# ISHARES TR (EFG)

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

- Reporting holders: 59
- Reported value: $145.5M
- 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 |
|---|---|---|---|---|
| [WALLER FINANCIAL PLANNING GROUP, INC](https://holderbook.com/funds/1736079-waller-financial-planning-group-inc/) | $28.0M | 233,873 | 5.7% | 32 |
| [RTD Financial Advisors, Inc.](https://holderbook.com/funds/1810555-rtd-financial-advisors-inc/) | $21.5M | 179,564 | 2.4% | 20 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $16.8M | 140,173 | 0.1% | 16 |
| [Aventus Investment Advisors, Inc.](https://holderbook.com/funds/2093055-aventus-investment-advisors-inc/) | $11.7M | 97,577 | 8.5% | 6 |
| [SigFig Wealth Management, LLC](https://holderbook.com/funds/1696957-sigfig-wealth-management-llc/) | $5.9M | 49,023 | 0.1% | 26 |
| [McNaughton Wealth Management, LLC](https://holderbook.com/funds/1802691-mcnaughton-wealth-management-llc/) | $5.5M | 46,225 | 1.9% | 3 |
| [Breakwater Capital Group](https://holderbook.com/funds/1964309-breakwater-capital-group/) | $5.2M | 43,543 | 0.6% | 16 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $5.1M | 42,967 | 0.1% | 9 |
| [Dominguez Wealth Management Solutions, Inc.](https://holderbook.com/funds/1881335-dominguez-wealth-management-solutions-inc/) | $5.0M | 41,501 | 2.8% | 16 |
| [DIVERSIFIED MANAGEMENT INC](https://holderbook.com/funds/922372-diversified-management-inc/) | $5.0M | 41,319 | 0.9% | 4 |
| [Apeiron RIA LLC](https://holderbook.com/funds/1801846-apeiron-ria-llc/) | $3.8M | 32,110 | 0.9% | 20 |
| [Retirement Wealth Solutions LLC](https://holderbook.com/funds/2044741-retirement-wealth-solutions-llc/) | $3.3M | 27,725 | 1.8% | 8 |
| [Barden Capital Management, Inc.](https://holderbook.com/funds/1906798-barden-capital-management-inc/) | $2.4M | 20,041 | 2.2% | 6 |
| [Balefire, LLC](https://holderbook.com/funds/1750924-balefire-llc/) | $2.4M | 19,638 | 0.4% | 3 |
| [MARKET STREET WEALTH MANAGEMENT ADVISORS LLC](https://holderbook.com/funds/1767601-market-street-wealth-management-advisors-llc/) | $2.1M | 17,682 | 0.3% | 16 |
| [MKD WEALTH COACHES, LLC](https://holderbook.com/funds/1536549-mkd-wealth-coaches-llc/) | $2.1M | 17,279 | 1.7% | 14 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $1.7M | 13,779 | 0.0% | 19 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $1.3M | 11,020 | 0.0% | 26 |
| [First Heartland Consultants, Inc.](https://holderbook.com/funds/1428793-first-heartland-consultants-inc/) | $1.3M | 10,660 | 0.1% | 2 |
| [First Citizens Financial Corp](https://holderbook.com/funds/1800597-first-citizens-financial-corp/) | $1.2M | 9,667 | 0.5% | 22 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $1.1M | 8,871 | 0.0% | 1 |
| [Taylor & Morgan Wealth Management, LLC](https://holderbook.com/funds/1844266-taylor-morgan-wealth-management-llc/) | $983.7K | 8,209 | 0.5% | 12 |
| [COLLECTIVE FAMILY OFFICE LLC](https://holderbook.com/funds/1845066-collective-family-office-llc/) | $971.8K | 8,110 | 0.2% | 24 |
| [Asempa Wealth Advisors](https://holderbook.com/funds/2099967-asempa-wealth-advisors/) | $918.0K | 7,699 | 0.7% | 4 |
| [Central Pacific Bank - Trust Division](https://holderbook.com/funds/2020066-central-pacific-bank-trust-division/) | $804.7K | 6,715 | 0.1% | 4 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 59 | $145.5M |
| Q2 2026 | 1,066 | $19.2B |
| Q1 2026 | 1,013 | $12.5B |
| Q4 2025 | 979 | $7.3B |
| Q3 2025 | 977 | $7.8B |
| Q2 2025 | 991 | $11.4B |
| Q1 2025 | 969 | $10.9B |
| Q4 2024 | 990 | $20.3B |
| Q3 2024 | 914 | $15.0B |
| Q2 2024 | 872 | $14.5B |
| Q1 2024 | 851 | $12.1B |
| Q4 2023 | 845 | $10.3B |