Security Snapshot

iShares MSCI EAFE Value ETF - COMMON STOCK (EFV) Institutional Ownership

CUSIP: 464288877

13F Institutional Holders and Ownership History from Q1 2014 to Q1 2026

Latest Period

Q1 2026

Institutions Reporting

1,226

Shares (Excl. Options)

332,276,541

Price

$74.35

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Type / Class
Equity / COMMON STOCK
Symbol
EFV
Shares outstanding
395,721,717
Price per share
$75.76
All holders as of 31 Mar 2026
Q1 2026
Total 13F shares
332,276,541
Total reported value
$24,649,977,073
% of total 13F portfolios
0.09%
Share change
+2,614,068
Value change
+$201,561,801
Number of holders
1,226
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Quick Takeaways

  • EFV - iShares MSCI EAFE Value ETF - COMMON STOCK is tracked under CUSIP 464288877.
  • 1226 institutions reported positions in Q1 2026.
  • 1 significant owner is listed from Schedule 13D/13G reporting.

What Changed

  • Holder count moved from 1,223 to 1,226 between Q4 2025 and Q1 2026.
  • Reported value moved from $24,440,828,129 to $24,649,977,073.

Why This Matters

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Source Evidence

Source: SEC Form 13F

Latest holder context comes from 1226 institutions filings for Q1 2026.

Open SEC Evidence

Investment Quick Answers

What is CUSIP 464288877?
CUSIP 464288877 identifies EFV - iShares MSCI EAFE Value ETF - COMMON STOCK in SEC 13F datasets.

Where can I see the latest institutional holders?
Review the Q1 2026 holders report and the ownership history table below.

Significant Owners of iShares MSCI EAFE Value ETF - COMMON STOCK (EFV) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
FMR LLC 3.9% $1,046,830,360 15,433,147 FMR LLC 30 Sep 2025

As of 31 Mar 2026, 1,226 institutional investors reported holding 332,276,541 shares of iShares MSCI EAFE Value ETF - COMMON STOCK (EFV). This represents 84% of the company’s total 395,721,717 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of iShares MSCI EAFE Value ETF - COMMON STOCK (EFV) together control 53% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
ENVESTNET ASSET MANAGEMENT INC 15% 59,658,594 +13% 1.2% $4,435,616,432
LPL Financial LLC 5.3% 20,848,511 +6.7% 0.41% $1,550,086,670
FMR LLC 4.3% 16,987,705 -0.27% 0.07% $1,263,035,893
US BANCORP \DE\ 3.5% 13,973,824 -1.6% 1.3% $1,038,980,225
JPMORGAN CHASE & CO 3.4% 13,400,498 +0.82% 0.07% $969,660,145
MORGAN STANLEY 3% 11,968,015 -0.15% 0.05% $889,822,008
JONES FINANCIAL COMPANIES LLLP 1.9% 7,441,607 +9.9% 0.26% $536,130,715
AMERIPRISE FINANCIAL INC 1.7% 6,885,302 +35% 0.12% $511,904,440
PARK AVENUE SECURITIES LLC 1.5% 5,862,784 -0.77% 3.4% $435,898,000
Auto-Owners Insurance Co 1.2% 4,588,000 0% 7.1% $341,117,800
Envestnet Portfolio Solutions, Inc. 1.1% 4,243,307 -43% 1.7% $315,489,873
MML INVESTORS SERVICES, LLC 0.99% 3,937,150 -12% 0.81% $292,727,079
Cetera Investment Advisers 0.99% 3,915,091 +0.54% 0.31% $291,086,998
ALLIANCEBERNSTEIN L.P. 0.97% 3,823,550 -15% 0.09% $273,039,706
Dynasty Wealth Management, LLC 0.89% 3,522,247 +299% 2.3% $261,879,043
UBS Group AG 0.82% 3,235,923 +9.8% 0.04% $240,590,875
PNC FINANCIAL SERVICES GROUP, INC. 0.77% 3,044,443 +2.9% 0.13% $226,354,322
CWM, LLC 0.77% 3,030,442 -45% 0.59% $225,313,350
RiverFront Investment Group, LLC 0.71% 2,802,917 +9.4% 3.2% $208,396,940
Baird Financial Group, Inc. 0.69% 2,716,112 +1.5% 0.32% $201,942,928
ROYAL BANK OF CANADA 0.68% 2,699,497 -14% 0.04% $200,709,000
Janney Montgomery Scott LLC 0.68% 2,699,024 -0.08% 0.5% $200,672,000
WELLS FARGO & COMPANY/MN 0.64% 2,525,627 -3.1% 0.04% $187,780,351
Bank of New York Mellon Corp 0.63% 2,481,489 +3.7% 0.03% $184,498,654
Hamilton Capital, LLC 0.61% 2,396,415 -28% 9.2% $178,173,426

Institutional Holders of iShares MSCI EAFE Value ETF - COMMON STOCK (EFV) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q1 332,276,541 $24,649,977,073 +$201,561,801 $74.35 1,226
2025 Q4 342,380,959 $24,440,828,129 -$867,930,409 $71.41 1,223
2025 Q3 349,630,826 $23,696,679,877 -$1,401,362,152 $67.83 1,104
2025 Q2 372,579,347 $23,650,765,118 +$4,457,255,944 $63.48 1,054
2025 Q1 303,315,948 $17,871,448,878 -$1,817,034,955 $58.94 998
2024 Q4 337,693,650 $17,730,986,385 +$1,220,003,855 $52.47 1,005
2024 Q3 310,183,091 $17,837,368,535 +$4,354,625,521 $57.53 949
2024 Q2 232,361,620 $12,336,700,411 -$2,264,800,637 $53.04 889
2024 Q1 273,435,373 $14,871,232,851 -$1,369,006,375 $54.40 884
2023 Q4 300,148,200 $15,616,214,615 -$836,433,342 $52.10 887
2023 Q3 313,863,622 $15,354,141,653 +$1,685,102,479 $48.93 824
2023 Q2 269,651,498 $13,197,560,790 -$461,696,351 $48.94 805
2023 Q1 277,925,846 $13,484,682,352 -$800,452,170 $48.53 789
2022 Q4 293,390,249 $13,471,273,549 +$393,173,294 $45.88 791
2022 Q3 284,388,627 $10,978,169,309 -$141,709,062 $38.53 684
2022 Q2 286,665,438 $12,478,716,871 +$519,747,894 $43.40 703
2022 Q1 275,603,452 $13,855,114,964 -$62,116,111 $50.26 726
2021 Q4 277,114,193 $13,974,277,870 +$585,083,596 $50.39 701
2021 Q3 255,857,257 $13,035,266,278 +$821,883,086 $50.85 607
2021 Q2 245,100,973 $12,715,529,144 +$1,705,370,044 $51.76 587
2021 Q1 211,779,577 $10,814,168,784 +$4,306,771,979 $50.97 553
2020 Q4 126,672,295 $6,006,208,364 +$372,709,847 $47.20 400
2020 Q3 112,311,788 $4,518,591,203 -$43,798,241 $40.35 346
2020 Q2 113,298,249 $4,516,401,469 +$957,495,164 $39.97 342
2020 Q1 89,171,044 $3,181,173,244 -$67,431,151 $35.69 342
2019 Q4 95,572,090 $4,780,681,039 +$381,476,620 $49.93 381
2019 Q3 87,302,785 $4,159,408,258 -$371,636,036 $47.37 331
2019 Q2 95,103,004 $4,592,188,130 -$88,186,976 $48.07 325
2019 Q1 96,949,771 $4,756,035,384 -$393,043,003 $48.88 333
2018 Q4 99,361,023 $4,493,725,554 +$511,692,714 $45.22 331
2018 Q3 86,526,558 $4,491,771,576 +$710,850,768 $51.92 308
2018 Q2 72,926,330 $3,742,545,153 -$914,538,101 $51.34 311
2018 Q1 90,389,472 $4,931,595,242 +$221,934,927 $54.55 318
2017 Q4 86,243,966 $4,761,664,142 +$345,493,848 $55.20 301
2017 Q3 78,805,240 $4,300,728,434 +$433,250,178 $54.60 258
2017 Q2 70,984,042 $3,669,640,208 +$206,158,034 $51.70 248
2017 Q1 67,093,196 $3,375,521,124 +$394,790,035 $50.30 236
2016 Q4 65,317,738 $3,086,753,339 +$1,127,260,443 $47.25 223
2016 Q3 40,893,893 $1,887,541,355 +$11,473,967 $46.16 188
2016 Q2 40,717,353 $1,748,546,152 +$206,155,716 $42.94 185
2016 Q1 35,749,998 $1,603,630,484 -$67,020,198 $44.86 189
2015 Q4 37,164,787 $1,729,412,825 +$162,589,436 $46.52 190
2015 Q3 34,031,505 $1,575,405,473 +$16,961,178 $46.29 177
2015 Q2 33,794,553 $1,768,676,125 +$86,896,799 $52.33 185
2015 Q1 32,085,495 $1,709,635,559 +$42,978,952 $53.28 177
2014 Q4 31,379,244 $1,601,216,852 +$26,474,353 $51.03 175
2014 Q3 30,125,699 $1,646,859,851 +$42,905,406 $54.67 163
2014 Q2 29,250,587 $1,713,292,896 +$170,210,807 $58.57 164
2014 Q1 26,365,991 $1,517,994,630 -$21,674,193 $57.58 155
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