IEO — Ishares Tr Institutional Holders · Q3 2026
Who owns Ishares Tr (IEO)? 8 institutions reported holding $6.84M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Investors Research Corp ($5.7M), Cadent Capital Advisors, LLC ($391,302), Cypress Asset Management Inc ($369,072).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Investors Research Corp | $5.7M | 43,319 | Added |
| 2 | Cadent Capital Advisors, LLC | $391,302 | 2,964 | New |
| 3 | CYPRESS ASSET MANAGEMENT INC/TX | $369,072 | 2,796 | Trimmed |
| 4 | First Heartland Consultants, Inc. | $219,717 | 1,665 | New |
| 5 | CX Institutional | $111,000 | 839 | Trimmed |
| 6 | Roxbury Financial LLC | $13,557 | 103 | Added |
| 7 | GAMMA Investing LLC | $9,108 | 69 | Hold |
| 8 | Farther Finance Advisors, LLC | $5,152 | 39 | Hold |
Source: SEC Form 13F filings · as of 2026-09-30