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Disclosery

EFV ISHARES TR

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SHS (fund)

1,222 managers (1,237 13F filers) reported a position in EFV shares at 2025-12-31, 342,947,584 shares in all. 100 filers opened a position and 57 filers sold out during the quarter.

Managers
1,222
13F filers
1,237
New
100
Added
434
Reduced
435
Sold out
57
Shares held by filers
342,947,584

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 holding60,278,640$4.3B-8,004,783Timeline
LPL Financial LLC19,536,098$1.4B0.38%-1,195,29913F-HRTimeline
FMR LLCin group FMR LLC17,034,406$1.22B0.06%+1,601,26013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\14,206,660$1.01B1.19%+210,51013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO13,290,860$949M0.06%-1,010,23113F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY11,985,894$856M0.05%+231,17713F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/9,605,829$686M0.05%-975,45813F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP6,770,170$483M0.29%-98,87713F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC5,908,212$422M3.58%-515,66213F-HRTimelineGroup
CWM, LLCin group CWM, LLC5,503,686$393M1.06%-924,66413F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC5,084,208$363M0.08%-1,129,94113F-HRTimelineGroup
Auto-Owners Insurance Coin group Auto-Owners Insurance Co4,588,000$328M6.88%+625,00013F-HR/ATimelineGroup
ALLIANCEBERNSTEIN L.P.4,500,632$321M0.1%-341,15213F-HRTimeline
MML INVESTORS SERVICES, LLC4,480,940$320M0.78%+22,90313F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.4,278,404$306M0.01%-826,19013F-HRTimelineGroup
Cetera Investment Advisers3,894,184$278M0.3%-104,86313F-HRTimeline
Hamilton Capital, LLC3,339,077$238M11.92%13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,120,918$223M0.04%-568,43913F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding2,963,974$212M+19,219Timeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,958,640$211M0.12%-159,88913F-HRTimelineGroup
Janney Montgomery Scott LLC2,701,166$193M0.44%-404,58613F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.2,675,073$191M0.3%-5,13913F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,605,708$186M0.04%+36,27013F-HRTimelineGroup
RiverFront Investment Group, LLC2,561,235$183M3.02%+90,99613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,434,640$174M0.05%+462,10313F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp2,394,007$171M0.03%-195,05913F-HRTimelineGroup
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA2,381,960$170M0.41%+45,19613F-HRTimelineGroup
Merit Financial Group, LLC2,272,686$162M1.3%-13,54113F-HRTimeline
NewEdge Advisors, LLC2,035,939$145M0.53%-190,32713F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,017,941$144M0.09%+351,92613F-HR/ATimelineGroup
Empirical Financial Services, LLC d.b.a…1,928,740$138M2.47%+57,50913F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding1,911,276$136M+191,768Timeline
OneDigital Investment Advisors LLC1,899,685$136M1.33%-298,29213F-HRTimeline
Composition Wealth, LLC1,899,067$136M1.94%+18,65213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC1,846,423$132M0.18%-45,31713F-HRTimeline
Foundations Investment Advisors, LLC1,805,445$129M1.69%-270,30913F-HRTimeline
Sanctuary Advisors, LLC1,736,536$124M0.68%-223,22213F-HRTimeline
JB Capital LLC1,663,171$119M4.85%-139,45613F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP1,530,782$109M0.15%+190,54613F-HRTimelineGroup
Modera Wealth Management, LLC1,494,583$107M1.23%-244,45113F-HRTimeline
SCHRODER INVESTMENT MANAGEMENT GROUP1,412,071$101M0.08%new13F-HRTimeline
Alesco Advisors, LLC, An ESL Co1,342,233$95.8M2.48%-23,18513F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…1,311,439$93.6M1.89%+23,61913F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp1,288,135$92M0.3%-37,95113F-HR/ATimelineGroup
Savant Capital, LLCin group Savant Capital, LLC1,271,841$90.8M0.52%-47,57913F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP1,246,412$89M0.08%-49,39913F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…1,173,429$83.8M0.51%-183,32013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,146,329$81.9M0.12%-56,78513F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…1,117,153$80.1M0.14%-135,43113F-HRTimelineGroup
ASPIRIANT, LLC1,090,928$77.9M2.24%-26,41513F-HRTimeline
SOFI WEALTH, LLC1,087,844$77.7M3.87%+45,86513F-HRTimeline
Caisse de depot et placement du Quebec1,071,936$76.5M0.13%+939,42413F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co1,066,702$76.2M0.01%+410,83913F-HRTimelineGroup
AE Wealth Management LLC1,050,739$75M0.43%+10,16713F-HRTimeline
Advocacy Wealth Management, LLC1,024,723$73.2M3.06%-112,67713F-HRTimeline
Financial Synergies Wealth Advisors, In…919,400$65.7M6.34%+15,29013F-HRTimeline
Hackensack Meridian Health, Inc.895,000$63.9M5.83%new13F-HRTimeline
Dynasty Wealth Management, LLC883,762$63.1M0.62%-468,03613F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC882,607$63M0.24%-246,96913F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC867,219$61.9M0.07%+52,04713F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC832,835$59.5M0.12%+666,70313F-HRTimelineGroup
ANGELES WEALTH MANAGEMENT, LLCgroup of 2 filers holding799,358$57.1M+795,500Timeline
Cambridge Investment Research Advisors,…799,161$57.1M0.15%-48,90913F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding785,257$56.1M+23,476Timeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers785,187$56.1M0.08%+84313F-HRTimelineGroup
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding743,093$51.7M+247,240Timeline
BRAVE ASSET MANAGEMENT INC722,977$51.6M12.18%+26,14513F-HRTimeline
FIRST AMERICAN TRUST, FSB721,094$51.5M3.54%-58,76913F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC961,964$51.1M0.93%-409,50813F-HRTimeline
Atria Investments, Inc707,982$50.6M0.57%-48,35013F-HRTimeline
Austin Private Wealth, LLC660,825$47.2M3.54%-59,33013F-HRTimeline
Pacific Life Fund Advisors LLC641,242$45.8M4.72%+63,05713F-HRTimeline
Icon Wealth Advisors, LLC620,156$44.3M2.95%-33,96713F-HRTimeline
Farther Finance Advisors, LLC594,483$42.5M0.46%+177,36313F-HRTimeline
Beacon Pointe Advisors, LLC579,012$41.3M0.29%+39,59113F-HRTimeline
Prosperity Consulting Group, LLC568,364$40.6M1.83%+87,26313F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC557,540$40M0.05%+4,80313F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…544,717$38.9M0.07%+56,20313F-HR/ATimelineGroup
Octavia Wealth Advisors, LLC542,046$38.7M3.7%+22,76713F-HRTimeline
UMB Bank, n.a.531,265$37.9M0.5%+531,22113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Townsend & Associates, Inc513,048$37.6M3.36%+1,19313F-HRTimeline
INTEGRITY ALLIANCE, LLC.521,893$37.3M1.36%-131,96313F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC515,158$36.8M0.01%-109,74513F-HR/ATimelineGroup
EP Wealth Advisors, LLC512,232$36.6M0.19%13F-HRTimeline
Waverly Advisors, LLC500,499$35.7M0.29%-18,39313F-HRTimeline
HighTower Advisors, LLC486,297$34.7M0.04%+34,28613F-HRTimeline
WALLER FINANCIAL PLANNING GROUP, INC469,119$33.5M7.44%+370,19413F-HRTimeline
CAPTRUST FINANCIAL ADVISORS467,918$33.4M0.06%-115,42213F-HRTimeline
IHT Wealth Management, LLC464,109$33.1M0.81%+11,51913F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources464,024$33.1M0.01%+5,06513F-HRTimelineGroup
West Wealth Group, LLC457,719$32.7M6.78%+29,24313F-HRTimeline
Elgethun Capital Management454,996$32.5M5.61%+32,91613F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC437,017$31.2M1.07%-55,01713F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC431,644$30.8M0.75%-79,31813F-HRTimelineGroup
Allspring Global Investments Holdings, …in group Allspring Global Investments …420,835$30.1M0.05%-15013F-HRTimelineGroup
Sharkey, Howes & Javer417,539$29.8M3.79%-56,57413F-HRTimeline
Affinity Capital Advisors, LLC415,147$29.6M4.1%+21,52813F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding409,469$29.2M+95,454Timeline
MA Private Wealth398,430$28.5M4.75%-3,14713F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/394,914$28.2M0.01%+69,41913F-HRTimelineGroup
Stone House Investment Management, LLC389,941$27.8M4.32%-65,14613F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC389,839$27.8M0.11%+374,67013F-HRTimelineGroup
Covenant Partners, LLC380,699$27.2M7.95%+2,83913F-HRTimeline
Orion Porfolio Solutions, LLC380,048$27.1M0.2%-53213F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC377,283$26.9M0.85%-1,19913F-HRTimeline
SteelPeak Wealth, LLC364,453$26M0.86%-56,83313F-HRTimeline
MGO ONE SEVEN LLC360,104$25.7M0.52%+83,59613F-HRTimeline
Valence8 US LP359,673$25.7M7.61%+5,79813F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…346,209$25.1M0.03%+31,95013F-HRTimeline
Marks Group Wealth Management, Inc349,440$25M2.39%+84,23113F-HRTimeline
Perigon Wealth Management, LLC347,857$24.8M0.44%-16,90113F-HRTimeline
Horst & Graben Wealth Management LLC341,264$24.4M3.68%-27,94913F-HRTimeline
BOKF, NAin group BOKF, NA332,028$23.7M0.36%+13,60913F-HRTimelineGroup
Arete Wealth Advisors, LLC330,082$23.6M1.63%-3,96213F-HR/ATimeline
EQ LLC329,964$23.6M6.79%+122,89213F-HRTimeline
Cardinal Strategic Wealth Guidance329,908$23.6M6.16%-61,82813F-HRTimeline
Strategic Blueprint, LLC325,741$23.3M1.38%-68,75813F-HRTimeline
Bruce G. Allen Investments, LLC324,859$23.2M15.69%-1,31213F-HRTimeline
High Falls Advisors, Inc321,564$23M4.65%-53,82413F-HRTimeline
Shakespeare Wealth Management, LLC319,736$22.8M5.05%+37313F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV319,604$22.8M0.03%+56,10813F-HRTimeline
World Investment Advisors316,646$22.6M0.37%+263,00013F-HR/ATimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC304,038$21.7M0.01%+12,47613F-HRTimelineGroup
&PARTNERS295,785$21.1M0.11%+25,04613F-HRTimeline
Private Advisor Group, LLC295,883$21.1M0.1%+14,72513F-HRTimeline
Keystone Financial Services294,919$21.1M6.36%-56,13313F-HRTimeline
Integrated Wealth Concepts LLC293,054$20.9M0.25%-40,78013F-HRTimeline
Larson Financial Group LLC288,048$20.6M0.69%-38,48713F-HRTimeline
One Wealth Advisors, LLC287,528$20.5M2.51%-9,27913F-HRTimeline
INTEGRATED CAPITAL MANAGEMENT, INC.282,299$20.2M13.4%+9,30813F-HRTimeline
Stonebrook Private Inc.278,532$19.9M4.16%+9,57713F-HRTimeline
CFS Investment Advisory Services, LLC276,899$19.8M1.44%-27,18213F-HRTimeline
Ashton Thomas Private Wealth, LLC276,641$19.8M0.48%+31,18113F-HRTimeline
PAX Financial Group, LLC276,503$19.7M3.4%-4,16513F-HRTimeline
Checchi Capital Advisers, LLC271,956$19.4M1.32%-5,41013F-HRTimeline
FAS Wealth Partners, Inc.269,685$19.3M1.24%-2,23713F-HRTimeline
Physician Wealth Advisors, Inc.269,374$19.2M2.68%-15,50013F-HRTimeline
WEALTH ALLIANCE, LLC266,023$19M1.86%-27,97213F-HRTimeline
Long Run Wealth Advisors, LLC258,023$18.4M3.47%+9,34113F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding254,362$18.2M+86,012Timeline
Plancorp, LLC254,002$18.1M0.55%+1,51513F-HRTimeline
MLG Wealth Management DBA Pine Grove Fi…249,967$17.9M2.15%13F-HRTimeline
Verdence Capital Advisors LLC249,330$17.8M1.05%-2,83913F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC246,685$17.6M0.14%+8,46013F-HRTimeline
GREENLEAF TRUST245,885$17.6M0.16%-12,93513F-HRTimeline
Cypress Wealth Services, LLC243,810$17.4M2.41%-9,67413F-HRTimeline
Trek Financial, LLC242,558$17.3M1%-13,83213F-HRTimeline
Global Retirement Partners, LLC241,613$17.3M0.31%+62,09513F-HRTimeline
FIDUCIENT ADVISORS LLC238,902$17.1M2.11%013F-HRTimeline
Keebeck Wealth Management238,679$17M1.97%-6,55713F-HRTimeline
Accredited Investors Inc.238,444$17M0.9%-4,50413F-HRTimeline
Robertson Stephens Wealth Management, L…238,239$17M0.48%+1,46713F-HRTimeline
Summit Trail Advisors, LLC238,137$17M0.29%013F-HRTimeline
FINANCIAL LIFE ADVISORS237,662$17M5.23%-1,44913F-HRTimeline
Wakefield Asset Management LLLPin group Wakefield Asset Management LL…232,155$16.6M4.5%-5,57013F-HRTimelineGroup
HEMMING& WEALTH MANAGEMENT, INC.231,867$16.6M11.33%13F-HRTimeline
Meridian Wealth Partners, LLC231,096$16.5M2.27%-3,55913F-HRTimeline
Qube Research & Technologies Ltd226,998$16.2M0.02%new13F-HRTimeline
COMERICA BANK223,545$16M0.06%+6,58013F-HRTimeline
HighMark Wealth Management LLC223,010$15.9M6.49%+76913F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp222,026$15.9M0.41%+2,54413F-HRTimelineGroup
Yeomans Consulting Group, Inc.220,550$15.7M4.61%new13F-HRTimeline
Triad Wealth Partners, LLC220,476$15.7M1.5%-2,59313F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP219,032$15.6M0.02%+17,23513F-HR/ATimelineGroup
Creative Planningin group Creative Planning217,995$15.6M0.01%+4,63513F-HRTimelineGroup
Cullen Capital Management, LLC217,890$15.6M0.17%-13,74213F-HRTimeline
SWMG, LLC197,137$15.3M4.26%-11,78413F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding209,684$15.3M+122,083Timeline
Steward Partners Investment Advisory, L…211,142$15.1M0.08%-14,20813F-HRTimeline
Apeiron RIA LLC199,831$15M3.05%-18,94913F-HRTimeline
Kingdom Financial Group LLC.207,729$14.8M4.58%+124,37413F-HRTimeline
Legacy Financial Group LLC190,504$14.7M1.82%-24,20213F-HRTimeline
Sequoia Financial Advisors, LLC206,159$14.7M0.08%-13,10713F-HRTimeline
Lineweaver Wealth Advisors, LLC204,577$14.6M1.99%+5,59813F-HRTimeline
Elevated Financial Group LLC204,133$14.6M5.04%13F-HRTimeline
ONE Advisory Partners, LLC203,560$14.5M4.38%-30,20513F-HRTimeline
Maia Wealth LLC182,123$14.4M2.45%-30,47113F-HRTimeline
Kelly Financial Services LLC198,697$14.2M3.56%-18,62913F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC198,345$14.2M0.11%+20,78613F-HRTimeline
Regal Investment Advisors LLC196,879$14.1M0.84%+8,25713F-HRTimeline
Aptus Capital Advisors, LLC193,680$13.8M0.12%+44713F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding190,245$13.6M-5,822Timeline
Quent Capital, LLC189,793$13.6M0.98%-62813F-HRTimeline
Blue Trust, Inc.189,143$13.5M0.15%-46,03613F-HRTimeline
Baker Avenue Asset Management, LP187,462$13.4M0.31%+3,95813F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management186,541$13.3M0.15%-16,67713F-HRTimelineGroup
Integrated Capital Management, LLC181,203$12.9M5.56%+9,82513F-HRTimeline
WATERSHED PRIVATE WEALTH LLC181,108$12.9M3.88%-26,83413F-HRTimeline
CSM Advisors, LLC181,057$12.9M0.35%+37,78613F-HRTimeline
SAX WEALTH ADVISORS, LLC180,907$12.9M0.61%+125,66413F-HRTimeline
BLAIR WILLIAM & CO/IL179,104$12.8M0.03%+9,58713F-HRTimeline
Rothschild Wealth LLC176,612$12.6M1.21%-80,24513F-HR/ATimeline
Focus Financial Network, Inc.176,389$12.6M0.44%+73113F-HRTimeline
Pinnacle Wealth Planning Services, Inc.176,278$12.6M1.31%+7,16013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC175,798$12.6M0.01%+21,20813F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC175,629$12.5M0.26%+25,65613F-HRTimelineGroup
Kilter Group LLC175,204$12.5M5.52%-44,52213F-HRTimeline
Arax Advisory Partners173,705$12.4M0.36%new13F-HRTimeline
TSA Wealth Managment LLC173,538$12.4M4.1%-26,27613F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC171,880$12.3M0.77%+37613F-HRTimeline