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Disclosery

EFV ISHARES TR

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SHS (fund)

1,107 managers (1,118 13F filers) reported a position in EFV shares at 2025-09-30, 350,281,250 shares in all. 98 filers opened a position and 47 filers sold out during the quarter.

Managers
1,107
13F filers
1,118
New
98
Added
354
Reduced
442
Sold out
47
Shares held by filers
350,281,250

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Crescent Grove Advisors, LLC5,262$357K0.03%013F-HRTimeline
CARDIFF PARK ADVISORS, LLC5,220$354K0.03%013F-HRTimeline
Sage Mountain Advisors LLC5,199$353K0.02%013F-HRTimeline
Institute for Wealth Management, LLC.5,191$352K0.04%013F-HRTimeline
Index Fund Advisors, Inc.5,153$350K0.02%013F-HRTimeline
Freedom Investment Management, Inc.5,146$349K0.09%-17,11913F-HRTimeline
Trilogy Capital Inc.5,128$348K0.02%-313F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC5,120$347K0.08%+1,65813F-HRTimeline
Fisher Asset Management, LLC5,094$346K<0.01%-4,85513F-HRTimeline
LOCKERMAN FINANCIAL GROUP, INC.5,067$344K0.43%-78513F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV5,013$340K0.02%new13F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.5,000$339K0.09%013F-HRTimeline
GREAT OAK CAPITAL PARTNERS, LLC4,995$339K0.09%new13F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC4,961$337K0.22%013F-HRTimeline
Opes Wealth Management LLC4,958$336K0.06%013F-HRTimeline
Edgestream Partners, L.P.4,916$333K0.01%new13F-HRTimeline
FIDELITY D & D BANCORP INC4,892$332K0.18%+31113F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC4,873$331K0.03%+87213F-HRTimelineGroup
Hidden Cove Wealth Management, LLC4,822$327K0.22%+1,42713F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC4,772$324K0.08%+813F-HRTimeline
FSA Advisors, Inc.4,761$323K0.26%-5713F-HRTimeline
Wedmont Private Capital4,739$323K0.01%-2,20613F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…5,039$320K0.03%013F-HRTimeline
Rehmann Capital Advisory Group4,671$317K0.02%-1,31513F-HRTimeline
Gladstone Institutional Advisory LLC4,670$317K0.01%-74013F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…4,659$316K0.03%+14013F-HRTimelineGroup
New Republic Capital, LLC4,649$315K0.1%-1,23813F-HRTimeline
HUB Investment Partners, LLC4,622$314K0.01%+12913F-HRTimeline
Parkwoods Wealth Partners, LLC4,614$313K0.11%new13F-HRTimeline
Legacy Wealth Asset Management, LLC4,593$312K0.08%013F-HRTimeline
Oregon Pacific Wealth Management, LLC4,591$311K0.27%+5813F-HRTimeline
Cambridge Financial Group, LLC4,589$311K0.1%013F-HRTimeline
Western Financial Corp/CA4,569$310K0.13%-57313F-HRTimeline
NORTHSTAR ASSET MANAGEMENT INC4,564$310K0.08%new13F-HRTimeline
Fiscal Wisdom Wealth Management, LLC4,521$308K0.29%13F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC4,537$308K0.11%013F-HR/ATimeline
Global Financial Private Client, LLC4,505$306K0.11%-86013F-HRTimeline
Hirtle & Co., LLC4,428$300K0.01%-23413F-HRTimeline
Milestone Investment Advisors LLC4,387$298K0.07%013F-HRTimeline
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC4,358$296K0.05%013F-HRTimeline
NOVEM GROUP4,322$293K0.03%-2113F-HRTimeline
Prime Capital Investment Advisors, LLC4,258$289K<0.01%new13F-HRTimeline
Parallel Advisors, LLC4,239$288K0.01%+16413F-HRTimeline
Veracity Capital LLC4,220$286K0.09%-1,66613F-HRTimeline
SACHEM HILL LLC4,133$280K0.06%-16813F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC4,114$279K0.05%013F-HRTimelineGroup
LVW Advisors, LLC4,086$277K0.03%-18,00713F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich4,086$277K<0.01%+24413F-HRTimeline
TRUE Private Wealth Advisors4,064$276K0.03%+11713F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.4,000$271K<0.01%-16,19013F-HRTimelineGroup
LongView Wealth Management3,990$271K0.07%-35113F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …3,985$270K<0.01%new13F-HRTimelineGroup
TBH Global Asset Management, LLC3,959$269K0.05%new13F-HRTimeline
Professional Financial Advisors, LLC3,910$265K0.06%+4913F-HRTimeline
Versant Capital Management, Inc3,905$265K0.04%013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC3,858$262K0.02%013F-HRTimelineGroup
Bridgewealth Advisory Group, LLC3,826$260K0.06%013F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC3,812$259K0.01%new13F-HRTimelineGroup
Obermeyer Wealth Partners3,812$259K0.01%+5113F-HRTimeline
Cynosure Group, LLC3,773$256K0.03%013F-HR/ATimeline
CATALYST FINANCIAL PARTNERS LLC3,762$255K0.03%-1,14313F-HRTimeline
Stewardship Advisors, LLC3,745$254K0.06%new13F-HRTimeline
Team Hewins, LLC3,665$249K0.08%013F-HRTimeline
Vickerman Investment Advisors, Inc.3,657$248K0.05%013F-HRTimeline
Aurdan Capital Management, LLC3,647$247K0.08%013F-HRTimeline
MKT Advisors LLC3,605$246K0.09%013F-HRTimeline
Mission Hills Financial Advisory, LLC3,612$245K0.13%013F-HRTimeline
Urban Financial Advisory Corp3,586$243K0.11%013F-HRTimeline
AlphaCore Capital LLC3,565$242K0.01%013F-HRTimeline
Radnor Capital Management, LLC3,561$242K0.04%013F-HRTimeline
MARCO INVESTMENT MANAGEMENT LLC3,500$237K0.02%013F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC3,480$236K<0.01%-16,33413F-HRTimelineGroup
Pacific Asset Management, LLC3,465$235K0.16%new13F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC3,451$234K0.01%new13F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…3,447$234K0.03%-75613F-HRTimeline
Huntleigh Advisors, Inc.3,440$233K0.04%new13F-HRTimeline
Peak Planning Group, LLC3,410$231K0.12%-61413F-HRTimeline
Stonebridge Financial Group, LLC3,405$231K0.02%-4413F-HRTimeline
Wealthspire Retirement, LLC3,403$231K0.01%new13F-HR/ATimeline
Total Wealth Planning, LLC3,401$231K0.03%013F-HRTimeline
FineMark National Bank & Trust3,390$230K0.01%-2613F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…3,309$228K0.08%013F-HRTimeline
CFO4Life Group, LLC3,352$227K0.03%+5713F-HRTimeline
Moisand Fitzgerald Tamayo, LLC3,344$227K0.03%013F-HRTimeline
VANGUARD GROUP INCin group VANGUARD GROUP INC3,325$226K<0.01%new13F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…3,310$225K<0.01%+2,34113F-HRTimelineGroup
Commonwealth Financial Services, LLC3,284$223K0.04%new13F-HRTimeline
Frontier Asset Management, LLC3,277$222K0.06%013F-HRTimeline
Atlas Brown,Inc.3,263$221K0.07%013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST3,262$221K0.02%013F-HRTimeline
DAVIDSON TRUST CO3,256$221K0.09%013F-HRTimeline
BRASS TAX WEALTH MANAGEMENT, INC3,253$221K0.04%013F-HRTimeline
Avior Wealth Management, LLC3,251$221K0.01%-84213F-HRTimeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC3,238$220K0.04%013F-HRTimelineGroup
Financial Sense Advisors, Inc.3,223$219K0.04%-7913F-HRTimeline
Fortis Advisors, LLC3,217$218K0.12%-2,14713F-HRTimeline
Stone Summit Wealth LLC3,213$218K0.06%-5313F-HRTimeline
Atlas Private Wealth Advisors3,176$215K0.05%-3,51813F-HRTimeline
OARSMAN CAPITAL, INC.3,168$215K0.03%013F-HRTimeline
One Wealth Management Investment & Advi…3,162$214K0.25%new13F-HRTimeline
Clarity Financial LLC3,145$213K0.02%new13F-HRTimeline
OAK FAMILY ADVISORS, LLC3,145$213K0.07%new13F-HRTimeline
Coppell Advisory Solutions LLC3,151$213K0.02%-4113F-HRTimeline
PACES FERRY WEALTH ADVISORS, LLC3,132$212K0.09%new13F-HRTimeline
Madison Wealth Partners, Inc3,129$212K0.04%-24713F-HRTimeline
RWA WEALTH PARTNERS, LLC3,123$212K<0.01%new13F-HRTimeline
Federation des caisses Desjardins du Qu…3,119$212K<0.01%-1013F-HRTimeline
Optimist Retirement Group LLC3,105$211K0.1%new13F-HRTimeline
Vantage Point Financial LLC3,095$210K0.08%-1,65513F-HRTimeline
TrueWealth Advisors, LLC3,082$209K0.06%-60613F-HRTimeline
FSA WEALTH PARTNERS, INC.3,080$209K0.08%new13F-HRTimeline
Astoria Portfolio Advisors LLC.3,056$209K0.05%new13F-HRTimeline
Cornerstone Financial Group, LLC /NE/3,066$208K0.16%new13F-HRTimeline
Oder Investment Management, LLC3,035$206K0.15%new13F-HRTimeline
WASHINGTON TRUST Co3,031$206K0.01%new13F-HRTimeline
Comprehensive Money Management Services…3,005$204K0.14%new13F-HRTimeline
Friday Financial3,004$204K0.09%new13F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC3,000$203K0.01%new13F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV2,992$203K0.04%new13F-HRTimeline
FLC Capital Advisors2,984$202K0.04%new13F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP2,968$201K<0.01%-54413F-HR/ATimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC2,931$199K<0.01%013F-HRTimeline
Imprint Wealth LLC2,889$196K0.63%13F-HRTimeline
Pineridge Advisors LLC2,877$195K0.06%+18113F-HRTimeline
Providence Capital Advisors, LLC2,774$188K0.03%-25013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC2,693$182K<0.01%-3,90013F-HRTimelineGroup
SOA Wealth Advisors, LLC.2,650$180K0.03%-1,07313F-HRTimeline
QUADRANT CAPITAL GROUP LLC2,625$178K0.01%new13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC2,604$177K0.01%-30713F-HRTimeline
Wells Financial Advisors INC2,585$175K0.23%+6513F-HRTimeline
Rosenberg Matthew Hamilton2,576$175K0.04%-6413F-HRTimeline
HORIZON BANCORP INC /IN/2,520$171K0.08%013F-HRTimeline
MeadowBrook Investment Advisors LLC2,495$169K0.15%013F-HRTimeline
Balentine LLC2,462$167K0.01%013F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…2,362$160K0.01%013F-HRTimeline
Grey Fox Wealth Advisors, LLC2,342$159K0.03%new13F-HRTimeline
Team Financial Group, LLC2,327$158K0.07%+27713F-HRTimeline
S.A. Mason LLC2,291$155K0.07%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC2,257$153K0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…2,212$150K<0.01%013F-HRTimelineGroup
Clark Wealth Partners2,066$148K0.09%+1,19813F-HRTimeline
GAMMA Investing LLC2,117$144K0.01%+7413F-HRTimeline
JDM Financial Group LLC2,088$142K0.06%013F-HRTimeline
MCF Advisors LLC2,043$139K0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC1,838$125K0.01%013F-HRTimeline
TSFG, LLC1,741$118K0.02%+14413F-HRTimeline
Founders Financial Alliance, LLC1,588$108K0.02%+29413F-HRTimeline
Anchor Investment Management, LLC1,478$100K0.01%013F-HRTimeline
Root Financial Partners, LLC1,478$100K0.01%new13F-HRTimeline
OAKWORTH CAPITAL, INC.1,394$94.6K0.01%+1,01613F-HRTimeline
AMERIFLEX GROUP, INC.1,364$92.5K0.03%-1,57513F-HRTimeline
Navigoe, LLC1,348$91K0.06%013F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC1,322$89.7K0.05%013F-HRTimeline
High Note Wealth, LLC1,302$88.3K0.02%-9513F-HRTimeline
Rice Partnership, LLC1,246$84.5K0.01%+31213F-HRTimeline
SALEM INVESTMENT COUNSELORS INC1,242$84.3K<0.01%+60413F-HRTimeline
GPS Wealth Strategies Group, LLC1,231$83.5K0.01%+9313F-HRTimeline
HOEY INVESTMENTS, INC1,203$81.6K0.01%+3013F-HRTimeline
Wilmington Savings Fund Society, FSB1,115$75.6K<0.01%-4,68013F-HR/ATimeline
JFS WEALTH ADVISORS, LLC1,113$75.5K<0.01%013F-HRTimeline
Tortoise Investment Management, LLC1,095$74.3K0.01%013F-HRTimeline
Princeton Global Asset Management LLC1,089$73.9K0.01%013F-HRTimeline
Family Legacy Financial Solutions, LLC1,058$71.8K0.05%new13F-HRTimeline
Bogart Wealth, LLC1,000$67.8K<0.01%013F-HRTimeline
Indiana Trust & Investment Management Co982$66.6K0.02%013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …972$65.9K0.01%13F-HRTimelineGroup
Koesten, Hirschmann & Crabtree, INC.954$64.7K0.03%013F-HRTimeline
HOWE & RUSLING INC932$63.2K<0.01%013F-HRTimeline
Atlantic Private Wealth, LLC923$62.6K0.04%013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC890$60.4K<0.01%013F-HR/ATimelineGroup
BALLAST ADVISORS LLC838$56.8K0.02%013F-HRTimeline
Rossby Financial, LCC830$56.6K0.02%013F-HRTimeline
Bangor Savings Bank791$53.7K<0.01%+77513F-HRTimeline
Powell Investment Advisors, LLC790$53.6K0.02%013F-HRTimeline
Financial Network Wealth Advisors LLC729$49.4K0.05%+13813F-HRTimeline
TUCKER ASSET MANAGEMENT LLC714$48.4K0.01%013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…677$45.9K0.01%+29213F-HRTimeline
Measured Wealth Private Client Group, L…675$45.8K0.01%new13F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP650$44.1K<0.01%-113F-HRTimelineGroup
HIGHLINE WEALTH PARTNERS LLC642$43.5K0.01%013F-HRTimeline
Rossmore Private Capital616$41.8K<0.01%new13F-HRTimeline
Collier Financial570$38.7K0.03%13F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC562$38.1K<0.01%-6013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp551$37.4K<0.01%+39713F-HRTimelineGroup
JNBA Financial Advisors550$37.3K<0.01%013F-HRTimeline
Breakwater Investment Management528$35.8K0.01%013F-HRTimeline
Tripletail Wealth Management, LLC508$34.7K0.04%new13F-HRTimeline
Crewe Advisors LLC505$34.3K<0.01%+5613F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC499$33.8K0.02%013F-HRTimeline
ROGCO, LP499$33.8K0.01%013F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/496$33.6K0.01%new13F-HRTimelineGroup
Abound Wealth Management496$33.6K0.01%+10213F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV500$33K0.01%013F-HRTimeline
TRUST CO OF VERMONT479$32.5K<0.01%013F-HRTimeline
Addison Advisors LLC472$32K0.01%013F-HRTimeline
Guerra Advisors Inc470$31.9K0.01%new13F-HRTimeline
Cedar Mountain Advisors, LLC456$30.9K0.01%013F-HRTimeline
Caldwell Trust Co428$29K<0.01%+10413F-HRTimeline
Richardson Capital Management LLC419$28.4K0.01%-1713F-HRTimeline
Signature Resources Capital Management,…409$27.7K0.02%013F-HRTimeline