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Disclosery

EFV ISHARES TR

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SHS (fund)

1,107 managers (1,118 13F filers) reported a position in EFV shares at 2025-09-30, 350,281,250 shares in all. 98 filers opened a position and 47 filers sold out during the quarter.

Managers
1,107
13F filers
1,118
New
98
Added
354
Reduced
442
Sold out
47
Shares held by filers
350,281,250

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Legacy Bridge, LLC400$27.1K0.01%013F-HRTimeline
ATWOOD & PALMER INC392$26.6K<0.01%013F-HRTimeline
CVA Family Office, LLC384$26K<0.01%-113F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.363$24.6K0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…355$24.1K0.05%-7,38613F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC351$23.8K<0.01%new13F-HRTimeline
Financial Freedom, LLC330$22.4K0.01%013F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC325$22K0.02%013F-HRTimeline
Integrity Financial Corp /WA322$21.8K0.01%new13F-HRTimeline
FIRST COMMUNITY TRUST NA318$21.6K0.02%+27413F-HRTimeline
Investors Research Corp318$21.6K<0.01%+20213F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC312$21.2K<0.01%+2813F-HRTimeline
TOTH FINANCIAL ADVISORY CORP306$20.8K<0.01%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…302$20.5K<0.01%013F-HRTimeline
OPTIMUM INVESTMENT ADVISORS301$20.4K0.01%013F-HRTimeline
Hurley Capital, LLC299$20.3K0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.295$20K0.01%+14513F-HRTimeline
Harbor Asset Planning, Inc.289$19.6K0.02%013F-HRTimeline
Fairman Group, LLC287$19.4K0.02%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.273$19K<0.01%+7513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CGC Financial Services, LLC280$19K0.01%013F-HRTimeline
EASTERN BANK272$18.4K<0.01%-3213F-HRTimeline
KERR FINANCIAL PLANNING Corp256$17.9K0.03%13F-HR/ATimeline
Clearstead Trust, LLC254$17.2K<0.01%013F-HRTimeline
EPG Wealth Management LLC245$16.6K<0.01%013F-HRTimeline
SIGNATUREFD, LLC242$16.4K<0.01%-20613F-HRTimeline
Avion Wealth247$16K<0.01%+613F-HRTimeline
HHM Wealth Advisors, LLC217$14.7K<0.01%+15713F-HRTimeline
MTM Investment Management, LLC206$14K<0.01%013F-HRTimeline
LOWE BROCKENBROUGH & CO INC204$13.8K<0.01%new13F-HRTimeline
Archer Investment Corp201$13.6K<0.01%013F-HRTimeline
Delos Wealth Advisors, LLC197$13.4K0.01%+4013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO195$13.2K<0.01%013F-HRTimelineGroup
Smithfield Trust Co183$13K<0.01%013F-HRTimeline
Murphy & Mullick Capital Management Corp190$12.9K0.01%013F-HRTimeline
Paladin Advisory Group, LLC178$12.1K0.01%013F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC178$12.1K0.01%013F-HRTimeline
Reyes Financial Architecture, Inc.174$11.8K0.01%013F-HRTimeline
Kozak & Associates, Inc.159$11K<0.01%new13F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC159$10.8K<0.01%013F-HRTimeline
Glass Jacobson Investment Advisors llc139$9.43K<0.01%+3713F-HRTimeline
WFA of San Diego, LLC137$9.29K0.01%013F-HRTimeline
Viewpoint Capital Management LLC136$9.22K<0.01%new13F-HRTimeline
Dunhill Financial, LLC134$9.08K<0.01%+113F-HRTimeline
Luminist Capital LLC133$9.07K0.01%013F-HRTimeline
Trust Co128$8.68K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC116$7.87K<0.01%013F-HRTimeline
Park Place Capital Corp115$7.8K<0.01%new13F-HRTimeline
American Wealth Advisors, LLC113$7.65K0.01%13F-HRTimeline
Coston, McIsaac & Partners104$7K<0.01%013F-HRTimeline
Private Wealth Management Group, LLC99$6.72K<0.01%new13F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC98$6.65K<0.01%new13F-HRTimeline
CBIZ Investment Advisory Services, LLC97$6.58K<0.01%new13F-HRTimeline
Caitlin John, LLC87$5.9K<0.01%new13F-HRTimeline
SITTNER & NELSON, LLC84$5.7K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC80$5.43K<0.01%-4113F-HRTimeline
Jackson Hole Capital Partners, LLC72$4.88K<0.01%013F-HRTimeline
ALERUS FINANCIAL NA69$4.68K<0.01%013F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC69$4.68K<0.01%-6,84613F-HRTimeline
IAG Wealth Partners, LLC67$4.54K<0.01%013F-HRTimeline
Topsail Wealth Management, LLC67$4.54K<0.01%new13F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.65$4.41K<0.01%013F-HRTimeline
Global Trust Asset Management, LLC60$4.07K<0.01%new13F-HRTimeline
1620 INVESTMENT ADVISORS, INC.60$4.07K<0.01%013F-HRTimeline
CITY HOLDING CO60$4.07K<0.01%013F-HRTimeline
New Millennium Group LLC59$4K<0.01%013F-HRTimeline
REDMONT WEALTH ADVISORS LLC55$3.73K0.01%013F-HRTimeline
FINANCIAL CONSULATE, INC54$3.66K<0.01%new13F-HRTimeline
CHELSEA COUNSEL CO51$3.46K<0.01%new13F-HRTimeline
Barnes Dennig Private Wealth Management…51$3.46K<0.01%013F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.50$3.39K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…49$3.32K<0.01%+3413F-HRTimelineGroup
Hoese & Co LLP48$3.25K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.47$3.19K<0.01%013F-HRTimeline
BARRETT & COMPANY, INC.47$3.19K<0.01%013F-HRTimeline
JPL Wealth Management, LLC46$3.13K<0.01%new13F-HRTimeline
AllSquare Wealth Management LLC45$3.05K<0.01%013F-HRTimeline
UMB Bank, n.a.44$2.98K<0.01%-6313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Cordgrass Capital Advisors, LLC44$2.98K<0.01%013F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC42$2.88K<0.01%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners42$2.85K<0.01%013F-HRTimelineGroup
North Capital, Inc.42$2.83K<0.01%+113F-HRTimeline
McIlrath & Eck, LLC40$2.71K<0.01%013F-HRTimeline
MJT & Associates Financial Advisory Gro…38$2.58K<0.01%-613F-HRTimeline
Lowe Wealth Advisors, LLC37$2.51K<0.01%new13F-HRTimeline
Morton Brown Family Wealth, LLC36$2.44K<0.01%013F-HRTimeline
Pillar Financial Advisors, LLC35$2.38K<0.01%013F-HRTimeline
Roxbury Financial LLC35$2.36K<0.01%013F-HRTimeline
Provident Wealth Management, LLC33$2.24K<0.01%new13F-HRTimeline
Abich Financial Wealth Management LLC30$2.04K<0.01%13F-HRTimeline
Capital Advisors, Ltd. LLC31$2K<0.01%013F-HRTimeline
MOTCO29$1.97K<0.01%013F-HRTimeline
Fourth Dimension Wealth, LLC27$1.84K<0.01%013F-HRTimeline
Jackson, Grant Investment Advisers, Inc.22$1.48K<0.01%013F-HRTimeline
Smallwood Wealth Investment Management,…21$1.42K<0.01%013F-HRTimeline
HM PAYSON & CO20$1.36K<0.01%new13F-HRTimeline
Fairway Wealth LLC18$1.22K<0.01%+813F-HRTimeline
WOLFF WIESE MAGANA LLC15$1.02K<0.01%013F-HRTimeline
Cloud Capital Management, LLC23$1K<0.01%new13F-HRTimeline
Tidemark, LLC10$653<0.01%013F-HRTimeline
Front Row Advisors LLC8$543<0.01%013F-HRTimeline
Dogwood Wealth Management LLC7$475<0.01%013F-HRTimeline
BFSG, LLC4$292<0.01%new13F-HRTimeline
MANNING & NAPIER ADVISORS LLC4$270<0.01%new13F-HRTimeline
Realta Investment Advisors0$23<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
Goodman Advisory Group, LLC0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Strategic Investment Advisors / MI127,981$14.6Knew13F-HR/ATimelineValue about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.