# ISHARES U S ETF TR (IEFN)

> Institutional ownership reported to the SEC as of Q2 2022, from Form 13F filings. Source: https://holderbook.com/stocks/IEFN/

- Reporting holders: 10
- Reported value: $3.1M
- 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 |
|---|---|---|---|---|
| [BlackRock Inc.](https://holderbook.com/funds/1364742-blackrock-inc/) | $1.2M | 45,000 | 0.0% | 15 |
| [Tower Research Capital LLC (TRC)](https://holderbook.com/funds/1533421-tower-research-capital-llc-trc/) | $459.0K | 16,632 | 0.0% | 1 |
| [HOLDERNESS INVESTMENTS CO](https://holderbook.com/funds/1184820-holderness-investments-co/) | $436.0K | 15,826 | 0.2% | 4 |
| [ENVESTNET ASSET MANAGEMENT INC](https://holderbook.com/funds/1407543-envestnet-asset-management-inc/) | $324.0K | 11,734 | 0.0% | 3 |
| [SYNOVUS FINANCIAL CORP](https://holderbook.com/funds/18349-synovus-financial-corp/) | $312.0K | 11,332 | 0.0% | 3 |
| [Sanford Advisory Services, LLC](https://holderbook.com/funds/1932496-sanford-advisory-services-llc/) | $295.0K | 10,680 | 0.1% | 2 |
| [ADVISOR GROUP HOLDINGS, INC.](https://holderbook.com/funds/1677044-advisor-group-holdings-inc/) | $20.0K | 722 | 0.0% | 5 |
| [HARBOR INVESTMENT ADVISORY, LLC](https://holderbook.com/funds/1468792-harbor-investment-advisory-llc/) | $19.0K | 674 | 0.0% | 6 |
| [Financial Perspectives, Inc](https://holderbook.com/funds/2003287-financial-perspectives-inc/) | $6.5K | 235 | 0.0% | 8 |
| [SOA Wealth Advisors, LLC.](https://holderbook.com/funds/1849444-soa-wealth-advisors-llc/) | $6.0K | 226 | 0.0% | 7 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2022 | 10 | $3.1M |
| Q1 2022 | 11 | $4.1M |
| Q4 2021 | 12 | $3.1M |
| Q3 2021 | 10 | $2.0M |
| Q2 2021 | 10 | $1.7M |
| Q1 2021 | 9 | $2.4M |
| Q4 2020 | 7 | $2.9M |
| Q3 2020 | 4 | $2.6M |
| Q2 2020 | 3 | $2.7M |
| Q1 2020 | 4 | $2.7M |
| Q4 2019 | 4 | $4.4M |
| Q3 2019 | 2 | $3.9M |