M0.28%-3,42513F-HR/ATimeline
Harbor Group, Inc.67,391$4.81M0.72%-91713F-HRTimeline
Davis Wealth Advisors, LLC66,895$4.78M3.97%-3,38313F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC66,814$4.77M1.09%-4,10813F-HRTimeline
VERUS CAPITAL PARTNERS, LLC66,544$4.75M0.32%-1,82013F-HR/ATimeline
NORTHWEST WEALTH MANAGEMENT, LLC65,465$4.67M0.74%-3,14613F-HRTimeline
Vestmark Advisory Solutions, Inc.64,972$4.64M0.06%-75,93313F-HRTimeline
Addison Capital Co64,902$4.63M1.16%+19,40413F-HRTimeline
Clark Capital Management Group, Inc.64,402$4.6M0.03%+40,59113F-HRTimeline
Synergy Investment Management, LLC64,127$4.58M1.62%+6,43713F-HRTimeline
Net Worth Advisory Group63,220$4.51M0.91%+51,23713F-HRTimeline
Retirement Wealth Solutions LLC62,582$4.47M2.82%+33413F-HRTimeline
IF Advisors, LLC62,578$4.47M3.63%13F-HRTimeline
Disciplined Investments, LLC62,462$4.46M1.71%-88313F-HRTimeline
STOCK YARDS BANK & TRUST CO62,405$4.46M0.14%+7,12213F-HRTimeline
Cornerstone Planning Group LLC58,398$4.38M0.68%-1,94713F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…61,238$4.37M0.68%-74213F-HRTimeline
Narus Financial Partners, LLC61,207$4.37M1.2%+19213F-HRTimeline
FFG RETIREMENT ADVISORS LLC60,779$4.34M2.69%-22,11913F-HRTimeline
Integrity Advisory Solutions, LLC60,620$4.33M0.62%+2,29113F-HRTimeline
Meramec Financial Planners, LLC55,406$4.31M1.68%13F-HRTimeline
MMA ASSET MANAGEMENT LLC60,373$4.31M1.54%-3,56613F-HRTimeline
TD Waterhouse Canada Inc.60,132$4.29M0.03%+11,20313F-HRTimeline
Telos Capital Management, Inc.59,752$4.27M0.4%-2,23713F-HRTimeline
RWA WEALTH PARTNERS, LLC59,652$4.26M0.05%+56,52913F-HRTimeline
CIBC WORLD MARKET INC.59,285$4.23M0.01%-35913F-HRTimeline
Hopwood Nicholas Hunter58,825$4.2M1.37%13F-HRTimeline
Smartleaf Asset Management LLC58,452$4.19M0.16%+9,68013F-HRTimeline
Portfolio Resources Advisor Group, Inc.57,638$4.12M4.11%13F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…57,496$4.11M0.46%-9,03913F-HR/ATimelineGroup
Barnes Wealth Management Group, Inc57,438$4.1M2.2%-12,71513F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC56,842$4.06M0.2%+51,22113F-HRTimeline
Maryland State Retirement & Pension Sys…56,456$4.03M0.08%-35,34413F-HRTimeline
IFG Advisory, LLC56,236$4.02M0.18%+1,67213F-HRTimeline
RCS Financial Planning, LLC56,235$4.02M1.73%-3,88413F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …56,048$4M0.24%+11,34313F-HRTimeline
THEORY FINANCIAL LLC53,710$3.99M1.34%-4,96713F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT55,780$3.98M0.06%+36213F-HRTimeline
Avidian Wealth Enterprises, LLC55,060$3.93M0.14%-8,65113F-HRTimeline
Foundation Wealth Management, LLC54,222$3.87M2.55%-2,99313F-HRTimeline
Vise Technologies, Inc.54,014$3.86M0.08%+25,72913F-HRTimeline
ADE, LLC53,884$3.85M1.86%-5113F-HRTimeline
Centurion Wealth Management LLC53,623$3.83M0.84%-4,39013F-HRTimeline
W ADVISORS, LLC52,897$3.78M1.9%-55813F-HRTimeline
EHRLICH FINANCIAL GROUP52,648$3.76M2.14%-17,91613F-HRTimeline
VANCE WEALTH, LLC52,631$3.76M1.12%-1,31413F-HR/ATimeline
Hoxton Planning & Management, LLC52,506$3.75M1.12%-9,86513F-HRTimeline
McNaughton Wealth Management, LLC52,065$3.72M1.53%-28,97313F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS51,439$3.67M0.14%+5,54613F-HRTimelineGroup
AMG National Trust Bank51,416$3.67M0.09%-80113F-HRTimeline
Advisory Alpha, LLC51,149$3.65M0.1%+4,42913F-HRTimeline
B. Riley Wealth Advisors, Inc.51,017$3.64M0.17%-5,01713F-HRTimeline
LANARK FINANCIAL, INC.50,356$3.6M0.27%+3,92213F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC50,200$3.58M0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…50,130$3.58M0.13%-3,64913F-HRTimelineGroup
LifePlan Investment Advisors, Inc.49,859$3.56M1.45%+2,21113F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC49,836$3.56M<0.01%-39013F-HRTimelineGroup
WHITTIER TRUST CO48,893$3.54M0.04%+23513F-HRTimeline
OneAscent Financial Services LLCgroup of 2 filers holding49,501$3.53MnewTimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV49,488$3.53M0.93%+3,02213F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC49,351$3.52M0.39%-16513F-HRTimeline
Dynamic Wealth Strategies, LLC49,161$3.51M2.09%+34513F-HRTimeline
RFG Advisory, LLC48,353$3.45M0.07%-9,05313F-HRTimeline