# ISHARES TR (OEF)

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

- Reporting holders: 46
- Reported value: $130.5M
- 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 |
|---|---|---|---|---|
| [Financial Enhancement Group LLC](https://holderbook.com/funds/1641438-financial-enhancement-group-llc/) | $32.4M | 83,321 | 3.7% | 8 |
| [Wealth Group Ltd](https://holderbook.com/funds/2010748-wealth-group-ltd/) | $23.6M | 61,200 | 4.4% | 7 |
| [Investors Research Corp](https://holderbook.com/funds/1730630-investors-research-corp/) | $22.1M | 57,947 | 3.9% | 25 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $10.6M | 27,833 | 0.1% | 16 |
| [TITLEIST ASSET MANAGEMENT, LLC](https://holderbook.com/funds/1977759-titleist-asset-management-llc/) | $8.2M | 21,396 | 0.5% | 3 |
| [Kaydan Wealth Management, Inc.](https://holderbook.com/funds/1964532-kaydan-wealth-management-inc/) | $6.8M | 17,893 | 2.3% | 7 |
| [Asempa Wealth Advisors](https://holderbook.com/funds/2099967-asempa-wealth-advisors/) | $5.9M | 15,454 | 4.5% | 4 |
| [Adirondack Capital Advisors, LLC](https://holderbook.com/funds/2107623-adirondack-capital-advisors-llc/) | $3.4M | 8,777 | 1.7% | 4 |
| [Global Wealth Strategies & Associates](https://holderbook.com/funds/1912297-global-wealth-strategies-associates/) | $3.0M | 7,871 | 0.6% | 16 |
| [First Heartland Consultants, Inc.](https://holderbook.com/funds/1428793-first-heartland-consultants-inc/) | $2.2M | 5,757 | 0.1% | 1 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $2.0M | 5,217 | 0.0% | 26 |
| [FERGUSON WELLMAN CAPITAL MANAGEMENT, INC](https://holderbook.com/funds/869353-ferguson-wellman-capital-management-inc/) | $1.2M | 3,171 | 0.0% | 32 |
| [RVW Wealth, LLC](https://holderbook.com/funds/1756543-rvw-wealth-llc/) | $925.0K | 2,421 | 0.1% | 10 |
| [Retirement Wealth Solutions LLC](https://holderbook.com/funds/2044741-retirement-wealth-solutions-llc/) | $747.0K | 1,955 | 0.4% | 8 |
| [Sound Income Strategies, LLC](https://holderbook.com/funds/1730960-sound-income-strategies-llc/) | $726.2K | 1,876 | 0.0% | 8 |
| [DKM Wealth Management, Inc.](https://holderbook.com/funds/2055833-dkm-wealth-management-inc/) | $711.9K | 1,863 | 0.5% | 8 |
| [Venture Visionary Partners LLC](https://holderbook.com/funds/1792283-venture-visionary-partners-llc/) | $644.6K | 1,687 | 0.0% | 7 |
| [Weaver Consulting Group](https://holderbook.com/funds/1780055-weaver-consulting-group/) | $637.7K | 1,669 | 0.1% | 31 |
| [TOMPKINS FINANCIAL CORP](https://holderbook.com/funds/1005817-tompkins-financial-corp/) | $480.7K | 1,258 | 0.0% | 18 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $451.3K | 1,181 | 0.0% | 10 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $429.5K | 1,124 | 0.0% | 6 |
| [BOS Asset Management, LLC](https://holderbook.com/funds/1965814-bos-asset-management-llc/) | $423.0K | 1,107 | 0.1% | 13 |
| [Dorato Capital Management](https://holderbook.com/funds/2095216-dorato-capital-management/) | $394.1K | 1,012 | 0.3% | 4 |
| [Cambridge Financial Group, LLC](https://holderbook.com/funds/2085256-cambridge-financial-group-llc/) | $370.4K | 1,012 | 0.1% | 12 |
| [First Citizens Financial Corp](https://holderbook.com/funds/1800597-first-citizens-financial-corp/) | $351.5K | 920 | 0.1% | 12 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 46 | $130.5M |
| Q2 2026 | 1,022 | $12.9B |
| Q1 2026 | 1,004 | $12.2B |
| Q4 2025 | 1,096 | $22.9B |
| Q3 2025 | 1,002 | $27.0B |
| Q2 2025 | 944 | $15.5B |
| Q1 2025 | 896 | $12.4B |
| Q4 2024 | 859 | $9.8B |
| Q3 2024 | 788 | $9.6B |
| Q2 2024 | 759 | $9.0B |
| Q1 2024 | 738 | $9.0B |
| Q4 2023 | 758 | $9.9B |