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Disclosery

EFV ISHARES TR

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SHS (fund)

1,222 managers (1,237 13F filers) reported a position in EFV shares at 2025-12-31, 342,947,584 shares in all. 100 filers opened a position and 57 filers sold out during the quarter.

Managers
1,222
13F filers
1,237
New
100
Added
434
Reduced
435
Sold out
57
Shares held by filers
342,947,584

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
B.O.S.S. Retirement Advisors, LLC16,923$1.21M0.38%-31,43713F-HRTimeline
Portside Wealth Group, LLC16,864$1.2M0.16%+5,52613F-HRTimeline
Ascension Capital Advisors, Inc.16,815$1.2M0.41%013F-HRTimeline
Private Wealth Asset Management, LLC16,745$1.2M0.13%+34513F-HRTimeline
Atlantic Edge Private Wealth Management…16,740$1.2M0.3%-2,17913F-HRTimeline
Evanson Asset Management, LLC16,684$1.19M0.06%+1,04213F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC16,580$1.18M0.03%013F-HRTimeline
Horizon Investments, LLC16,563$1.18M0.01%+10,39313F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…16,549$1.18M0.1%+6,68013F-HRTimelineGroup
FOUNDERS FINANCIAL SECURITIES LLC16,343$1.17M0.07%+10,15513F-HRTimeline
Falcon Wealth Planning16,329$1.17M0.1%-1,79213F-HRTimeline
Fonville Wealth Management LLC16,168$1.15M0.24%+1013F-HRTimeline
Horizon Wealth Management, LLC16,150$1.15M0.18%new13F-HRTimeline
First Citizens Financial Corp16,132$1.15M0.57%+30513F-HRTimeline
Quest 10 Wealth Builders, Inc.16,082$1.15M1.03%+2013F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding15,966$1.14M+87Timeline
OLD NATIONAL BANCORP /IN/15,895$1.14M0.02%-62813F-HRTimeline
Sound Income Strategies, LLC15,361$1.13M0.05%-8,98913F-HRTimeline
Madden Advisory Services, Inc.15,740$1.12M0.45%+48913F-HRTimeline
BCS Wealth Management15,686$1.12M0.11%+7,75913F-HRTimeline
Semus Wealth Partners LLC15,663$1.12M0.6%-74313F-HRTimeline
Richmond Investment Services, LLC15,548$1.11M0.19%+19513F-HRTimeline
J. Derek Lewis & Associates Inc.15,368$1.1M0.26%13F-HRTimeline
ARK & TLK INVESTMENTS, LLC15,273$1.09M0.3%013F-HRTimeline
Sierra Capital LLC15,250$1.09M0.12%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp15,245$1.09M0.05%+1,32213F-HRTimelineGroup
WORLD EQUITY GROUP, INC.15,244$1.09M0.3%-59,22813F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…14,359$1.09M0.01%013F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…15,194$1.09M0.01%-76413F-HRTimelineGroup
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC15,146$1.08M0.02%+3013F-HRTimeline
LUTS & GREENLEIGH GROUP, INC.15,094$1.08M0.92%+18713F-HRTimeline
NWAM LLC14,447$1.07M0.06%-23,16913F-HRTimeline
Intrua Financial, LLC14,629$1.04M0.11%-2,64013F-HRTimeline
O'Connor Financial Group LLC14,143$1.04M0.42%-21613F-HRTimeline
Legacy Wealth Partners, LLC14,599$1.04M0.27%13F-HRTimeline
Resurgent Financial Advisors LLC14,532$1.04M0.52%-2,69713F-HRTimeline
FIDUCIARY ADVISORS, INC.14,507$1.04M0.79%-77913F-HRTimeline
Turtle Creek Wealth Advisors, LLC14,422$1.03M0.08%+1,08413F-HRTimeline
ASL Financial, LLC14,421$1.03M0.81%13F-HRTimeline
EWA, LLC14,357$1.03M0.25%+89313F-HRTimeline
McCartney Wealth Management LLC13,913$994K0.86%13F-HRTimeline
GFS Advisors, LLC13,831$988K0.12%013F-HRTimeline
Mesirow Financial Investment Management…13,788$985K0.02%-1,75813F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…13,720$980K0.03%-1,10413F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…13,686$977K0.04%+5,74913F-HRTimelineGroup
Ascentis Wealth Management, LLCgroup of 2 filers holding13,453$961K+1,477Timeline
Unique Wealth Strategies, LLC13,421$958K0.38%-99713F-HRTimeline
Financial Management Professionals, Inc.13,395$957K0.1%-2,21413F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC13,369$955K0.01%013F-HRTimeline
D.A. DAVIDSON & CO.13,264$947K0.01%-52713F-HRTimeline
IEQ CAPITAL, LLC13,170$940K<0.01%+6,08713F-HRTimeline
Central Pacific Bank - Trust Division13,146$939K0.12%new13F-HRTimeline
Lantern Wealth Advisors, LLC13,130$938K0.5%-1,68413F-HRTimeline
American Financial Advisors, LLC12,992$928K0.12%-35713F-HRTimeline
VestGen Investment Management12,915$922K0.51%+91113F-HRTimeline
Hardin Capital Partners, LLC12,912$922K0.44%+513F-HRTimeline
Heritage Family Offices, LLP12,827$916K0.42%-1,35713F-HRTimeline
OPINICUS CAPITAL, INC.12,806$914K0.64%-5013F-HRTimeline
Stokes Family Office, LLC12,701$907K0.08%-25113F-HRTimeline
Argent Trust Co12,620$901K0.03%+1,97213F-HRTimeline
FLP Wealth Management, LLC12,610$900K2.13%+1,86813F-HR/ATimeline
Rialto Wealth Management, LLC12,487$892K0.21%013F-HRTimeline
NORTHLAND SECURITIES, INC.12,448$889K0.85%13F-HRTimeline
Rehmann Capital Advisory Group12,404$886K0.05%+7,73313F-HRTimeline
MN Wealth Advisors, LLC12,381$884K0.45%-82213F-HRTimeline
JT Stratford LLC12,366$883K0.11%-1,70913F-HRTimeline
Asset Dedication, LLC12,337$881K0.06%013F-HRTimeline
GeoWealth Management, LLC12,263$876K0.03%-38,92713F-HRTimeline
BEACON FINANCIAL GROUP12,245$874K0.09%-61413F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…12,122$866K<0.01%new13F-HRTimeline
25 LLC12,056$861K0.27%+14613F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.12,035$859K0.04%-54013F-HRTimelineGroup
Wealthfront Advisers LLC11,954$854K<0.01%+2,59213F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC11,931$852K0.02%-2,08713F-HRTimeline
CHILTON INVESTMENT CO INC.11,900$850K0.02%013F-HRTimeline
SMART Wealth LLC11,889$849K0.26%+2,93813F-HRTimeline
Sound Financial Strategies Group, LLC11,878$848K0.6%-9713F-HRTimeline
PUREfi Wealth, LLC11,770$840K0.64%-1,45713F-HRTimeline
CAMBIENT FAMILY OFFICE, LLC11,659$833K0.12%13F-HRTimeline
Legacy Wealth Asset Management, LLC11,625$830K0.2%+7,03213F-HRTimeline
Capital Investment Advisory Services, L…11,622$830K0.06%+1,89813F-HRTimeline
Manhattan West Asset Management, LLC11,490$821K0.17%+25613F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC11,391$813K<0.01%new13F-HRTimelineGroup
Allegheny Financial Group11,324$809K0.12%+2,07713F-HRTimeline
Accurate Wealth Management, LLC11,149$808K0.1%-3413F-HRTimeline
Balefire, LLC11,302$807K0.16%new13F-HRTimeline
Pallas Capital Advisors LLC11,277$805K0.03%+7113F-HRTimeline
BWM Planning, LLC11,167$797K0.21%+30713F-HRTimeline
Northwest Capital Management Inc11,045$789K3.42%-53,19413F-HRTimeline
Financial Perspectives, Inc11,007$786K0.21%+1,13613F-HRTimeline
MAI Capital Management11,000$785K<0.01%+1,81813F-HRTimeline
Integrated Advisors Network LLC10,963$783K0.03%-7,01713F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC10,900$778K0.12%013F-HRTimeline
Ariadne Wealth Management, LP9,845$777K0.32%013F-HRTimeline
Keystone Wealth Services, LLC10,874$777K0.16%+2,32513F-HRTimeline
Foster Group, Inc.10,814$772K0.02%-1113F-HRTimeline
Per Stirling Capital Management, LLC.10,722$766K0.09%+2,81513F-HRTimeline
VERITY Wealth Advisors10,635$759K0.47%new13F-HRTimeline
MISSION WEALTH MANAGEMENT, LP10,466$747K0.02%+613F-HRTimeline
Blue Capital, Inc.10,449$746K0.53%-1,50113F-HRTimeline
Ausdal Financial Partners, Inc.10,418$744K0.03%-2,01413F-HRTimeline
Moors & Cabot, Inc.10,398$742K0.03%+7013F-HRTimeline
Savvy Advisors, Inc.10,363$740K0.02%-52213F-HRTimeline
Magnus Financial Group LLC10,361$740K0.06%-3613F-HRTimeline
Alta Wealth Advisors LLC10,356$740K0.25%new13F-HRTimeline
PFG Investments, LLC10,318$737K0.03%+3,20913F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC10,131$733K0.02%013F-HRTimeline
Pinnacle Family Advisors, LLC10,222$730K0.32%-1,54513F-HRTimeline
Waldron Private Wealth LLC10,176$727K0.03%+713F-HRTimeline
Fragasso Financial Advisors Inc10,101$721K0.04%+10013F-HRTimeline
Fisher Asset Management, LLC10,097$721K<0.01%+5,00313F-HRTimeline
Cherry Tree Wealth Management, LLC10,031$716K0.15%+40913F-HRTimeline
HB Wealth Management, LLC9,912$708K<0.01%new13F-HRTimeline
Aurelius Family Office LLC9,704$704K0.3%-1,72213F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP9,845$703K0.01%+30713F-HRTimeline
Stirlingshire Investments, Inc.9,778$698K0.62%13F-HRTimeline
ALTFEST L J & CO INC9,744$696K0.08%+6113F-HRTimeline
Pure Financial Advisors, LLC9,732$695K0.01%-33813F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO9,725$694K0.01%+57813F-HRTimeline
GWN SECURITIES INC.9,711$694K0.14%-2,48913F-HRTimeline
Caprock Group, LLC9,709$693K0.01%-5413F-HRTimeline
Parallel Advisors, LLC9,697$693K0.01%+5,45813F-HRTimeline
Samalin Investment Counsel, LLC9,651$689K0.24%+51813F-HRTimeline
Pointe Capital Management LLC9,564$683K0.34%+1,10913F-HRTimeline
Centennial Advisors, LLC9,494$678K0.88%13F-HRTimeline
Decker Retirement Planning Inc.9,438$674K0.34%+94413F-HRTimeline
MOTIVE WEALTH ADVISORS9,437$674K0.29%013F-HRTimeline
Aegis Wealth Management, Inc.9,430$673K0.53%13F-HRTimeline
Bison Wealth, LLC9,433$672K0.08%new13F-HRTimeline
HAZLETT, BURT & WATSON, INC.9,395$670K0.21%+1,51513F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC9,330$666K0.11%13F-HRTimeline
Montis Financial, LLC9,303$664K0.13%+1,68213F-HRTimeline
Midwest Heritage Bank, FSB9,208$658K0.23%-33713F-HRTimeline
Valeo Financial Advisors, LLC9,118$651K0.01%-28413F-HRTimeline
Quotient Wealth Partners, LLC9,045$646K0.02%-3,94113F-HRTimeline
Ritter Daniher Financial Advisory LLC /…8,998$643K0.11%013F-HRTimeline
Fulcrum Equity Management8,995$642K0.61%-16613F-HRTimeline
Lodestone Wealth Management LLC8,982$641K0.26%013F-HRTimeline
Bryn Mawr Trust Advisors, LLC8,885$634K0.03%013F-HRTimeline
Vermillion & White Wealth Management Gr…8,872$634K0.34%+113F-HRTimeline
Innova Wealth Partners8,865$633K0.32%+57013F-HRTimeline
Perennial Investment Advisors, LLC8,772$626K0.05%-79213F-HRTimeline
Walleye Partners, LLC8,769$626K0.7%13F-HRTimeline
Facet Wealth, Inc.8,334$625K0.01%+3,04013F-HRTimeline
Parkway Wealth Management Group, LLC8,706$622K0.08%13F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD8,666$619K<0.01%013F-HRTimelineGroup
GHP Investment Advisors, Inc.8,650$618K0.03%-12513F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC8,569$612K0.07%-1,99813F-HRTimeline
Argent Advisors, Inc.8,500$607K0.17%+58713F-HRTimeline
Milestone Asset Management Group, LLC8,481$606K0.34%+9213F-HRTimeline
Curi Capital, LLC8,453$604K0.01%+54713F-HRTimeline
Cornerstone Wealth Management, LLC8,409$600K0.03%+3613F-HRTimeline
MIdWestOne Financial Group, Inc.8,321$594K0.07%-59813F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …8,269$590K0.1%-36013F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…8,255$589K0.02%+72513F-HRTimelineGroup
Visionary Wealth Advisors8,202$586K0.03%+1713F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC8,178$584K0.09%+12413F-HRTimeline
Pinnacle Bancorp, Inc.8,176$584K0.17%013F-HRTimeline
LongView Wealth Management7,992$583K0.14%+4,00213F-HRTimeline
BAM Wealth Management, LLC8,093$578K0.42%-58113F-HRTimeline
STRATEGY ASSET MANAGERS LLC8,073$576K0.09%new13F-HRTimeline
DIVERSIFIED MANAGEMENT INC7,970$569K0.13%13F-HRTimeline
Red Tortoise LLC7,966$569K0.24%013F-HRTimeline
Harbour Capital Advisors, LLC7,859$567K0.12%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.71$565K0.04%+313F-HRTimelineGroup
CLARIS ADVISORS, LLC / MO /7,854$561K0.17%+8813F-HRTimeline
CGN Advisors LLC7,844$560K0.04%+813F-HRTimeline
Algorithmic Investment Models, LLC7,728$552K0.68%new13F-HRTimeline
First Citizens Asset Management, Inc.7,700$550K0.19%-53113F-HRTimeline
QUARRY HILL ADVISORS, LLC7,663$547K0.25%-63113F-HRTimeline
Friday Financial7,651$546K0.19%+4,64713F-HRTimeline
Lloyd Advisory Services, LLC.7,601$543K0.21%+73613F-HRTimeline
Balance Wealth Partners LLC7,549$539K0.17%+113F-HRTimeline
Cape Investment Advisory, Inc.7,505$536K0.16%+32813F-HRTimeline
Cassaday & Co Wealth Management LLC7,486$535K0.01%+2013F-HRTimeline
Palisade Asset Management, LLC7,482$534K0.05%013F-HRTimeline
Pacific Excel Wealth Advisors, Inc.7,463$533K1.01%13F-HRTimeline
Elevation Wealth Management LLC7,426$530K0.51%13F-HRTimeline
American Trust7,395$528K0.04%-89113F-HRTimeline
Midwest Trust Co7,324$523K0.01%+1,33213F-HRTimeline
Michels Family Financial, LLC7,322$523K0.38%+20713F-HRTimeline
Tranquility Partners, LLC7,293$521K0.19%013F-HRTimeline
LANE BROTHERS & CO INC7,242$517K0.37%13F-HRTimeline
Continuum Advisory, LLC7,209$515K0.05%-86413F-HRTimeline
Fortis Capital Management LLC7,180$513K0.07%new13F-HRTimeline
Legacy Edge Advisors, LLC7,074$505K0.06%-1,21513F-HRTimeline
Forvis Mazars Wealth Advisors, LLC7,063$504K0.01%+84313F-HRTimeline
Lauterbach Financial Advisors, LLC7,006$500K0.24%-54113F-HRTimeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC6,985$499K0.03%-1,81513F-HRTimeline
NOVUS ADVISORS, LLC6,948$496K1.11%+14413F-HRTimeline
MainStreet Investment Advisors LLC6,938$495K0.07%013F-HRTimeline
Gilman Hill Asset Management, LLC6,904$493K0.08%013F-HRTimeline
Bedminster, LLC6,893$492K0.45%13F-HRTimeline
Gilliland Jeter Wealth Management LLC6,856$490K0.15%+81313F-HRTimeline
Aerodigm Wealth, LLC6,823$487K0.19%+5513F-HR/ATimeline
Prosperity Planning, Inc.6,820$487K0.13%-36613F-HRTimeline
Summit Financial, LLC6,801$486K0.01%-2,30913F-HRTimeline
MassMutual Private Wealth & Trust, FSB6,796$485K0.01%+10313F-HRTimeline
Strategic Wealth Partners, Ltd.6,785$485K0.03%-8,19113F-HRTimeline
Fermata Advisors, LLC6,732$481K0.12%-2713F-HRTimeline