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Disclosery

EFV ISHARES TR

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SHS (fund)

1,063 managers (1,074 13F filers) reported a position in EFV shares at 2025-06-30, 375,530,773 shares in all. 101 filers opened a position and 44 filers sold out during the quarter.

Managers
1,063
13F filers
1,074
New
101
Added
557
Reduced
256
Sold out
44
Shares held by filers
375,530,773

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Ifrah Financial Services, Inc.44,484$2.82M0.77%-73913F-HRTimeline
SUTTON PLACE INVESTORS LLC44,248$2.81M1.69%+13,03613F-HRTimeline
WARNER FINANCIAL, INC44,010$2.79M1.15%+4,72213F-HRTimeline
WEALTHGARDEN F.S. LLC43,893$2.78M2.31%+17,92113F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …43,767$2.78M0.18%+21,70113F-HR/ATimeline
Per Stirling Capital Management, LLC.43,633$2.77M0.36%+27,42313F-HRTimeline
Beirne Wealth Consulting Services, LLC43,412$2.76M0.89%-34,27613F-HRTimeline
SCS Capital Management LLC42,818$2.72M0.03%+20,75013F-HRTimeline
GeoWealth Management, LLC42,636$2.71M0.11%+12,19813F-HRTimeline
First Heartland Consultants, Inc.45,490$2.7M0.24%+27,09613F-HRTimeline
Ridgeline Wealth, LLC42,264$2.68M2.19%-3,29613F-HRTimeline
LANARK FINANCIAL, INC.42,199$2.68M0.22%+3,43213F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS42,133$2.67M0.1%+2,69013F-HRTimelineGroup
Sowell Financial Services LLC41,934$2.66M0.11%+6,56813F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC41,815$2.65M0.03%+15,50313F-HRTimelineGroup
Sigma Planning Corp41,609$2.64M0.08%+11,08713F-HRTimeline
NWAM LLC41,692$2.64M0.15%+10,34513F-HR/ATimeline
Signal Advisors Wealth, LLC41,455$2.63M0.21%-2,64813F-HRTimeline
OMNI 360 Wealth, Inc.41,429$2.63M1.63%-2,74413F-HR/ATimeline
COMMERCE BANKin group COMMERCE BANK41,235$2.62M0.02%+4,24013F-HRTimelineGroup
Dentgroup LLC41,102$2.61M1.81%+4,03613F-HRTimeline
HARBOUR INVESTMENTS, INC.41,053$2.61M0.07%+14,62613F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC40,917$2.6M<0.01%+59013F-HRTimelineGroup
SAGE FINANCIAL GROUP INC40,883$2.6M0.19%+58513F-HRTimeline
TD Waterhouse Canada Inc.40,516$2.57M0.02%+5,60313F-HRTimeline
Cyndeo Wealth Partners, LLC40,501$2.57M0.15%+2,68913F-HRTimeline
Financial Advocates Investment Manageme…40,446$2.57M0.21%+10,02613F-HRTimeline
Sterling Wealth Management, Inc.39,918$2.53M0.86%13F-HRTimeline
SkyView Investment Advisors, LLC39,549$2.51M0.36%-11,44913F-HRTimeline
WEDBUSH SECURITIES INC39,395$2.5M0.09%+11,41013F-HRTimeline
Stark Wealth Management LLC39,600$2.49M3.56%new13F-HRTimeline
Wealth Quarterback LLC39,240$2.49M1.18%+24,02113F-HRTimeline
NorthCoast Asset Management LLC39,121$2.48M0.01%+79913F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC39,050$2.48M0.06%+3,79613F-HRTimeline
BEAM WEALTH ADVISORS, INC.38,814$2.46M0.73%+12,01713F-HRTimeline
SHUFRO ROSE & CO LLC41,298$2.43M0.2%-26413F-HRTimeline
Revolve Wealth Partners, LLC37,896$2.41M0.31%-88713F-HRTimeline
Clark Capital Management Group, Inc.36,894$2.34M0.02%-26,59613F-HRTimeline
Clearview Wealth Advisors LLC36,127$2.29M1.6%+11,11113F-HRTimeline
VPR Management LLC35,700$2.27M1.06%013F-HRTimeline
KEB ASSET MANAGEMENT, LLC35,589$2.26M0.56%+3013F-HRTimeline
Addison Capital Co35,474$2.25M0.78%+2,54313F-HRTimeline
Koshinski Asset Management, Inc.34,760$2.21M0.17%new13F-HRTimeline
CogentBlue Wealth Advisors, LLC34,431$2.19M1.67%-1,60013F-HRTimeline
ALTFEST L J & CO INC34,070$2.16M0.26%+18,75913F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC33,956$2.16M1.11%-2,58513F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC33,935$2.15M1.09%+3,34613F-HRTimeline
Elios Financial Group Inc.33,425$2.12M0.96%+19,48113F-HRTimeline
NAVELLIER & ASSOCIATES INC33,333$2.12M0.26%013F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC33,151$2.1M0.16%+8,01213F-HRTimeline
Tempus Wealth Planning, LLC32,836$2.08M0.52%+7,67413F-HRTimeline
CENTRAL TRUST Co32,822$2.08M0.05%+1,54413F-HRTimeline
Raleigh Capital Management Inc.32,749$2.08M0.87%+11,98313F-HRTimeline
Patten Group, Inc.32,739$2.08M0.44%+3,44413F-HRTimeline
Financial Engines Advisors L.L.C.32,578$2.07M<0.01%-28,32713F-HRTimeline
Mason Investment Advisory Services, Inc.32,536$2.07M0.11%+56913F-HRTimeline
Wingate Wealth Advisors, Inc.32,398$2.06M1.83%+213F-HRTimeline
Clear Creek Financial Management, LLC32,011$2.03M0.19%+1,30413F-HRTimeline
Columbus Macro, LLC31,363$1.99M0.24%+7,67813F-HRTimeline
SELDON CAPITAL LP31,000$1.97M0.85%013F-HRTimeline
MATHER GROUP, LLC.30,703$1.95M0.02%+9,72413F-HRTimeline
Belpointe Asset Management LLC30,315$1.92M0.08%+24,61113F-HRTimeline
Fortis Capital Advisors, LLC30,315$1.92M0.34%+24,78713F-HRTimeline
Compound Planning, Inc.30,265$1.92M0.07%-99313F-HRTimeline
WealthTrak Capital Management LLC30,254$1.92M1.6%+14,15213F-HRTimeline
MONECO ADVISORS, LLC30,096$1.91M0.18%-18,89113F-HRTimeline
Neumann Capital Management, LLC29,785$1.89M0.59%013F-HRTimeline
Aspire Private Capital, LLC29,345$1.86M0.43%+7,56313F-HRTimeline
PITCAIRN COin group PITCAIRN CO29,293$1.86M0.12%-36,59413F-HR/ATimelineGroup
Emergent Wealth Advisors, LLC29,219$1.85M1.18%+1,14813F-HRTimeline
Accelerate Investment Advisors LLC28,995$1.84M1.37%+10,87613F-HRTimeline
Breakwater Capital Group28,718$1.82M0.3%-46113F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC28,573$1.81M0.14%+1,15513F-HRTimeline
Venturi Wealth Management, LLC28,473$1.81M0.09%-39113F-HRTimeline
Stegner Investment Associates Inc.28,348$1.8M1.1%-3,11913F-HRTimeline
Weil Company, Inc.28,266$1.79M0.47%-1,54513F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC28,043$1.78M1.43%+15,45113F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT28,015$1.78M0.04%+23,43013F-HRTimeline
Integrated Advisors Network LLC27,870$1.77M0.08%+8,07913F-HRTimeline
Beacon Financial Advisory LLC27,829$1.77M0.46%+8,30413F-HRTimeline
DAVENPORT & Co LLC27,827$1.77M0.01%+6,75313F-HRTimeline
Windward Private Wealth Management Inc.27,445$1.74M0.63%013F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…27,227$1.73M0.01%-79413F-HRTimelineGroup
American State Bank (Iowa)26,947$1.71M0.95%+17013F-HRTimeline
RPg Family Wealth Advisory, LLC26,784$1.7M0.45%-1,04613F-HRTimeline
J.W. COLE ADVISORS, INC.26,738$1.7M0.04%+14,97713F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC26,140$1.66M0.83%+10,73413F-HRTimeline
Sovereign Financial Group, Inc.26,016$1.65M0.34%-29113F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp25,990$1.65M0.1%-30713F-HRTimelineGroup
Horan Securities, Inc.25,891$1.64M0.58%+1,29313F-HRTimeline
Two West Capital Advisors LLC25,155$1.64M1.08%+15,07613F-HRTimeline
Sagace Wealth Management LLC25,815$1.64M1.22%-2,15213F-HRTimeline
Cresset Asset Management, LLC25,764$1.64M0.01%+2,95713F-HR/ATimeline
ORG Partners LLC25,697$1.63M0.35%+16,52313F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …25,520$1.62M0.02%+1,90713F-HRTimelineGroup
Golden State Wealth Management, LLC25,091$1.59M0.19%+5,42113F-HRTimeline
RDA Financial Network24,876$1.58M0.43%+7,91513F-HRTimeline
Fortress Wealth Management, Inc.24,714$1.57M0.76%+22513F-HRTimeline
Hutchens & Kramer Investment Management…24,538$1.56M0.72%+4,61713F-HRTimeline
Bison Wealth, LLC24,491$1.55M0.12%-6,41113F-HRTimeline
Aprio Wealth Management, LLC24,410$1.55M0.17%-1,52413F-HRTimeline
Keel Point, LLC24,239$1.54M0.1%013F-HRTimeline
McAdam, LLC24,131$1.53M0.08%+19,65713F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…24,116$1.53M<0.01%-1,443,05613F-HR/ATimelineGroup
Semmax Financial Advisors Inc.23,086$1.52M0.39%+9,14413F-HRTimeline
FWG Investments, LLC.23,696$1.5M1.14%-1,81913F-HRTimeline
FSC Wealth Advisors, LLC23,555$1.5M0.94%+1,02913F-HR/ATimeline
Nicholas Hoffman & Company, LLC.23,472$1.49M0.04%-15613F-HRTimeline
Investor's Fiduciary Advisor Network, L…23,432$1.49M0.55%+1,99813F-HRTimeline
Foundation Wealth Management, LLC\PA23,408$1.49M0.64%-1,88613F-HRTimeline
Intrua Financial, LLC23,173$1.47M0.21%-32,06313F-HRTimeline
Caliber Wealth Management, LLC / KS23,014$1.46M0.16%+6,94413F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…22,989$1.46M0.03%-1,66113F-HRTimelineGroup
Arlington Capital Management, Inc.22,730$1.44M1.25%+9,13213F-HRTimeline
Sound Income Strategies, LLC22,563$1.43M0.08%+3,26813F-HRTimeline
Lifeworks Advisors, LLC22,414$1.42M0.21%+7,58613F-HRTimeline
Freedom Investment Management, Inc.22,265$1.41M0.11%+10,07113F-HRTimeline
LVW Advisors, LLC22,093$1.4M0.16%-7913F-HRTimeline
Independence Bank of Kentucky22,062$1.4M0.2%-70513F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC21,932$1.39M0.02%+7,16913F-HRTimeline
Campion Asset Management21,845$1.39M1.04%013F-HRTimeline
Arcadia Wealth Management, LLC21,772$1.38M0.6%-1,41813F-HRTimeline
LexAurum Advisors, LLC21,651$1.37M0.22%+4,84213F-HRTimeline
Mainstream Capital Management LLC21,463$1.36M0.99%-46313F-HRTimeline
CW Advisors, LLC21,399$1.36M0.01%+14013F-HRTimeline
Resurgent Financial Advisors LLC21,288$1.35M0.74%+7,20413F-HRTimeline
Catalina Capital Group, LLC21,259$1.35M0.91%+7,19213F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC21,255$1.35M0.01%+3,60013F-HRTimeline
Operose Advisors LLC21,239$1.35M0.38%+35813F-HRTimeline
Falcon Wealth Planning21,213$1.35M0.14%-1,97413F-HRTimeline
Atlatl Advisers LLC21,059$1.34M0.63%+2,35513F-HRTimeline
GGM Financial LLC20,908$1.33M0.77%+6,81313F-HR/ATimeline
Axis Wealth Partners, LLC20,633$1.31M0.86%+1,86713F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.20,190$1.28M<0.01%new13F-HRTimelineGroup
Vise Technologies, Inc.19,858$1.26M0.05%13F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC19,814$1.26M<0.01%+3,35413F-HR/ATimelineGroup
Latitude Advisors, LLC19,763$1.25M0.63%-1,59713F-HRTimeline
PRIVATE TRUST CO NA19,711$1.25M0.12%+4,51313F-HRTimeline
JDH Wealth Management, LLC19,621$1.25M0.95%-3813F-HRTimeline
McMill Wealth Management19,596$1.24M0.41%-41413F-HRTimeline
Quartz Partners, LLC19,345$1.23M0.56%-18013F-HRTimeline
Global Wealth Management Investment Adv…19,233$1.22M0.23%-2,05213F-HRTimeline
Atlantic Edge Private Wealth Management…19,219$1.22M0.33%-9513F-HRTimeline
Cooper Financial Group19,139$1.21M0.14%-10,19313F-HRTimeline
Discipline Wealth Solutions, LLC19,091$1.21M0.46%+7,76513F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.19,021$1.21M0.21%-31313F-HRTimeline
Clearstead Advisors, LLC18,971$1.2M0.02%+3,10813F-HRTimeline
Quadcap Wealth Management, LLC18,938$1.2M0.15%+62013F-HRTimeline
Westside Investment Management, Inc.18,874$1.2M0.22%-70813F-HRTimeline
GC Wealth Management RIA, LLC18,771$1.19M0.1%+97713F-HRTimeline
COUNTRY CLUB BANK18,258$1.16M0.07%-45713F-HRTimeline
MN Wealth Advisors, LLC18,048$1.15M0.67%+12,13513F-HRTimeline
MYCIO WEALTH PARTNERS, LLC18,025$1.14M0.26%+38813F-HRTimeline
CENTAURUS FINANCIAL, INC.17,979$1.14M0.07%+59413F-HRTimeline
LGT Financial Advisors LLC17,888$1.14M2.88%+5,66313F-HRTimeline
Semus Wealth Partners LLC17,772$1.13M0.73%+5,69713F-HRTimeline
MSH Capital Advisors LLC17,526$1.11M0.32%+1,49413F-HRTimeline
LRI Investments, LLC17,436$1.11M0.09%+23013F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…17,388$1.1M0.04%+6,05513F-HRTimelineGroup
Betterment LLC17,383$1.1M<0.01%+1,22413F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC17,323$1.1M0.04%-14,13913F-HRTimeline
FIDUCIARY ADVISORS, INC.16,993$1.08M0.95%+34713F-HRTimeline
InvesTrust16,990$1.08M0.42%+47013F-HRTimeline
Visionary Wealth Advisors16,892$1.07M0.05%+28413F-HRTimeline
Riverbend Wealth Management, LLC16,855$1.07M0.81%new13F-HRTimeline
Ascension Capital Advisors, Inc.16,815$1.07M0.45%013F-HRTimeline
Rockingstone Advisors LLC16,750$1.06M0.56%+39013F-HRTimeline
Fonville Wealth Management LLC16,477$1.05M0.26%-15313F-HRTimeline
Private Wealth Asset Management, LLC16,443$1.04M0.14%+36513F-HRTimeline
Factor Wealth Management LTD16,282$1.03M0.28%+3,69213F-HRTimeline
Lion Street Advisors, LLC16,012$1.02M0.31%+6,93113F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…15,958$1.01M0.02%-75513F-HRTimelineGroup
JT Stratford LLC15,860$1.01M0.15%+5,56313F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding15,847$1.01M+757Timeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC15,779$1M0.02%-79913F-HRTimeline
Evanson Asset Management, LLC15,642$993K0.06%+5,99013F-HRTimeline
Mesirow Financial Investment Management…15,546$987K0.02%+3,35213F-HRTimeline
Savvy Advisors, Inc.15,434$980K0.07%-6,00813F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…15,275$970K0.01%013F-HRTimeline
ARK & TLK INVESTMENTS, LLC15,273$970K0.31%-2,00013F-HRTimeline
Sierra Capital LLC15,250$968K0.11%013F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd15,156$962K0.04%new13F-HRTimelineGroup
LUTS & GREENLEIGH GROUP, INC.15,141$961K0.92%+36013F-HRTimeline
Quest 10 Wealth Builders, Inc.14,976$951K0.93%-1,40113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…14,971$950K<0.01%-175,41413F-HRTimelineGroup
PUREfi Wealth, LLC14,710$934K0.75%+5,33113F-HRTimeline
BEACON FINANCIAL GROUP14,621$928K0.1%+2,93813F-HRTimeline
First Citizens Financial Corp14,583$926K0.51%+65313F-HRTimeline
New World Advisors LLC14,465$918K0.2%+1,44813F-HRTimeline
Richmond Investment Services, LLC14,384$913K0.19%new13F-HRTimeline
Lantern Wealth Advisors, LLC14,356$911K0.54%13F-HRTimeline
Unique Wealth Strategies, LLC14,343$910K0.38%new13F-HRTimeline
O'Connor Financial Group LLC14,214$909K0.4%-95113F-HRTimeline
D.A. DAVIDSON & CO.14,162$899K0.01%-7,53413F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp14,006$889K0.04%013F-HRTimelineGroup
GFS Advisors, LLC13,991$888K0.12%new13F-HRTimeline
VestGen Investment Management13,790$875K0.63%+3,65113F-HRTimeline
Heritage Family Offices, LLP14,613$869K0.44%013F-HRTimeline
American Financial Advisors, LLC13,656$867K0.12%+11113F-HRTimeline
TOWNSQUARE CAPITAL LLC13,560$861K0.08%-174,57113F-HRTimeline