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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
Concord Wealth Partnersin group Concord Wealth Partners42$3K<0.01%013F-HRTimelineGroup
United Financial Planning Group LLC42$3K<0.01%new13F-HRTimeline
McIlrath & Eck, LLC40$2.86K<0.01%013F-HRTimeline
GoalVest Advisory LLC38$2.71K<0.01%new13F-HRTimeline
MJT & Associates Financial Advisory Gro…38$2.71K<0.01%013F-HR/ATimeline
Morton Brown Family Wealth, LLC36$2.57K<0.01%013F-HRTimeline
Roxbury Financial LLC36$2.54K<0.01%+113F-HRTimeline
Pillar Financial Advisors, LLC35$2.5K<0.01%013F-HRTimeline
Provident Wealth Management, LLC34$2.43K<0.01%+113F-HRTimeline
Register Financial Advisors LLC33$2.36K<0.01%new13F-HRTimeline
MOTCO29$2.07K<0.01%013F-HRTimeline
Capital Advisors, Ltd. LLC31$2K<0.01%013F-HRTimeline
Fourth Dimension Wealth, LLC28$1.99K<0.01%+113F-HRTimeline
Jackson, Grant Investment Advisers, Inc.22$1.59K<0.01%013F-HRTimeline
Stephens Consulting, LLC19$1.36K<0.01%new13F-HRTimeline
WOLFF WIESE MAGANA LLC15$1.07K<0.01%013F-HRTimeline
Camelot Portfolios, LLC8$571<0.01%new13F-HRTimeline
Front Row Advisors LLC8$571<0.01%013F-HRTimeline
BFSG, LLC4$308<0.01%013F-HRTimeline
MANNING & NAPIER ADVISORS LLC4$293<0.01%013F-HRTimeline
Private Wealth Management Group, LLC1$72<0.01%-9813F-HRTimeline
Realta Investment Advisors0$24<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.