# ISHARES TR (IEI)

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

- Reporting holders: 45
- Reported value: $145.0M
- 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 |
|---|---|---|---|---|
| [Acropolis Investment Management, LLC](https://holderbook.com/funds/1318601-acropolis-investment-management-llc/) | $23.6M | 208,079 | 0.9% | 32 |
| [Independence Financial Advisors, LLC](https://holderbook.com/funds/2066080-independence-financial-advisors-llc/) | $21.0M | 184,973 | 5.3% | 7 |
| [ARMSTRONG ADVISORY GROUP, INC](https://holderbook.com/funds/1932952-armstrong-advisory-group-inc/) | $20.2M | 178,126 | 1.2% | 13 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $12.0M | 105,521 | 0.1% | 16 |
| [Boltwood Capital Management](https://holderbook.com/funds/1563690-boltwood-capital-management/) | $11.5M | 101,696 | 2.6% | 25 |
| [FIRST FINANCIAL BANK - TRUST DIVISION](https://holderbook.com/funds/1315339-first-financial-bank-trust-division/) | $10.5M | 92,461 | 0.8% | 17 |
| [Whalen Wealth Management Inc.](https://holderbook.com/funds/1894447-whalen-wealth-management-inc/) | $6.3M | 55,584 | 2.7% | 12 |
| [Monument Capital Management](https://holderbook.com/funds/1729428-monument-capital-management/) | $5.1M | 45,044 | 1.1% | 6 |
| [Gladwyn Financial Advisors, Inc.](https://holderbook.com/funds/2078684-gladwyn-financial-advisors-inc/) | $4.8M | 41,993 | 3.0% | 6 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $3.3M | 29,104 | 0.0% | 8 |
| [Central Pacific Bank - Trust Division](https://holderbook.com/funds/2020066-central-pacific-bank-trust-division/) | $2.8M | 25,015 | 0.3% | 4 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $2.6M | 22,553 | 0.1% | 18 |
| [MFA WEALTH ADVISORS, LLC](https://holderbook.com/funds/1688184-mfa-wealth-advisors-llc/) | $2.4M | 20,852 | 0.4% | 6 |
| [Balefire, LLC](https://holderbook.com/funds/1750924-balefire-llc/) | $1.9M | 16,787 | 0.3% | 3 |
| [ATWOOD & PALMER INC](https://holderbook.com/funds/1044929-atwood-palmer-inc/) | $1.5M | 13,220 | 0.1% | 9 |
| [Emprise Bank](https://holderbook.com/funds/2018815-emprise-bank/) | $1.4M | 12,732 | 0.6% | 6 |
| [Legacy Private Trust Co.](https://holderbook.com/funds/1352547-legacy-private-trust-co/) | $1.4M | 12,135 | 0.1% | 13 |
| [Montecito Bank & Trust](https://holderbook.com/funds/1422508-montecito-bank-trust/) | $1.2M | 10,699 | 0.2% | 8 |
| [Oak Grove Capital LLC](https://holderbook.com/funds/1661762-oak-grove-capital-llc/) | $1.2M | 10,200 | 0.1% | 5 |
| [Martin Capital Partners, LLC](https://holderbook.com/funds/1731216-martin-capital-partners-llc/) | $1.1M | 9,762 | 0.4% | 30 |
| [SILVIA MCCOLL WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/1991983-silvia-mccoll-wealth-management-llc/) | $901.9K | 7,951 | 0.5% | 9 |
| [Conrad Siegel Investment Advisors, Inc.](https://holderbook.com/funds/1905875-conrad-siegel-investment-advisors-inc/) | $877.4K | 7,735 | 0.1% | 4 |
| [ROCKLAND TRUST CO](https://holderbook.com/funds/84616-rockland-trust-co/) | $752.2K | 6,631 | 0.0% | 32 |
| [Leverty Financial Group, LLC](https://holderbook.com/funds/1908386-leverty-financial-group-llc/) | $681.1K | 6,004 | 0.1% | 1 |
| [CogentBlue Wealth Advisors, LLC](https://holderbook.com/funds/2054047-cogentblue-wealth-advisors-llc/) | $648.3K | 5,715 | 0.6% | 8 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 45 | $145.0M |
| Q2 2026 | 824 | $16.0B |
| Q1 2026 | 840 | $16.5B |
| Q4 2025 | 856 | $14.7B |
| Q3 2025 | 786 | $16.5B |
| Q2 2025 | 775 | $13.1B |
| Q1 2025 | 777 | $13.1B |
| Q4 2024 | 738 | $12.5B |
| Q3 2024 | 725 | $13.4B |
| Q2 2024 | 670 | $12.4B |
| Q1 2024 | 669 | $12.2B |
| Q4 2023 | 664 | $11.9B |