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Disclosery

EFV ISHARES TR

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SHS (fund)

1,004 managers (1,016 13F filers) reported a position in EFV shares at 2024-12-31, 338,107,100 shares in all. 59 filers opened a position and 67 filers sold out during the quarter.

Managers
1,004
13F filers
1,016
New
59
Added
488
Reduced
253
Sold out
67
Shares held by filers
338,107,100

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
NOVEM GROUP4,493$236K0.04%13F-HRTimeline
SOA Wealth Advisors, LLC.4,456$234K0.04%-20913F-HR/ATimeline
ELEVATION WEALTH PARTNERS, LLC4,440$233K0.1%+7713F-HRTimeline
Allegiance Financial Group Advisory Ser…4,439$233K0.08%013F-HRTimeline
Ausdal Financial Partners, Inc.4,419$232K0.02%+24513F-HRTimeline
UNIONVIEW, LLC4,312$226K0.17%+3313F-HRTimeline
Global Financial Private Client, LLC4,294$225K0.08%+9013F-HRTimeline
AMERIFLEX GROUP, INC.4,034$221K0.1%13F-HRTimeline
Frontier Asset Management, LLC4,213$221K0.07%-16413F-HRTimeline
SFI Advisors, LLC4,211$221K0.16%new13F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC4,208$221K0.02%-50013F-HRTimelineGroup
HOWE & RUSLING INC4,203$221K0.02%+4,16213F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP4,200$220K<0.01%-73913F-HRTimelineGroup
Bridgewealth Advisory Group, LLC3,870$220K0.06%+18913F-HRTimeline
CRITERION CAPITAL ADVISORS, LLC4,135$219K0.14%013F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC4,153$218K0.04%+65113F-HRTimeline
Fortis Advisors, LLC4,151$218K0.14%+56213F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC4,114$216K0.05%013F-HRTimelineGroup
Good Life Advisors, LLC4,113$216K0.02%-3,96713F-HRTimeline
Pointe Capital Management LLC4,046$212K0.12%+5513F-HR/ATimeline
Prime Capital Investment Advisors, LLC4,018$211K<0.01%-1,85113F-HRTimeline
Madison Wealth Partners, Inc4,013$211K0.06%013F-HRTimeline
Comprehensive Money Management Services…4,005$210K0.17%13F-HRTimeline
Stokes Family Office, LLC3,931$206K0.02%-8813F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…3,917$206K0.04%+2,35413F-HRTimeline
Versant Capital Management, Inc3,905$205K0.04%013F-HRTimeline
Mosaic Advisors LLC3,841$202K0.24%new13F-HRTimeline
Smartleaf Asset Management LLC3,811$200K0.02%-8813F-HRTimeline
HAZLETT, BURT & WATSON, INC.3,697$196K0.09%+11413F-HRTimeline
Wilmington Savings Fund Society, FSB3,573$187K<0.01%+5113F-HRTimeline
Stonebridge Financial Group, LLC3,449$181K0.02%13F-HRTimeline
Moisand Fitzgerald Tamayo, LLC3,344$175K0.02%+1213F-HRTimeline
Parallel Advisors, LLC3,286$172K<0.01%+27013F-HRTimeline
Bristlecone Advisors, LLC3,241$170K0.01%013F-HRTimeline
Rosenberg Matthew Hamilton2,953$155K0.04%+7913F-HRTimeline
HORIZON BANCORP INC /IN/2,925$154K0.07%+25113F-HRTimeline
Aventura Private Wealth, LLC2,908$153K0.08%13F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC2,873$151K<0.01%-51513F-HRTimeline
Urban Financial Advisory Corp2,788$146K0.08%+4813F-HRTimeline
OARSMAN CAPITAL, INC.2,741$144K0.03%-58813F-HRTimeline
Pineridge Advisors LLC2,639$138K0.05%-40813F-HRTimeline
QUADRANT CAPITAL GROUP LLC2,625$138K0.01%-10013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC2,615$137K<0.01%+1,72513F-HR/ATimelineGroup
MeadowBrook Investment Advisors LLC2,495$131K0.12%new13F-HRTimeline
Balentine LLC2,462$129K0.01%013F-HRTimeline
Cassady Schiller Wealth Management, LLC2,392$126K0.05%013F-HRTimeline
Zions Bancorporation, N.A.2,362$124K0.01%013F-HRTimeline
S.A. Mason LLC2,291$120K0.06%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC2,257$118K0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…2,212$116K<0.01%013F-HRTimelineGroup
Arax Advisory Partners2,128$112K0.01%+1,54113F-HRTimeline
JDM Financial Group LLC2,088$110K0.06%+1,81113F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC2,086$109K<0.01%013F-HRTimeline
MCF Advisors LLC2,071$109K0.01%+2,04313F-HRTimeline
Tortoise Investment Management, LLC1,985$104K0.01%013F-HR/ATimeline
WASHINGTON TRUST Co1,972$103K<0.01%013F-HRTimeline
Element Wealth, LLC1,933$101K0.05%+1,24413F-HRTimeline
Founders Financial Alliance, LLC1,925$101K0.03%+513F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC1,909$100K0.02%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC1,838$96.4K0.01%013F-HRTimeline
Capital Investment Advisory Services, L…1,764$92.6K0.01%+86513F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …1,627$85.4K0.02%-6813F-HRTimelineGroup
Cornerstone Planning Group LLC1,445$79.4K0.02%-16913F-HRTimeline
Anchor Investment Management, LLC1,478$77.6K0.01%013F-HRTimeline
GAMMA Investing LLC1,472$77.2K0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC1,457$76.4K0.01%013F-HRTimeline
Sugarloaf Wealth Management, LLC1,452$76.2K0.01%+6913F-HRTimeline
LRI Investments, LLC1,429$75K0.01%013F-HRTimeline
High Note Wealth, LLC1,397$73.3K0.02%new13F-HRTimeline
TSFG, LLC1,350$71K0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC1,336$70.1K0.02%+913F-HRTimeline
Navigoe, LLC1,348$70K0.07%13F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC1,322$69.4K0.04%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC1,305$68.5K0.01%+24613F-HRTimeline
Bellwether Advisors, LLC1,244$65.3K0.01%new13F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.1,193$62.6K<0.01%+4513F-HRTimelineGroup
GPS Wealth Strategies Group, LLC1,127$59.1K0.01%+713F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources1,120$58.8K<0.01%-4,70013F-HRTimelineGroup
Princeton Global Asset Management LLC1,089$57.1K0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC1,033$54.2K<0.01%+9013F-HRTimeline
Indiana Trust & Investment Management Co1,011$53K0.02%013F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…916$50.3K<0.01%013F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.954$50.1K0.03%013F-HRTimeline
PSI Advisors, LLC934$49K0.01%+85113F-HRTimeline
Atlantic Private Wealth, LLC923$48.4K0.04%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…907$47.6K<0.01%013F-HRTimelineGroup
Beacon Capital Management, LLC881$46.2K0.01%+9813F-HRTimeline
BALLAST ADVISORS LLC838$44K0.01%013F-HRTimeline
JNBA Financial Advisors802$42.1K<0.01%new13F-HRTimeline
Powell Investment Advisors, LLC773$40.6K0.02%+1313F-HRTimeline
Wagner Wealth Management, LLC753$39.5K0.01%new13F-HRTimeline
Sandy Spring Bank719$37.7K<0.01%013F-HRTimeline
Cedar Mountain Advisors, LLC666$34.9K0.01%new13F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP653$34.3K<0.01%+1513F-HRTimelineGroup
SALEM INVESTMENT COUNSELORS INC649$34.1K<0.01%+1113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
PHILLIPS FINANCIAL MANAGEMENT, LLC621$32.6K<0.01%+113F-HRTimeline
Legacy Bridge, LLC525$27.5K0.01%013F-HRTimeline
ROGCO, LP499$26.2K0.01%013F-HRTimeline
Addison Advisors LLC472$24.8K0.01%013F-HRTimeline
Wells Financial Advisors INC465$24.4K0.03%-19813F-HRTimeline
Caldwell Trust Co434$22.8K<0.01%+10913F-HRTimeline
SOUTHSTATE PRIVATE CAPITAL MANAGEMENT L…429$22.5K<0.01%013F-HRTimeline
Richardson Capital Management LLC426$22.4K0.01%+313F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC424$22.2K<0.01%+9413F-HRTimeline
Abound Wealth Management414$21.7K0.01%+9013F-HRTimeline
Perkins Coie Trust Co400$21K<0.01%new13F-HRTimeline
SIGNATUREFD, LLC380$19.9K<0.01%-18913F-HRTimeline
OAKWORTH CAPITAL, INC.378$19.8K<0.01%013F-HRTimeline
CVA Family Office, LLC376$19.8K<0.01%+613F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners376$19.7K<0.01%013F-HRTimelineGroup
Ruedi Wealth Management, Inc.371$19.5K0.01%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.363$19K0.01%013F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV346$18K0.01%new13F-HRTimeline
Financial Freedom, LLC330$17.3K0.01%013F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC325$17.1K0.02%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC314$16.5K0.01%13F-HRTimeline
TOTH FINANCIAL ADVISORY CORP306$16.1K<0.01%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…302$15.8K<0.01%013F-HR/ATimeline
OPTIMUM INVESTMENT ADVISORS301$15.8K0.01%013F-HRTimeline
TRUST CO OF VERMONT300$15.7K<0.01%013F-HRTimeline
Hurley Capital, LLC299$15.7K0.01%13F-HRTimeline
Archer Investment Corp296$15.5K<0.01%+6313F-HRTimeline
CGC Financial Services, LLC280$14.7K0.01%013F-HRTimeline
Clearstead Trust, LLC254$13.3K<0.01%013F-HRTimeline
Bogart Wealth, LLC250$13.1K<0.01%013F-HRTimeline
EPG Wealth Management LLC245$12.9K<0.01%013F-HRTimeline
Stephens Consulting, LLC233$12.2K<0.01%new13F-HRTimeline
Park Place Capital Corp230$12.1K<0.01%-54713F-HRTimeline
Avion Wealth235$12K<0.01%+413F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC207$11.9K<0.01%new13F-HRTimelineGroup
Human Investing LLC217$11.4K<0.01%new13F-HRTimeline
Mendota Financial Group, LLC212$11.1K0.01%new13F-HRTimeline
Kozak & Associates, Inc.210$11K<0.01%new13F-HRTimeline
SIMPLEX TRADING, LLC209$10K<0.01%new13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.188$10K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Smithfield Trust Co183$10K<0.01%013F-HRTimeline
Murphy & Mullick Capital Management Corp190$9.97K0.01%13F-HRTimeline
Financial Network Wealth Advisors LLC183$9.6K0.02%-59013F-HRTimeline
Paladin Advisory Group, LLC178$9.34K0.01%013F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC178$9.34K0.01%-1913F-HRTimeline
Reyes Financial Architecture, Inc.174$9.13K0.01%13F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC150$9K0.01%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC159$8.34K<0.01%013F-HRTimeline
New Millennium Group LLC158$8.29K<0.01%+10113F-HRTimeline
Vermillion Wealth Management, Inc.150$7.87K<0.01%13F-HRTimeline
Park Square Financial Group, LLC146$7.66K0.01%13F-HRTimeline
Luminist Capital LLC133$6.98K0.01%13F-HRTimeline
Dunhill Financial, LLC131$6.87K<0.01%+213F-HRTimeline
Realta Investment Advisors130$6.85K<0.01%+213F-HRTimeline
Fairman Group, LLC128$6.74K0.01%+113F-HRTimeline
Trust Co128$6.72K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC116$6.09K<0.01%13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…108$5.67K<0.01%new13F-HRTimelineGroup
UMB Bank, n.a.107$5.61K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Signature Resources Capital Management,…102$5.35K<0.01%new13F-HRTimeline
Coston, McIsaac & Partners104$5K<0.01%013F-HRTimeline
Disciplina Capital Management LLC94$4.94K<0.01%+113F-HRTimeline
Legacy Investment Solutions, LLC85$4.72K<0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…85$4.72K<0.01%013F-HRTimelineGroup
Caitlin John, LLC87$4.57K<0.01%013F-HRTimeline
CITY HOLDING CO84$4.41K<0.01%013F-HRTimeline
SITTNER & NELSON, LLC84$4.41K<0.01%013F-HRTimeline
Roxbury Financial LLC78$4.32K<0.01%13F-HRTimeline
Laurel Wealth Advisors LLC77$4.04K<0.01%013F-HRTimeline
Jackson Hole Capital Partners, LLC72$3.78K<0.01%013F-HRTimeline
IAG Wealth Partners, LLC67$3.52K<0.01%new13F-HRTimeline
WOLFF WIESE MAGANA LLC66$3.46K<0.01%-28113F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.65$3.41K<0.01%013F-HRTimeline
Community Bank, N.A.62$3.25K<0.01%new13F-HRTimeline
Transcendent Capital Group LLC61$3.2K<0.01%-34213F-HRTimeline
HHM Wealth Advisors, LLC60$3.15K<0.01%new13F-HRTimeline
McClarren Financial Advisors, Inc.59$3K0.01%new13F-HRTimeline
Mascoma Wealth Management LLC52$2.73K<0.01%013F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.50$2.62K<0.01%013F-HRTimeline
1620 INVESTMENT ADVISORS, INC.50$2.62K<0.01%013F-HRTimeline
Hoese & Co LLP48$2.52K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.47$2.47K<0.01%013F-HRTimeline
BARRETT & COMPANY, INC.47$2.47K<0.01%013F-HRTimeline
Bray Capital Advisors45$2.36K<0.01%013F-HRTimeline
AllSquare Wealth Management LLC45$2.36K<0.01%013F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC41$2.18K<0.01%013F-HRTimeline
McIlrath & Eck, LLC40$2.1K<0.01%-28913F-HRTimeline
LANARK FINANCIAL, INC.36$1.93K0.18%-34,24713F-HRTimeline
Morton Brown Family Wealth, LLC36$1.89K<0.01%013F-HRTimeline
Pillar Financial Advisors, LLC35$1.84K<0.01%13F-HRTimeline
Colonial Trust Advisorsin group Colonial Trust Advisors35$1.84K<0.01%new13F-HRTimelineGroup
COUNTRY TRUST BANK30$1.57K<0.01%013F-HRTimeline
MOTCO29$1.52K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC29$1.52K<0.01%new13F-HRTimeline
FPC INVESTMENT ADVISORY, INC.27$1.48K<0.01%013F-HRTimeline
Heck Capital Advisors, LLC27$1.42K<0.01%013F-HR/ATimeline
Fourth Dimension Wealth, LLC27$1.4K<0.01%13F-HRTimeline
AFFINITY WEALTH LLC26$1.36K<0.01%13F-HRTimeline
Global Trust Asset Management, LLC25$1.31K<0.01%013F-HRTimeline
SYM FINANCIAL Corp23$1.21K<0.01%new13F-HRTimeline
Jackson, Grant Investment Advisers, Inc.21$1.12K<0.01%013F-HRTimeline
North Ridge Wealth Advisors, Inc.17$892<0.01%new13F-HRTimeline
Bangor Savings Bank16$840<0.01%-50013F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC13$682<0.01%013F-HRTimeline
Front Row Advisors LLC8$420<0.01%013F-HRTimeline