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Disclosery

EFV ISHARES TR

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SHS (fund)

1,237 managers (1,254 13F filers) reported a position in EFV shares at 2026-06-30, 272,387,780 shares in all. 80 filers opened a position and 96 filers sold out during the quarter.

Managers
1,237
13F filers
1,254
New
80
Added
379
Reduced
554
Sold out
96
Shares held by filers
272,387,780

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
JMG Financial Group, Ltd.2,809$215K0.01%013F-HRTimeline
SAPIENT CAPITAL LLC2,808$215K<0.01%new13F-HR/ATimeline
Asset One Wealth Management LLC2,718$215K0.02%-20213F-HRTimeline
Main Street Financial Solutions, LLC2,790$214K0.01%new13F-HRTimeline
Professional Financial Advisors, LLC2,787$213K0.04%+5913F-HRTimeline
Proactive Wealth Strategies LLC2,768$212K0.03%-67813F-HRTimeline
Ballentine Capital Advisors, Inc2,754$211K0.08%013F-HRTimeline
Retirement Solution LLC2,747$210K0.04%new13F-HRTimeline
Bogart Wealth, LLC2,742$210K0.01%+1,23513F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO2,741$210K0.02%013F-HRTimeline
Cannon Financial Strategists, Inc.2,734$209K0.02%013F-HRTimeline
Dynamic Financial Group2,726$209K0.16%new13F-HRTimeline
Financial Advisors Network, Inc.2,689$206K0.03%new13F-HRTimeline
First Western Trust Bank2,680$205K0.01%new13F-HRTimeline
GREAT LAKES ADVISORS, LLC2,679$205K<0.01%new13F-HRTimeline
Fulton Bank, N.A.2,677$205K0.01%-34613F-HRTimeline
JGP Wealth Management, LLC2,677$205K0.02%-4713F-HRTimeline
Vantage Point Financial LLC2,666$204K0.06%-99013F-HRTimeline
Heartland Bank & Trust Co2,641$202K0.04%new13F-HRTimeline
Choate Investment Advisors2,639$202K<0.01%new13F-HRTimeline
Heritage Trust Co2,639$202K0.02%new13F-HRTimeline
BAYBAN2,639$202K0.15%013F-HRTimeline
Journey Advisory Group, LLC2,617$200K0.02%new13F-HRTimeline
Rosenberg Matthew Hamilton2,585$198K0.04%013F-HRTimeline
Rice Partnership, LLC2,545$195K0.02%+1,32513F-HRTimeline
Federation des caisses Desjardins du Qu…2,545$195K<0.01%-22513F-HRTimeline
Providence Capital Advisors, LLC2,538$194K0.03%-23613F-HRTimeline
MeadowBrook Investment Advisors LLC2,495$191K0.15%013F-HRTimeline
HORIZON BANCORP INC /IN/2,485$190K0.09%013F-HRTimeline
Godfrey Financial Associates, Inc.2,481$190K0.15%+12313F-HRTimeline
Urban Financial Advisory Corp2,470$189K0.05%-1,19813F-HRTimeline
Balentine LLC2,462$188K0.01%013F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC2,443$187K0.08%new13F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…2,362$181K0.01%013F-HRTimeline
IMA Advisory Services, Inc.2,316$177K0.01%new13F-HRTimeline
Triumph Capital Management2,300$176K0.03%-4113F-HRTimeline
S.A. Mason LLC2,291$175K0.05%013F-HRTimeline
Anchor Investment Management, LLC2,277$174K0.01%+67913F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…2,245$172K<0.01%+3313F-HRTimelineGroup
PROTECTIVE LIFE CORP2,107$161K1.15%-1,52313F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC2,092$160K0.06%new13F-HRTimeline
JDM Financial Group LLC2,088$160K0.05%013F-HRTimeline
MCF Advisors LLC2,067$158K0.01%+2413F-HRTimeline
Main Street Group, LTD1,968$151K0.04%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC1,918$147K0.02%013F-HRTimeline
Clark Wealth Partners1,892$145K0.08%013F-HRTimeline
Wilmington Savings Fund Society, FSB1,865$143K<0.01%+75013F-HRTimeline
New Republic Capital, LLC1,853$142K0.03%-2,29013F-HRTimeline
Capital Advisor Network LLC1,845$141K0.18%-1,53513F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC1,838$141K0.01%013F-HRTimeline
Bravera Wealth1,821$139K0.05%013F-HRTimeline
SOA Wealth Advisors, LLC.1,792$137K0.02%-38613F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS1,662$127K0.01%new13F-HRTimeline
TSFG, LLC1,643$126K0.02%-11413F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC1,610$123K0.09%-2713F-HRTimeline
TUCKER ASSET MANAGEMENT LLC1,590$122K0.03%+34613F-HRTimeline
Signature Equity Partners, LLC1,453$111K0.05%-6913F-HRTimeline
United Community Bankin group United Community Bank1,414$108K0.03%+1,25913F-HRTimelineGroup
Indiana Trust & Investment Management Co1,406$108K0.03%013F-HRTimeline
BFSG, LLC1,388$106K0.01%013F-HRTimeline
OAKWORTH CAPITAL, INC.1,391$106K0.01%013F-HRTimeline
Navigoe, LLC1,348$103K0.05%013F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC1,322$101K0.04%013F-HRTimeline
Measured Wealth Private Client Group, L…1,317$101K0.02%013F-HRTimeline
High Note Wealth, LLC1,302$99.7K0.02%013F-HRTimeline
AMERIFLEX GROUP, INC.1,272$97.4K0.04%-5913F-HRTimeline
Hamrick Investment Counsel, llc1,259$96.4K0.06%+3013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp1,254$96K<0.01%+77013F-HRTimelineGroup
NBT BANK, N.A.in group NBT BANK, N.A.1,224$93.7K0.01%-6,69313F-HRTimelineGroup
HOEY INVESTMENTS, INC1,203$92.1K0.01%013F-HRTimeline
SIGNATUREFD, LLC1,196$91.6K<0.01%+44013F-HRTimeline
Wagner Wealth Management, LLC1,160$88.8K0.02%+1,11213F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC1,068$81.8K0.01%-5,22513F-HRTimeline
City State Bank1,060$81.1K0.02%013F-HRTimeline
Elevated Capital Advisors, LLC1,040$79.6K0.02%013F-HRTimeline
Princeton Global Asset Management LLC1,032$79K0.01%-2813F-HRTimeline
Tacita Capital Inc1,000$76.5K0.04%013F-HRTimeline
Strive Financial Group ,LLC993$76K0.03%new13F-HR/ATimeline
Ares Financial Consulting, LLC967$74K0.05%+2513F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …936$71.7K0.01%13F-HRTimelineGroup
Atlantic Private Wealth, LLC923$70.7K0.04%013F-HRTimeline
COMPASS FINANCIAL MANAGEMENT LLC875$70.6K0.01%13F-HRTimeline
FINANCIAL CONSULATE, INC905$69.3K0.01%013F-HRTimeline
Bangor Savings Bank891$68.2K0.01%013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC878$67.2K<0.01%+12813F-HRTimeline
Fourth Dimension Wealth, LLC877$67.2K0.02%+84913F-HRTimeline
Community Financial Services Group, LLC875$66.8K0.01%new13F-HRTimeline
Financial Network Wealth Advisors LLC872$66.8K0.07%+8813F-HRTimeline
BALLAST ADVISORS LLC838$64.1K0.02%013F-HRTimeline
LifeSteps Financial, Inc.832$63.7K0.03%new13F-HRTimeline
SHP Wealth Management830$63.5K<0.01%+25013F-HRTimeline
Powell Investment Advisors, LLC830$63.5K0.02%+2213F-HRTimeline
Birchwood Financial Partners, Inc.808$61.9K0.05%-11113F-HRTimeline
Keating Financial Advisory Services, In…779$59.6K0.01%+11113F-HRTimeline
Imprint Wealth LLC770$58.9K0.24%-6613F-HRTimeline
Advocate Investing Services LLC733$56.1K0.04%+54613F-HRTimeline
Dorato Capital Management692$54.2K0.04%013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…700$53.6K0.01%+813F-HRTimeline
FIRST COMMUNITY TRUST NA659$50.4K0.02%013F-HRTimeline
Hurley Capital, LLC652$49.9K0.03%+913F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP645$49.4K<0.01%-513F-HRTimelineGroup
HIGHLINE WEALTH PARTNERS LLC642$49.1K0.01%013F-HRTimeline
Signature Resources Capital Management,…629$48.1K0.02%+10013F-HRTimeline
Rossmore Private Capital616$47.2K<0.01%013F-HRTimeline
Aberdeen Wealth Management LLC600$45.9K0.02%new13F-HRTimeline
Collier Financial599$45.8K0.03%+1613F-HRTimeline
Caldwell Trust Co568$43.5K<0.01%+24413F-HRTimeline
HOWE & RUSLING INC565$43.2K<0.01%+15513F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC561$43K<0.01%-113F-HRTimeline
NorthAvenue LLC561$42.9K0.03%-11413F-HRTimeline
JNBA Financial Advisors550$42.1K<0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC543$41.6K<0.01%+1413F-HRTimeline
First Bancorp, Inc /ME/540$41.3K0.02%new13F-HRTimeline
Coastline Trust Co540$41.3K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Silver Grove Financial Group, Inc.534$40.9K0.02%new13F-HRTimeline
Breakwater Investment Management528$40.5K0.01%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC499$38.2K0.02%013F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/496$38K0.01%013F-HRTimelineGroup
Buck Wealth Strategies, LLC491$37.6K<0.01%new13F-HRTimeline
Cedar Mountain Advisors, LLC479$36.6K0.01%+1313F-HRTimeline
Abound Wealth Management472$36.1K0.01%013F-HRTimeline
Dunhill Financial, LLC462$35.4K0.01%-30213F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC445$34.1K<0.01%-44513F-HRTimelineGroup
Richardson Capital Management LLC432$33.1K0.01%+713F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…427$32.7K<0.01%+12513F-HRTimeline
ATWOOD & PALMER INC411$31.5K<0.01%+1013F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department409$31.3K0.01%013F-HRTimelineGroup
HANTZ FINANCIAL SERVICES, INC.402$31K<0.01%-6313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CVA Family Office, LLC403$30.8K<0.01%+1113F-HRTimeline
Legacy Bridge, LLC400$30.6K0.01%013F-HRTimeline
Cordant, Inc.390$29.9K0.01%new13F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC390$29.9K0.02%+1813F-HRTimeline
Timbuktu Capital Management, LLC368$28.2K0.04%13F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV371$28K0.01%+1013F-HRTimeline
SIMS INVESTMENT MANAGEMENT, LLC364$27.9K0.01%new13F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.363$27.8K0.01%013F-HRTimeline
SYM FINANCIAL Corp362$27.7K<0.01%013F-HRTimeline
ROGCO, LP346$26.5K0.01%013F-HRTimeline
NBH Bank332$25.4K0.01%13F-HRTimeline
Crewe Advisors LLC325$24.9K<0.01%+9013F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC325$24.9K0.02%013F-HRTimeline
Integrity Financial Corp /WA322$24.6K0.01%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP306$23.4K<0.01%013F-HRTimeline
Harbor Asset Planning, Inc.303$23.2K0.02%+713F-HRTimeline
Nemes Rush Group LLC303$23.2K<0.01%013F-HRTimeline
Fairman Group, LLC297$22.8K0.02%+613F-HRTimeline
CGC Financial Services, LLC280$21.4K<0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC267$20.4K<0.01%013F-HRTimeline
KERR FINANCIAL PLANNING Corp256$19.6K0.02%013F-HRTimeline
Planning Strategies Inc.253$19.4K0.01%13F-HRTimeline
Avion Wealth253$19K<0.01%+713F-HRTimeline
EPG Wealth Management LLC245$18.8K<0.01%013F-HRTimeline
Archer Investment Corp222$17K<0.01%+2113F-HR/ATimeline
MTM Investment Management, LLC216$16.5K<0.01%+513F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.216$16.5K<0.01%+4013F-HRTimelineGroup
ADKINS SEALE CAPITAL MANAGEMENT LLC206$15.8K0.01%013F-HRTimeline
Tidemark, LLC203$15.6K<0.01%-4713F-HRTimeline
PITTENGER & ANDERSON INC198$15.2K<0.01%new13F-HRTimeline
EASTERN BANK195$14.9K<0.01%-2213F-HRTimeline
Murphy & Mullick Capital Management Corp190$14.5K0.01%013F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC188$14.4K<0.01%013F-HRTimeline
Smithfield Trust Co183$14K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC179$13.7K<0.01%013F-HRTimeline
Reyes Financial Architecture, Inc.174$13.3K0.01%013F-HRTimeline
MONTAG A & ASSOCIATES INC172$13.2K<0.01%new13F-HRTimeline
Kozak & Associates, Inc.167$12.8K<0.01%-213F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC159$12.2K<0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.154$11.8K<0.01%+413F-HRTimeline
Delos Wealth Advisors, LLC153$11.7K0.01%013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCgroup of 2 filers holding150$11.5K-758,279Timeline
First Pacific Financial149$11.4K<0.01%new13F-HRTimeline
GILL CAPITAL PARTNERS, LLC148$11.3K<0.01%013F-HRTimeline
TOWER TRUST & INVESTMENT Co144$11K0.01%013F-HRTimeline
Glass Jacobson Investment Advisors llc139$10.6K<0.01%013F-HRTimeline
Parvin Asset Management, LLC139$10.6K0.01%013F-HRTimeline
IAG Wealth Partners, LLC136$10.4K<0.01%013F-HRTimeline
Lummis Asset Management, LP133$10.2K0.01%013F-HRTimeline
Trust Co128$9.8K<0.01%013F-HRTimeline
Walsh & Associates, LLC127$9.72K0.01%013F-HRTimeline
Ankerstar Wealth, LLC120$9.19K0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC116$8.88K<0.01%013F-HRTimeline
Napier Financial, LLC108$8.23K<0.01%+313F-HRTimeline
TRUST CO OF TOLEDO NA /OH/107$8.19K<0.01%new13F-HRTimeline
Glassman Wealth Services98$7.5K<0.01%new13F-HRTimeline
CBIZ Investment Advisory Services, LLC97$7.21K<0.01%013F-HRTimeline
Coston, McIsaac & Partners104$7K<0.01%013F-HRTimeline
Grove Bank & Trust90$6.89K<0.01%013F-HRTimeline
Basepoint Wealth LLC90$6.89K<0.01%new13F-HRTimeline
ADIRONDACK TRUST CO90$6.89K<0.01%013F-HRTimeline
Caitlin John, LLC87$6.66K<0.01%013F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.86$6.58K<0.01%013F-HRTimeline
SITTNER & NELSON, LLC84$6.43K<0.01%013F-HRTimeline
JPL Wealth Management, LLC81$6.22K<0.01%013F-HRTimeline
Richard W. Paul & Associates, LLC79$6.05K<0.01%new13F-HRTimeline
Register Financial Advisors LLC75$5.74K<0.01%+4213F-HRTimeline
Roxbury Financial LLC73$5.62K<0.01%+3713F-HRTimeline
ALERUS FINANCIAL NA67$5.13K<0.01%013F-HRTimeline
Topsail Wealth Management, LLC67$5.13K<0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.65$4.98K<0.01%-613F-HRTimeline
Atomic Invest LLC64$4.93K<0.01%+3013F-HRTimeline