ISHARES TR
Historical 13F Holders
Symbol
XOEF
CUSIP
46438G323
All holders as of
Q2 2026
Type
Equity
Class
S&P 500 EX S&P
Reported Value, Excluding Options
Total Shares Held, Excluding Options
Total Filers
13D/G Filers
Latest per filer (1)
All filings (7)
Each filer's latest filing for 46438G323 since 12/18/2024, largest first.
Filer
% of Class
Shares
Form
Filed
BlackRock Portfolio Management LLC
13G/A
52.6%
400,000
13G/A
10/27/2026
↗
Event 9/30/2026
13F Holders by Quarter
Period
Filers
Shares, Excl. Options
Value, Excl. Options
Options Value
2026 Q3
1
278
$8.10 k
$0
2026 Q2
4
408 k
$12.3 M
$0
2026 Q1
2
438 k
$11.6 M
$0
2025 Q4
3
401 k
$10.4 M
$0
2025 Q3
3
433 k
$11.1 M
$0