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Disclosery

EFV ISHARES TR

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SHS (fund)

1,005 managers (1,016 13F filers) reported a position in EFV shares at 2025-03-31, 305,983,387 shares in all. 72 filers opened a position and 57 filers sold out during the quarter.

Managers
1,005
13F filers
1,016
New
72
Added
273
Reduced
501
Sold out
57
Shares held by filers
305,983,387

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding53,964,072$3.18B-14,492,513Timeline
FMR LLCin group FMR LLC21,268,135$1.25B0.08%+522,52613F-HRTimelineGroup
LPL Financial LLC15,058,000$888M0.35%-2,137,26813F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\13,073,926$771M1.03%+270,88513F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO12,295,835$725M0.06%-2,030,60613F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP9,822,559$584M0.52%-2,775,75213F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY9,025,585$532M0.04%-803,79013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/8,719,898$514M0.05%-728,75513F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.5,064,112$298M0.01%-1,654,94213F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.5,063,245$298M0.11%-718,21013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC5,028,548$296M3.64%-1,147,32313F-HRTimelineGroup
CWM, LLCin group CWM, LLC4,620,598$272M1.09%-1,417,02313F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC4,043,652$238M0.06%-46,16513F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,380,494$199M0.1%-40,92513F-HRTimelineGroup
MML INVESTORS SERVICES, LLC3,375,020$199M0.66%-378,94413F-HRTimeline
Hamilton Capital, LLC3,351,626$198M11.95%new13F-HRTimeline
FLOW TRADERS U.S. LLC3,239,920$191M8.05%new13F-HRTimeline
UBS Group AGin group UBS Group AG2,851,368$168M0.04%-56,23813F-HRTimelineGroup
Cetera Investment Advisers2,771,992$163M0.32%-233,39213F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.2,579,401$152M0.29%+33,60613F-HRTimelineGroup
Janney Montgomery Scott LLC2,441,832$144M0.41%-715,74413F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,273,532$134M0.03%-355,95513F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp1,938,215$114M0.02%-430,91313F-HRTimelineGroup
Modera Wealth Management, LLC1,907,217$112M1.52%-97,66813F-HRTimeline
Johns Hopkins University1,822,252$107M4.05%+905,60013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,819,047$107M0.02%+334,52313F-HR/ATimelineGroup
OneDigital Investment Advisors LLC1,808,968$107M1.26%-592,56913F-HRTimeline
RiverFront Investment Group, LLC1,717,047$101M2.25%-737,33513F-HRTimeline
Empirical Financial Services, LLC d.b.a…1,713,962$101M2.61%+60,69713F-HRTimeline
Composition Wealth, LLC1,664,133$98.1M1.97%+113,24113F-HRTimeline
NewEdge Advisors, LLC1,652,140$97.4M0.58%-492,67413F-HRTimeline
Sanctuary Advisors, LLC1,603,700$94.5M0.66%-532,73513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC1,586,242$93.5M0.13%-173,40813F-HRTimeline
OLD MISSION CAPITAL LLC1,576,729$92.9M1.79%new13F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA1,533,206$90.4M0.28%+221,02613F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp1,454,948$85.8M0.31%-1,123,70913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,430,561$84.3M0.03%-367,27813F-HRTimelineGroup
Alesco Advisors, LLC, An ESL Co1,414,262$83.4M2.62%-11,61413F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding1,403,855$82.7M-34,254Timeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…1,467,172$80.5M0.18%-14,89213F-HR/ATimelineGroup
JB Capital LLC1,328,839$78.3M4.32%-433,97913F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC1,263,237$74.5M0.63%+150,89813F-HR/ATimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC1,246,100$73.4M0.32%+4,35313F-HRTimelineGroup
Auto-Owners Insurance Coin group Auto-Owners Insurance Co999,000$71.5M1.9%-3,589,00013F-HRTimelineGroup
Foundations Investment Advisors, LLC1,199,297$70.7M1.3%-355,61013F-HRTimeline
Dynasty Wealth Management, LLC1,182,327$69.7M1.16%-130,04013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,172,458$69.1M0.06%-40,00013F-HRTimelineGroup
ASPIRIANT, LLC1,135,549$66.9M2.32%-50,44613F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…1,125,092$66.3M0.57%-340,62613F-HRTimelineGroup
Merit Financial Group, LLC1,063,925$62.7M0.94%+669,16213F-HRTimeline
AE Wealth Management LLC1,057,312$62.3M0.52%-6,99513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP1,050,945$61.9M0.07%-240,62813F-HRTimelineGroup
SAGESPRING WEALTH PARTNERS, LLC1,012,862$59.7M1.51%-188,38213F-HRTimeline
SOFI WEALTH, LLC924,037$54.5M4.09%+907,27613F-HRTimeline
Pacific Life Fund Advisors LLC916,361$54M6.06%+486,50513F-HRTimeline
Financial Synergies Wealth Advisors, In…898,509$53M6.44%+16,48713F-HRTimeline
Beacon Pointe Advisors, LLC870,477$51.3M0.58%-33,70613F-HRTimeline
Larson Financial Group LLC762,353$44.9M2.13%-9,57413F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding711,159$41.9M-352,964Timeline
Advocacy Wealth Management, LLC707,027$41.7M2.84%-90,48113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.706,060$41.6M0.09%-268,39213F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP700,714$41.3M0.07%-124,66813F-HRTimelineGroup
NATIXIS ADVISORS, LLCin group Natixis Investment Managers692,629$40.8M0.08%-682,39913F-HRTimelineGroup
Cambridge Investment Research Advisors,…690,031$40.7M0.14%-108,39413F-HRTimeline
Austin Private Wealth, LLC673,935$39.7M3.57%-146,51813F-HRTimeline
Mariner, LLCin group Mariner, LLC666,935$39.3M0.07%-59,82813F-HRTimelineGroup
Townsend & Associates, Inc643,555$37.6M3.92%+171,95213F-HRTimeline
Ocean Park Asset Management, LLC622,179$36.7M1.3%new13F-HRTimeline
Atria Investments, Inc548,348$32.3M0.41%-167,89813F-HRTimeline
Atria Wealth Solutions, Inc.548,074$32.3M0.39%-150,90113F-HRTimeline
INTEGRITY ALLIANCE, LLC.517,580$30.5M1.21%+85,91313F-HRTimeline
Waverly Advisors, LLC513,678$30.3M0.37%-9,78813F-HRTimeline
FIRST AMERICAN TRUST, FSB509,715$30M2.76%+403,53813F-HRTimeline
Icon Wealth Advisors, LLC509,534$30M2.47%-83,50013F-HRTimeline
EP Wealth Advisors, LLC505,497$29.8M0.24%-63,25913F-HRTimeline
CAPTRUST FINANCIAL ADVISORS497,704$29.3M0.07%+2,85313F-HRTimeline
BRAVE ASSET MANAGEMENT INC471,838$27.8M8.74%+6,00513F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC456,241$26.9M0.01%-96,49013F-HR/ATimelineGroup
Allspring Global Investments Holdings, …in group Allspring Global Investments …454,885$26.8M0.05%-109,57113F-HRTimelineGroup
HighTower Advisors, LLC446,458$26.3M0.04%-43,40313F-HRTimeline
Octavia Wealth Advisors, LLC429,251$25.3M3.07%-148,12813F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC426,207$25.1M0.75%-131,02913F-HRTimelineGroup
Valence8 US LP417,025$24.6M11.52%+12,77713F-HRTimeline
Farther Finance Advisors, LLC412,826$24.4M0.62%+19,77613F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV399,769$23.6M0.05%-18,03813F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.396,926$23.4M0.14%-63,93513F-HRTimeline
MA Private Wealth388,776$22.9M4.31%-3,51613F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding405,383$22.8M+15,974Timeline
EXENCIAL WEALTH ADVISORS, LLC383,484$22.6M0.84%-1,90613F-HRTimeline
Covenant Partners, LLC382,150$22.5M7.29%-164,83113F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…366,970$21.6M0.05%+156,71413F-HRTimelineGroup
Elgethun Capital Management359,450$21.2M4.73%+53,22913F-HRTimeline
SteelPeak Wealth, LLC337,664$19.9M0.85%-30,50713F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding337,221$19.9M-58,857Timeline
Sharkey, Howes & Javer335,417$19.8M2.83%-107,90613F-HRTimeline
Affinity Capital Advisors, LLC348,737$19.7M3.91%+32,39313F-HRTimeline
OBSIDIAN CIO, LLC329,671$19.4M3.16%+8,98313F-HRTimeline
Stone House Investment Management, LLC327,393$19.3M3.91%-14,05113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…326,903$19.3M0.04%+13,98613F-HRTimeline
Bruce G. Allen Investments, LLC325,887$19.2M15.21%+2,98213F-HRTimeline
Cardinal Strategic Wealth Guidance325,344$19.2M6.13%+1,73913F-HRTimeline
BOKF, NAin group BOKF, NA324,834$19.1M0.34%-3,78313F-HRTimelineGroup
West Wealth Group, LLC324,494$19.1M5.66%-52,02913F-HRTimeline
Integrated Wealth Concepts LLC319,011$18.8M0.22%-74,57913F-HRTimeline
Sequoia Financial Advisors, LLC318,776$18.8M0.15%-126,28313F-HRTimeline
Robertson Stephens Wealth Management, L…317,977$18.7M0.7%+3,29313F-HRTimeline
IHT Wealth Management, LLC316,340$18.6M0.58%+22,45313F-HRTimeline
Horst & Graben Wealth Management LLC313,023$18.4M3.31%-65,46513F-HRTimeline
Arete Wealth Advisors, LLC306,220$18M1.38%+7,93013F-HRTimeline
High Falls Advisors, Inc305,897$18M4.23%-98,03613F-HRTimeline
Strategic Blueprint, LLC304,854$18M0.98%-58,36513F-HRTimeline
Shakespeare Wealth Management, LLC303,219$17.9M4.79%-15,78513F-HRTimeline
Checchi Capital Advisers, LLC301,229$17.8M1.26%+3,21013F-HRTimeline
GREENLEAF TRUST287,877$17M0.15%-11,79913F-HRTimeline
Lineweaver Wealth Advisors, LLC282,045$16.6M2.83%+48,27713F-HRTimeline
One Capital Management, LLC278,249$16.4M0.55%+273,55913F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC274,579$16.2M0.02%+253,54813F-HRTimelineGroup
CFS Investment Advisory Services, LLC273,563$16.1M1.43%-62,83813F-HRTimeline
Plancorp, LLC270,696$16M0.63%-26,96713F-HRTimeline
Wakefield Asset Management LLLPin group Wakefield Asset Management LL…267,496$15.8M4.78%-34913F-HRTimelineGroup
FAS Wealth Partners, Inc.265,495$15.6M1.28%-3,82013F-HRTimeline
Keebeck Wealth Management263,777$15.5M2.3%+4,30413F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC260,744$15.4M0.02%+144,87813F-HRTimelineGroup
WEALTH ALLIANCE, LLC253,957$15M1.81%-17,20413F-HRTimeline
Orion Porfolio Solutions, LLC252,143$14.9M0.15%-43,05113F-HRTimeline
Orion Portfolio Solutions, LLC252,143$14.9M0.15%-43,05113F-HR/ATimeline
Accredited Investors Inc.252,005$14.9M0.92%-2,01013F-HRTimeline
One Wealth Advisors, LLC250,799$14.8M2.21%-48,81613F-HRTimeline
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC250,070$14.7M0.02%+10,34613F-HR/ATimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co249,582$14.7M<0.01%new13F-HR/ATimelineGroup
HighMark Wealth Management LLC247,896$14.6M8.64%-7,23213F-HRTimeline
Physician Wealth Advisors, Inc.246,959$14.6M2.51%-66,28113F-HRTimeline
Private Advisor Group, LLC240,693$14.2M0.09%-46,33313F-HRTimeline
Long Run Wealth Advisors, LLC237,237$14M3.17%-8,24513F-HRTimeline
Stonebrook Private Inc.237,035$14M3.63%-82,65013F-HRTimeline
Kelly Financial Services LLC235,192$13.9M4.82%-17,86213F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP234,350$13.8M0.02%-13,62513F-HRTimelineGroup
Blue Trust, Inc.233,917$13.8M0.18%-78,21113F-HRTimeline
Spectrum Wealth Counsel, LLC229,934$13.6M1.63%-84,67113F-HRTimeline
FINANCIAL LIFE ADVISORS226,056$13.3M4.97%+7,37413F-HRTimeline
Perigon Wealth Management, LLC216,917$12.8M0.33%-53,62813F-HRTimeline
Verdence Capital Advisors LLC213,880$12.6M0.96%+33,04513F-HRTimeline
Creative Planningin group Creative Planning212,808$12.5M0.01%+42,49213F-HRTimelineGroup
PAX Financial Group, LLC211,437$12.5M2.21%-26,70913F-HRTimeline
MMA ASSET MANAGEMENT LLC209,479$12.3M5.2%+10,36613F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/205,580$12.1M0.01%+33,60413F-HRTimelineGroup
Keystone Financial Services204,216$12M4.59%-66,28713F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC202,527$11.9M0.02%new13F-HR/ATimelineGroup
Prosperity Consulting Group, LLC202,486$11.9M0.92%+16,52613F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC202,251$11.9M0.12%+10,29713F-HRTimeline
Quent Capital, LLC201,477$11.9M1.25%+7,01313F-HRTimeline
Cypress Wealth Services, LLC201,254$11.9M2.41%-15,49013F-HRTimeline
Scarborough Advisors, LLC200,561$11.8M1.68%-116,18013F-HRTimeline
Maia Wealth LLC205,166$11.7M2.66%-36,97513F-HRTimeline
B. Riley Wealth Advisors, Inc.198,463$11.7M0.36%+55,41013F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding217,300$11.7M-6,711Timeline
Steward Partners Investment Advisory, L…194,563$11.5M0.1%-45,58313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…190,385$11.2M0.02%new13F-HRTimelineGroup
TOWNSQUARE CAPITAL LLC188,131$11.1M0.12%-11,00513F-HRTimeline
Trek Financial, LLC187,306$11M0.8%-9,54613F-HRTimeline
Security Financial Services, INC.184,054$10.8M2.15%-95,42913F-HRTimeline
Summit X, LLC181,685$10.7M2.25%-33,57713F-HRTimeline
Aptus Capital Advisors, LLC181,655$10.7M0.12%+1,81113F-HRTimeline
WATERSHED PRIVATE WEALTH LLC181,472$10.7M4.28%-22,64413F-HRTimeline
Baker Avenue Asset Management, LP181,091$10.7M0.33%new13F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp180,360$10.6M0.32%-2,17813F-HRTimelineGroup
N.E.W. Advisory Services LLC179,345$10.6M0.81%+25,09913F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC179,113$10.6M0.02%-6,37513F-HRTimelineGroup
BIP Wealth, LLC176,281$10.4M0.68%+3,20313F-HRTimeline
CHOREO, LLC175,740$10.4M0.16%-4,77613F-HRTimeline
Pettinga Financial Advisors LLC175,614$10.4M2.43%-168,25113F-HRTimeline
Sterling Capital Management LLC174,224$10.3M0.16%+19,82013F-HRTimeline
Vestmark Advisory Solutions, Inc.173,521$10.2M0.26%new13F-HRTimeline
RTD Financial Advisors, Inc.172,068$10.1M1.36%+3,46613F-HRTimeline
&PARTNERS168,600$10M0.11%-16,09313F-HRTimeline
TSA Wealth Managment LLC169,548$9.99M3.97%-29,79313F-HRTimeline
Meridian Wealth Partners, LLC166,753$9.83M1.57%-2,69013F-HRTimeline
ONE Advisory Partners, LLC164,973$9.72M4.15%-52,24813F-HRTimeline
World Investment Advisors162,956$9.6M0.25%+125,20213F-HRTimeline
Forthright Family Wealth Advisory LLC162,416$9.57M6.32%+1,65313F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC158,631$9.35M0.75%+5,99613F-HRTimeline
First Horizon Advisors, Inc.157,869$9.3M0.26%-18,81913F-HRTimeline
Capital A Wealth Management, LLC157,495$9.28M9.73%+152,85213F-HRTimeline
Kilter Group LLC156,738$9.24M6.03%-56,52513F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC156,700$9.24M0.01%new13F-HRTimeline
Apeiron RIA LLC155,908$9.19M2.78%+22,38213F-HRTimeline
COMERICA BANK154,139$9.08M0.04%-29,26913F-HRTimeline
BOK Financial Private Wealth, Inc.153,968$9.07M0.68%-3,23113F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC153,015$9.02M0.12%-4,35313F-HRTimeline
Pinnacle Wealth Planning Services, Inc.151,641$8.94M1.34%+8,06413F-HRTimeline
Rothschild Wealth LLC149,682$8.82M2.47%-55,29313F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management146,686$8.65M0.12%-37,68013F-HRTimelineGroup
Invst, LLC146,515$8.64M1.18%-191,20013F-HRTimeline
Simplicity Wealth,LLC145,767$8.59M0.67%+139,39413F-HRTimeline
Van Hulzen Asset Management, LLC145,156$8.56M0.78%-4,23013F-HRTimeline
Triad Wealth Partners, LLC144,057$8.49M2.64%+2,95813F-HRTimeline
WealthShield Partners, LLC144,043$8.49M1.09%-10,68213F-HRTimeline
HOWARD BAILEY SECURITIES, LLC143,896$8.48M2.83%+23,56413F-HR/ATimeline
Regal Investment Advisors LLC142,646$8.41M0.68%-35,40413F-HRTimeline
Apella Capital, LLC148,318$8.3M0.29%-24,22613F-HRTimeline