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Disclosery

EFV ISHARES TR

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SHS (fund)

1,107 managers (1,118 13F filers) reported a position in EFV shares at 2025-09-30, 350,281,250 shares in all. 98 filers opened a position and 47 filers sold out during the quarter.

Managers
1,107
13F filers
1,118
New
98
Added
354
Reduced
442
Sold out
47
Shares held by filers
350,281,250

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 holding68,283,423$4.63B-10,801,077Timeline
LPL Financial LLC20,731,397$1.41B0.41%-1,972,70513F-HRTimeline
FMR LLCin group FMR LLC15,433,146$1.05B0.05%-6,740,94513F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO14,301,091$970M0.06%-1,513,42713F-HR/ATimelineGroup
US BANCORP \DE\in group US BANCORP \DE\13,996,150$949M1.13%+382,00813F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY11,754,717$797M0.05%-238,94513F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/10,581,287$718M0.05%+861,82513F-HR/ATimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP6,869,047$464M0.32%-1,555,68413F-HRTimelineGroup
CWM, LLCin group CWM, LLC6,428,350$436M1.31%+82,27713F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC6,423,874$436M3.4%-799,31713F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC6,214,149$422M0.1%+948,09113F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.5,104,594$346M0.01%-2,066,45113F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.4,841,784$328M0.1%-253,03113F-HRTimeline
MML INVESTORS SERVICES, LLC4,458,037$302M0.81%-1,233,20313F-HRTimeline
Cetera Investment Advisers3,999,047$271M0.32%+140,56913F-HRTimeline
Auto-Owners Insurance Coin group Auto-Owners Insurance Co3,963,000$269M6.94%013F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,689,357$250M0.04%+1,817,34513F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,118,529$212M0.13%-277,07313F-HRTimelineGroup
Janney Montgomery Scott LLC3,105,752$211M0.5%-238,08113F-HRTimeline
UBS Group AGin group UBS Group AG2,944,755$200M0.04%+22,10813F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.2,680,212$182M0.29%+18,83813F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp2,589,066$176M0.03%-325,01413F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,569,438$174M0.04%+20,98113F-HRTimelineGroup
RiverFront Investment Group, LLC2,470,239$168M2.95%+106,86313F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA2,336,764$159M0.38%+67,16313F-HRTimelineGroup
Merit Financial Group, LLC2,286,227$155M1.43%+575,50713F-HR/ATimeline
NewEdge Advisors, LLC2,226,266$151M0.69%-291,36213F-HRTimeline
OneDigital Investment Advisors LLC2,197,977$149M1.53%-281,52513F-HRTimeline
Foundations Investment Advisors, LLC2,075,754$141M2.05%+57,49313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,972,537$134M0.04%+231,76313F-HRTimelineGroup
Sanctuary Advisors, LLC1,959,758$133M0.76%-353,42313F-HR/ATimeline
COMMONWEALTH EQUITY SERVICES, LLC1,891,740$128M0.17%+20,08913F-HRTimeline
Composition Wealth, LLC1,880,415$128M1.91%+14,43913F-HRTimeline
Empirical Financial Services, LLC d.b.a…1,871,231$127M2.55%+52,40513F-HRTimeline
JB Capital LLC1,802,627$122M5.27%-411,12213F-HRTimeline
Modera Wealth Management, LLC1,739,034$118M1.37%-67,76713F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding1,719,508$117M-63,342Timeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,666,015$113M0.08%+435,12913F-HRTimelineGroup
Alesco Advisors, LLC, An ESL Co1,365,418$92.6M2.51%-38,06913F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…1,356,749$92M0.66%-270,48613F-HRTimelineGroup
Dynasty Wealth Management, LLC1,351,798$91.7M1.22%+259,42113F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP1,340,236$90.9M0.12%+347,66213F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp1,326,086$89.9M0.3%-91,54013F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC1,319,420$89.5M0.54%+78,98413F-HR/ATimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC1,304,519$88.5M0.1%new13F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP1,295,811$87.9M0.08%-194,43813F-HRTimelineGroup
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…1,287,820$87.4M1.86%+18,84113F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…1,252,584$85M0.17%+1,228,46813F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,203,114$81.1M0.11%+122,31013F-HRTimelineGroup
Advocacy Wealth Management, LLC1,137,400$77.1M3.35%+17,51213F-HRTimeline
FLOW TRADERS U.S. LLC1,133,603$76.9M3.12%new13F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC1,129,576$76.6M0.29%-136,69613F-HRTimelineGroup
SAGESPRING WEALTH PARTNERS, LLC1,371,472$76.3M1.49%+305,52213F-HRTimeline
ASPIRIANT, LLC1,117,343$75.8M2.32%-10,96713F-HRTimeline
SOFI WEALTH, LLC1,041,979$70.7M3.81%+65,88713F-HRTimeline
AE Wealth Management LLC1,040,572$70.6M0.45%-32,60313F-HRTimeline
Financial Synergies Wealth Advisors, In…904,110$61.3M6.21%+43913F-HRTimeline
Cambridge Investment Research Advisors,…848,070$57.5M0.16%-74,23613F-HRTimeline
Mariner, LLCin group Mariner, LLC815,172$55.3M0.07%+18,28913F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…790,592$53.6M0.08%+775,62113F-HRTimelineGroup
NATIXIS ADVISORS, LLCin group Natixis Investment Managers784,344$53.2M0.08%+168,45113F-HRTimelineGroup
FIRST AMERICAN TRUST, FSB779,863$52.9M3.84%+20,23013F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding761,781$51.7M-42,050Timeline
Atria Investments, Inc756,332$51.3M0.59%-93,52413F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA745,605$50.6M0.09%new13F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS739,749$50.2M0.04%+729,41513F-HRTimelineGroup
Austin Private Wealth, LLC720,155$48.8M3.76%-345,79113F-HRTimeline
BRAVE ASSET MANAGEMENT INC696,832$47.3M11.54%+17,82313F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co655,863$44.5M0.01%+304,13913F-HRTimelineGroup
Icon Wealth Advisors, LLC654,123$44.4M3.01%-78,39813F-HRTimeline
INTEGRITY ALLIANCE, LLC.653,856$44.4M2.09%+105,07313F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC624,903$42.4M0.01%+138,59113F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS583,340$39.6M0.08%+67,19713F-HRTimeline
Pacific Life Fund Advisors LLC578,185$39.2M4.02%+68,55813F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC552,737$37.5M0.04%-6,69413F-HRTimelineGroup
Beacon Pointe Advisors, LLC539,421$36.6M0.31%-319,66213F-HRTimeline
Octavia Wealth Advisors, LLC519,279$35.2M3.5%+19,99313F-HRTimeline
Waverly Advisors, LLC518,892$35.2M0.35%+17,46713F-HRTimeline
Townsend & Associates, Inc511,855$34.9M3.31%-59,00113F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC510,962$34.7M0.85%-67,77813F-HRTimelineGroup
Ascent Group, LLCin group Ascent Group, LLC492,034$33.4M1.18%-84,46013F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…488,514$33.1M0.06%+33,84713F-HRTimelineGroup
Prosperity Consulting Group, LLC481,101$32.6M1.61%+270,11413F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding495,853$32.4M+39,027Timeline
Sharkey, Howes & Javer474,113$32.2M4.13%-57,20313F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources458,959$31.1M0.01%+283,56513F-HRTimelineGroup
Stone House Investment Management, LLC455,087$30.9M5.2%-58,55913F-HRTimeline
IHT Wealth Management, LLC452,590$30.7M0.78%+22,05413F-HRTimeline
HighTower Advisors, LLC452,011$30.7M0.03%-2,59013F-HRTimeline
West Wealth Group, LLC428,476$29M6.55%-36,89813F-HRTimeline
Elgethun Capital Management422,080$28.8M5.23%+38,04413F-HRTimeline
SteelPeak Wealth, LLC421,286$28.6M0.96%-97,13013F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …420,985$28.6M0.05%-12,10013F-HRTimelineGroup
Farther Finance Advisors, LLC417,120$28.3M0.43%+40,67813F-HRTimeline
MA Private Wealth401,577$27.2M4.58%+7,66313F-HRTimeline
Affinity Capital Advisors, LLC393,619$26.8M4.12%+32,37613F-HRTimeline
Strategic Blueprint, LLC394,499$26.8M1.17%-12,32413F-HRTimeline
Cardinal Strategic Wealth Guidance391,736$26.6M7.15%-1913F-HRTimeline
Orion Porfolio Solutions, LLC380,580$25.8M0.2%-79,47613F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC378,482$25.7M0.84%-60013F-HRTimeline
Covenant Partners, LLC377,860$25.6M7.27%+2,70713F-HRTimeline
High Falls Advisors, Inc375,388$25.5M5.24%-63,67013F-HRTimeline
Horst & Graben Wealth Management LLC369,213$25M3.83%-65,85413F-HRTimeline
OBSIDIAN CIO, LLC369,146$25M3.29%+17,56413F-HRTimeline
Perigon Wealth Management, LLC364,758$24.7M0.5%+45,66713F-HRTimeline
Valence8 US LP353,875$24M8.23%+35,04813F-HRTimeline
Keystone Financial Services351,052$23.8M7.38%+6,62313F-HRTimeline
Arete Wealth Advisors, LLC334,044$22.7M1.42%+13,91513F-HRTimeline
Integrated Wealth Concepts LLC333,834$22.6M0.2%-99,52213F-HRTimeline
Larson Financial Group LLC326,535$22.1M0.78%-103,47513F-HRTimeline
Bruce G. Allen Investments, LLC326,171$22.1M15.85%-8,96013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/325,495$22.1M0.01%+18,17013F-HRTimelineGroup
Shakespeare Wealth Management, LLC319,363$21.7M4.93%+5,04913F-HRTimeline
BOKF, NAin group BOKF, NA318,419$21.6M0.32%+1,22813F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…314,259$21.4M0.03%+7,23513F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding314,015$21.3M-4,885Timeline
CFS Investment Advisory Services, LLC304,081$20.8M1.55%-91,52513F-HRTimeline
One Wealth Advisors, LLC296,807$20.1M2.53%-56,19613F-HRTimeline
WEALTH ALLIANCE, LLC293,995$19.9M2.05%-49,95513F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC292,631$19.8M0.02%+282,01613F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC291,562$19.8M0.01%+10,00413F-HRTimelineGroup
Physician Wealth Advisors, Inc.284,874$19.3M2.75%-99,19113F-HRTimeline
Private Advisor Group, LLC281,158$19.1M0.09%-56,46813F-HRTimeline
PAX Financial Group, LLC280,668$19M3.43%-14,54713F-HRTimeline
Checchi Capital Advisers, LLC277,366$18.8M1.29%+21213F-HRTimeline
MGO ONE SEVEN LLC276,508$18.8M0.43%+165,53913F-HRTimeline
INTEGRATED CAPITAL MANAGEMENT, INC.272,991$18.5M12.91%+154,70413F-HRTimeline
FAS Wealth Partners, Inc.271,922$18.4M1.25%+26013F-HRTimeline
&PARTNERS270,739$18.4M0.12%-1,78613F-HRTimeline
Stonebrook Private Inc.268,955$18.2M3.94%-129,13913F-HRTimeline
Marks Group Wealth Management, Inc265,209$18M1.67%+66,27113F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV263,496$17.9M0.03%-127,72013F-HRTimeline
GREENLEAF TRUST258,820$17.6M0.16%-18,45913F-HRTimeline
Rothschild Wealth LLC256,857$17.4M3.8%+7,91513F-HRTimeline
Verdence Capital Advisors LLC252,169$17.4M1%+22,50813F-HRTimeline
Trek Financial, LLC256,390$17.4M1.04%-26,75013F-HRTimeline
Cypress Wealth Services, LLC253,484$17.2M2.82%-40,94613F-HRTimeline
Plancorp, LLC252,487$17.1M0.54%+3813F-HRTimeline
Long Run Wealth Advisors, LLC248,682$16.9M3.31%+7,85913F-HRTimeline
Ashton Thomas Private Wealth, LLC245,460$16.6M0.43%+144,80713F-HRTimeline
Keebeck Wealth Management245,236$16.6M1.97%-60,57413F-HRTimeline
Accredited Investors Inc.242,948$16.5M0.92%-4,25513F-HRTimeline
FINANCIAL LIFE ADVISORS239,111$16.2M5.21%+8,38513F-HRTimeline
FIDUCIENT ADVISORS LLC238,902$16.2M1.89%013F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC238,225$16.2M0.14%+8,94713F-HRTimeline
Summit Trail Advisors, LLC238,137$16.2M0.22%013F-HRTimeline
Wakefield Asset Management LLLPin group Wakefield Asset Management LL…237,725$16.1M4.4%-26,37113F-HRTimelineGroup
Robertson Stephens Wealth Management, L…236,772$16.1M0.49%-81,27613F-HRTimeline
Blue Trust, Inc.235,179$16M0.18%-100,92113F-HRTimeline
Meridian Wealth Partners, LLC234,655$15.9M2.19%+67,64813F-HRTimeline
Cullen Capital Management, LLC231,632$15.7M0.17%new13F-HRTimeline
ONE Advisory Partners, LLC233,765$15.7M4.81%-32,73313F-HRTimeline
Steward Partners Investment Advisory, L…225,350$15.3M0.09%-33,00813F-HRTimeline
Triad Wealth Partners, LLC223,069$15.1M1.95%-20,57613F-HRTimeline
HighMark Wealth Management LLC222,241$15.1M6.65%-10,31113F-HRTimeline
Kilter Group LLC219,726$14.9M7.03%-48,94613F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp219,482$14.9M0.39%+8,86813F-HRTimelineGroup
Sequoia Financial Advisors, LLC219,266$14.9M0.09%-45913F-HRTimeline
Maia Wealth LLC212,594$14.9M2.5%-43,65313F-HRTimeline
Kelly Financial Services LLC217,326$14.7M3.82%-116,64813F-HRTimeline
COMERICA BANK216,965$14.7M0.06%+5,93513F-HRTimeline
Apeiron RIA LLC218,780$14.7M3.31%-15,54813F-HRTimeline
Legacy Financial Group LLC214,706$14.6M1.91%+127,57713F-HRTimeline
Pettinga Financial Advisors LLC213,691$14.5M2.83%-118,73513F-HRTimeline
Creative Planningin group Creative Planning213,360$14.5M0.01%+3,73913F-HRTimelineGroup
SWMG, LLC208,921$14.3M4.32%-33,64913F-HRTimeline
WATERSHED PRIVATE WEALTH LLC207,942$14.1M4.46%-18,40113F-HRTimeline
Invst, LLC207,148$14.1M1.6%-50,59913F-HRTimeline
EQ LLC207,072$14M4.77%+1,94713F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management203,218$13.8M0.16%-23,19913F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP201,797$13.7M0.02%-29,22713F-HRTimelineGroup
TSA Wealth Managment LLC199,814$13.6M4.61%-23,80613F-HRTimeline
Lineweaver Wealth Advisors, LLC198,979$13.5M1.98%+23,03013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC196,067$13.3M0.24%+67,82413F-HRTimelineGroup
Aptus Capital Advisors, LLC193,233$13.1M0.12%+7,33713F-HRTimeline
Quent Capital, LLC190,421$12.9M1.08%-4,34813F-HRTimeline
Security Financial Services, INC.190,177$12.9M2.09%-89,73413F-HRTimeline
Regal Investment Advisors LLC188,622$12.8M0.83%-27,41113F-HRTimeline
WealthShield Partners, LLC184,753$12.5M1.42%-28,54813F-HRTimeline
Baker Avenue Asset Management, LP183,504$12.4M0.3%+3013F-HRTimeline
Advisory Services Network, LLC182,255$12.4M0.18%-17,15513F-HRTimeline
Global Retirement Partners, LLC179,518$12.2M0.27%-11,77413F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC177,559$12M0.1%-8,82913F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC177,251$12M0.29%+28,79213F-HRTimeline
Focus Financial Network, Inc.175,658$11.9M0.42%+3,26413F-HRTimeline
Integrated Capital Management, LLC171,378$11.8M5.21%new13F-HRTimeline
RTD Financial Advisors, Inc.173,002$11.7M1.41%+2,73213F-HRTimeline
Sovran Advisors, LLC169,608$11.6M1.03%-15,07213F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC171,504$11.6M0.76%+7,17013F-HRTimeline
Bay Harbor Wealth Management, LLC169,584$11.5M3.11%-33,67813F-HRTimeline
BLAIR WILLIAM & CO/IL169,517$11.5M0.03%+4,55313F-HRTimeline
Pinnacle Wealth Planning Services, Inc.169,118$11.5M1.34%+10,91313F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding168,350$11.4M+7,699Timeline
UNIQUE WEALTH, LLC167,919$11.4M1.67%+28,09013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC166,132$11.3M0.02%-37,81013F-HRTimelineGroup
Snowden Capital Advisors LLC160,051$10.9M0.3%-36,55613F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC157,345$10.7M0.02%-40,89413F-HRTimelineGroup
BIP Wealth, LLC156,276$10.6M0.52%-11,19513F-HRTimeline
CITIGROUP INCin group CITIGROUP INC154,590$10.5M0.01%+19,34913F-HRTimelineGroup
Van Hulzen Asset Management, LLC151,776$10.3M0.77%+4,98213F-HRTimeline