5 institutions reported holding $12.3M of ISHARES TR (XOEF) in SEC 13F filings for 2026-06-30. Largest institutional holders: BlackRock, Inc. ($12.1M), HARBOUR INVESTMENTS, INC. ($223,305), Concord Wealth Partners ($8,370), UBS Group AG ($121), Tower Research Capital LLC (TRC) ($0). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | BlackRock, Inc. | $12.1M | 400,000 | Hold |
| 2 | HARBOUR INVESTMENTS, INC. | $223,305 | 7,402 | New |
| 3 | Concord Wealth Partners | $8,370 | 277 | New |
| 4 | UBS Group AG | $121 | 4 | New |
| 5 | Tower Research Capital LLC (TRC) | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30