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Disclosery

EFV ISHARES TR

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SHS (fund)

1,251 managers (1,268 13F filers) reported a position in EFV shares at 2026-03-31, 346,996,074 shares in all. 100 filers opened a position and 57 filers sold out during the quarter.

Managers
1,251
13F filers
1,268
New
100
Added
409
Reduced
502
Sold out
57
Shares held by filers
346,996,074

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Fortis Advisors, LLC3,215$239K0.12%013F-HRTimeline
FLC Capital Advisors3,212$239K0.04%+22813F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS3,206$238K<0.01%-32313F-HRTimelineGroup
BETO FINANCIAL GROUP, LLC3,045$236K0.14%new13F-HRTimeline
OARSMAN CAPITAL, INC.3,168$236K0.03%013F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC3,164$235K0.01%-28713F-HRTimeline
Klingman & Associates, LLC3,157$235K0.01%new13F-HRTimeline
Clarity Financial LLC3,146$234K0.03%+113F-HRTimeline
PACES FERRY WEALTH ADVISORS, LLC3,132$233K0.1%013F-HRTimeline
Washington Trust Bank3,128$233K0.02%+23613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC3,110$231K<0.01%new13F-HRTimelineGroup
Capital Investment Advisors, LLC3,104$231K<0.01%+19913F-HR/ATimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…3,101$231K0.01%-10,58513F-HRTimelineGroup
Integrated Wealth Management3,085$229K0.26%-1,74013F-HRTimeline
Oder Investment Management, LLC3,074$229K0.18%013F-HRTimeline
Total Clarity Wealth Management, Inc.3,068$228K0.05%+21113F-HRTimeline
TrueWealth Advisors, LLC3,043$226K0.06%-6613F-HRTimeline
Bahl & Gaynor LLC3,028$225K<0.01%new13F-HRTimeline
Optimist Retirement Group LLC3,028$225K0.1%-7713F-HRTimeline
EJMK Ventures LLC3,028$225K0.13%-1,08413F-HRTimeline
Fulton Bank, N.A.3,023$225K0.01%013F-HRTimeline
Asset One Wealth Management LLC2,920$224K0.02%-16713F-HRTimeline
INSTRUMENTAL WEALTH, LLC3,007$224K0.14%+49513F-HRTimeline
Avestar Capital, LLC3,002$223K0.02%new13F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV2,992$222K0.03%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC2,949$219K0.02%-11313F-HRTimeline
Stewardship Advisors, LLC2,942$219K0.05%+7013F-HRTimeline
Shearwater Capital LLC2,898$215K0.11%013F-HRTimeline
Piedmont Capital Management, LLC/NC2,853$212K0.14%new13F-HRTimeline
Summit Global Investmentsin group Summit Global Investments2,855$212K0.01%013F-HRTimelineGroup
One Wealth Management Investment & Advi…2,848$212K0.26%-4213F-HRTimeline
Clark Asset Management, LLC2,845$212K0.02%new13F-HRTimeline
SACHEM HILL LLC2,833$211K0.04%-1,30013F-HRTimeline
OAK FAMILY ADVISORS, LLC2,820$210K0.06%013F-HRTimeline
JMG Financial Group, Ltd.2,809$209K0.01%-3813F-HRTimeline
Providence Capital Advisors, LLC2,774$206K0.03%013F-HRTimeline
Federation des caisses Desjardins du Qu…2,770$206K<0.01%-9013F-HRTimeline
Xcelsior Advisor Partners LLC2,760$205K0.08%new13F-HRTimeline
Ballentine Capital Advisors, Inc2,754$205K0.08%new13F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO2,741$204K0.02%new13F-HRTimeline
Spectrum Asset Management, Inc. (NB/CA)2,734$203K0.06%new13F-HRTimeline
Cannon Financial Strategists, Inc.2,734$203K0.03%new13F-HRTimeline
Professional Financial Advisors, LLC2,728$203K0.04%-1,21413F-HRTimeline
Soltis Investment Advisors LLC2,726$203K0.01%new13F-HRTimeline
Canandaigua National Trust Co of Florida2,725$203K0.16%new13F-HRTimeline
JGP Wealth Management, LLC2,724$203K0.02%new13F-HRTimeline
BDFS Capital LLC2,706$201K0.1%-84213F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…2,651$197K0.08%-28013F-HRTimeline
BAYBAN2,639$196K0.17%013F-HRTimeline
Rosenberg Matthew Hamilton2,585$192K0.04%+913F-HRTimeline
Hyundai Investments Co., Ltd.2,615$189K0.21%-3,46713F-HRTimeline
MeadowBrook Investment Advisors LLC2,495$186K0.16%013F-HRTimeline
HORIZON BANCORP INC /IN/2,485$185K0.09%-7413F-HRTimeline
Wellington Grp LLC2,478$184K0.06%+1,98213F-HRTimeline
Balentine LLC2,462$183K0.01%013F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…2,362$176K0.01%013F-HRTimeline
Godfrey Financial Associates, Inc.2,358$175K0.15%+64113F-HRTimeline
Triumph Capital Management2,341$174K0.04%-4613F-HRTimeline
S.A. Mason LLC2,291$170K0.06%013F-HRTimeline
Team Financial Group, LLC2,285$170K0.08%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…2,263$168K0.03%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…2,212$164K<0.01%013F-HRTimelineGroup
Destiny Wealth Partners, LLC2,196$163K0.02%new13F-HRTimeline
Root Financial Partners, LLC2,196$163K0.01%+53513F-HRTimeline
Opal Wealth Advisors, LLC2,195$163K0.04%new13F-HRTimeline
SOA Wealth Advisors, LLC.2,178$162K0.03%-5613F-HRTimeline
Rossby Financial, LCC2,088$157K0.03%+1,44713F-HRTimeline
JDM Financial Group LLC2,088$155K0.06%013F-HRTimeline
MCF Advisors LLC2,043$152K0.01%013F-HRTimeline
Main Street Group, LTD1,968$146K0.04%new13F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC1,918$143K0.02%013F-HRTimeline
Clark Wealth Partners1,892$141K0.09%-17413F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC1,838$137K0.01%013F-HRTimeline
Bravera Wealth1,821$135K0.06%013F-HRTimeline
TSFG, LLC1,757$131K0.02%-5213F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC1,637$122K0.1%-913F-HRTimeline
Founders Financial Alliance, LLC1,612$120K0.02%+15913F-HRTimeline
Anchor Investment Management, LLC1,598$119K0.01%013F-HRTimeline
Signature Equity Partners, LLC1,522$113K0.06%+46713F-HRTimeline
Bogart Wealth, LLC1,507$112K<0.01%+74413F-HRTimeline
Indiana Trust & Investment Management Co1,406$105K0.03%+42413F-HRTimeline
OAKWORTH CAPITAL, INC.1,391$103K0.01%013F-HRTimeline
BFSG, LLC1,388$103K0.01%+1,38413F-HRTimeline
True Link Financial Advisors, LLC1,353$101K0.01%new13F-HR/ATimeline
Navigoe, LLC1,348$100K0.06%013F-HRTimeline
AMERIFLEX GROUP, INC.1,331$99K0.05%013F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC1,322$98.3K0.05%013F-HRTimeline
Measured Wealth Private Client Group, L…1,317$97.9K0.03%+64213F-HRTimeline
High Note Wealth, LLC1,302$96.8K0.02%013F-HRTimeline
Global Assets Advisory, LLC1,256$93.4K0.03%new13F-HRTimeline
TUCKER ASSET MANAGEMENT LLC1,244$92.5K0.03%+35213F-HRTimeline
Hamrick Investment Counsel, llc1,229$91.4K0.05%-22513F-HRTimeline
Rice Partnership, LLC1,220$90.7K0.01%+28613F-HRTimeline
HOEY INVESTMENTS, INC1,203$89.4K0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB1,115$82.9K<0.01%013F-HRTimeline
Princeton Global Asset Management LLC1,060$78.8K0.01%-2913F-HRTimeline
City State Bank1,060$78.8K0.02%013F-HRTimeline
Elevated Capital Advisors, LLC1,040$77.3K0.02%013F-HRTimeline
Tacita Capital Inc1,000$74.3K0.04%new13F-HRTimeline
Ares Financial Consulting, LLC942$70.9K0.06%013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …936$69.6K0.01%-213F-HRTimelineGroup
Atlantic Private Wealth, LLC923$68.6K0.04%013F-HRTimeline
Birchwood Financial Partners, Inc.919$68.4K0.07%013F-HRTimeline
FINANCIAL CONSULATE, INC905$67.3K0.01%new13F-HRTimeline
Bangor Savings Bank891$66.2K0.01%013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC890$66.2K<0.01%new13F-HRTimelineGroup
BALLAST ADVISORS LLC838$62.3K0.02%013F-HR/ATimeline
Imprint Wealth LLC836$62.2K0.28%013F-HRTimeline
Powell Investment Advisors, LLC808$60.1K0.02%013F-HRTimeline
Financial Network Wealth Advisors LLC784$58.3K0.06%+5513F-HRTimeline
Dunhill Financial, LLC764$56.9K0.01%+30513F-HRTimeline
SIGNATUREFD, LLC756$56.2K<0.01%+51413F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC750$55.8K<0.01%+13113F-HRTimeline
STRATEGIC ADVISORY PARTNERS, LLC741$55.1K0.04%new13F-HRTimeline
Dorato Capital Management692$53.8K0.04%-10013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…692$51.5K0.02%013F-HRTimeline
NorthAvenue LLC675$50.2K0.04%013F-HRTimeline
Keating Financial Advisory Services, In…668$49.7K0.01%+4413F-HRTimeline
Wells Financial Advisors INC665$49.4K0.22%-1,39013F-HRTimeline
FIRST COMMUNITY TRUST NA659$49K0.04%+34113F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP650$48.3K<0.01%-13313F-HRTimelineGroup
Hurley Capital, LLC643$47.8K0.03%-18113F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC642$47.7K0.01%013F-HRTimeline
Aventura Private Wealth, LLC622$46.2K0.02%new13F-HRTimeline
Rossmore Private Capital616$45.8K<0.01%013F-HRTimeline
Collier Financial583$43.4K0.03%013F-HRTimeline
SHP Wealth Management580$43.1K<0.01%-2013F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC562$41.8K<0.01%013F-HRTimeline
CURIO WEALTH, LLC561$41.7K0.01%013F-HRTimeline
JNBA Financial Advisors550$40.9K<0.01%013F-HRTimeline
Coastline Trust Co540$40.1K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Signature Resources Capital Management,…529$39.3K0.02%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC529$39.3K<0.01%new13F-HR/ATimeline
Breakwater Investment Management528$39.3K0.01%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC499$37.1K0.02%013F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/496$36.9K0.01%013F-HRTimelineGroup
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp484$36K<0.01%-18213F-HRTimelineGroup
Innovative Asset Advisors Group, LLC482$35.8K0.02%13F-HRTimeline
Addison Advisors LLC473$35.1K0.01%013F-HRTimeline
Abound Wealth Management472$35.1K0.01%+3513F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.465$35K<0.01%-3413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Cedar Mountain Advisors, LLC466$34.7K0.01%013F-HRTimeline
First Command Advisory Services, Inc.462$34.4K<0.01%013F-HRTimeline
Richardson Capital Management LLC425$31.6K0.02%013F-HRTimeline
HOWE & RUSLING INC410$30.5K<0.01%-34013F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department409$30.4K0.01%013F-HRTimelineGroup
ATWOOD & PALMER INC401$29.8K<0.01%013F-HRTimeline
Legacy Bridge, LLC400$29.7K0.01%013F-HRTimeline
CVA Family Office, LLC392$29.2K<0.01%013F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC372$27.7K0.02%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.363$27K0.01%013F-HRTimeline
SYM FINANCIAL Corp362$26.9K<0.01%013F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV361$26K0.01%-15113F-HR/ATimeline
ROGCO, LP346$25.7K0.01%-6013F-HRTimeline
2UniFi Bank332$24.7K0.01%013F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC325$24.2K0.02%013F-HRTimeline
Caldwell Trust Co324$24.1K<0.01%013F-HRTimeline
Integrity Financial Corp /WA322$23.9K0.01%013F-HRTimeline
Magnolia Wealth Management, LLC318$23.6K0.01%new13F-HRTimeline
TOTH FINANCIAL ADVISORY CORP306$22.8K<0.01%-50813F-HRTimeline
Nemes Rush Group LLC303$22.5K<0.01%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…302$22.4K<0.01%013F-HRTimeline
Harbor Asset Planning, Inc.296$22K0.02%013F-HRTimeline
Fairman Group, LLC291$21.7K0.02%013F-HRTimeline
CGC Financial Services, LLC280$20.8K0.01%013F-HRTimeline
KERR FINANCIAL PLANNING Corp256$19.6K0.01%013F-HR/ATimeline
VALLEY NATIONAL ADVISERS INC267$19K<0.01%013F-HRTimeline
Tidemark, LLC250$18.6K<0.01%new13F-HRTimeline
EPG Wealth Management LLC245$18.2K<0.01%013F-HRTimeline
Avion Wealth246$18K<0.01%013F-HRTimeline
Crewe Advisors LLC235$17.5K<0.01%013F-HRTimeline
EASTERN BANK217$16.1K<0.01%013F-HRTimeline
MTM Investment Management, LLC211$15.7K<0.01%013F-HRTimeline
TopTier Wealth Management, LLC206$15.3K0.01%new13F-HRTimeline
ADKINS SEALE CAPITAL MANAGEMENT LLC206$15.3K0.02%-13913F-HRTimeline
Archer Investment Corp201$14.9K<0.01%013F-HRTimeline
Murphy & Mullick Capital Management Corp190$14.1K0.01%013F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC188$14K<0.01%013F-HRTimeline
Advocate Investing Services LLC187$13.9K0.01%new13F-HRTimeline
Glen Eagle Advisors, LLC179$13.3K<0.01%013F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC178$13.2K0.01%-1813F-HRTimeline
Kozak & Associates, Inc.169$13.2K<0.01%+613F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.176$13.1K<0.01%-19,49213F-HRTimelineGroup
Smithfield Trust Co183$13K<0.01%013F-HRTimeline
Reyes Financial Architecture, Inc.174$12.9K0.01%-313F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC159$11.8K<0.01%013F-HRTimeline
Financial Freedom, LLC157$11.6K0.01%new13F-HRTimeline
United Community Bankin group United Community Bank155$11.5K<0.01%013F-HRTimelineGroup
Delos Wealth Advisors, LLC153$11.4K0.01%-413F-HRTimeline
Vermillion Wealth Management, Inc.150$11.2K<0.01%013F-HRTimeline
GILL CAPITAL PARTNERS, LLC148$11K<0.01%new13F-HRTimeline
TOWER TRUST & INVESTMENT Co144$10.7K0.01%013F-HRTimeline
Glass Jacobson Investment Advisors llc139$10.3K<0.01%013F-HRTimeline
Parvin Asset Management, LLC139$10.3K0.01%013F-HRTimeline
WFA of San Diego, LLC137$10.2K0.01%013F-HRTimeline
IAG Wealth Partners, LLC136$10.1K<0.01%013F-HRTimeline
Lummis Asset Management, LP133$9.89K0.01%013F-HRTimeline
Trust Co128$9.52K<0.01%013F-HRTimeline
Walsh & Associates, LLC127$9.44K0.01%013F-HRTimeline
Smallwood Wealth Investment Management,…122$9.07K<0.01%new13F-HRTimeline