# ISHARES TR (EFV)

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

- Reporting holders: 70
- Reported value: $388.5M
- 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 |
|---|---|---|---|---|
| [Hamilton Capital, LLC](https://holderbook.com/funds/1646639-hamilton-capital-llc/) | $188.4M | 2,380,631 | 10.6% | 6 |
| [WALLER FINANCIAL PLANNING GROUP, INC](https://holderbook.com/funds/1736079-waller-financial-planning-group-inc/) | $43.5M | 549,236 | 8.8% | 32 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $26.1M | 329,452 | 0.2% | 16 |
| [INTEGRATED CAPITAL MANAGEMENT, INC.](https://holderbook.com/funds/1608826-integrated-capital-management-inc/) | $22.0M | 278,334 | 15.8% | 14 |
| [RTD Financial Advisors, Inc.](https://holderbook.com/funds/1810555-rtd-financial-advisors-inc/) | $12.4M | 156,174 | 1.4% | 20 |
| [Central Pacific Bank - Trust Division](https://holderbook.com/funds/2020066-central-pacific-bank-trust-division/) | $11.9M | 150,427 | 1.3% | 4 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $8.8M | 113,348 | 0.1% | 26 |
| [Montecito Bank & Trust](https://holderbook.com/funds/1422508-montecito-bank-trust/) | $7.6M | 96,467 | 1.2% | 15 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $7.0M | 88,680 | 0.2% | 9 |
| [ROCKLAND TRUST CO](https://holderbook.com/funds/84616-rockland-trust-co/) | $5.9M | 73,988 | 0.2% | 16 |
| [MARKET STREET WEALTH MANAGEMENT ADVISORS LLC](https://holderbook.com/funds/1767601-market-street-wealth-management-advisors-llc/) | $4.7M | 59,940 | 0.7% | 23 |
| [COLLECTIVE FAMILY OFFICE LLC](https://holderbook.com/funds/1845066-collective-family-office-llc/) | $4.5M | 56,937 | 0.9% | 24 |
| [McNaughton Wealth Management, LLC](https://holderbook.com/funds/1802691-mcnaughton-wealth-management-llc/) | $4.5M | 56,605 | 1.6% | 7 |
| [Retirement Wealth Solutions LLC](https://holderbook.com/funds/2044741-retirement-wealth-solutions-llc/) | $4.4M | 55,643 | 2.3% | 8 |
| [Apeiron RIA LLC](https://holderbook.com/funds/1801846-apeiron-ria-llc/) | $4.4M | 56,354 | 1.0% | 20 |
| [SigFig Wealth Management, LLC](https://holderbook.com/funds/1696957-sigfig-wealth-management-llc/) | $3.4M | 42,505 | 0.1% | 23 |
| [CogentBlue Wealth Advisors, LLC](https://holderbook.com/funds/2054047-cogentblue-wealth-advisors-llc/) | $2.4M | 30,912 | 2.3% | 8 |
| [Breakwater Capital Group](https://holderbook.com/funds/1964309-breakwater-capital-group/) | $2.4M | 29,905 | 0.3% | 16 |
| [Asempa Wealth Advisors](https://holderbook.com/funds/2099967-asempa-wealth-advisors/) | $2.3M | 29,401 | 1.7% | 4 |
| [Factor Wealth Management LTD](https://holderbook.com/funds/2055816-factor-wealth-management-ltd/) | $2.1M | 25,960 | 0.3% | 8 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $1.6M | 20,763 | 0.0% | 23 |
| [Balefire, LLC](https://holderbook.com/funds/1750924-balefire-llc/) | $1.5M | 19,454 | 0.2% | 4 |
| [First Citizens Financial Corp](https://holderbook.com/funds/1800597-first-citizens-financial-corp/) | $1.5M | 19,107 | 0.6% | 21 |
| [Hardin Capital Partners, LLC](https://holderbook.com/funds/2033094-hardin-capital-partners-llc/) | $1.2M | 14,741 | 0.6% | 10 |
| [First Heartland Consultants, Inc.](https://holderbook.com/funds/1428793-first-heartland-consultants-inc/) | $1.1M | 14,507 | 0.1% | 18 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 70 | $388.5M |
| Q2 2026 | 1,253 | $24.1B |
| Q1 2026 | 1,262 | $26.4B |
| Q4 2025 | 1,236 | $24.6B |
| Q3 2025 | 1,115 | $24.9B |
| Q2 2025 | 1,073 | $24.1B |
| Q1 2025 | 1,015 | $18.2B |
| Q4 2024 | 1,014 | $23.5B |
| Q3 2024 | 957 | $18.7B |
| Q2 2024 | 900 | $12.8B |
| Q1 2024 | 892 | $16.6B |
| Q4 2023 | 894 | $16.8B |