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EFV ISHARES TR

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SHS (fund)

1,004 managers (1,016 13F filers) reported a position in EFV shares at 2024-12-31, 338,107,100 shares in all. 59 filers opened a position and 67 filers sold out during the quarter.

Managers
1,004
13F filers
1,016
New
59
Added
488
Reduced
253
Sold out
67
Shares held by filers
338,107,100

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
BankPlus Trust Departmentin group BankPlus Trust Department6$315<0.01%13F-HRTimelineGroup
HOEY INVESTMENTS, INC1$53<0.01%013F-HRTimeline
Global Wealth Strategies & Associates0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Legacy Financial Group LLC108,473$5.69B+18,30513F-HRTimelineValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.