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Disclosery

EFV ISHARES TR

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SHS (fund)

1,251 managers (1,268 13F filers) reported a position in EFV shares at 2026-03-31, 346,996,074 shares in all. 100 filers opened a position and 57 filers sold out during the quarter.

Managers
1,251
13F filers
1,268
New
100
Added
409
Reduced
502
Sold out
57
Shares held by filers
346,996,074

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Mill Creek Capital Advisors, LLC46,315$3.44M0.07%013F-HRTimeline
Salus Financial Advisors, LLC45,921$3.41M1.99%-57013F-HRTimeline
BLALOCK WILLIAMS, LLC45,337$3.37M2.61%+2,72813F-HRTimeline
LifePlan Investment Advisors, Inc.45,044$3.35M1.32%-4,81513F-HRTimeline
Patten Group, Inc.44,176$3.28M0.57%+2,04013F-HRTimeline
Ironwood Investment Counsel, LLC40,708$3.18M0.46%+25413F-HRTimeline
Commonwealth Retirement Investments LLC42,662$3.17M0.98%+2,59913F-HRTimeline
Ifrah Financial Services, Inc.42,492$3.16M0.84%-91313F-HRTimeline
BlackDiamond Wealth Management, LLC42,379$3.15M1.52%-58013F-HRTimeline
SWP FINANCIAL LLC41,734$3.1M1.58%+19,91213F-HRTimeline
Clear Creek Financial Management, LLC41,148$3.06M0.23%+3,77413F-HRTimeline
Avidian Wealth Enterprises, LLC41,140$3.06M0.1%-13,92013F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC41,039$3.05M<0.01%+2,23613F-HRTimelineGroup
Sterling Wealth Management, Inc.40,917$3.04M0.84%-15813F-HRTimeline
Wealth Quarterback LLC40,869$3.04M1.2%-5,43813F-HRTimeline
SCS Capital Management LLC40,818$3.03M0.03%+20413F-HRTimeline
SkyView Investment Advisors, LLC40,645$3.02M0.41%+54413F-HRTimeline
BridgePort Financial Solutions, LLC40,543$3.01M0.85%-4,18413F-HRTimeline
Index Technologies Group LLC39,993$2.97M3.24%+3,10013F-HRTimeline
Tradition Wealth Management, LLC39,894$2.97M0.21%-35,68613F-HRTimeline
Koshinski Asset Management, Inc.39,876$2.96M0.18%+2,87513F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC39,662$2.95M0.33%-9,68913F-HRTimeline
BCU Wealth Advisors, LLC39,341$2.92M1.09%-37913F-HRTimeline
Kingsview Wealth Management, LLC39,174$2.91M0.04%-3,99913F-HRTimeline
HARBOUR INVESTMENTS, INC.38,806$2.89M0.04%-3,60613F-HRTimeline
Revolve Wealth Partners, LLC38,152$2.84M0.37%+98813F-HRTimeline
OMNI 360 Wealth, Inc.37,923$2.82M1.45%-3,86013F-HRTimeline
Golden State Wealth Management, LLC37,533$2.79M0.31%+9,02113F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC37,320$2.77M0.12%-93013F-HRTimeline
Summit Financial Strategies, Inc.36,843$2.74M0.22%-4,16513F-HRTimeline
XY Planning Network, Inc.36,259$2.73M0.44%+5,31313F-HRTimeline
Chatterton & Associates Inc.34,531$2.68M1.88%-10,47113F-HRTimeline
VPR Management LLC35,700$2.65M1.06%013F-HRTimeline
KEB ASSET MANAGEMENT, LLC35,581$2.65M0.51%013F-HRTimeline
Compound Planning, Inc.35,520$2.64M0.08%+13,35013F-HRTimeline
OBSIDIAN CIO, LLC35,439$2.63M2.36%+6,44913F-HRTimeline
M Holdings Securities, Inc.34,281$2.63M0.18%+3,02013F-HRTimeline
Belpointe Asset Management LLC35,053$2.61M0.1%-5,46113F-HRTimeline
Fortis Capital Advisors, LLC35,053$2.61M0.34%-5,46113F-HRTimeline
Skyline Advisors, Inc.34,987$2.6M0.91%new13F-HRTimeline
Venturi Wealth Management, LLC34,875$2.59M0.12%+2,81513F-HRTimeline
WEDBUSH SECURITIES INC34,661$2.58M0.08%-97113F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC34,454$2.56M0.03%+9,99813F-HRTimeline
Cornerstone Financial Management LLC34,373$2.56M2.34%+1,86613F-HR/ATimeline
Sigma Planning Corp34,280$2.55M0.07%-1,42813F-HRTimeline
Columbus Macro, LLC34,040$2.53M0.27%+20713F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT33,864$2.52M0.16%+3,03513F-HRTimeline
Cyndeo Wealth Partners, LLC33,784$2.51M0.13%+8,46213F-HRTimeline
First Heartland Consultants, Inc.33,649$2.5M0.19%+68113F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…33,560$2.5M0.31%-23,93613F-HR/ATimelineGroup
Wingate Wealth Advisors, Inc.33,473$2.49M1.33%013F-HRTimeline
Maryland State Retirement & Pension Sys…33,425$2.49M0.05%-23,03113F-HRTimeline
NAVELLIER & ASSOCIATES INC33,333$2.48M0.26%013F-HRTimeline
Mason Investment Advisory Services, Inc.33,071$2.46M0.11%013F-HRTimeline
Sowell Financial Services LLC32,791$2.44M0.09%-4,71813F-HRTimeline
Cresset Asset Management, LLC32,782$2.44M0.01%+2,93013F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC32,343$2.4M1.82%+5,91913F-HRTimeline
Pitcairn Wealth Advisors LLCin group PITCAIRN CO33,549$2.4M0.22%013F-HRTimelineGroup
EVOLUTION WEALTH MANAGEMENT INC.31,768$2.36M1.73%+13,34713F-HRTimeline
Horizon Investments, LLC31,712$2.36M0.03%+15,14913F-HRTimeline
CogentBlue Wealth Advisors, LLC31,701$2.36M1.58%-2,73013F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC31,697$2.36M0.43%new13F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.31,632$2.35M0.02%+2,05113F-HRTimeline
THEORY FINANCIAL LLC31,579$2.35M0.82%-22,13113F-HRTimeline
Asempa Wealth Advisors31,119$2.34M2.04%-1,97413F-HRTimeline
J.M. Arbour, LLC31,500$2.34M2.25%-45613F-HRTimeline
Wealthspire Advisors, LLC31,321$2.33M0.02%+1,90113F-HRTimeline
SELDON CAPITAL LP31,000$2.3M0.85%013F-HRTimeline
Qube Research & Technologies Ltd30,939$2.3M<0.01%-196,05913F-HRTimeline
EHRLICH FINANCIAL GROUP30,855$2.29M1.32%-21,79313F-HRTimeline
Barnes Wealth Management Group, Inc30,852$2.29M1.16%-26,58613F-HRTimeline
Breakwater Capital Group30,639$2.28M0.31%+1,04213F-HRTimeline
Synergy Investment Management, LLC30,239$2.25M0.74%-33,88813F-HRTimeline
CENTRAL TRUST Co29,942$2.23M0.04%-1,42213F-HRTimeline
Arlington Capital Management, Inc.29,878$2.22M1.25%+1,11913F-HRTimeline
Petersen Hastings Wealth Advisors Inc.29,814$2.22M0.2%-2713F-HRTimeline
Neumann Capital Management, LLC29,785$2.21M0.65%013F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.29,685$2.21M1.44%-1,01713F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding28,900$2.15M+15,447Timeline
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P28,876$2.15M<0.01%new13F-HRTimelineGroup
Tempus Wealth Planning, LLC28,760$2.14M0.49%-1,93913F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …28,487$2.12M0.03%+1,77813F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC28,382$2.11M0.01%+2,15913F-HRTimeline
Financial Engines Advisors L.L.C.28,220$2.1M<0.01%+41513F-HRTimeline
RPg Family Wealth Advisory, LLC28,043$2.09M0.44%+2,63413F-HRTimeline
Risk Paradigm Group, LLC28,016$2.08M1.78%+73613F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC28,002$2.08M1.01%-32513F-HRTimeline
Capital Asset Managemnet, LLC27,616$2.05M2.31%+15713F-HRTimeline
Brooklyn Investment Group27,579$2.05M0.06%+24,70013F-HRTimeline
Concorde Asset Management, LLC27,486$2.04M1%-98713F-HRTimeline
American State Bank (Iowa)27,435$2.04M0.98%+13813F-HRTimeline
Virtus Family Office LLC27,387$2.04M1.74%-3813F-HRTimeline
Signal Advisors Wealth, LLC26,993$2.01M0.14%-4,97213F-HRTimeline
Hidden Cove Wealth Management, LLC26,866$2M1.28%+20,30513F-HRTimeline
Windward Private Wealth Management Inc.26,844$2M0.69%013F-HRTimeline
Ridgeline Wealth, LLC26,732$1.99M1.42%-13,95113F-HRTimeline
Clayton Financial Group LLC26,415$1.96M1.01%+1,80313F-HRTimeline
Y-Intercept (Hong Kong) Ltd26,227$1.95M0.04%new13F-HRTimeline
Cassilly Financial Group LLC25,991$1.93M1.68%+29513F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp25,932$1.93M0.11%-7013F-HRTimelineGroup
BUSH INVESTMENT GROUP, LLC25,903$1.93M1.05%-18,51913F-HRTimeline
Weil Company, Inc.25,624$1.91M0.43%-1,75313F-HRTimeline
DAVENPORT & Co LLC25,572$1.9M0.01%+17613F-HRTimeline
Capital Investment Management, Inc.25,501$1.9M0.65%+84713F-HRTimeline
McAdam, LLC25,492$1.9M0.09%-47913F-HRTimeline
Aprio Wealth Management, LLC25,482$1.89M0.1%+2,27513F-HRTimeline
Unify Financial Advisors25,354$1.89M1.96%-3,64913F-HRTimeline
RFG Advisory, LLC25,141$1.87M0.03%-23,21213F-HRTimeline
Interchange Capital Partners, LLC31,308$1.86M0.59%-4,26013F-HRTimeline
HORAN Wealth, LLC26,097$1.86M0.18%new13F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT24,990$1.86M0.03%-89913F-HRTimeline
Sovereign Financial Group, Inc.24,671$1.83M0.32%-1,97213F-HRTimeline
JFS WEALTH ADVISORS, LLC24,490$1.82M0.1%+23,15713F-HRTimeline
FIRST HORIZON CORP24,463$1.82M0.08%-2913F-HRTimeline
BlueSky Wealth Advisors, LLC24,432$1.82M0.23%new13F-HRTimeline
Clearstead Advisors, LLC24,408$1.81M0.02%-34613F-HRTimeline
EFG International AGin group EFG International AG24,310$1.81M0.04%new13F-HRTimelineGroup
Keel Point, LLC24,309$1.81M0.12%+7013F-HRTimeline
Western Wealth Management, LLC24,308$1.81M0.07%+6,71813F-HR/ATimeline
Archer Investment Management, LLC24,227$1.8M0.76%+3,94413F-HRTimeline
Two West Capital Advisors LLC23,696$1.8M0.95%+3,32113F-HRTimeline
Etesian Wealth Advisors, Inc.24,038$1.79M0.57%+6,52113F-HRTimeline
WealthPoint Financial, LLC23,839$1.77M1.48%-21,45713F-HR/ATimeline
Scarborough Advisors, LLC23,407$1.74M0.19%new13F-HRTimeline
Intentional Wealth Strategies, LLC23,385$1.74M1.62%13F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC23,309$1.73M0.94%+3,07313F-HR/ATimeline
Accelerate Investment Advisors LLC22,952$1.71M1.14%+74913F-HRTimeline
SUTTON PLACE INVESTORS LLC22,495$1.67M0.91%-7,67913F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…22,492$1.67M0.01%-3,56913F-HRTimelineGroup
Rockingstone Advisors LLC22,475$1.67M0.77%+8013F-HRTimeline
Raleigh Capital Management Inc.22,409$1.67M0.57%-1,44213F-HRTimeline
Operose Advisors LLC22,293$1.66M0.38%+29513F-HRTimeline
Stegner Investment Associates Inc.22,283$1.66M0.91%013F-HRTimeline
EVOKE WEALTH, LLC22,235$1.65M0.03%-22813F-HRTimeline
InvesTrust22,235$1.65M0.69%+77613F-HRTimeline
FWG Investments, LLC.22,195$1.65M1.05%-2,00713F-HRTimeline
Alta Wealth Advisors LLC22,046$1.64M0.53%+11,69013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…22,034$1.64M0.03%-44613F-HRTimelineGroup
Nicholas Hoffman & Company, LLC.21,957$1.63M0.04%+35213F-HRTimeline
Vision Retirement, LLC21,932$1.63M0.46%-6,42813F-HRTimeline
GGM Financial LLC21,903$1.63M0.75%+21013F-HRTimeline
LexAurum Advisors, LLC21,702$1.61M0.21%13F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.21,690$1.61M<0.01%13F-HRTimelineGroup
Campion Asset Management21,631$1.61M1.09%+30313F-HRTimeline
Discipline Wealth Solutions, LLC21,555$1.6M0.17%-613F-HRTimeline
Independence Bank of Kentucky21,504$1.6M0.2%-7513F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC21,476$1.6M0.13%+15,41313F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.21,449$1.59M0.08%+38413F-HRTimeline
Portside Wealth Group, LLC21,260$1.58M0.21%+4,39613F-HRTimeline
Layline Advisors, LLC21,195$1.58M1.76%13F-HRTimeline
Foundation Wealth Management, LLC\PA20,889$1.55M0.55%-34013F-HRTimeline
WealthTrak Capital Management LLC20,674$1.54M1.1%-15,40413F-HRTimeline
WealthPLAN Partners, LLC20,418$1.52M0.29%-15,32613F-HRTimeline
Savvy Advisors, Inc.20,388$1.52M0.04%+10,02513F-HRTimeline
Latitude Advisors, LLC20,174$1.5M0.69%+55713F-HRTimeline
Madden Advisory Services, Inc.19,897$1.48M0.58%+4,15713F-HRTimeline
REGIMEN WEALTH, LLC19,806$1.47M0.43%-27,24113F-HRTimeline
Wilkerson Advisory Group LLC19,727$1.47M0.5%-73113F-HRTimeline
Beacon Financial Advisory LLC19,488$1.45M0.33%-4,48413F-HRTimeline
McMill Wealth Management19,473$1.45M0.38%-28713F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.101,946$1.44M0.01%+13,52113F-HRTimelineGroup
Quartz Partners, LLC19,365$1.44M0.56%-2,07713F-HRTimeline
Axis Wealth Partners, LLC19,310$1.44M0.76%-2,09413F-HRTimeline
WEALTHGARDEN F.S. LLC19,296$1.43M0.98%-14,17813F-HRTimeline
HRT FINANCIAL LP19,261$1.43M<0.01%new13F-HRTimeline
Quadcap Wealth Management, LLC18,963$1.41M0.16%+2513F-HRTimeline
GC Wealth Management RIA, LLC18,919$1.41M0.06%+1,03613F-HRTimeline
Aspire Private Capital, LLC18,821$1.4M0.32%-1,02313F-HRTimeline
Caliber Wealth Management, LLC / KS18,743$1.39M0.15%-4,55413F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp18,661$1.39M0.06%+3,41613F-HRTimelineGroup
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…18,658$1.39M0.12%+2,10913F-HRTimelineGroup
JDH Wealth Management, LLC18,641$1.39M0.93%-24713F-HRTimeline
Riverbend Wealth Management, LLC18,616$1.38M0.86%+57213F-HRTimeline
Powerhouse Assets LLC18,598$1.38M1.2%013F-HRTimeline
Mainstream Capital Management LLC18,566$1.38M0.93%-9913F-HRTimeline
Private Wealth Asset Management, LLC18,505$1.38M0.15%+1,76013F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.18,440$1.37M0.19%-63413F-HRTimeline
MYCIO WEALTH PARTNERS, LLC18,434$1.37M0.27%013F-HRTimeline
HB Wealth Management, LLC18,375$1.37M0.01%+8,46313F-HRTimeline
Avantra Family Wealth, Inc.18,251$1.36M1.01%-82713F-HRTimeline
SMART Wealth LLC18,247$1.36M0.4%+6,35813F-HRTimeline
Claro Advisors Inc.18,208$1.35M0.16%-25,12413F-HRTimeline
Kassira Wealth Management LLC18,094$1.35M1.24%+10313F-HRTimeline
First Citizens Financial Corp18,031$1.34M0.63%+1,89913F-HRTimeline
Hutchens & Kramer Investment Management…18,015$1.34M0.42%-68613F-HRTimeline
Lifeworks Advisors, LLC17,980$1.34M0.17%-1,52713F-HRTimeline
FLOW TRADERS U.S. LLC17,885$1.33M0.04%new13F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC17,819$1.32M0.01%-10,65013F-HRTimelineGroup
Richmond Investment Services, LLC17,668$1.31M0.21%+2,12013F-HRTimeline
Westside Investment Management, Inc.17,648$1.31M0.2%-55013F-HRTimeline
IEQ CAPITAL, LLC17,608$1.31M0.01%+4,43813F-HRTimeline
Sound Financial Strategies Group, LLC17,474$1.3M0.89%+5,59613F-HRTimeline
Point72 Asset Management, L.P.in group Point72 Asset Management, L.P.17,451$1.3M<0.01%new13F-HRTimelineGroup
Unique Wealth Strategies, LLC17,447$1.3M0.53%+4,02613F-HRTimeline
LRI Investments, LLC17,336$1.29M0.11%+6113F-HRTimeline
PRIVATE TRUST CO NA17,333$1.29M0.12%+3813F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC16,558$1.28M0.07%+21513F-HR/ATimeline
SeedSafe Financial LLC17,148$1.27M1.05%013F-HRTimeline
WORLD EQUITY GROUP, INC.17,135$1.27M0.33%+1,89113F-HRTimeline
Factor Wealth Management LTD17,112$1.27M0.24%-1,15213F-HRTimeline