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Who Owns ISHARES TR (IEI)? -- Institutional Holders (2026-06-30)

900 institutions reported holding $15.40B of ISHARES TR (IEI) in SEC 13F filings for 2026-06-30. Largest institutional holders: JPMORGAN CHASE & CO ($2.30B), BANK OF AMERICA CORP /DE/ ($1.08B), CAPTRUST FINANCIAL ADVISORS ($803.1M), Financial Engines Advisors L.L.C. ($508.6M), Invesco Ltd. ($504.1M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1JPMORGAN CHASE & CO$2.30B19.5MAdded
2BANK OF AMERICA CORP /DE/$1.08B9.2MTrimmed
3CAPTRUST FINANCIAL ADVISORS$803.1M6.8MAdded
4Financial Engines Advisors L.L.C.$508.6M4.3MAdded
5Invesco Ltd.$504.1M4.3MHold
6ASSETMARK, INC$462.7M3.9MAdded
7FMR LLC$433.6M3.7MAdded
8ENVESTNET ASSET MANAGEMENT INC$402.0M3.4MTrimmed
9MORGAN STANLEY$354.8M3.0MAdded
10AMERIPRISE FINANCIAL INC$338.8M2.9MAdded
11LPL Financial LLC$307.3M2.6MTrimmed
12Bank Julius Baer & Co. Ltd, Zurich$287.9M2.4MAdded
13WELLS FARGO & COMPANY/MN$270.1M2.3MAdded
14Mariner, LLC$253.9M2.2MAdded
15STIFEL FINANCIAL CORP$252.2M2.1MTrimmed
16Cerity Partners LLC$230.2M2.0MTrimmed
17UBS Group AG$220.5M1.9MTrimmed
18TRUIST FINANCIAL CORP$219.7M1.9MTrimmed
19Janney Montgomery Scott LLC$200.7M1.7MTrimmed
20RAYMOND JAMES FINANCIAL INC$184.1M1.6MTrimmed
21BlackRock, Inc.$178.7M1.5MAdded
22Tanglewood Wealth Management, Inc.$169.7M1.4MTrimmed
23HUNTINGTON NATIONAL BANK$159.9M5,263Added
24Dynasty Wealth Management, LLC$147.6M1.3MAdded
25Facet Wealth, Inc.$142.5M1.2MAdded

Source: SEC Form 13F filings · as of 2026-06-30