# Ishares Tr (AGG, DVY, EEM, EFA, FXI, IBB, ICF, IEF, IJH, IJK, IJR, IJS, IJT, IOO, IUSG, IUSV, IVE, IVV, IVW, IWB, IWD, IWF, IWM, IWN, IWO, IWP, IWR, IWS, IWV, IXN, IYF, IYR, IYW, LQD, OEF, SHY, SOXX): who owns it

8 value investors held Ishares Tr in their Q3 2026 13F, led by Matrix Asset Advisors, Polen Capital Management, Omega Family Office (Leon Cooperman)…

## 13F holders

| Manager | Portfolio | Value | Change | Quarters held |
| --- | --- | --- | --- | --- |
| Matrix Asset Advisors | 3.2% | $38.4m | Trimmed -0.5% | 47 |
| Polen Capital Management | 0.7% | $76.6m | Added +52% | 51 |
| Omega Family Office (Leon Cooperman) | 0.2% | $6.0m | Unchanged | 7 |
| Mairs & Power | 0.1% | $15.5m | Added +100% | 53 |
| Vulcan Value Partners | 0.1% | $1.7m | New | 1 |
| Smead Capital Management | 0.0% | $1.1m | Trimmed -7.5% | 8 |
| Davis Selected Advisers | 0.0% | $747k | Trimmed -72% | 9 |
| Harris Associates (Oakmark) | 0.0% | $221k | Added +88% | 6 |
| Wedgewood Partners | 0.0% | $0k | Sold out | 2 |

Source: SEC filings, via moatshark (https://www.moatshark.com/s/efa). Values traded and returns are estimates. Not investment advice. Built 2026-10-21.