Who Owns ISHARES TR (IEO)? -- Institutional Holders (2026-06-30)
184 institutions reported holding $223.5M of ISHARES TR (IEO) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($32.7M), Bank Pictet & Cie (Europe) AG ($13.4M), TWO SIGMA INVESTMENTS, LP ($12.9M), BANK OF AMERICA CORP /DE/ ($11.1M), WELLS FARGO & COMPANY/MN ($9.8M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | MORGAN STANLEY | $32.7M | 297,508 | Trimmed |
| 2 | Bank Pictet & Cie (Europe) AG | $13.4M | 122,139 | Trimmed |
| 3 | TWO SIGMA INVESTMENTS, LP | $12.9M | 117,548 | Added |
| 4 | BANK OF AMERICA CORP /DE/ | $11.1M | 100,740 | Trimmed |
| 5 | WELLS FARGO & COMPANY/MN | $9.8M | 89,518 | Trimmed |
| 6 | LPL Financial LLC | $9.8M | 89,473 | Trimmed |
| 7 | EP Wealth Advisors, LLC | $8.7M | 79,628 | Added |
| 8 | CITADEL ADVISORS LLC | $6.2M | 56,103 | Added |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | $6.0M | 54,329 | Trimmed |
| 10 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $5.9M | 53,941 | Trimmed |
| 11 | Mader & Shannon Wealth Management, Inc. | $5.3M | 48,339 | Added |
| 12 | Royal Bank of Canada | $5.1M | 46,115 | Trimmed |
| 13 | AMERIPRISE FINANCIAL INC | $4.8M | 43,364 | Trimmed |
| 14 | AMICA MUTUAL INSURANCE CO | $4.5M | 40,914 | Trimmed |
| 15 | Investors Research Corp | $4.4M | 40,047 | Added |
| 16 | UBS Group AG | $4.3M | 39,247 | Trimmed |
| 17 | CITIGROUP INC | $3.8M | 34,665 | Added |
| 18 | Mutual Advisors, LLC | $3.3M | 29,704 | Trimmed |
| 19 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | $3.1M | 28,410 | Trimmed |
| 20 | MARTIN & CO INC /TN/ | $2.5M | 22,678 | Trimmed |
| 21 | GRIMES & Co WEALTH MANAGEMENT, LLC | $2.5M | 22,460 | Trimmed |
| 22 | JOHNSON INVESTMENT COUNSEL INC | $2.4M | 21,816 | Added |
| 23 | COTTONWOOD CAPITAL ADVISORS, LLC | $2.3M | 20,565 | Trimmed |
| 24 | PFG Investments, LLC | $2.1M | 19,021 | New |
| 25 | AlphaCore Capital LLC | $2.1M | 18,728 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30