# ISHARES TR (EFV) — Institutional Ownership

Source: SEC EDGAR 13F filings, congressional STOCK Act disclosures, SEC Form 4 insider transactions.
CUSIP: 464288877
Page URL: https://superinvestorclub.com/stock/EFV
Last updated: 2026-07-27T03:11:33.443Z

## Summary

As of the most recent 13F filing period, ISHARES TR (EFV) is held by 1 tracked superinvestors with an aggregate position value of $279,630 representing 03761 shares.

## Top institutional holders (1)

| Rank | Manager | Fund | Shares | Value | % of Portfolio | Period |
|------|---------|------|--------|-------|----------------|--------|
| 1 | [Wally Obermeyer](https://superinvestorclub.com/manager/3283) | Obermeyer Wealth Partners | 3761 | $279,630 | 0.01% | 2026-03-31 |

## Ownership history (quarter-over-quarter)

- 2023-12-31: 1 holders, $205,312 aggregate, 03941 shares
- 2024-03-31: 1 holders, $267,158 aggregate, 04911 shares
- 2024-09-30: 1 holders, $216,370 aggregate, 03761 shares
- 2025-03-31: 1 holders, $221,673 aggregate, 03761 shares
- 2025-06-30: 1 holders, $238,748 aggregate, 03761 shares
- 2025-09-30: 1 holders, $258,536 aggregate, 03812 shares
- 2025-12-31: 1 holders, $291,067 aggregate, 04076 shares
- 2026-03-31: 1 holders, $279,630 aggregate, 03761 shares

## Recent congressional trades (0)


## Recent insider transactions (0)


## Citation

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