12 institutions reported holding $2.7M of ISHARES TR (EFRA) in SEC 13F filings for 2026-06-30. Largest institutional holders: BlackRock, Inc. ($2.2M), Ignite Planners, LLC ($288,245), Royal Bank of Canada ($154,000), Farther Finance Advisors, LLC ($62,905), BANK OF MONTREAL /CAN/ ($24,730). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | BlackRock, Inc. | $2.2M | 60,500 | Trimmed |
| 2 | Ignite Planners, LLC | $288,245 | 8,037 | Added |
| 3 | Royal Bank of Canada | $154,000 | 4,306 | Trimmed |
| 4 | Farther Finance Advisors, LLC | $62,905 | 1,758 | New |
| 5 | BANK OF MONTREAL /CAN/ | $24,730 | 691 | Hold |
| 6 | JPMORGAN CHASE & CO | $5,304 | 149 | Added |
| 7 | OSAIC HOLDINGS, INC. | $4,545 | 127 | New |
| 8 | WELLS FARGO & COMPANY/MN | $3,185 | 89 | Hold |
| 9 | Smartleaf Asset Management LLC | $2,914 | 81 | Hold |
| 10 | Integrated Wealth Concepts LLC | $1,002 | 28 | New |
| 11 | MORGAN STANLEY | $39 | 1 | New |
| 12 | HOWE & RUSLING INC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30