Skip to content
Disclosery

EFV ISHARES TR

Follow

SHS (fund)

1,251 managers (1,268 13F filers) reported a position in EFV shares at 2026-03-31, 346,996,074 shares in all. 100 filers opened a position and 57 filers sold out during the quarter.

Managers
1,251
13F filers
1,268
New
100
Added
409
Reduced
502
Sold out
57
Shares held by filers
346,996,074

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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.

HolderSharesValue% of portfolioChangeSource
OLD NATIONAL BANCORP /IN/17,016$1.27M0.02%+1,12113F-HRTimeline
Merkkuri Wealth Advisors LLC16,985$1.26M0.84%-11,57213F-HRTimeline
Arcadia Wealth Management, LLC16,895$1.26M0.45%-3,19213F-HRTimeline
Ascension Capital Advisors, Inc.16,815$1.25M0.39%013F-HRTimeline
Sagace Wealth Management LLC16,658$1.24M0.84%-17,29113F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…16,647$1.24M0.02%+1,45313F-HRTimelineGroup
Horizon Wealth Management, LLC16,634$1.24M0.18%+48413F-HRTimeline
Evanson Asset Management, LLC16,572$1.23M0.07%-11213F-HRTimeline
PUREfi Wealth, LLC16,561$1.23M0.81%+4,79113F-HRTimeline
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA16,958$1.23M0.04%-82513F-HRTimelineGroup
Betterment LLC16,302$1.21M<0.01%-1,74913F-HRTimeline
Blue Zone Wealth Advisors, LLC16,171$1.2M0.24%-76613F-HRTimeline
Fonville Wealth Management LLC16,124$1.2M0.23%-4413F-HRTimeline
Quest 10 Wealth Builders, Inc.16,109$1.2M1.05%+2713F-HRTimeline
Advocacy Wealth Management, LLC16,085$1.2M0.05%-1,008,63813F-HRTimeline
Global Wealth Management Investment Adv…16,037$1.19M0.19%-1,52913F-HRTimeline
Atlantic Edge Private Wealth Management…15,995$1.19M0.29%-74513F-HRTimeline
Argent Trust Co15,992$1.19M0.04%+3,37213F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC15,910$1.18M0.09%-2,63813F-HRTimeline
RCS Financial Planning, LLC15,846$1.18M0.61%-40,38913F-HRTimeline
ASL Financial, LLC15,800$1.17M0.94%+1,37913F-HRTimeline
J. Derek Lewis & Associates Inc.15,721$1.17M0.26%+35313F-HR/ATimeline
LUTS & GREENLEIGH GROUP, INC.15,689$1.17M0.92%+59513F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding15,685$1.17M-281Timeline
MARIPAU WEALTH MANAGEMENT LLC15,500$1.15M0.51%-5,64613F-HR/ATimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC15,369$1.14M0.02%+22313F-HRTimeline
Mesirow Financial Investment Management…15,330$1.14M0.02%+1,54213F-HRTimeline
Sierra Capital LLC15,250$1.13M0.12%013F-HRTimeline
WealthPlan Investment Management, LLC15,211$1.13M0.06%-2,98713F-HRTimeline
Town Capital LLC15,143$1.13M0.91%-61,37413F-HRTimeline
Semus Wealth Partners LLC15,114$1.12M0.63%-54913F-HRTimeline
PFG Investments, LLC15,103$1.12M0.05%+4,78513F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC15,096$1.12M0.02%-1,48413F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…14,359$1.12M0.01%013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC14,869$1.11M0.05%-2,25113F-HRTimeline
Falcon Wealth Planning14,834$1.1M0.08%-1,49513F-HRTimeline
Intrua Financial, LLC14,472$1.08M0.11%-15713F-HRTimeline
TWO SIGMA SECURITIES, LLC14,304$1.06M0.12%-3,51913F-HRTimeline
MATHER GROUP, LLC.14,290$1.06M0.01%-8,08913F-HRTimeline
Advisory Alpha, LLC14,079$1.05M0.03%-37,07013F-HRTimeline
NWAM LLC14,071$1.05M0.06%-37613F-HRTimeline
B.O.S.S. Retirement Advisors, LLC14,052$1.04M0.32%-2,87113F-HRTimeline
Gibbs Wealth Management14,014$1.04M0.14%new13F-HRTimeline
ARK & TLK INVESTMENTS, LLC13,973$1.04M0.28%-1,30013F-HRTimeline
FIDUCIARY ADVISORS, INC.13,915$1.03M0.78%-59213F-HRTimeline
McCartney Wealth Management LLC13,910$1.03M0.87%-313F-HRTimeline
MAI Capital Management13,795$1.03M0.01%+2,79513F-HRTimeline
Sound Income Strategies, LLC13,598$1.02M0.05%-1,76313F-HRTimeline
Per Stirling Capital Management, LLC.13,602$1.01M0.11%+2,88013F-HRTimeline
O'Connor Financial Group LLC13,552$1.01M0.41%-59113F-HRTimeline
MSH Capital Advisors LLC13,552$1.01M0.21%-5,08313F-HRTimeline
Financial Management Professionals, Inc.13,446$1000K0.11%+5113F-HRTimeline
Cooper Financial Group13,442$999K0.1%-4,26213F-HRTimeline
NORTHLAND SECURITIES, INC.13,367$994K0.95%+91913F-HRTimeline
Capital Investment Advisory Services, L…13,326$991K0.07%+1,70413F-HRTimeline
Legacy Wealth Partners, LLC12,934$962K0.24%-1,66513F-HRTimeline
SHUFRO ROSE & CO LLC12,903$959K0.07%-4,74813F-HRTimeline
EWA, LLC12,890$958K0.22%-1,46713F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC12,827$954K0.01%-54213F-HRTimeline
Hardin Capital Partners, LLC12,735$947K0.44%-17713F-HRTimeline
Keystone Wealth Services, LLC12,682$943K0.2%+1,80813F-HRTimeline
JT Stratford LLC12,669$942K0.12%+30313F-HRTimeline
Allegheny Financial Group12,650$941K0.13%+1,32613F-HRTimeline
Asset Dedication, LLC12,631$939K0.07%+29413F-HRTimeline
OPINICUS CAPITAL, INC.12,558$934K0.66%-24813F-HRTimeline
FLP Wealth Management, LLC12,518$931K1.92%-9213F-HR/ATimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…12,498$929K0.01%+37613F-HRTimeline
Rialto Wealth Management, LLC12,487$928K0.21%013F-HRTimeline
Heritage Family Offices, LLP12,428$924K0.41%-39913F-HRTimeline
GatePass Capital, LLC12,317$916K0.45%-6,00213F-HRTimeline
American Financial Advisors, LLC12,302$915K0.12%-69013F-HRTimeline
Financial Perspectives, Inc12,094$899K0.25%+1,08713F-HRTimeline
Moors & Cabot, Inc.12,079$898K0.04%+1,68113F-HRTimeline
Pointe Capital Management LLC12,069$897K0.44%+2,50513F-HRTimeline
25 LLC12,068$897K0.28%+1213F-HRTimeline
Stokes Family Office, LLC12,059$897K0.09%-64213F-HRTimeline
Fiduciary Alliance LLC11,408$893K0.05%new13F-HRTimeline
CHILTON INVESTMENT CO INC.11,900$885K0.02%013F-HRTimeline
Valeo Financial Advisors, LLC11,869$882K0.02%+2,75113F-HRTimeline
CAMBIENT FAMILY OFFICE, LLC11,659$867K0.12%013F-HRTimeline
WASHINGTON TRUST Co11,648$866K0.03%+8,61713F-HRTimeline
Accurate Wealth Management, LLC11,083$861K0.1%-6613F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…11,580$861K0.03%+3,32513F-HRTimelineGroup
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC11,559$859K0.03%+8,32113F-HRTimelineGroup
CERTUITY, LLC11,547$858K0.06%new13F-HRTimeline
Manhattan West Asset Management, LLC11,490$854K0.17%013F-HRTimeline
Wealthfront Advisers LLC11,307$841K<0.01%-64713F-HRTimeline
Talisman Wealth Advisors LLC11,265$838K0.67%new13F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP11,245$836K0.01%+1,40013F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC11,184$832K0.02%-74713F-HRTimeline
BWM Planning, LLC11,167$830K0.22%013F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC11,167$830K0.18%+5,67913F-HRTimeline
RDA Financial Network11,151$829K0.21%-10,56413F-HRTimeline
Foster Group, Inc.11,089$824K0.02%+27513F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…11,039$821K0.03%-2,68113F-HRTimelineGroup
Addison Capital Co10,992$817K0.15%-53,91013F-HRTimeline
TritonPoint Partners, LLCin group TritonPoint Partners, LLC10,951$814K0.3%+5,68113F-HRTimelineGroup
CHILDRESS CAPITAL ADVISORS, LLC10,900$810K0.15%013F-HRTimeline
Sanchez Gaunt Capital Management, LLC10,880$809K0.51%13F-HRTimeline
Walleye Partners, LLC10,858$807K0.99%+2,08913F-HRTimeline
Stirlingshire Investments, Inc.10,830$805K0.71%+1,05213F-HRTimeline
SEEDS INVESTOR LLC10,241$804K0.11%new13F-HRTimeline
Avior Wealth Management, LLC10,774$801K0.02%+7,68413F-HRTimeline
Quotient Wealth Partners, LLC10,709$796K0.02%+1,66413F-HRTimeline
Innova Wealth Partners10,654$792K0.38%+1,78913F-HRTimeline
Waldron Private Wealth LLC10,640$791K0.03%+46413F-HRTimeline
VERITY Wealth Advisors10,611$789K0.53%-2413F-HRTimeline
GWN SECURITIES INC.10,455$777K0.15%+74413F-HRTimeline
Fragasso Financial Advisors Inc10,101$761K0.05%013F-HRTimeline
Madson Wealth Advisors Inc10,239$761K0.63%13F-HRTimeline
Blue Capital, Inc.10,223$760K0.5%-22613F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC10,031$756K0.02%-10013F-HRTimeline
Turtle Creek Wealth Advisors, LLC10,161$755K0.06%-4,26113F-HRTimeline
Resurgent Financial Advisors LLC10,107$751K0.27%-4,42513F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC10,107$751K0.13%+77713F-HRTimeline
Catalina Capital Group, LLC10,104$751K0.46%-6,83713F-HRTimeline
Lantern Wealth Advisors, LLC10,017$745K0.38%-3,11313F-HRTimeline
MISSION WEALTH MANAGEMENT, LP9,961$741K0.02%-50513F-HRTimeline
Atlatl Advisers LLC9,938$739K0.55%-13,23613F-HRTimeline
Ariadne Wealth Management, LP9,845$732K0.33%013F-HRTimeline
Cherry Tree Wealth Management, LLC9,835$731K0.15%-19613F-HRTimeline
Parallel Advisors, LLC9,658$718K0.01%-3913F-HR/ATimeline
Investor's Fiduciary Advisor Network, L…9,568$711K0.22%-7,97713F-HRTimeline
Bison Wealth, LLC9,052$711K0.07%-38113F-HRTimeline
ALTFEST L J & CO INC9,547$710K0.08%-19713F-HRTimeline
BEACON FINANCIAL GROUP9,541$709K0.07%-2,70413F-HRTimeline
GeoWealth Management, LLC9,495$706K0.03%-2,76813F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC9,466$704K0.01%+3,54913F-HRTimelineGroup
Caprock Group, LLC9,460$703K0.02%-24913F-HRTimeline
Krilogy Financial LLC9,005$703K0.02%+2,57613F-HRTimeline
Bryn Mawr Trust Advisors, LLC9,455$703K0.03%+57013F-HRTimeline
MOTIVE WEALTH ADVISORS9,437$702K0.33%013F-HRTimeline
Aurelius Family Office LLC9,406$699K0.3%-29813F-HRTimeline
HAZLETT, BURT & WATSON, INC.9,384$699K0.22%-1113F-HRTimeline
BRIGHTON JONES LLC9,313$692K0.02%new13F-HR/ATimeline
Decker Retirement Planning Inc.9,200$684K0.31%-23813F-HRTimeline
Traveka Wealth, LLC9,199$684K0.26%new13F-HRTimeline
LongView Wealth Management8,706$683K0.17%+71413F-HRTimeline
Goelzer Investment Management, Inc.9,163$681K0.03%new13F-HRTimeline
Pure Financial Advisors, LLC9,157$681K0.01%-57513F-HRTimeline
Calamos Advisors LLCgroup of 2 filers holding9,102$677K+4,583Timeline
Aegis Wealth Management, Inc.9,038$672K0.53%-39213F-HRTimeline
Ritter Daniher Financial Advisory LLC /…8,998$669K0.11%013F-HRTimeline
Lodestone Wealth Management LLC8,982$668K0.26%013F-HR/ATimeline
Samalin Investment Counsel, LLC8,966$667K0.24%-68513F-HRTimeline
VestGen Investment Management8,957$666K0.37%-3,95813F-HRTimeline
Perennial Investment Advisors, LLC8,899$662K0.05%+12713F-HRTimeline
Continuum Advisory, LLC8,835$657K0.06%+1,62613F-HRTimeline
Vermillion & White Wealth Management Gr…8,826$656K0.38%-4613F-HR/ATimeline
KINTRA WEALTH, LLC8,804$655K0.05%new13F-HRTimeline
Centennial Advisors, LLC8,700$647K0.82%-79413F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD8,666$644K<0.01%013F-HRTimelineGroup
Cape Investment Advisory, Inc.8,597$639K0.21%+1,09213F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC8,569$637K0.07%013F-HRTimeline
Facet Wealth, Inc.8,565$637K0.01%+23113F-HRTimeline
Fermata Advisors, LLC8,546$635K0.14%+1,81413F-HRTimeline
A4 Wealth Advisors LLC8,531$634K0.53%-32,14313F-HRTimeline
Argent Advisors, Inc.8,527$634K0.17%+2713F-HRTimeline
Milestone Asset Management Group, LLC8,454$629K0.37%-2713F-HRTimeline
GHP Investment Advisors, Inc.8,363$622K0.03%-28713F-HRTimeline
Spectrum Advisors, Inc.8,309$618K0.49%13F-HRTimeline
Cassaday & Co Wealth Management LLC8,275$615K0.01%+78913F-HRTimeline
Visionary Wealth Advisors8,195$609K0.03%-713F-HRTimeline
Pinnacle Bancorp, Inc.8,185$609K0.18%+913F-HRTimeline
Harbour Capital Advisors, LLC7,859$604K0.12%013F-HRTimeline
Curi Capital, LLC8,075$600K0.01%-37813F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC8,063$599K0.15%+1,40013F-HRTimeline
DIVERSIFIED MANAGEMENT INC8,055$599K0.1%+8513F-HRTimeline
Forvis Mazars Wealth Advisors, LLC8,045$598K0.01%+98213F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC8,173$597K0.09%-513F-HRTimeline
LIFE LINE WEALTH MANAGEMENT LLC7,996$595K0.27%+1,68713F-HRTimeline
Red Tortoise LLC7,966$592K0.25%013F-HRTimeline
CGN Advisors LLC7,959$592K0.05%+11513F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.7,917$589K0.04%+7,84613F-HRTimelineGroup
CLARIS ADVISORS, LLC / MO /7,854$584K0.17%013F-HRTimeline
Midwest Trust Co7,766$577K0.01%+44213F-HRTimeline
Friday Financial7,651$569K0.2%013F-HRTimeline
MN Wealth Advisors, LLC7,639$568K0.28%-4,74213F-HRTimeline
Fairvoy Private Wealth, LLC7,629$567K0.14%+2,38413F-HRTimeline
Balance Wealth Partners LLC7,515$559K0.17%-3413F-HRTimeline
Palisade Asset Management, LLC7,482$556K0.06%013F-HRTimeline
Trilogy Capital Inc.7,443$553K0.02%+2,24013F-HRTimeline
Glenview Trust Co7,440$553K0.01%+3,02113F-HRTimeline
Ballentine Partners, LLC7,395$550K0.01%new13F-HRTimeline
Fisher Asset Management, LLC7,362$547K<0.01%-2,73513F-HRTimeline
NOVUS ADVISORS, LLC7,356$547K1.22%+40813F-HRTimeline
MainStreet Investment Advisors LLC7,323$544K0.08%+38513F-HRTimeline
Michels Family Financial, LLC7,322$544K0.39%013F-HRTimeline
Ausdal Financial Partners, Inc.7,322$544K0.02%-3,09613F-HRTimeline
Crescent Grove Advisors, LLC7,312$544K0.05%+2,05013F-HRTimeline
Tranquility Partners, LLC7,293$542K0.2%013F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …7,290$542K0.08%-97913F-HRTimeline
QUARRY HILL ADVISORS, LLC6,862$539K0.22%-80113F-HRTimeline
Fiscal Wisdom Wealth Management, LLC7,244$539K0.52%+2,05713F-HRTimeline
Fortis Capital Management LLC7,180$534K0.07%013F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC7,165$533K0.07%new13F-HRTimeline
LOCKERMAN FINANCIAL GROUP, INC.7,078$526K0.95%+1,72813F-HRTimeline
GFS Advisors, LLC7,076$526K0.07%-6,75513F-HR/ATimeline
STRATEGY ASSET MANAGERS LLC7,072$526K0.09%-1,00113F-HRTimeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC6,985$519K0.03%013F-HRTimeline