EFV ISHARES TR

SHS (fund)

1,107 managers (1,118 13F filers) reported a position in EFV shares at 2025-09-30, 350,281,250 shares in all. 98 filers opened a position and 47 filers sold out during the quarter.

Managers: 1,107
13F filers: 1,118
New: 98
Added: 354
Reduced: 442
Sold out: 47
Shares held by filers: 350,281,250

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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.

Holder	Shares	Value	% of portfolio	Change	Source
EWA, LLC	13,464	$913K	0.25%	-86	13F-HR Timeline
BRIDGES INVESTMENT MANAGEMENT INC	13,369	$907K	0.01%	+26	13F-HR Timeline
American Financial Advisors, LLC	13,349	$905K	0.12%	-307	13F-HR Timeline
Turtle Creek Wealth Advisors, LLC	13,338	$905K	0.08%	+3,134	13F-HR Timeline
PUREfi Wealth, LLC	13,227	$897K	0.69%	-1,483	13F-HR Timeline
MN Wealth Advisors, LLC	13,203	$896K	0.48%	-4,845	13F-HR Timeline
STEPHENS INC /AR/in group Stephens Investment Managemen…	13,118	$890K	0.01%	+98	13F-HR Timeline Group
Quotient Wealth Partners, LLC	12,986	$881K	0.02%	-424	13F-HR Timeline
Stokes Family Office, LLC	12,952	$879K	0.08%	+3,124	13F-HR Timeline
Hardin Capital Partners, LLC	12,907	$875K	0.47%	0	13F-HR Timeline
BEACON FINANCIAL GROUP	12,859	$872K	0.09%	-1,762	13F-HR Timeline
OPINICUS CAPITAL, INC.	12,856	$872K	0.6%	-223	13F-HR Timeline
M Holdings Securities, Inc.	12,798	$868K	0.18%	new	13F-HR Timeline
StoneX Group Inc.in group StoneX Group Inc.	12,575	$853K	0.04%	+387	13F-HR Timeline Group
Rialto Wealth Management, LLC	12,487	$847K	0.22%	-176	13F-HR Timeline
Ausdal Financial Partners, Inc.	12,432	$843K	0.04%	+2,318	13F-HR Timeline
Asset Dedication, LLC	12,337	$837K	0.06%	-733	13F-HR Timeline
GWN SECURITIES INC.	12,200	$830K	0.19%	+76	13F-HR Timeline
VestGen Investment Management	12,004	$814K	0.49%	-1,786	13F-HR Timeline
Net Worth Advisory Group	11,983	$813K	0.24%	-49,711	13F-HR Timeline
Ascentis Wealth Management, LLCgroup of 2 filers holding	11,976	$812K		+628	Timeline Ascentis Wealth Management, LLC: 7,698 (0.11%) 13F-HR Ascentis Independent Advisors: 4,278 (0.05%) 13F-HR
Sound Financial Strategies Group, LLC	11,975	$812K	0.59%	+230	13F-HR Timeline
Blue Capital, Inc.	11,950	$811K	0.6%	new	13F-HR Timeline
25 LLC	11,910	$808K	0.28%	+11	13F-HR Timeline
CHILTON INVESTMENT CO INC.	11,900	$807K	0.02%	new	13F-HR Timeline
Pinnacle Family Advisors, LLC	11,767	$798K	0.35%	-183	13F-HR Timeline
Aurelius Family Office LLC	11,426	$775K	0.34%	-886	13F-HR Timeline
One Capital Management, LLC	11,351	$770K	0.02%	-153,035	13F-HR Timeline
Portside Wealth Group, LLC	11,338	$769K	0.11%	+3,621	13F-HR Timeline
EVOLUTION WEALTH MANAGEMENT INC.	11,303	$767K	0.79%	+4,976	13F-HR/A Timeline
Manhattan West Asset Management, LLC	11,234	$762K	0.16%	0	13F-HR Timeline
Pallas Capital Advisors LLC	11,206	$760K	0.03%	-419	13F-HR Timeline
Accurate Wealth Management, LLC	11,183	$756K	0.1%	-259	13F-HR Timeline
CHILDRESS CAPITAL ADVISORS, LLC	10,900	$739K	0.14%	0	13F-HR Timeline
Savvy Advisors, Inc.	10,885	$738K	0.03%	-4,549	13F-HR Timeline
BWM Planning, LLC	10,860	$737K	0.22%	0	13F-HR Timeline
Foster Group, Inc.	10,825	$734K	0.02%	-695	13F-HR Timeline
FLP Wealth Management, LLC	10,742	$729K	2.05%	-2,152	13F-HR/A Timeline
Argent Trust Co	10,648	$722K	0.03%	+908	13F-HR Timeline
TWIN FOCUS CAPITAL PARTNERS, LLC	10,567	$717K	0.09%	+347	13F-HR Timeline
MISSION WEALTH MANAGEMENT, LP	10,460	$710K	0.01%	+93	13F-HR Timeline
Magnus Financial Group LLC	10,397	$705K	0.06%	-2,584	13F-HR Timeline
Moors & Cabot, Inc.	10,328	$701K	0.03%	+2,571	13F-HR Timeline
WHITTIER TRUST CO OF NEVADA INC	10,131	$696K	0.01%	0	13F-HR Timeline
Consolidated Portfolio Review Corp	10,252	$695K	0.09%	-691	13F-HR Timeline
Ariadne Wealth Management, LP	9,845	$694K	0.31%	0	13F-HR Timeline
Waldron Private Wealth LLC	10,169	$690K	0.03%	0	13F-HR Timeline
Fragasso Financial Advisors Inc	10,001	$687K	0.04%	0	13F-HR Timeline
Pure Financial Advisors, LLC	10,070	$683K	0.01%	+1,012	13F-HR Timeline
Hemington Wealth Management	10,070	$683K	0.09%	0	13F-HR Timeline
Financial Perspectives, Inc	9,871	$670K	0.19%	+705	13F-HR Timeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…	9,869	$669K	0.06%	new	13F-HR Timeline Group
GatePass Capital, LLC	9,864	$669K	0.39%	+1,232	13F-HR Timeline
TOWNSQUARE CAPITAL LLC	9,813	$666K	0.1%	-3,747	13F-HR Timeline
Capital Investment Advisory Services, L…	9,724	$660K	0.05%	-1,044	13F-HR Timeline
ALTFEST L J & CO INC	9,683	$657K	0.07%	-24,387	13F-HR Timeline
Caprock Group, LLC	9,763	$654K	0.02%		13F-HR Timeline
Cherry Tree Wealth Management, LLC	9,622	$653K	0.14%	-109	13F-HR Timeline
Perennial Investment Advisors, LLC	9,564	$649K	0.05%	-3,172	13F-HR Timeline
Midwest Heritage Bank, FSB	9,545	$647K	0.23%	+75	13F-HR Timeline
PEAPACK GLADSTONE FINANCIAL CORP	9,538	$647K	0.01%	+579	13F-HR Timeline
MOTIVE WEALTH ADVISORS	9,437	$640K	0.28%	0	13F-HR Timeline
Valeo Financial Advisors, LLC	9,402	$638K	0.01%	-159	13F-HR Timeline
Wealthfront Advisers LLC	9,362	$635K	<0.01%	+2,421	13F-HR Timeline
Etesian Wealth Advisors, Inc.	9,345	$634K	0.21%	+4,955	13F-HR Timeline
MGB Wealth Management, LLC	9,369	$633K	0.18%	-3,127	13F-HR Timeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …	9,263	$628K	0.11%	-107	13F-HR Timeline Group
Allegheny Financial Group	9,247	$627K	0.12%	+2,397	13F-HR Timeline
MAI Capital Management	9,182	$623K	<0.01%	-267	13F-HR Timeline
Fulcrum Equity Management	9,161	$621K	0.63%	-2,805	13F-HR Timeline
FLPUTNAM INVESTMENT MANAGEMENT CO	9,147	$620K	0.01%	-811	13F-HR Timeline
Samalin Investment Counsel, LLC	9,133	$620K	0.21%	-42	13F-HR Timeline
Summit Financial, LLC	9,110	$618K	0.01%	-250	13F-HR Timeline
Ritter Daniher Financial Advisory LLC /…	8,998	$610K	0.11%	0	13F-HR Timeline
Lodestone Wealth Management LLC	8,982	$609K	0.27%	-86	13F-HR Timeline
SMART Wealth LLC	8,951	$607K	0.23%	+1,575	13F-HR Timeline
MIdWestOne Financial Group, Inc.	8,919	$605K	0.07%	0	13F-HR Timeline
Bryn Mawr Trust Advisors, LLC	8,885	$603K	0.03%	+153	13F-HR Timeline
Vermillion & White Wealth Management Gr…	8,871	$602K	0.34%	-1	13F-HR Timeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC	8,800	$597K	0.03%	0	13F-HR Timeline
GHP Investment Advisors, Inc.	8,775	$595K	0.03%	0	13F-HR Timeline
BAM Wealth Management, LLC	8,674	$588K	0.46%		13F-HR Timeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD	8,666	$588K	<0.01%	0	13F-HR Timeline Group
TWO SIGMA SECURITIES, LLC	8,635	$586K	0.09%	+2,583	13F-HR Timeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …	8,629	$585K	0.1%	0	13F-HR Timeline
Keystone Wealth Services, LLC	8,549	$580K	0.13%	+1,861	13F-HR Timeline
NBT BANK, N.A.in group NBT BANK, N.A.	68	$579K	0.04%	-8,470	13F-HR Timeline Group
Hill Investment Group Partners, LLC	8,495	$576K	0.07%	-61	13F-HR Timeline
Decker Retirement Planning Inc.	8,494	$576K	0.32%	+1,128	13F-HR Timeline
Pointe Capital Management LLC	8,455	$574K	0.28%	+1,462	13F-HR Timeline
Milestone Asset Management Group, LLC	8,389	$569K	0.36%	0	13F-HR Timeline
Cornerstone Wealth Management, LLC	8,373	$568K	0.03%	-77	13F-HR Timeline
Fairvoy Private Wealth, LLC	8,313	$564K	0.13%	-6	13F-HR Timeline
Innova Wealth Partners	8,295	$563K	0.3%	+5,080	13F-HR Timeline
QUARRY HILL ADVISORS, LLC	8,294	$563K	0.29%	-20	13F-HR Timeline
Legacy Edge Advisors, LLC	8,289	$562K	0.07%	-1,574	13F-HR Timeline
American Trust	8,286	$562K	0.05%	+203	13F-HR Timeline
Talisman Wealth Advisors LLC	8,263	$560K	0.46%	+1,088	13F-HR Timeline
First Citizens Asset Management, Inc.	8,231	$558K	0.2%	-2,287	13F-HR/A Timeline
Visionary Wealth Advisors	8,185	$555K	0.03%	-8,707	13F-HR Timeline
Pinnacle Bancorp, Inc.	8,176	$555K	0.16%	+436	13F-HR Timeline
Continuum Advisory, LLC	8,073	$548K	0.06%	-221	13F-HR Timeline
RAFFA WEALTH MANAGEMENT, LLC	8,054	$546K	0.1%	0	13F-HR Timeline
BRIGHTON JONES LLC	8,028	$545K	0.01%	-15	13F-HR Timeline
Red Tortoise LLC	7,966	$540K	0.24%	0	13F-HR Timeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…	7,937	$538K	0.04%	+2,348	13F-HR Timeline Group
BCS Wealth Management	7,927	$538K	0.12%	-1,214	13F-HR Timeline
Argent Advisors, Inc.	7,913	$537K	0.16%	-720	13F-HR Timeline
Per Stirling Capital Management, LLC.	7,907	$536K	0.06%	-35,726	13F-HR Timeline
Curi Capital, LLC	7,906	$536K	0.01%	+130	13F-HR Timeline
Harbour Capital Advisors, LLC	7,859	$535K	0.11%	0	13F-HR Timeline
Empirical Asset Management, LLC	7,879	$534K	0.15%	-1,682	13F-HR Timeline
HAZLETT, BURT & WATSON, INC.	7,880	$534K	0.19%	+4,354	13F-HR Timeline
CGN Advisors LLC	7,836	$532K	0.04%	-172	13F-HR Timeline
MONECO ADVISORS, LLC	7,714	$523K	0.04%	-22,382	13F-HR Timeline
Montis Financial, LLC	7,621	$517K	0.12%	new	13F-HR Timeline
Center for Financial Planning, Inc.	7,611	$516K	0.06%	0	13F-HR Timeline
Balance Wealth Partners LLC	7,548	$512K	0.13%	-127	13F-HR Timeline
Lauterbach Financial Advisors, LLC	7,547	$512K	0.26%	-318	13F-HR Timeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…	7,530	$511K	0.02%	+2,430	13F-HR Timeline Group
Sachetta, LLC	7,500	$509K	0.19%	0	13F-HR Timeline
Palisade Asset Management, LLC	7,482	$508K	0.05%	+12	13F-HR Timeline
Cassaday & Co Wealth Management LLC	7,466	$506K	0.01%	-100	13F-HR Timeline
Vident Advisory, LLCin group Vident Advisory, LLC	7,369	$500K	<0.01%	+2,488	13F-HR Timeline Group
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.	7,345	$498K	<0.01%	-445	13F-HR Timeline Group
Tranquility Partners, LLC	7,293	$495K	0.17%	0	13F-HR Timeline
CLARIS ADVISORS, LLC / MO /	7,766	$493K	0.17%	0	13F-HR Timeline
Prosperity Planning, Inc.	7,186	$487K	0.13%	-817	13F-HR Timeline
Cape Investment Advisory, Inc.	7,177	$487K	0.48%	+204	13F-HR Timeline
Michels Family Financial, LLC	7,115	$483K	0.38%	-1,040	13F-HR Timeline
PFG Investments, LLC	7,109	$482K	0.03%	new	13F-HR Timeline
IEQ CAPITAL, LLC	7,083	$480K	<0.01%	new	13F-HR Timeline
MainStreet Investment Advisors LLC	6,938	$471K	0.06%	0	13F-HR Timeline
Gilman Hill Asset Management, LLC	6,904	$468K	0.07%	0	13F-HR Timeline
Lloyd Advisory Services, LLC.	6,865	$466K	0.22%	-345	13F-HR Timeline
Squire Investment Management Company, L…	6,844	$464K	0.15%	0	13F-HR Timeline
Aerodigm Wealth, LLC	6,768	$462K	0.19%	-548	13F-HR Timeline
NOVUS ADVISORS, LLC	6,804	$462K	1.06%	+329	13F-HR Timeline
Syntegra Private Wealth Group, LLC	6,799	$461K	0.04%	-902	13F-HR Timeline
Fermata Advisors, LLC	6,759	$458K	0.12%	+226	13F-HR Timeline
AdvisorNet Financial, Inc	6,758	$458K	0.03%	-51	13F-HR Timeline
MassMutual Private Wealth & Trust, FSB	6,693	$454K	0.01%	-554	13F-HR Timeline
PBMares Wealth Management LLC	6,670	$452K	0.07%	-46	13F-HR Timeline
Krilogy Financial LLC	6,394	$438K	0.02%	new	13F-HR Timeline
Well Done, LLC	6,455	$438K	0.07%	+230	13F-HR Timeline
Midwest Capital Advisors, LLC	6,423	$436K	0.21%	-82	13F-HR Timeline
SwitchPoint Financial Planning, LLC	6,415	$435K	0.32%	0	13F-HR Timeline
Spinnaker Investment Group, LLC	6,403	$434K	0.08%	new	13F-HR Timeline
Allegiance Financial Group Advisory Ser…	6,337	$430K	0.1%	-1,527	13F-HR Timeline
PARTNERS CAPITAL INVESTMENT GROUP, LLP	6,324	$429K	0.02%	0	13F-HR Timeline
Lion Street Advisors, LLC	8,244	$429K	0.15%	-7,768	13F-HR Timeline
Northwest Bancshares, Inc.	6,283	$426K	0.07%	-187	13F-HR Timeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC	6,234	$423K	0.13%	-3,160	13F-HR Timeline Group
Meridian Wealth Management, LLC	6,232	$423K	0.02%	+72	13F-HR Timeline
Forvis Mazars Wealth Advisors, LLC	6,220	$422K	0.01%	new	13F-HR Timeline
AlTi Global, Inc.in group AlTi Global, Inc.	6,205	$421K	0.01%	0	13F-HR Timeline Group
FOUNDERS FINANCIAL SECURITIES LLC	6,188	$420K	0.03%	new	13F-HR Timeline
Laird Norton Wetherby Wealth Management…	6,178	$419K	0.02%	+748	13F-HR Timeline
Horizon Investments, LLC	6,170	$419K	0.01%	new	13F-HR Timeline
Gilliland Jeter Wealth Management LLC	6,043	$410K	0.13%	+2,813	13F-HR Timeline
Aaron Wealth Advisors LLC	6,031	$409K	0.02%	0	13F-HR Timeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.	6,014	$408K	0.02%	-972	13F-HR Timeline Group
DGS Capital Management, LLCin group DGS Capital Management, LLC	6,007	$407K	0.07%	-393	13F-HR Timeline Group
Pines Wealth Management, LLC	6,003	$407K	0.14%	-245	13F-HR Timeline
Midwest Trust Co	5,992	$406K	0.01%	+1,664	13F-HR Timeline
CAP Partners, LLC	5,982	$406K	0.23%	-182	13F-HR Timeline
Tanglewood Wealth Management, Inc.	5,972	$405K	0.04%	0	13F-HR Timeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC	5,965	$405K	0.03%	0	13F-HR Timeline Group
Copia Wealth Management	5,916	$401K	0.3%	-132	13F-HR Timeline
Foundry Financial Group, Inc.	5,878	$399K	0.21%	0	13F-HR Timeline
Hilltop National Bank	5,876	$399K	0.1%	+26	13F-HR Timeline
TRUST POINT INC.	5,849	$397K	0.03%	0	13F-HR Timeline
REAP Financial Group, LLC	5,774	$392K	0.09%	-114	13F-HR Timeline
Acorn Wealth Advisors, LLC	5,770	$391K	0.12%	new	13F-HR Timeline
Capstone Wealth Management, LLC	5,769	$391K	0.3%	0	13F-HR Timeline
Citizens Business Bank	5,756	$390K	0.07%	0	13F-HR Timeline
Hippocratic Financial Advisors, LLC	5,755	$390K	0.19%	0	13F-HR Timeline
DOPKINS WEALTH MANAGEMENT, LLC	5,710	$387K	0.16%	0	13F-HR Timeline
CONNING INC.in group CONNING INC.	5,670	$385K	0.01%	-4,262	13F-HR Timeline Group
James J. Burns & Company, LLC	5,660	$384K	0.06%	-56	13F-HR Timeline
UPTICK PARTNERS, LLC	5,634	$382K	0.1%	-848	13F-HR Timeline
ELEVATION POINT WEALTH PARTNERS, LLC	5,621	$381K	0.03%	-83,255	13F-HR Timeline
Sunbelt Securities, Inc.	5,586	$379K	0.03%	-807	13F-HR Timeline
BECKER CAPITAL MANAGEMENT INC	5,585	$379K	0.01%	new	13F-HR Timeline
KELLY FINANCIAL GROUP LLC	5,585	$379K	0.1%	-42	13F-HR Timeline
Beaird Harris Wealth Management, LLC	5,551	$377K	0.03%	+484	13F-HR Timeline
Kovack Advisors, Inc.	5,546	$376K	0.04%	-879	13F-HR Timeline
Plante Moran Financial Advisors, LLC	5,524	$375K	0.02%	+234	13F-HR Timeline
Americana Partners, LLC	5,524	$375K	0.01%	+36	13F-HR Timeline
Wharton Business Group, LLC	5,515	$374K	0.02%	-445	13F-HR Timeline
MARINO, STRAM & ASSOCIATES LLC	5,494	$373K	0.07%	0	13F-HR Timeline
Shotwell Rutter Baer Inc	5,460	$373K	0.24%	-497	13F-HR Timeline
LIFE LINE WEALTH MANAGEMENT LLC	5,432	$368K	0.11%	+496	13F-HR Timeline
SYNOVUS FINANCIAL CORP	5,421	$368K	<0.01%	new	13F-HR Timeline
Intelligence Driven Advisers, LLC	5,414	$367K	0.05%	0	13F-HR Timeline
Beverly Hills Private Wealth, LLC	5,352	$363K	0.06%	-1,870	13F-HR Timeline
Investment Advisory Group, LLC	5,332	$362K	0.1%	-50	13F-HR Timeline
Hobart Private Capital, LLC	5,330	$362K	0.08%	-172	13F-HR Timeline
Facet Wealth, Inc.	5,294	$359K	0.01%	+560	13F-HR Timeline
RHS Financial, LLC	5,277	$358K	0.19%	0	13F-HR Timeline