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Disclosery

EFV ISHARES TR

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SHS (fund)

1,005 managers (1,016 13F filers) reported a position in EFV shares at 2025-03-31, 305,983,387 shares in all. 72 filers opened a position and 57 filers sold out during the quarter.

Managers
1,005
13F filers
1,016
New
72
Added
273
Reduced
501
Sold out
57
Shares held by filers
305,983,387

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
EHRLICH FINANCIAL GROUP39,012$2.3M1.68%-41,33013F-HRTimeline
Revolve Wealth Partners, LLC38,783$2.29M0.33%+5813F-HRTimeline
LANARK FINANCIAL, INC.38,767$2.28M0.19%+38,73113F-HRTimeline
SWP FINANCIAL LLC38,689$2.28M1.39%-21,24913F-HRTimeline
NorthCoast Asset Management LLC38,322$2.26M0.01%-4,25713F-HR/ATimeline
Cyndeo Wealth Partners, LLC37,812$2.23M0.15%-4,08713F-HRTimeline
BUSH INVESTMENT GROUP, LLC37,737$2.22M1.68%-10,00713F-HRTimeline
Dentgroup LLC37,066$2.18M1.64%+2,98813F-HRTimeline
COMMERCE BANKin group COMMERCE BANK36,995$2.18M0.01%-6,75313F-HRTimelineGroup
Kingsview Wealth Management, LLC36,794$2.17M0.04%+54613F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC36,541$2.15M1.16%-4,71213F-HRTimeline
CogentBlue Wealth Advisors, LLC36,031$2.12M1.86%013F-HRTimeline
VPR Management LLC35,700$2.1M1.02%013F-HRTimeline
KEB ASSET MANAGEMENT, LLC35,559$2.1M0.6%-1213F-HRTimeline
Patriot Financial Group Insurance Agenc…35,379$2.09M0.28%-2,51513F-HRTimeline
Sowell Financial Services LLC35,366$2.08M0.09%-3,89613F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC35,254$2.08M0.06%+1,10813F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC35,200$2.07M0.11%-7,28213F-HRTimeline
Ironwood Investment Counsel, LLC34,988$2.06M0.36%-1,97713F-HRTimeline
TD Waterhouse Canada Inc.34,913$2.06M0.02%+2,32113F-HRTimeline
NAVELLIER & ASSOCIATES INC33,333$2.06M0.28%013F-HRTimeline
Commonwealth Retirement Investments LLC34,242$2.02M0.82%-7,61513F-HRTimeline
FULLCIRCLE WEALTH LLC32,745$2M0.82%-10,18713F-HRTimeline
Brookwood Investment Group LLC33,548$1.98M0.34%13F-HRTimeline
BLALOCK WILLIAMS, LLC33,410$1.97M2.21%-7,12413F-HRTimeline
Addison Capital Co32,931$1.94M0.76%+6,75313F-HRTimeline
LifePlan Investment Advisors, Inc.32,568$1.92M1.1%-3,51113F-HRTimeline
Able Wealth Management LLC32,464$1.91M1.13%+16,52913F-HRTimeline
Wingate Wealth Advisors, Inc.32,396$1.91M2.2%-3,27513F-HRTimeline
Mason Investment Advisory Services, Inc.31,967$1.88M0.11%013F-HRTimeline
Stegner Investment Associates Inc.31,467$1.85M1.3%-57913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
JOURNEY STRATEGIC WEALTH LLC31,462$1.85M0.06%-29113F-HRTimeline
NWAM LLC31,347$1.85M0.16%-4,37313F-HRTimeline
CENTRAL TRUST Co31,278$1.84M0.05%-71413F-HRTimeline
Compound Planning, Inc.31,258$1.84M0.08%-66413F-HRTimeline
SUTTON PLACE INVESTORS LLC31,212$1.84M1.24%-6,96013F-HRTimeline
Keeler Thomas Management LLC31,024$1.83M0.9%-178,05413F-HRTimeline
SELDON CAPITAL LP31,000$1.83M1.15%013F-HRTimeline
Bison Wealth, LLC30,902$1.82M0.17%-7,85113F-HRTimeline
Clear Creek Financial Management, LLC30,707$1.81M0.19%-4,86413F-HRTimeline
WealthPLAN Partners, LLC30,620$1.8M0.25%-8,13413F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC30,589$1.8M1.03%-5,02213F-HRTimeline
Sigma Planning Corp30,522$1.8M0.06%-3,07013F-HRTimeline
GeoWealth Management, LLC30,438$1.79M0.07%-6,42113F-HRTimeline
Financial Advocates Investment Manageme…30,420$1.79M0.13%-5,16613F-HRTimeline
Interchange Capital Partners, LLC30,367$1.79M0.5%-9,83913F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC30,083$1.77M0.24%new13F-HRTimeline
GWN SECURITIES INC.29,828$1.76M0.1%new13F-HRTimeline
Weil Company, Inc.29,811$1.76M0.52%-65313F-HRTimeline
Neumann Capital Management, LLC29,785$1.76M0.61%013F-HRTimeline
Cooper Financial Group29,332$1.73M0.23%+2,94213F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…29,304$1.73M0.04%-3,53413F-HRTimelineGroup
Patten Group, Inc.29,295$1.73M0.4%+7,10213F-HRTimeline
Breakwater Capital Group29,179$1.72M0.31%+5,34513F-HRTimeline
Venturi Wealth Management, LLC28,864$1.7M0.09%-12,32313F-HRTimeline
Merkkuri Wealth Advisors LLC28,778$1.7M1.45%-5,81613F-HRTimeline
Emergent Wealth Advisors, LLC28,071$1.65M1.2%+15,07813F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…28,021$1.65M0.01%-2,03013F-HRTimelineGroup
WEDBUSH SECURITIES INC27,985$1.65M0.06%+2,07413F-HRTimeline
Sagace Wealth Management LLC27,967$1.65M1.25%-93913F-HRTimeline
Transce3nd, LLC27,856$1.64M0.73%+2,08613F-HRTimeline
RPg Family Wealth Advisory, LLC27,830$1.64M0.47%new13F-HRTimeline
Windward Private Wealth Management Inc.27,445$1.62M0.63%013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC27,418$1.62M0.15%-48813F-HR/ATimeline
Maryland State Retirement & Pension Sys…27,101$1.6M0.04%+5,41113F-HRTimeline
BEAM WEALTH ADVISORS, INC.26,797$1.58M0.53%+56513F-HRTimeline
American State Bank (Iowa)26,777$1.58M0.95%+35013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV26,597$1.57M0.13%-3,59813F-HRTimeline
Concorde Asset Management, LLC27,791$1.56M0.84%-3,86513F-HRTimeline
HARBOUR INVESTMENTS, INC.26,427$1.56M0.04%-39,53913F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC26,312$1.55M0.02%-8,43113F-HRTimelineGroup
Sovereign Financial Group, Inc.26,307$1.55M0.36%-8,68413F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp26,297$1.55M0.1%+2213F-HRTimelineGroup
WEALTHGARDEN F.S. LLC25,972$1.53M1.47%-14,38613F-HRTimeline
Aprio Wealth Management, LLC25,934$1.53M0.19%+9,93713F-HRTimeline
FWG Investments, LLC.25,515$1.5M1.76%+1,13813F-HRTimeline
Foundation Wealth Management, LLC\PA25,294$1.49M0.71%-13513F-HRTimeline
Tempus Wealth Planning, LLC25,162$1.48M0.44%-9113F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC25,139$1.48M0.11%-55113F-HRTimeline
Clearview Wealth Advisors LLC25,016$1.47M1.1%-7,37313F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources24,913$1.47M<0.01%+23,79313F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…24,650$1.45M0.03%+1,49413F-HRTimelineGroup
Horan Securities, Inc.24,598$1.45M0.55%+11,85413F-HRTimeline
Fortress Wealth Management, Inc.24,489$1.44M0.75%-56313F-HRTimeline
Keel Point, LLC24,239$1.43M0.11%013F-HRTimeline
Columbus Macro, LLC23,685$1.4M0.18%new13F-HRTimeline
Nicholas Hoffman & Company, LLC.23,628$1.39M0.05%-1,74613F-HR/ATimelineThe filing omitted confidential holdings, a later amendment may add them.
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …23,613$1.39M0.02%-11613F-HRTimelineGroup
Arcadia Wealth Management, LLC23,190$1.37M0.67%+2,35713F-HRTimeline
Falcon Wealth Planning23,187$1.37M0.15%-39713F-HRTimeline
Cresset Asset Management, LLC22,807$1.34M0.01%-38313F-HRTimeline
Aveo Capital Partners, LLC21,804$1.34M0.22%-17,16813F-HRTimeline
Independence Bank of Kentucky22,767$1.34M0.21%+1,27213F-HRTimeline
FSC Wealth Advisors, LLC22,526$1.33M0.87%+4,68713F-HRTimeline
LVW Advisors, LLC22,172$1.31M0.16%-4,20213F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …22,066$1.3M0.1%-4,09713F-HRTimeline
SCS Capital Management LLC22,068$1.3M0.02%-208,88213F-HR/ATimeline
Mainstream Capital Management LLC21,926$1.29M1.02%-83113F-HRTimeline
Campion Asset Management21,845$1.29M1%013F-HRTimeline
Aspire Private Capital, LLC21,782$1.28M0.32%-3,11913F-HRTimeline
D.A. DAVIDSON & CO.21,696$1.28M0.01%+7,65013F-HRTimeline
Savvy Advisors, Inc.21,442$1.26M0.13%+15,60613F-HRTimeline
Investor's Fiduciary Advisor Network, L…21,434$1.26M0.6%-1,10113F-HRTimeline
Latitude Advisors, LLC21,360$1.26M0.73%+2,54213F-HRTimeline
Global Wealth Management Investment Adv…21,285$1.25M0.25%+2,35513F-HRTimeline
CW Advisors, LLC21,259$1.25M0.02%new13F-HRTimeline
DAVENPORT & Co LLC21,074$1.24M0.01%+3,21913F-HRTimeline
MATHER GROUP, LLC.20,979$1.24M0.01%-93113F-HRTimeline
Operose Advisors LLC20,881$1.23M0.41%+16,07313F-HRTimeline
Raleigh Capital Management Inc.20,766$1.22M0.55%-7,49913F-HRTimeline
McMill Wealth Management20,010$1.18M0.43%+7,33313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC20,000$1.18M<0.01%new13F-HRTimelineGroup
Hutchens & Kramer Investment Management…19,921$1.17M0.65%-5,93213F-HRTimeline
Integrated Advisors Network LLC19,791$1.17M0.06%+11,04613F-HRTimeline
Golden State Wealth Management, LLC19,670$1.16M0.17%+1,03513F-HR/ATimeline
JDH Wealth Management, LLC19,659$1.16M0.99%013F-HRTimeline
Westside Investment Management, Inc.19,582$1.15M0.25%-1,38613F-HRTimeline
Quartz Partners, LLC19,525$1.15M0.7%+12,11313F-HRTimeline
Beacon Financial Advisory LLC19,525$1.15M0.35%-3,41313F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.19,334$1.14M0.22%-8313F-HRTimeline
Atlantic Edge Private Wealth Management…19,314$1.14M0.35%-1,63213F-HRTimeline
Sound Income Strategies, LLC19,295$1.14M0.07%+10813F-HRTimeline
Avantra Family Wealth, Inc.19,035$1.12M1.08%-1,05613F-HRTimeline
COUNTRY CLUB BANK18,715$1.11M0.07%013F-HRTimeline
Axis Wealth Partners, LLC18,766$1.11M0.82%-1,03313F-HRTimeline
MGO ONE SEVEN LLC18,759$1.11M0.04%+54713F-HRTimeline
Atlatl Advisers LLC18,704$1.1M0.72%-1,24713F-HRTimeline
First Heartland Consultants, Inc.18,394$1.08M0.11%-16,32813F-HRTimeline
Quadcap Wealth Management, LLC18,318$1.08M0.16%-2,72313F-HRTimeline
Accelerate Investment Advisors LLC18,119$1.07M0.89%+1,82313F-HRTimeline
GC Wealth Management RIA, LLC17,794$1.05M0.19%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC17,655$1.04M0.01%+2,92913F-HRTimeline
MYCIO WEALTH PARTNERS, LLC17,637$1.04M0.25%013F-HRTimeline
CENTAURUS FINANCIAL, INC.17,385$1.02M0.06%-6613F-HRTimeline
ARK & TLK INVESTMENTS, LLC17,273$1.02M0.36%013F-HRTimeline
Fonville Wealth Management LLC16,630$1.02M0.3%-49913F-HRTimeline
LRI Investments, LLC17,206$1.01M0.1%+15,77713F-HRTimeline
RDA Financial Network16,961$1000K0.3%-7,44613F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.16,911$997K0.05%+10613F-HR/ATimelineGroup
Ascension Capital Advisors, Inc.16,815$991K0.45%013F-HRTimeline
LexAurum Advisors, LLC16,809$991K0.19%-91213F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…16,713$985K0.02%+10,37813F-HRTimelineGroup
FIDUCIARY ADVISORS, INC.16,646$981K0.97%013F-HRTimeline
Visionary Wealth Advisors16,608$979K0.06%-83413F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC16,578$977K0.02%-94713F-HRTimeline
InvesTrust16,520$974K0.27%+2,00013F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC16,460$970K<0.01%+9,56613F-HR/ATimelineGroup
Quest 10 Wealth Builders, Inc.16,377$965K1.03%+1,42113F-HRTimeline
Rockingstone Advisors LLC16,360$964K0.43%+32013F-HRTimeline
Per Stirling Capital Management, LLC.16,210$955K0.14%+8,61213F-HRTimeline
RETIREMENT CAPITAL STRATEGIES16,188$954K0.37%new13F-HRTimeline
Betterment LLC16,159$952K<0.01%+65813F-HRTimeline
WealthTrak Capital Management LLC16,102$949K0.82%-5,87813F-HRTimeline
Private Wealth Asset Management, LLC16,078$948K0.14%13F-HRTimeline
Caliber Wealth Management, LLC / KS16,070$947K0.13%13F-HRTimeline
MSH Capital Advisors LLC16,032$945K0.29%+2,71113F-HRTimeline
Clearstead Advisors, LLC15,863$935K0.01%-4,00313F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…15,275$912K0.01%+14,35913F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC15,406$908K0.52%-4,53913F-HRTimeline
ALTFEST L J & CO INC15,311$902K0.11%-15913F-HRTimeline
Sierra Capital LLC15,250$899K0.11%013F-HRTimeline
Wealth Quarterback LLC15,219$897K0.5%new13F-HRTimeline
PRIVATE TRUST CO NA15,198$896K0.09%-3,47013F-HRTimeline
O'Connor Financial Group LLC15,165$894K0.46%+1013F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding15,090$889K-67Timeline
Marcum Wealth, LLC14,974$883K0.08%-1,62913F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC14,962$882K0.01%+3,28013F-HRTimelineGroup
Lifeworks Advisors, LLC14,828$874K0.15%-2,22613F-HRTimeline
LUTS & GREENLEIGH GROUP, INC.14,781$871K0.87%013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC14,763$870K0.02%-3,76713F-HRTimeline
Heritage Family Offices, LLP14,613$861K0.44%-35113F-HRTimeline
Semmax Financial Advisors Inc.13,942$861K0.23%-4,52313F-HRTimeline
GGM Financial LLC14,095$831K0.57%-25113F-HRTimeline
Resurgent Financial Advisors LLC14,084$830K0.5%-4,09213F-HRTimeline
Catalina Capital Group, LLC14,067$829K0.55%-10,61213F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp14,006$826K0.04%+42913F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…14,918$824K0.03%-96113F-HRTimelineGroup
Elios Financial Group Inc.13,944$822K0.41%+48013F-HRTimeline
First Citizens Financial Corp13,930$821K0.46%+73813F-HRTimeline
Aurelius Family Office LLC13,893$819K0.42%-75713F-HRTimeline
Mission Financial Group, LLC10,859$807K0.75%13F-HRTimeline
Arlington Capital Management, Inc.13,598$801K0.61%-5,66413F-HRTimeline
American Financial Advisors, LLC13,545$798K0.12%013F-HRTimeline
Madden Advisory Services, Inc.13,282$783K0.36%+30213F-HRTimeline
Capasso Planning Partners LLC13,195$778K0.33%-33713F-HRTimeline
OPINICUS CAPITAL, INC.13,148$775K0.69%-84413F-HRTimeline
New World Advisors LLC13,017$767K0.17%+4,68413F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…13,014$767K0.01%-34413F-HRTimelineGroup
Hardin Capital Partners, LLC12,936$762K0.47%-15013F-HRTimeline
Asset Dedication, LLC12,934$762K0.06%-17713F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC12,836$757K0.01%+913F-HRTimeline
Net Worth Advisory Group12,801$754K0.24%-23313F-HRTimeline
Rialto Wealth Management, LLC12,663$746K0.23%-3213F-HRTimeline
PARTNERS CAPITAL INVESTMENT GROUP, LLP12,647$745K0.01%+6,32313F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC12,592$742K0.56%-2,33613F-HRTimeline
Factor Wealth Management LTD12,590$742K0.23%013F-HRTimeline
TWO SIGMA SECURITIES, LLC12,561$740K0.11%+5,43513F-HRTimeline
Quotient Wealth Partners, LLC12,465$735K0.02%-1,95613F-HRTimeline
FLP Wealth Management, LLC12,403$731K2.32%+3,23513F-HRTimeline
LGT Financial Advisors LLC12,225$721K2.2%-1,18413F-HRTimeline