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Disclosery

EFV ISHARES TR

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SHS (fund)

1,063 managers (1,074 13F filers) reported a position in EFV shares at 2025-06-30, 375,530,773 shares in all. 101 filers opened a position and 44 filers sold out during the quarter.

Managers
1,063
13F filers
1,074
New
101
Added
557
Reduced
256
Sold out
44
Shares held by filers
375,530,773

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Madden Advisory Services, Inc.13,559$861K0.37%+27713F-HRTimeline
EWA, LLC13,550$860K0.27%+2,72813F-HRTimeline
Quotient Wealth Partners, LLC13,410$851K0.03%+94513F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC13,343$847K0.01%+50713F-HRTimeline
Tillman Hartley LLC13,166$836K0.24%new13F-HRTimeline
OPINICUS CAPITAL, INC.13,079$830K0.63%-6913F-HRTimeline
Asset Dedication, LLC13,070$830K0.06%+13613F-HRTimeline
Quantinno Capital Management LP13,030$827K<0.01%+8,79813F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…13,020$827K0.01%+613F-HRTimelineGroup
Magnus Financial Group LLC12,981$824K0.07%+4,05013F-HRTimeline
Virtus Family Office LLC12,942$822K1.05%+2,79613F-HRTimeline
Hardin Capital Partners, LLC12,907$821K0.48%-2913F-HRTimeline
FLP Wealth Management, LLC12,894$819K2.3%+49113F-HRTimeline
Perennial Investment Advisors, LLC12,736$808K0.08%+3,03413F-HRTimeline
Transce3nd, LLC12,680$805K0.34%-15,17613F-HRTimeline
Rialto Wealth Management, LLC12,663$804K0.22%013F-HRTimeline
MGB Wealth Management, LLC12,496$793K0.26%new13F-HRTimeline
Aurelius Family Office LLC12,312$782K0.37%-1,58113F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.12,188$774K0.04%-4,72313F-HRTimelineGroup
GWN SECURITIES INC.12,124$772K0.14%-17,70413F-HRTimeline
Fulcrum Equity Management11,966$760K0.78%+3,90113F-HRTimeline
Pinnacle Family Advisors, LLC11,950$759K0.37%+2,27313F-HRTimeline
25 LLC11,899$755K0.28%+4113F-HRTimeline
Martin Worley Group11,873$754K0.37%-4413F-HRTimeline
Western Wealth Management, LLC11,832$751K0.04%+3,30013F-HRTimeline
Sound Financial Strategies Group, LLC11,745$746K0.63%-5513F-HRTimeline
Avantra Family Wealth, Inc.11,694$742K0.61%-7,34113F-HRTimeline
Pallas Capital Advisors LLC11,625$738K0.03%-10013F-HRTimeline
Accurate Wealth Management, LLC11,442$734K0.11%+6,43913F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC11,565$734K0.02%new13F-HRTimeline
Foster Group, Inc.11,520$731K0.03%-19513F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC11,457$727K<0.01%-3,50513F-HRTimelineGroup
Ascentis Wealth Management, LLCgroup of 2 filers holding11,348$721K-706Timeline
Manhattan West Asset Management, LLC11,234$713K0.16%+24013F-HRTimeline
Consolidated Portfolio Review Corp10,943$695K0.1%new13F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC10,900$692K0.17%+4,33313F-HRTimeline
BWM Planning, LLC10,860$689K0.24%013F-HRTimeline
Capital Investment Advisory Services, L…10,768$684K0.06%+84413F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC10,615$674K<0.01%-9,38513F-HRTimelineGroup
First Citizens Asset Management, Inc.10,518$668K0.24%-24313F-HR/ATimeline
OLD NATIONAL BANCORP /IN/10,482$665K0.01%new13F-HRTimeline
Ariadne Wealth Management, LP9,845$658K0.31%013F-HRTimeline
MISSION WEALTH MANAGEMENT, LP10,367$658K0.01%+1313F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS10,334$656K<0.01%+6,40413F-HRTimelineGroup
TWIN FOCUS CAPITAL PARTNERS, LLC10,220$649K0.09%+6,12013F-HRTimeline
Herold Advisors, Inc.10,211$648K0.14%+4,49313F-HRTimeline
Turtle Creek Wealth Advisors, LLC10,204$648K0.08%013F-HRTimeline
Waldron Private Wealth LLC10,169$646K0.03%+813F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC10,131$643K0.01%+19313F-HRTimeline
Ausdal Financial Partners, Inc.10,114$642K0.04%+5,26213F-HRTimeline
Hemington Wealth Management10,070$639K0.09%+1413F-HRTimeline
Fragasso Financial Advisors Inc10,001$635K0.04%+2613F-HRTimeline
Advyzon Investment Management, LLC9,988$634K0.14%+6,62313F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO9,958$632K0.01%+1,87613F-HRTimeline
Fisher Asset Management, LLC9,949$632K<0.01%+3,88013F-HRTimeline
CONNING INC.in group CONNING INC.9,932$630K0.02%013F-HRTimelineGroup
Legacy Edge Advisors, LLC9,863$626K0.08%+2,71113F-HRTimeline
Stokes Family Office, LLC9,828$624K0.07%+5,87413F-HRTimeline
Argent Trust Co9,740$618K0.02%+2,10013F-HRTimeline
Cherry Tree Wealth Management, LLC9,731$618K0.14%013F-HRTimeline
Empirical Asset Management, LLC9,561$607K0.19%+1,43313F-HRTimeline
Valeo Financial Advisors, LLC9,561$607K0.01%-23913F-HR/ATimeline
Midwest Heritage Bank, FSB9,470$601K0.23%+29913F-HRTimeline
MAI Capital Management9,449$600K<0.01%+1,52413F-HRTimeline
MOTIVE WEALTH ADVISORS9,437$599K0.27%013F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC9,394$596K0.17%+1,66913F-HRTimelineGroup
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …9,370$595K0.13%-86413F-HRTimelineGroup
Summit Financial, LLC9,360$594K0.01%+3,83213F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT9,329$592K0.04%+2,90013F-HRTimeline
Samalin Investment Counsel, LLC9,175$582K0.22%+7213F-HRTimeline
Financial Perspectives, Inc9,166$582K0.18%+52313F-HRTimeline
BCS Wealth Management9,141$580K0.12%+64613F-HRTimeline
Lodestone Wealth Management LLC9,068$576K0.28%-11513F-HRTimeline
Pure Financial Advisors, LLC9,058$575K0.01%+59513F-HRTimeline
Ritter Daniher Financial Advisory LLC /…8,998$571K0.14%013F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP8,959$569K0.01%+2,20013F-HRTimeline
MIdWestOne Financial Group, Inc.8,919$566K0.07%013F-HRTimeline
Vermillion & White Wealth Management Gr…8,872$563K0.37%013F-HRTimeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC8,800$559K0.03%013F-HRTimeline
GHP Investment Advisors, Inc.8,775$557K0.02%-20413F-HRTimeline
Bryn Mawr Trust Advisors, LLC8,732$554K0.03%+95913F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD8,666$550K<0.01%013F-HRTimelineGroup
Argent Advisors, Inc.8,633$548K0.17%+36313F-HRTimeline
GatePass Capital, LLC8,632$548K0.36%+3,36813F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …8,629$548K0.11%-1,01113F-HRTimeline
Hill Investment Group Partners, LLC8,556$543K0.07%+11313F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.8,538$542K0.04%-16313F-HRTimelineGroup
Clayton Financial Group LLC8,462$537K0.64%-44,91513F-HRTimeline
Cornerstone Wealth Management, LLC8,450$536K0.03%-26213F-HRTimeline
Milestone Asset Management Group, LLC8,389$533K0.39%+6413F-HRTimeline
Fairvoy Private Wealth, LLC8,319$528K0.13%+5313F-HRTimeline
QUARRY HILL ADVISORS, LLC8,314$528K0.31%+10513F-HRTimeline
Continuum Advisory, LLC8,294$527K0.06%+1,35413F-HRTimeline
Michels Family Financial, LLC8,155$518K0.44%+10813F-HRTimeline
American Trust8,083$513K0.05%new13F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC8,054$511K0.1%+11713F-HRTimeline
BRIGHTON JONES LLC8,043$511K0.01%+3,51313F-HRTimeline
EVOKE WEALTH, LLC8,037$510K0.01%new13F-HRTimeline
CGN Advisors LLC8,008$508K0.05%-613F-HRTimeline
Prosperity Planning, Inc.8,003$508K0.15%+1,37513F-HRTimeline
Red Tortoise LLC7,966$506K0.25%+17113F-HRTimeline
Harbour Capital Advisors, LLC7,859$502K0.11%013F-HRTimeline
Lauterbach Financial Advisors, LLC7,865$499K0.27%+19313F-HRTimeline
Allegiance Financial Group Advisory Ser…7,864$499K0.13%+4,26013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.7,790$495K<0.01%+70513F-HRTimelineGroup
Curi Capital, LLC7,776$494K0.01%new13F-HRTimeline
CLARIS ADVISORS, LLC / MO /7,766$493K0.17%+16613F-HRTimeline
Moors & Cabot, Inc.7,757$492K0.02%-44113F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…7,741$492K0.06%+1,76413F-HRTimeline
Pinnacle Bancorp, Inc.7,740$491K0.15%+1113F-HRTimeline
Portside Wealth Group, LLC7,717$490K0.07%+93613F-HRTimeline
Syntegra Private Wealth Group, LLC7,701$489K0.05%+2,26113F-HRTimeline
Washington Trust Bank7,676$487K0.04%+3,20013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Balance Wealth Partners LLC7,675$487K0.29%-3,78013F-HRTimeline
Center for Financial Planning, Inc.7,611$483K0.06%013F-HRTimeline
Cassaday & Co Wealth Management LLC7,566$480K0.01%-56413F-HRTimeline
Sachetta, LLC7,500$476K0.19%-58313F-HRTimeline
Palisade Asset Management, LLC7,470$474K0.05%013F-HRTimeline
SMART Wealth LLC7,376$468K0.15%+73913F-HRTimeline
Decker Retirement Planning Inc.7,366$468K0.27%-90713F-HRTimeline
Aerodigm Wealth, LLC7,316$464K0.22%-2013F-HRTimeline
Tranquility Partners, LLC7,293$463K0.17%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB7,247$460K0.01%-12213F-HRTimeline
Beverly Hills Private Wealth, LLC7,222$458K0.09%+1,82913F-HRTimeline
Lloyd Advisory Services, LLC.7,210$458K0.22%-27613F-HRTimeline
Talisman Wealth Advisors LLC7,175$455K0.42%+61113F-HRTimeline
Wambolt & Associates, LLC7,053$449K0.15%-613F-HRTimeline
Wedmont Private Capital6,945$446K0.02%+55013F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.7,023$446K<0.01%-44813F-HRTimeline
Pointe Capital Management LLC6,993$444K0.23%+2,18713F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.6,986$443K0.03%new13F-HRTimelineGroup
Cape Investment Advisory, Inc.6,973$443K0.16%+2,52313F-HRTimeline
Wealthfront Advisers LLC6,941$441K<0.01%-1,44313F-HRTimeline
MainStreet Investment Advisors LLC6,938$440K0.06%013F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC6,915$439K0.01%new13F-HRTimeline
Gilman Hill Asset Management, LLC6,904$438K0.07%+55013F-HRTimeline
Allegheny Financial Group6,850$435K0.1%+1,20013F-HRTimeline
Squire Investment Management Company, L…6,844$434K0.16%-2,57913F-HRTimeline
AdvisorNet Financial, Inc6,809$432K0.03%+1,20413F-HRTimeline
PBMares Wealth Management LLC6,716$426K0.08%-37413F-HRTimeline
Atlas Private Wealth Advisors6,694$425K0.05%+20713F-HRTimeline
Keystone Wealth Services, LLC6,688$425K0.1%+513F-HRTimeline
Parkworth Wealth Management, Inc.6,686$424K0.31%+14113F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC6,593$418K<0.01%-1,23913F-HRTimelineGroup
OLIVER LAGORE VANVALIN INVESTMENT GROUP7,061$416K0.16%13F-HRTimeline
Fermata Advisors, LLC6,533$415K0.11%-22213F-HRTimeline
Midwest Capital Advisors, LLC6,505$413K0.22%-45513F-HRTimeline
UPTICK PARTNERS, LLC6,482$411K0.12%+1,66913F-HRTimeline
NOVUS ADVISORS, LLC6,475$411K0.63%-50913F-HRTimeline
Northwest Bancshares, Inc.6,470$411K0.07%-1813F-HRTimeline
Kovack Advisors, Inc.6,425$408K0.04%-1,91113F-HRTimeline
SwitchPoint Financial Planning, LLC6,415$407K0.33%new13F-HRTimeline
DGS Capital Management, LLCin group DGS Capital Management, LLC6,400$406K0.08%-27313F-HRTimelineGroup
EVOLUTION WEALTH MANAGEMENT INC.6,327$402K0.49%13F-HRTimeline
PARTNERS CAPITAL INVESTMENT GROUP, LLP6,324$401K0.02%-6,32313F-HRTimeline
Pines Wealth Management, LLC6,248$400K0.14%-4013F-HRTimeline
Well Done, LLC6,225$395K0.07%+1,44013F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.6,205$394K0.01%-3,75313F-HRTimelineGroup
CAP Partners, LLC6,164$391K0.25%-34313F-HRTimeline
Meridian Wealth Management, LLC6,160$391K0.02%+1713F-HRTimeline
Bordeaux Wealth Advisors LLC6,057$384K0.05%013F-HRTimeline
TWO SIGMA SECURITIES, LLC6,052$384K0.05%-6,50913F-HRTimeline
Copia Wealth Management6,048$384K0.32%-33413F-HRTimeline
Aaron Wealth Advisors LLC6,031$383K0.04%+10513F-HRTimeline
Shotwell Rutter Baer Inc5,957$381K0.26%-19813F-HRTimeline
Rehmann Capital Advisory Group5,986$380K0.02%+1,77113F-HRTimeline
Tanglewood Wealth Management, Inc.5,972$379K0.04%013F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC5,965$379K0.04%+16213F-HRTimelineGroup
Wharton Business Group, LLC5,960$378K0.02%013F-HRTimeline
REAP Financial Group, LLC5,888$374K0.09%+11513F-HRTimeline
New Republic Capital, LLC5,887$374K0.13%+6113F-HRTimeline
Veracity Capital LLC5,886$374K0.13%new13F-HRTimeline
Foundry Financial Group, Inc.5,878$373K0.21%new13F-HRTimeline
LOCKERMAN FINANCIAL GROUP, INC.5,852$371K0.5%new13F-HRTimeline
Hilltop National Bank5,850$371K0.1%13F-HRTimeline
TRUST POINT INC.5,849$371K0.04%-25613F-HRTimeline
Wilmington Savings Fund Society, FSB5,795$368K0.01%+2,27313F-HRTimeline
Capstone Wealth Management, LLC5,769$366K0.32%013F-HRTimeline
Citizens Business Bank5,756$365K0.07%013F-HRTimeline
Hippocratic Financial Advisors, LLC5,755$365K0.2%013F-HRTimeline
James J. Burns & Company, LLC5,716$363K0.06%+41913F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC5,710$362K0.16%-3313F-HRTimeline
KELLY FINANCIAL GROUP LLC5,627$357K0.1%+6513F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…5,589$355K0.02%-9,32913F-HRTimelineGroup
Hobart Private Capital, LLC5,502$349K0.08%-69413F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC5,494$349K0.07%+43813F-HRTimeline
Americana Partners, LLC5,488$348K0.01%new13F-HRTimeline
Laird Norton Wetherby Wealth Management…5,430$345K0.02%13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/5,425$344K<0.01%-16113F-HR/ATimelineGroup
Intelligence Driven Advisers, LLC5,414$344K0.05%013F-HRTimeline
Gladstone Institutional Advisory LLC5,410$343K0.01%new13F-HRTimeline
Investment Advisory Group, LLC5,382$342K0.1%+413F-HRTimeline
Global Financial Private Client, LLC5,365$341K0.13%+1,89313F-HRTimeline
Fortis Advisors, LLC5,364$340K0.22%new13F-HRTimeline
Plante Moran Financial Advisors, LLC5,290$336K0.02%+18213F-HRTimeline
Sunbelt Securities, Inc.6,393$335K0.03%+75313F-HRTimeline
RHS Financial, LLC5,277$335K0.19%-6,61213F-HRTimeline
Crescent Grove Advisors, LLC5,262$334K0.03%013F-HRTimeline
CARDIFF PARK ADVISORS, LLC5,220$331K0.03%+4613F-HRTimeline
Sage Mountain Advisors LLC5,199$330K0.02%013F-HRTimeline