IEF — Ishares Tr Institutional Holders · Q3 2026

Name: Who Owns IEF? 69 Institutions Hold $392M (Q3 2026)
Creator: ko.io

Who owns Ishares Tr (IEF)? 69 institutions reported holding $391.95M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Eastern Bank ($120.3M), Armstrong Advisory Group, Inc ($55.6M), Beacon Wealthcare LLC ($38.4M).

Rank	Institution	Value	Shares	Change
1	EASTERN BANK	$120.3M	1.3M	Added
2	ARMSTRONG ADVISORY GROUP, INC	$55.6M	623,109	Added
3	Beacon Wealthcare LLC	$38.4M	430,508	Added
4	FIRST FINANCIAL BANK - TRUST DIVISION	$35.4M	396,411	Added
5	Invariant Investment Management	$26.3M	295,577	Added
6	TITLEIST ASSET MANAGEMENT, LLC	$16.9M	189,320	Trimmed
7	Silverleafe Capital Partners, LLC	$15.9M	177,759	New
8	Strategic Financial Group, LLC	$9.1M	102,205	Added
9	Pacific Wealth Management	$9.1M	101,981	Trimmed
10	Acropolis Investment Management, LLC	$6.0M	67,080	Trimmed
11	Ballew Advisors, Inc	$5.8M	65,561	Added
12	Wealth Enhancement Trust Services, Inc.	$5.6M	62,363	Trimmed
13	Whalen Wealth Management Inc.	$4.6M	51,374	Added
14	Capital Advisors Wealth Management, LLC	$4.1M	45,581	Trimmed
15	Farther Finance Advisors, LLC	$3.9M	43,430	Added
16	Insight Wealth Strategies, LLC	$3.2M	36,078	Added
17	Biltmore Wealth Management, LLC	$3.2M	35,414	Added
18	LWM ADVISORS INC	$2.9M	131	Trimmed
19	Boltwood Capital Management	$2.8M	31,290	Added
20	MFA WEALTH ADVISORS, LLC	$2.2M	24,821	Added
21	Prism Advisors, Inc.	$2.0M	21,929	Added
22	Central Pacific Bank - Trust Division	$1.9M	21,815	Trimmed
23	Atlas Brown,Inc.	$1.9M	20,878	Added
24	Matrix Trust Co	$1.7M	18,960	Trimmed
25	GILPIN WEALTH MANAGEMENT, LLC	$1.2M	13,046	Added

Source: SEC Form 13F filings · as of 2026-09-30