ISHARES TR (IEF)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
60
Reporting holders
$390.2M
Reported value
0.0%
Calls
0.0%
Puts
-1,096
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| EASTERN BANK | $120.3M | 1,346,447 | 1.83% | 9q | +136.0%+$69.3M |
| ARMSTRONG ADVISORY GROUP, INC | $55.6M | 623,109 | 3.35% | 16q | +4437.3%+$54.4M |
| Beacon Wealthcare LLC | $38.4M | 430,508 | 12.19% | 23q | +2.5%+$944.0K |
| FIRST FINANCIAL BANK - TRUST DIVISION | $35.4M | 396,411 | 2.55% | 13q | +3.2%+$1.1M |
| Invariant Investment Management | $26.3M | 295,577 | 15.22% | 4q | +6.1%+$1.5M |
| TITLEIST ASSET MANAGEMENT, LLC | $16.9M | 189,320 | 1.09% | 10q | -4.7%-$825.9K |
| Silverleafe Capital Partners, LLC | $15.9M | 177,759 | 4.52% | new | NEW |
| Strategic Financial Group, LLC | $9.1M | 102,205 | 8.84% | 3q | +1.0%+$92.3K |
| Pacific Wealth Management | $9.1M | 101,981 | 4.01% | 6q | -35.8%-$5.1M |
| Acropolis Investment Management, LLC | $6.0M | 67,080 | 0.24% | 8q | -53.1%-$6.8M |
| Ballew Advisors, Inc | $5.8M | 65,561 | 2.90% | 32q | +15.2%+$771.4K |
| Wealth Enhancement Trust Services, Inc. | $5.6M | 62,363 | 0.59% | 4q | -55.5%-$6.9M |
| Whalen Wealth Management Inc. | $4.6M | 51,374 | 1.96% | 2q | +506.4%+$3.8M |
| Capital Advisors Wealth Management, LLC | $4.1M | 45,581 | 0.46% | 8q | -2.5%-$104.6K |
| Farther Finance Advisors, LLC | $3.9M | 43,430 | 0.03% | 16q | +15.0%+$506.0K |
| Insight Wealth Strategies, LLC | $3.2M | 36,078 | 0.32% | 14q | +2.9%+$92.1K |
| Biltmore Wealth Management, LLC | $3.2M | 35,414 | 0.98% | 21q | +13.0%+$363.0K |
| LWM ADVISORS INC | $2.9M | 32,423 | 2.19% | 8q | -3.0%-$88.2K |
| Boltwood Capital Management | $2.8M | 31,290 | 0.63% | 25q | +3.0%+$82.3K |
| MFA WEALTH ADVISORS, LLC | $2.2M | 24,821 | 0.38% | 6q | +2.0%+$42.7K |
| Prism Advisors, Inc. | $2.0M | 21,929 | 0.49% | 25q | +33.6%+$492.9K |
| Central Pacific Bank - Trust Division | $1.9M | 21,815 | 0.20% | 11q | -1.8%-$35.7K |
| Atlas Brown,Inc. | $1.9M | 20,878 | 0.49% | 32q | +3.4%+$60.6K |
| GILPIN WEALTH MANAGEMENT, LLC | $1.2M | 13,046 | 0.79% | 4q | +11.3%+$118.4K |
| Paladin Partners, LLC | $913.3K | 10,226 | 0.56% | 2q | HELD |
| CYPRESS FINANCIAL PLANNING LLC | $899.2K | 10,068 | 0.24% | 8q | -35.2%-$488.1K |
| Apella Capital, LLC | $762.2K | 8,554 | 0.01% | 3q | HELD |
| Legacy Private Trust Co. | $758.5K | 8,493 | 0.04% | 32q | -43.0%-$571.1K |
| MassMutual Private Wealth & Trust, FSB | $735.4K | 8,234 | 0.02% | 32q | +8.0%+$54.7K |
| CoreCap Advisors, LLC | $718.1K | 8,040 | 0.02% | 9q | +179.1%+$460.8K |
| First Heartland Consultants, Inc. | $715.8K | 8,015 | 0.05% | 11q | +4.3%+$29.7K |
| Hamilton Capital, LLC | $645.1K | 7,223 | 0.04% | 2q | +18.4%+$100.0K |
| City Center Advisors, LLC | $589.0K | 6,595 | 0.45% | 8q | +12.8%+$66.8K |
| Independence Financial Advisors, LLC | $585.1K | 6,551 | 0.15% | 7q | -54.4%-$697.0K |
| Montecito Bank & Trust | $520.9K | 5,832 | 0.08% | 8q | +11.0%+$51.6K |
| SAPIENT CAPITAL LLC | $491.3K | 5,501 | 0.01% | 12q | -54.6%-$590.1K |
| DKM Wealth Management, Inc. | $419.9K | 4,702 | 0.27% | 8q | HELD |
| Avidian Wealth Enterprises, LLC | $413.2K | 4,626 | 0.01% | 20q | -64.3%-$743.4K |
| FINANCIAL MANAGEMENT NETWORK INC | $372.8K | 4,187 | 0.05% | 4q | HELD |
| FC Advisory LLC | $304.2K | 3,406 | 0.08% | 12q | +4.5%+$13.1K |
| Tactive Advisors, LLC | $302.4K | 3,386 | 0.07% | new | NEW |
| Sound Income Strategies, LLC | $296.7K | 3,317 | 0.01% | 32q | HELD |
| Ridgewood Investments LLC | $255.6K | 2,862 | 0.09% | 22q | -1.7%-$4.4K |
| M.E. ALLISON & CO., INC. | $246.9K | 2,764 | 0.14% | 7q | HELD |
| KFA Private Wealth Group, LLC | $224.4K | 2,512 | 0.05% | 2q | -3.3%-$7.8K |
| Breakwater Capital Group | $223.9K | 2,507 | 0.03% | 6q | -66.9%-$452.2K |
| SigFig Wealth Management, LLC | $223.5K | 2,502 | 0.01% | new | NEW |
| Noble Wealth Management PBC | $127.4K | 1,427 | 0.06% | 7q | -15.7%-$23.8K |
| GK Wealth Management LLC | $48.8K | 546 | 0.03% | new | NEW |
| TOMPKINS FINANCIAL CORP | $40.9K | 458 | 0.00% | new | NEW |
| Coastline Trust Co | $23.7K | 265 | 0.00% | 9q | HELD |
| Versant Capital Management, Inc | $19.9K | 223 | 0.00% | 11q | HELD |
| Bangor Savings Bank | $15.4K | 172 | 0.00% | 27q | HELD |
| Hickory Point Bank & Trust | $14.4K | 161 | 0.01% | 3q | HELD |
| GAMMA Investing LLC | $10.4K | 117 | 0.00% | 9q | -72.1%-$27.0K |
| Pacifica Partners Inc. | $8.9K | 100 | 0.00% | 27q | -98.3%-$528.8K |
| Olistico Wealth, LLC | $6.9K | 77 | 0.00% | new | NEW |
| Trust Co | $6.3K | 71 | 0.00% | 32q | -60.8%-$9.8K |
| Rosenberg Matthew Hamilton | $5.0K | 56 | 0.00% | 21q | HELD |
| Investors Research Corp | $3.7K | 41 | 0.00% | 14q | HELD |
| Matrix Trust Co | $1.7K | 18,960 | 0.25% | 15q | -1.6% |
| CX Institutional | $42 | 469 | 0.00% | 7q | +36.7% |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-06 | 13G/A | FMR LLCwith 1 co-filers | 4.9% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 60 | $390.2M | 4,370,217 | 6 | 23 | 19 | 0.0% |
| Q2 2026 | 1,156 | $47.7B | 478,440,865 | 138 | 455 | 372 | 5.1% |
| Q1 2026 | 1,124 | $48.7B | 473,582,135 | 116 | 516 | 299 | 7.2% |
| Q4 2025 | 1,101 | $45.4B | 418,110,234 | 122 | 434 | 320 | 11.4% |
| Q3 2025 | 1,014 | $39.5B | 377,263,515 | 99 | 436 | 309 | 8.0% |
| Q2 2025 | 1,023 | $32.8B | 316,365,772 | 116 | 360 | 380 | 7.7% |
| Q1 2025 | 992 | $31.8B | 313,919,642 | 107 | 408 | 302 | 6.0% |
| Q4 2024 | 986 | $272.0B | 2,918,649,455 | 105 | 346 | 345 | 0.8% |
| Q3 2024 | 950 | $300.0B | 3,030,665,787 | 130 | 412 | 251 | 0.9% |
| Q2 2024 | 912 | $288.5B | 3,047,702,668 | 101 | 359 | 287 | 1.1% |
| Q1 2024 | 908 | $30.7B | 289,521,510 | 103 | 359 | 293 | 10.6% |
| Q4 2023 | 908 | $28.5B | 275,587,016 | 136 | 304 | 293 | 6.9% |
| Q3 2023 | 800 | $25.0B | 264,391,285 | 95 | 287 | 272 | 3.1% |
| Q2 2023 | 804 | $26.2B | 263,167,833 | 104 | 306 | 261 | 2.9% |
| Q1 2023 | 784 | $30.5B | 297,428,712 | 136 | 300 | 222 | 3.3% |
| Q4 2022 | 729 | $44.5B | 457,252,126 | 105 | 203 | 295 | 1.5% |
| Q3 2022 | 711 | $18.8B | 181,588,908 | 107 | 265 | 209 | 7.5% |
| Q2 2022 | 704 | $17.5B | 157,488,680 | 110 | 202 | 266 | 7.8% |
| Q1 2022 | 692 | $14.7B | 123,629,605 | 87 | 218 | 255 | 9.4% |
| Q4 2021 | 695 | $17.5B | 121,399,608 | 83 | 213 | 209 | 20.0% |
| Q3 2021 | 622 | $13.2B | 90,892,367 | 65 | 211 | 212 | 20.9% |
| Q2 2021 | 623 | $13.5B | 88,077,186 | 53 | 204 | 250 | 24.7% |
| Q1 2021 | 637 | $13.4B | 99,119,646 | 52 | 220 | 246 | 16.5% |
| Q4 2020 | 695 | $15.0B | 87,968,384 | 62 | 232 | 245 | 29.6% |
| Q3 2020 | 655 | $18.4B | 122,990,503 | 64 | 252 | 223 | 18.7% |
| Q2 2020 | 636 | $18.3B | 133,876,680 | 98 | 254 | 184 | 11.0% |
| Q1 2020 | 607 | $16.5B | 125,915,224 | 121 | 212 | 195 | 8.3% |
| Q4 2019 | 573 | $18.6B | 125,250,922 | 59 | 185 | 200 | 25.8% |
| Q3 2019 | 529 | $19.2B | 125,276,393 | 78 | 199 | 166 | 26.5% |
| Q2 2019 | 507 | $16.3B | 114,793,831 | 83 | 190 | 145 | 22.4% |
| Q1 2019 | 458 | $13.9B | 90,053,721 | 77 | 159 | 130 | 31.0% |
| Q4 2018 | 441 | $12.1B | 77,362,703 | 11 | 9 | 12 | 33.6% |