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Disclosery

EFV ISHARES TR

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SHS (fund)

1,063 managers (1,074 13F filers) reported a position in EFV shares at 2025-06-30, 375,530,773 shares in all. 101 filers opened a position and 44 filers sold out during the quarter.

Managers
1,063
13F filers
1,074
New
101
Added
557
Reduced
256
Sold out
44
Shares held by filers
375,530,773

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding79,084,500$5.02B+25,120,428Timeline
LPL Financial LLC22,704,102$1.44B0.48%+7,646,10213F-HRTimeline
FMR LLCin group FMR LLC22,174,091$1.41B0.08%+905,95613F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO15,814,518$1B0.07%+3,518,68313F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\13,614,142$864M1.09%+540,21613F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY11,993,662$761M0.05%+2,968,07713F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/9,719,462$617M0.05%+999,56413F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP8,424,731$535M0.41%-1,397,82813F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC7,223,191$459M4.22%+2,194,64313F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.7,171,045$455M0.01%+2,106,93313F-HRTimelineGroup
CWM, LLCin group CWM, LLC6,346,073$403M1.42%+1,725,47513F-HRTimelineGroup
MML INVESTORS SERVICES, LLC5,691,240$361M1.04%+2,316,22013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC5,266,058$335M0.08%+1,222,40613F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.5,094,815$323M0.11%+31,57013F-HRTimeline
Auto-Owners Insurance Coin group Auto-Owners Insurance Co3,963,000$252M5.61%+2,964,00013F-HRTimelineGroup
Cetera Investment Advisers3,858,478$245M0.41%+1,086,48613F-HRTimeline
Hamilton Capital, LLC3,413,531$217M11.91%+61,90513F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,395,602$216M0.14%+15,10813F-HRTimelineGroup
Janney Montgomery Scott LLC3,343,833$212M0.55%+902,00113F-HRTimeline
UBS Group AGin group UBS Group AG2,922,647$186M0.04%+71,27913F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp2,914,080$185M0.03%+975,86513F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.2,661,374$169M0.3%+81,97313F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,548,457$162M0.04%+274,92513F-HRTimelineGroup
NewEdge Advisors, LLC2,517,628$160M0.82%+865,48813F-HRTimeline
OneDigital Investment Advisors LLC2,479,502$157M1.75%+670,53413F-HRTimeline
RiverFront Investment Group, LLC2,363,376$150M2.93%+646,32913F-HRTimeline
Sanctuary Advisors, LLC2,313,181$147M0.91%+709,48113F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA2,269,601$144M0.38%+736,39513F-HRTimelineGroup
JB Capital LLC2,213,749$141M6.81%+884,91013F-HRTimeline
Foundations Investment Advisors, LLC2,018,261$128M2.02%+818,96413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,872,012$119M0.02%+52,96513F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC1,871,651$119M0.16%+285,40913F-HRTimeline
Composition Wealth, LLC1,865,976$118M1.99%+201,84313F-HRTimeline
Empirical Financial Services, LLC d.b.a…1,818,826$115M2.61%+104,86413F-HRTimeline
Modera Wealth Management, LLC1,806,801$115M1.42%-100,41613F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding1,782,850$113M+378,995Timeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,740,774$111M0.04%+310,21313F-HRTimelineGroup
Merit Financial Group, LLC1,710,720$109M1.21%+646,79513F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…1,627,235$103M0.84%+502,14313F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP1,490,249$94.6M0.09%+439,30413F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp1,417,626$90M0.31%-37,32213F-HRTimelineGroup
Alesco Advisors, LLC, An ESL Co1,403,487$89.1M2.56%-10,77513F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…1,268,979$80.6M1.86%+1,259,37413F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC1,266,272$80.4M0.32%+20,17213F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC1,240,436$78.7M0.57%-22,80113F-HR/ATimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,230,886$78.1M0.06%+58,42813F-HRTimelineGroup
ASPIRIANT, LLC1,128,310$71.6M2.28%-7,23913F-HRTimeline
Advocacy Wealth Management, LLC1,119,888$71.1M4.36%+412,86113F-HRTimeline
Dynasty Wealth Management, LLC1,092,377$69.3M1.18%-89,95013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,080,804$68.5M0.12%+374,74413F-HR/ATimelineGroup
AE Wealth Management LLC1,073,175$68.1M0.5%+15,86313F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC1,065,950$67.7M1.46%+53,08813F-HRTimeline
Austin Private Wealth, LLC1,065,946$67.7M5.36%+392,01113F-HRTimeline
Caisse de depot et placement du Quebec1,048,145$66.5M0.14%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP992,574$63M0.09%+291,86013F-HRTimelineGroup
SOFI WEALTH, LLC976,092$62M3.79%+52,05513F-HRTimeline
Cambridge Investment Research Advisors,…922,306$58.5M0.18%+232,27513F-HRTimeline
Financial Synergies Wealth Advisors, In…903,671$57.4M6.25%+5,16213F-HRTimeline
Beacon Pointe Advisors, LLC859,083$54.5M0.57%-11,39413F-HRTimeline
Atria Investments, Inc849,856$53.9M0.64%+301,50813F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding803,831$51M+92,672Timeline
Mariner, LLCin group Mariner, LLC796,883$50.6M0.07%+129,94813F-HRTimelineGroup
FIRST AMERICAN TRUST, FSB759,633$48.2M3.85%+249,91813F-HRTimeline
Icon Wealth Advisors, LLC732,521$46.5M3.31%+222,98713F-HRTimeline
BRAVE ASSET MANAGEMENT INC679,009$43.2M11.75%+207,17113F-HRTimeline
EP Wealth Advisors, LLC630,080$40M0.26%+124,58313F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers615,893$39.1M0.06%-76,73613F-HRTimelineGroup
Townsend & Associates, Inc570,856$37.3M3.7%-72,69913F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC578,740$36.7M0.96%+152,53313F-HRTimelineGroup
Ocean Park Asset Management, LLC622,179$36.7M1.3%013F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC576,494$36.6M1.43%+495,92413F-HRTimelineGroup
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC559,431$35.5M0.05%+298,68713F-HRTimelineGroup
INTEGRITY ALLIANCE, LLC.548,783$34.8M1.9%+31,20313F-HRTimeline
Sharkey, Howes & Javer531,316$33.7M4.52%+195,89913F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.520,069$33M0.18%+123,14313F-HRTimeline
SteelPeak Wealth, LLC518,416$32.9M1.28%+180,75213F-HRTimeline
CAPTRUST FINANCIAL ADVISORS516,143$32.8M0.07%+18,43913F-HRTimeline
Stone House Investment Management, LLC513,646$32.6M5.99%+186,25313F-HRTimeline
Pacific Life Fund Advisors LLC509,627$32.4M3.47%-406,73413F-HRTimeline
Waverly Advisors, LLC501,425$31.8M0.35%-12,25313F-HRTimeline
Octavia Wealth Advisors, LLC499,286$31.7M3.61%+70,03513F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC486,312$30.9M<0.01%+30,07113F-HRTimelineGroup
West Wealth Group, LLC465,374$30.1M7.48%+140,88013F-HRTimeline
Orion Porfolio Solutions, LLC460,056$29.2M0.25%+207,91313F-HR/ATimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…454,667$28.9M0.06%+87,69713F-HR/ATimelineGroup
HighTower Advisors, LLC454,601$28.9M0.04%+8,14313F-HRTimeline
High Falls Advisors, Inc439,058$27.9M6.17%+133,16113F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding456,826$27.8M+51,443Timeline
Horst & Graben Wealth Management LLC435,067$27.6M4.57%+122,04413F-HRTimeline
Integrated Wealth Concepts LLC433,356$27.5M0.28%+114,34513F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …433,085$27.5M0.05%-21,80013F-HRTimelineGroup
IHT Wealth Management, LLC430,536$27.3M0.75%+114,19613F-HRTimeline
Larson Financial Group LLC430,010$27.3M1.1%-332,34313F-HRTimeline
Strategic Blueprint, LLC406,823$25.8M1.27%+101,96913F-HRTimeline
Stonebrook Private Inc.398,094$25.3M5.91%+161,05913F-HRTimeline
CFS Investment Advisory Services, LLC395,606$25.1M2.05%+122,04313F-HRTimeline
MA Private Wealth393,914$25M4.47%+5,13813F-HRTimeline
Cardinal Strategic Wealth Guidance391,755$24.9M7.17%+66,41113F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV391,216$24.8M0.06%-8,55313F-HRTimeline
Physician Wealth Advisors, Inc.384,065$24.4M3.83%+137,10613F-HRTimeline
Elgethun Capital Management384,036$24.4M4.91%+24,58613F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC379,082$24.1M0.85%-4,40213F-HRTimeline
Farther Finance Advisors, LLC376,442$23.9M0.48%-36,38413F-HRTimeline
Covenant Partners, LLC375,153$23.8M7.11%-6,99713F-HRTimeline
Atria Wealth Solutions, Inc.365,189$23.2M0.52%-182,88513F-HRTimeline
Affinity Capital Advisors, LLC361,243$22.9M3.94%+12,50613F-HRTimeline
One Wealth Advisors, LLC353,003$22.4M3.12%+102,20413F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co351,724$22.3M<0.01%+102,14213F-HRTimelineGroup
OBSIDIAN CIO, LLC351,582$22.3M3.24%+21,91113F-HRTimeline
Keystone Financial Services344,429$21.9M7.44%+140,21313F-HRTimeline
WEALTH ALLIANCE, LLC343,950$21.8M2.44%+89,99313F-HRTimeline
Private Advisor Group, LLC337,626$21.4M0.12%+96,93313F-HRTimeline
Blue Trust, Inc.336,100$21.3M0.25%+102,18313F-HRTimeline
Bruce G. Allen Investments, LLC335,131$21.3M16.13%+9,24413F-HRTimeline
Kelly Financial Services LLC333,974$21.2M6.25%+98,78213F-HRTimeline
Pettinga Financial Advisors LLC332,426$21.1M4.62%+156,81213F-HRTimeline
Arete Wealth Advisors, LLC320,129$20.3M1.44%+13,90913F-HRTimeline
Perigon Wealth Management, LLC319,091$20.3M0.47%+102,17413F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding318,900$20.2M-18,321Timeline
Valence8 US LP318,827$20.2M8.52%-98,19813F-HRTimeline
Robertson Stephens Wealth Management, L…318,048$20.2M0.7%+7113F-HRTimeline
BOKF, NAin group BOKF, NA317,191$20.1M0.33%-7,64313F-HRTimelineGroup
Simplicity Wealth,LLC316,877$20.1M0.84%+171,11013F-HRTimeline
Shakespeare Wealth Management, LLC314,314$20M5.32%+11,09513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…307,024$19.6M0.03%-19,87913F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/307,325$19.5M0.01%+101,74513F-HRTimelineGroup
Keebeck Wealth Management305,810$19.4M2.55%+42,03313F-HRTimeline
PAX Financial Group, LLC295,215$18.7M3.58%+83,77813F-HRTimeline
Cypress Wealth Services, LLC294,430$18.7M3.35%+93,17613F-HRTimeline
Trek Financial, LLC283,140$18M1.2%+95,83413F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC281,558$17.9M0.01%+6,97913F-HRTimelineGroup
Security Financial Services, INC.279,911$17.8M3.14%+95,85713F-HRTimeline
GREENLEAF TRUST277,279$17.6M0.16%-10,59813F-HRTimeline
Checchi Capital Advisers, LLC277,154$17.6M1.23%-24,07513F-HRTimeline
ONE Advisory Partners, LLC266,498$17.6M5.86%+101,52513F-HRTimeline
&PARTNERS272,525$17.3M0.13%+103,92513F-HRTimeline
FAS Wealth Partners, Inc.271,662$17.2M1.28%+6,16713F-HRTimeline
Kilter Group LLC268,672$17.1M7.76%+111,93413F-HRTimeline
Wakefield Asset Management LLLPin group Wakefield Asset Management LL…264,096$16.8M4.68%-3,40013F-HRTimelineGroup
Steward Partners Investment Advisory, L…258,358$16.4M0.13%+63,79513F-HRTimeline
Invst, LLC257,747$16.4M2.04%+111,23213F-HRTimeline
Maia Wealth LLC256,247$16.3M3.1%+51,08113F-HRTimeline
Plancorp, LLC252,449$16M0.56%-18,24713F-HRTimeline
Rothschild Wealth LLC248,942$15.8M3.88%+99,26013F-HRTimeline
Accredited Investors Inc.247,203$15.7M0.93%-4,80213F-HRTimeline
SWMG, LLC242,570$15.6M5.24%+132,73713F-HRTimeline
Triad Wealth Partners, LLC243,645$15.5M3.12%+99,58813F-HRTimeline
Long Run Wealth Advisors, LLC240,823$15.3M3.21%+3,58613F-HRTimeline
FIDUCIENT ADVISORS LLC238,902$15.2M1.86%new13F-HRTimeline
Summit Trail Advisors, LLC238,137$15.1M0.26%new13F-HRTimeline
Summit X, LLC237,297$15.1M2.81%+55,61213F-HRTimeline
Apeiron RIA LLC234,328$14.9M3.83%+78,42013F-HRTimeline
HighMark Wealth Management LLC232,552$14.8M7.22%-15,34413F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP231,024$14.7M0.02%-3,32613F-HR/ATimelineGroup
FINANCIAL LIFE ADVISORS230,726$14.6M5.01%+4,67013F-HRTimeline
Verdence Capital Advisors LLC229,661$14.6M1%+15,78113F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC229,278$14.6M0.13%+27,02713F-HRTimeline
First Horizon Advisors, Inc.227,309$14.4M0.37%+69,44013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management226,417$14.4M0.19%+79,73113F-HRTimelineGroup
WATERSHED PRIVATE WEALTH LLC226,343$14.4M5.23%+44,87113F-HRTimeline
TSA Wealth Managment LLC223,620$14.2M5.19%+54,07213F-HRTimeline
Sequoia Financial Advisors, LLC219,725$13.9M0.1%-99,05113F-HRTimeline
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC218,880$13.9M0.01%-31,19013F-HRTimelineGroup
Regal Investment Advisors LLC216,033$13.7M1.03%+73,38713F-HRTimeline
WealthShield Partners, LLC213,301$13.5M1.64%+69,25813F-HRTimeline
COMERICA BANK211,030$13.4M0.05%+56,89113F-HRTimeline
Prosperity Consulting Group, LLC210,987$13.4M0.98%+8,50113F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp210,614$13.4M0.38%+30,25413F-HRTimelineGroup
Creative Planningin group Creative Planning209,621$13.3M0.01%-3,18713F-HRTimelineGroup
EQ LLC205,125$13M5.06%+79,44413F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC203,942$12.9M0.03%+90,44213F-HRTimelineGroup
Bay Harbor Wealth Management, LLC203,262$12.9M3.74%+66,99313F-HRTimeline
Advisory Services Network, LLC199,410$12.6M0.2%+62,36113F-HRTimeline
Marks Group Wealth Management, Inc198,938$12.6M1.17%+63,03813F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC198,239$12.6M0.02%+19,12613F-HRTimelineGroup
Snowden Capital Advisors LLC196,607$12.5M0.37%+70,94913F-HRTimeline
Quent Capital, LLC194,769$12.4M1.19%-6,70813F-HRTimeline
Global Retirement Partners, LLC191,292$12.1M0.3%13F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC186,388$11.8M0.14%+33,37313F-HRTimeline
Aptus Capital Advisors, LLC185,896$11.8M0.12%+4,24113F-HRTimeline
Sovran Advisors, LLC184,680$11.7M1.23%+59,39413F-HRTimeline
Baker Avenue Asset Management, LP183,474$11.6M0.33%+2,38313F-HRTimeline
Lineweaver Wealth Advisors, LLC175,949$11.2M1.76%-106,09613F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources175,394$11.1M<0.01%+150,48113F-HRTimelineGroup
Focus Financial Network, Inc.172,394$10.9M0.43%+49,49913F-HRTimeline
RTD Financial Advisors, Inc.170,270$10.8M1.38%-1,79813F-HRTimeline
ShoreHaven Wealth Partners, LLC167,655$10.6M4.36%+62,17413F-HRTimeline
BIP Wealth, LLC167,471$10.6M0.65%-8,81013F-HRTimeline
Meridian Wealth Partners, LLC167,007$10.6M1.54%+25413F-HRTimeline
BLAIR WILLIAM & CO/IL164,964$10.5M0.03%+37,82413F-HRTimeline
One Capital Management, LLC164,386$10.4M0.36%-113,86313F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC164,334$10.4M0.73%+5,70313F-HRTimeline
Hobbs Wealth Management, LLC163,729$10.4M9.92%+66,94013F-HRTimeline
Vertex Planning Partners, LLC162,846$10.3M2.16%+61,33413F-HRTimeline
Cobblestone Asset Management LLC162,204$10.3M5.42%+47,70213F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding160,651$10.2M-56,649Timeline
Mayflower Financial Advisors, LLC159,285$10.1M1.41%+51,85413F-HRTimeline
Forthright Family Wealth Advisory LLC159,073$10.1M6.4%-3,34313F-HRTimeline
Certus Wealth Management, LLC158,625$10.1M6.48%+38,14413F-HRTimeline
Pinnacle Wealth Planning Services, Inc.158,205$10M1.32%+6,56413F-HRTimeline