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Disclosery

EFV ISHARES TR

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SHS (fund)

1,063 managers (1,074 13F filers) reported a position in EFV shares at 2025-06-30, 375,530,773 shares in all. 101 filers opened a position and 44 filers sold out during the quarter.

Managers
1,063
13F filers
1,074
New
101
Added
557
Reduced
256
Sold out
44
Shares held by filers
375,530,773

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
GRAND WEALTH MANAGEMENT, LLC178$11.3K0.01%013F-HRTimeline
Reyes Financial Architecture, Inc.174$11K0.01%013F-HRTimeline
Smithfield Trust Co183$11K<0.01%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC159$10.1K<0.01%013F-HRTimeline
Delos Wealth Advisors, LLC157$9.97K0.01%new13F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp154$9.78K<0.01%new13F-HRTimelineGroup
Vermillion Wealth Management, Inc.150$9.52K<0.01%013F-HRTimeline
Brooklyn Investment Group144$9.14K<0.01%new13F-HR/ATimeline
WFA of San Diego, LLC137$8.7K0.01%13F-HRTimeline
Dunhill Financial, LLC133$8.49K<0.01%+213F-HRTimeline
Luminist Capital LLC133$8.46K0.01%013F-HRTimeline
Trust Co128$8.12K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC121$7.68K<0.01%new13F-HRTimeline
Medallion Wealth Advisors, LLC116$7.38K<0.01%013F-HRTimeline
Investors Research Corp116$7.36K<0.01%013F-HRTimeline
UMB Bank, n.a.107$6.79K<0.01%-3113F-HR/ATimeline
Glass Jacobson Investment Advisors llc102$6.47K<0.01%-7,48313F-HRTimeline
Capital A Wealth Management, LLC124$6.46K0.07%-157,37113F-HRTimeline
Coston, McIsaac & Partners104$6K<0.01%013F-HRTimeline
Park Square Financial Group, LLC94$5.97K<0.01%013F-HRTimeline
SITTNER & NELSON, LLC84$5.33K<0.01%013F-HRTimeline
Jackson Hole Capital Partners, LLC72$4.57K<0.01%013F-HRTimeline
ALERUS FINANCIAL NA69$4.38K<0.01%new13F-HRTimeline
IAG Wealth Partners, LLC67$4.25K<0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.65$4.13K<0.01%013F-HRTimeline
HHM Wealth Advisors, LLC60$3.81K<0.01%013F-HRTimeline
1620 INVESTMENT ADVISORS, INC.60$3.81K<0.01%+1013F-HRTimeline
CITY HOLDING CO60$3.81K<0.01%013F-HRTimeline
New Millennium Group LLC59$3.75K<0.01%-7213F-HRTimeline
REDMONT WEALTH ADVISORS LLC55$3.49K0.01%013F-HRTimeline
Barnes Dennig Private Wealth Management…51$3.24K<0.01%013F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.50$3.17K<0.01%013F-HRTimeline
Hoese & Co LLP48$3.05K<0.01%013F-HRTimeline
BARRETT & COMPANY, INC.47$2.98K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.47$2.98K<0.01%013F-HRTimeline
AllSquare Wealth Management LLC45$2.86K<0.01%013F-HRTimeline
FIRST COMMUNITY TRUST NA44$2.79K<0.01%new13F-HRTimeline
Cordgrass Capital Advisors, LLC44$2.79K<0.01%new13F-HRTimeline
MJT & Associates Financial Advisory Gro…44$2.79K<0.01%013F-HR/ATimeline
Rise Advisors, LLC44$2.79K<0.01%new13F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC42$2.69K<0.01%+113F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners42$2.67K<0.01%-33413F-HRTimelineGroup
North Capital, Inc.41$2.58K<0.01%+113F-HRTimeline
McIlrath & Eck, LLC40$2.54K<0.01%013F-HRTimeline
Morton Brown Family Wealth, LLC36$2.29K<0.01%013F-HRTimeline
Pillar Financial Advisors, LLC35$2.22K<0.01%013F-HRTimeline
Roxbury Financial LLC35$2.21K<0.01%new13F-HRTimeline
Capital Advisors, Ltd. LLC31$2K<0.01%new13F-HRTimeline
MOTCO29$1.84K<0.01%013F-HRTimeline
Darwin Wealth Management, LLC28$1.78K<0.01%new13F-HRTimeline
Fourth Dimension Wealth, LLC27$1.73K<0.01%013F-HRTimeline
AFFINITY WEALTH LLC26$1.65K<0.01%013F-HRTimeline
Jackson, Grant Investment Advisers, Inc.22$1.39K<0.01%+113F-HRTimeline
Smallwood Wealth Investment Management,…21$1.33K<0.01%013F-HRTimeline
Bangor Savings Bank16$1.02K<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC15$953<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…15$952<0.01%-1,04313F-HRTimelineGroup
Fairway Wealth LLC10$635<0.01%013F-HRTimeline
Tidemark, LLC10$611<0.01%+113F-HRTimeline
Front Row Advisors LLC8$508<0.01%013F-HRTimeline
Dogwood Wealth Management LLC7$445<0.01%new13F-HRTimeline
Realta Investment Advisors0$21<0.01%-13013F-HRTimelineAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.