# ISHARES TR (IEV)

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

- Reporting holders: 10
- Reported value: $3.6M
- 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 |
|---|---|---|---|---|
| [Asempa Wealth Advisors](https://holderbook.com/funds/2099967-asempa-wealth-advisors/) | $1.5M | 20,754 | 1.1% | 4 |
| [Sound Income Strategies, LLC](https://holderbook.com/funds/1730960-sound-income-strategies-llc/) | $602.8K | 8,608 | 0.0% | 4 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $513.1K | 7,214 | 0.0% | 16 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $487.6K | 6,855 | 0.0% | 17 |
| [SILVIA MCCOLL WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/1991983-silvia-mccoll-wealth-management-llc/) | $284.5K | 4,000 | 0.2% | 12 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $135.9K | 1,911 | 0.0% | 9 |
| [Grove Bank & Trust](https://holderbook.com/funds/1662212-grove-bank-trust/) | $56.9K | 800 | 0.0% | 5 |
| [AMERICAN NATIONAL BANK & TRUST](https://holderbook.com/funds/1272164-american-national-bank-trust/) | $34.9K | 490 | 0.0% | 5 |
| [Rosenberg Matthew Hamilton](https://holderbook.com/funds/1812103-rosenberg-matthew-hamilton/) | $24.8K | 349 | 0.0% | 10 |
| [Retirement Wealth Solutions LLC](https://holderbook.com/funds/2044741-retirement-wealth-solutions-llc/) | $22.4K | 315 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 10 | $3.6M |
| Q2 2026 | 285 | $828.0M |
| Q1 2026 | 288 | $849.6M |
| Q4 2025 | 291 | $836.1M |
| Q3 2025 | 273 | $1.5B |
| Q2 2025 | 286 | $1.6B |
| Q1 2025 | 252 | $1.3B |
| Q4 2024 | 238 | $967.8M |
| Q3 2024 | 233 | $1.2B |
| Q2 2024 | 224 | $1.1B |
| Q1 2024 | 214 | $1.4B |
| Q4 2023 | 206 | $1.2B |