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Disclosery

EFV ISHARES TR

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SHS (fund)

1,251 managers (1,268 13F filers) reported a position in EFV shares at 2026-03-31, 346,996,074 shares in all. 100 filers opened a position and 57 filers sold out during the quarter.

Managers
1,251
13F filers
1,268
New
100
Added
409
Reduced
502
Sold out
57
Shares held by filers
346,996,074

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
RTD Financial Advisors, Inc.161,152$12M1.47%-7,22613F-HRTimeline
LifeWealth Investments, LLC160,908$12M3.57%+16,84313F-HRTimeline
Maia Wealth LLC158,685$11.8M2%-23,43813F-HRTimeline
Arkadios Wealth Advisors157,669$11.7M0.19%+46,12013F-HRTimeline
Bay Harbor Wealth Management, LLC155,926$11.6M3.01%-3,27813F-HRTimeline
Farmers & Merchants Trust Co of Chamber…153,190$11.4M3.1%+9,23513F-HR/ATimeline
Physician Wealth Advisors, Inc.152,689$11.4M1.58%-116,68513F-HRTimeline
Sovran Advisors, LLC145,900$11.3M0.89%+36113F-HRTimeline
BIP Wealth, LLC151,649$11.3M0.46%-6,90513F-HRTimeline
UNIQUE WEALTH, LLC150,468$11.2M1.55%+27,01313F-HRTimeline
Shum Financial Group, Inc.150,162$11.2M7.89%+2,77613F-HRTimeline
Advyzon Investment Management, LLC148,219$11M0.99%+51,14113F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC148,063$11M3.35%+16,97313F-HRTimeline
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC147,177$10.9M0.01%+60,63213F-HRTimelineGroup
Invst, LLC146,107$10.9M1.23%-16,02713F-HRTimeline
Snowden Capital Advisors LLC146,008$10.9M0.29%-21,71213F-HRTimeline
BOK Financial Private Wealth, Inc.143,712$10.7M0.65%+40713F-HRTimeline
WealthShield Partners, LLC143,410$10.7M1.19%-21,69713F-HRTimeline
McLean Asset Management Corp139,822$10.4M1.82%-2,15513F-HRTimeline
Allworth Financial LP137,801$10.2M0.04%-41913F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding136,093$10.1M-118,269Timeline
HOWARD BAILEY SECURITIES, LLC135,999$10.1M4.16%-7,50513F-HRTimeline
N.E.W. Advisory Services LLC135,365$10.1M0.75%-3,97913F-HRTimeline
STALEY CAPITAL ADVISERS INC134,908$10M0.42%+71513F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP134,031$9.97M<0.01%+4,77813F-HRTimelineGroup
Select Asset Management & Trust133,579$9.93M3.1%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC131,740$9.79M0.01%new13F-HRTimelineGroup
Prospera Financial Services Inc129,712$9.64M0.16%-15,96713F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV129,589$9.63M0.59%-4,36213F-HRTimeline
ONE Advisory Partners, LLC126,810$9.43M2.91%-76,75013F-HRTimeline
CoreCap Advisors, LLC126,343$9.39M0.32%+2,84013F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC126,124$9.38M0.22%+69,28213F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC124,520$9.26M0.02%-708,31513F-HRTimelineGroup
Apella Capital, LLC117,263$9.22M0.14%-4,89213F-HRTimeline
TSA Wealth Managment LLC123,893$9.21M2.98%-49,64513F-HRTimeline
WCG Wealth Advisors LLC123,242$9.16M0.26%-15,96613F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.123,115$9.15M0.33%-7,24213F-HRTimelineGroup
CHOREO, LLC122,080$9.08M0.11%-2,10213F-HRTimeline
VestGen Advisors, LLC114,794$8.96M0.25%+6,72913F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management119,881$8.91M0.3%-3,80813F-HRTimelineGroup
Lansing Street Advisors119,540$8.89M2.24%+12,15213F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …118,845$8.84M0.17%-19,92713F-HRTimelineGroup
Quadrant Private Wealth Management, LLC116,996$8.7M1.35%+12,32113F-HRTimeline
Callan Family Office, LLC116,677$8.67M0.2%-1,30513F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA115,836$8.61M0.04%+1,00413F-HRTimelineGroup
North Star Investment Management Corp.115,719$8.6M0.52%+2,26513F-HRTimeline
Kelly Financial Services LLC115,336$8.54M2.06%-83,36113F-HRTimeline
Brady Martz Wealth Solutions, LLC114,673$8.53M1.45%-8213F-HRTimeline
LiftPoint Family Wealth Advisors LLC113,822$8.46M7.01%-54813F-HRTimeline
Capital Advantage, Inc.113,218$8.42M1.1%-66413F-HRTimeline
Gilbert Capital Group, Inc.113,003$8.4M6.49%+35,78713F-HRTimeline
Centerline Wealth Advisors, LLC112,952$8.4M3.02%+40,78813F-HRTimeline
1ST SOURCE BANK111,787$8.31M0.43%-2,53213F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC110,709$8.23M2.07%+8,72713F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC109,486$8.14M0.18%-58,62413F-HR/ATimeline
Focus Financial Network, Inc.108,927$8.1M0.29%-67,46213F-HRTimeline
COURIER CAPITAL LLC108,909$8.1M0.45%+3,81113F-HR/ATimeline
SigFig Wealth Management, LLC108,676$8.08M0.24%-9,59213F-HRTimeline
Kathmere Capital Management, LLC106,903$7.95M0.49%+49013F-HRTimeline
RESOLUTE WEALTH ADVISOR, INC.106,795$7.94M4.52%13F-HRTimeline
Forthright Family Wealth Advisory LLC143,571$7.81M5.24%-4,33513F-HRTimeline
True Vision MN LLC104,946$7.8M4.02%+5,00113F-HRTimeline
Advus Financial Partners, LLC104,074$7.74M2.93%+2,55013F-HR/ATimeline
TD Waterhouse Canada Inc.101,434$7.63M0.02%+41,30213F-HRTimeline
ATLAS CAPITAL ADVISORS INC.102,270$7.6M0.87%+1,47013F-HRTimeline
Seneca Financial Advisors LLC101,761$7.57M2.22%-1,76613F-HRTimeline
Dorsey & Whitney Trust CO LLC101,000$7.51M0.41%+3,25513F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …100,149$7.45M0.06%+4,84913F-HRTimelineGroup
CORE WEALTH ADVISORS, LLC100,138$7.45M5.72%+63713F-HRTimeline
Beacon Bridge Wealth Partners, LLC98,961$7.36M2.46%+70313F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.98,780$7.34M0.08%+75013F-HRTimelineGroup
Independent Advisor Alliance98,773$7.34M0.08%+93,25013F-HRTimeline
Landing Point Financial Group, LLC98,661$7.34M3.56%+6,68213F-HRTimeline
NorthRock Partners, LLC97,378$7.24M0.12%+46213F-HRTimeline
Montecito Bank & Trust96,568$7.18M1.18%+2,52913F-HRTimeline
Avantax Planning Partners, Inc.96,298$7.16M0.2%+23513F-HRTimeline
Gotham Asset Management, LLC96,240$7.16M0.02%013F-HRTimeline
Sterling Capital Management LLC96,156$7.15M0.14%-5,66613F-HRTimeline
Mosley Wealth Management104,944$7.12M3.22%+54013F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.93,723$6.97M2%-3,59413F-HRTimeline
Polaris Investment Advisors, LLC93,379$6.94M5.06%+1,86513F-HRTimeline
M1 Capital Management LLC92,715$6.89M3.18%-39,00513F-HRTimeline
STAGE HARBOR FINANCIAL, LLC92,637$6.89M4.57%-15713F-HRTimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC87,487$6.7M2.93%-4,02913F-HRTimeline
Lantz Financial LLC89,694$6.67M1.38%+2,09913F-HRTimeline
Shared Vision Wealth Group LLC88,812$6.6M2.69%-4,13013F-HRTimeline
Lifelong Wealth Advisors, Inc.87,915$6.54M1.74%-1,04313F-HRTimeline
Clifford Group, LLC85,924$6.39M4.92%+96713F-HRTimeline
McNaughton Wealth Management, LLC85,635$6.37M2.63%+33,57013F-HRTimeline
Noble Family Wealth, LLC85,453$6.35M1.31%+5,24813F-HR/ATimeline
Causey Wealth LLC85,239$6.34M2.69%-2,32713F-HRTimeline
KICKSTAND VENTURES, LLC.84,741$6.3M1.33%-4,04913F-HRTimeline
Gen-Wealth Partners Inc84,122$6.25M1.97%-30,73313F-HRTimeline
Csenge Advisory Group83,479$6.21M0.28%-2,17513F-HRTimeline
STOCK YARDS BANK & TRUST CO82,046$6.1M0.19%+19,64113F-HRTimeline
Storen Legacy Partners, LLC81,829$6.08M1.91%new13F-HRTimeline
COREPATH WEALTH PARTNERS LLC77,557$6.03M4.06%+79013F-HRTimeline
ShoreHaven Wealth Partners, LLC80,855$6.01M2.16%-16,43213F-HRTimeline
ASHTON THOMAS SECURITIES, LLC80,841$6.01M0.75%new13F-HRTimeline
Mayflower Financial Advisors, LLC80,296$5.97M0.73%-39,95113F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co79,662$5.92M0.07%-4813F-HRTimelineGroup
Clark Capital Management Group, Inc.79,479$5.91M0.04%+15,07713F-HRTimeline
PFG Advisors78,784$5.86M0.29%+1,25013F-HRTimeline
Robinswood Financial LLC78,716$5.85M1.84%-2,04913F-HR/ATimeline
Cullen Capital Management, LLC78,655$5.85M0.06%-139,23513F-HRTimeline
United Asset Strategies, Inc.77,957$5.8M0.46%-10613F-HRTimeline
ROCKLAND TRUST CO77,276$5.75M0.23%-1,93213F-HRTimeline
Cornerstone Planning Group LLC74,083$5.71M0.76%+15,68513F-HRTimeline
Geneos Wealth Management Inc.76,171$5.66M0.13%+86213F-HRTimeline
Quantum Portfolio Management LLC76,126$5.66M2.47%+7,84313F-HR/ATimeline
Koss-Olinger Consulting, LLC76,064$5.66M0.47%-9,27813F-HRTimeline
Midwest Capital Advisors, LLC75,630$5.62M2.63%-15,41113F-HRTimeline
Parkside Financial Bank & Trust75,600$5.62M0.43%-4,35613F-HRTimeline
Mutual Advisors, LLC74,689$5.55M0.12%-9,32413F-HRTimeline
180 WEALTH ADVISORS, LLC74,091$5.51M0.63%-1,27713F-HRTimeline
Outlook Wealth Advisors, LLC73,688$5.48M1.33%new13F-HRTimeline
ELEVATE WEALTH ADVISORY, INC73,150$5.44M3.43%-2,43913F-HRTimeline
Spectrum Planning & Advisory Services I…72,321$5.38M2.66%-34,31813F-HRTimeline
Riverwater Partners LLC72,288$5.37M1.79%013F-HRTimeline
Wealth Architects, LLC71,547$5.32M0.47%-7,86013F-HRTimeline
Zhang Financial LLC71,515$5.32M0.18%+1,25313F-HRTimeline
Symmetry Partners, LLC70,493$5.24M0.3%-6,09613F-HRTimeline
COMMERCE BANKin group COMMERCE BANK70,479$5.24M0.03%-67,94613F-HRTimelineGroup
IFP Advisors, Inc70,081$5.21M0.11%-2,15213F-HRTimeline
New World Advisors LLC69,861$5.19M0.91%+36,56413F-HR/ATimeline
U.S. Capital Wealth Advisors, LLC69,852$5.19M0.13%-8,24113F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC69,033$5.13M1.08%-13,01113F-HRTimeline
Quantinno Capital Management LP67,983$5.05M0.01%+26,76113F-HRTimeline
Patriot Financial Group Insurance Agenc…66,912$4.97M0.28%+21,58613F-HRTimeline
Cranbrook Wealth Management, LLC65,732$4.89M0.99%-2,93013F-HRTimeline
Vestmark Advisory Solutions, Inc.65,714$4.89M0.05%+74213F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …65,439$4.87M0.77%+25,14313F-HRTimelineGroup
Arax Advisory Partners65,271$4.85M0.14%-108,43413F-HRTimeline
Central Pacific Bank - Trust Division64,566$4.8M0.61%+51,42013F-HRTimeline
Davis Wealth Advisors, LLC64,530$4.8M3.99%-2,36513F-HRTimeline
Key Capital Management, INC64,518$4.8M3.17%+28,86113F-HRTimeline
CIBC WORLD MARKET INC.64,447$4.79M0.01%+5,16213F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC64,356$4.78M1.75%-17,89213F-HRTimeline
CAHILL FINANCIAL ADVISORS INC64,216$4.77M0.52%-5,97313F-HRTimeline
Hobbs Wealth Management, LLC63,884$4.75M4.7%-48,76913F-HRTimeline
Retirement Wealth Solutions LLC63,473$4.72M2.98%+89113F-HRTimeline
IF Advisors, LLC63,138$4.69M3.32%+56013F-HRTimeline
Integrity Advisory Solutions, LLC63,133$4.69M0.62%+2,51313F-HRTimeline
Harbor Group, Inc.63,013$4.69M0.68%-4,37813F-HRTimeline
Yukon Wealth Management, Inc.62,922$4.68M2.79%+13013F-HRTimeline
Net Worth Advisory Group62,901$4.68M0.97%-31913F-HRTimeline
Disciplined Investments, LLC62,462$4.64M1.67%013F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC62,302$4.63M0.7%-3,16313F-HRTimeline
Telos Capital Management, Inc.61,682$4.59M0.44%+1,93013F-HRTimeline
OLD MISSION CAPITAL LLC61,664$4.58M0.11%new13F-HRTimeline
Daviman Financial, LLC61,476$4.57M2.7%-37,41013F-HRTimeline
Narus Financial Partners, LLC61,447$4.57M1.2%+24013F-HRTimeline
Efficient Advisors, LLC61,256$4.55M0.32%-6,56813F-HRTimeline
NewEdge Wealth, LLC61,218$4.55M0.05%+15,98713F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…60,777$4.52M0.71%-46113F-HRTimeline
D.A. DAVIDSON & CO.60,013$4.46M0.03%+46,74913F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC59,452$4.42M0.01%+55,92413F-HRTimelineGroup
Key Financial Inc58,574$4.35M0.78%+12,69613F-HRTimeline
Portfolio Resources Advisor Group, Inc.58,242$4.33M4.3%+60413F-HRTimeline
VERUS CAPITAL PARTNERS, LLC56,496$4.2M0.29%-10,04813F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC56,478$4.2M0.95%-10,33613F-HRTimeline
Meramec Financial Planners, LLC53,313$4.18M1.66%-2,09313F-HRTimeline
5T Wealth, LLC56,137$4.17M1.65%-21,21513F-HRTimeline
FFG RETIREMENT ADVISORS LLC55,887$4.16M2.42%-4,89213F-HRTimeline
Kovack Advisors, Inc.55,076$4.12M0.22%+27,10513F-HRTimeline
Smartleaf Asset Management LLC56,838$4.11M0.15%-1,61413F-HRTimeline
Hoxton Planning & Management, LLC54,413$4.05M1.21%+1,90713F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS54,364$4.04M0.16%+2,92513F-HRTimelineGroup
W ADVISORS, LLC53,815$4M2.05%+91813F-HRTimeline
ADE, LLC53,763$4M1.92%-12113F-HRTimeline
Centurion Wealth Management LLC53,572$3.98M0.9%-5113F-HRTimeline
MMA ASSET MANAGEMENT LLC53,505$3.98M1.4%-6,86813F-HRTimeline
LANARK FINANCIAL, INC.53,042$3.94M0.3%+2,68613F-HRTimeline
Foundation Wealth Management, LLC52,753$3.92M2.65%-1,46913F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC52,729$3.92M1.3%+14,56613F-HRTimeline
RWA WEALTH PARTNERS, LLC52,499$3.9M0.04%-7,15313F-HRTimeline
Vise Technologies, Inc.54,014$3.86M0.08%013F-HRTimeline
Hopwood Nicholas Hunter51,749$3.85M1.22%-7,07613F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…50,580$3.76M0.11%+45013F-HR/ATimelineGroup
VANCE WEALTH, LLC50,566$3.76M1.09%-2,06513F-HRTimeline
BEAM WEALTH ADVISORS, INC.50,488$3.75M0.93%+5,22613F-HRTimeline
Security Financial Services, INC.50,411$3.75M0.59%-101,61113F-HRTimeline
Dynamic Wealth Strategies, LLC50,247$3.74M2.16%+1,08613F-HRTimeline
WHITTIER TRUST CO48,893$3.69M0.04%013F-HRTimeline
OneAscent Financial Services LLCgroup of 2 filers holding49,234$3.66M-267Timeline
SAGE FINANCIAL GROUP INC48,846$3.63M0.24%+91413F-HRTimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV48,749$3.62M0.95%-73913F-HRTimeline
Gilliland Jeter Wealth Management LLC48,667$3.62M1.07%+41,81113F-HRTimeline
AMG National Trust Bank48,658$3.62M0.08%-2,75813F-HRTimeline
Brookwood Investment Group LLC48,615$3.61M0.46%+2,43913F-HRTimeline
Summit Financial, LLC48,119$3.58M0.05%+41,31813F-HRTimeline
Braun-Bostich & Associates Inc.47,806$3.55M2.23%-23,49613F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC47,785$3.55M0.01%-2,05113F-HRTimelineGroup
CURTIS WEALTH MANAGEMENT LLC47,456$3.53M3.31%-32,21013F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT47,436$3.53M0.05%-8,34413F-HR/ATimeline
Pettinga Financial Advisors LLC46,969$3.49M0.66%-115,15313F-HRTimeline
WARNER FINANCIAL, INC46,939$3.49M1.2%+74113F-HRTimeline
Scissortail Wealth Management, LLC46,762$3.48M0.7%-49,46413F-HRTimeline
B. Riley Wealth Advisors, Inc.47,797$3.46M0.22%-3,22013F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …46,390$3.45M0.2%-9,65813F-HRTimeline