IAI — Ishares Tr Institutional Holders · Q3 2026
Who owns Ishares Tr (IAI)? 9 institutions reported holding $5.80M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Cadent Capital Advisors, LLC ($4.0M), Rhodes Investment Advisors Inc ($1.2M), CX Institutional ($300,000).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Cadent Capital Advisors, LLC | $4.0M | 22,975 | Trimmed |
| 2 | RHODES INVESTMENT ADVISORS INC /ADV | $1.2M | 6,713 | Added |
| 3 | CX Institutional | $300,000 | 1,704 | Trimmed |
| 4 | EASTERN BANK | $155,003 | 880 | Hold |
| 5 | Farther Finance Advisors, LLC | $104,099 | 591 | Trimmed |
| 6 | Central Pacific Bank - Trust Division | $5,284 | 30 | Hold |
| 7 | GILPIN WEALTH MANAGEMENT, LLC | $3,171 | 18 | Hold |
| 8 | Polaris Financial Partners | $2,000 | 14 | New |
| 9 | Apeiron RIA LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30