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Disclosery

EFV ISHARES TR

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SHS (fund)

Filings received so far for Q3 2026: 70 13F filers report a position in EFV shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
Hamilton Capital, LLC2,380,631$188M10.58%+9,07613F-HRTimeline
WALLER FINANCIAL PLANNING GROUP, INC549,236$43.5M8.82%+29,31513F-HRTimeline
Farther Finance Advisors, LLC329,452$26.1M0.18%-21,95613F-HRTimeline
INTEGRATED CAPITAL MANAGEMENT, INC.278,334$22M15.79%+3,20613F-HRTimeline
RTD Financial Advisors, Inc.156,174$12.4M1.35%-1,93613F-HRTimeline
Central Pacific Bank - Trust Division150,427$11.9M1.25%+6,47913F-HRTimeline
Apella Capital, LLC113,348$8.85M0.11%-1,64813F-HRTimeline
Montecito Bank & Trust96,467$7.63M1.16%-1,28413F-HRTimeline
CoreCap Advisors, LLC88,680$7.02M0.2%-11,02913F-HRTimeline
ROCKLAND TRUST CO73,988$5.86M0.22%-1,27713F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…59,940$4.74M0.67%-67913F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC56,937$4.51M0.93%+48313F-HRTimeline
McNaughton Wealth Management, LLC56,605$4.48M1.57%+4,20413F-HRTimeline
Retirement Wealth Solutions LLC55,643$4.4M2.33%+7,49013F-HRTimeline
Apeiron RIA LLC56,354$4.39M1%-38,64713F-HRTimeline
SigFig Wealth Management, LLC42,505$3.36M0.08%-1,31513F-HRTimeline
CogentBlue Wealth Advisors, LLC30,912$2.45M2.27%-6513F-HRTimeline
Breakwater Capital Group29,905$2.37M0.28%-6113F-HRTimeline
Asempa Wealth Advisors29,401$2.29M1.79%-1,32213F-HRTimeline
Factor Wealth Management LTD25,960$2.05M0.31%+12,88513F-HRTimeline
Avidian Wealth Enterprises, LLC20,763$1.64M0.05%-1,24513F-HRTimeline
Balefire, LLC19,454$1.54M0.24%+6,07213F-HRTimeline
First Citizens Financial Corp19,107$1.51M0.64%-20613F-HRTimeline
Hardin Capital Partners, LLC14,741$1.17M0.57%+1,48313F-HRTimeline
First Heartland Consultants, Inc.14,507$1.15M0.08%-67013F-HRTimeline
Valeo Financial Advisors, LLC13,315$1.05M0.02%013F-HRTimeline
Cooper Financial Group11,152$883K0.07%-63713F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC8,429$667K0.13%-49513F-HRTimeline
DIVERSIFIED MANAGEMENT INC8,073$639K0.11%013F-HRTimeline
Friday Financial7,888$614K0.12%+23713F-HRTimeline
Cassilly Financial Group LLC7,361$583K0.39%-213F-HRTimeline
Wedmont Private Capital7,290$568K0.01%+3,25413F-HRTimeline
GAMMA Investing LLC6,804$538K0.02%+1,61813F-HRTimeline
MassMutual Private Wealth & Trust, FSB6,300$499K0.01%013F-HRTimeline
Intelligence Driven Advisers, LLC5,414$428K0.07%013F-HRTimeline
Stonebridge Financial Group, LLC4,870$385K0.03%-1713F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC4,764$377K0.11%013F-HRTimeline
Legacy Wealth Asset Management, LLC4,593$363K0.08%013F-HRTimeline
Cambridge Financial Group, LLC4,589$351K0.11%013F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…4,338$343K0.03%013F-HRTimelineGroup
O'Keefe Stevens Advisory, Inc.4,240$336K0.07%013F-HRTimeline
Venture Visionary Partners LLC4,195$332K0.01%+21713F-HRTimeline
Monument Capital Management4,101$325K0.07%-31413F-HRTimeline
Prosperity Planning, Inc.4,083$323K0.07%-9013F-HRTimeline
Versant Capital Management, Inc3,905$309K0.03%013F-HRTimeline
Adirondack Capital Advisors, LLC3,778$299K0.15%-3813F-HRTimeline
DAVIDSON TRUST CO3,703$293K0.12%013F-HRTimeline
Sound Income Strategies, LLC3,483$272K0.01%-7,49213F-HRTimeline
AMERICAN NATIONAL BANK & TRUST3,262$258K0.02%013F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV2,992$237K0.03%013F-HRTimeline
SAPIENT CAPITAL LLC2,808$222K<0.01%013F-HRTimeline
Canandaigua National Trust Co of Florida2,585$205K0.11%13F-HRTimeline
PRIVATE CLIENT SERVICES, LLC2,545$201K0.05%new13F-HRTimeline
Rosenberg Matthew Hamilton2,535$201K0.04%-5013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC1,838$145K0.01%013F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC1,610$127K0.09%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP1,467$116K0.01%+82213F-HRTimelineGroup
Bangor Savings Bank891$70.5K0.01%013F-HRTimeline
Dorato Capital Management692$54K0.04%013F-HRTimeline
FIRST COMMUNITY TRUST NA659$52.2K0.02%013F-HRTimeline
Coastline Trust Co540$42.7K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
ATWOOD & PALMER INC411$32.5K<0.01%013F-HRTimeline
EASTERN BANK399$31.6K<0.01%+20413F-HRTimeline
TOTH FINANCIAL ADVISORY CORP306$24.2K<0.01%013F-HRTimeline
Planning Strategies Inc.253$20K0.01%013F-HRTimeline
GK Wealth Management LLC170$13.4K0.01%new13F-HRTimeline
Trust Co147$11.6K<0.01%+1913F-HRTimeline
Grove Bank & Trust90$7.12K<0.01%013F-HRTimeline
Roxbury Financial LLC80$6.37K<0.01%+713F-HRTimeline
MJT & Associates Financial Advisory Gro…38$3.01K<0.01%013F-HRTimeline