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Disclosery

EFV ISHARES TR

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SHS (fund)

1,004 managers (1,016 13F filers) reported a position in EFV shares at 2024-12-31, 338,107,100 shares in all. 59 filers opened a position and 67 filers sold out during the quarter.

Managers
1,004
13F filers
1,016
New
59
Added
488
Reduced
253
Sold out
67
Shares held by filers
338,107,100

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding68,456,585$3.59B+4,605,640Timeline
FMR LLCin group FMR LLC20,745,609$1.09B0.06%+1,536,02113F-HRTimelineGroup
LPL Financial LLC17,195,268$902M0.37%+4,421,87913F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO14,326,441$752M0.06%+1,093,46913F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\12,803,041$672M0.88%+481,28013F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP12,598,311$661M0.63%-2,051,37713F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY9,829,375$516M0.04%+135,64513F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/9,448,653$496M0.05%+1,142,63813F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.6,719,054$353M0.01%+861,83913F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC6,175,871$324M3.33%+465,66013F-HRTimelineGroup
CWM, LLCin group CWM, LLC6,037,621$317M1.31%-140,37213F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.5,781,455$303M0.1%+3,180,25513F-HRTimeline
Auto-Owners Insurance Coin group Auto-Owners Insurance Co4,588,000$241M5.47%+625,00013F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC4,089,817$215M0.06%+391,54913F-HRTimelineGroup
MML INVESTORS SERVICES, LLC3,753,964$197M0.68%+357,67213F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,421,419$180M0.12%-216,42513F-HRTimelineGroup
Janney Montgomery Scott LLC3,157,576$166M0.46%+220,19113F-HRTimeline
Cetera Investment Advisers3,005,384$158M0.33%+244,29913F-HRTimeline
UBS Group AGin group UBS Group AG2,907,606$153M0.03%+125,40613F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,629,487$138M0.03%+392,24613F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp2,578,657$135M0.46%-24,79113F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.2,545,795$134M0.26%+49,10413F-HRTimelineGroup
RiverFront Investment Group, LLC2,454,382$129M2.93%+99,27213F-HRTimeline
OneDigital Investment Advisors LLC2,401,537$126M1.46%-182,93013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp2,369,128$124M0.02%+257,10813F-HRTimelineGroup
Sanctuary Advisors, LLC2,136,435$119M0.75%+46,91113F-HRTimeline
NewEdge Advisors, LLC2,144,814$113M0.68%+389,67913F-HRTimeline
Modera Wealth Management, LLC2,004,885$105M1.27%+50,21813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,797,839$94.3M0.03%13F-HR/ATimelineGroup
JB Capital LLC1,762,818$92.5M5.18%+192,85913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC1,759,650$92.3M0.13%+148,56713F-HRTimeline
Empirical Financial Services, LLC d.b.a…1,653,265$86.7M2.36%+68,99013F-HRTimeline
Foundations Investment Advisors, LLC1,554,907$81.6M1.57%+166,22913F-HRTimeline
Composition Wealth, LLC1,550,892$81.4M1.65%-43,33713F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…1,482,064$81.1M0.16%+17,43413F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,484,524$77.9M0.02%+147,80713F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…1,465,718$76.9M0.65%+54,74313F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding1,438,109$75.5M+192,084Timeline
Alesco Advisors, LLC, An ESL Co1,425,876$74.8M2.35%+10,70713F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers1,375,028$72.1M0.13%+640,71913F-HRTimelineGroup
Dynasty Wealth Management, LLC1,312,367$68.9M1.19%new13F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA1,312,180$68.9M0.21%+69,41413F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP1,291,573$67.8M0.07%+106,87313F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC1,241,747$65.2M0.29%+31,06913F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,212,458$63.6M0.05%+42,99113F-HRTimelineGroup
SAGESPRING WEALTH PARTNERS, LLC1,201,244$63M1.66%13F-HRTimeline
ASPIRIANT, LLC1,185,995$62.2M2.25%+9,74213F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC1,112,339$58.4M0.46%-32513F-HRTimelineGroup
AE Wealth Management LLC1,064,307$55.8M0.47%+56,86213F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding1,064,123$55.8M+212,762Timeline
Johns Hopkins University916,652$48.1M1.81%new13F-HRTimeline
Beacon Pointe Advisors, LLC904,183$47.4M0.53%-16,20513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.974,452$47.4M0.11%+244,46513F-HR/ATimelineGroup
Financial Synergies Wealth Advisors, In…882,022$46.3M5.74%+33,50313F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP825,382$43.3M0.07%+32,71713F-HRTimelineGroup
Austin Private Wealth, LLC820,453$43M4.04%+87,33813F-HRTimeline
Cambridge Investment Research Advisors,…798,425$41.9M0.14%+20,79913F-HRTimeline
Advocacy Wealth Management, LLC797,508$41.8M3.18%+43,73013F-HRTimeline
Larson Financial Group LLC771,927$40.5M2.1%+84,07913F-HRTimeline
Mariner, LLCin group Mariner, LLC726,763$38.1M0.06%+113,84313F-HRTimelineGroup
Atria Investments, Inc716,246$37.6M0.47%-4,17413F-HRTimeline
Atria Wealth Solutions, Inc.698,975$36.7M0.4%+52,04913F-HRTimeline
HTLF Bank653,550$34.3M3.88%-2,60213F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich588,184$34.1M0.11%+40,63913F-HRTimeline
Icon Wealth Advisors, LLC593,034$31.1M2.56%+29,57613F-HRTimeline
Octavia Wealth Advisors, LLC577,379$30.3M3.68%+19,68413F-HRTimeline
EP Wealth Advisors, LLC568,756$29.8M0.24%-401,67713F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …564,456$29.6M0.05%-35,19013F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC557,236$29.2M0.9%+8,99813F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC552,731$29M0.01%-82,69913F-HRTimelineGroup
Covenant Partners, LLC546,981$28.7M8.85%+38,60713F-HRTimeline
Waverly Advisors, LLC523,466$27.5M0.43%+132,36313F-HRTimeline
CAPTRUST FINANCIAL ADVISORS494,851$26M0.07%+74,77413F-HRTimeline
HighTower Advisors, LLC489,861$25.7M0.04%-3,27813F-HRTimeline
Townsend & Associates, Inc471,603$25.6M2.62%+14613F-HRTimeline
BRAVE ASSET MANAGEMENT INC465,833$24.4M7.77%+3,83213F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.460,861$24.2M0.15%+41,64713F-HRTimeline
Sequoia Financial Advisors, LLC445,059$23.4M0.23%+435,76813F-HR/ATimeline
Sharkey, Howes & Javer443,323$23.3M3.27%+29,35613F-HRTimeline
INTEGRITY ALLIANCE, LLC.431,667$22.6M2.45%13F-HRTimeline
Pacific Life Fund Advisors LLC429,856$22.6M2.34%+365,24813F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV417,807$21.9M0.05%-5,35413F-HRTimeline
Valence8 US LP404,248$21.2M10.19%+5,06213F-HRTimeline
High Falls Advisors, Inc403,933$21.2M4.92%+30,88513F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding396,078$20.8M-31,668Timeline
Merit Financial Group, LLC394,763$20.7M0.37%+239,39013F-HRTimeline
Integrated Wealth Concepts LLC393,590$20.7M0.24%-286,43313F-HRTimeline
Farther Finance Advisors, LLC393,050$20.6M0.75%+61,32513F-HRTimeline
MA Private Wealth392,292$20.6M3.85%+8,12313F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC385,390$20.2M0.74%-2,53113F-HRTimeline
Horst & Graben Wealth Management LLC378,488$19.9M3.53%+25,46013F-HRTimeline
West Wealth Group, LLC376,523$19.8M5.89%+32,99613F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding389,409$19.5M+124,612Timeline
SteelPeak Wealth, LLC368,171$19.3M0.8%-26,65613F-HRTimeline
Strategic Blueprint, LLC363,219$19.1M1.13%+27,46113F-HRTimeline
MCMORGAN & CO LLC362,784$19M2.94%-112,64313F-HRTimeline
Pettinga Financial Advisors LLC343,865$18M4.08%-6,85813F-HRTimeline
Stone House Investment Management, LLC341,444$17.9M4.55%-32,04513F-HRTimeline
Invst, LLC337,715$17.7M2.15%+34,95713F-HRTimeline
CFS Investment Advisory Services, LLC336,401$17.7M1.58%-306,89713F-HRTimeline
BOKF, NAin group BOKF, NA328,617$17M0.29%+7,73413F-HRTimelineGroup
Cardinal Strategic Wealth Guidance323,605$17M5.41%+17,01913F-HRTimeline
Bruce G. Allen Investments, LLC322,905$16.9M13.75%+16,49213F-HRTimeline
OBSIDIAN CIO, LLC320,688$16.8M3.07%+28,05013F-HRTimeline
Stonebrook Private Inc.319,685$16.8M4.39%+88,32413F-HRTimeline
Affinity Capital Advisors, LLC316,344$16.8M3.15%-10,14713F-HRTimeline
Shakespeare Wealth Management, LLC319,004$16.7M4.51%+17,80413F-HRTimeline
Scarborough Advisors, LLC316,741$16.6M2.35%+17,68413F-HRTimeline
Robertson Stephens Wealth Management, L…314,684$16.5M0.59%-251,25913F-HRTimeline
Spectrum Wealth Counsel, LLC314,605$16.5M1.94%+5,02613F-HRTimeline
Physician Wealth Advisors, Inc.313,240$16.4M2.78%+26,86513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…312,917$16.4M0.03%+39,23713F-HR/ATimeline
Blue Trust, Inc.312,128$16.4M0.21%+190,10213F-HR/ATimeline
Elgethun Capital Management306,221$16.1M3.9%+24,85313F-HRTimeline
GREENLEAF TRUST299,676$15.7M0.14%+10,10413F-HRTimeline
One Wealth Advisors, LLC299,615$15.7M2.33%+17,04113F-HRTimeline
Arete Wealth Advisors, LLC298,290$15.7M1.13%+18,89813F-HRTimeline
Checchi Capital Advisers, LLC298,019$15.6M1.17%-12,02713F-HRTimeline
Plancorp, LLC297,663$15.6M0.64%+22,78113F-HRTimeline
Orion Porfolio Solutions, LLC295,194$15.5M0.15%-12,61113F-HRTimeline
Orion Portfolio Solutions, LLC295,194$15.5M0.15%-12,61113F-HRTimeline
IHT Wealth Management, LLC293,887$15.4M0.5%+65,67213F-HRTimeline
Private Advisor Group, LLC287,026$15.1M0.08%+26,57813F-HRTimeline
Security Financial Services, INC.279,483$14.7M2.99%+1,21513F-HRTimeline
Perigon Wealth Management, LLC270,545$14.3M0.35%+36,72813F-HRTimeline
WEALTH ALLIANCE, LLC271,161$14.2M1.7%-16,92713F-HRTimeline
Keystone Financial Services270,503$14.2M5.43%+6,32213F-HRTimeline
FAS Wealth Partners, Inc.269,315$14.1M1.19%-1,42313F-HRTimeline
Wakefield Asset Management LLLPin group Wakefield Asset Management LL…267,845$14.1M4.74%+3,77613F-HRTimelineGroup
Keebeck Wealth Management259,473$13.6M1.96%-4,76013F-HRTimeline
HighMark Wealth Management LLC255,128$13.4M7.7%-1,25413F-HRTimeline
Accredited Investors Inc.254,015$13.3M0.78%+3,37713F-HRTimeline
Maia Wealth LLC242,141$13.3M2.86%+20,71413F-HRTimeline
Kelly Financial Services LLC253,054$13.3M4.79%+1,88013F-HR/ATimeline
Corient Private Wealth LPin group Corient Private Wealth LP247,975$13M0.02%+8813F-HRTimelineGroup
Long Run Wealth Advisors, LLC245,482$12.9M3.09%+20,73313F-HRTimeline
Steward Partners Investment Advisory, L…240,146$12.6M0.11%+27,22413F-HRTimeline
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC239,724$12.6M0.01%+69,80513F-HR/ATimelineGroup
PAX Financial Group, LLC238,146$12.5M2.24%+22,59313F-HRTimeline
Lineweaver Wealth Advisors, LLC233,768$12.3M2.27%+15,38813F-HRTimeline
SCS Capital Management LLC230,950$12.1M0.25%-12,70313F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding224,011$11.8M+90,194Timeline
FINANCIAL LIFE ADVISORS218,682$11.5M4.31%+84113F-HRTimeline
ONE Advisory Partners, LLC217,221$11.4M5.06%+3,12613F-HRTimeline
Cypress Wealth Services, LLC216,744$11.4M2.28%+40,72313F-HRTimeline
Summit X, LLC215,262$11.3M2.5%+138,24313F-HRTimeline
Symmetry Partners, LLC214,765$11.3M1.6%+3,41213F-HRTimeline
Kilter Group LLC213,263$11.2M7.28%13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…207,798$11.2M0.63%+17,80913F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…210,256$11M0.03%+3,94513F-HRTimelineGroup
Northwest Capital Management Inc209,424$11M4.71%-17,85213F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC209,302$11M0.03%+103,81413F-HRTimelineGroup
Keeler Thomas Management LLC209,078$11M3.91%-37,39513F-HRTimeline
Rothschild Wealth LLC204,975$10.8M3.15%+198,20113F-HRTimeline
WATERSHED PRIVATE WEALTH LLC204,116$10.7M4.18%+20,09213F-HRTimeline
TSA Wealth Managment LLC199,341$10.5M4.26%-84413F-HRTimeline
TOWNSQUARE CAPITAL LLC199,136$10.4M0.12%-6,80213F-HRTimeline
MMA ASSET MANAGEMENT LLC199,113$10.4M4.57%-36,37013F-HRTimeline
Trek Financial, LLC196,852$10.3M0.77%+18,70313F-HRTimeline
Quent Capital, LLC194,464$10.2M1.06%+8,98513F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC191,954$10.1M0.1%+13,01113F-HRTimeline
Prosperity Consulting Group, LLC185,960$9.76M0.73%+4,11913F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC185,488$9.74M0.02%+102,31413F-HRTimelineGroup
&PARTNERS184,693$9.71M0.12%+68,33913F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management184,366$9.67M0.14%-10,77913F-HRTimelineGroup
COMERICA BANK183,408$9.62M0.04%+10,12913F-HR/ATimeline
Associated Banc-Corpin group Associated Banc-Corp182,538$9.58M0.29%+1,14213F-HRTimelineGroup
Verdence Capital Advisors LLC180,835$9.49M0.76%+11,54613F-HRTimeline
CHOREO, LLC180,516$9.47M0.14%-1,70613F-HRTimeline
Aptus Capital Advisors, LLC179,844$9.44M0.11%+157,31713F-HRTimeline
SWMG, LLC174,885$9.4M3.75%+17,24313F-HRTimeline
Regal Investment Advisors LLC178,050$9.34M0.7%+10,48613F-HRTimeline
First Horizon Advisors, Inc.176,688$9.27M0.26%-5,74613F-HRTimeline
BIP Wealth, LLC173,078$9.08M0.61%+15,15913F-HRTimeline
Apella Capital, LLC172,544$9.05M0.35%-19,38513F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/171,976$9.02M<0.01%+3,91213F-HRTimelineGroup
Snowden Capital Advisors LLC171,194$8.98M0.28%+4,85313F-HRTimeline
Creative Planningin group Creative Planning170,316$8.94M0.01%-80313F-HRTimelineGroup
Meridian Wealth Partners, LLC169,443$8.89M1.35%+5,62513F-HRTimeline
RTD Financial Advisors, Inc.168,602$8.85M1.13%+5,15513F-HRTimeline
Forthright Family Wealth Advisory LLC160,763$8.44M5.48%+89,99513F-HRTimeline
Marks Group Wealth Management, Inc160,627$8.43M0.83%+5,73413F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding160,550$8.42M+22,207Timeline
MONETA GROUP INVESTMENT ADVISORS LLC157,368$8.26M0.12%-6,58513F-HRTimeline
BOK Financial Private Wealth, Inc.157,199$8.25M0.6%-8,33613F-HRTimeline
Bay Harbor Wealth Management, LLC157,092$8.24M2.68%+25,00013F-HRTimeline
ORG Partners LLC156,776$8.23M1.12%+5,45313F-HRTimeline
Certus Wealth Management, LLC147,051$8.22M5.5%+45313F-HRTimeline
WealthShield Partners, LLC154,725$8.12M1.15%-46213F-HRTimeline
McLean Asset Management Corp154,518$8.11M2.43%-7,76213F-HRTimeline
Sterling Capital Management LLC154,404$8.1M0.11%+55713F-HRTimeline
N.E.W. Advisory Services LLC154,246$8.09M0.77%+10,20413F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC152,635$8.01M0.64%+152,63113F-HRTimeline
Van Hulzen Asset Management, LLC149,386$7.84M0.57%+2,71813F-HRTimeline
Focus Financial Network, Inc.147,085$7.72M0.31%+16,49013F-HRTimeline
Cobblestone Asset Management LLC145,042$7.61M4.96%+13,53813F-HRTimeline
Pinnacle Wealth Planning Services, Inc.143,577$7.53M1.13%+6,67913F-HR/ATimeline
B. Riley Wealth Advisors, Inc.143,053$7.51M0.25%-100,24713F-HRTimeline
ShoreHaven Wealth Partners, LLC141,906$7.45M3.52%+14,18113F-HRTimeline
Triad Wealth Partners, LLC141,099$7.4M2.67%+84,26213F-HRTimeline