SEC 13F Intelligence

Janney Montgomery Scott LLC / EFV

Janney Montgomery Scott LLC’s Ishares Tr Position

Does Janney Montgomery Scott LLC own Ishares Tr (EFV)? Yes — 2.70M shares worth $201M (+0.50% of its 13F portfolio) as of Q1 2026, down from 2.70M shares the prior filed quarter.

Position Value
$201M
Q1 2026
Shares
2.70M
% of Portfolio
+0.50%
Quarters Held
28
currently held

Position History EFV

Reported value by quarter
Q4 ’18: $3MQ4 ’18Q3 ’19: $222,000Q4 ’19: $322,000Q1 ’20: $331,000Q2 ’20: $359,000Q2 ’20Q3 ’20: $436,000Q4 ’20: $4MQ1 ’21: $144MQ2 ’21: $169MQ2 ’21Q3 ’21: $167MQ4 ’21: $171MQ1 ’22: $158MQ2 ’22: $142MQ2 ’22Q3 ’22: $101MQ4 ’22: $135MQ1 ’23: $107MQ2 ’23: $107MQ2 ’23Q3 ’23: $149MQ4 ’23: $139MQ1 ’24: $103MQ2 ’24: $66MQ2 ’24Q3 ’24: $169MQ4 ’24: $166MQ1 ’25: $144MQ2 ’25: $212MQ2 ’25Q3 ’25: $211MQ4 ’25: $193MQ1 ’26: $201Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20262.70M$201M+0.50%
Q4 20252.70M$193M+0.44%
Q3 20253.11M$211M+0.50%
Q2 20253.34M$212M+0.55%
Q1 20252.44M$144M+0.41%
Q4 20243.16M$166M+0.46%
Q3 20242.94M$169M+0.47%
Q2 20241.25M$66M+0.20%
Q1 20241.90M$103M+0.31%
Q4 20232.67M$139M+0.45%
Q3 20233.04M$149M+0.55%
Q2 20232.18M$107M+0.37%
Q1 20232.20M$107M+0.44%
Q4 20222.95M$135M+0.53%
Q3 20222.62M$101M+0.43%
Q2 20223.28M$142M+0.64%
Q1 20223.15M$158M+0.68%
Q4 20213.39M$171M+0.66%
Q3 20213.29M$167M+0.72%
Q2 20213.27M$169M+0.75%
Q1 20212.83M$144M+0.70%
Q4 202093.4K$4M+0.02%
Q3 202010.8K$436,0000.00%
Q2 20209.0K$359,0000.00%
Q1 20209.3K$331,0000.00%
Q4 20196.4K$322,0000.00%
Q3 20194.7K$222,0000.00%
Q4 201862.8K$3M+0.03%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Janney Montgomery Scott LLC’s full portfolio or all institutional holders of EFV.