ISHARES TR

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EFV·464288877·US·ETF-13D/G

EFV (ISHARES TR) is held by 143 institutional investors as of Q2 2026. Largest holders: ENVESTNET ASSET MANAGEMENT INC ($2.5B), FMR LLC ($1.3B), US BANCORP \DE\ ($1.1B). Net institutional sentiment: Mixed.

143

Holders

(24 Elite)

$14.5B

Total Value

41% (145)

Consensus

60 buying - 85 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)77

Insider (Form 4)84

Activist (13D/13G)74

Congressional (STOCK Act)66

Holder Quality

20

★★★★★

Elite

42

★★★★

Strong

28

★★★

Solid

66

★★

Below

27

★

Weak

Held by 143 funds

24 elite

Who's Trading

Source dates: Price Oct 16, 2026 · Insiders none · Activists Aug 6, 2026 · Congress none

ActivistFMR LLC5.6%Aug 6, 2026

ActivistFMR LLC3.9%Nov 5, 2025

View all activist filings

Top Holders

Top Holders (143)History

AllNewIncreasedHeldDecreasedExitedFirst report

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
ENVESTNET ASSET MANAGEMENT INC	Decreased	32.3M(-45.9%)	$2.5B	0.6%	+47.22%	0
FMR LLC	Increased	17.4M(+2.6%)	$1.3B	0.1%	+81.44%	33
US BANCORP \DE\	Increased	14.1M(+1.2%)	$1.1B	1.2%	+85.47%	51
LPL Financial LLC	Decreased	13.5M(-35.3%)	$1B	0.2%	+50.17%	0
JPMORGAN CHASE & CO	Decreased	10.8M(-19.3%)	$828M	0.0%	+45.95%	0
BANK OF AMERICA CORP /DE/	Decreased	9.6M(-7.5%)	$732.7M	0.0%	+60.61%	0
MORGAN STANLEY	Decreased	9.2M(-22.8%)	$706.9M	0.0%	+51.36%	0
JONES FINANCIAL COMPANIES LLLP	Increased	7.5M(+1.4%)	$574.2M	0.2%	+111.03%	38
Dynasty Wealth Management, LLC	Increased	4.7M(+33.4%)	$359.7M	2.7%	+14.00%	68
AMERIPRISE FINANCIAL INC	Decreased	4.5M(-34.1%)	$347.3M	0.1%	+42.24%	0
ALLIANCEBERNSTEIN L.P.	Increased	4.2M(+9.9%)	$312.3M	0.1%	+71.85%	41
UBS Group AG	Decreased	3.1M(-5.4%)	$234.4M	0.0%	+79.84%	0
PNC FINANCIAL SERVICES GROUP, INC.	Decreased	2.9M(-5.0%)	$221.4M	0.1%	+120.43%	0
Baird Financial Group, Inc.	Decreased	2.7M(-1.7%)	$204.4M	0.3%	+69.72%	0
MML INVESTORS SERVICES, LLC	Decreased	2.6M(-33.6%)	$200.2M	0.4%	+50.45%	0
ROYAL BANK OF CANADA	Decreased	2.4M(-10.4%)	$185.2M	0.0%	+44.88%	0
WELLS FARGO & COMPANY/MN	Decreased	2.2M(-13.1%)	$168M	0.0%	+83.41%	0
Cetera Investment Advisers	Decreased	2.1M(-45.7%)	$162.8M	0.1%	+53.93%	0
RAYMOND JAMES FINANCIAL INC	Decreased	2.1M(-5.2%)	$159.8M	0.0%	+42.22%	0
BlackRock, Inc.	Decreased	2M(-13.2%)	$149.3M	0.0%	+45.19%	0

Showing 1-20 of 150

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EFVISHARES TR

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer