# ISHARES TR (IYE)

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

- Reporting holders: 23
- Reported value: $24.5M
- 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 |
|---|---|---|---|---|
| [BRIGHT ROCK CAPITAL MANAGEMENT, LLC](https://holderbook.com/funds/1509973-bright-rock-capital-management-llc/) | $6.5M | 100,000 | 1.2% | 24 |
| [Gerald Baker Financial Group LLC](https://holderbook.com/funds/2133489-gerald-baker-financial-group-llc/) | $3.5M | 53,341 | 1.0% | 3 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $2.8M | 42,501 | 0.1% | 16 |
| [First Citizens Financial Corp](https://holderbook.com/funds/1800597-first-citizens-financial-corp/) | $2.3M | 35,451 | 1.0% | 27 |
| [Heartwood Wealth Advisors LLC](https://holderbook.com/funds/1794935-heartwood-wealth-advisors-llc/) | $1.8M | 28,267 | 0.1% | 26 |
| [Ballew Advisors, Inc](https://holderbook.com/funds/1729096-ballew-advisors-inc/) | $1.6M | 23,960 | 0.8% | 32 |
| [ROCKLAND TRUST CO](https://holderbook.com/funds/84616-rockland-trust-co/) | $1.4M | 22,327 | 0.1% | 26 |
| [Asempa Wealth Advisors](https://holderbook.com/funds/2099967-asempa-wealth-advisors/) | $1.4M | 20,674 | 1.0% | 4 |
| [Grove Bank & Trust](https://holderbook.com/funds/1662212-grove-bank-trust/) | $881.8K | 13,608 | 0.1% | 24 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $567.7K | 8,761 | 0.0% | 16 |
| [Adirondack Capital Advisors, LLC](https://holderbook.com/funds/2107623-adirondack-capital-advisors-llc/) | $392.7K | 6,060 | 0.2% | 4 |
| [Councilor Wealth, LLC](https://holderbook.com/funds/2052759-councilor-wealth-llc/) | $274.6K | 4,237 | 0.1% | 3 |
| [Rosenberg Matthew Hamilton](https://holderbook.com/funds/1812103-rosenberg-matthew-hamilton/) | $274.5K | 4,236 | 0.0% | 21 |
| [Montecito Bank & Trust](https://holderbook.com/funds/1422508-montecito-bank-trust/) | $267.4K | 4,126 | 0.0% | 3 |
| [Sprinkle Financial Consultants LLC](https://holderbook.com/funds/2011593-sprinkle-financial-consultants-llc/) | $229.1K | 3,535 | 0.1% | 1 |
| [Investors Research Corp](https://holderbook.com/funds/1730630-investors-research-corp/) | $197.6K | 3,050 | 0.0% | 27 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $172.8K | 2,667 | 0.0% | 9 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $13.5K | 209 | 0.0% | 6 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $8.3K | 128 | 0.0% | 32 |
| [ARMSTRONG ADVISORY GROUP, INC](https://holderbook.com/funds/1932952-armstrong-advisory-group-inc/) | $7.2K | 112 | 0.0% | 6 |
| [GILPIN WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/2058144-gilpin-wealth-management-llc/) | $4.5K | 69 | 0.0% | 4 |
| [VALLEY WEALTH MANAGERS, INC.](https://holderbook.com/funds/924166-valley-wealth-managers-inc/) | $2.9K | 45 | 0.0% | 18 |
| [Retirement Wealth Solutions LLC](https://holderbook.com/funds/2044741-retirement-wealth-solutions-llc/) | $821 | 13 | 0.0% | 8 |
| [CX Institutional](https://holderbook.com/funds/1737089-cx-institutional/) | $15 | 239 | 0.0% | 5 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 23 | $24.5M |
| Q2 2026 | 330 | $842.3M |
| Q1 2026 | 333 | $1.1B |
| Q4 2025 | 275 | $588.2M |
| Q3 2025 | 271 | $613.4M |
| Q2 2025 | 275 | $652.4M |
| Q1 2025 | 299 | $683.7M |
| Q4 2024 | 307 | $657.4M |
| Q3 2024 | 284 | $646.2M |
| Q2 2024 | 298 | $688.7M |
| Q1 2024 | 308 | $913.1M |
| Q4 2023 | 316 | $765.1M |