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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
Ankerstar Wealth, LLC120$8.92K0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC116$8.62K<0.01%013F-HRTimeline
Napier Financial, LLC105$7.82K<0.01%new13F-HRTimeline
Hilton Head Capital Partners, LLC101$7.51K<0.01%013F-HRTimeline
SIMPLEX TRADING, LLC100$7.43K<0.01%new13F-HRTimeline
CBIZ Investment Advisory Services, LLC97$7.21K<0.01%013F-HRTimeline
Coston, McIsaac & Partners104$7K<0.01%013F-HRTimeline
Grove Bank & Trust90$6.69K<0.01%new13F-HRTimeline
ADIRONDACK TRUST CO90$6.69K<0.01%+4113F-HRTimeline
Caitlin John, LLC87$6.47K<0.01%013F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.86$6.39K<0.01%013F-HRTimeline
SITTNER & NELSON, LLC84$6.25K<0.01%013F-HRTimeline
JPL Wealth Management, LLC81$6.04K<0.01%new13F-HR/ATimeline
Jackson Hole Capital Partners, LLC72$5.35K<0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.71$5.28K<0.01%013F-HRTimeline
ALERUS FINANCIAL NA67$4.98K<0.01%-213F-HRTimeline
Topsail Wealth Management, LLC67$4.98K<0.01%013F-HRTimeline
ESL Trust Services, LLC66$4.91K<0.01%013F-HRTimeline
CITY HOLDING CO60$4.46K<0.01%013F-HRTimeline
HHM Wealth Advisors, LLC60$4.46K<0.01%013F-HRTimeline
1620 INVESTMENT ADVISORS, INC.60$4.46K<0.01%013F-HRTimeline
CHELSEA COUNSEL CO51$3.79K<0.01%013F-HR/ATimeline
Barnes Dennig Private Wealth Management…51$3.79K<0.01%013F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.50$3.72K<0.01%013F-HRTimeline
Pioneer Family Office, LLC50$3.72K<0.01%013F-HRTimeline
Wagner Wealth Management, LLC48$3.57K<0.01%new13F-HRTimeline
Hoese & Co LLP48$3.57K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.47$3.5K<0.01%013F-HRTimeline
BARRETT & COMPANY, INC.47$3.49K<0.01%-2113F-HRTimeline
Cordgrass Capital Advisors, LLC44$3.27K<0.01%013F-HRTimeline
United Financial Planning Group LLC42$3.12K<0.01%013F-HRTimeline
Strategic Wealth Advisors LLC49$3K<0.01%013F-HRTimeline
McIlrath & Eck, LLC40$2.97K<0.01%013F-HRTimeline
MJT & Associates Financial Advisory Gro…38$2.83K<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC37$2.75K<0.01%+2213F-HRTimeline
Roxbury Financial LLC36$2.64K<0.01%013F-HRTimeline
Pillar Financial Advisors, LLC35$2.6K<0.01%013F-HRTimeline
Provident Wealth Management, LLC34$2.53K<0.01%013F-HRTimeline
Atomic Invest LLC34$2.49K<0.01%-9613F-HRTimeline
Register Financial Advisors LLC33$2.45K<0.01%013F-HRTimeline
MOTCO29$2.16K<0.01%013F-HRTimeline
Fourth Dimension Wealth, LLC28$2.07K<0.01%013F-HRTimeline
Rachor Investment Advisory Services, LLC23$1.71K<0.01%new13F-HRTimeline
Jackson, Grant Investment Advisers, Inc.22$1.66K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…17$1.26K<0.01%-9013F-HRTimelineGroup
Orion Capital Management LLC17$1.26K<0.01%new13F-HRTimeline
Darwin Wealth Management, LLC17$1.26K<0.01%new13F-HRTimeline
Front Row Advisors LLC8$595<0.01%013F-HRTimeline
Graney & King, LLC7$520<0.01%new13F-HRTimeline
MANNING & NAPIER ADVISORS LLC4$296<0.01%013F-HRTimeline
Realta Investment Advisors0$25<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.