# ISHARES TR (XOEF)

> Institutional ownership reported to the SEC as of Q2 2026, from Form 13F filings. Source: https://holderbook.com/stocks/XOEF/

- Reporting holders: 4
- Reported value: $12.3M
- 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 |
|---|---|---|---|---|
| [BlackRock, Inc.](https://holderbook.com/funds/2012383-blackrock-inc/) | $12.1M | 400,000 | 0.0% | 4 |
| [HARBOUR INVESTMENTS, INC.](https://holderbook.com/funds/810121-harbour-investments-inc/) | $223.3K | 7,402 | 0.0% | 1 |
| [Concord Wealth Partners](https://holderbook.com/funds/1814214-concord-wealth-partners/) | $8.4K | 277 | 0.0% | 1 |
| [UBS Group AG](https://holderbook.com/funds/1610520-ubs-group-ag/) | $121 | 4 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 4 | $12.3M |
| Q1 2026 | 2 | $11.6M |
| Q4 2025 | 3 | $10.4M |
| Q3 2025 | 3 | $11.1M |