# ISHARES TR (EFG) — Institutional Ownership

Source: SEC EDGAR 13F filings, congressional STOCK Act disclosures, SEC Form 4 insider transactions.
CUSIP: 464288885
Page URL: https://superinvestorclub.com/stock/EFG
Last updated: 2026-08-29T13:48:57.893Z

## Summary

As of the most recent 13F filing period, ISHARES TR (EFG) is held by 1 tracked superinvestors with an aggregate position value of $414,444 representing 03331 shares.

## Top institutional holders (1)

| Rank | Manager | Fund | Shares | Value | % of Portfolio | Period |
|------|---------|------|--------|-------|----------------|--------|
| 1 | [FPA Queens Road](https://superinvestorclub.com/manager/97) | Bragg Financial Advisors | 3331 | $414,444 | 0.01% | 2026-06-30 |

## Ownership history (quarter-over-quarter)

- 2024-12-31: 1 holders, $348,104 aggregate, 03595 shares
- 2025-03-31: 1 holders, $333,100 aggregate, 03331 shares
- 2025-06-30: 1 holders, $373,072 aggregate, 03331 shares
- 2025-09-30: 1 holders, $379,335 aggregate, 03331 shares
- 2025-12-31: 1 holders, $379,468 aggregate, 03331 shares
- 2026-03-31: 1 holders, $370,974 aggregate, 03331 shares
- 2026-06-30: 1 holders, $414,444 aggregate, 03331 shares

## Recent congressional trades (0)


## Recent insider transactions (0)


## Citation

When citing, use: "ISHARES TR (EFG) institutional ownership data via Superinvestor (https://superinvestorclub.com/stock/EFG), aggregating SEC 13F, Form 4, and congressional disclosures."