# ISHARES TR (IEO)

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

- Reporting holders: 7
- Reported value: $6.7M
- 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 |
|---|---|---|---|---|
| [Investors Research Corp](https://holderbook.com/funds/1730630-investors-research-corp/) | $5.7M | 43,319 | 1.0% | 19 |
| [Cadent Capital Advisors, LLC](https://holderbook.com/funds/1803536-cadent-capital-advisors-llc/) | $391.3K | 2,964 | 0.1% | 1 |
| [CYPRESS ASSET MANAGEMENT INC/TX](https://holderbook.com/funds/1030618-cypress-asset-management-inc-tx/) | $369.1K | 2,796 | 0.1% | 19 |
| [First Heartland Consultants, Inc.](https://holderbook.com/funds/1428793-first-heartland-consultants-inc/) | $219.7K | 1,665 | 0.0% | 1 |
| [Roxbury Financial LLC](https://holderbook.com/funds/2054149-roxbury-financial-llc/) | $13.6K | 103 | 0.0% | 5 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $9.1K | 69 | 0.0% | 10 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $5.2K | 39 | 0.0% | 6 |
| [CX Institutional](https://holderbook.com/funds/1737089-cx-institutional/) | $111 | 839 | 0.0% | 9 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 7 | $6.7M |
| Q2 2026 | 164 | $237.0M |
| Q1 2026 | 171 | $309.6M |
| Q4 2025 | 154 | $163.8M |
| Q3 2025 | 151 | $182.9M |
| Q2 2025 | 154 | $193.4M |
| Q1 2025 | 156 | $233.0M |
| Q4 2024 | 161 | $231.2M |
| Q3 2024 | 168 | $240.6M |
| Q2 2024 | 183 | $294.1M |
| Q1 2024 | 175 | $425.9M |
| Q4 2023 | 179 | $557.8M |