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Disclosery

EFV ISHARES TR

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SHS (fund)

1,222 managers (1,237 13F filers) reported a position in EFV shares at 2025-12-31, 342,947,584 shares in all. 100 filers opened a position and 57 filers sold out during the quarter.

Managers
1,222
13F filers
1,237
New
100
Added
434
Reduced
435
Sold out
57
Shares held by filers
342,947,584

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Shearwater Capital LLC2,898$207K0.12%new13F-HRTimeline
Washington Trust Bank2,892$207K0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
One Wealth Management Investment & Advi…2,890$206K0.23%-27213F-HRTimeline
Brooklyn Investment Group2,879$206K0.01%new13F-HRTimeline
Stewardship Advisors, LLC2,872$205K0.05%-87313F-HRTimeline
Federation des caisses Desjardins du Qu…2,860$204K<0.01%-25913F-HRTimeline
Total Clarity Wealth Management, Inc.2,857$204K0.05%new13F-HRTimeline
Summit Global Investmentsin group Summit Global Investments2,855$204K0.01%new13F-HRTimelineGroup
JMG Financial Group, Ltd.2,847$203K0.01%new13F-HRTimeline
Integrity Wealth Solutions LLC2,834$202K0.08%new13F-HRTimeline
OAK FAMILY ADVISORS, LLC2,820$201K0.06%-32513F-HRTimeline
INSTRUMENTAL WEALTH, LLC2,512$201K0.12%new13F-HRTimeline
Providence Capital Advisors, LLC2,774$198K0.03%013F-HRTimeline
GAMMA Investing LLC2,772$198K0.01%+65513F-HRTimeline
BAYBAN2,639$188K0.17%13F-HRTimeline
Rosenberg Matthew Hamilton2,576$184K0.04%013F-HRTimeline
HORIZON BANCORP INC /IN/2,559$183K0.09%+3913F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC2,517$180K0.01%-8713F-HRTimeline
MeadowBrook Investment Advisors LLC2,495$178K0.15%013F-HRTimeline
Balentine LLC2,462$176K0.01%013F-HRTimeline
SageView Advisory Group, LLC2,460$176K0.01%new13F-HRTimeline
Triumph Capital Management2,387$170K0.04%new13F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…2,362$169K0.01%013F-HRTimeline
S.A. Mason LLC2,291$164K0.06%013F-HRTimeline
Team Financial Group, LLC2,285$163K0.07%-4213F-HRTimeline
Annis Gardner Whiting Capital Advisors,…2,263$162K0.03%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC2,257$161K0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.2,234$160K0.03%-41613F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…2,212$158K<0.01%013F-HRTimelineGroup
JDM Financial Group LLC2,088$149K0.06%013F-HRTimeline
Clark Wealth Partners2,066$148K0.09%013F-HRTimeline
Wells Financial Advisors INC2,055$147K0.28%-53013F-HRTimeline
MCF Advisors LLC2,043$146K0.01%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC1,918$137K0.02%+1,60613F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC1,838$131K0.01%013F-HRTimeline
Bravera Wealth1,821$130K0.07%13F-HRTimeline
TSFG, LLC1,809$129K0.02%+6813F-HRTimeline
OPTIMA CAPITAL LLC1,720$123K0.05%new13F-HRTimeline
Godfrey Financial Associates, Inc.1,717$123K0.11%13F-HRTimeline
Root Financial Partners, LLC1,661$119K0.01%+18313F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC1,646$118K0.09%13F-HRTimeline
Anchor Investment Management, LLC1,598$114K0.01%+12013F-HRTimeline
Hamrick Investment Counsel, llc1,454$104K0.08%13F-HRTimeline
Founders Financial Alliance, LLC1,453$104K0.02%-13513F-HRTimeline
OAKWORTH CAPITAL, INC.1,391$99.3K0.01%-313F-HRTimeline
Navigoe, LLC1,348$96K0.06%013F-HRTimeline
JFS WEALTH ADVISORS, LLC1,333$95.2K0.01%+22013F-HRTimeline
AMERIFLEX GROUP, INC.1,331$95.1K0.05%-3313F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC1,322$94.4K0.05%013F-HRTimeline
High Note Wealth, LLC1,302$93K0.02%013F-HRTimeline
HOEY INVESTMENTS, INC1,203$85.9K0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB1,115$79.6K<0.01%013F-HRTimeline
Princeton Global Asset Management LLC1,089$77.8K0.01%013F-HRTimeline
City State Bank1,060$75.7K0.02%new13F-HRTimeline
Signature Equity Partners, LLC1,055$75.4K0.04%13F-HRTimeline
Elevated Capital Advisors, LLC1,040$74.3K0.02%new13F-HRTimeline
Indiana Trust & Investment Management Co982$70.1K0.02%013F-HRTimeline
TRUST CO OF VERMONT944$67.4K<0.01%+46513F-HRTimeline
Ares Financial Consulting, LLC942$67.3K0.06%13F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …938$67K0.01%-3413F-HRTimelineGroup
Rice Partnership, LLC934$66.7K0.01%-31213F-HRTimeline
Atlantic Private Wealth, LLC923$65.9K0.04%013F-HRTimeline
Birchwood Financial Partners, Inc.919$65.7K0.07%13F-HRTimeline
TUCKER ASSET MANAGEMENT LLC892$63.7K0.02%+17813F-HRTimeline
Bangor Savings Bank891$63.6K0.01%+10013F-HRTimeline
BALLAST ADVISORS LLC838$59.8K0.02%013F-HRTimeline
Imprint Wealth LLC836$59.7K0.28%-2,05313F-HRTimeline
Hurley Capital, LLC824$58.8K0.03%+52513F-HRTimeline
Dorato Capital Management792$58.1K0.04%13F-HRTimeline
TOTH FINANCIAL ADVISORY CORP814$58.1K0.01%+50813F-HRTimeline
Powell Investment Advisors, LLC808$57.7K0.02%+1813F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP783$55.9K<0.01%+13313F-HRTimelineGroup
Bogart Wealth, LLC763$54.5K<0.01%-23713F-HRTimeline
HOWE & RUSLING INC750$53.6K<0.01%-18213F-HRTimeline
Financial Network Wealth Advisors LLC729$52.1K0.05%013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…692$49.5K0.01%+1513F-HRTimeline
Measured Wealth Private Client Group, L…675$48.2K0.01%013F-HRTimeline
NorthAvenue LLC675$48.2K0.04%13F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp666$47.6K<0.01%+11513F-HRTimelineGroup
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO648$46.3K<0.01%+45313F-HRTimelineGroup
HIGHLINE WEALTH PARTNERS LLC642$45.8K0.01%013F-HRTimeline
Rossby Financial, LCC641$45.8K0.01%-18913F-HRTimeline
Keating Financial Advisory Services, In…624$44.6K0.01%13F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC619$44.2K<0.01%new13F-HRTimeline
Rossmore Private Capital616$44K<0.01%013F-HRTimeline
SHP Wealth Management600$42.8K<0.01%13F-HRTimeline
Collier Financial583$41.6K0.03%+1313F-HRTimeline
Litman Gregory Wealth Management LLC574$41K<0.01%new13F-HRTimeline
CURIO WEALTH, LLC561$40.2K0.01%new13F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC562$40.1K<0.01%013F-HRTimeline
Ransom Advisory, Ltd561$40.1K0.02%new13F-HRTimeline
JNBA Financial Advisors550$39.3K<0.01%013F-HRTimeline
Signature Resources Capital Management,…529$37.8K0.02%+12013F-HRTimeline
Breakwater Investment Management528$37.7K0.01%013F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV512$36K0.01%+1213F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.499$36K<0.01%+22613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
MPWM ADVISORY SOLUTIONS, LLC499$35.6K0.02%013F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/496$35.4K0.01%013F-HRTimelineGroup
Wellington Grp LLC496$35.4K0.01%13F-HR/ATimeline
Fortitude Family Office, LLC481$34.3K0.01%new13F-HRTimeline
Addison Advisors LLC473$33.8K0.01%+113F-HRTimeline
Cedar Mountain Advisors, LLC466$33.3K0.01%+1013F-HRTimeline
First Command Advisory Services, Inc.462$33K<0.01%new13F-HRTimeline
Dunhill Financial, LLC459$32.8K0.01%+32513F-HRTimeline
Abound Wealth Management437$31.2K0.01%-5913F-HRTimeline
Richardson Capital Management LLC425$30.4K0.02%+613F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department409$29.2K0.01%new13F-HRTimelineGroup
ROGCO, LP406$29K0.01%-9313F-HRTimeline
ATWOOD & PALMER INC401$28.6K<0.01%+913F-HRTimeline
Legacy Bridge, LLC400$28.6K0.01%013F-HRTimeline
CVA Family Office, LLC392$28K<0.01%+813F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC372$26.6K0.02%13F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.363$25.9K0.01%013F-HRTimeline
SYM FINANCIAL Corp362$25.9K<0.01%new13F-HRTimeline
ADKINS SEALE CAPITAL MANAGEMENT LLC345$24.6K0.02%13F-HRTimeline
2UniFi Bank332$23.7K0.01%new13F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC325$23.2K0.02%013F-HRTimeline
Caldwell Trust Co324$23.1K<0.01%-10413F-HRTimeline
Integrity Financial Corp /WA322$23K0.01%013F-HRTimeline
FIRST COMMUNITY TRUST NA318$22.7K0.02%013F-HRTimeline
Wealth Watch Advisors, INC308$22K0.01%new13F-HRTimeline
Nemes Rush Group LLC303$21.6K<0.01%new13F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…302$21.6K<0.01%013F-HRTimeline
Harbor Asset Planning, Inc.296$21.1K0.02%+713F-HRTimeline
IFC & Insurance Marketing, Inc.301$21K0.02%13F-HRTimeline
Fairman Group, LLC291$20.8K0.02%+413F-HRTimeline
Motiv8 Investments LLC281$20K0.01%new13F-HRTimeline
CGC Financial Services, LLC280$20K0.01%013F-HRTimeline
Park Place Capital Corp279$19.9K<0.01%+16413F-HRTimeline
KERR FINANCIAL PLANNING Corp256$19.6K0.03%013F-HR/ATimeline
VALLEY NATIONAL ADVISERS INC267$19K<0.01%new13F-HRTimeline
Clearstead Trust, LLC254$18.1K<0.01%013F-HRTimeline
EPG Wealth Management LLC245$17.5K<0.01%013F-HRTimeline
SIGNATUREFD, LLC242$17.3K<0.01%013F-HRTimeline
Avion Wealth246$17K<0.01%-113F-HRTimeline
Crewe Advisors LLC235$16.8K<0.01%-27013F-HRTimeline
Estate Planners Group, LLC232$16.6K0.01%13F-HRTimeline
EASTERN BANK217$15.5K<0.01%-5513F-HRTimeline
Elyxium Wealth, LLC215$15.3K<0.01%new13F-HRTimeline
MTM Investment Management, LLC211$15K<0.01%+513F-HRTimeline
Archer Investment Corp201$14.4K<0.01%013F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC196$14K0.01%+1813F-HRTimeline
Murphy & Mullick Capital Management Corp190$13.6K0.01%013F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC188$13.4K<0.01%-16313F-HRTimeline
Smithfield Trust Co183$13K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC179$12.8K<0.01%+9913F-HRTimeline
Reyes Financial Architecture, Inc.177$12.6K0.01%+313F-HRTimeline
Kozak & Associates, Inc.163$11.8K<0.01%+413F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC159$11.4K<0.01%013F-HRTimeline
Gunpowder Capital Management, LLC dba O…158$11.3K0.01%13F-HRTimeline
Delos Wealth Advisors, LLC157$11.2K0.01%-4013F-HRTimeline
United Community Bankin group United Community Bank155$11.1K<0.01%new13F-HRTimelineGroup
Vermillion Wealth Management, Inc.150$10.7K<0.01%-14513F-HRTimeline
Greenline Wealth Management LLC150$10.7K0.01%13F-HRTimeline
TOWER TRUST & INVESTMENT Co144$10.3K0.01%new13F-HRTimeline
Glass Jacobson Investment Advisors llc139$9.93K<0.01%013F-HRTimeline
Parvin Asset Management, LLC139$9.93K0.01%new13F-HRTimeline
WFA of San Diego, LLC137$9.78K0.01%013F-HRTimeline
IAG Wealth Partners, LLC136$9.71K<0.01%+6913F-HRTimeline
Lummis Asset Management, LP133$9.5K0.01%new13F-HRTimeline
Atomic Invest LLC130$9.34K0.01%13F-HRTimeline
Trust Co128$9.14K<0.01%013F-HRTimeline
Walsh & Associates, LLC127$9.07K0.01%13F-HRTimeline
Ankerstar Wealth, LLC120$8.57K0.01%13F-HRTimeline
Medallion Wealth Advisors, LLC116$8.28K<0.01%013F-HRTimeline
American Wealth Advisors, LLC115$8.24K0.01%+213F-HRTimeline
Planning Project LLC110$7.88K<0.01%13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…107$7.64K<0.01%+5813F-HRTimelineGroup
Hilton Head Capital Partners, LLC101$7.21K<0.01%13F-HRTimeline
GROUP ONE TRADING LLC100$7.14K<0.01%new13F-HRTimeline
Coston, McIsaac & Partners104$7K<0.01%013F-HRTimeline
CBIZ Investment Advisory Services, LLC97$6.93K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC93$6.64K0.01%-1,13813F-HRTimeline
SITTNER & NELSON, LLC84$6.54K<0.01%013F-HRTimeline
Caitlin John, LLC87$6.21K<0.01%013F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.86$6.14K<0.01%new13F-HRTimeline
Laurel Wealth Advisors LLC77$5.5K<0.01%new13F-HRTimeline
Jackson Hole Capital Partners, LLC72$5.14K<0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.71$5.07K<0.01%+613F-HRTimeline
ALERUS FINANCIAL NA69$4.93K<0.01%013F-HRTimeline
BARRETT & COMPANY, INC.68$4.89K<0.01%+2113F-HRTimeline
Topsail Wealth Management, LLC67$4.78K<0.01%013F-HRTimeline
ESL Trust Services, LLC66$4.71K<0.01%new13F-HRTimeline
HHM Wealth Advisors, LLC60$4.29K<0.01%-15713F-HRTimeline
1620 INVESTMENT ADVISORS, INC.60$4.29K<0.01%013F-HRTimeline
CITY HOLDING CO60$4.28K<0.01%013F-HRTimeline
New Millennium Group LLC59$4.21K<0.01%013F-HRTimeline
REDMONT WEALTH ADVISORS LLC55$3.93K0.01%013F-HRTimeline
Manchester Capital Management LLC53$3.79K<0.01%new13F-HRTimeline
NVWM, LLC53$3.79K<0.01%new13F-HRTimeline
CHELSEA COUNSEL CO51$3.64K<0.01%013F-HRTimeline
Barnes Dennig Private Wealth Management…51$3.64K<0.01%013F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.50$3.57K<0.01%013F-HRTimeline
Pioneer Family Office, LLC50$3.57K<0.01%13F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC50$3.57K<0.01%-1913F-HRTimeline
ADIRONDACK TRUST CO49$3.5K<0.01%new13F-HRTimeline
Hoese & Co LLP48$3.43K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.47$3.36K<0.01%013F-HRTimeline
Cordgrass Capital Advisors, LLC44$3.14K<0.01%013F-HRTimeline
Strategic Wealth Advisors LLC49$3K<0.01%13F-HRTimeline