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Disclosery

EFV ISHARES TR

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SHS (fund)

1,222 managers (1,237 13F filers) reported a position in EFV shares at 2025-12-31, 342,947,584 shares in all. 100 filers opened a position and 57 filers sold out during the quarter.

Managers
1,222
13F filers
1,237
New
100
Added
434
Reduced
435
Sold out
57
Shares held by filers
342,947,584

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
SAGE FINANCIAL GROUP INC47,932$3.42M0.23%+1,53613F-HRTimeline
BlackDiamond Wealth Management, LLC42,959$3.38M1.65%-7,39013F-HRTimeline
REGIMEN WEALTH, LLC47,047$3.36M0.98%+1,02413F-HRTimeline
Salus Financial Advisors, LLC46,491$3.32M1.99%-1,45713F-HRTimeline
Mill Creek Capital Advisors, LLC46,315$3.31M0.07%-9,59313F-HRTimeline
Wealth Quarterback LLC46,307$3.31M1.19%+4,71713F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…46,204$3.3M<0.01%-744,38813F-HRTimelineGroup
WARNER FINANCIAL, INC46,198$3.3M1.15%+1,43313F-HRTimeline
Brookwood Investment Group LLC46,176$3.3M0.4%-1,43413F-HRTimeline
Key Financial Inc45,878$3.28M0.6%-4,18813F-HRTimeline
Patriot Financial Group Insurance Agenc…45,326$3.24M0.39%-30313F-HRTimeline
WealthPoint Financial, LLC45,296$3.23M2.81%13F-HRTimeline
BEAM WEALTH ADVISORS, INC.45,262$3.23M0.89%+1,21213F-HRTimeline
NewEdge Wealth, LLC45,231$3.23M0.04%-34413F-HRTimeline
Chatterton & Associates Inc.45,002$3.21M2.75%13F-HRTimeline
BridgePort Financial Solutions, LLC44,727$3.19M0.86%-6,27313F-HRTimeline
BUSH INVESTMENT GROUP, LLC44,422$3.17M1.77%-4,85013F-HRTimeline
Beirne Wealth Consulting Services, LLC44,338$3.17M0.92%+68613F-HRTimeline
Ifrah Financial Services, Inc.43,405$3.1M0.8%-79913F-HRTimeline
Claro Advisors Inc.43,332$3.09M0.42%-3,90013F-HRTimeline
Kingsview Wealth Management, LLC43,173$3.08M0.04%-83,31413F-HRTimeline
OMNI 360 Wealth, Inc.41,783$3.07M1.57%+43213F-HRTimeline
BLALOCK WILLIAMS, LLC42,609$3.04M2.44%-1,78913F-HRTimeline
Ironwood Investment Counsel, LLC40,454$3.04M0.42%-37113F-HRTimeline
HARBOUR INVESTMENTS, INC.42,412$3.03M0.06%-1,57313F-HRTimeline
Patten Group, Inc.42,136$3.01M0.56%+5,47413F-HRTimeline
Dentgroup LLC41,467$2.96M2.03%-72713F-HRTimeline
Quantinno Capital Management LP41,222$2.94M0.01%+10,91813F-HRTimeline
Sterling Wealth Management, Inc.41,075$2.93M0.84%-1,18413F-HRTimeline
Summit Financial Strategies, Inc.41,008$2.93M0.24%-1,25113F-HRTimeline
Ridgeline Wealth, LLC40,683$2.91M2.01%-64813F-HRTimeline
A4 Wealth Advisors LLC40,674$2.9M2.51%+9,75513F-HRTimeline
SCS Capital Management LLC40,614$2.9M0.03%-1,75813F-HRTimeline
Belpointe Asset Management LLC40,514$2.89M0.1%+30913F-HRTimeline
Fortis Capital Advisors, LLC40,514$2.89M0.43%+30913F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …40,296$2.88M0.47%+31,03313F-HRTimelineGroup
SkyView Investment Advisors, LLC40,101$2.86M0.36%+19613F-HRTimeline
Commonwealth Retirement Investments LLC40,063$2.86M0.92%-1,46613F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC40,036$2.86M0.3%+36,22413F-HRTimelineGroup
BCU Wealth Advisors, LLC39,720$2.84M1.09%-5,36213F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC38,803$2.77M<0.01%new13F-HR/ATimelineGroup
OpenArc Corporate Advisory, LLC38,722$2.77M0.05%13F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC38,250$2.73M0.13%-5,76013F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC38,163$2.73M0.99%+12,91213F-HRTimeline
Sowell Financial Services LLC37,509$2.68M0.1%-99913F-HRTimeline
Clear Creek Financial Management, LLC37,374$2.67M0.22%+32513F-HRTimeline
Revolve Wealth Partners, LLC37,164$2.65M0.31%-35913F-HRTimeline
Koshinski Asset Management, Inc.37,001$2.64M0.17%+1,44713F-HRTimeline
Index Technologies Group LLC36,893$2.63M2.75%13F-HRTimeline
WealthTrak Capital Management LLC36,078$2.58M1.84%+9,79013F-HRTimeline
WealthPLAN Partners, LLC35,744$2.55M0.38%-2,19013F-HRTimeline
Sigma Planning Corp35,708$2.55M0.07%-36613F-HRTimeline
VPR Management LLC35,700$2.55M1.14%013F-HRTimeline
Key Capital Management, INC35,657$2.55M2.52%13F-HRTimeline
WEDBUSH SECURITIES INC35,632$2.54M0.07%-51013F-HRTimeline
KEB ASSET MANAGEMENT, LLC35,581$2.54M0.51%013F-HRTimeline
Interchange Capital Partners, LLC35,568$2.54M0.47%-3,61113F-HRTimeline
WEALTHGARDEN F.S. LLC33,474$2.49M1.64%-2,48213F-HRTimeline
CogentBlue Wealth Advisors, LLC34,431$2.46M1.68%013F-HRTimeline
ORG Partners LLC33,967$2.43M0.43%+3,29413F-HRTimeline
Sagace Wealth Management LLC33,949$2.42M1.65%+59013F-HRTimeline
Columbus Macro, LLC33,833$2.42M0.26%+2,24513F-HRTimeline
J.W. COLE ADVISORS, INC.41,423$2.41M0.06%+1,44513F-HRTimeline
PITCAIRN COgroup of 2 filers holding33,549$2.4M+12,793Timeline
Wingate Wealth Advisors, Inc.33,473$2.39M1.33%+94813F-HRTimeline
NAVELLIER & ASSOCIATES INC33,333$2.38M0.27%013F-HRTimeline
New World Advisors LLC33,297$2.38M0.41%+13,94513F-HRTimeline
MGB Wealth Management, LLC33,206$2.37M0.68%+23,83713F-HRTimeline
Asempa Wealth Advisors33,093$2.36M2.04%13F-HRTimeline
Mason Investment Advisory Services, Inc.33,071$2.36M0.11%+53513F-HRTimeline
First Heartland Consultants, Inc.32,968$2.35M0.18%-3,48213F-HRTimeline
Cornerstone Financial Management LLC32,507$2.32M2.18%13F-HR/ATimeline
Venturi Wealth Management, LLC32,060$2.29M0.1%+4713F-HRTimeline
Signal Advisors Wealth, LLC31,965$2.28M0.18%-5,34613F-HRTimeline
J.M. Arbour, LLC31,956$2.28M2.28%13F-HRTimeline
CENTRAL TRUST Co31,364$2.24M0.04%-1,55913F-HRTimeline
M Holdings Securities, Inc.31,261$2.23M0.16%+18,46313F-HRTimeline
SELDON CAPITAL LP31,000$2.21M0.77%013F-HRTimeline
XY Planning Network, Inc.30,946$2.21M0.39%new13F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT30,829$2.2M0.14%+9,00013F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.30,702$2.19M1.42%-21,14613F-HRTimeline
Tempus Wealth Planning, LLC30,699$2.19M0.5%-1,10513F-HRTimeline
SUTTON PLACE INVESTORS LLC30,174$2.15M1.18%-4,63313F-HRTimeline
Cresset Asset Management, LLC29,852$2.13M0.01%+2,99513F-HRTimeline
Petersen Hastings Wealth Advisors Inc.29,841$2.13M0.2%13F-HRTimeline
Neumann Capital Management, LLC29,785$2.13M0.61%013F-HRTimeline
Breakwater Capital Group29,597$2.11M0.29%+72913F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.29,581$2.11M0.02%-1,41013F-HRTimeline
Wealthspire Advisors, LLC29,420$2.1M0.02%-28,33613F-HRTimeline
Unify Financial Advisors29,003$2.07M2.16%13F-HRTimeline
OBSIDIAN CIO, LLC28,990$2.07M3.07%-340,15613F-HRTimeline
Arlington Capital Management, Inc.28,759$2.05M1.26%+1013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Merkkuri Wealth Advisors LLC28,557$2.04M1.39%-2,58613F-HRTimeline
Golden State Wealth Management, LLC28,512$2.04M0.22%+2,97913F-HRTimeline
Concorde Asset Management, LLC28,473$2.03M0.81%+24713F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC28,469$2.03M0.02%-4,10013F-HRTimelineGroup
Vision Retirement, LLC28,360$2.03M0.54%13F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC28,327$2.02M1.01%-4,64413F-HRTimeline
Capital Asset Managemnet, LLC27,459$2.02M2.24%13F-HRTimeline
Kovack Advisors, Inc.27,971$2M0.09%+22,42513F-HR/ATimeline
Clearview Wealth Advisors LLC27,936$1.99M1.26%-10,34113F-HRTimeline
Financial Engines Advisors L.L.C.27,805$1.99M<0.01%-5,50813F-HRTimeline
Emergent Wealth Advisors, LLC27,653$1.97M1.11%-1,93413F-HRTimeline
Virtus Family Office LLC27,425$1.96M1.69%+2,02613F-HRTimeline
Weil Company, Inc.27,377$1.95M0.45%-99413F-HRTimeline
American State Bank (Iowa)27,297$1.95M0.94%+13013F-HRTimeline
Risk Paradigm Group, LLC27,280$1.95M1.87%13F-HRTimeline
Windward Private Wealth Management Inc.26,844$1.92M0.66%-60113F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …26,709$1.91M0.03%+2,42013F-HRTimelineGroup
Sovereign Financial Group, Inc.26,643$1.9M0.34%-3,51813F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC26,424$1.89M1.57%-1,54313F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC26,223$1.87M0.01%+1,13013F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…26,061$1.86M0.01%+81813F-HRTimelineGroup
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp26,002$1.86M0.1%+6213F-HRTimelineGroup
McAdam, LLC25,971$1.85M0.08%+1,76113F-HRTimeline
Aprio Wealth Management, LLC23,207$1.85M0.11%-37713F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT25,889$1.85M0.03%-1,01413F-HRTimeline
Cassilly Financial Group LLC25,696$1.83M1.62%13F-HRTimeline
RPg Family Wealth Advisory, LLC25,409$1.81M0.4%-70113F-HRTimeline
DAVENPORT & Co LLC25,396$1.81M0.01%-47013F-HRTimeline
Cyndeo Wealth Partners, LLC25,322$1.81M0.1%-16,65713F-HRTimeline
Vantus Wealth LLC25,158$1.8M1.32%13F-HRTimeline
Clearstead Advisors, LLC24,754$1.77M0.02%+7,68513F-HRTimeline
Capital Investment Management, Inc.24,654$1.76M0.62%13F-HRTimeline
Clayton Financial Group LLC24,612$1.76M0.9%+7,81213F-HRTimeline
FIRST HORIZON CORP24,492$1.75M0.08%-1613F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC24,456$1.75M0.02%+1,53113F-HRTimeline
Keel Point, LLC24,239$1.73M0.1%013F-HRTimeline
FWG Investments, LLC.24,202$1.73M1.1%+37213F-HRTimeline
Beacon Financial Advisory LLC23,972$1.71M0.4%-1,40513F-HRTimeline
Raleigh Capital Management Inc.23,851$1.7M0.62%-1,54313F-HRTimeline
Caliber Wealth Management, LLC / KS23,297$1.66M0.18%+1,41813F-HRTimeline
Atlatl Advisers LLC23,174$1.65M0.63%+49813F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.22,668$1.62M<0.01%+15,32313F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…22,480$1.61M0.03%+53713F-HRTimelineGroup
EVOKE WEALTH, LLC22,463$1.6M0.03%-33413F-HRTimeline
Rockingstone Advisors LLC22,395$1.6M0.73%+1,22013F-HRTimeline
MATHER GROUP, LLC.22,379$1.6M0.02%-5,64413F-HRTimeline
Stegner Investment Associates Inc.22,283$1.59M0.85%-4,67213F-HRTimeline
Accelerate Investment Advisors LLC22,203$1.59M1.07%-1,91113F-HRTimeline
Compound Planning, Inc.22,170$1.58M0.05%-69513F-HRTimeline
Operose Advisors LLC21,998$1.57M0.37%+19613F-HRTimeline
SWP FINANCIAL LLC21,822$1.56M0.78%+1,55213F-HRTimeline
RDA Financial Network21,715$1.55M0.37%+30613F-HRTimeline
GGM Financial LLC21,693$1.55M0.75%+59413F-HRTimeline
Nicholas Hoffman & Company, LLC.21,605$1.54M0.04%-2,00313F-HRTimeline
Independence Bank of Kentucky21,579$1.54M0.19%+64313F-HRTimeline
Discipline Wealth Solutions, LLC21,561$1.54M0.29%-4,99813F-HRTimeline
InvesTrust21,459$1.53M0.59%+4,34413F-HRTimeline
Quartz Partners, LLC21,442$1.53M0.57%+1,00013F-HRTimeline
Axis Wealth Partners, LLC21,404$1.53M0.84%+40913F-HRTimeline
Campion Asset Management21,328$1.52M1.06%-12113F-HRTimeline
Foundation Wealth Management, LLC\PA21,229$1.52M0.55%-1,74313F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC21,146$1.51M0.69%-3,57113F-HRTimeline
CENTAURUS FINANCIAL, INC.21,065$1.5M0.07%+68513F-HRTimeline
Wilkerson Advisory Group LLC20,458$1.46M0.51%13F-HRTimeline
Two West Capital Advisors LLC20,375$1.45M0.85%-2,54013F-HRTimeline
Archer Investment Management, LLC20,283$1.45M0.78%new13F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC20,236$1.45M0.79%new13F-HRTimeline
Arcadia Wealth Management, LLC20,087$1.43M0.53%-7713F-HRTimeline
Aspire Private Capital, LLC19,844$1.42M0.32%-5,97113F-HRTimeline
McMill Wealth Management19,760$1.41M0.4%+16413F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.19,668$1.4M0.02%new13F-HRTimelineGroup
Latitude Advisors, LLC19,617$1.4M0.62%+44113F-HRTimeline
Lifeworks Advisors, LLC19,507$1.39M0.18%-41113F-HRTimeline
One Capital Management, LLC19,094$1.36M0.04%+7,74313F-HRTimeline
Avantra Family Wealth, Inc.19,078$1.36M0.99%+1613F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.19,074$1.36M0.19%+2413F-HRTimeline
Quadcap Wealth Management, LLC18,938$1.35M0.15%013F-HRTimeline
JDH Wealth Management, LLC18,888$1.35M0.92%-42213F-HRTimeline
Hutchens & Kramer Investment Management…18,701$1.34M0.46%-2,10413F-HRTimeline
Mainstream Capital Management LLC18,665$1.33M0.87%-2,34413F-HRTimeline
MSH Capital Advisors LLC18,635$1.33M0.28%+1,61413F-HRTimeline
Powerhouse Assets LLC18,598$1.33M1.17%13F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC18,548$1.32M0.1%-8,41313F-HRTimeline
MYCIO WEALTH PARTNERS, LLC18,434$1.32M0.27%+40913F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.18,421$1.32M1.09%+7,11813F-HRTimeline
GatePass Capital, LLC18,319$1.31M0.67%+8,45513F-HRTimeline
Factor Wealth Management LTD18,264$1.3M0.28%+1,75113F-HRTimeline
Westside Investment Management, Inc.18,198$1.3M0.21%-51613F-HRTimeline
WealthPlan Investment Management, LLC18,198$1.3M0.08%-81113F-HRTimeline
Betterment LLC18,051$1.29M<0.01%-39313F-HRTimeline
Riverbend Wealth Management, LLC18,044$1.29M0.81%+75213F-HRTimeline
TBH Global Asset Management, LLC17,480$1.29M0.21%+13,52113F-HRTimeline
Kassira Wealth Management LLC17,991$1.28M1.22%-113F-HRTimeline
GC Wealth Management RIA, LLC17,883$1.28M0.05%-1113F-HRTimeline
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA17,783$1.27M0.04%new13F-HRTimelineGroup
TWO SIGMA SECURITIES, LLC17,823$1.27M0.17%+9,18813F-HRTimeline
Cooper Financial Group17,704$1.26M0.13%-1,61713F-HRTimeline
SHUFRO ROSE & CO LLC17,651$1.26M0.09%-23,22213F-HRTimeline
Western Wealth Management, LLC17,590$1.26M0.06%+1,81313F-HRTimeline
Global Wealth Management Investment Adv…17,566$1.25M0.2%-1,46113F-HRTimeline
Investor's Fiduciary Advisor Network, L…17,545$1.25M0.27%-2,18513F-HRTimeline
Etesian Wealth Advisors, Inc.17,517$1.25M0.39%+8,17213F-HRTimeline
PRIVATE TRUST CO NA17,295$1.24M0.11%+6313F-HRTimeline
LRI Investments, LLC17,275$1.23M0.1%-16113F-HRTimeline
SeedSafe Financial LLC17,148$1.22M1.08%13F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC17,120$1.22M0.06%-13,12713F-HRTimeline
Catalina Capital Group, LLC16,941$1.21M0.74%-4,66613F-HRTimeline
Blue Zone Wealth Advisors, LLC16,937$1.21M0.23%+1,55813F-HRTimeline