IEI — Ishares Tr Institutional Holders · Q3 2026

Name: Who Owns IEI? 52 Institutions Hold $145M (Q3 2026)
Creator: ko.io

Who owns Ishares Tr (IEI)? 52 institutions reported holding $144.96M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Acropolis Investment Management, LLC ($23.6M), Independence Financial Advisors, LLC ($21.0M), Armstrong Advisory Group, Inc ($20.2M).

Rank	Institution	Value	Shares	Change
1	Acropolis Investment Management, LLC	$23.6M	208,079	Added
2	Independence Financial Advisors, LLC	$21.0M	184,973	Added
3	ARMSTRONG ADVISORY GROUP, INC	$20.2M	178,126	Trimmed
4	Farther Finance Advisors, LLC	$12.0M	105,521	Added
5	Boltwood Capital Management	$11.5M	101,696	Added
6	FIRST FINANCIAL BANK - TRUST DIVISION	$10.5M	92,461	Added
7	Whalen Wealth Management Inc.	$6.3M	55,584	Trimmed
8	Monument Capital Management	$5.1M	45,044	Added
9	Gladwyn Financial Advisors, Inc.	$4.8M	41,993	Added
10	Apella Capital, LLC	$3.3M	29,104	Added
11	Central Pacific Bank - Trust Division	$2.8M	25,015	Hold
12	Avidian Wealth Enterprises, LLC	$2.6M	22,553	Added
13	MFA WEALTH ADVISORS, LLC	$2.4M	20,852	Added
14	Balefire, LLC	$1.9M	16,787	Added
15	ATWOOD & PALMER INC	$1.5M	13,220	Trimmed
16	Emprise Bank	$1.4M	12,732	Added
17	Legacy Private Trust Co.	$1.4M	12,135	Added
18	Montecito Bank & Trust	$1.2M	10,699	Added
19	Oak Grove Capital LLC	$1.2M	10,200	Hold
20	Martin Capital Partners, LLC	$1.1M	9,762	Added
21	SILVIA MCCOLL WEALTH MANAGEMENT, LLC	$901,924	7,951	Added
22	Conrad Siegel Investment Advisors, Inc.	$877,418	7,735	Added
23	ROCKLAND TRUST CO	$752,221	6,631	Trimmed
24	Leverty Financial Group, LLC	$681,094	6,004	New
25	CogentBlue Wealth Advisors, LLC	$648,275	5,715	Added

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