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Disclosery

EFV ISHARES TR

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SHS (fund)

1,222 managers (1,237 13F filers) reported a position in EFV shares at 2025-12-31, 342,947,584 shares in all. 100 filers opened a position and 57 filers sold out during the quarter.

Managers
1,222
13F filers
1,237
New
100
Added
434
Reduced
435
Sold out
57
Shares held by filers
342,947,584

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Krilogy Financial LLC6,429$477K0.02%+3513F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC6,663$476K0.12%+1,54313F-HRTimeline
Plante Moran Financial Advisors, LLC6,647$475K0.03%+1,12313F-HRTimeline
Well Done, LLC6,605$472K0.07%+15013F-HRTimeline
Spinnaker Investment Group, LLC6,575$470K0.09%+17213F-HRTimeline
Hidden Cove Wealth Management, LLC6,561$469K0.3%+1,73913F-HRTimeline
Empirical Asset Management, LLC6,420$458K0.13%-1,45913F-HRTimeline
SwitchPoint Financial Planning, LLC6,415$458K0.32%013F-HRTimeline
Allegiance Financial Group Advisory Ser…6,337$453K0.1%013F-HRTimeline
PARTNERS CAPITAL INVESTMENT GROUP, LLP6,324$452K0.02%013F-HRTimeline
LIFE LINE WEALTH MANAGEMENT LLC6,309$451K0.13%+87713F-HRTimeline
Pines Wealth Management, LLC6,295$450K0.15%+29213F-HRTimeline
UPTICK PARTNERS, LLC6,293$449K0.1%+65913F-HRTimeline
Northwest Bancshares, Inc.6,283$449K0.09%013F-HRTimeline
AdvisorNet Financial, Inc6,279$448K0.02%-47913F-HRTimeline
Squire Investment Management Company, L…6,222$444K0.13%-62213F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.6,205$443K0.01%013F-HRTimelineGroup
TRUST POINT INC.6,202$443K0.03%+35313F-HRTimeline
Copia Wealth Management6,189$442K0.32%+27313F-HRTimeline
Syntegra Private Wealth Group, LLC6,181$441K0.04%-61813F-HRTimeline
Vantage Point Financial LLC6,174$441K0.16%+3,07913F-HRTimeline
Aaron Wealth Advisors LLC6,167$440K0.02%+13613F-HRTimeline
Wright Wealth LLC6,151$439K0.29%13F-HRTimeline
Meridian Wealth Management, LLC6,150$439K0.02%-8213F-HRTimeline
Hyundai Investments Co., Ltd.6,082$436K0.42%new13F-HRTimeline
Hobart Private Capital, LLC6,072$434K0.08%+74213F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC6,063$433K0.04%+1,19013F-HRTimelineGroup
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management6,039$431K0.06%new13F-HRTimelineGroup
Tanglewood Wealth Management, Inc.5,972$426K0.04%013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…5,962$426K0.01%-7,15613F-HRTimelineGroup
Center for Financial Planning, Inc.5,941$424K0.04%-1,67013F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC5,917$423K<0.01%-1,45213F-HRTimelineGroup
Americana Partners, LLC5,910$422K0.01%+38613F-HRTimeline
Foundry Financial Group, Inc.5,878$420K0.21%013F-HRTimeline
Hilltop National Bank5,876$420K0.1%013F-HRTimeline
CAP Partners, LLC5,826$416K0.24%-15613F-HRTimeline
Sunbelt Securities, Inc.5,810$415K0.03%+22413F-HRTimeline
Sequent Planning LLC5,788$413K0.11%new13F-HRTimeline
Capstone Wealth Management, LLC5,769$412K0.3%013F-HRTimeline
Citizens Business Bank5,756$411K0.07%013F-HRTimeline
Hippocratic Financial Advisors, LLC5,755$411K0.19%013F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC5,718$408K0.14%-51613F-HRTimelineGroup
CONNING INC.in group CONNING INC.5,670$405K0.01%013F-HRTimelineGroup
James J. Burns & Company, LLC5,640$403K0.06%-2013F-HRTimeline
DGS Capital Management, LLCin group DGS Capital Management, LLC5,633$402K0.07%-37413F-HRTimelineGroup
MONECO ADVISORS, LLC5,632$402K0.03%-2,08213F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC5,624$402K0.16%-8613F-HRTimeline
BECKER CAPITAL MANAGEMENT INC5,585$399K0.01%013F-HRTimeline
Independent Advisor Alliance5,523$394K0.01%new13F-HRTimeline
Wharton Business Group, LLC5,515$394K0.01%013F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC5,488$392K0.09%+71613F-HRTimeline
REAP Financial Group, LLC5,471$391K0.08%-30313F-HRTimeline
Beaird Harris Wealth Management, LLC5,456$390K0.03%-9513F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC5,432$388K0.07%-6213F-HRTimeline
Intelligence Driven Advisers, LLC5,414$387K0.06%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/5,391$385K<0.01%-100,04113F-HRTimelineGroup
Hilltop Holdings Inc.in group Hilltop Holdings Inc.5,369$383K0.02%-64513F-HRTimelineGroup
LOCKERMAN FINANCIAL GROUP, INC.5,350$382K0.73%+28313F-HRTimeline
HUB Investment Partners, LLC5,324$380K0.01%+70213F-HRTimeline
Shotwell Rutter Baer Inc5,220$377K0.23%-24013F-HRTimeline
TritonPoint Partners, LLCgroup of 2 filers holding5,270$376K-695Timeline
CARDIFF PARK ADVISORS, LLC5,269$376K0.03%+4913F-HRTimeline
Crescent Grove Advisors, LLC5,262$376K0.04%013F-HRTimeline
Fairvoy Private Wealth, LLC5,245$375K0.08%-3,06813F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV5,233$374K0.02%+22013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC5,193$372K<0.01%+2,50013F-HRTimelineGroup
Trilogy Capital Inc.5,203$372K0.02%+7513F-HRTimeline
Sage Mountain Advisors LLC5,199$371K0.02%013F-HRTimeline
Fiscal Wisdom Wealth Management, LLC5,187$370K0.35%+66613F-HRTimeline
Institute for Wealth Management, LLC.5,132$366K0.04%-5913F-HRTimeline
Brand Asset Management Group, Inc.5,114$365K0.1%new13F-HRTimeline
KELLY FINANCIAL GROUP LLC5,107$365K0.09%-47813F-HRTimeline
Indie Asset Partners, LLC5,022$359K0.4%new13F-HRTimeline
Prime Capital Investment Advisors, LLC4,993$357K<0.01%+73513F-HRTimeline
Compass Financial Group, Inc. (Ohio)4,981$356K0.26%13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…4,980$356K0.02%-5913F-HRTimeline
WAYSTONE ADVISORS LLC4,977$355K0.3%13F-HRTimeline
Investment Advisory Group, LLC4,970$355K0.09%-36213F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC4,961$354K0.22%013F-HRTimeline
Opes Wealth Management LLC4,958$354K0.06%013F-HRTimeline
Index Fund Advisors, Inc.4,917$351K0.02%-23613F-HRTimeline
Beverly Hills Private Wealth, LLC4,887$349K0.06%-46513F-HR/ATimeline
RHS Financial, LLC4,867$348K0.17%-41013F-HRTimeline
Wedmont Private Capital4,816$346K0.01%+7713F-HRTimeline
Integrated Wealth Management4,825$345K0.39%13F-HRTimeline
Van Diest Capital, LLC4,788$342K0.51%13F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.4,700$336K0.08%-30013F-HRTimeline
Oregon Pacific Wealth Management, LLC4,643$332K0.34%+5213F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC4,640$331K0.12%+10313F-HRTimeline
Curated Wealth Partners LLC4,639$331K0.04%new13F-HRTimeline
Parkwoods Wealth Partners, LLC4,614$329K0.1%013F-HRTimeline
NOVEM GROUP4,598$328K0.04%+27613F-HRTimeline
New Republic Capital, LLC4,583$327K0.09%-6613F-HRTimeline
FIDELITY D & D BANCORP INC4,581$327K0.14%-31113F-HRTimeline
NORTHSTAR ASSET MANAGEMENT INC4,565$326K0.08%+113F-HRTimeline
Edgestream Partners, L.P.4,561$326K0.01%-35513F-HRTimeline
Advisors Capital Management, LLC4,555$325K<0.01%new13F-HRTimeline
Veracity Capital LLC4,543$324K0.1%+32313F-HRTimeline
Calamos Wealth Management LLCin group Calamos Advisors LLC4,519$323K0.01%new13F-HRTimelineGroup
Global Financial Private Client, LLC4,435$317K0.11%-7013F-HRTimeline
Hirtle & Co., LLC4,428$316K0.01%013F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…4,421$316K0.03%-23813F-HRTimelineGroup
Glenview Trust Co4,419$316K<0.01%new13F-HRTimeline
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC4,358$311K0.05%013F-HRTimeline
NIXON PEABODY TRUST CO4,352$311K0.02%new13F-HRTimeline
Alvarez & Marsal Private Wealth Partner…4,334$309K0.06%13F-HRTimeline
Dala Group, LLC4,280$306K0.26%13F-HRTimeline
Networth Advisors, LLC4,267$305K0.22%13F-HRTimeline
Milestone Investment Advisors LLC4,247$303K0.07%-14013F-HRTimeline
Engineers Gate Manager LP4,243$303K<0.01%new13F-HRTimeline
Madison Wealth Partners, Inc4,190$299K0.05%+1,06113F-HRTimeline
SACHEM HILL LLC4,133$295K0.06%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC4,114$294K0.03%013F-HRTimelineGroup
EJMK Ventures LLC4,112$294K0.18%13F-HRTimeline
TRUE Private Wealth Advisors4,095$292K0.03%+3113F-HRTimeline
LVW Advisors, LLC4,086$292K0.03%013F-HRTimeline
Obermeyer Wealth Partners4,076$291K0.01%+26413F-HRTimeline
FOCUSED ALPHA, LLC4,048$289K0.08%13F-HRTimeline
Liberty Atlantic Advisors LLC4,007$286K0.28%13F-HRTimeline
Tailwinds Wealth, LLC3,954$282K0.3%13F-HRTimeline
Freedom Investment Management, Inc.3,949$282K0.08%-1,19713F-HRTimeline
Professional Financial Advisors, LLC3,942$281K0.06%+3213F-HRTimeline
Paladin Advisory Group, LLC3,928$280K0.2%+3,75013F-HRTimeline
Versant Capital Management, Inc3,905$279K0.03%013F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …3,825$273K<0.01%-16013F-HRTimelineGroup
Broussard Financial Group LLC3,804$272K0.22%13F-HRTimeline
MACKENZIE FINANCIAL CORP3,772$270K<0.01%new13F-HRTimeline
Adirondack Capital Advisors, LLC3,778$270K0.18%13F-HRTimeline
TUDOR INVESTMENT CORP ET AL3,729$266K<0.01%new13F-HRTimeline
Bridgewealth Advisory Group, LLC3,717$265K0.06%-10913F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC3,695$264K0.01%+69513F-HRTimeline
Urban Financial Advisory Corp3,668$262K0.1%+8213F-HRTimeline
Team Hewins, LLC3,665$262K0.08%013F-HRTimeline
MKT Advisors LLC3,605$262K0.09%013F-HRTimeline
SmartHarvest Portfolios, LLC3,664$262K0.09%13F-HRTimeline
Wealthspire Retirement, LLC3,663$262K0.02%+26013F-HRTimeline
Vickerman Investment Advisors, Inc.3,657$261K0.05%013F-HRTimeline
Aurdan Capital Management, LLC3,647$260K0.08%013F-HRTimeline
Global View Capital Management LLC3,631$259K0.05%new13F-HRTimeline
Mission Hills Financial Advisory, LLC3,612$258K0.14%013F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich3,602$257K<0.01%-48413F-HRTimeline
AlphaCore Capital LLC3,565$255K0.01%013F-HRTimeline
Radnor Capital Management, LLC3,561$254K0.04%013F-HRTimeline
BDFS Capital LLC3,548$253K0.13%13F-HRTimeline
Frontier Asset Management, LLC3,546$253K0.06%+26913F-HRTimeline
Pacific Asset Management, LLC3,543$253K0.15%+7813F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS3,529$252K<0.01%-736,22013F-HRTimelineGroup
Squarepoint Ops LLCin group Squarepoint Ops LLC3,528$252K<0.01%+4813F-HRTimelineGroup
MARCO INVESTMENT MANAGEMENT LLC3,500$250K0.02%013F-HRTimeline
Acorn Wealth Advisors, LLC3,497$250K0.07%-2,27313F-HRTimeline
Cambridge Financial Group, LLC4,589$249K0.09%013F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC3,463$247K0.01%new13F-HRTimeline
DAVIDSON TRUST CO3,451$246K0.1%+19513F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC3,451$246K0.01%013F-HRTimeline
FSA WEALTH PARTNERS, INC.3,448$246K0.09%+36813F-HRTimeline
Huntleigh Advisors, Inc.3,440$246K0.04%013F-HRTimeline
AA Financial Advisors, LLC3,438$245K0.05%new13F-HRTimeline
Peak Planning Group, LLC3,433$245K0.07%+2313F-HRTimeline
Stonebridge Financial Group, LLC3,405$243K0.02%013F-HRTimeline
FineMark National Bank & Trust3,390$242K0.01%013F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP3,349$239K<0.01%+38113F-HRTimelineGroup
Simmons Bankin group Simmons Bank3,346$239K0.02%new13F-HRTimelineGroup
Valmark Advisers, Inc.3,331$238K<0.01%new13F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…3,309$236K0.08%013F-HRTimeline
VANGUARD GROUP INCin group VANGUARD GROUP INC3,304$236K<0.01%-2113F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…3,298$236K<0.01%-1213F-HRTimelineGroup
Asset One Wealth Management LLC3,087$234K0.03%13F-HRTimeline
Commonwealth Financial Services, LLC3,265$233K0.04%-1913F-HRTimeline
AMERICAN NATIONAL BANK & TRUST3,262$233K0.02%013F-HRTimeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC3,238$231K0.04%013F-HRTimelineGroup
CFO4Life Group, LLC3,231$231K0.03%-12113F-HRTimeline
Atlas Private Wealth Advisors3,227$230K0.05%+5113F-HRTimeline
Fortis Advisors, LLC3,215$230K0.13%-213F-HRTimeline
Stone Summit Wealth LLC3,213$229K0.06%013F-HRTimeline
OARSMAN CAPITAL, INC.3,168$226K0.03%013F-HRTimeline
Clarity Financial LLC3,145$225K0.02%013F-HRTimeline
Cornerstone Financial Group, LLC /NE/3,136$224K0.16%+7013F-HRTimeline
Rollins Financial Advisors, LLC3,133$224K0.03%new13F-HRTimeline
PACES FERRY WEALTH ADVISORS, LLC3,132$224K0.09%013F-HRTimeline
Coppell Advisory Solutions LLC3,111$223K0.02%-4013F-HRTimeline
TrueWealth Advisors, LLC3,109$222K0.06%+2713F-HRTimeline
Optimist Retirement Group LLC3,105$222K0.1%013F-HRTimeline
Avior Wealth Management, LLC3,090$221K0.01%-16113F-HRTimeline
Financial Sense Advisors, Inc.3,084$220K0.04%-13913F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC3,079$220K<0.01%new13F-HR/ATimeline
Oder Investment Management, LLC3,074$220K0.16%+3913F-HRTimeline
Moisand Fitzgerald Tamayo, LLC3,062$219K0.02%-28213F-HRTimeline
WASHINGTON TRUST Co3,031$216K0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC3,028$216K<0.01%+9713F-HRTimeline
Fulton Bank, N.A.3,023$216K0.01%new13F-HRTimeline
PACIFIC FINANCIAL GROUP INC3,023$216K0.12%new13F-HRTimeline
Comprehensive Money Management Services…3,005$215K0.15%013F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV2,992$214K0.03%013F-HRTimeline
FLC Capital Advisors2,984$213K0.04%013F-HRTimeline
Atlas Brown,Inc.2,936$210K0.06%-32713F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…2,931$209K0.07%+2,57613F-HRTimeline
Vantage Financial Partners, LLC2,924$209K0.04%new13F-HRTimeline
Western Financial Corp/CA2,917$208K0.08%-1,65213F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC2,913$208K0.02%-84913F-HRTimeline
Capital Investment Advisors, LLC2,905$207K<0.01%new13F-HRTimeline