ISHARES TR (EFV)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
1,215
Reporting holders
$20.5B
Reported value
0.5%
Held as options
-7
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | $2.5B | 32,274,634 | 0.58% | 31q | -45.9%-$2.1B |
| FMR LLC | $1.3B | 17,424,650 | 0.06% | 31q | +2.6%+$33.4M |
| US BANCORP \DE\ | $1.1B | 14,137,778 | 1.18% | 31q | +1.2%+$12.6M |
| LPL Financial LLC | $1.0B | 13,493,721 | 0.23% | 31q | -35.3%-$563.0M |
| JPMORGAN CHASE & CO | $828.0M | 10,814,234 | 0.05% | 31q | -19.3%-$198.0M |
| BANK OF AMERICA CORP /DE/ | $732.7M | 9,571,701 | 0.05% | 31q | -7.5%-$59.0M |
| MORGAN STANLEY | $706.9M | 9,234,472 | 0.04% | 35q | -22.8%-$209.3M |
| JONES FINANCIAL COMPANIES LLLP | $574.2M | 7,542,634 | 0.23% | 31q | +1.4%+$7.7M |
| Dynasty Wealth Management, LLC | $359.7M | 4,699,261 | 2.67% | 7q | +33.4%+$90.1M |
| AMERIPRISE FINANCIAL INC | $347.3M | 4,537,921 | 0.07% | 31q | -67.0%-$706.6M |
| ALLIANCEBERNSTEIN L.P. | $312.3M | 4,200,484 | 0.10% | 31q | +9.9%+$28.0M |
| Auto-Owners Insurance Co | $303.4M | 3,963,000 | 6.85% | 15q | -13.6%-$47.8M |
| UBS Group AG | $234.4M | 3,062,333 | 0.03% | 31q | -5.4%-$13.3M |
| Merit Financial Group, LLC | $233.4M | 3,048,369 | 0.71% | 18q | +28.6%+$51.9M |
| RiverFront Investment Group, LLC | $227.3M | 2,969,235 | 3.01% | 23q | +5.9%+$12.7M |
| PNC Financial Services Group, Inc. | $221.4M | 2,891,846 | 0.11% | 31q | -5.0%-$11.7M |
| Baird Financial Group, Inc. | $204.4M | 2,670,449 | 0.28% | 31q | -1.7%-$3.5M |
| MML INVESTORS SERVICES, LLC | $200.2M | 2,615,105 | 0.41% | 31q | -33.6%-$101.2M |
| ROYAL BANK OF CANADA | $185.2M | 2,419,152 | 0.03% | 31q | -10.4%-$21.5M |
| Hamilton Capital, LLC | $181.5M | 2,371,555 | 8.99% | 5q | -1.0%-$1.9M |
| CITADEL ADVISORS LLC | $169.0M | 774,251 | 0.02% | 6q | +143.2%+$99.5M |
| WELLS FARGO & COMPANY/MN | $168.0M | 2,194,843 | 0.03% | 31q | -56.5%-$218.7M |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $167.1M | 2,182,943 | 3.01% | 7q | HELD |
| OpenArc Corporate Advisory, LLC | $166.6M | 2,176,670 | 1.98% | 3q | +47.2%+$53.4M |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $166.3M | 2,172,399 | 0.57% | 2q | -3.8%-$6.6M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $163.4M | 2,134,694 | 2.38% | 31q | +6.2%+$9.6M |
| Cetera Investment Advisers | $162.8M | 2,126,809 | 0.15% | 31q | -45.7%-$136.9M |
| Hackensack Meridian Health, Inc. | $160.8M | 2,101,000 | 10.86% | 3q | +146.3%+$95.5M |
| RAYMOND JAMES FINANCIAL INC | $159.8M | 2,088,167 | 0.04% | 7q | -5.2%-$8.8M |
| SAGESPRING WEALTH PARTNERS, LLC | $159.3M | 2,080,637 | 2.45% | 7q | +26.4%+$33.2M |
| BlackRock, Inc. | $149.3M | 1,950,110 | 0.00% | 8q | -13.2%-$22.7M |
| Mariner, LLC | $144.8M | 1,892,172 | 0.15% | 31q | +112.9%+$76.8M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $140.1M | 1,829,754 | 0.07% | 31q | +2.9%+$3.9M |
| Envestnet Portfolio Solutions, Inc. | $136.6M | 1,783,999 | 0.65% | 12q | -58.0%-$188.3M |
| Composition Wealth, LLC | $131.6M | 1,718,610 | 1.54% | 14q | -16.9%-$26.7M |
| Savant Capital, LLC | $118.3M | 1,522,673 | 0.35% | 31q | +26.5%+$24.8M |
| MERCER GLOBAL ADVISORS INC /ADV | $107.0M | 1,397,395 | 0.07% | 30q | +147.7%+$63.8M |
| Focus Partners Wealth | $103.6M | 1,353,068 | 0.11% | 11q | -7.2%-$8.1M |
| OSAIC HOLDINGS, INC. | $101.9M | 1,330,566 | 0.12% | 26q | +7.6%+$7.2M |
| TRUIST FINANCIAL CORP | $100.4M | 1,312,054 | 0.12% | 31q | -45.2%-$82.7M |
| Modera Wealth Management, LLC | $98.3M | 1,284,516 | 1.05% | 23q | -3.8%-$3.9M |
| Alesco Advisors, LLC, An ESL Co | $98.3M | 1,283,914 | 2.25% | 31q | -1.0%-$1.0M |
| M&T Bank Corp | $94.7M | 1,236,800 | 0.28% | 26q | +3.6%+$3.3M |
| NewEdge Advisors, LLC | $94.6M | 1,235,409 | 0.28% | new | NEW |
| Bank of New York Mellon Corp | $88.6M | 1,157,058 | 0.01% | 31q | -53.4%-$101.4M |
| COMMONWEALTH EQUITY SERVICES, LLC | $83.2M | 1,086,906 | 0.10% | 31q | -26.4%-$29.9M |
| Beacon Pointe Advisors, LLC | $81.9M | 1,070,367 | 0.38% | 23q | +10.9%+$8.0M |
| ASPIRIANT, LLC | $81.2M | 1,061,079 | 2.01% | 31q | -0.8%-$648.7K |
| Sanctuary Advisors, LLC | $79.7M | 1,040,740 | 0.37% | 9q | -40.9%-$55.1M |
| OneDigital Investment Advisors LLC | $77.8M | 1,016,945 | 0.66% | 16q | -47.1%-$69.3M |
| SOFI WEALTH, LLC | $77.4M | 1,010,564 | 3.11% | 7q | +5.6%+$4.1M |
| Foundations Investment Advisors, LLC | $70.9M | 925,724 | 0.73% | 22q | -52.8%-$79.1M |
| AE Wealth Management LLC | $69.4M | 906,149 | 0.32% | 31q | -2.5%-$1.8M |
| Financial Synergies Wealth Advisors, Inc. | $67.2M | 877,262 | 5.69% | 25q | -2.4%-$1.7M |
| Pacific Life Fund Advisors LLC | $65.3M | 852,714 | 7.18% | 8q | +85.1%+$30.0M |
| BRAVE ASSET MANAGEMENT INC | $62.8M | 820,429 | 13.43% | 15q | +11.2%+$6.3M |
| CARY STREET PARTNERS FINANCIAL LLC | $60.9M | 814,245 | 1.33% | 7q | +11.4%+$6.2M |
| STIFEL FINANCIAL CORP | $58.9M | 769,246 | 0.05% | 31q | -39.8%-$38.9M |
| Pathstone Holdings, LLC | $56.3M | 735,092 | 0.16% | 11q | -15.5%-$10.3M |
| Cerity Partners LLC | $56.0M | 732,006 | 0.07% | 19q | -29.8%-$23.8M |
| JB Capital LLC | $52.9M | 691,188 | 1.83% | 20q | -57.1%-$70.3M |
| Allspring Global Investments Holdings, LLC | $48.8M | 637,522 | 0.07% | 18q | +68.1%+$19.8M |
| Prosperity Consulting Group, LLC | $47.9M | 626,287 | 1.81% | 12q | +8.1%+$3.6M |
| Focus Partners Advisor Solutions, LLC | $47.2M | 615,971 | 0.40% | 18q | +60.8%+$17.8M |
| Arete Wealth Advisors, LLC | $46.9M | 612,827 | 1.03% | 16q | +94.0%+$22.7M |
| 1607 Capital Partners, LLC | $45.5M | 593,884 | 3.96% | 2q | +112.9%+$24.1M |
| FIRST AMERICAN TRUST, FSB | $44.1M | 576,447 | 2.66% | 31q | -1.9%-$873.3K |
| Kestra Advisory Services, LLC | $43.4M | 566,476 | 0.14% | 24q | +7.1%+$2.9M |
| FRANKLIN RESOURCES INC | $41.6M | 543,300 | 0.01% | 29q | +14.6%+$5.3M |
| GOLDMAN SACHS GROUP INC | $40.6M | 530,307 | 0.00% | 31q | -4.0%-$1.7M |
| Octavia Wealth Advisors, LLC | $40.6M | 530,172 | 3.50% | 10q | +5.0%+$1.9M |
| WALLER FINANCIAL PLANNING GROUP, INC | $39.8M | 519,921 | 8.20% | 31q | +1.7%+$659.7K |
| Rockefeller Capital Management L.P. | $39.2M | 512,138 | 0.06% | 28q | -3.3%-$1.3M |
| Waverly Advisors, LLC | $38.7M | 505,703 | 0.22% | 31q | HELD |
| FIFTH THIRD BANCORP | $38.3M | 500,177 | 0.06% | 31q | -1.1%-$421.8K |
| HighTower Advisors, LLC | $38.0M | 496,401 | 0.04% | 31q | -5.3%-$2.1M |
| EP Wealth Advisors, LLC | $37.6M | 491,391 | 0.14% | 18q | HELD |
| UMB Bank, n.a. | $36.8M | 481,123 | 0.47% | 8q | -4.7%-$1.8M |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $36.7M | 479,937 | 0.20% | 31q | -57.8%-$50.3M |
| Elgethun Capital Management | $36.2M | 472,684 | 5.04% | 15q | +3.3%+$1.2M |
| Corient Private Wealth LP | $35.8M | 467,574 | 0.02% | 15q | +108.9%+$18.7M |
| CAPTRUST FINANCIAL ADVISORS | $35.6M | 464,429 | 0.05% | 25q | -2.0%-$735.0K |
| Affinity Capital Advisors, LLC | $34.7M | 442,403 | 4.29% | 14q | +4.3%+$1.4M |
| BANK OF MONTREAL /CAN/ | $34.2M | 446,661 | 0.01% | 31q | +3.2%+$1.1M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $32.3M | 412,652 | 0.05% | 12q | -20.3%-$8.2M |
| Concurrent Investment Advisors, LLC | $31.5M | 411,458 | 0.27% | 11q | +27.8%+$6.8M |
| Townsend & Associates, Inc | $30.8M | 395,138 | 2.62% | 15q | -0.8%-$233.2K |
| BNP PARIBAS FINANCIAL MARKETS | $29.9M | 390,780 | 0.01% | 9q | +12089.0%+$29.7M |
| IHT Wealth Management, LLC | $29.2M | 381,585 | 0.62% | 16q | -14.3%-$4.9M |
| TD PRIVATE CLIENT WEALTH LLC | $28.3M | 370,014 | 0.52% | 27q | +1.5%+$406.7K |
| Icon Wealth Advisors, LLC | $28.1M | 367,357 | 1.69% | 13q | -42.3%-$20.6M |
| BOKF, NA | $27.7M | 362,180 | 0.38% | 30q | +3.9%+$1.0M |
| Farther Finance Advisors, LLC | $26.9M | 351,408 | 0.21% | 15q | -26.9%-$9.9M |
| AQR CAPITAL MANAGEMENT LLC | $26.9M | 351,113 | 0.01% | 8q | +12.9%+$3.1M |
| NOMURA ASSET MANAGEMENT CO LTD | $26.0M | 339,566 | 0.06% | 14q | +3818.4%+$25.3M |
| One Capital Management, LLC | $25.7M | 345,574 | 0.71% | 15q | HELD |
| INTEGRITY ALLIANCE, LLC. | $25.2M | 329,694 | 0.79% | 7q | -32.8%-$12.3M |
| Atria Investments, Inc | $24.1M | 314,256 | 0.24% | 25q | -54.8%-$29.2M |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $23.9M | 311,956 | 0.26% | 15q | +0.9%+$209.4K |
| PRUDENTIAL FINANCIAL INC | $23.8M | 311,301 | 0.03% | 30q | -41.3%-$16.8M |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-06 | 13G | FMR LLCwith 1 co-filers | 5.6% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 1,215 | $20.5B | 266,888,982 | 80 | 357 | 498 | 0.5% |
| Q1 2026 | 1,222 | $25.4B | 340,784,453 | 98 | 370 | 449 | 0.4% |
| Q4 2025 | 1,197 | $23.3B | 325,581,727 | 99 | 382 | 402 | 0.4% |
| Q3 2025 | 1,075 | $23.3B | 343,050,489 | 93 | 320 | 409 | 0.4% |
| Q2 2025 | 1,031 | $22.3B | 350,240,912 | 100 | 508 | 240 | 0.4% |
| Q1 2025 | 972 | $16.7B | 281,848,863 | 69 | 242 | 461 | 0.5% |
| Q4 2024 | 967 | $16.4B | 312,682,642 | 53 | 434 | 217 | 0.0% |
| Q3 2024 | 909 | $17.2B | 297,353,648 | 89 | 379 | 234 | 0.5% |
| Q2 2024 | 845 | $12.0B | 225,276,088 | 57 | 217 | 413 | 0.0% |
| Q1 2024 | 833 | $15.4B | 282,436,208 | 68 | 201 | 410 | 0.5% |
| Q4 2023 | 823 | $15.5B | 297,998,748 | 66 | 232 | 323 | 0.0% |
| Q3 2023 | 759 | $14.0B | 285,738,096 | 49 | 334 | 200 | 0.0% |
| Q2 2023 | 738 | $12.1B | 246,863,296 | 51 | 255 | 271 | 0.0% |
| Q1 2023 | 708 | $13.0B | 267,183,031 | 57 | 179 | 339 | 0.0% |
| Q4 2022 | 675 | $11.8B | 257,951,327 | 90 | 273 | 187 | 0.0% |
| Q3 2022 | 698 | $11.0B | 284,641,066 | 60 | 203 | 305 | 0.0% |
| Q2 2022 | 716 | $12.6B | 288,542,603 | 61 | 329 | 211 | 0.0% |
| Q1 2022 | 733 | $13.9B | 275,847,334 | 76 | 269 | 243 | 0.0% |
| Q4 2021 | 711 | $14.0B | 277,357,897 | 63 | 321 | 125 | 0.0% |
| Q3 2021 | 620 | $13.1B | 256,827,123 | 55 | 296 | 136 | 0.0% |
| Q2 2021 | 597 | $12.7B | 246,044,303 | 62 | 322 | 104 | 0.0% |
| Q1 2021 | 561 | $10.8B | 212,448,126 | 172 | 188 | 99 | 0.0% |
| Q4 2020 | 406 | $6.1B | 128,054,915 | 49 | 141 | 109 | 0.0% |
| Q3 2020 | 350 | $4.8B | 118,000,709 | 30 | 107 | 135 | 0.0% |
| Q2 2020 | 348 | $4.8B | 119,004,233 | 41 | 110 | 139 | 0.0% |
| Q1 2020 | 350 | $3.5B | 95,387,664 | 33 | 127 | 129 | 0.0% |
| Q4 2019 | 382 | $4.8B | 95,597,228 | 49 | 126 | 103 | 0.0% |
| Q3 2019 | 334 | $4.2B | 87,330,851 | 31 | 109 | 122 | 0.0% |
| Q2 2019 | 327 | $4.6B | 95,124,009 | 21 | 119 | 105 | 0.0% |
| Q1 2019 | 339 | $4.8B | 97,063,304 | 26 | 100 | 127 | 0.0% |
| Q4 2018 | 335 | $4.5B | 99,683,507 | 2 | 10 | 4 | 0.0% |