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Disclosery

EFV ISHARES TR

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SHS (fund)

1,063 managers (1,074 13F filers) reported a position in EFV shares at 2025-06-30, 375,530,773 shares in all. 101 filers opened a position and 44 filers sold out during the quarter.

Managers
1,063
13F filers
1,074
New
101
Added
557
Reduced
256
Sold out
44
Shares held by filers
375,530,773

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Institute for Wealth Management, LLC.5,191$330K0.04%+113F-HRTimeline
Index Fund Advisors, Inc.5,153$327K0.02%+2513F-HRTimeline
Western Financial Corp/CA5,142$326K0.17%+1,49813F-HRTimeline
Trilogy Capital Inc.5,131$326K0.02%new13F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…5,100$324K0.01%-34313F-HRTimelineGroup
Beaird Harris Wealth Management, LLC5,067$322K0.02%-30713F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…5,039$320K0.03%+1,42613F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.5,000$317K0.09%013F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC4,961$315K0.19%013F-HRTimeline
Opes Wealth Management LLC4,958$315K0.06%013F-HRTimeline
LIFE LINE WEALTH MANAGEMENT LLC4,936$313K0.1%+1,25213F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC4,905$311K0.03%new13F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC4,881$310K<0.01%new13F-HRTimelineGroup
FSA Advisors, Inc.4,818$306K0.25%+1,07913F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC4,764$302K0.09%new13F-HRTimeline
Vantage Point Financial LLC4,750$302K0.13%new13F-HRTimeline
Facet Wealth, Inc.4,734$300K0.01%new13F-HRTimeline
Axim Planning & Wealth4,680$297K0.27%new13F-HRTimeline
Hirtle & Co., LLC4,662$296K0.01%013F-HRTimeline
Legacy Wealth Asset Management, LLC4,593$292K0.07%013F-HRTimeline
Cambridge Financial Group, LLC4,589$291K0.11%013F-HRTimeline
FIDELITY D & D BANCORP INC4,581$291K0.18%new13F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC4,537$288K0.11%+9713F-HRTimeline
Oregon Pacific Wealth Management, LLC4,533$288K0.27%new13F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…4,519$287K0.03%-5513F-HRTimelineGroup
HUB Investment Partners, LLC4,493$285K0.01%-1,06813F-HRTimeline
Etesian Wealth Advisors, Inc.4,390$279K0.1%new13F-HRTimeline
Milestone Investment Advisors LLC4,387$278K0.07%-48613F-HRTimeline
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC4,358$277K0.06%new13F-HRTimeline
NOVEM GROUP4,343$276K0.03%+30213F-HRTimeline
LongView Wealth Management4,341$276K0.08%new13F-HRTimeline
Midwest Trust Co4,328$275K<0.01%13F-HRTimeline
SACHEM HILL LLC4,301$273K0.06%-15913F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…4,203$267K0.04%new13F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC4,114$261K0.05%013F-HRTimelineGroup
Avior Wealth Management, LLC4,093$260K0.01%-39113F-HRTimeline
Parallel Advisors, LLC4,075$259K0.01%-14713F-HRTimeline
Mosaic Advisors LLC4,062$258K0.38%new13F-HRTimeline
Peak Planning Group, LLC4,024$255K0.16%new13F-HRTimeline
KM Capital Management Ltd.4,016$255K0.13%new13F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC4,001$254K0.03%+3513F-HRTimelineGroup
WRAPMANAGER INC3,956$251K0.06%-31513F-HRTimeline
TRUE Private Wealth Advisors3,947$251K0.03%-3,15213F-HRTimeline
Good Life Advisors, LLC3,939$250K0.02%-5813F-HRTimeline
Keeler Thomas Management LLC3,919$249K0.11%-27,10513F-HRTimeline
Versant Capital Management, Inc3,905$248K0.04%013F-HRTimeline
Venture Visionary Partners LLC3,872$246K0.01%new13F-HRTimeline
Professional Financial Advisors, LLC3,861$245K0.06%+34713F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC3,858$245K0.02%013F-HRTimelineGroup
Bank Julius Baer & Co. Ltd, Zurich3,842$244K<0.01%013F-HR/ATimeline
Bridgewealth Advisory Group, LLC3,826$243K0.06%+21513F-HRTimeline
EWG Elevate Inc.3,822$243K0.07%new13F-HRTimeline
Global View Capital Management LLC3,803$241K0.08%new13F-HRTimeline
Cynosure Group, LLC3,773$240K0.03%+37413F-HRTimeline
Obermeyer Wealth Partners3,761$239K0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.3,723$236K0.04%-73313F-HRTimeline
GTS SECURITIES LLC3,690$234K0.01%new13F-HRTimeline
TrueWealth Advisors, LLC3,688$234K0.07%new13F-HRTimeline
Team Hewins, LLC3,665$233K0.08%013F-HRTimeline
Vickerman Investment Advisors, Inc.3,657$232K0.05%013F-HRTimeline
Lutz Financial Services LLC3,654$232K0.02%013F-HRTimeline
Aurdan Capital Management, LLC3,647$232K0.08%+14413F-HRTimeline
Mission Hills Financial Advisory, LLC3,612$229K0.14%013F-HRTimeline
MKT Advisors LLC3,605$229K0.09%new13F-HRTimeline
Trail Ridge Investment Advisors, LLC3,597$228K0.11%new13F-HRTimeline
Urban Financial Advisory Corp3,586$228K0.11%+7713F-HRTimeline
AlphaCore Capital LLC3,565$226K0.01%+10213F-HRTimeline
Radnor Capital Management, LLC3,561$226K0.04%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.3,526$224K0.09%+24913F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP3,512$223K<0.01%-14913F-HRTimelineGroup
MARCO INVESTMENT MANAGEMENT LLC3,500$222K0.02%013F-HRTimeline
Busey Bank3,489$221K0.01%new13F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC3,462$220K0.08%new13F-HRTimeline
Stonebridge Financial Group, LLC3,449$219K0.02%013F-HRTimeline
FineMark National Bank & Trust3,416$217K0.01%new13F-HRTimeline
Total Wealth Planning, LLC3,401$216K0.03%-1,27413F-HRTimeline
Hidden Cove Wealth Management, LLC3,395$216K0.16%new13F-HRTimeline
Madison Wealth Partners, Inc3,376$214K0.05%-2913F-HRTimeline
Moisand Fitzgerald Tamayo, LLC3,344$212K0.03%013F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…3,309$211K0.08%new13F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC3,303$210K0.02%-18613F-HRTimeline
Financial Sense Advisors, Inc.3,302$210K0.05%new13F-HRTimeline
CFO4Life Group, LLC3,295$209K0.03%new13F-HRTimeline
Frontier Asset Management, LLC3,277$208K0.06%new13F-HRTimeline
Stone Summit Wealth LLC3,266$207K0.06%new13F-HRTimeline
Atlas Brown,Inc.3,263$207K0.07%new13F-HRTimeline
AMERICAN NATIONAL BANK & TRUST3,262$207K0.02%013F-HRTimeline
DAVIDSON TRUST CO3,256$207K0.1%new13F-HRTimeline
BRASS TAX WEALTH MANAGEMENT, INC3,253$206K0.04%new13F-HRTimeline
Bristlecone Advisors, LLC3,241$206K0.02%013F-HRTimeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC3,238$206K0.04%new13F-HRTimelineGroup
Gilliland Jeter Wealth Management LLC3,230$205K0.07%new13F-HRTimeline
Innova Wealth Partners3,215$204K0.12%new13F-HRTimeline
Valtrion Capital Management, LLC3,199$203K0.24%new13F-HRTimeline
Shira Ridge Wealth Management3,198$203K0.09%new13F-HRTimeline
Coppell Advisory Solutions LLC3,192$203K0.02%new13F-HR/ATimeline
OARSMAN CAPITAL, INC.3,168$201K0.03%-41113F-HRTimeline
MFA Wealth Services3,151$200K0.15%new13F-HRTimeline
Federation des caisses Desjardins du Qu…3,129$199K<0.01%-1,03513F-HRTimeline
Providence Capital Advisors, LLC3,024$192K0.04%new13F-HRTimeline
Arax Advisory Partners3,016$191K0.01%+52013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC2,931$186K<0.01%+5813F-HRTimeline
AMERIFLEX GROUP, INC.2,939$185K0.1%-31613F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC2,911$185K0.02%+1,67813F-HRTimeline
Annis Gardner Whiting Capital Advisors,…2,892$184K0.06%new13F-HRTimeline
Choate Investment Advisors2,844$181K<0.01%new13F-HRTimeline
Pineridge Advisors LLC2,696$171K0.06%-34413F-HRTimeline
Rosenberg Matthew Hamilton2,640$168K0.04%-23913F-HRTimeline
HORIZON BANCORP INC /IN/2,520$160K0.08%-40513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Wells Financial Advisors INC2,520$160K0.22%+1,55513F-HRTimeline
MeadowBrook Investment Advisors LLC2,495$158K0.14%013F-HRTimeline
Balentine LLC2,462$156K0.01%013F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…2,362$150K0.01%013F-HRTimeline
S.A. Mason LLC2,291$145K0.07%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC2,257$143K0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…2,212$140K<0.01%013F-HRTimelineGroup
JDM Financial Group LLC2,088$133K0.06%013F-HRTimeline
Strategic Wealth Partners, Ltd.2,059$131K0.01%13F-HRTimeline
Team Financial Group, LLC2,050$130K0.06%new13F-HRTimeline
MCF Advisors LLC2,043$130K0.01%-2813F-HRTimeline
GAMMA Investing LLC2,043$130K0.01%-1113F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC1,838$117K0.01%013F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …1,627$103K0.02%13F-HRTimelineGroup
TSFG, LLC1,597$101K0.02%+24713F-HRTimeline
Cornerstone Planning Group LLC1,516$97.2K0.02%-54413F-HRTimeline
Anchor Investment Management, LLC1,478$93.8K0.01%013F-HRTimeline
High Note Wealth, LLC1,397$88.7K0.02%013F-HRTimeline
Navigoe, LLC1,348$85K0.06%013F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC1,322$83.9K0.05%013F-HRTimeline
Founders Financial Alliance, LLC1,294$82.1K0.02%-57713F-HRTimeline
Bellwether Advisors, LLC1,244$79K0.01%013F-HRTimeline
HOEY INVESTMENTS, INC1,173$74.5K0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC1,138$72.2K0.01%+613F-HRTimeline
JFS WEALTH ADVISORS, LLC1,113$70.7K<0.01%+8013F-HRTimeline
Tortoise Investment Management, LLC1,095$69.5K0.01%-89013F-HRTimeline
Princeton Global Asset Management LLC1,089$69.1K0.01%013F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK1,011$64.2K<0.01%new13F-HRTimelineGroup
Bogart Wealth, LLC1,000$63.5K<0.01%+45113F-HRTimeline
Indiana Trust & Investment Management Co982$62.3K0.02%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…969$61.5K<0.01%+6213F-HRTimelineGroup
Koesten, Hirschmann & Crabtree, INC.954$60.6K0.03%013F-HRTimeline
Rice Partnership, LLC934$59.3K0.01%new13F-HRTimeline
Beacon Capital Management, LLC934$59.3K0.01%+5313F-HRTimeline
HOWE & RUSLING INC932$59.2K<0.01%-3,24113F-HRTimeline
Atlantic Private Wealth, LLC923$58.6K0.04%013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC890$56.5K<0.01%-1,72513F-HR/ATimelineGroup
Clark Wealth Partners868$55.1K0.04%-1,13913F-HRTimeline
BALLAST ADVISORS LLC838$53.2K0.02%013F-HRTimeline
Rossby Financial, LCC830$52.7K0.02%013F-HRTimeline
Christopher J. Hasenberg, Inc791$50.2K0.02%+6313F-HRTimeline
Powell Investment Advisors, LLC790$50.2K0.02%+1713F-HRTimeline
TUCKER ASSET MANAGEMENT LLC714$45.3K0.01%-51113F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP651$41.3K<0.01%013F-HRTimelineGroup
HIGHLINE WEALTH PARTNERS LLC642$40.8K0.01%-35613F-HRTimeline
SALEM INVESTMENT COUNSELORS INC638$40.5K<0.01%+2613F-HR/ATimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC622$39.5K<0.01%+113F-HRTimeline
Headlands Technologies LLC594$37.7K<0.01%-47513F-HRTimeline
Financial Network Wealth Advisors LLC591$37.5K0.05%+21513F-HRTimeline
JNBA Financial Advisors550$34.9K<0.01%013F-HRTimeline
Breakwater Investment Management528$33.5K0.01%013F-HRTimeline
ROGCO, LP499$31.7K0.01%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC499$31.7K0.02%+18513F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV500$31K0.01%+1013F-HRTimeline
TRUST CO OF VERMONT479$30.4K<0.01%013F-HRTimeline
Addison Advisors LLC472$30K0.01%013F-HRTimeline
Pandora Wealth, Inc.467$29.6K0.02%new13F-HRTimeline
Opal Wealth Advisors, LLC458$29.1K0.01%-65313F-HRTimeline
Cedar Mountain Advisors, LLC456$28.9K0.01%+1013F-HRTimeline
Crewe Advisors LLC449$28.5K<0.01%new13F-HRTimeline
SIGNATUREFD, LLC448$28.5K<0.01%+4113F-HRTimeline
Richardson Capital Management LLC436$27.7K0.01%+1013F-HRTimeline
Signature Resources Capital Management,…409$26K0.02%-1213F-HRTimeline
Legacy Bridge, LLC400$25.4K0.01%-12513F-HRTimeline
Abound Wealth Management394$25K0.01%-91713F-HRTimeline
ATWOOD & PALMER INC392$24.9K<0.01%new13F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…385$24.5K0.01%new13F-HRTimeline
CVA Family Office, LLC385$24.4K<0.01%+913F-HRTimeline
OAKWORTH CAPITAL, INC.378$24K<0.01%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.363$23K0.01%013F-HRTimeline
Financial Freedom, LLC330$20.9K0.01%013F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC325$20.6K0.02%013F-HRTimeline
Caldwell Trust Co324$20.6K<0.01%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP306$19.4K<0.01%013F-HRTimeline
EASTERN BANK304$19.3K<0.01%+20613F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…302$19.2K<0.01%013F-HRTimeline
OPTIMUM INVESTMENT ADVISORS301$19.1K0.01%013F-HRTimeline
Hurley Capital, LLC299$19K0.01%013F-HRTimeline
Harbor Asset Planning, Inc.289$18.4K0.02%13F-HRTimeline
Fairman Group, LLC287$18.2K0.01%+15913F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC284$18K<0.01%013F-HRTimeline
CGC Financial Services, LLC280$17.8K0.01%013F-HRTimeline
Clearstead Trust, LLC254$16.1K<0.01%013F-HRTimeline
EPG Wealth Management LLC245$15.6K<0.01%013F-HRTimeline
Avion Wealth241$15K<0.01%+613F-HR/ATimeline
MTM Investment Management, LLC206$13.1K<0.01%new13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.198$13K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Archer Investment Corp201$12.8K<0.01%-3313F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO195$12.4K<0.01%-70513F-HRTimelineGroup
Murphy & Mullick Capital Management Corp190$12K0.01%-49013F-HRTimeline
Paladin Advisory Group, LLC178$11.3K0.01%013F-HRTimeline