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Disclosery

EFV ISHARES TR

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SHS (fund)

1,004 managers (1,016 13F filers) reported a position in EFV shares at 2024-12-31, 338,107,100 shares in all. 59 filers opened a position and 67 filers sold out during the quarter.

Managers
1,004
13F filers
1,016
New
59
Added
488
Reduced
253
Sold out
67
Shares held by filers
338,107,100

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Aveo Capital Partners, LLC38,972$2.04M0.22%+18,80413F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS38,962$2.04M0.08%+94013F-HRTimelineGroup
WealthPLAN Partners, LLC38,754$2.03M0.29%+2,41213F-HRTimeline
Bison Wealth, LLC38,753$2.03M0.25%13F-HRTimeline
Revolve Wealth Partners, LLC38,725$2.03M0.3%+11,32713F-HR/ATimeline
United Asset Strategies, Inc.38,372$2.01M0.18%+73613F-HRTimeline
SUTTON PLACE INVESTORS LLC38,172$2M1.16%+2,94713F-HRTimeline
Patriot Financial Group Insurance Agenc…37,894$1.99M0.27%+2,76013F-HRTimeline
World Investment Advisors37,754$1.98M0.05%+7,07413F-HRTimeline
Ironwood Investment Counsel, LLC36,965$1.94M0.33%-2,00013F-HRTimeline
GeoWealth Management, LLC36,859$1.93M0.06%-6813F-HRTimeline
BCU Wealth Advisors, LLC36,833$1.93M1.1%+4,87513F-HRTimeline
Kingsview Wealth Management, LLC36,248$1.9M0.04%+5,34913F-HRTimeline
LifePlan Investment Advisors, Inc.36,079$1.89M1.17%+12,22413F-HRTimeline
CogentBlue Wealth Advisors, LLC36,031$1.89M1.66%13F-HRTimeline
NWAM LLC35,720$1.87M0.12%+6,98213F-HRTimeline
VPR Management LLC35,700$1.87M0.98%013F-HRTimeline
Wingate Wealth Advisors, Inc.35,671$1.87M1.84%13F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC35,611$1.87M1.11%-20,44613F-HRTimeline
Financial Advocates Investment Manageme…35,586$1.87M0.11%+33,21113F-HRTimeline
Clear Creek Financial Management, LLC35,571$1.87M0.2%+4,86013F-HRTimeline
KEB ASSET MANAGEMENT, LLC35,571$1.87M0.54%-43613F-HRTimeline
Sovereign Financial Group, Inc.34,991$1.84M0.42%+18413F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC34,743$1.82M0.03%-1913F-HRTimelineGroup
First Heartland Consultants, Inc.34,722$1.82M0.19%+8,20313F-HRTimeline
Merkkuri Wealth Advisors LLC34,594$1.82M1.44%+2,76313F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC34,146$1.79M0.05%+3,05113F-HRTimeline
Dentgroup LLC34,078$1.79M1.37%+3,65713F-HRTimeline
Sigma Planning Corp33,592$1.76M0.06%+11,04813F-HRTimeline
NAVELLIER & ASSOCIATES INC33,333$1.75M0.21%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…32,838$1.72M0.05%-27,66613F-HRTimelineGroup
TD Waterhouse Canada Inc.32,592$1.71M0.01%+2,80813F-HRTimeline
Clearview Wealth Advisors LLC32,389$1.7M1.29%+16,15013F-HRTimeline
Stegner Investment Associates Inc.32,046$1.68M1.11%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CENTRAL TRUST Co31,992$1.68M0.04%-36413F-HRTimeline
Mason Investment Advisory Services, Inc.31,967$1.68M0.1%+56413F-HRTimeline
Compound Planning, Inc.31,922$1.67M0.08%+21,00413F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC31,753$1.67M0.06%+86613F-HRTimeline
Concorde Asset Management, LLC31,656$1.66M0.87%+2,82413F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC31,081$1.63M<0.01%+3,57513F-HRTimelineGroup
SELDON CAPITAL LP31,000$1.63M0.67%013F-HRTimeline
Weil Company, Inc.30,464$1.6M0.55%-2,44613F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV30,195$1.58M0.13%+6,41313F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…30,051$1.58M0.01%+4,96113F-HRTimelineGroup
Neumann Capital Management, LLC29,785$1.56M0.52%013F-HRTimeline
Koshinski Asset Management, Inc.29,382$1.54M0.14%new13F-HRTimeline
Sagace Wealth Management LLC28,906$1.52M1.14%-9,94613F-HRTimeline
G&S Capital LLC28,706$1.51M0.62%+3,85913F-HRTimeline
Raleigh Capital Management Inc.28,265$1.48M0.57%+1,26813F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC28,242$1.48M0.11%-3,81913F-HRTimelineGroup
KINGSWOOD WEALTH ADVISORS, LLC27,906$1.46M0.11%+6,11213F-HRTimeline
Windward Private Wealth Management Inc.27,445$1.44M0.56%-1,33413F-HRTimeline
Wealthspire Advisors, LLC27,164$1.43M0.01%+7113F-HRTimeline
American State Bank (Iowa)26,427$1.39M0.84%013F-HRTimeline
Cooper Financial Group26,390$1.38M0.17%+5,99013F-HRTimeline
LVW Advisors, LLC26,374$1.38M0.17%+27413F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp26,275$1.38M0.09%-1,66513F-HRTimelineGroup
BEAM WEALTH ADVISORS, INC.26,232$1.38M0.44%+2,30113F-HRTimeline
Addison Capital Co26,178$1.37M0.55%+5,57213F-HRTimeline
Anchor Pointe Wealth Management, LLC26,218$1.37M1.79%13F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …26,163$1.37M0.11%+2,91713F-HR/ATimeline
WEDBUSH SECURITIES INC25,911$1.36M0.05%-2,42613F-HRTimeline
Hutchens & Kramer Investment Management…25,853$1.36M0.74%+1,41213F-HRTimeline
Transce3nd, LLC25,770$1.35M0.46%13F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC25,690$1.35M0.1%-19,57813F-HRTimeline
Foundation Wealth Management, LLC\PA25,429$1.33M0.65%13F-HRTimeline
Nicholas Hoffman & Company, LLC.25,374$1.33M0.05%-76913F-HR/ATimelineThe filing omitted confidential holdings, a later amendment may add them.
Legacy Wealth Asset Management, LLC25,355$1.33M0.36%+20,76213F-HRTimeline
Tempus Wealth Planning, LLC25,253$1.32M0.4%+1,96413F-HRTimeline
Fortress Wealth Management, Inc.25,052$1.31M0.64%-1,10213F-HRTimeline
Aspire Private Capital, LLC24,901$1.31M0.32%+3,07213F-HRTimeline
Catalina Capital Group, LLC24,679$1.29M0.43%+83613F-HRTimeline
RDA Financial Network24,407$1.28M0.37%+14,81613F-HRTimeline
FWG Investments, LLC.24,377$1.28M0.99%+87813F-HRTimeline
Keel Point, LLC24,239$1.27M0.1%-1613F-HRTimeline
Breakwater Capital Group23,834$1.25M0.25%-4613F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …23,729$1.25M0.02%+97313F-HRTimelineGroup
Falcon Wealth Planning23,584$1.24M0.14%-1,60213F-HRTimeline
Cresset Asset Management, LLC23,190$1.22M0.01%-6413F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…23,156$1.21M0.03%-30013F-HRTimelineGroup
Beacon Financial Advisory LLC22,938$1.2M0.39%+2,79913F-HRTimeline
Gilman Hill Asset Management, LLC22,814$1.2M0.21%+15,80013F-HRTimeline
Mainstream Capital Management LLC22,757$1.19M0.84%-41013F-HRTimeline
Investor's Fiduciary Advisor Network, L…22,535$1.18M0.45%13F-HRTimeline
Cullen Capital Management, LLC22,519$1.18M0.01%new13F-HRTimeline
Veracity Capital LLC22,444$1.18M0.43%new13F-HRTimeline
Patten Group, Inc.22,193$1.16M0.26%+31413F-HRTimeline
WealthTrak Capital Management LLC21,980$1.15M0.98%13F-HRTimeline
MATHER GROUP, LLC.21,910$1.15M0.01%+1,21613F-HRTimeline
Campion Asset Management21,845$1.15M0.87%-1013F-HRTimeline
Maryland State Retirement & Pension Sys…21,690$1.14M0.02%-10,89713F-HRTimeline
Independence Bank of Kentucky21,495$1.13M0.17%+1,77913F-HRTimeline
Quadcap Wealth Management, LLC21,041$1.1M0.16%-2,62013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC21,031$1.1M<0.01%+3,65513F-HRTimelineGroup
Westside Investment Management, Inc.20,968$1.1M0.23%-4913F-HRTimeline
Atlantic Edge Private Wealth Management…20,946$1.1M0.34%-86613F-HRTimeline
Arcadia Wealth Management, LLC20,833$1.09M0.55%+46213F-HRTimeline
Avantra Family Wealth, Inc.20,091$1.05M0.99%13F-HRTimeline
Semmax Financial Advisors Inc.18,465$1.05M0.28%+3,49313F-HRTimeline
Atlatl Advisers LLC19,951$1.05M0.61%13F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC19,945$1.05M0.58%+1,83813F-HRTimeline
Clearstead Advisors, LLC19,866$1.04M0.02%+2,41613F-HRTimeline
Axis Wealth Partners, LLC19,799$1.04M0.88%13F-HRTimeline
JDH Wealth Management, LLC19,659$1.03M0.9%13F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.19,417$1.02M0.2%+37813F-HRTimeline
Arlington Capital Management, Inc.19,262$1.01M0.7%+3,96913F-HRTimeline
Sound Income Strategies, LLC19,187$1.01M0.06%+6,69213F-HRTimeline
Krilogy Financial LLC19,045$999K0.07%+2,24013F-HRTimeline
Global Wealth Management Investment Adv…18,930$993K0.2%-3913F-HRTimeline
Arkadios Wealth Advisors18,883$991K0.05%+4,74413F-HRTimeline
Latitude Advisors, LLC18,818$987K0.56%+85213F-HRTimeline
COUNTRY CLUB BANK18,715$980K0.07%013F-HRTimeline
PRIVATE TRUST CO NA18,668$979K0.1%-29313F-HRTimeline
Golden State Wealth Management, LLC18,635$978K0.15%13F-HRTimeline
RHS Financial, LLC18,549$973K0.5%-11213F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC18,530$972K0.02%+40413F-HRTimeline
MGO ONE SEVEN LLC18,212$956K0.04%-6,41013F-HRTimeline
Resurgent Financial Advisors LLC18,176$954K0.56%+3,94713F-HRTimeline
DAVENPORT & Co LLC17,855$937K0.01%+20713F-HRTimeline
FSC Wealth Advisors, LLC17,839$936K0.6%+4,82013F-HRTimeline
GC Wealth Management RIA, LLC17,794$934K0.16%013F-HRTimeline
LexAurum Advisors, LLC17,721$930K0.18%+2,96213F-HRTimeline
MYCIO WEALTH PARTNERS, LLC17,637$925K0.22%+30613F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC17,525$920K0.02%+3,49113F-HRTimeline
CENTAURUS FINANCIAL, INC.17,451$916K0.06%+1,36013F-HRTimeline
Visionary Wealth Advisors17,442$915K0.05%-86813F-HRTimeline
Vermillion & White Wealth Management Gr…17,430$915K0.67%+6413F-HRTimeline
ARK & TLK INVESTMENTS, LLC17,273$906K0.31%013F-HRTimeline
Fonville Wealth Management LLC17,129$899K0.3%-10113F-HRTimeline
Lifeworks Advisors, LLC17,054$895K0.16%+74313F-HRTimeline
Ascension Capital Advisors, Inc.16,815$882K0.38%013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.16,805$882K0.05%+3,74613F-HR/ATimelineGroup
SOFI WEALTH, LLC16,761$879K0.06%new13F-HRTimeline
FIDUCIARY ADVISORS, INC.16,646$873K0.88%13F-HRTimeline
Marcum Wealth, LLC16,603$871K0.08%+78713F-HRTimeline
Accelerate Investment Advisors LLC16,296$855K0.75%+3,03513F-HRTimeline
Rockingstone Advisors LLC16,040$842K0.37%-8,88513F-HRTimeline
Aprio Wealth Management, LLC15,997$839K0.12%+27713F-HRTimeline
Able Wealth Management LLC15,935$836K0.55%+3,46713F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…15,879$833K0.03%+4,91613F-HRTimelineGroup
VestGen Investment Management15,797$829K0.23%-4,00613F-HRTimeline
Betterment LLC15,501$813K<0.01%-59113F-HRTimeline
ALTFEST L J & CO INC15,470$812K0.1%+60113F-HRTimeline
GFS Advisors, LLC15,336$805K0.12%-5013F-HRTimeline
Edge Capital Group, LLC15,330$804K0.04%+81813F-HRTimeline
Sierra Capital LLC15,250$800K0.09%013F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding15,157$795K+1,086Timeline
O'Connor Financial Group LLC15,155$795K0.42%+48413F-HRTimeline
Heritage Family Offices, LLP14,964$785K0.39%+5,40613F-HRTimeline
Quest 10 Wealth Builders, Inc.14,956$785K0.78%13F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC14,928$783K0.66%-67113F-HRTimeline
LUTS & GREENLEIGH GROUP, INC.14,781$776K0.77%+36813F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC14,726$773K0.01%+15513F-HRTimeline
Aurelius Family Office LLC14,650$769K0.39%13F-HRTimeline
Semus Wealth Partners LLC14,575$765K0.51%+2,07413F-HRTimeline
InvesTrust14,520$761K0.21%13F-HRTimeline
Quotient Wealth Partners, LLC14,421$757K0.02%-2,84613F-HRTimeline
GGM Financial LLC14,346$753K0.8%+18113F-HRTimeline
D.A. DAVIDSON & CO.14,046$737K0.01%-3413F-HRTimeline
OPINICUS CAPITAL, INC.13,992$734K0.62%+4713F-HRTimeline
TRUE Private Wealth Advisors13,736$721K0.09%-17,92813F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp13,577$712K0.05%-11,12913F-HRTimelineGroup
American Financial Advisors, LLC13,545$711K0.1%+4113F-HRTimeline
Capasso Planning Partners LLC13,532$710K0.28%+2,02013F-HRTimeline
Elios Financial Group Inc.13,464$706K0.33%+1,75213F-HRTimeline
LGT Financial Advisors LLC13,409$704K1.56%+1,45113F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…13,358$701K0.01%013F-HRTimelineGroup
MSH Capital Advisors LLC13,321$699K0.22%+1,67113F-HRTimeline
First Citizens Financial Corp13,192$692K0.38%-59913F-HRTimeline
Asset Dedication, LLC13,111$688K0.05%-35413F-HRTimeline
Hardin Capital Partners, LLC13,086$687K0.41%+3713F-HRTimeline
Net Worth Advisory Group13,034$684K0.21%-17313F-HRTimeline
Emergent Wealth Advisors, LLC12,993$682K0.49%+1,16813F-HRTimeline
Madden Advisory Services, Inc.12,980$681K0.32%+16413F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…12,880$676K0.13%+4,45613F-HRTimelineGroup
Merriman Wealth Management, LLC12,870$675K0.03%-74,19513F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC12,827$673K0.01%013F-HRTimeline
Lantern Wealth Advisors, LLC12,752$669K0.43%+1,96113F-HRTimeline
Horan Securities, Inc.12,744$669K0.25%-1,68013F-HRTimeline
Rialto Wealth Management, LLC12,695$666K0.22%13F-HRTimeline
McMill Wealth Management12,677$665K0.27%13F-HRTimeline
Factor Wealth Management LTD12,590$661K0.22%13F-HRTimeline
Pines Wealth Management, LLC12,315$639K0.28%13F-HRTimeline
Sound Financial Strategies Group, LLC12,098$635K0.53%-1,17413F-HRTimeline
Mesirow Financial Investment Management…12,094$635K0.01%-1,64413F-HRTimeline
Midwest Heritage Bank, FSB12,060$633K0.29%-2,73213F-HRTimeline
25 LLC11,974$628K0.27%-12013F-HRTimeline
Martin Worley Group11,917$625K0.39%13F-HRTimeline
McAdam, LLC11,865$623K0.03%new13F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC11,682$613K<0.01%+67413F-HRTimelineGroup
Ascentis Wealth Management, LLCgroup of 2 filers holding11,537$605K+325Timeline
Foster Group, Inc.11,520$604K0.02%-17413F-HRTimeline
Magnus Financial Group LLC11,393$598K0.06%+1,98013F-HRTimeline
JT Stratford LLC11,378$597K0.1%+1,36813F-HRTimeline
First Citizens Asset Management, Inc.11,370$597K0.22%-43313F-HR/ATimeline
Perennial Investment Advisors, LLC11,316$594K0.07%+1,65713F-HRTimeline
Discipline Wealth Solutions, LLC11,152$585K0.27%-89113F-HRTimeline
Manhattan West Asset Management, LLC11,125$584K0.16%+32113F-HRTimeline
Caprock Group, LLC11,118$583K0.02%+40113F-HRTimeline
Pinnacle Family Advisors, LLC10,991$577K0.28%+5,63613F-HRTimeline