Skip to content

EFV ISHARES TR

Follow

SHS (fund)

1,237 managers (1,254 13F filers) reported a position in EFV shares at 2026-06-30, 272,387,780 shares in all. 80 filers opened a position and 96 filers sold out during the quarter.

Managers
1,237
13F filers
1,254
New
80
Added
379
Reduced
554
Sold out
96
Shares held by filers
272,387,780

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
First Command Advisory Services, Inc.62$4.75K<0.01%-40013F-HRTimeline
HHM Wealth Advisors, LLC60$4.59K<0.01%013F-HRTimeline
1620 INVESTMENT ADVISORS, INC.60$4.59K<0.01%013F-HRTimeline
Wealth Enhancement Trust Services, Inc.56$4.29K<0.01%new13F-HR/ATimeline
CX Institutional52$4K<0.01%new13F-HRTimeline
CHELSEA COUNSEL CO51$3.9K<0.01%013F-HRTimeline
Founders Capital Management51$3.9K<0.01%new13F-HRTimeline
Barnes Dennig Private Wealth Management…51$3.9K<0.01%013F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.50$3.83K<0.01%013F-HRTimeline
Hilton Head Capital Partners, LLC50$3.83K<0.01%-5113F-HRTimeline
Pioneer Family Office, LLC50$3.83K<0.01%013F-HRTimeline
Hoese & Co LLP48$3.67K<0.01%013F-HRTimeline
BARRETT & COMPANY, INC.47$3.6K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.47$3.6K<0.01%013F-HRTimeline
Downshift Financial, LLC47$3.6K<0.01%new13F-HRTimeline
INVESTMENT COUNSEL CO OF NEVADA46$3.52K0.01%new13F-HRTimeline
United Financial Planning Group LLC42$3.21K<0.01%013F-HRTimeline
Strategic Wealth Advisors LLC49$3K<0.01%013F-HRTimeline
Your Advocates Ltd., LLP39$2.98K<0.01%new13F-HRTimeline
MJT & Associates Financial Advisory Gro…38$2.91K<0.01%013F-HRTimeline
Pillar Financial Advisors, LLC35$2.68K<0.01%013F-HRTimeline
Provident Wealth Management, LLC35$2.68K<0.01%+113F-HRTimeline
Aspect Partners, LLC33$2.53K<0.01%new13F-HRTimeline
MOTCO29$2.22K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…29$2.22K<0.01%+1213F-HRTimelineGroup
Markowski Investments28$2.14K<0.01%13F-HRTimeline
Rachor Investment Advisory Services, LLC24$1.81K<0.01%+113F-HRTimeline
Jackson, Grant Investment Advisers, Inc.23$1.75K<0.01%+113F-HRTimeline
ARVEST INVESTMENTS, INC.22$1.68K<0.01%new13F-HRTimeline
Orion Capital Management LLC17$1.3K<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC15$1.15K<0.01%-2213F-HRTimeline
Addison Advisors LLC13$1K<0.01%-46013F-HRTimeline
Prosperity Bancshares Inc10$766<0.01%new13F-HRTimeline
Front Row Advisors LLC8$653<0.01%013F-HRTimeline
Graney & King, LLC7$550<0.01%013F-HRTimeline
MANNING & NAPIER ADVISORS LLC4$322<0.01%013F-HRTimeline
Realta Investment Advisors0$26<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.