EFV ISHARES TR

SHS (fund)

1,005 managers (1,016 13F filers) reported a position in EFV shares at 2025-03-31, 305,983,387 shares in all. 72 filers opened a position and 57 filers sold out during the quarter.

Managers: 1,005
13F filers: 1,016
New: 72
Added: 273
Reduced: 501
Sold out: 57
Shares held by filers: 305,983,387

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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.

Holder	Shares	Value	% of portfolio	Change	Source
Freedom Investment Management, Inc.	12,194	$719K	0.06%	+5,115	13F-HR Timeline
Mesirow Financial Investment Management…	12,194	$719K	0.01%	+100	13F-HR Timeline
Semus Wealth Partners LLC	12,075	$712K	0.5%	-2,500	13F-HR Timeline
Ascentis Wealth Management, LLCgroup of 2 filers holding	12,054	$711K		+517	Timeline Ascentis Wealth Management, LLC: 7,140 (0.13%) 13F-HR Ascentis Independent Advisors: 4,914 (0.06%) 13F-HR
Martin Worley Group	11,917	$702K	0.4%	0	13F-HR Timeline
RHS Financial, LLC	11,889	$701K	0.39%	-6,660	13F-HR Timeline
25 LLC	11,858	$699K	0.29%	-116	13F-HR Timeline
Sound Financial Strategies Group, LLC	11,800	$695K	0.62%	-298	13F-HR Timeline
J.W. COLE ADVISORS, INC.	11,761	$693K	0.02%	+4,061	13F-HR Timeline
Pallas Capital Advisors LLC	11,725	$691K	0.03%	+1,437	13F-HR Timeline
Foster Group, Inc.	11,715	$690K	0.03%	+195	13F-HR Timeline
BEACON FINANCIAL GROUP	11,683	$689K	0.08%	+2,420	13F-HR Timeline
Balance Wealth Partners LLC	11,455	$675K	0.44%		13F-HR Timeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…	11,333	$668K	0.02%	-1,547	13F-HR Timeline Group
Discipline Wealth Solutions, LLC	11,326	$668K	0.32%	+174	13F-HR Timeline
Manhattan West Asset Management, LLC	10,994	$648K	0.17%	-131	13F-HR Timeline
BWM Planning, LLC	10,860	$640K	0.27%	0	13F-HR Timeline
EWA, LLC	10,822	$638K	0.24%	+2,711	13F-HR Timeline
First Citizens Asset Management, Inc.	10,761	$634K	0.25%	-609	13F-HR/A Timeline
Cullen Capital Management, LLC	10,558	$622K	0.01%	-11,961	13F-HR Timeline
MISSION WEALTH MANAGEMENT, LP	10,354	$610K	0.02%	+293	13F-HR Timeline
Ariadne Wealth Management, LP	9,845	$608K	0.32%	0	13F-HR Timeline
JT Stratford LLC	10,297	$607K	0.11%	-1,081	13F-HR Timeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …	10,234	$603K	0.14%	-410	13F-HR Timeline Group
Turtle Creek Wealth Advisors, LLC	10,204	$601K	0.09%	0	13F-HR Timeline
Waldron Private Wealth LLC	10,161	$599K	0.03%	+5,245	13F-HR Timeline
Virtus Family Office LLC	10,146	$598K	0.77%	-49	13F-HR Timeline
VestGen Investment Management	10,139	$598K	0.45%	-5,658	13F-HR Timeline
Hemington Wealth Management	10,056	$592K	0.09%	0	13F-HR Timeline
Fragasso Financial Advisors Inc	9,975	$588K	0.04%	-463	13F-HR Timeline
AlTi Global, Inc.in group AlTi Global, Inc.	9,958	$587K	0.02%	+516	13F-HR Timeline Group
WHITTIER TRUST CO OF NEVADA INC	9,938	$586K	0.01%	-215	13F-HR Timeline
CONNING INC.in group CONNING INC.	9,932	$585K	0.02%	0	13F-HR Timeline Group
Capital Investment Advisory Services, L…	9,924	$585K	0.05%	+8,160	13F-HR Timeline
Valeo Financial Advisors, LLC	9,800	$578K	0.02%	-762	13F-HR Timeline
Cherry Tree Wealth Management, LLC	9,731	$574K	0.14%	+62	13F-HR Timeline
Caprock Group, LLC	9,730	$573K	0.02%	-1,388	13F-HR Timeline
Perennial Investment Advisors, LLC	9,702	$572K	0.06%	-1,614	13F-HR Timeline
Two West Capital Advisors LLC	10,079	$570K	0.48%	-363	13F-HR Timeline
Pinnacle Family Advisors, LLC	9,677	$570K	0.31%	-1,314	13F-HR Timeline
Evanson Asset Management, LLC	9,652	$569K	0.04%	0	13F-HR Timeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …	9,640	$568K	0.12%	0	13F-HR Timeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…	9,605	$566K	0.01%	-702	13F-HR Timeline Group
MOTIVE WEALTH ADVISORS	9,437	$556K	0.3%	-738	13F-HR Timeline
Squire Investment Management Company, L…	9,423	$555K	0.23%	-1,000	13F-HR Timeline
PUREfi Wealth, LLC	9,379	$553K	0.55%	-416	13F-HR Timeline
Smartleaf Asset Management LLC	9,225	$549K	0.05%	+5,414	13F-HR Timeline
Lodestone Wealth Management LLC	9,183	$541K	0.29%	+19	13F-HR Timeline
ORG Partners LLC	9,174	$541K	0.13%	-147,602	13F-HR Timeline
Midwest Heritage Bank, FSB	9,171	$541K	0.22%	-2,889	13F-HR Timeline
Samalin Investment Counsel, LLC	9,103	$537K	0.22%	-1,026	13F-HR Timeline
Lion Street Advisors, LLC	9,081	$535K	0.17%	+175	13F-HR Timeline
Ritter Daniher Financial Advisory LLC /…	8,998	$530K	0.14%	+2,075	13F-HR Timeline
GHP Investment Advisors, Inc.	8,979	$529K	0.03%	-105	13F-HR Timeline
Magnus Financial Group LLC	8,931	$526K	0.05%	-2,462	13F-HR Timeline
MIdWestOne Financial Group, Inc.	8,919	$526K	0.07%	0	13F-HR Timeline
Vermillion & White Wealth Management Gr…	8,872	$523K	0.38%	-8,558	13F-HR Timeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC	8,800	$519K	0.03%	0	13F-HR Timeline
Cornerstone Wealth Management, LLC	8,712	$513K	0.03%	-1,300	13F-HR Timeline
NBT BANK, N.A.in group NBT BANK, N.A.	8,701	$513K	0.04%	-405	13F-HR Timeline Group
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD	8,666	$511K	<0.01%	+3,262	13F-HR Timeline Group
Financial Perspectives, Inc	8,643	$509K	0.17%	+355	13F-HR Timeline
Western Wealth Management, LLC	8,532	$503K	0.03%	+639	13F-HR Timeline
BCS Wealth Management	8,495	$501K	0.13%	+3	13F-HR Timeline
Pure Financial Advisors, LLC	8,463	$499K	0.01%	new	13F-HR Timeline
Hill Investment Group Partners, LLC	8,443	$498K	0.07%	-561	13F-HR Timeline
Wealthfront Advisers LLC	8,384	$494K	<0.01%	+2,682	13F-HR Timeline
Kovack Advisors, Inc.	8,336	$491K	0.05%	+1,542	13F-HR Timeline
Milestone Asset Management Group, LLC	8,325	$491K	0.44%	-553	13F-HR Timeline
Decker Retirement Planning Inc.	8,273	$488K	0.3%	+2,260	13F-HR Timeline
Argent Advisors, Inc.	8,270	$487K	0.16%	+1,228	13F-HR Timeline
Fairvoy Private Wealth, LLC	8,266	$487K	0.13%	-1,312	13F-HR Timeline
Family Firm, Inc.	8,253	$486K	0.11%	+1	13F-HR Timeline
QUARRY HILL ADVISORS, LLC	8,209	$484K	0.31%	0	13F-HR Timeline
Moors & Cabot, Inc.	8,198	$483K	0.02%	-91	13F-HR Timeline
Cassaday & Co Wealth Management LLC	8,130	$479K	0.01%	-292	13F-HR Timeline
Empirical Asset Management, LLC	8,128	$479K	0.16%	+1,745	13F-HR Timeline
Sachetta, LLC	8,083	$476K	0.2%	0	13F-HR Timeline
FLPUTNAM INVESTMENT MANAGEMENT CO	8,082	$476K	0.01%	+1,965	13F-HR Timeline
Fulcrum Equity Management	8,065	$475K	0.52%	-2,433	13F-HR Timeline
Michels Family Financial, LLC	8,047	$474K	0.43%	-33	13F-HR Timeline
Naviter Wealth, LLC	7,956	$473K	0.06%	-1,434	13F-HR Timeline
CGN Advisors LLC	8,014	$472K	0.05%	+831	13F-HR Timeline
RAFFA WEALTH MANAGEMENT, LLC	7,937	$471K	0.11%	0	13F-HR Timeline
MAI Capital Management	7,925	$467K	<0.01%	+3,180	13F-HR Timeline
BESSEMER GROUP INCin group BESSEMER GROUP INC	7,832	$462K	<0.01%	+583	13F-HR Timeline Group
Red Tortoise LLC	7,795	$459K	0.24%	0	13F-HR Timeline
Bryn Mawr Trust Advisors, LLC	7,773	$458K	0.03%	0	13F-HR Timeline
Lord & Richards Wealth Management, LLC	7,749	$457K	0.52%	+178	13F-HR Timeline
Harbour Capital Advisors, LLC	7,859	$456K	0.11%	-20	13F-HR Timeline
Pinnacle Bancorp, Inc.	7,729	$456K	0.15%	+258	13F-HR Timeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC	7,725	$455K	0.12%	-755	13F-HR Timeline Group
Lauterbach Financial Advisors, LLC	7,672	$452K	0.28%	+526	13F-HR Timeline
Argent Trust Co	7,640	$450K	0.02%	-525	13F-HR Timeline
Center for Financial Planning, Inc.	7,611	$449K	0.06%	0	13F-HR Timeline
CLARIS ADVISORS, LLC / MO /	7,600	$448K	0.17%	0	13F-HR Timeline
Lloyd Advisory Services, LLC.	7,486	$441K	0.22%	+636	13F-HR Timeline
QRG CAPITAL MANAGEMENT, INC.	7,471	$440K	<0.01%	+2,816	13F-HR Timeline
Palisade Asset Management, LLC	7,470	$440K	0.05%	0	13F-HR Timeline
MassMutual Private Wealth & Trust, FSB	7,369	$434K	0.01%	+676	13F-HR Timeline
Aerodigm Wealth, LLC	7,336	$432K	0.24%	0	13F-HR Timeline
Tranquility Partners, LLC	7,293	$430K	0.17%	-701	13F-HR Timeline
Legacy Edge Advisors, LLC	7,152	$422K	0.07%	-1,112	13F-HR Timeline
TRUE Private Wealth Advisors	7,099	$418K	0.05%	-6,637	13F-HR Timeline
PBMares Wealth Management LLC	7,090	$418K	0.08%	0	13F-HR Timeline
Wambolt & Associates, LLC	7,059	$416K	0.14%	-317	13F-HR Timeline
NOVUS ADVISORS, LLC	6,984	$412K	0.42%	+15	13F-HR Timeline
Midwest Capital Advisors, LLC	6,960	$410K	0.25%	0	13F-HR Timeline
Continuum Advisory, LLC	6,940	$409K	0.05%	-1,079	13F-HR Timeline
MainStreet Investment Advisors LLC	6,938	$409K	0.06%	0	13F-HR Timeline
Portside Wealth Group, LLC	6,781	$400K	0.07%	+301	13F-HR/A Timeline
Fermata Advisors, LLC	6,755	$398K	0.07%	-106	13F-HR Timeline
Glass Jacobson Investment Advisors llc	7,585	$398K	0.13%	0	13F-HR Timeline
PEAPACK GLADSTONE FINANCIAL CORP	6,759	$398K	0.01%	+529	13F-HR Timeline
Keystone Wealth Services, LLC	6,683	$394K	0.11%	-531	13F-HR Timeline
DGS Capital Management, LLCin group DGS Capital Management, LLC	6,673	$393K	0.1%	-121	13F-HR Timeline Group
SMART Wealth LLC	6,637	$391K	0.14%	+1,299	13F-HR Timeline
Prosperity Planning, Inc.	6,628	$391K	0.12%	-1,687	13F-HR Timeline
CHILDRESS CAPITAL ADVISORS, LLC	6,567	$387K	0.11%	new	13F-HR Timeline
Talisman Wealth Advisors LLC	6,564	$387K	0.4%	+43	13F-HR Timeline
Parkworth Wealth Management, Inc.	6,545	$386K	0.31%	0	13F-HR Timeline
CAP Partners, LLC	6,507	$384K	0.28%	-201	13F-HR Timeline
Northwest Bancshares, Inc.	6,488	$382K	0.07%	-4	13F-HR Timeline
Atlas Private Wealth Advisors	6,487	$382K	0.05%	-22	13F-HR Timeline
TRUSTMARK BANK TRUST DEPARTMENT	6,429	$379K	0.03%	new	13F-HR Timeline
Copia Wealth Management	6,382	$376K	0.35%	+223	13F-HR Timeline
Gilman Hill Asset Management, LLC	6,354	$375K	0.07%	-16,460	13F-HR Timeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.	7,085	$371K	<0.01%	+8	13F-HR Timeline Group
Hobart Private Capital, LLC	6,196	$365K	0.09%	-235	13F-HR Timeline
Meridian Wealth Management, LLC	6,143	$362K	0.02%	-1,269	13F-HR Timeline
Wedmont Private Capital	6,395	$362K	0.02%	0	13F-HR Timeline
TRUST POINT INC.	6,105	$360K	0.03%	0	13F-HR Timeline
Fisher Asset Management, LLC	6,069	$358K	<0.01%	new	13F-HR Timeline
Bordeaux Wealth Advisors LLC	6,057	$357K	0.07%	0	13F-HR Timeline
THURSTON, SPRINGER, MILLER, HERD & TITA…	5,977	$353K	0.06%	+2,060	13F-HR Timeline
Tanglewood Wealth Management, Inc.	5,972	$352K	0.04%	0	13F-HR Timeline
Wharton Business Group, LLC	5,960	$351K	0.02%	0	13F-HR Timeline
Aaron Wealth Advisors LLC	5,926	$349K	0.04%	-61	13F-HR Timeline
MN Wealth Advisors, LLC	5,913	$349K	0.2%	new	13F-HR Timeline
New Republic Capital, LLC	5,826	$343K	0.15%	-2,243	13F-HR Timeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC	5,803	$342K	0.03%	-975	13F-HR Timeline Group
REAP Financial Group, LLC	5,773	$340K	0.08%	-2,033	13F-HR Timeline
Capstone Wealth Management, LLC	5,769	$340K	0.34%	0	13F-HR Timeline
Citizens Business Bank	5,756	$339K	0.07%	-2,000	13F-HR Timeline
Hippocratic Financial Advisors, LLC	5,755	$339K	0.2%	-642	13F-HR Timeline
DOPKINS WEALTH MANAGEMENT, LLC	5,743	$338K	0.17%	-21	13F-HR Timeline
Herold Advisors, Inc.	5,718	$337K	0.07%	-3,165	13F-HR Timeline
Belpointe Asset Management LLC	5,704	$335K	0.02%	+354	13F-HR Timeline
Shotwell Rutter Baer Inc	6,155	$333K	0.29%	-112	13F-HR Timeline
Allegheny Financial Group	5,650	$333K	0.09%	-1,759	13F-HR Timeline
Sunbelt Securities, Inc.	5,640	$332K	0.03%	-753	13F-HR Timeline
AdvisorNet Financial, Inc	5,605	$330K	0.02%	+929	13F-HR Timeline
Pines Wealth Management, LLC	6,288	$329K	0.15%	-6,027	13F-HR Timeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/	5,586	$329K	<0.01%	+46	13F-HR Timeline Group
KELLY FINANCIAL GROUP LLC	5,562	$328K	0.1%	+424	13F-HR Timeline
HUB Investment Partners, LLC	5,561	$328K	0.01%	+989	13F-HR Timeline
Fortis Capital Advisors, LLC	5,528	$326K	0.07%	+354	13F-HR Timeline
Summit Financial, LLC	5,528	$326K	0.01%	-27	13F-HR Timeline
PERSONAL CFO SOLUTIONS, LLC	5,473	$323K	0.07%	new	13F-HR Timeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…	5,443	$321K	0.01%	-747	13F-HR Timeline Group
Syntegra Private Wealth Group, LLC	5,440	$321K	0.04%	-948	13F-HR Timeline
Eagle Strategies LLC	5,429	$320K	0.06%	+470	13F-HR Timeline
Intelligence Driven Advisers, LLC	5,414	$319K	0.06%	0	13F-HR Timeline
Beverly Hills Private Wealth, LLC	5,393	$318K	0.06%	-1,078	13F-HR Timeline
Investment Advisory Group, LLC	5,378	$317K	0.11%	new	13F-HR Timeline
Beaird Harris Wealth Management, LLC	5,374	$317K	0.03%	+19	13F-HR Timeline
James J. Burns & Company, LLC	5,297	$312K	0.06%	-33	13F-HR Timeline
GatePass Capital, LLC	5,264	$310K	0.23%	+54	13F-HR Timeline
Crescent Grove Advisors, LLC	5,262	$310K	0.03%	0	13F-HR Timeline
Sage Mountain Advisors LLC	5,199	$306K	0.02%	0	13F-HR Timeline
Institute for Wealth Management, LLC.	5,190	$306K	0.04%	new	13F-HR Timeline
CARDIFF PARK ADVISORS, LLC	5,174	$305K	0.03%	0	13F-HR Timeline
Index Fund Advisors, Inc.	5,128	$302K	0.02%	0	13F-HR Timeline
Plante Moran Financial Advisors, LLC	5,108	$301K	0.03%	-523	13F-HR Timeline
MARINO, STRAM & ASSOCIATES LLC	5,056	$298K	0.07%	+45	13F-HR Timeline
INTEGRAL INVESTMENT ADVISORS, INC.	5,000	$295K	0.09%	-2,000	13F-HR Timeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC	4,961	$292K	0.18%	0	13F-HR Timeline
Opes Wealth Management LLC	4,958	$292K	0.06%	-433	13F-HR Timeline
Milestone Investment Advisors LLC	4,873	$287K	0.08%	-447	13F-HR Timeline
Ausdal Financial Partners, Inc.	4,852	$286K	0.02%	+433	13F-HR Timeline
UPTICK PARTNERS, LLC	4,813	$284K	0.1%	-312	13F-HR Timeline
Pointe Capital Management LLC	4,806	$283K	0.17%	+760	13F-HR Timeline
Accurate Wealth Management, LLC	5,003	$283K	0.05%	new	13F-HR Timeline
Total Wealth Planning, LLC	4,675	$276K	0.04%	0	13F-HR Timeline
ABC ARBITRAGE SAin group ABC ARBITRAGE SA	4,673	$275K	0.05%	new	13F-HR Timeline Group
Hirtle & Co., LLC	4,662	$275K	0.01%	0	13F-HR Timeline
Legacy Wealth Asset Management, LLC	4,593	$271K	0.07%	-20,762	13F-HR Timeline
Cambridge Financial Group, LLC	4,589	$271K	0.11%	0	13F-HR Timeline
RITHOLTZ WEALTH MANAGEMENT	4,585	$270K	0.01%	new	13F-HR Timeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…	4,574	$270K	0.03%	0	13F-HR Timeline Group
BRIGHTON JONES LLC	4,530	$267K	0.01%	-822	13F-HR Timeline
Avior Wealth Management, LLC	4,484	$264K	0.01%	-452	13F-HR Timeline
Washington Trust Bank	4,476	$264K	0.03%	-2,855	13F-HR TimelineThe filing omitted confidential holdings, a later amendment may add them.
McAdam, LLC	4,474	$264K	0.02%	-7,391	13F-HR Timeline
Prime Capital Investment Advisors, LLC	4,465	$263K	<0.01%	+447	13F-HR Timeline
SACHEM HILL LLC	4,460	$263K	0.05%	-65	13F-HR Timeline
W.H. Cornerstone Investments Inc.	4,457	$263K	0.18%	-467	13F-HR Timeline
SOA Wealth Advisors, LLC.	4,456	$263K	0.05%	0	13F-HR Timeline
Cape Investment Advisory, Inc.	4,450	$262K	0.1%	-1,104	13F-HR Timeline
ELEVATION WEALTH PARTNERS, LLC	4,440	$262K	0.11%	0	13F-HR Timeline