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Disclosery

EFV ISHARES TR

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SHS (fund)

1,251 managers (1,268 13F filers) reported a position in EFV shares at 2026-03-31, 346,996,074 shares in all. 100 filers opened a position and 57 filers sold out during the quarter.

Managers
1,251
13F filers
1,268
New
100
Added
409
Reduced
502
Sold out
57
Shares held by filers
346,996,074

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 holding63,901,901$4.75B+3,623,261Timeline
LPL Financial LLC20,848,511$1.55B0.41%+1,312,41313F-HRTimeline
FMR LLCin group FMR LLC16,987,705$1.26B0.07%-46,70113F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\13,973,824$1.04B1.26%-232,83613F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO13,400,498$970M0.07%+109,63813F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY11,968,016$890M0.05%-17,87813F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/10,342,735$769M0.06%+736,90613F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP7,441,607$536M0.26%+671,43713F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC6,885,302$512M0.12%+1,801,09413F-HR/ATimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC5,862,784$436M3.41%-45,42813F-HRTimelineGroup
Auto-Owners Insurance Coin group Auto-Owners Insurance Co4,588,000$341M7.14%013F-HRTimelineGroup
MML INVESTORS SERVICES, LLC3,937,150$293M0.81%-543,79013F-HRTimeline
Cetera Investment Advisers3,915,091$291M0.31%+20,90713F-HRTimeline
ALLIANCEBERNSTEIN L.P.3,823,550$273M0.09%-677,08213F-HRTimeline
Dynasty Wealth Management, LLC3,522,247$262M2.28%+2,638,48513F-HRTimeline
UBS Group AGgroup of 2 filers holding3,314,372$246M+350,398Timeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,044,443$226M0.13%+85,80313F-HRTimelineGroup
CWM, LLCin group CWM, LLC3,030,442$225M0.59%-2,473,24413F-HRTimelineGroup
RiverFront Investment Group, LLC2,802,917$208M3.22%+241,68213F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.2,716,112$202M0.32%+41,03913F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,699,497$201M0.04%-421,42113F-HRTimelineGroup
Janney Montgomery Scott LLC2,699,024$201M0.5%-2,14213F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,525,627$188M0.04%-80,08113F-HR/ATimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp2,481,489$184M0.03%+87,48213F-HRTimelineGroup
NewEdge Advisors, LLC2,443,575$182M0.66%+407,63613F-HR/ATimeline
Hamilton Capital, LLC2,396,415$178M9.23%-942,66213F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP2,392,672$178M0.24%+861,89013F-HRTimelineGroup
Merit Financial Group, LLC2,370,127$176M1.31%+97,44113F-HRTimeline
TIAAgroup of 3 filers holding2,310,408$172M-71,552Timeline
BlackRock, Inc.in group BlackRock, Inc.2,246,847$167M<0.01%-2,031,55713F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,203,124$164M0.05%-231,51613F-HRTimelineGroup
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…2,175,844$162M3.28%+864,40513F-HRTimelineGroup
Composition Wealth, LLC2,067,115$154M2.11%+168,04813F-HRTimeline
Empirical Financial Services, LLC d.b.a…2,009,214$149M2.6%+80,47413F-HRTimeline
Foundations Investment Advisors, LLC1,959,652$146M1.81%+154,20713F-HRTimeline
OneDigital Investment Advisors LLC1,921,972$143M1.4%+22,28713F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding1,841,287$137M-69,989Timeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,779,015$132M0.08%-238,92613F-HRTimelineGroup
Sanctuary Advisors, LLC1,760,693$131M0.71%+24,15713F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC1,646,319$122M2.23%+684,35513F-HRTimeline
JB Capital LLC1,609,766$120M4.83%-53,40513F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co1,548,880$115M0.02%+482,17813F-HRTimelineGroup
OpenArc Corporate Advisory, LLC1,479,002$110M1.57%+1,440,28013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC1,477,400$110M0.15%-369,02313F-HRTimeline
Modera Wealth Management, LLC1,335,086$99.3M1.19%-159,49713F-HRTimeline
Alesco Advisors, LLC, An ESL Co1,297,475$96.5M2.46%-44,75813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP1,277,140$95M0.09%+30,72813F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp1,254,267$93.3M0.31%-33,86813F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,237,051$92M0.13%+90,72213F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC1,203,411$89.5M0.43%-68,43013F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…1,137,189$84.4M0.52%-36,24013F-HRTimelineGroup
ASPIRIANT, LLC1,069,553$79.5M2.26%-21,37513F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC1,042,366$77.5M0.11%+891,79313F-HRTimelineGroup
NATIXIS ADVISORS, LLCin group Natixis Investment Managers1,013,917$75.4M0.1%+228,73013F-HRTimelineGroup
Caisse de depot et placement du Quebec965,769$71.8M0.12%-106,16713F-HRTimeline
Beacon Pointe Advisors, LLC965,472$71.8M0.38%+386,46013F-HRTimeline
SOFI WEALTH, LLC956,754$71.1M3.43%-131,09013F-HRTimeline
AE Wealth Management LLC929,760$69.1M0.37%-120,97913F-HRTimeline
Financial Synergies Wealth Advisors, In…899,157$66.9M6.38%-20,24313F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…897,493$66.3M0.13%-219,66013F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC888,630$66.1M0.08%+21,41113F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC869,450$64.6M0.26%-13,15713F-HRTimelineGroup
Hackensack Meridian Health, Inc.853,000$63.4M5.98%-42,00013F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding849,232$63.1M+63,975Timeline
Cambridge Investment Research Advisors,…817,002$60.7M0.16%+17,84113F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding792,318$57.5M+49,225Timeline
ANGELES WEALTH MANAGEMENT, LLCgroup of 2 filers holding758,429$56.4M-40,929Timeline
BRAVE ASSET MANAGEMENT INC737,659$54.8M13.03%+14,68213F-HRTimeline
Atria Investments, Inc695,201$51.7M0.58%-12,78113F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding662,211$49.2M+252,742Timeline
Icon Wealth Advisors, LLC636,575$48.2M3.13%+16,41913F-HRTimeline
FIRST AMERICAN TRUST, FSB587,855$43.7M2.94%-133,23913F-HRTimeline
Prosperity Consulting Group, LLC579,503$43.1M1.92%+11,13913F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV564,162$41.9M0.06%+244,55813F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC552,353$41.1M0.01%+37,19513F-HRTimelineGroup
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC530,638$39.5M0.05%-26,90213F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…529,666$39.4M0.07%-15,05113F-HRTimelineGroup
HighTower Advisors, LLC524,454$39M0.04%+38,15713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…517,474$38.8M0.09%+171,26513F-HRTimeline
WALLER FINANCIAL PLANNING GROUP, INC511,303$38M8.39%+42,18413F-HRTimeline
Waverly Advisors, LLC505,340$37.6M0.28%+4,84113F-HRTimeline
UMB Bank, n.a.504,891$37.5M0.52%-26,37413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Octavia Wealth Advisors, LLC504,780$37.5M3.59%-37,26613F-HRTimeline
EP Wealth Advisors, LLC492,654$36.6M0.18%-19,57813F-HRTimeline
INTEGRITY ALLIANCE, LLC.490,491$36.5M1.39%-31,40213F-HRTimeline
Farther Finance Advisors, LLC480,438$36.2M0.34%-114,04513F-HRTimeline
CAPTRUST FINANCIAL ADVISORS474,030$35.2M0.06%+6,11213F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources473,879$35.2M0.01%+9,85513F-HRTimelineGroup
Pacific Life Fund Advisors LLC460,558$34.2M3.93%-180,68413F-HRTimeline
Elgethun Capital Management457,396$34M5.62%+2,40013F-HRTimeline
MGO ONE SEVEN LLC449,782$33.4M0.67%+89,67813F-HRTimeline
Marks Group Wealth Management, Inc446,464$33.2M3.2%+97,02413F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC446,290$33.2M1.15%+9,27313F-HRTimelineGroup
IHT Wealth Management, LLC445,408$33.1M0.77%-18,70113F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/432,834$32.2M0.01%+37,92013F-HRTimelineGroup
Affinity Capital Advisors, LLC424,349$31.6M4.42%+9,20213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…423,812$31.5M0.04%+377,60813F-HRTimelineGroup
Townsend & Associates, Inc398,130$30.6M2.64%-114,91813F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC385,060$28.6M0.11%-4,77913F-HRTimelineGroup
Stone House Investment Management, LLC383,650$28.5M5.11%-6,29113F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …379,340$28.2M0.05%-41,49513F-HRTimelineGroup
EXENCIAL WEALTH ADVISORS, LLC371,785$27.6M0.86%-5,49813F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC364,701$27.1M0.56%+265,79313F-HRTimeline
Orion Porfolio Solutions, LLC355,107$26.4M0.23%-24,94113F-HRTimeline
BOKF, NAin group BOKF, NA348,591$25.9M0.4%+16,56313F-HRTimelineGroup
EQ LLC347,480$25.8M7.28%+17,51613F-HRTimeline
One Capital Management, LLC345,574$25.7M0.7%+326,48013F-HRTimeline
Sharkey, Howes & Javer338,521$25.2M3.39%-79,01813F-HRTimeline
Perigon Wealth Management, LLC332,334$24.7M0.45%-15,52313F-HRTimeline
Cardinal Strategic Wealth Guidance328,617$24.4M6.44%-1,29113F-HRTimeline
SteelPeak Wealth, LLC327,574$24.4M0.76%-36,87913F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…322,068$23.9M0.26%+182,03313F-HRTimelineGroup
Bruce G. Allen Investments, LLC318,695$23.7M15.5%-6,16413F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC318,406$23.7M0.02%+219,46613F-HRTimelineGroup
Arete Wealth Advisors, LLC315,844$23.5M1.76%-14,23813F-HR/ATimeline
Shakespeare Wealth Management, LLC311,343$23.1M5.48%-8,39313F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC310,963$23.1M0.01%+6,92513F-HRTimelineGroup
Strategic Blueprint, LLC306,738$22.8M1.33%-19,00313F-HRTimeline
&PARTNERS306,706$22.8M0.11%+10,92113F-HRTimeline
World Investment Advisors298,813$22.2M0.36%-17,83313F-HRTimeline
PAX Financial Group, LLC286,610$21.3M3.63%+10,10713F-HRTimeline
Integrated Wealth Concepts LLC285,911$21.3M0.17%-7,14313F-HRTimeline
1607 Capital Partners, LLC279,000$20.7M1.49%new13F-HRTimeline
Valence8 US LP277,964$20.7M7.22%-81,70913F-HRTimeline
Ashton Thomas Private Wealth, LLC271,794$20.2M0.48%-4,84713F-HRTimeline
Verdence Capital Advisors LLC268,679$20M1.17%+19,34913F-HRTimeline
West Wealth Group, LLC263,080$19.6M3.87%-194,63913F-HRTimeline
Plancorp, LLC250,953$19.5M0.55%-3,04913F-HRTimeline
FAS Wealth Partners, Inc.261,321$19.4M1.21%-8,36413F-HRTimeline
INTEGRATED CAPITAL MANAGEMENT, INC.260,346$19.4M12.87%-21,95313F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC259,551$19.3M0.16%+12,86613F-HRTimeline
Trek Financial, LLC258,483$19.2M1.02%+15,92513F-HRTimeline
MA Private Wealth257,409$19.1M3.24%-141,02113F-HRTimeline
WEALTH ALLIANCE, LLC256,430$19.1M1.88%-9,59313F-HRTimeline
MLG Wealth Management DBA Pine Grove Fi…253,216$18.8M2.19%+3,24913F-HRTimeline
Private Advisor Group, LLC252,134$18.7M0.09%-43,74913F-HRTimeline
Ball & Co Wealth Management Inc.250,449$18.6M15.58%+103,82113F-HRTimeline
Keystone Financial Services247,590$18.4M5.4%-47,32913F-HRTimeline
Checchi Capital Advisers, LLC239,807$17.8M1.22%-32,14913F-HRTimeline
GREENLEAF TRUST239,563$17.8M0.17%-6,32213F-HRTimeline
Summit Trail Advisors, LLC238,147$17.7M0.25%+1013F-HRTimeline
Meridian Wealth Partners, LLC236,180$17.6M2.41%+5,08413F-HRTimeline
Accredited Investors Inc.234,801$17.5M0.94%-3,64313F-HRTimeline
FINANCIAL LIFE ADVISORS234,711$17.5M5.44%-2,95113F-HRTimeline
Keebeck Wealth Management233,006$17.3M1.95%-5,67313F-HRTimeline
Creative Planningin group Creative Planning229,247$17M0.01%+11,25213F-HRTimelineGroup
HEMMING& WEALTH MANAGEMENT, INC.228,561$17M11.86%-3,30613F-HRTimeline
Wakefield Asset Management LLLPin group Wakefield Asset Management LL…228,241$17M4.5%-3,91413F-HRTimelineGroup
Robertson Stephens Wealth Management, L…228,105$17M0.48%-10,13413F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp227,474$16.9M0.45%+5,44813F-HRTimelineGroup
Larson Financial Group LLC225,781$16.8M0.54%-62,26713F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP223,792$16.5M0.02%+4,76013F-HRTimelineGroup
Horst & Graben Wealth Management LLC214,929$16.4M2.25%-126,33513F-HRTimeline
HighMark Wealth Management LLC220,341$16.4M6.67%-2,66913F-HRTimeline
Elevated Financial Group LLC214,510$15.9M5.29%+10,37713F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC213,989$15.9M0.12%+15,64413F-HRTimeline
BLAIR WILLIAM & CO/IL213,629$15.9M0.05%+34,52513F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding208,157$15.8M-1,527Timeline
CITIGROUP INCin group CITIGROUP INC210,806$15.7M0.01%+35,00813F-HRTimelineGroup
POTOMAC FUND MANAGEMENT INC /ADV206,400$15.3M0.53%new13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC206,293$15.3M0.36%-225,35113F-HRTimelineGroup
FIDUCIENT ADVISORS LLC206,244$15.3M2%-32,65813F-HRTimeline
Lineweaver Wealth Advisors, LLC203,486$15.1M2.04%-1,09113F-HRTimeline
Regal Investment Advisors LLC203,162$15.1M0.87%+6,28313F-HRTimeline
Lloyd Advisory Services, LLC.201,774$15M4.29%+194,17313F-HRTimeline
Kingdom Financial Group LLC.201,774$15M4.29%-5,95513F-HRTimeline
Sequoia Financial Advisors, LLC200,405$14.9M0.08%-5,75413F-HRTimeline
Gateway Wealth Partners, LLC199,828$14.9M0.58%+131,33513F-HRTimeline
Steward Partners Investment Advisory, L…199,086$14.8M0.08%-12,05613F-HRTimeline
Cypress Wealth Services, LLC199,039$14.8M2.09%-44,77113F-HRTimeline
WATERSHED PRIVATE WEALTH LLC199,035$14.8M4.61%+17,92713F-HRTimeline
Stonebrook Private Inc.197,745$14.7M3.13%-80,78713F-HRTimeline
SWMG, LLC196,969$14.6M4.18%-16813F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management196,608$14.6M0.17%+10,06713F-HRTimelineGroup
Apollon Wealth Management, LLCgroup of 2 filers holding194,706$14.5M+4,461Timeline
Apeiron RIA LLC193,487$14.4M3.33%-6,34413F-HRTimeline
Aptus Capital Advisors, LLC193,108$14.4M0.12%-57213F-HRTimeline
One Wealth Advisors, LLC191,970$14.3M1.78%-95,55813F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC191,831$14.3M0.3%+16,20213F-HRTimelineGroup
Legacy Financial Group LLC190,167$14.1M1.78%-33713F-HRTimeline
Rothschild Wealth LLC189,695$14.1M1.27%+13,08313F-HRTimeline
Pinnacle Wealth Planning Services, Inc.188,993$14.1M1.45%+12,71513F-HRTimeline
CFS Investment Advisory Services, LLC178,665$14M0.97%-98,23413F-HRTimeline
Baker Avenue Asset Management, LP187,837$14M0.32%+37513F-HRTimeline
CSM Advisors, LLC187,565$13.9M0.34%+6,50813F-HRTimeline
Modern Wealth Management, LLC185,208$13.9M0.24%+53,32513F-HRTimeline
Integrated Capital Management, LLC185,312$13.8M5.81%+4,10913F-HRTimeline
L2 Asset Management, LLC184,749$13.7M1.31%+21,00713F-HRTimeline
Advisory Services Network, LLC183,047$13.6M0.18%+12,42613F-HRTimeline
Quent Capital, LLC179,578$13.4M0.95%-10,21513F-HRTimeline
Able Wealth Management LLC179,248$13.3M3.56%+8,07713F-HRTimeline
Kilter Group LLC178,150$13.2M5.71%+2,94613F-HRTimeline
Blue Trust, Inc.176,447$13.1M0.15%-12,69613F-HRTimeline
SAX WEALTH ADVISORS, LLC180,907$12.9M0.63%013F-HRTimeline
Triad Wealth Partners, LLC171,308$12.7M1.01%-49,16813F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC171,167$12.7M0.81%-71313F-HRTimeline
Van Hulzen Asset Management, LLC169,026$12.6M0.93%-43613F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC166,701$12.4M0.33%+47,70513F-HRTimelineGroup
Simplicity Wealth,LLC165,599$12.3M0.7%+5,98813F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC162,787$12.1M1.52%+27,94613F-HRTimeline