EFV — ISHARES TR

Ownership history in US BANCORP \DE\ · 86 quarters on record

This page tracks every 13F SEC filing in which US BANCORP \DE\ reported a position in ISHARES TR (EFV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position

1.19% (1999 Q1)

Avg. % of fund

0.43%

First filed

1999 Q1

Last filed

2025 Q4

Quarters held

86

Quarter	Action	Shares	Change	Chg %	% of Fund	Mkt Value	Price (EOQ)
2025 Q4	ADDED	14,206,660	+210,510	+1.5%	1.19%	$1.01B	$71.41
2025 Q3	ADDED	13,996,150	+382,008	+2.8%	1.13%	$949.4M	$66.32
2025 Q2	ADDED	13,614,142	+540,216	+4.1%	1.09%	$864.2M	$62.07
2025 Q1	ADDED	13,073,926	+270,885	+2.1%	1.03%	$770.6M	$56.40

% of Fund (quarterly) EFV price (monthly, adj. close)

Other funds also holding EFV

As of 2025 Q4 — sorted by position size

Bruce G. Allen Investments, LLC 15.69% INTEGRATED CAPITAL MANAGEMENT, INC. 3Y 7Y 13.4% BRAVE ASSET MANAGEMENT INC 3Y 7Y 12.15% hemming& Wealth Management, Inc. 11.33% Covenant Partners, LLC 3Y 7Y 7.95% Valence8 US LP 3Y 7.61% Shum Financial Group, Inc. 7.58% WALLER FINANCIAL PLANNING GROUP, INC 3Y 7Y 7.44% Auto-Owners Insurance Co 3Y 6.88% EQ LLC 3Y 6.79%

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