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Disclosery

EFV ISHARES TR

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SHS (fund)

1,005 managers (1,016 13F filers) reported a position in EFV shares at 2025-03-31, 305,983,387 shares in all. 72 filers opened a position and 57 filers sold out during the quarter.

Managers
1,005
13F filers
1,016
New
72
Added
273
Reduced
501
Sold out
57
Shares held by filers
305,983,387

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
FINANCIAL COUNSELORS INC4,328$255K<0.01%-1,13713F-HRTimeline
WRAPMANAGER INC4,271$252K0.07%-94613F-HRTimeline
Well Done, LLC4,785$251K0.05%-1013F-HRTimeline
Quantinno Capital Management LP4,232$249K<0.01%new13F-HRTimeline
Parallel Advisors, LLC4,222$249K0.01%+93613F-HRTimeline
Rehmann Capital Advisory Group4,215$248K0.02%-2,03313F-HRTimeline
HOWE & RUSLING INC4,173$246K0.02%-3013F-HRTimeline
Federation des caisses Desjardins du Qu…4,164$245K<0.01%-54913F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC4,114$242K0.05%013F-HRTimelineGroup
TWIN FOCUS CAPITAL PARTNERS, LLC4,100$242K0.04%new13F-HRTimeline
NOVEM GROUP4,041$238K0.03%-45213F-HRTimeline
Valmark Advisers, Inc.4,010$236K<0.01%-1,99913F-HRTimeline
Good Life Advisors, LLC3,997$236K0.02%-11613F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC3,966$234K0.03%new13F-HRTimelineGroup
Stokes Family Office, LLC3,954$233K0.03%+2313F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS3,930$232K<0.01%-6,10713F-HRTimelineGroup
Versant Capital Management, Inc3,905$230K0.04%013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC3,858$227K0.02%-35013F-HRTimelineGroup
Bank Julius Baer & Co. Ltd, Zurich3,842$226K<0.01%-584,34213F-HR/ATimeline
Obermeyer Wealth Partners3,761$222K0.01%new13F-HRTimeline
FSA Advisors, Inc.3,739$220K0.17%new13F-HRTimeline
LIFE LINE WEALTH MANAGEMENT LLC3,684$217K0.08%new13F-HRTimeline
Team Hewins, LLC3,665$216K0.08%-93013F-HR/ATimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP3,661$216K<0.01%-53913F-HRTimelineGroup
Vickerman Investment Advisors, Inc.3,657$216K0.05%new13F-HRTimeline
Lutz Financial Services LLC3,654$215K0.02%new13F-HRTimeline
Western Financial Corp/CA3,644$215K0.12%-1,32713F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…3,613$213K0.02%-1,19913F-HRTimeline
Mission Hills Financial Advisory, LLC3,612$213K0.15%new13F-HRTimeline
Bridgewealth Advisory Group, LLC3,611$213K0.28%-25913F-HRTimeline
Allegiance Financial Group Advisory Ser…3,604$212K0.06%-83513F-HRTimeline
OARSMAN CAPITAL, INC.3,579$211K0.04%+83813F-HRTimeline
Radnor Capital Management, LLC3,561$210K0.04%new13F-HRTimeline
Wilmington Savings Fund Society, FSB3,522$208K<0.01%-5113F-HRTimeline
Professional Financial Advisors, LLC3,514$207K0.05%new13F-HRTimeline
Urban Financial Advisory Corp3,509$207K0.11%+72113F-HRTimeline
Comprehensive Money Management Services…3,505$207K0.17%-50013F-HRTimeline
Aurdan Capital Management, LLC3,503$206K0.08%new13F-HRTimeline
MARCO INVESTMENT MANAGEMENT LLC3,500$206K0.02%-1,91713F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC3,489$206K0.02%-3,16013F-HRTimeline
Global Financial Private Client, LLC3,472$205K0.08%-82213F-HRTimeline
AlphaCore Capital LLC3,463$204K0.02%new13F-HRTimeline
SIMON QUICK ADVISORS, LLC3,456$204K0.01%new13F-HRTimeline
Stonebridge Financial Group, LLC3,449$203K0.02%013F-HRTimeline
Madison Wealth Partners, Inc3,405$201K0.05%-60813F-HRTimeline
Cynosure Group, LLC3,399$200K0.03%new13F-HRTimeline
Advyzon Investment Management, LLC3,365$198K0.07%-2,12013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC3,344$197K0.03%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.3,277$196K0.09%-42013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST3,262$192K0.02%new13F-HRTimeline
AMERIFLEX GROUP, INC.3,255$192K0.08%-77913F-HRTimeline
Bristlecone Advisors, LLC3,241$191K0.02%013F-HRTimeline
Pineridge Advisors LLC3,040$179K0.07%+40113F-HRTimeline
HORIZON BANCORP INC /IN/2,925$172K0.1%013F-HRTimeline
Rosenberg Matthew Hamilton2,879$170K0.04%-7413F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC2,873$169K<0.01%013F-HRTimeline
QUADRANT CAPITAL GROUP LLC2,625$155K0.01%013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC2,615$154K<0.01%013F-HR/ATimelineGroup
Arax Advisory Partners2,496$147K0.01%+36813F-HRTimeline
MeadowBrook Investment Advisors LLC2,495$147K0.14%013F-HRTimeline
Balentine LLC2,462$145K0.01%013F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…2,362$139K0.01%13F-HRTimeline
S.A. Mason LLC2,291$135K0.07%013F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC2,286$135K0.01%+20013F-HRTimeline
ROTHSCHILD INVESTMENT LLC2,257$133K0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…2,212$130K<0.01%013F-HRTimelineGroup
JDM Financial Group LLC2,088$123K0.06%013F-HRTimeline
Cornerstone Planning Group LLC2,060$123K0.03%+61513F-HRTimeline
MCF Advisors LLC2,071$122K0.01%013F-HRTimeline
GAMMA Investing LLC2,054$121K0.01%+58213F-HR/ATimeline
Clark Wealth Partners2,007$118K0.09%new13F-HRTimeline
Tortoise Investment Management, LLC1,985$117K0.01%013F-HR/ATimeline
WASHINGTON TRUST Co1,932$114K<0.01%-4013F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC1,909$113K0.02%013F-HRTimeline
Founders Financial Alliance, LLC1,871$110K0.03%-5413F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC1,838$96.4K0.01%013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …1,627$95.9K0.02%13F-HRTimelineGroup
Anchor Investment Management, LLC1,478$87.1K0.01%013F-HRTimeline
High Note Wealth, LLC1,397$82.3K0.02%013F-HRTimeline
TSFG, LLC1,350$80K0.02%013F-HRTimeline
Navigoe, LLC1,348$79K0.07%013F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC1,322$77.9K0.05%013F-HRTimeline
Abound Wealth Management1,311$77.2K0.03%+89713F-HRTimeline
Bellwether Advisors, LLC1,244$73.3K0.02%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC1,233$72.7K0.01%-22413F-HRTimeline
TUCKER ASSET MANAGEMENT LLC1,225$72.2K0.02%-8013F-HRTimeline
HOEY INVESTMENTS, INC1,173$69.1K0.01%+1,17213F-HRTimeline
GPS Wealth Strategies Group, LLC1,132$66.7K0.01%+513F-HRTimeline
Opal Wealth Advisors, LLC1,111$65.5K0.02%-8,46013F-HRTimeline
Princeton Global Asset Management LLC1,089$64.2K0.01%013F-HRTimeline
Headlands Technologies LLC1,069$63K0.01%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,058$62.4K<0.01%+95013F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC1,033$60.9K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC998$58.8K0.02%-33813F-HRTimeline
Indiana Trust & Investment Management Co982$57.9K0.02%-2913F-HRTimeline
Wells Financial Advisors INC965$56.9K0.08%+50013F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.954$56.2K0.03%013F-HRTimeline
Atlantic Private Wealth, LLC923$54.4K0.04%013F-HRTimeline
Collier Financial912$53.7K0.05%-101,02613F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…907$53.5K<0.01%013F-HRTimelineGroup
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO900$53K<0.01%new13F-HRTimelineGroup
Beacon Capital Management, LLC881$51.9K0.01%013F-HRTimeline
Rossby Financial, LCC830$50.2K0.02%new13F-HRTimeline
BALLAST ADVISORS LLC838$49.4K0.02%013F-HRTimeline
Powell Investment Advisors, LLC773$45.6K0.02%013F-HRTimeline
Sandy Spring Bank754$44.4K<0.01%+3513F-HRTimeline
PSI Advisors, LLC746$44K0.01%-18813F-HRTimeline
Christopher J. Hasenberg, Inc728$43K0.02%new13F-HRTimeline
Murphy & Mullick Capital Management Corp680$40.1K0.04%+49013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP651$38.4K<0.01%-213F-HRTimelineGroup
PHILLIPS FINANCIAL MANAGEMENT, LLC621$36.6K<0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC612$36.1K<0.01%-3713F-HRTimeline
JNBA Financial Advisors550$32.4K<0.01%-25213F-HRTimeline
Bogart Wealth, LLC549$32.4K<0.01%+29913F-HRTimeline
Breakwater Investment Management528$31.1K0.01%new13F-HRTimeline
Legacy Bridge, LLC525$30.9K0.02%013F-HRTimeline
Global Trust Asset Management, LLC525$30.9K0.02%+50013F-HRTimeline
ROGCO, LP499$29.4K0.01%013F-HRTimeline
TRUST CO OF VERMONT479$28.2K<0.01%+17913F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV490$28K0.01%+14413F-HRTimeline
Addison Advisors LLC472$27.8K0.01%013F-HRTimeline
IMG Wealth Management, Inc.460$27.1K0.02%new13F-HRTimeline
Cedar Mountain Advisors, LLC446$26.3K0.01%-22013F-HRTimeline
Richardson Capital Management LLC426$25.1K0.02%013F-HRTimeline
Signature Resources Capital Management,…421$24.8K0.02%+31913F-HRTimeline
SIGNATUREFD, LLC407$24K<0.01%+2713F-HRTimeline
OAKWORTH CAPITAL, INC.378$22.3K<0.01%013F-HRTimeline
CVA Family Office, LLC376$22.2K<0.01%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners376$22.2K<0.01%013F-HRTimelineGroup
Financial Network Wealth Advisors LLC376$22.2K0.03%+19313F-HRTimeline
Ruedi Wealth Management, Inc.371$21.9K0.01%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.363$21.4K0.01%013F-HRTimeline
Financial Freedom, LLC330$19.4K0.01%013F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC325$19.2K0.02%013F-HRTimeline
Caldwell Trust Co324$19.1K<0.01%-11013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC314$18.5K0.01%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP306$18K<0.01%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…302$17.8K<0.01%013F-HRTimeline
OPTIMUM INVESTMENT ADVISORS301$17.7K0.01%013F-HRTimeline
Hurley Capital, LLC299$17.6K0.01%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC284$16.7K<0.01%-14013F-HRTimeline
CGC Financial Services, LLC280$16.5K0.01%013F-HRTimeline
Clearstead Trust, LLC254$15K<0.01%013F-HRTimeline
EPG Wealth Management LLC245$14.4K<0.01%013F-HRTimeline
Archer Investment Corp234$13.8K<0.01%-6213F-HRTimeline
Park Place Capital Corp230$13.6K<0.01%013F-HRTimeline
Avion Wealth235$12K<0.01%013F-HRTimeline
PROFFITT & GOODSON INC200$11.8K<0.01%new13F-HRTimeline
Smithfield Trust Co183$11K<0.01%013F-HRTimeline
Paladin Advisory Group, LLC178$10.5K0.01%013F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC178$10.5K0.01%013F-HRTimeline
Reyes Financial Architecture, Inc.174$10.3K0.01%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC159$9.37K<0.01%013F-HRTimeline
Dakota Community Bank & Trust NA159$9.37K0.05%new13F-HRTimeline
Vermillion Wealth Management, Inc.150$8.84K<0.01%013F-HRTimeline
UMB Bank, n.a.138$8.13K<0.01%+3113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Luminist Capital LLC133$7.85K0.01%013F-HRTimeline
New Millennium Group LLC131$7.72K0.01%-2713F-HRTimeline
Dunhill Financial, LLC131$7.72K<0.01%013F-HRTimeline
Realta Investment Advisors130$7.68K<0.01%013F-HRTimeline
Trust Co128$7.54K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC116$6.84K<0.01%013F-HRTimeline
Investors Research Corp116$6.84K<0.01%new13F-HRTimeline
Fairman Group, LLC128$6.74K0.01%013F-HRTimeline
Coston, McIsaac & Partners104$6K<0.01%013F-HRTimeline
EASTERN BANK98$5.78K<0.01%new13F-HRTimeline
Park Square Financial Group, LLC94$5.54K<0.01%-5213F-HRTimeline
Hughes Financial Services, LLC87$5.13K<0.01%new13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…85$5.01K<0.01%013F-HRTimelineGroup
SITTNER & NELSON, LLC84$4.95K<0.01%013F-HRTimeline
Laurel Wealth Advisors LLC77$4.54K<0.01%013F-HRTimeline
Jackson Hole Capital Partners, LLC72$4.24K<0.01%013F-HRTimeline
IAG Wealth Partners, LLC67$3.95K<0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.65$3.83K<0.01%013F-HRTimeline
HHM Wealth Advisors, LLC60$3.54K<0.01%013F-HRTimeline
CITY HOLDING CO60$3.54K<0.01%-2413F-HRTimeline
Whipplewood Advisors, LLC5,356$3.48K<0.01%new13F-HRTimeline
REDMONT WEALTH ADVISORS LLC55$3.24K0.01%new13F-HRTimeline
Barnes Dennig Private Wealth Management…51$3.01K<0.01%13F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.50$2.95K<0.01%013F-HRTimeline
1620 INVESTMENT ADVISORS, INC.50$2.95K<0.01%013F-HRTimeline
Hoese & Co LLP48$2.83K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.47$2.77K<0.01%013F-HRTimeline
BARRETT & COMPANY, INC.47$2.77K<0.01%013F-HRTimeline
AllSquare Wealth Management LLC45$2.65K<0.01%013F-HRTimeline
MJT & Associates Financial Advisory Gro…44$2.59K<0.01%13F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC41$2.45K<0.01%013F-HRTimeline
McIlrath & Eck, LLC40$2.36K<0.01%013F-HRTimeline
North Capital, Inc.40$2.35K<0.01%13F-HRTimeline
Morton Brown Family Wealth, LLC36$2.12K<0.01%013F-HRTimeline
Pillar Financial Advisors, LLC35$2.06K<0.01%013F-HRTimeline
CX Institutional29$2K<0.01%new13F-HRTimeline
MOTCO29$1.71K<0.01%013F-HRTimeline
Heck Capital Advisors, LLC27$1.59K<0.01%013F-HRTimeline
Fourth Dimension Wealth, LLC27$1.57K<0.01%013F-HRTimeline
AFFINITY WEALTH LLC26$1.53K<0.01%013F-HRTimeline
Lindbrook Capital, LLC22$1.3K<0.01%new13F-HRTimeline
Jackson, Grant Investment Advisers, Inc.21$1.26K<0.01%013F-HRTimeline
Smallwood Wealth Investment Management,…21$1.24K<0.01%new13F-HRTimeline
Bangor Savings Bank16$943<0.01%013F-HRTimeline