Skip to content
Disclosery

EFV ISHARES TR

Follow

SHS (fund)

1,004 managers (1,016 13F filers) reported a position in EFV shares at 2024-12-31, 338,107,100 shares in all. 59 filers opened a position and 67 filers sold out during the quarter.

Managers
1,004
13F filers
1,016
New
59
Added
488
Reduced
253
Sold out
67
Shares held by filers
338,107,100

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
BWM Planning, LLC10,860$570K0.25%-2013F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …10,644$558K0.13%-16013F-HRTimelineGroup
Valeo Financial Advisors, LLC10,562$554K0.02%-91013F-HRTimeline
Fulcrum Equity Management10,498$551K0.54%+6413F-HRTimeline
Ariadne Wealth Management, LP9,845$550K0.25%013F-HRTimeline
Two West Capital Advisors LLC10,442$548K0.47%+2,53113F-HRTimeline
Fragasso Financial Advisors Inc10,438$548K0.04%-1013F-HRTimeline
Squire Investment Management Company, L…10,423$547K0.24%-2,98813F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK10,332$542K<0.01%new13F-HR/ATimelineGroup
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…10,307$541K0.01%new13F-HRTimelineGroup
Pallas Capital Advisors LLC10,288$540K0.02%-2,30513F-HRTimeline
Turtle Creek Wealth Advisors, LLC10,204$535K0.12%013F-HRTimeline
Virtus Family Office LLC10,195$535K0.67%-5,97513F-HRTimeline
MOTIVE WEALTH ADVISORS10,175$534K0.29%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC10,153$533K0.01%013F-HRTimeline
Samalin Investment Counsel, LLC10,129$531K0.23%-1,05413F-HRTimeline
MISSION WEALTH MANAGEMENT, LP10,061$528K0.01%+13013F-HRTimeline
Hemington Wealth Management10,056$527K0.13%+1013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS10,037$527K<0.01%+5,76013F-HRTimelineGroup
Cornerstone Wealth Management, LLC10,012$525K0.04%-53813F-HRTimeline
CONNING INC.in group CONNING INC.9,932$521K0.02%-2,66513F-HRTimelineGroup
PUREfi Wealth, LLC9,795$514K0.5%13F-HRTimeline
Cherry Tree Wealth Management, LLC9,669$507K0.13%-20213F-HRTimeline
Evanson Asset Management, LLC9,652$506K0.03%013F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …9,640$506K0.11%013F-HRTimeline
Fairvoy Private Wealth, LLC9,578$503K0.13%13F-HRTimeline
Opal Wealth Advisors, LLC9,571$502K0.15%new13F-HRTimeline
WR Wealth Planners, LLC9,552$501K0.16%-12,53013F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.9,442$495K0.01%013F-HRTimelineGroup
OLIVER LAGORE VANVALIN INVESTMENT GROUP9,428$495K0.13%+51913F-HRTimeline
Naviter Wealth, LLC9,390$493K0.06%new13F-HRTimeline
BEACON FINANCIAL GROUP9,263$486K0.05%-3,94013F-HRTimeline
FLP Wealth Management, LLC9,168$481K1.23%13F-HRTimeline
Lodestone Wealth Management LLC9,164$481K0.24%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.9,106$478K0.03%-64013F-HRTimelineGroup
GHP Investment Advisors, Inc.9,084$477K0.02%-1,67213F-HRTimeline
Hill Investment Group Partners, LLC9,004$472K0.06%-10,50313F-HRTimeline
MIdWestOne Financial Group, Inc.8,919$468K0.07%-56213F-HRTimeline
Lion Street Advisors, LLC8,906$467K0.15%+2,64013F-HRTimeline
Herold Advisors, Inc.8,883$466K0.1%+28313F-HRTimeline
Milestone Asset Management Group, LLC8,878$466K0.42%13F-HRTimeline
Laird Norton Wetherby Wealth Management…8,853$464K0.02%+3,43813F-HRTimeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC8,800$462K0.03%013F-HRTimeline
Integrated Advisors Network LLC8,745$459K0.02%+1,46213F-HRTimeline
Gilliland Jeter Wealth Management LLC8,515$447K0.15%+2,43413F-HRTimeline
BCS Wealth Management8,492$446K0.11%new13F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC8,480$445K0.11%+24413F-HRTimelineGroup
Cassaday & Co Wealth Management LLC8,422$442K0.01%-6,52013F-HRTimeline
New World Advisors LLC8,333$437K0.11%new13F-HRTimeline
Prosperity Planning, Inc.8,315$436K0.14%+22913F-HRTimeline
OLD NATIONAL BANCORP /IN/8,306$436K0.01%new13F-HRTimeline
Moors & Cabot, Inc.8,289$435K0.02%new13F-HRTimeline
Financial Perspectives, Inc8,288$435K0.15%+27013F-HRTimeline
Family Firm, Inc.8,252$433K0.1%+14213F-HRTimeline
Legacy Edge Advisors, LLC8,264$433K0.07%-96013F-HRTimeline
QUARRY HILL ADVISORS, LLC8,209$431K0.29%013F-HRTimeline
Argent Trust Co8,165$428K0.02%-713F-HRTimeline
EWA, LLC8,111$426K0.16%-226,76213F-HRTimeline
Sachetta, LLC8,083$424K0.17%+1,58313F-HRTimeline
Michels Family Financial, LLC8,080$424K0.39%13F-HRTimeline
New Republic Capital, LLC8,069$423K0.28%+89413F-HRTimeline
Continuum Advisory, LLC8,019$421K0.05%+10513F-HRTimeline
Tranquility Partners, LLC7,994$419K0.16%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC7,937$416K0.1%+9213F-HRTimeline
Western Wealth Management, LLC7,893$414K0.03%-3,76713F-HR/ATimeline
Harbour Capital Advisors, LLC7,879$414K0.09%-32513F-HRTimeline
REAP Financial Group, LLC7,806$410K0.1%-48813F-HRTimeline
Red Tortoise LLC7,795$409K0.21%+13513F-HRTimeline
Curi Capital, LLC7,776$408K0.01%-24813F-HRTimeline
Bryn Mawr Trust Advisors, LLC7,773$408K0.02%-1,63913F-HR/ATimeline
Citizens Business Bank7,756$407K0.08%013F-HRTimeline
Carlson Capital Management7,720$405K0.02%013F-HRTimeline
J.W. COLE ADVISORS, INC.7,700$404K0.02%-14313F-HRTimeline
Center for Financial Planning, Inc.7,611$399K0.05%013F-HRTimeline
CLARIS ADVISORS, LLC / MO /7,600$399K0.15%-74513F-HRTimeline
Per Stirling Capital Management, LLC.7,598$399K0.06%-1,81913F-HRTimeline
Glass Jacobson Investment Advisors llc7,585$398K0.13%+28213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Lord & Richards Wealth Management, LLC7,571$397K0.84%13F-HRTimeline
Pinnacle Bancorp, Inc.7,471$392K0.13%+2913F-HRTimeline
Palisade Asset Management, LLC7,470$392K0.04%-2713F-HRTimeline
Leisure Capital Management7,467$392K0.15%new13F-HRTimeline
Meridian Wealth Management, LLC7,412$389K0.02%-34913F-HRTimeline
Quartz Partners, LLC7,412$389K0.24%+4613F-HRTimeline
Allegheny Financial Group7,409$389K0.1%+2,13013F-HRTimeline
Wambolt & Associates, LLC7,376$387K0.12%-1,20513F-HRTimeline
Aerodigm Wealth, LLC7,336$385K0.23%+1,20913F-HRTimeline
Washington Trust Bank7,331$385K0.04%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
BESSEMER GROUP INCin group BESSEMER GROUP INC7,249$379K<0.01%-65113F-HRTimelineGroup
Keystone Wealth Services, LLC7,214$379K0.1%-5,07913F-HRTimeline
TrueWealth Advisors, LLC7,212$378K0.13%+1,04813F-HRTimeline
CGN Advisors LLC7,183$377K0.04%-1,06713F-HRTimeline
Lauterbach Financial Advisors, LLC7,146$375K0.23%+71813F-HRTimeline
TWO SIGMA SECURITIES, LLC7,126$374K0.07%-15,74013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.7,077$373K<0.01%-26013F-HRTimelineGroup
PBMares Wealth Management LLC7,090$372K0.08%+17113F-HRTimeline
Freedom Investment Management, Inc.7,079$371K0.03%+19713F-HRTimeline
Argent Advisors, Inc.7,042$370K0.14%+17413F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.7,000$367K0.12%013F-HRTimeline
NOVUS ADVISORS, LLC6,969$366K0.36%13F-HRTimeline
Midwest Capital Advisors, LLC6,960$365K0.27%13F-HRTimeline
MainStreet Investment Advisors LLC6,938$364K0.05%013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…6,923$363K0.1%013F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC6,894$362K<0.01%new13F-HRTimelineGroup
Fermata Advisors, LLC6,861$360K0.07%013F-HRTimeline
Lloyd Advisory Services, LLC.6,850$359K0.17%+10013F-HRTimeline
DGS Capital Management, LLCin group DGS Capital Management, LLC6,794$356K0.09%-39513F-HRTimelineGroup
Kovack Advisors, Inc.6,794$356K0.03%-30513F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC6,778$356K0.03%-12813F-HRTimelineGroup
CAP Partners, LLC6,708$352K0.25%-12013F-HRTimeline
MassMutual Private Wealth & Trust, FSB6,693$351K0.01%013F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC6,649$349K0.04%-13213F-HRTimeline
Parkworth Wealth Management, Inc.6,545$343K0.29%13F-HRTimeline
Talisman Wealth Advisors LLC6,521$342K0.36%+2,20813F-HRTimeline
Atlas Private Wealth Advisors6,509$342K0.05%+9413F-HRTimeline
Northwest Bancshares, Inc.6,492$341K0.06%-20013F-HRTimeline
Portside Wealth Group, LLC6,480$340K0.06%+1,07813F-HR/ATimeline
Beverly Hills Private Wealth, LLC6,471$340K0.07%-87513F-HRTimeline
Hobart Private Capital, LLC6,431$337K0.08%-66413F-HRTimeline
Hippocratic Financial Advisors, LLC6,397$336K0.23%13F-HRTimeline
Syntegra Private Wealth Group, LLC6,388$335K0.04%-31613F-HRTimeline
Empirical Asset Management, LLC6,383$335K0.11%+1,13513F-HRTimeline
Sunbelt Securities, Inc.6,393$335K0.03%013F-HRTimeline
Simplicity Wealth,LLC6,373$334K0.07%-147,57213F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…6,335$332K0.01%+1,97113F-HRTimelineGroup
PARTNERS CAPITAL INVESTMENT GROUP, LLP6,324$332K0.01%-6,32313F-HRTimeline
Wedmont Private Capital6,395$332K0.02%+1713F-HRTimeline
Rehmann Capital Advisory Group6,248$328K0.02%+1,01413F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP6,230$327K<0.01%+1,20013F-HRTimeline
Shotwell Rutter Baer Inc6,267$325K0.27%+17613F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…6,190$325K0.01%+1,00313F-HRTimelineGroup
Copia Wealth Management6,159$323K0.31%13F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO6,117$321K0.01%-4,20913F-HRTimeline
TRUST POINT INC.6,105$320K0.02%new13F-HRTimeline
Bordeaux Wealth Advisors LLC6,057$318K0.05%-1613F-HR/ATimeline
Decker Retirement Planning Inc.6,013$316K0.18%13F-HRTimeline
Valmark Advisers, Inc.6,009$315K<0.01%-31913F-HRTimeline
Aaron Wealth Advisors LLC5,987$314K0.04%+10313F-HRTimeline
Tanglewood Wealth Management, Inc.5,972$313K0.04%-1913F-HRTimeline
Wharton Business Group, LLC5,960$313K0.01%013F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP5,933$311K0.01%+12213F-HR/ATimelineGroup
Hilltop National Bank5,850$307K0.09%013F-HRTimeline
Savvy Advisors, Inc.5,836$306K0.04%+2913F-HRTimeline
Belpointe Asset Management LLC5,350$303K0.02%+52813F-HRTimeline
Capstone Wealth Management, LLC5,769$303K0.3%13F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC5,764$302K0.15%+33213F-HRTimeline
Wealthfront Advisers LLC5,702$299K<0.01%-76513F-HR/ATimeline
Blue Oak Capital, LLC5,698$299K0.18%13F-HRTimeline
XML Financial, LLC5,671$298K0.03%+9813F-HRTimeline
Plante Moran Financial Advisors, LLC5,631$295K0.02%-413F-HRTimeline
Fortis Capital Advisors, LLC5,174$294K0.1%+35213F-HRTimeline
Summit Financial, LLC5,555$291K0.01%new13F-HRTimeline
Cape Investment Advisory, Inc.5,554$291K0.11%-19813F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/5,540$291K<0.01%-31813F-HRTimelineGroup
BOSTON FINANCIAL MANGEMENT LLC5,518$290K0.01%013F-HRTimeline
Advyzon Investment Management, LLC5,485$288K0.11%13F-HRTimeline
FINANCIAL COUNSELORS INC5,465$287K<0.01%-1,28913F-HRTimeline
MARCO INVESTMENT MANAGEMENT LLC5,417$284K0.02%013F-HRTimeline
Intelligence Driven Advisers, LLC5,414$284K0.05%013F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD5,404$284K<0.01%013F-HRTimelineGroup
Opes Wealth Management LLC5,391$283K0.06%-5013F-HRTimeline
Beaird Harris Wealth Management, LLC5,355$281K0.02%-28013F-HRTimeline
BRIGHTON JONES LLC5,352$281K0.01%new13F-HR/ATimeline
SMART Wealth LLC5,338$280K0.1%+1,61613F-HRTimeline
Milestone Investment Advisors LLC5,320$279K0.08%-39913F-HRTimeline
James J. Burns & Company, LLC5,330$279K0.05%-313F-HRTimeline
Crescent Grove Advisors, LLC5,262$276K0.03%013F-HRTimeline
Well Done, LLC4,795$276K0.05%013F-HRTimeline
WRAPMANAGER INC5,217$274K0.07%-67913F-HRTimeline
GatePass Capital, LLC5,210$273K0.3%13F-HRTimeline
Sage Mountain Advisors LLC5,199$273K0.02%013F-HRTimeline
CARDIFF PARK ADVISORS, LLC5,174$271K0.03%+3613F-HRTimeline
American Trust5,143$270K0.02%new13F-HRTimeline
KELLY FINANCIAL GROUP LLC5,138$270K0.1%13F-HRTimeline
Index Fund Advisors, Inc.5,128$269K0.01%+1913F-HRTimeline
UPTICK PARTNERS, LLC5,125$269K0.1%-1,44713F-HRTimeline
Coppell Advisory Solutions LLC5,064$265K0.04%+1,66313F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC5,011$263K0.06%+17413F-HRTimeline
Western Financial Corp/CA4,971$261K0.14%-2,55913F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC4,961$260K0.17%13F-HRTimeline
Eagle Strategies LLC4,959$260K0.05%+63213F-HRTimeline
Avior Wealth Management, LLC4,936$259K0.01%+23613F-HRTimeline
W.H. Cornerstone Investments Inc.4,924$258K0.17%+3913F-HRTimeline
Waldron Private Wealth LLC4,916$258K0.01%+5813F-HRTimeline
Axim Planning & Wealth4,870$256K0.27%+1,23213F-HRTimeline
Operose Advisors LLC4,808$252K0.09%+1,80813F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…4,812$252K0.02%new13F-HRTimeline
MAI Capital Management4,745$249K<0.01%new13F-HRTimeline
Federation des caisses Desjardins du Qu…4,713$247K<0.01%-90013F-HRTimeline
One Capital Management, LLC4,690$246K0.01%-26913F-HRTimeline
AdvisorNet Financial, Inc4,676$245K0.02%-71,10013F-HRTimeline
Total Wealth Planning, LLC4,675$245K0.04%013F-HRTimeline
Hirtle & Co., LLC4,662$245K0.01%013F-HRTimeline
TKG Advisors, LLC4,486$244K0.11%-3313F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.4,655$244K<0.01%+5913F-HRTimeline
Capital A Wealth Management, LLC4,643$244K0.4%13F-HRTimeline
Team Hewins, LLC4,595$241K0.09%-9813F-HR/ATimeline
Cambridge Financial Group, LLC4,589$241K0.1%+42513F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…4,574$240K0.02%-90013F-HRTimelineGroup
HUB Investment Partners, LLC4,572$240K0.01%new13F-HRTimeline
SACHEM HILL LLC4,525$237K0.05%+213F-HRTimeline