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Disclosery

EFV ISHARES TR

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SHS (fund)

1,237 managers (1,254 13F filers) reported a position in EFV shares at 2026-06-30, 272,387,780 shares in all. 80 filers opened a position and 96 filers sold out during the quarter.

Managers
1,237
13F filers
1,254
New
80
Added
379
Reduced
554
Sold out
96
Shares held by filers
272,387,780

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Capstone Wealth Management, LLC5,769$442K0.2%013F-HRTimeline
Citizens Business Bank5,756$441K0.07%013F-HRTimeline
Hippocratic Financial Advisors, LLC5,755$441K0.17%013F-HRTimeline
Americana Partners, LLC5,746$440K0.01%-16813F-HRTimeline
BETO FINANCIAL GROUP, LLC5,630$439K0.23%+2,58513F-HRTimeline
TRB Wealth Management, LLC5,718$438K0.06%013F-HRTimeline
Strategic Wealth Partners, Ltd.5,672$434K0.03%-76613F-HRTimeline
CONNING INC.in group CONNING INC.5,670$434K0.01%013F-HRTimelineGroup
Strathmore Capital Advisors, Inc.5,492$434K0.12%+1,63313F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC5,624$430K0.16%013F-HRTimeline
Crescent Grove Advisors, LLC5,622$430K0.04%-1,69013F-HRTimeline
Town Capital LLC5,612$430K0.27%-9,53113F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC5,608$429K0.15%-9,89213F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV5,605$429K0.02%+24113F-HRTimeline
CAP Partners, LLC5,579$427K0.21%-24713F-HRTimeline
Cornerstone Wealth Management, LLC5,572$426K0.02%-4213F-HRTimeline
Wharton Business Group, LLC5,515$422K0.01%013F-HRTimeline
THEORY FINANCIAL LLC5,473$419K0.13%-26,10613F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/5,453$418K<0.01%-5313F-HRTimelineGroup
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…5,444$417K0.01%-5,59513F-HRTimelineGroup
REAP Financial Group, LLC5,440$416K0.07%-413F-HRTimeline
Perennial Investment Advisors, LLC5,435$416K0.03%-3,46413F-HRTimeline
BECKER CAPITAL MANAGEMENT INC5,415$415K0.01%013F-HRTimeline
Intelligence Driven Advisers, LLC5,414$414K0.07%013F-HRTimeline
CARDIFF PARK ADVISORS, LLC5,327$408K0.03%+5813F-HRTimeline
Beaird Harris Wealth Management, LLC5,291$405K0.03%+40113F-HRTimeline
BAM Wealth Management, LLC5,267$403K0.25%-76513F-HRTimeline
Alvarez & Marsal Private Wealth Partner…5,260$403K0.05%+92613F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management5,258$402K0.05%-19013F-HRTimelineGroup
Hobbs Wealth Management, LLC5,253$402K0.34%-58,63113F-HRTimeline
Stirlingshire Investments, Inc.5,236$401K0.3%-5,59413F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.5,231$400K0.02%new13F-HRTimelineGroup
Sage Mountain Advisors LLC5,199$398K0.02%013F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC5,191$397K0.06%-24913F-HRTimeline
GAMMA Investing LLC5,186$397K0.01%+1,50513F-HRTimeline
Granite Bay Wealth Management, LLC5,176$396K0.04%new13F-HRTimeline
XY Planning Network, Inc.5,157$395K0.05%-31,10213F-HRTimeline
Institute for Wealth Management, LLC.5,132$393K0.03%013F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO5,118$392K<0.01%+96913F-HRTimelineGroup
Barnes Wealth Management Group, Inc5,100$390K0.18%-25,75213F-HRTimeline
Elevation Wealth Management LLC5,069$388K0.29%-1,73913F-HRTimeline
James J. Burns & Company, LLC5,049$387K0.04%013F-HRTimeline
First Citizens Asset Management, Inc.5,011$384K0.12%-44913F-HRTimeline
Bedminster, LLC5,009$383K0.33%-1,22613F-HRTimeline
SeaCrest Wealth Management, LLC4,995$382K0.04%-1,27713F-HRTimeline
Investment Advisory Group, LLC4,971$381K0.08%-2113F-HRTimeline
SEEDS INVESTOR LLC4,960$380K0.04%-5,28113F-HRTimeline
Index Fund Advisors, Inc.4,948$379K0.02%+3113F-HRTimeline
MONECO ADVISORS, LLC4,939$378K0.02%+48913F-HRTimeline
Stonebridge Financial Group, LLC4,887$374K0.03%+1,48213F-HRTimeline
Clark Capital Management Group, Inc.4,873$373K<0.01%-74,60613F-HRTimeline
Shotwell Rutter Baer Inc4,805$368K0.2%-19513F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK4,782$366K<0.01%new13F-HRTimelineGroup
Calamos Advisors LLCgroup of 2 filers holding4,782$366K-4,320Timeline
ELEVATION WEALTH PARTNERS, LLC4,764$365K0.11%+12413F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC4,728$362K0.11%-85213F-HRTimelineGroup
Prime Capital Investment Advisors, LLC4,718$361K<0.01%-81713F-HRTimeline
GWN SECURITIES INC.4,693$359K0.06%-5,76213F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…4,668$357K<0.01%-1,28813F-HRTimelineGroup
Glenview Trust Co4,647$356K<0.01%-2,79313F-HR/ATimeline
Atlatl Advisers LLC4,632$355K0.08%-5,30613F-HRTimeline
CULBERTSON A N & CO INC4,595$352K0.04%013F-HRTimeline
Fiscal Wisdom Wealth Management, LLC4,595$352K0.3%-2,64913F-HRTimeline
Legacy Wealth Asset Management, LLC4,593$352K0.08%013F-HRTimeline
KELLY FINANCIAL GROUP LLC4,593$352K0.08%-38413F-HRTimeline
Cambridge Financial Group, LLC4,589$351K0.11%013F-HRTimeline
FIDELITY D & D BANCORP INC4,581$351K0.12%013F-HRTimeline
NORTHSTAR ASSET MANAGEMENT INC4,565$349K0.1%013F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding4,488$344K+310Timeline
Sequent Planning LLC4,466$342K0.07%-1,89313F-HRTimeline
Empowered Funds, LLC4,450$341K<0.01%new13F-HRTimeline
Hirtle & Co., LLC4,428$339K0.01%013F-HRTimeline
Monument Capital Management4,415$338K0.07%new13F-HRTimeline
LongView Wealth Management4,389$336K0.09%-4,31713F-HRTimeline
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC4,358$334K0.04%013F-HR/ATimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…4,338$332K0.03%13F-HRTimelineGroup
Sanchez Gaunt Capital Management, LLC4,291$328K0.18%-6,58913F-HRTimeline
Liberty Atlantic Advisors LLC4,286$328K0.24%+27913F-HRTimeline
Dala Group, LLC4,280$328K0.27%013F-HRTimeline
Merkkuri Wealth Advisors LLC4,270$327K0.2%-12,71513F-HRTimeline
Y-Intercept (Hong Kong) Ltd4,270$327K0.01%-21,95713F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC4,258$326K0.03%+14413F-HRTimelineGroup
Milestone Investment Advisors LLC4,247$325K0.07%013F-HRTimeline
O'Keefe Stevens Advisory, Inc.4,240$325K0.07%-5113F-HRTimeline
Trailhead Planners LLC4,232$324K0.31%new13F-HRTimeline
Busey Bank4,183$320K0.01%new13F-HRTimeline
Global View Capital Management LLC4,178$320K0.07%-17013F-HRTimeline
Peregrine Asset Advisers, Inc.4,173$319K0.07%+71613F-HRTimeline
Prosperity Planning, Inc.4,173$319K0.07%-1,68713F-HRTimeline
Synergy Financial Group, LTD4,169$319K0.23%013F-HRTimeline
Winthrop Advisory Group LLC4,160$318K0.02%new13F-HRTimeline
DIVERSIFIED TRUST CO4,158$318K0.01%new13F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC4,136$317K0.16%013F-HRTimeline
Wedmont Private Capital4,036$316K0.01%-37413F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…4,141$316K0.02%-94713F-HRTimeline
Wealthspire Retirement, LLC4,114$315K0.02%+20313F-HRTimeline
Cape Investment Advisory, Inc.4,108$314K0.08%-4,48913F-HRTimeline
GAINLINE FINANCIAL PARTNERS, LLC4,081$312K0.29%13F-HRTimeline
Compass Financial Group, Inc. (Ohio)4,072$312K0.21%-90913F-HRTimeline
FOCUSED ALPHA, LLC4,056$311K0.08%+2613F-HRTimeline
LVW Advisors, LLC4,048$310K0.03%-3813F-HRTimeline
RASP WEALTH SOLUTIONS, LLC4,043$310K0.1%13F-HRTimeline
Venture Visionary Partners LLC3,978$305K0.01%new13F-HRTimeline
Spinnaker Investment Group, LLC3,955$303K0.05%new13F-HRTimeline
Edgestream Partners, L.P.3,941$302K0.01%new13F-HRTimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.3,931$301K0.01%+19813F-HRTimelineGroup
Paladin Advisory Group, LLC3,928$301K0.2%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC3,924$300K<0.01%-127,81613F-HRTimelineGroup
Legacy Edge Advisors, LLC3,922$300K0.03%-2,52813F-HR/ATimeline
Versant Capital Management, Inc3,905$299K0.03%013F-HRTimeline
JT Stratford LLC3,863$296K0.03%-8,80613F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC3,822$293K<0.01%+71213F-HRTimelineGroup
Blue Capital, Inc.3,822$293K0.19%-6,40113F-HRTimeline
Adirondack Capital Advisors, LLC3,816$292K0.16%+3813F-HRTimeline
GeoWealth Management, LLC3,784$290K0.01%-5,71113F-HRTimeline
Obermeyer Wealth Partners3,761$288K0.01%013F-HRTimeline
Networth Advisors, LLC3,748$287K0.17%-13313F-HRTimeline
Next Level Private LLC3,747$287K0.06%-46513F-HRTimeline
Van Diest Capital, LLC3,711$284K0.25%-11213F-HRTimeline
AlphaCore Capital LLC3,710$284K0.01%-3913F-HRTimeline
DAVIDSON TRUST CO3,703$283K0.11%+25213F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC3,695$283K0.01%013F-HRTimeline
MKT Advisors LLC3,605$282K0.09%013F-HRTimeline
Bridgewealth Advisory Group, LLC3,677$281K0.05%+10813F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC3,676$281K<0.01%+7113F-HRTimeline
Team Hewins, LLC3,665$281K0.08%013F-HRTimeline
Athena Investment Management3,663$280K0.17%013F-HRTimeline
Vickerman Investment Advisors, Inc.3,657$280K0.05%013F-HRTimeline
Aurdan Capital Management, LLC3,647$279K0.07%013F-HRTimeline
Pacific Asset Management, LLC3,638$278K0.14%+9513F-HRTimeline
Trilogy Capital Inc.3,631$278K0.01%-3,81213F-HRTimeline
NIXON PEABODY TRUST CO3,618$277K0.02%-2613F-HRTimeline
Mission Hills Financial Advisory, LLC3,612$276K0.12%013F-HRTimeline
SmartHarvest Portfolios, LLC3,607$276K0.09%-44113F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich3,602$276K<0.01%013F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC3,587$275K0.13%new13F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …3,587$275K<0.01%+26913F-HRTimelineGroup
Valmark Advisers, Inc.3,565$273K<0.01%+513F-HRTimeline
Radnor Capital Management, LLC3,561$273K0.04%013F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC3,547$272K0.01%+9213F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC3,539$271K<0.01%013F-HRTimeline
Comprehensive Money Management Services…3,525$270K0.17%-20013F-HRTimeline
ROTHSCHILD INVESTMENT LLC3,502$268K0.01%013F-HRTimeline
MARCO INVESTMENT MANAGEMENT LLC3,500$268K0.02%013F-HRTimeline
CFO4Life Group, LLC3,500$268K0.04%+26913F-HRTimeline
SIMON QUICK ADVISORS, LLC3,454$264K0.01%013F-HRTimeline
Huntleigh Advisors, Inc.3,440$263K0.04%013F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…3,309$263K0.08%013F-HRTimeline
Simmons Bankin group Simmons Bank3,430$263K0.01%013F-HRTimelineGroup
Highland Investment Advisors LLC3,422$262K0.11%13F-HRTimeline
STRATEGY ASSET MANAGERS LLC3,420$262K0.04%-3,65213F-HRTimeline
PACES FERRY WEALTH ADVISORS, LLC3,394$260K0.1%+26213F-HRTimeline
LOCKERMAN FINANCIAL GROUP, INC.3,381$259K0.4%-3,69713F-HRTimeline
Tailwinds Wealth, LLC3,356$257K0.15%new13F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC3,325$255K0.04%new13F-HRTimeline
AssuredPartners Investment Advisors, LLC3,322$254K0.02%new13F-HRTimeline
Peak Planning Group, LLC3,314$254K0.06%+2313F-HRTimeline
ENTREWEALTH, LLC3,097$253K0.09%new13F-HRTimeline
Commonwealth Financial Services, LLC3,295$252K0.03%+3813F-HRTimeline
Atlas Private Wealth Advisors3,287$252K0.06%+6013F-HRTimeline
Integrated Wealth Management3,285$251K0.27%+20013F-HRTimeline
Stonebridge Financial Group, LLC/CA3,274$250K0.03%13F-HRTimeline
AMERICAN NATIONAL BANK & TRUST3,262$250K0.02%013F-HRTimeline
CITY HOLDING CO3,260$250K0.03%+3,20013F-HRTimeline
Haverford Trust Co3,259$249K<0.01%013F-HRTimeline
Rehmann Capital Advisory Group3,249$249K0.01%-82113F-HRTimeline
ARWA LLC3,157$248K0.1%+5013F-HRTimeline
Cambria Investment Management, L.P.3,241$248K0.01%new13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…3,232$248K0.09%+58113F-HRTimeline
VestGen Investment Management3,228$247K0.13%-5,72913F-HRTimeline
Cornerstone Financial Group, LLC /NE/3,219$246K0.15%+8313F-HRTimeline
INSTRUMENTAL WEALTH, LLC3,172$243K0.12%+16513F-HRTimeline
OARSMAN CAPITAL, INC.3,168$243K0.03%013F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC3,164$242K0.01%013F-HRTimeline
Clarity Financial LLC3,146$241K0.02%013F-HRTimeline
Oder Investment Management, LLC3,121$239K0.16%+4713F-HRTimeline
Avior Wealth Management, LLC3,104$238K0.01%-7,67013F-HRTimeline
Frontier Asset Management, LLC3,101$237K0.04%-36813F-HRTimeline
Capital Investment Advisors, LLC3,064$235K<0.01%-4013F-HRTimeline
Gordian Advisors LLC3,032$232K0.14%new13F-HRTimeline
Optimist Retirement Group LLC3,028$232K0.09%013F-HRTimeline
Symphony Financial, Ltd. Co.3,027$232K0.03%new13F-HRTimeline
Acorn Wealth Advisors, LLC3,023$231K0.06%-44413F-HRTimeline
Pinnacle Family Advisors, LLC3,004$230K0.1%-3,49513F-HRTimeline
Avestar Capital, LLC3,002$230K0.01%013F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.3,000$230K0.05%-1,00013F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV2,992$229K0.03%013F-HRTimeline
FLC Capital Advisors2,984$228K0.04%-22813F-HRTimeline
Bahl & Gaynor LLC2,977$228K<0.01%-5113F-HRTimeline
Moisand Fitzgerald Tamayo, LLC2,930$224K0.02%-1913F-HRTimeline
Soltis Investment Advisors LLC2,912$223K0.01%+18613F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC2,902$222K0.02%-69913F-HRTimelineGroup
Clark Asset Management, LLC2,901$222K0.02%+5613F-HRTimeline
Shearwater Capital LLC2,898$222K0.11%013F-HRTimeline
AdvisorNet Financial, Inc2,890$221K0.01%-2,96813F-HRTimeline
HighPoint Advisor Group LLC2,872$220K0.01%new13F-HRTimeline
Washington Trust Bank2,854$218K0.02%-27413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Piedmont Capital Management, LLC/NC2,853$218K0.13%013F-HRTimeline
Summit Global Investmentsin group Summit Global Investments2,850$218K0.01%-513F-HRTimelineGroup
OAK FAMILY ADVISORS, LLC2,820$216K0.06%013F-HRTimeline