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Disclosery

EFV ISHARES TR

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SHS (fund)

1,107 managers (1,118 13F filers) reported a position in EFV shares at 2025-09-30, 350,281,250 shares in all. 98 filers opened a position and 47 filers sold out during the quarter.

Managers
1,107
13F filers
1,118
New
98
Added
354
Reduced
442
Sold out
47
Shares held by filers
350,281,250

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
BLALOCK WILLIAMS, LLC44,398$3.01M2.64%-6,43613F-HRTimeline
Ifrah Financial Services, Inc.44,204$3M0.78%-28013F-HRTimeline
BEAM WEALTH ADVISORS, INC.44,050$2.99M0.81%+5,23613F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC44,010$2.99M0.13%-12,66113F-HRTimeline
HARBOUR INVESTMENTS, INC.43,985$2.98M0.07%+2,93213F-HRTimeline
Beirne Wealth Consulting Services, LLC43,652$2.96M0.71%+24013F-HRTimeline
Ironwood Investment Counsel, LLC40,825$2.95M0.43%-1,67713F-HRTimeline
SCS Capital Management LLC42,372$2.87M0.03%-44613F-HRTimeline
Sterling Wealth Management, Inc.42,259$2.87M0.87%+2,34113F-HRTimeline
Summit Financial Strategies, Inc.42,259$2.87M0.25%-2,30013F-HRTimeline
Dentgroup LLC42,194$2.86M1.85%+1,09213F-HRTimeline
Cyndeo Wealth Partners, LLC41,979$2.85M0.16%+1,47813F-HRTimeline
Wealth Quarterback LLC41,590$2.82M1.09%+2,35013F-HRTimeline
Commonwealth Retirement Investments LLC41,529$2.82M0.96%-11,02213F-HRTimeline
OMNI 360 Wealth, Inc.41,351$2.8M1.57%-7813F-HRTimeline
Ridgeline Wealth, LLC41,331$2.8M2.07%-93313F-HRTimeline
Belpointe Asset Management LLC40,205$2.73M0.1%+9,89013F-HRTimeline
Fortis Capital Advisors, LLC40,205$2.73M0.43%+9,89013F-HRTimeline
J.W. COLE ADVISORS, INC.39,978$2.71M0.05%+13,24013F-HRTimeline
SkyView Investment Advisors, LLC39,905$2.71M0.34%+35613F-HRTimeline
Interchange Capital Partners, LLC39,179$2.66M0.52%-9,94513F-HRTimeline
Sowell Financial Services LLC38,508$2.61M0.1%-3,42613F-HRTimeline
Clearview Wealth Advisors LLC38,277$2.6M1.66%+2,15013F-HRTimeline
NWAM LLC37,616$2.58M0.14%-4,07613F-HR/ATimeline
HRT FINANCIAL LP37,969$2.58M0.01%new13F-HRTimeline
WealthPLAN Partners, LLC37,934$2.57M0.39%-7,36413F-HRTimeline
Revolve Wealth Partners, LLC37,523$2.55M0.31%-37313F-HRTimeline
Financial Advocates Investment Manageme…37,332$2.53M1.42%-3,11413F-HRTimeline
Signal Advisors Wealth, LLC37,311$2.53M0.23%-4,14413F-HRTimeline
Clear Creek Financial Management, LLC37,049$2.51M0.22%+5,03813F-HRTimeline
Patten Group, Inc.36,662$2.49M0.48%+3,92313F-HRTimeline
First Heartland Consultants, Inc.36,450$2.47M0.2%-9,04013F-HRTimeline
WEALTHGARDEN F.S. LLC35,956$2.46M1.76%-7,93713F-HRTimeline
WEDBUSH SECURITIES INC36,142$2.45M0.08%-3,25313F-HRTimeline
Sigma Planning Corp36,074$2.45M0.07%-5,53513F-HRTimeline
VPR Management LLC35,700$2.42M1.1%013F-HRTimeline
KEB ASSET MANAGEMENT, LLC35,581$2.41M0.54%-813F-HRTimeline
Koshinski Asset Management, Inc.35,554$2.41M0.16%+79413F-HRTimeline
SHUFRO ROSE & CO LLC40,873$2.41M0.2%-42513F-HRTimeline
SUTTON PLACE INVESTORS LLC34,807$2.36M1.35%-9,44113F-HRTimeline
CogentBlue Wealth Advisors, LLC34,431$2.34M1.59%013F-HRTimeline
OLD MISSION CAPITAL LLC33,613$2.28M0.08%new13F-HRTimeline
Sagace Wealth Management LLC33,359$2.26M1.54%+7,54413F-HRTimeline
NAVELLIER & ASSOCIATES INC33,333$2.26M0.23%013F-HRTimeline
Financial Engines Advisors L.L.C.33,313$2.26M<0.01%+73513F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC32,971$2.24M1.12%-98513F-HRTimeline
CENTRAL TRUST Co32,923$2.23M0.05%+10113F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC32,569$2.21M0.02%-9,24613F-HRTimelineGroup
Mason Investment Advisory Services, Inc.32,536$2.21M0.11%013F-HRTimeline
Wingate Wealth Advisors, Inc.32,525$2.21M1.53%+12713F-HRTimeline
ORG Partners LLC30,673$2.17M0.4%+4,97613F-HRTimeline
Venturi Wealth Management, LLC32,013$2.17M0.1%+3,54013F-HRTimeline
Tempus Wealth Planning, LLC31,804$2.16M0.5%-1,03213F-HRTimeline
Columbus Macro, LLC31,588$2.14M0.24%+22513F-HRTimeline
Merkkuri Wealth Advisors LLC31,143$2.11M1.53%-13,36313F-HRTimeline
SELDON CAPITAL LP31,000$2.1M0.74%013F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.30,991$2.1M0.03%+23,96813F-HRTimeline
A4 Wealth Advisors LLC30,919$2.1M1.77%13F-HRTimeline
Quantinno Capital Management LP30,304$2.06M0.01%+17,27413F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC30,247$2.05M0.12%+1,67413F-HRTimeline
Sovereign Financial Group, Inc.30,161$2.05M0.38%+4,14513F-HRTimeline
Neumann Capital Management, LLC29,785$2.02M0.59%013F-HRTimeline
Emergent Wealth Advisors, LLC29,587$2M1.16%+36813F-HRTimeline
Ball & Co Wealth Management Inc.29,387$1.99M1.33%new13F-HRTimeline
Breakwater Capital Group28,868$1.96M0.29%+15013F-HRTimeline
Arlington Capital Management, Inc.28,749$1.95M1.25%+6,01913F-HRTimeline
Weil Company, Inc.28,371$1.92M0.46%+10513F-HRTimeline
Concorde Asset Management, LLC28,226$1.92M0.8%13F-HRTimeline
Vise Technologies, Inc.28,285$1.92M0.07%+8,42713F-HRTimeline
FSC Wealth Advisors, LLC28,171$1.91M1.1%+4,61613F-HRTimeline
MATHER GROUP, LLC.28,023$1.9M0.02%-2,68013F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC27,967$1.9M1.56%-7613F-HRTimeline
Windward Private Wealth Management Inc.27,445$1.86M0.64%013F-HRTimeline
American State Bank (Iowa)27,167$1.84M0.94%+22013F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC26,961$1.83M0.13%-6,19013F-HRTimeline
Stegner Investment Associates Inc.26,955$1.83M1%-1,39313F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT26,903$1.82M0.04%-1,11213F-HRTimeline
Cresset Asset Management, LLC26,857$1.82M0.01%+1,09313F-HR/ATimeline
Discipline Wealth Solutions, LLC26,559$1.8M0.48%+7,46813F-HRTimeline
WealthTrak Capital Management LLC26,288$1.78M1.47%-3,96613F-HRTimeline
RPg Family Wealth Advisory, LLC26,110$1.77M0.39%-67413F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp25,940$1.76M0.1%-5013F-HRTimelineGroup
DAVENPORT & Co LLC25,866$1.75M0.01%-1,96113F-HRTimeline
Aspire Private Capital, LLC25,815$1.75M0.38%-3,53013F-HR/ATimeline
Golden State Wealth Management, LLC25,533$1.73M0.19%+44213F-HRTimeline
Virtus Family Office LLC25,399$1.72M1.61%+12,45713F-HRTimeline
Raleigh Capital Management Inc.25,394$1.72M0.65%-7,35513F-HRTimeline
Beacon Financial Advisory LLC25,377$1.72M0.4%-2,45213F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC25,251$1.71M0.73%-88913F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…25,243$1.71M0.01%-1,98413F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC25,093$1.7M0.01%+3,83813F-HRTimeline
Fortress Wealth Management, Inc.24,842$1.69M0.75%+12813F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC24,717$1.68M0.84%-9,21813F-HRTimeline
FIRST HORIZON CORP24,508$1.66M0.08%13F-HRTimeline
HORAN Wealth, LLC24,436$1.66M0.26%new13F-HRTimeline
Sound Income Strategies, LLC24,350$1.65M0.09%+1,78713F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …24,289$1.65M0.02%-1,23113F-HRTimelineGroup
Keel Point, LLC24,239$1.64M0.1%013F-HRTimeline
McAdam, LLC24,210$1.64M0.08%+7913F-HRTimeline
Accelerate Investment Advisors LLC24,114$1.64M1.11%-4,88113F-HRTimeline
FWG Investments, LLC.23,830$1.62M1.11%+13413F-HRTimeline
Clark Capital Management Group, Inc.23,811$1.62M0.01%-13,08313F-HRTimeline
Nicholas Hoffman & Company, LLC.23,608$1.6M0.04%+13613F-HRTimeline
Aprio Wealth Management, LLC23,584$1.6M0.16%-82613F-HRTimeline
Two West Capital Advisors LLC22,915$1.57M0.95%-2,24013F-HRTimeline
My Personal CFO, LLC22,972$1.56M0.6%new13F-HRTimeline
Foundation Wealth Management, LLC\PA22,972$1.56M0.6%-43613F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC22,925$1.56M0.02%+99313F-HRTimeline
Compound Planning, Inc.22,865$1.55M0.05%-7,40013F-HRTimeline
EVOKE WEALTH, LLC22,797$1.55M0.03%+14,76013F-HRTimeline
Atlatl Advisers LLC22,676$1.54M0.61%+1,61713F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…21,943$1.49M0.03%-1,04613F-HRTimelineGroup
TORONTO DOMINION BANKin group TORONTO DOMINION BANK21,919$1.49M<0.01%+20,90813F-HRTimelineGroup
Caliber Wealth Management, LLC / KS21,879$1.48M0.17%-1,13513F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT21,829$1.48M0.1%+12,50013F-HRTimeline
Operose Advisors LLC21,802$1.48M0.37%+56313F-HRTimeline
Catalina Capital Group, LLC21,607$1.47M0.9%+34813F-HRTimeline
LexAurum Advisors, LLC21,474$1.46M0.21%-17713F-HRTimeline
Campion Asset Management21,449$1.45M1.03%-39613F-HRTimeline
RDA Financial Network21,409$1.45M0.36%-3,46713F-HRTimeline
Rockingstone Advisors LLC21,175$1.44M0.71%+4,42513F-HRTimeline
GGM Financial LLC21,099$1.43M0.72%+19113F-HRTimeline
Mainstream Capital Management LLC21,009$1.43M0.95%-45413F-HRTimeline
Axis Wealth Partners, LLC20,995$1.42M0.83%+36213F-HRTimeline
Independence Bank of Kentucky20,936$1.42M0.18%-1,12613F-HRTimeline
Hutchens & Kramer Investment Management…20,805$1.41M0.56%-3,73313F-HRTimeline
PITCAIRN COin group PITCAIRN CO20,756$1.41M0.11%-8,53713F-HRTimelineGroup
LGT Financial Advisors LLC20,662$1.4M3.02%+2,77413F-HRTimeline
Quartz Partners, LLC20,442$1.39M0.5%+1,09713F-HRTimeline
CENTAURUS FINANCIAL, INC.20,380$1.38M0.06%+2,40113F-HRTimeline
SWP FINANCIAL LLC20,270$1.38M0.7%-58,29913F-HRTimeline
Arcadia Wealth Management, LLC20,164$1.37M0.54%-1,60813F-HRTimeline
Lifeworks Advisors, LLC19,918$1.35M0.18%-2,49613F-HRTimeline
Investor's Fiduciary Advisor Network, L…19,730$1.34M0.45%-3,70213F-HRTimeline
McMill Wealth Management19,596$1.33M0.38%013F-HRTimeline
New World Advisors LLC19,352$1.31M0.24%+4,88713F-HRTimeline
Cooper Financial Group19,321$1.31M0.15%+18213F-HRTimeline
JDH Wealth Management, LLC19,310$1.31M0.93%-31113F-HRTimeline
Latitude Advisors, LLC19,176$1.3M0.59%-58713F-HRTimeline
Avantra Family Wealth, Inc.19,062$1.29M0.97%+7,36813F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.19,050$1.29M0.2%+2913F-HRTimeline
Global Wealth Management Investment Adv…19,027$1.29M0.22%-20613F-HRTimeline
WealthPlan Investment Management, LLC19,009$1.29M0.09%-48,26813F-HRTimeline
Quadcap Wealth Management, LLC18,938$1.28M0.15%013F-HRTimeline
Atlantic Edge Private Wealth Management…18,919$1.28M0.33%-30013F-HRTimeline
Westside Investment Management, Inc.18,714$1.27M0.2%-16013F-HRTimeline
Betterment LLC18,444$1.25M<0.01%+1,06113F-HRTimeline
COUNTRY CLUB BANK18,258$1.23M0.07%013F-HRTimeline
Falcon Wealth Planning18,121$1.23M0.11%-3,09213F-HRTimeline
MYCIO WEALTH PARTNERS, LLC18,025$1.22M0.28%013F-HRTimeline
Kassira Wealth Management LLC17,992$1.22M1.18%13F-HRTimeline
Integrated Advisors Network LLC17,980$1.22M0.05%-9,89013F-HRTimeline
GC Wealth Management RIA, LLC17,894$1.21M0.04%-87713F-HRTimeline
LRI Investments, LLC17,436$1.18M0.1%013F-HRTimeline
Riverbend Wealth Management, LLC17,292$1.17M0.82%+43713F-HRTimeline
Intrua Financial, LLC17,269$1.17M0.14%-5,90413F-HRTimeline
PRIVATE TRUST CO NA17,232$1.17M0.1%-2,47913F-HRTimeline
Resurgent Financial Advisors LLC17,229$1.17M0.57%-4,05913F-HRTimeline
InvesTrust17,115$1.16M0.43%+12513F-HRTimeline
Clearstead Advisors, LLC17,069$1.16M0.02%-1,90213F-HRTimeline
MSH Capital Advisors LLC17,021$1.15M0.31%-50513F-HRTimeline
Ascension Capital Advisors, Inc.16,815$1.14M0.44%013F-HRTimeline
Clayton Financial Group LLC16,800$1.14M0.83%+8,33813F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC16,580$1.12M0.03%+5,01513F-HRTimeline
OLD NATIONAL BANCORP /IN/16,523$1.12M0.02%+6,04113F-HRTimeline
Factor Wealth Management LTD16,513$1.12M0.28%+23113F-HRTimeline
Semus Wealth Partners LLC16,406$1.11M0.63%-1,36613F-HRTimeline
Private Wealth Asset Management, LLC16,400$1.11M0.13%-4313F-HRTimeline
Fonville Wealth Management LLC16,158$1.1M0.25%-31913F-HRTimeline
Quest 10 Wealth Builders, Inc.16,062$1.09M1%+1,08613F-HRTimeline
NAPA WEALTH MANAGEMENT16,006$1.09M0.51%new13F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…15,958$1.08M0.01%013F-HRTimelineGroup
Essex Financial Services, Inc.group of 2 filers holding15,879$1.08M+32Timeline
First Citizens Financial Corp15,827$1.07M0.53%+1,24413F-HRTimeline
Western Wealth Management, LLC15,777$1.07M0.06%+3,94513F-HRTimeline
Evanson Asset Management, LLC15,642$1.06M0.06%013F-HRTimeline
Financial Management Professionals, Inc.15,609$1.06M0.11%new13F-HRTimeline
Mesirow Financial Investment Management…15,546$1.05M0.02%013F-HRTimeline
Blue Zone Wealth Advisors, LLC15,379$1.04M0.21%new13F-HRTimeline
Richmond Investment Services, LLC15,353$1.04M0.19%+96913F-HRTimeline
FIDUCIARY ADVISORS, INC.15,286$1.04M0.84%-1,70713F-HRTimeline
ARK & TLK INVESTMENTS, LLC15,273$1.04M0.33%013F-HRTimeline
Madden Advisory Services, Inc.15,251$1.03M0.4%+1,69213F-HRTimeline
Sierra Capital LLC15,250$1.03M0.11%013F-HRTimeline
Advyzon Investment Management, LLC15,193$1.03M0.18%+5,20513F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC15,169$1.03M<0.01%+3,71213F-HRTimelineGroup
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC15,116$1.03M0.02%-66313F-HRTimeline
Strategic Wealth Partners, Ltd.14,976$1.02M0.08%+12,91713F-HRTimeline
LUTS & GREENLEIGH GROUP, INC.14,907$1.01M0.91%-23413F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…14,824$1.01M0.04%-2,56413F-HRTimelineGroup
Lantern Wealth Advisors, LLC14,814$1M0.53%+45813F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…14,359$981K0.01%-91613F-HRTimeline
Unique Wealth Strategies, LLC14,418$978K0.38%+7513F-HRTimeline
O'Connor Financial Group LLC14,359$974K0.41%+14513F-HRTimeline
Heritage Family Offices, LLP14,184$962K0.45%-42913F-HRTimeline
JT Stratford LLC14,075$955K0.13%-1,78513F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC14,018$951K0.03%-3,30513F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp13,923$944K0.04%-8313F-HRTimelineGroup
GFS Advisors, LLC13,831$938K0.12%-16013F-HRTimeline
D.A. DAVIDSON & CO.13,791$935K0.01%-37113F-HRTimeline