Ishr MSCI Emm Val FTREVLUETF
13F holders, Q1 2026 (March 31)4holders +2
1new positions
0sold out
1famous investor
$33.48avg. 13F price*
At the end of Q1 2026, 4 institutions reported holding Ishr MSCI Emm Val FTR (EVLU) in their 13F filings, up 2 from Q4 2025. 1 opened new positions and 0 sold out. The largest holders were BlackRock, Inc. ($2.2M), Citadel Advisors ($811K) and Goldman Sachs Group Inc. ($245K). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Ishr MSCI Emm Val FTR
- Filed as
- ISHARES TR (Q1 2026)
- CUSIP
- 46438G208
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $245K |
| Exits | 0 | $0 |
All 13F filers, Q4 2025 → Q1 2026: 22,987 shares bought and 58,000 shares sold, net −35,013 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| BlackRock, Inc. | 0.00% | Reduce -46.8% | 66,000 | $2.2M |
| Citadel Advisors | 0.00% | Add +182.8% | 24,218 | $811K |
| Goldman Sachs Group Inc. | 0.00% | New | 7,331 | $245K |
| Intentional Wealth Strategies, LLC | 0.02% | — | 538 | $18K |
"% of holder's portfolio" is EVLU's weight in each manager's 13F, not the share of Ishr MSCI Emm Val FTR the manager owns.