ISHARES TR (XOEF)
Institutional ownership reported to the SEC as of Q2 2026, across 4 quarters.
4
Reporting holders
$12.3M
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. | $12.1M | 400,000 | 0.00% | 4q | HELD |
| HARBOUR INVESTMENTS, INC. | $223.3K | 7,402 | 0.00% | new | NEW |
| Concord Wealth Partners | $8.4K | 277 | 0.00% | new | NEW |
| UBS Group AG | $121 | 4 | 0.00% | new | NEW |
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 | 4 | $12.3M | 407,683 | 3 | 0 | 0 | 0.0% |
| Q1 2026 | 2 | $11.6M | 438,268 | 0 | 1 | 0 | 0.0% |
| Q4 2025 | 3 | $10.4M | 401,479 | 1 | 0 | 1 | 0.0% |
| Q3 2025 | 3 | $11.1M | 432,927 | 3 | 0 | 0 | 0.0% |