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Disclosery

EFV ISHARES TR

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SHS (fund)

1,237 managers (1,254 13F filers) reported a position in EFV shares at 2026-06-30, 272,387,780 shares in all. 80 filers opened a position and 96 filers sold out during the quarter.

Managers
1,237
13F filers
1,254
New
80
Added
379
Reduced
554
Sold out
96
Shares held by filers
272,387,780

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
HARBOUR INVESTMENTS, INC.34,131$2.61M0.04%-4,67513F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.33,964$2.6M0.02%+2,33213F-HR/ATimeline
Index Technologies Group LLC33,964$2.6M2.08%-6,02913F-HRTimeline
Summit Financial, LLC33,934$2.6M0.03%-14,18513F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT33,864$2.59M0.15%013F-HRTimeline
Mason Investment Advisory Services, Inc.33,784$2.59M0.1%+71313F-HRTimeline
NAVELLIER & ASSOCIATES INC33,333$2.55M0.2%013F-HRTimeline
ZENITH SOLUTIONS, INC.33,148$2.54M2.3%13F-HRTimeline
Rose Capital Advisors LLC33,011$2.53M1.36%13F-HRTimeline
Synergy Investment Management, LLC32,557$2.49M0.6%+2,31813F-HRTimeline
Summit Financial Strategies, Inc.32,434$2.48M0.17%-4,40913F-HRTimeline
HB Wealth Management, LLC32,386$2.48M0.01%+14,01113F-HRTimeline
Advisory Solutions Group, LLC32,320$2.47M0.85%13F-HRTimeline
Mayflower Financial Advisors, LLC31,787$2.43M0.21%-48,50913F-HRTimeline
Wealthspire Advisors, LLC31,753$2.43M0.01%+43213F-HRTimeline
CENTRAL TRUST Co31,064$2.38M0.04%+1,12213F-HRTimeline
SELDON CAPITAL LP31,000$2.37M0.74%013F-HRTimeline
CogentBlue Wealth Advisors, LLC30,977$2.37M1.36%-72413F-HRTimeline
Asempa Wealth Advisors30,723$2.35M1.79%-39613F-HRTimeline
WEDBUSH SECURITIES INC30,504$2.33M0.06%-4,15713F-HRTimeline
Pitcairn Wealth Advisors LLCin group PITCAIRN CO30,406$2.33M0.25%-3,14313F-HRTimelineGroup
Breakwater Capital Group29,966$2.29M0.28%-67313F-HRTimeline
Petersen Hastings Wealth Advisors Inc.29,793$2.28M0.19%-2113F-HRTimeline
Neumann Capital Management, LLC29,785$2.28M1.51%013F-HRTimeline
Spectrum Planning & Advisory Services I…29,634$2.27M1.02%-42,68713F-HRTimeline
Etesian Wealth Advisors, Inc.29,338$2.25M0.66%+5,30013F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT28,933$2.21M0.03%-18,50313F-HRTimeline
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P28,652$2.19M<0.01%-22413F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …28,645$2.19M0.02%+15813F-HRTimelineGroup
Financial Engines Advisors L.L.C.28,636$2.19M<0.01%+41613F-HRTimeline
HORAN Wealth, LLC28,505$2.18M0.27%+2,40813F-HR/ATimeline
RPg Family Wealth Advisory, LLC28,298$2.17M0.36%+25513F-HR/ATimeline
Risk Paradigm Group, LLC28,272$2.16M1.7%+25613F-HRTimeline
Virtus Family Office LLC28,029$2.15M1.7%+64213F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC27,936$2.14M0.97%-6613F-HRTimeline
B. Riley Wealth Advisors, Inc.27,894$2.14M0.12%-19,90313F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC27,793$2.13M0.01%-58913F-HRTimeline
American State Bank (Iowa)27,785$2.13M0.86%+35013F-HRTimeline
EHRLICH FINANCIAL GROUP27,292$2.09M1.07%-3,56313F-HRTimeline
Kovack Advisors, Inc.27,269$2.09M0.1%-27,80713F-HRTimeline
Clearstead Advisors, LLC27,104$2.07M0.02%+2,69613F-HRTimeline
Archer Investment Management, LLC27,067$2.07M0.71%+2,84013F-HRTimeline
Western Wealth Management, LLC26,993$2.07M0.07%+2,68513F-HRTimeline
Windward Private Wealth Management Inc.26,844$2.05M0.66%013F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.27,438$2.05M1.25%-2,24713F-HRTimeline
BlueSky Wealth Advisors, LLC26,722$2.05M0.24%+2,29013F-HRTimeline
Ridgeline Wealth, LLC26,401$2.02M1.18%-33113F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC26,240$2.01M0.96%+2,93113F-HRTimeline
VERUS CAPITAL PARTNERS, LLC26,138$2M0.11%-30,35813F-HRTimeline
Aprio Wealth Management, LLC26,029$1.99M0.1%+54713F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp26,021$1.99M0.1%+8913F-HRTimelineGroup
Clayton Financial Group LLC26,007$1.99M1.1%-40813F-HRTimeline
McAdam, LLC25,725$1.97M0.08%+23313F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …25,679$1.97M0.1%-20,71113F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC25,418$1.95M0.49%-27,31113F-HRTimeline
Weil Company, Inc.25,044$1.92M0.34%-58013F-HRTimeline
Keel Point, LLC24,979$1.91M0.11%+67013F-HRTimeline
Layline Advisors, LLC24,964$1.91M1.71%+3,76913F-HRTimeline
Quartz Partners, LLC24,547$1.88M0.62%+5,18213F-HRTimeline
Alta Wealth Advisors LLC24,510$1.88M0.51%+2,46413F-HRTimeline
Interchange Capital Partners, LLC24,420$1.87M0.35%-6,88813F-HRTimeline
FIRST HORIZON CORP24,414$1.87M0.07%-4913F-HRTimeline
Sowell Financial Services LLC24,196$1.85M0.06%-8,59513F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT24,178$1.85M0.03%-81213F-HR/ATimeline
Portside Wealth Group, LLC24,077$1.84M0.22%+2,81713F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…23,958$1.83M0.01%+1,46613F-HRTimelineGroup
Sigma Planning Corp23,945$1.83M0.05%-10,33513F-HRTimeline
Rockingstone Advisors LLC23,875$1.83M0.73%+1,40013F-HRTimeline
RFG Advisory, LLC23,723$1.82M0.03%-1,41813F-HRTimeline
Hoxton Planning & Management, LLC23,573$1.8M0.47%-30,84013F-HRTimeline
Wingate Wealth Advisors, Inc.23,553$1.8M0.79%-9,92013F-HRTimeline
Vision Retirement, LLC23,131$1.77M0.43%+1,19913F-HRTimeline
Gotham Asset Management, LLC23,112$1.77M<0.01%-73,12813F-HRTimeline
EFG International AGin group EFG International AG23,104$1.77M0.03%-1,20613F-HRTimelineGroup
Compound Planning, Inc.22,920$1.75M0.05%-12,60013F-HRTimeline
GGM Financial LLC22,767$1.74M0.66%+86413F-HRTimeline
Portfolio Resources Advisor Group, Inc.22,388$1.71M1.45%-35,85413F-HRTimeline
Stegner Investment Associates Inc.22,283$1.71M0.81%013F-HRTimeline
InvesTrust22,235$1.7M0.66%013F-HRTimeline
Avidian Wealth Enterprises, LLC22,008$1.68M0.05%-19,13213F-HRTimeline
LexAurum Advisors, LLC21,984$1.68M0.19%+28213F-HRTimeline
VAQUERO PRIVATE WEALTH, LTD21,947$1.68M0.35%13F-HRTimeline
Nicholas Hoffman & Company, LLC.21,937$1.68M0.04%-2013F-HRTimeline
Operose Advisors LLC21,795$1.67M0.32%-49813F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…21,682$1.66M0.03%-35213F-HRTimelineGroup
Maryland State Retirement & Pension Sys…21,624$1.66M0.03%-11,80113F-HRTimeline
ONE Advisory Partners, LLC21,601$1.65M0.45%-105,20913F-HRTimeline
FWG Investments, LLC.21,567$1.65M0.87%-62813F-HRTimeline
BLALOCK WILLIAMS, LLC21,553$1.65M1.07%-23,78413F-HRTimeline
Campion Asset Management21,401$1.64M1%-23013F-HRTimeline
Discipline Wealth Solutions, LLC21,362$1.64M0.14%-19313F-HRTimeline
Independence Bank of Kentucky21,183$1.62M0.18%-32113F-HRTimeline
LifePlan Investment Advisors, Inc.21,008$1.61M0.55%-24,03613F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC20,940$1.6M0.11%-53613F-HRTimelineGroup
Foundation Wealth Management, LLC\PA20,743$1.59M0.48%-14613F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp20,420$1.56M0.07%+1,75913F-HRTimelineGroup
Riverbend Wealth Management, LLC20,349$1.56M0.79%+1,73313F-HRTimeline
DAVENPORT & Co LLC20,338$1.56M0.01%-5,23413F-HRTimeline
PFG Advisors20,156$1.54M0.08%-58,62813F-HRTimeline
REGIMEN WEALTH, LLC20,046$1.54M0.42%+24013F-HRTimeline
BCU Wealth Advisors, LLC20,073$1.54M0.51%-19,26813F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC19,985$1.53M0.02%-14,46913F-HRTimeline
Per Stirling Capital Management, LLC.19,818$1.52M0.14%+6,21613F-HRTimeline
Madden Advisory Services, Inc.19,775$1.51M0.54%-12213F-HRTimeline
Wilkerson Advisory Group LLC19,723$1.51M0.46%-413F-HRTimeline
McMill Wealth Management19,473$1.49M0.36%013F-HR/ATimeline
First Citizens Financial Corp19,313$1.48M0.62%+1,28213F-HRTimeline
Innova Wealth Partners19,191$1.47M0.61%+8,53713F-HRTimeline
Latitude Advisors, LLC19,128$1.46M0.58%-1,04613F-HRTimeline
Mosley Wealth Management19,083$1.46M0.46%-85,86113F-HRTimeline
Quadcap Wealth Management, LLC18,963$1.45M0.14%013F-HRTimeline
MYCIO WEALTH PARTNERS, LLC18,925$1.45M0.27%+49113F-HRTimeline
Powerhouse Assets LLC18,648$1.43M1.16%+5013F-HRTimeline
Mainstream Capital Management LLC18,547$1.42M0.85%-1913F-HRTimeline
Private Wealth Asset Management, LLC18,505$1.42M0.14%013F-HRTimeline
Axis Wealth Partners, LLC18,465$1.41M0.68%-84513F-HRTimeline
JDH Wealth Management, LLC18,424$1.41M0.86%-21713F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.18,326$1.4M0.18%-11413F-HR/ATimeline
Westside Investment Management, Inc.18,280$1.4M0.18%+63213F-HRTimeline
Maloon Powers Pitre Higgins & Dennehy, …18,151$1.39M0.48%13F-HRTimeline
Kassira Wealth Management LLC18,086$1.38M1.11%-813F-HRTimeline
Bluespring Wealth Management, LLC17,996$1.38M0.03%new13F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…17,895$1.37M0.02%+1,24813F-HRTimelineGroup
Unique Wealth Strategies, LLC17,885$1.37M0.5%+43813F-HRTimeline
IEQ CAPITAL, LLC17,864$1.37M0.01%+25613F-HRTimeline
CENTAURUS FINANCIAL, INC.17,792$1.36M0.05%-3,65713F-HRTimeline
Quest 10 Wealth Builders, Inc.17,626$1.35M1.05%+1,51713F-HRTimeline
Sound Financial Strategies Group, LLC17,619$1.35M0.86%+14513F-HRTimeline
Horizon Wealth Management, LLC17,475$1.34M0.17%+84113F-HRTimeline
LRI Investments, LLC17,339$1.33M0.11%+313F-HRTimeline
SeedSafe Financial LLC17,148$1.31M0.95%013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC17,097$1.31M0.01%-72213F-HRTimelineGroup
FOUNDERS FINANCIAL SECURITIES LLC17,036$1.3M0.07%+47813F-HRTimeline
Betterment LLC16,886$1.29M<0.01%+58413F-HRTimeline
Scarborough Advisors, LLC16,347$1.29M0.15%-7,06013F-HRTimeline
Ascension Capital Advisors, Inc.16,815$1.29M0.36%013F-HRTimeline
Sagace Wealth Management LLC16,805$1.29M0.81%+14713F-HRTimeline
Unify Financial Advisors16,698$1.28M1.18%-8,65613F-HRTimeline
Claro Advisors Inc.16,633$1.27M0.13%-1,57513F-HRTimeline
Signal Advisors Wealth, LLC16,611$1.27M0.07%-10,38213F-HRTimeline
Evanson Financial, LLC16,410$1.26M0.06%13F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC16,399$1.26M0.72%-15,94413F-HRTimeline
Parkwoods Wealth Partners, LLC16,393$1.25M0.2%+11,77913F-HRTimeline
Fermata Advisors, LLC16,372$1.25M0.25%+7,82613F-HRTimeline
Fonville Wealth Management LLC16,337$1.25M0.2%+21313F-HRTimeline
Horizon Investments, LLC16,048$1.23M0.01%-15,66413F-HRTimeline
Global Wealth Management Investment Adv…15,970$1.22M0.17%-6713F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…15,860$1.21M0.1%-2,79813F-HRTimelineGroup
Walleye Partners, LLC15,775$1.21M1.38%+4,91713F-HRTimeline
Braun-Bostich & Associates Inc.15,751$1.21M0.67%-32,05513F-HRTimeline
LUTS & GREENLEIGH GROUP, INC.15,719$1.2M0.91%+3013F-HRTimeline
J. Derek Lewis & Associates Inc.15,703$1.2M0.23%-1813F-HRTimeline
Blue Zone Wealth Advisors, LLC15,701$1.2M0.21%-47013F-HRTimeline
PRIVATE TRUST CO NA15,649$1.2M0.1%-1,68413F-HRTimeline
Mesirow Financial Investment Management…15,527$1.19M0.02%+19713F-HRTimeline
OLD NATIONAL BANCORP /IN/15,523$1.19M0.02%-1,49313F-HRTimeline
Patriot Financial Group Insurance Agenc…15,370$1.18M0.12%-51,54213F-HRTimeline
ASL Financial, LLC15,351$1.18M0.83%-44913F-HRTimeline
Daviman Financial, LLC15,345$1.17M0.65%-46,13113F-HRTimeline
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA15,338$1.17M0.03%-1,62013F-HRTimelineGroup
MACKENZIE FINANCIAL CORP15,312$1.17M<0.01%+9,86713F-HRTimeline
Atlantic Edge Private Wealth Management…15,280$1.17M0.24%-71513F-HRTimeline
Sierra Capital LLC15,250$1.17M0.11%013F-HRTimeline
NORTHLAND SECURITIES, INC.15,211$1.16M0.68%+1,84413F-HRTimeline
First Heartland Consultants, Inc.15,177$1.16M0.08%-18,47213F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding15,145$1.16M-540Timeline
EVERGREEN CAPITAL MANAGEMENT LLC15,096$1.16M0.02%013F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC15,057$1.15M<0.01%-44,39513F-HRTimelineGroup
Caliber Wealth Management, LLC / KS15,028$1.15M0.11%-3,71513F-HRTimeline
PUREfi Wealth, LLC14,986$1.15M0.63%-1,57513F-HRTimeline
Arcadia Wealth Management, LLC14,916$1.14M0.36%-1,97913F-HRTimeline
Accelerate Investment Advisors LLC14,839$1.14M0.65%-8,11313F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC14,649$1.12M0.14%+6,47613F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…14,638$1.12M0.02%+11,53713F-HRTimelineGroup
KINTRA WEALTH, LLC13,631$1.12M0.06%+4,82713F-HRTimeline
Falcon Wealth Planning14,503$1.11M0.07%-33113F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…14,359$1.1M0.01%013F-HRTimeline
Beacon Financial Advisory LLC14,297$1.09M0.22%-5,19113F-HRTimeline
FIDUCIARY ADVISORS, INC.14,285$1.09M0.74%+37013F-HRTimeline
Xcelsior Advisor Partners LLC14,212$1.09M0.14%+11,45213F-HRTimeline
Net Worth Advisory Group14,088$1.08M0.27%-48,81313F-HRTimeline
Financial Perspectives, Inc14,018$1.07M0.26%+1,92413F-HRTimeline
Pointe Capital Management LLC13,904$1.06M0.48%+1,83513F-HRTimeline
McCartney Wealth Management LLC13,848$1.06M0.8%-6213F-HRTimeline
MISSION WEALTH MANAGEMENT, LP13,805$1.06M0.01%+3,84413F-HRTimeline
Midwest Capital Advisors, LLC13,773$1.05M0.43%-61,85713F-HRTimeline
ARK & TLK INVESTMENTS, LLC13,673$1.05M0.26%-30013F-HRTimeline
J.M. Arbour, LLC13,595$1.04M0.9%-17,90513F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding13,482$1.03M-15,418Timeline
Balefire, LLC13,382$1.02M0.17%+7,68613F-HRTimeline
Vantus Wealth LLC13,370$1.02M0.55%13F-HRTimeline
Talisman Wealth Advisors LLC13,349$1.02M0.76%+2,08413F-HRTimeline
O'Connor Financial Group LLC13,329$1.02M0.36%-22313F-HRTimeline
Asset Dedication, LLC13,315$1.02M0.06%+68413F-HRTimeline
Valeo Financial Advisors, LLC13,315$1.02M0.02%+1,44613F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC13,299$1.02M0.01%+47213F-HRTimeline
Hardin Capital Partners, LLC13,258$1.02M0.47%+52313F-HRTimeline
Parallel Advisors, LLC13,252$1.01M0.02%+3,59413F-HRTimeline
Two West Capital Advisors LLC12,893$1M0.5%-10,80313F-HRTimeline
Tempus Wealth Planning, LLC13,119$1M0.2%-15,64113F-HRTimeline