ISHARES TR (EFRA)
Institutional ownership reported to the SEC as of Q2 2026, across 15 quarters.
11
Reporting holders
$2.7M
Reported value
0.0%
Held as options
+2
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $2.2M | 60,500 | 0.00% | 8q | -17.1%-$447.4K |
| Ignite Planners, LLC | $288.2K | 8,037 | 0.04% | 3q | +4.1%+$11.3K |
| ROYAL BANK OF CANADA | $154.0K | 4,306 | 0.00% | 6q | -3.8%-$6.1K |
| Farther Finance Advisors, LLC | $62.9K | 1,758 | 0.00% | new | NEW |
| BANK OF MONTREAL /CAN/ | $24.7K | 691 | 0.00% | 11q | HELD |
| JPMORGAN CHASE & CO | $5.3K | 149 | 0.00% | 2q | +170.9%+$3.3K |
| OSAIC HOLDINGS, INC. | $4.5K | 127 | 0.00% | new | NEW |
| WELLS FARGO & COMPANY/MN | $3.2K | 89 | 0.00% | 2q | -50.0%-$3.2K |
| Smartleaf Asset Management LLC | $2.9K | 81 | 0.00% | 3q | HELD |
| Integrated Wealth Concepts LLC | $1.0K | 28 | 0.00% | new | NEW |
| MORGAN STANLEY | $39 | 1 | 0.00% | new | NEW |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-07-08 | 13G/A | BlackRock Portfolio Management LLC | 37.8% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 11 | $2.7M | 75,767 | 4 | 2 | 3 | 0.0% |
| Q1 2026 | 9 | $3.0M | 87,358 | 3 | 2 | 1 | 0.0% |
| Q4 2025 | 7 | $3.1M | 94,324 | 2 | 3 | 0 | 0.0% |
| Q3 2025 | 6 | $3.0M | 86,770 | 2 | 0 | 2 | 0.0% |
| Q2 2025 | 5 | $3.1M | 91,297 | 1 | 1 | 1 | 0.0% |
| Q1 2025 | 4 | $2.6M | 86,604 | 1 | 1 | 0 | 0.0% |
| Q4 2024 | 4 | $2.5M | 83,693 | 2 | 0 | 1 | 0.0% |
| Q3 2024 | 3 | $3.0M | 89,717 | 0 | 1 | 0 | 0.0% |
| Q2 2024 | 4 | $2.8M | 93,488 | 0 | 2 | 1 | 0.0% |
| Q1 2024 | 5 | $3.2M | 102,036 | 0 | 0 | 5 | 0.0% |
| Q4 2023 | 6 | $3.3M | 112,181 | 2 | 1 | 2 | 0.0% |
| Q3 2023 | 5 | $3.4M | 130,453 | 1 | 0 | 1 | 0.0% |
| Q2 2023 | 4 | $3.7M | 130,539 | 2 | 0 | 2 | 0.0% |
| Q1 2023 | 2 | $4.0M | 145,520 | 0 | 1 | 1 | 0.0% |
| Q4 2022 | 2 | $4.0M | 155,305 | 2 | 0 | 0 | 0.0% |