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Disclosery

EFV ISHARES TR

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SHS (fund)

1,237 managers (1,254 13F filers) reported a position in EFV shares at 2026-06-30, 272,387,780 shares in all. 80 filers opened a position and 96 filers sold out during the quarter.

Managers
1,237
13F filers
1,254
New
80
Added
379
Reduced
554
Sold out
96
Shares held by filers
272,387,780

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Factor Wealth Management LTD13,075$1M0.15%-4,03713F-HRTimeline
WealthPlan Investment Management, LLC13,040$998K0.05%-2,17113F-HRTimeline
FLP Wealth Management, LLC13,017$996K1.77%+49913F-HRTimeline
Advisory Alpha, LLC12,939$991K0.02%-1,14013F-HRTimeline
B.O.S.S. Retirement Advisors, LLC12,884$986K0.27%-1,16813F-HRTimeline
Wealthfront Advisers LLC12,859$984K<0.01%+1,55213F-HRTimeline
Capital Investment Advisory Services, L…12,812$981K0.06%-51413F-HRTimeline
WASHINGTON TRUST Co12,704$972K0.03%+1,05613F-HRTimeline
PFG Investments, LLC12,696$972K0.04%-2,40713F-HRTimeline
EWA, LLC12,640$968K0.18%-25013F-HRTimeline
Allie Family Office LLC12,633$967K0.36%new13F-HR/ATimeline
Heritage Family Offices, LLP12,622$966K0.37%+19413F-HRTimeline
Pacific Excel Wealth Advisors, Inc.12,622$966K0.37%+6,51813F-HRTimeline
OPINICUS CAPITAL, INC.12,614$966K0.52%+5613F-HRTimeline
Rialto Wealth Management, LLC12,487$956K0.19%013F-HRTimeline
American Financial Advisors, LLC12,449$953K0.11%+14713F-HRTimeline
GFS Advisors, LLC7,406$938K0.14%+33013F-HR/ATimeline
25 LLC12,234$937K0.26%+16613F-HRTimeline
SHUFRO ROSE & CO LLC12,178$932K0.05%-72513F-HRTimeline
Allegheny Financial Group12,137$929K0.1%-51313F-HRTimeline
Lifeworks Advisors, LLC12,133$929K0.1%-5,84713F-HRTimeline
Moors & Cabot, Inc.12,077$924K0.04%-213F-HRTimeline
Financial Management Professionals, Inc.12,070$924K0.09%-1,37613F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP12,022$920K0.01%+77713F-HRTimeline
CHILTON INVESTMENT CO INC.11,900$911K0.02%013F-HRTimeline
BWM Planning, LLC11,838$906K0.21%+67113F-HRTimeline
Fairvoy Private Wealth, LLC11,808$904K0.18%+4,17913F-HRTimeline
Cooper Financial Group11,789$902K0.07%-1,65313F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC11,785$902K0.01%+2,31913F-HRTimelineGroup
RCS Financial Planning, LLC11,678$894K0.42%-4,16813F-HRTimeline
CAMBIENT FAMILY OFFICE, LLC11,659$892K0.11%013F-HRTimeline
CORE WEALTH ADVISORS, LLC11,621$890K0.66%-88,51713F-HRTimeline
Fiduciary Alliance LLC11,605$888K0.06%+19713F-HRTimeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC11,559$885K0.03%013F-HRTimelineGroup
Koss-Olinger Consulting, LLC11,501$880K0.07%-64,56313F-HRTimeline
DRW Securities, LLC11,492$880K0.05%new13F-HRTimeline
Manhattan West Asset Management, LLC11,490$880K0.15%013F-HRTimeline
Aspire Private Capital, LLC11,254$862K0.18%-7,56713F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…11,158$854K<0.01%-1,34013F-HRTimeline
Keystone Wealth Services, LLC11,081$848K0.16%-1,60113F-HRTimeline
Accurate Wealth Management, LLC10,799$847K0.08%-28413F-HRTimeline
Argent Trust Co11,009$843K0.02%-4,98313F-HRTimeline
Sound Income Strategies, LLC10,975$840K0.04%-2,62313F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC10,951$838K0.03%-3,91813F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC10,900$834K0.14%013F-HRTimeline
Mission Financial Group, LLC10,858$831K0.69%13F-HRTimeline
JFS WEALTH ADVISORS, LLC10,784$825K0.04%-13,70613F-HRTimeline
Intrua Financial, LLC10,715$820K0.08%-3,75713F-HRTimeline
Capital Investment Management, Inc.10,701$819K0.25%-14,80013F-HRTimeline
Foster Group, Inc.10,683$818K0.02%-40613F-HRTimeline
Fisher Asset Management, LLC10,656$816K<0.01%+3,29413F-HRTimeline
Waldron Private Wealth LLC10,649$815K0.03%+913F-HRTimeline
VERITY Wealth Advisors10,611$812K0.49%013F-HRTimeline
NWAM LLC10,602$812K0.04%-3,46913F-HRTimeline
Pettinga Financial Advisors LLC10,540$807K0.13%-36,42913F-HRTimeline
Lloyd Advisory Services, LLC.10,482$802K0.31%-191,29213F-HRTimeline
Traveka Wealth, LLC10,414$797K0.27%+1,21513F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC10,368$794K0.12%+26113F-HRTimeline
Quotient Wealth Partners, LLC10,321$790K0.02%-38813F-HRTimeline
Rossby Financial, LCC10,282$787K0.14%+8,19413F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC10,249$785K0.15%-91813F-HRTimeline
Goelzer Investment Management, Inc.10,241$784K0.03%+1,07813F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC10,031$784K0.01%013F-HRTimeline
Fragasso Financial Advisors Inc10,219$782K0.04%+11813F-HRTimeline
Turtle Creek Wealth Advisors, LLC10,161$778K0.04%013F-HRTimeline
Wealth Quarterback LLC10,136$776K0.24%-30,73313F-HRTimeline
Addison Capital Co10,124$775K0.13%-86813F-HRTimeline
CERTUITY, LLC10,080$772K0.04%-1,46713F-HRTimeline
Sovereign Financial Group, Inc.10,011$766K0.12%-14,66013F-HRTimeline
Hutchens & Kramer Investment Management…9,991$765K0.2%-8,02413F-HRTimeline
Plante Moran Financial Advisors, LLC9,860$755K0.04%+3,53913F-HRTimeline
Ariadne Wealth Management, LP9,845$754K0.33%013F-HRTimeline
SWP FINANCIAL LLC9,816$751K0.35%-31,91813F-HRTimeline
NWF Advisory Services Inc.9,814$751K0.07%+4,16613F-HRTimeline
Decker Retirement Planning Inc.9,763$747K0.25%+56313F-HRTimeline
Raleigh Capital Management Inc.9,718$744K0.24%-12,69113F-HRTimeline
RHS Financial, LLC9,713$744K0.3%+5,86713F-HRTimeline
WORLD EQUITY GROUP, INC.9,658$739K0.17%-7,47713F-HRTimeline
Keystone Financial Group9,490$726K0.04%+3,42813F-HRTimeline
ALTFEST L J & CO INC9,479$726K0.07%-6813F-HRTimeline
Bryn Mawr Trust Advisors, LLC9,455$724K0.03%013F-HRTimeline
MOTIVE WEALTH ADVISORS9,437$722K0.3%013F-HRTimeline
Facet Wealth, Inc.9,351$716K0.01%+78613F-HRTimeline
BRIGHTON JONES LLC9,349$716K0.01%+3613F-HRTimeline
HAZLETT, BURT & WATSON, INC.9,355$715K0.19%-2913F-HRTimeline
Lifelong Wealth Advisors, Inc.9,269$710K0.17%-78,64613F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…9,266$709K0.07%-24,29413F-HRTimelineGroup
Stokes Family Office, LLC9,196$704K0.08%-2,86313F-HRTimeline
Pure Financial Advisors, LLC9,149$700K0.01%-813F-HRTimeline
Caprock Group, LLC9,133$699K0.01%-32713F-HRTimeline
Bison Wealth, LLC8,896$698K0.06%-15613F-HRTimeline
Samalin Investment Counsel, LLC9,102$697K0.22%+13613F-HRTimeline
Krilogy Financial LLC9,080$695K0.02%+7513F-HRTimeline
Advisors Capital Management, LLC9,033$692K0.01%+2,56413F-HRTimeline
Ritter Daniher Financial Advisory LLC /…8,998$689K0.1%013F-HRTimeline
Lodestone Wealth Management LLC8,982$688K0.24%013F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC8,924$683K0.15%+86113F-HRTimeline
Forvis Mazars Wealth Advisors, LLC8,913$682K0.01%+86813F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…8,913$682K<0.01%+5,35313F-HRTimelineGroup
Chatterton & Associates Inc.8,701$677K0.4%-25,83013F-HRTimeline
Vermillion & White Wealth Management Gr…8,826$676K0.34%013F-HRTimeline
Cherry Tree Wealth Management, LLC8,737$669K0.13%-1,09813F-HRTimeline
Centennial Advisors, LLC8,703$666K0.79%+313F-HRTimeline
Physician Wealth Advisors, Inc.8,583$657K0.08%-144,10613F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC8,569$656K0.07%013F-HRTimeline
Milestone Asset Management Group, LLC8,562$655K0.33%+10813F-HRTimeline
Pinnacle Bancorp, Inc.8,558$655K0.17%+37313F-HRTimeline
SCOTIA CAPITAL INC.8,559$655K<0.01%new13F-HRTimeline
Aurelius Family Office LLC8,550$655K0.26%-85613F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…8,524$653K0.02%-3,05613F-HRTimelineGroup
SUTTON PLACE INVESTORS LLC8,473$649K0.31%-14,02213F-HRTimeline
Visionary Wealth Advisors8,466$648K0.03%+27113F-HRTimeline
TritonPoint Partners, LLCin group TritonPoint Partners, LLC8,434$646K0.05%-2,51713F-HRTimelineGroup
Midwest Trust Co8,425$645K0.01%+65913F-HRTimeline
CURTIS WEALTH MANAGEMENT LLC8,409$644K0.55%-39,04713F-HRTimeline
Argent Advisors, Inc.8,401$643K0.16%-12613F-HRTimeline
Spectrum Advisors, Inc.8,399$643K0.45%+9013F-HRTimeline
Cassaday & Co Wealth Management LLC8,320$637K0.01%+4513F-HRTimeline
GHP Investment Advisors, Inc.8,284$634K0.02%-7913F-HRTimeline
Curi Capital, LLC8,117$621K0.01%+4213F-HRTimeline
DIVERSIFIED MANAGEMENT INC8,073$618K0.13%+1813F-HRTimeline
CLARIS ADVISORS, LLC / MO /8,060$617K0.16%+20613F-HRTimeline
Arvest Bank Trust Division8,059$617K0.03%new13F-HRTimeline
CGN Advisors LLC7,953$609K0.04%-613F-HRTimeline
Harbour Capital Advisors, LLC7,709$604K0.11%-15013F-HRTimeline
Friday Financial7,651$598K0.16%013F-HRTimeline
National Philanthropic Trust7,748$593K0.01%new13F-HRTimeline
Security Financial Services, INC.7,715$591K0.08%-42,69613F-HRTimeline
Creative Capital Management Investments…7,590$581K0.13%new13F-HRTimeline
Balance Wealth Partners LLC7,515$575K0.15%013F-HRTimeline
Palisade Asset Management, LLC7,482$573K0.05%013F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …7,480$573K0.07%+19013F-HRTimeline
Independent Advisor Alliance7,402$567K0.01%-91,37113F-HRTimeline
UPTICK PARTNERS, LLC7,385$565K0.09%+1,45013F-HRTimeline
Cassilly Financial Group LLC7,363$564K0.41%-18,62813F-HR/ATimeline
MainStreet Investment Advisors LLC7,323$561K0.08%013F-HRTimeline
Tranquility Partners, LLC7,293$558K0.19%013F-HRTimeline
BEACON FINANCIAL GROUP7,276$557K0.05%-2,26513F-HRTimeline
Ballentine Partners, LLC7,220$553K0.01%-17513F-HRTimeline
Madison Wealth Partners, Inc7,199$551K0.07%+2,84913F-HRTimeline
Fortis Capital Management LLC7,180$550K0.06%013F-HRTimeline
Hyundai Investments Co., Ltd.7,136$546K0.59%+4,52113F-HRTimeline
Legacy Wealth Partners, LLC7,131$546K0.12%-5,80313F-HRTimeline
WEALTHGARDEN F.S. LLC7,127$546K0.31%-12,16913F-HRTimeline
Avantra Family Wealth, Inc.7,081$542K0.35%-11,17013F-HRTimeline
Michels Family Financial, LLC7,065$541K0.35%-25713F-HRTimeline
MSH Capital Advisors LLC7,044$539K0.09%-6,50813F-HRTimeline
Montis Financial, LLC7,036$539K0.11%+8513F-HRTimeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC7,032$538K0.03%+4713F-HRTimeline
Semus Wealth Partners LLC7,031$538K0.26%-8,08313F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO6,935$538K0.01%+25013F-HRTimeline
Lauterbach Financial Advisors, LLC6,987$535K0.23%+7413F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC6,819$522K0.03%-1313F-HRTimelineGroup
AXXCESS WEALTH MANAGEMENT, LLC6,794$520K0.01%+43213F-HRTimeline
MATHER GROUP, LLC.6,775$519K<0.01%-7,51513F-HRTimeline
Foundry Financial Group, Inc.6,756$517K0.22%+87813F-HRTimeline
TRUST CO OF VERMONT6,701$513K0.02%13F-HRTimeline
Well Done, LLC6,605$506K0.07%013F-HRTimeline
Midwest Heritage Bank, FSB6,602$505K0.14%013F-HRTimeline
A4 Wealth Advisors LLC6,564$502K0.34%-1,96713F-HRTimeline
Aerodigm Wealth, LLC6,543$501K0.17%-28013F-HRTimeline
Tradition Wealth Management, LLC6,524$499K0.03%-33,37013F-HRTimeline
LANE BROTHERS & CO INC6,517$499K0.33%-25413F-HRTimeline
NOVEM GROUP6,473$496K0.05%+1,43313F-HRTimeline
Madson Wealth Advisors Inc6,427$492K0.33%-3,81213F-HRTimeline
Indie Asset Partners, LLC6,423$492K0.47%-2813F-HRTimeline
TOWNSQUARE CAPITAL LLC6,421$492K0.09%+2,96313F-HRTimeline
SwitchPoint Financial Planning, LLC6,415$491K0.28%013F-HRTimeline
TRUST POINT INC.6,369$488K0.04%+52013F-HRTimeline
Wright Wealth LLC6,365$487K0.29%-14513F-HRTimeline
Allegiance Financial Group Advisory Ser…6,337$485K0.08%013F-HRTimeline
Aaron Wealth Advisors LLC6,331$485K0.02%+16413F-HRTimeline
PARTNERS CAPITAL INVESTMENT GROUP, LLP6,324$484K0.02%013F-HRTimeline
Insight Wealth Strategies, LLC6,336$484K0.05%+1,78913F-HRTimeline
MassMutual Private Wealth & Trust, FSB6,300$482K0.01%013F-HRTimeline
Northwest Bancshares, Inc.6,283$481K0.09%013F-HRTimeline
HUB Investment Partners, LLC6,247$478K0.01%+1,01913F-HRTimeline
Continuum Advisory, LLC6,244$478K0.04%-2,59113F-HRTimeline
TRUE Private Wealth Advisors6,244$478K0.04%+1,36313F-HRTimeline
Squire Investment Management Company, L…6,222$476K0.11%013F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.6,205$475K0.01%013F-HRTimelineGroup
TRANSCEND CAPITAL ADVISORS, LLC6,173$473K0.03%-9,73713F-HRTimeline
Copia Wealth Management6,141$470K0.28%-2213F-HRTimeline
American Trust6,121$469K0.04%+6813F-HRTimeline
QUARRY HILL ADVISORS, LLC6,120$468K0.18%-74213F-HRTimeline
FSA Advisors, Inc.6,115$468K0.21%new13F-HR/ATimeline
Payne Capital LLC6,115$468K0.39%013F-HRTimeline
Pines Wealth Management, LLC6,099$467K0.13%+10313F-HRTimeline
Gilman Hill Asset Management, LLC6,094$466K0.06%013F-HRTimeline
BASSO CAPITAL MANAGEMENT, L.P.6,067$464K0.11%new13F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC6,018$461K<0.01%013F-HRTimelineGroup
Colter Lewis Investment Partners LLC6,000$459K0.2%new13F-HRTimeline
Tanglewood Wealth Management, Inc.5,972$457K0.04%013F-HRTimeline
Lantern Wealth Advisors, LLC5,971$457K0.21%-4,04613F-HRTimeline
NOVUS ADVISORS, LLC5,923$453K0.95%-1,43313F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO5,907$452K<0.01%013F-HRTimelineGroup
Hilltop National Bank5,876$450K0.1%013F-HRTimeline
Center for Financial Planning, Inc.5,861$449K0.04%013F-HRTimeline
Meridian Wealth Management, LLC5,842$447K0.01%-15813F-HRTimeline
Aegis Wealth Management, Inc.5,790$443K0.29%-3,24813F-HRTimeline