# ISHARES TR (IEF)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/IEF/

- Reporting holders: 60
- Reported value: $390.2M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [EASTERN BANK](https://holderbook.com/funds/1126395-eastern-bank/) | $120.3M | 1,346,447 | 1.8% | 9 |
| [ARMSTRONG ADVISORY GROUP, INC](https://holderbook.com/funds/1932952-armstrong-advisory-group-inc/) | $55.6M | 623,109 | 3.4% | 16 |
| [Beacon Wealthcare LLC](https://holderbook.com/funds/1849336-beacon-wealthcare-llc/) | $38.4M | 430,508 | 12.2% | 23 |
| [FIRST FINANCIAL BANK - TRUST DIVISION](https://holderbook.com/funds/1315339-first-financial-bank-trust-division/) | $35.4M | 396,411 | 2.6% | 13 |
| [Invariant Investment Management](https://holderbook.com/funds/1850871-invariant-investment-management/) | $26.3M | 295,577 | 15.2% | 4 |
| [TITLEIST ASSET MANAGEMENT, LLC](https://holderbook.com/funds/1977759-titleist-asset-management-llc/) | $16.9M | 189,320 | 1.1% | 10 |
| [Silverleafe Capital Partners, LLC](https://holderbook.com/funds/1535611-silverleafe-capital-partners-llc/) | $15.9M | 177,759 | 4.5% | 1 |
| [Strategic Financial Group, LLC](https://holderbook.com/funds/2131286-strategic-financial-group-llc/) | $9.1M | 102,205 | 8.8% | 3 |
| [Pacific Wealth Management](https://holderbook.com/funds/1852338-pacific-wealth-management/) | $9.1M | 101,981 | 4.0% | 6 |
| [Acropolis Investment Management, LLC](https://holderbook.com/funds/1318601-acropolis-investment-management-llc/) | $6.0M | 67,080 | 0.2% | 8 |
| [Ballew Advisors, Inc](https://holderbook.com/funds/1729096-ballew-advisors-inc/) | $5.8M | 65,561 | 2.9% | 32 |
| [Wealth Enhancement Trust Services, Inc.](https://holderbook.com/funds/2067696-wealth-enhancement-trust-services-inc/) | $5.6M | 62,363 | 0.6% | 4 |
| [Whalen Wealth Management Inc.](https://holderbook.com/funds/1894447-whalen-wealth-management-inc/) | $4.6M | 51,374 | 2.0% | 2 |
| [Capital Advisors Wealth Management, LLC](https://holderbook.com/funds/1824700-capital-advisors-wealth-management-llc/) | $4.1M | 45,581 | 0.5% | 8 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $3.9M | 43,430 | 0.0% | 16 |
| [Insight Wealth Strategies, LLC](https://holderbook.com/funds/1749914-insight-wealth-strategies-llc/) | $3.2M | 36,078 | 0.3% | 14 |
| [Biltmore Wealth Management, LLC](https://holderbook.com/funds/1598102-biltmore-wealth-management-llc/) | $3.2M | 35,414 | 1.0% | 21 |
| [LWM ADVISORS INC](https://holderbook.com/funds/2067328-lwm-advisors-inc/) | $2.9M | 32,423 | 2.2% | 8 |
| [Boltwood Capital Management](https://holderbook.com/funds/1563690-boltwood-capital-management/) | $2.8M | 31,290 | 0.6% | 25 |
| [MFA WEALTH ADVISORS, LLC](https://holderbook.com/funds/1688184-mfa-wealth-advisors-llc/) | $2.2M | 24,821 | 0.4% | 6 |
| [Prism Advisors, Inc.](https://holderbook.com/funds/1717027-prism-advisors-inc/) | $2.0M | 21,929 | 0.5% | 25 |
| [Central Pacific Bank - Trust Division](https://holderbook.com/funds/2020066-central-pacific-bank-trust-division/) | $1.9M | 21,815 | 0.2% | 11 |
| [Atlas Brown,Inc.](https://holderbook.com/funds/1388168-atlas-brown-inc/) | $1.9M | 20,878 | 0.5% | 32 |
| [GILPIN WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/2058144-gilpin-wealth-management-llc/) | $1.2M | 13,046 | 0.8% | 4 |
| [Paladin Partners, LLC](https://holderbook.com/funds/2141570-paladin-partners-llc/) | $913.3K | 10,226 | 0.6% | 2 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 60 | $390.2M |
| Q2 2026 | 1,156 | $47.7B |
| Q1 2026 | 1,124 | $48.7B |
| Q4 2025 | 1,101 | $45.4B |
| Q3 2025 | 1,014 | $39.5B |
| Q2 2025 | 1,023 | $32.8B |
| Q1 2025 | 992 | $31.8B |
| Q4 2024 | 986 | $272.0B |
| Q3 2024 | 950 | $300.0B |
| Q2 2024 | 912 | $288.5B |
| Q1 2024 | 908 | $30.7B |
| Q4 2023 | 908 | $28.5B |