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Disclosery

EFV ISHARES TR

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SHS (fund)

1,251 managers (1,268 13F filers) reported a position in EFV shares at 2026-03-31, 346,996,074 shares in all. 100 filers opened a position and 57 filers sold out during the quarter.

Managers
1,251
13F filers
1,268
New
100
Added
409
Reduced
502
Sold out
57
Shares held by filers
346,996,074

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Montis Financial, LLC6,951$517K0.11%-2,35213F-HRTimeline
Lauterbach Financial Advisors, LLC6,913$514K0.25%-9313F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC6,832$508K0.04%new13F-HRTimelineGroup
Aerodigm Wealth, LLC6,823$507K0.19%013F-HRTimeline
Elevation Wealth Management LLC6,808$506K0.47%-61813F-HRTimeline
LANE BROTHERS & CO INC6,771$503K0.37%-47113F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO6,685$497K0.01%-3,04013F-HRTimeline
Parkway Wealth Management Group, LLC6,347$492K0.06%-2,35913F-HRTimeline
Well Done, LLC6,605$491K0.07%013F-HRTimeline
Midwest Heritage Bank, FSB6,602$491K0.16%-2,60613F-HRTimeline
Wright Wealth LLC6,510$484K0.32%+35913F-HRTimeline
Pinnacle Family Advisors, LLC6,499$483K0.23%-3,72313F-HRTimeline
Advisors Capital Management, LLC6,469$481K0.01%+1,91413F-HRTimeline
Indie Asset Partners, LLC6,451$480K0.55%+1,42913F-HRTimeline
Legacy Edge Advisors, LLC6,450$480K0.05%-62413F-HRTimeline
Strategic Wealth Partners, Ltd.6,438$479K0.03%-34713F-HRTimeline
SwitchPoint Financial Planning, LLC6,415$477K0.32%013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC6,362$473K0.02%+3,28313F-HRTimeline
Sequent Planning LLC6,359$473K0.11%+57113F-HRTimeline
Allegiance Financial Group Advisory Ser…6,337$471K0.09%013F-HRTimeline
PARTNERS CAPITAL INVESTMENT GROUP, LLP6,324$470K0.02%013F-HRTimeline
Plante Moran Financial Advisors, LLC6,321$470K0.03%-32613F-HRTimeline
MassMutual Private Wealth & Trust, FSB6,300$468K0.01%-49613F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC6,293$468K0.04%+3,77613F-HRTimeline
Northwest Bancshares, Inc.6,283$467K0.09%013F-HRTimeline
SeaCrest Wealth Management, LLC6,272$466K0.05%new13F-HRTimeline
Bedminster, LLC6,235$464K0.43%-65813F-HRTimeline
Squire Investment Management Company, L…6,222$463K0.13%013F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.6,205$461K0.01%013F-HRTimelineGroup
Aaron Wealth Advisors LLC6,167$459K0.03%013F-HRTimeline
Copia Wealth Management6,163$458K0.31%-2613F-HRTimeline
Payne Capital LLC6,115$455K0.42%new13F-HRTimeline
Pacific Excel Wealth Advisors, Inc.6,104$454K0.48%-1,35913F-HRTimeline
Gilman Hill Asset Management, LLC6,094$453K0.07%-81013F-HRTimeline
Keystone Financial Group6,062$451K0.03%new13F-HRTimeline
American Trust6,053$450K0.04%-1,34213F-HRTimeline
BAM Wealth Management, LLC6,032$448K0.34%-2,06113F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC6,018$448K<0.01%+82513F-HRTimelineGroup
Meridian Wealth Management, LLC6,000$446K0.02%-15013F-HRTimeline
Pines Wealth Management, LLC5,996$446K0.14%-29913F-HRTimeline
Tanglewood Wealth Management, Inc.5,972$444K0.04%013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…5,956$443K0.01%-613F-HRTimelineGroup
UPTICK PARTNERS, LLC5,935$441K0.09%-35813F-HRTimeline
Americana Partners, LLC5,914$440K0.01%+413F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO5,907$439K<0.01%+5,25913F-HRTimelineGroup
Foundry Financial Group, Inc.5,878$437K0.22%013F-HRTimeline
Hilltop National Bank5,876$437K0.1%013F-HRTimeline
Center for Financial Planning, Inc.5,861$436K0.05%-8013F-HRTimeline
Prosperity Planning, Inc.5,860$436K0.11%-96013F-HRTimeline
AdvisorNet Financial, Inc5,858$436K0.02%-42113F-HRTimeline
TRUST POINT INC.5,849$435K0.04%-35313F-HRTimeline
CAP Partners, LLC5,826$433K0.24%013F-HRTimeline
Sunbelt Securities, Inc.5,810$432K0.03%013F-HRTimeline
Capstone Wealth Management, LLC5,769$429K0.3%013F-HRTimeline
Citizens Business Bank5,756$428K0.07%013F-HRTimeline
Hippocratic Financial Advisors, LLC5,755$428K0.19%013F-HRTimeline
TRB Wealth Management, LLC5,718$425K0.06%13F-HRTimeline
Balefire, LLC5,696$423K0.08%-5,60613F-HRTimeline
CONNING INC.in group CONNING INC.5,670$422K0.01%013F-HRTimelineGroup
NWF Advisory Services Inc.5,648$420K0.05%new13F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC5,624$418K0.17%013F-HRTimeline
Cornerstone Wealth Management, LLC5,614$417K0.02%-2,79513F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC5,580$415K0.15%-13813F-HR/ATimelineGroup
DGS Capital Management, LLCin group DGS Capital Management, LLC5,569$414K0.07%-6413F-HRTimelineGroup
Prime Capital Investment Advisors, LLC5,535$412K<0.01%+54213F-HRTimeline
Wharton Business Group, LLC5,515$410K0.02%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/5,506$409K<0.01%+11513F-HRTimelineGroup
First Citizens Asset Management, Inc.5,460$406K0.14%-2,24013F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management5,448$405K0.06%-59113F-HRTimelineGroup
MACKENZIE FINANCIAL CORP5,445$405K<0.01%+1,67313F-HRTimeline
REAP Financial Group, LLC5,444$405K0.08%-2713F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC5,440$404K0.07%+813F-HRTimeline
BECKER CAPITAL MANAGEMENT INC5,415$403K0.01%-17013F-HRTimeline
Intelligence Driven Advisers, LLC5,414$403K0.07%013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV5,364$399K0.02%+13113F-HRTimeline
CARDIFF PARK ADVISORS, LLC5,269$392K0.03%013F-HRTimeline
HUB Investment Partners, LLC5,228$389K0.01%-9613F-HRTimeline
Sage Mountain Advisors LLC5,199$387K0.03%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…5,088$383K0.03%+10813F-HRTimeline
Institute for Wealth Management, LLC.5,132$382K0.04%013F-HRTimeline
Magnolia Private Wealth, LLC5,083$378K0.25%new13F-HRTimeline
James J. Burns & Company, LLC5,049$375K0.05%-59113F-HRTimeline
NOVEM GROUP5,040$375K0.04%+44213F-HRTimeline
Shotwell Rutter Baer Inc5,000$372K0.22%-22013F-HRTimeline
Investment Advisory Group, LLC4,992$371K0.09%+2213F-HRTimeline
Compass Financial Group, Inc. (Ohio)4,981$370K0.27%013F-HRTimeline
KELLY FINANCIAL GROUP LLC4,977$370K0.09%-13013F-HRTimeline
Opes Wealth Management LLC4,958$369K0.06%013F-HRTimeline
Index Fund Advisors, Inc.4,917$366K0.02%013F-HRTimeline
Beaird Harris Wealth Management, LLC4,890$364K0.02%-56613F-HRTimeline
Hobart Private Capital, LLC4,889$363K0.07%-1,18313F-HRTimeline
TRUE Private Wealth Advisors4,881$363K0.03%+78613F-HRTimeline
Emergent Wealth Advisors, LLC4,825$359K0.21%-22,82813F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC4,640$345K0.12%013F-HRTimeline
Empirical Asset Management, LLC4,638$345K0.09%-1,78213F-HRTimeline
Parkwoods Wealth Partners, LLC4,614$343K0.08%013F-HRTimeline
Wedmont Private Capital4,410$343K0.01%-40613F-HRTimeline
CULBERTSON A N & CO INC4,595$342K0.04%new13F-HRTimeline
Legacy Wealth Asset Management, LLC4,593$341K0.08%-7,03213F-HRTimeline
Cambridge Financial Group, LLC4,589$341K0.12%013F-HRTimeline
FIDELITY D & D BANCORP INC4,581$341K0.14%013F-HRTimeline
NORTHSTAR ASSET MANAGEMENT INC4,565$339K0.1%013F-HRTimeline
Beverly Hills Private Wealth, LLC4,554$339K0.06%-33313F-HRTimeline
Insight Wealth Strategies, LLC4,547$338K0.04%new13F-HRTimeline
Veracity Capital LLC4,519$336K0.12%-2413F-HRTimeline
Rollins Financial Advisors, LLC4,501$335K0.05%+1,36813F-HRTimeline
MONECO ADVISORS, LLC4,450$331K0.03%-1,18213F-HRTimeline
Hirtle & Co., LLC4,428$329K0.01%013F-HRTimeline
Brand Asset Management Group, Inc.4,377$325K0.08%-73713F-HRTimeline
CANANDAIGUA NATIONAL CORPin group CANANDAIGUA NATIONAL BANK & T…4,368$325K0.03%13F-HRTimelineGroup
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC4,358$324K0.04%013F-HRTimeline
Madison Wealth Partners, Inc4,350$323K0.05%+16013F-HRTimeline
Global View Capital Management LLC4,348$323K0.09%+71713F-HRTimeline
Alvarez & Marsal Private Wealth Partner…4,334$322K0.05%013F-HRTimeline
O'Keefe Stevens Advisory, Inc.4,291$319K0.08%new13F-HRTimeline
Dala Group, LLC4,280$318K0.27%013F-HRTimeline
Mosaic Advisors LLC4,128$317K0.48%new13F-HRTimeline
Milestone Investment Advisors LLC4,247$316K0.08%013F-HRTimeline
Next Level Private LLC4,212$313K0.07%new13F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding4,178$311KnewTimeline
Synergy Financial Group, LTD4,169$310K0.23%new13F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO4,149$308K<0.01%new13F-HRTimelineGroup
New Republic Capital, LLC4,143$308K0.1%-44013F-HRTimeline
Fulcrum Equity Management4,142$308K0.3%-4,85313F-HRTimeline
AA Financial Advisors, LLC4,137$308K0.04%+69913F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC4,136$308K0.18%-82513F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC4,114$306K0.03%013F-HRTimelineGroup
LVW Advisors, LLC4,086$304K0.03%013F-HRTimeline
Global Financial Private Client, LLC4,081$303K0.1%-35413F-HRTimeline
Rehmann Capital Advisory Group4,070$303K0.02%-8,33413F-HRTimeline
SmartHarvest Portfolios, LLC4,048$301K0.13%+38413F-HRTimeline
FOCUSED ALPHA, LLC4,030$300K0.09%-1813F-HRTimeline
Liberty Atlantic Advisors LLC4,007$298K0.25%013F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.4,000$297K0.07%-70013F-HRTimeline
Strathmore Capital Advisors, Inc.3,859$296K0.08%new13F-HRTimeline
Paladin Advisory Group, LLC3,928$292K0.22%013F-HRTimeline
Wealthspire Retirement, LLC3,911$291K0.02%+24813F-HRTimeline
Versant Capital Management, Inc3,905$290K0.03%013F-HRTimeline
Networth Advisors, LLC3,881$289K0.2%-38613F-HRTimeline
RHS Financial, LLC3,846$286K0.14%-1,02113F-HRTimeline
Syntegra Private Wealth Group, LLC3,845$286K0.03%-2,33613F-HRTimeline
Van Diest Capital, LLC3,823$284K0.22%-96513F-HRTimeline
Adirondack Capital Advisors, LLC3,778$281K0.18%013F-HRTimeline
Obermeyer Wealth Partners3,761$280K0.01%-31513F-HRTimeline
AlphaCore Capital LLC3,749$279K0.01%+18413F-HRTimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.3,733$278K0.01%new13F-HRTimelineGroup
Comprehensive Money Management Services…3,725$277K0.18%+72013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC3,605$275K<0.01%+57713F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC3,695$275K0.01%013F-HRTimeline
PACIFIC FINANCIAL GROUP INC3,682$274K0.15%+65913F-HRTimeline
GAMMA Investing LLC3,681$274K0.01%+90913F-HRTimeline
TBH Global Asset Management, LLC3,679$273K0.06%-13,80113F-HRTimeline
Urban Financial Advisory Corp3,668$273K0.1%013F-HRTimeline
Team Hewins, LLC3,665$272K0.08%013F-HRTimeline
Athena Investment Management3,663$272K0.14%new13F-HRTimeline
Vickerman Investment Advisors, Inc.3,657$272K0.06%013F-HRTimeline
Vantage Point Financial LLC3,656$272K0.1%-2,51813F-HRTimeline
FSA WEALTH PARTNERS, INC.3,656$272K0.13%+20813F-HRTimeline
MKT Advisors LLC3,605$272K0.09%013F-HRTimeline
Aurdan Capital Management, LLC3,647$271K0.08%013F-HRTimeline
NIXON PEABODY TRUST CO3,644$271K0.02%-70813F-HRTimeline
PROTECTIVE LIFE CORP3,630$270K0.9%new13F-HRTimeline
Mission Hills Financial Advisory, LLC3,612$269K0.14%013F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich3,602$268K<0.01%013F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC3,601$268K0.03%-36,43513F-HRTimelineGroup
Bridgewealth Advisory Group, LLC3,569$265K0.06%-14813F-HRTimeline
Radnor Capital Management, LLC3,561$265K0.04%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…3,560$265K<0.01%+26213F-HRTimelineGroup
Valmark Advisers, Inc.3,560$265K<0.01%+22913F-HRTimeline
Pacific Asset Management, LLC3,543$263K0.15%013F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC3,539$263K<0.01%new13F-HRTimeline
Freedom Investment Management, Inc.3,508$261K0.08%-44113F-HRTimeline
ROTHSCHILD INVESTMENT LLC3,502$260K0.01%+1,24513F-HRTimeline
MARCO INVESTMENT MANAGEMENT LLC3,500$260K0.02%013F-HRTimeline
Frontier Asset Management, LLC3,469$258K0.05%-7713F-HRTimeline
Acorn Wealth Advisors, LLC3,467$258K0.08%-3013F-HRTimeline
TOWNSQUARE CAPITAL LLC3,458$257K0.06%new13F-HRTimeline
Peregrine Asset Advisers, Inc.3,457$257K0.07%new13F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC3,455$257K0.01%-813F-HRTimeline
SIMON QUICK ADVISORS, LLC3,454$257K0.01%new13F-HRTimeline
DAVIDSON TRUST CO3,451$257K0.11%013F-HRTimeline
Proactive Wealth Strategies LLC3,446$256K0.05%new13F-HRTimeline
Huntleigh Advisors, Inc.3,440$256K0.04%013F-HRTimeline
Simmons Bankin group Simmons Bank3,430$255K0.02%+8413F-HRTimelineGroup
Stonebridge Financial Group, LLC3,405$253K0.02%013F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…3,309$253K0.08%013F-HRTimeline
Capital Advisor Network LLC3,380$251K0.35%13F-HR/ATimeline
Kraft, Davis & Associates, LLC3,197$248K0.05%new13F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …3,318$247K<0.01%-50713F-HRTimelineGroup
Peak Planning Group, LLC3,291$245K0.07%-14213F-HRTimeline
Cornerstone Financial Group, LLC /NE/3,136$243K0.16%013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST3,262$243K0.02%013F-HRTimeline
Haverford Trust Co3,259$242K<0.01%new13F-HRTimeline
Commonwealth Financial Services, LLC3,257$242K0.04%-813F-HRTimeline
Plan Group Financial, LLC3,249$242K0.06%new13F-HRTimeline
BCS Wealth Management3,250$242K0.05%-12,43613F-HRTimeline
ARWA LLC3,107$241K0.12%new13F-HRTimeline
Oregon Pacific Wealth Management, LLC3,236$241K0.25%-1,40713F-HRTimeline
CFO4Life Group, LLC3,231$240K0.04%013F-HRTimeline
Atlas Private Wealth Advisors3,227$240K0.06%013F-HRTimeline