# ISHARES TR (EFAV)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/EFAV/

- Reporting holders: 28
- Reported value: $20.3M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $4.5M | 49,633 | 0.1% | 26 |
| [Prism Advisors, Inc.](https://holderbook.com/funds/1717027-prism-advisors-inc/) | $2.8M | 30,195 | 0.7% | 26 |
| [McNaughton Wealth Management, LLC](https://holderbook.com/funds/1802691-mcnaughton-wealth-management-llc/) | $1.8M | 20,079 | 0.6% | 28 |
| [Harpswell Capital Advisors, LLC](https://holderbook.com/funds/1806630-harpswell-capital-advisors-llc/) | $1.8M | 19,856 | 1.2% | 1 |
| [Breakwater Capital Group](https://holderbook.com/funds/1964309-breakwater-capital-group/) | $1.7M | 18,880 | 0.2% | 16 |
| [Peterson Wealth Advisors, LLC](https://holderbook.com/funds/1713558-peterson-wealth-advisors-llc/) | $1.5M | 16,039 | 0.2% | 32 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $1.0M | 11,194 | 0.1% | 13 |
| [Shira Ridge Wealth Management](https://holderbook.com/funds/1961210-shira-ridge-wealth-management/) | $1.0M | 11,064 | 0.4% | 16 |
| [TOMPKINS FINANCIAL CORP](https://holderbook.com/funds/1005817-tompkins-financial-corp/) | $880.9K | 9,668 | 0.1% | 31 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $766.1K | 8,408 | 0.0% | 16 |
| [Insight Wealth Strategies, LLC](https://holderbook.com/funds/1749914-insight-wealth-strategies-llc/) | $380.9K | 4,180 | 0.0% | 32 |
| [Veery Capital, LLC](https://holderbook.com/funds/1844375-veery-capital-llc/) | $315.3K | 3,460 | 0.1% | 7 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $287.7K | 3,152 | 0.0% | 6 |
| [First Citizens Financial Corp](https://holderbook.com/funds/1800597-first-citizens-financial-corp/) | $286.4K | 3,143 | 0.1% | 14 |
| [Invariant Investment Management](https://holderbook.com/funds/1850871-invariant-investment-management/) | $265.7K | 2,921 | 0.2% | 3 |
| [Apeiron RIA LLC](https://holderbook.com/funds/1801846-apeiron-ria-llc/) | $255.4K | 2,822 | 0.1% | 1 |
| [Graves Light Lenhart Wealth, Inc.](https://holderbook.com/funds/1759803-graves-light-lenhart-wealth-inc/) | $234.5K | 2,574 | 0.0% | 6 |
| [Balefire, LLC](https://holderbook.com/funds/1750924-balefire-llc/) | $231.7K | 2,543 | 0.0% | 1 |
| [Noble Wealth Management PBC](https://holderbook.com/funds/2055065-noble-wealth-management-pbc/) | $76.6K | 841 | 0.0% | 7 |
| [ELEVATION WEALTH PARTNERS, LLC](https://holderbook.com/funds/1976256-elevation-wealth-partners-llc/) | $55.9K | 614 | 0.0% | 15 |
| [Bullock Wealth Management Group](https://holderbook.com/funds/2067581-bullock-wealth-management-group/) | $37.5K | 414 | 0.0% | 11 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $37.5K | 411 | 0.0% | 11 |
| [Wealth Enhancement Trust Services, Inc.](https://holderbook.com/funds/2067696-wealth-enhancement-trust-services-inc/) | $29.1K | 319 | 0.0% | 4 |
| [FIRST COMMUNITY TRUST NA](https://holderbook.com/funds/1130344-first-community-trust-na/) | $17.1K | 188 | 0.0% | 4 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $11.0K | 121 | 0.0% | 10 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 28 | $20.3M |
| Q2 2026 | 534 | $3.7B |
| Q1 2026 | 543 | $3.9B |
| Q4 2025 | 538 | $3.6B |
| Q3 2025 | 518 | $3.6B |
| Q2 2025 | 518 | $3.8B |
| Q1 2025 | 486 | $3.3B |
| Q4 2024 | 476 | $4.4B |
| Q3 2024 | 476 | $5.0B |
| Q2 2024 | 469 | $5.2B |
| Q1 2024 | 466 | $6.1B |
| Q4 2023 | 486 | $6.3B |