iSHARES TRUST - EFRA
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Reduced | 73,000 | 2,507 | 0.0% | 0.0% | 1 | -10,000 | -12.05% | Q1 2026 | May 13, 2026 |
| Ignite Planners, LLC | History | Added to | 7,721 | 265 | 0.04% | 0.04% | 2 | +196 | 2.6% | Q1 2026 | Apr 17, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 4,477 | 154 | 0.0% | 0.0% | 3 | +1,662 | 59.04% | Q1 2026 | May 15, 2026 |
| HOWE & RUSLING INC | History | New | 1,041 | 35 | 0.0% | — | 4 | +1,041 | New | Q1 2026 | Apr 28, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 691 | 23 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | New | 89 | 3 | 0.0% | — | 6 | +89 | New | Q1 2026 | May 11, 2026 |
| Sunbelt Securities, Inc. | History | No change | 114 | 3 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Smartleaf Asset Management LLC | History | No change | 81 | 2 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | New | 55 | 1 | 0.0% | — | 9 | +55 | New | Q1 2026 | May 13, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -98 | -100.0% | Q1 2026 | May 05, 2026 |