IEV — Ishares Tr Institutional Holders · Q3 2026
Who owns Ishares Tr (IEV)? 10 institutions reported holding $3.62M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Asempa Wealth Advisors ($1.5M), Sound Income Strategies, LLC ($602,818), Farther Finance Advisors, LLC ($513,127).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Asempa Wealth Advisors | $1.5M | 20,754 | Added |
| 2 | Sound Income Strategies, LLC | $602,818 | 8,608 | Trimmed |
| 3 | Farther Finance Advisors, LLC | $513,127 | 7,214 | Trimmed |
| 4 | Avidian Wealth Enterprises, LLC | $487,606 | 6,855 | Hold |
| 5 | SILVIA MCCOLL WEALTH MANAGEMENT, LLC | $284,520 | 4,000 | Hold |
| 6 | CoreCap Advisors, LLC | $135,929 | 1,911 | Trimmed |
| 7 | Grove Bank & Trust | $56,904 | 800 | Hold |
| 8 | AMERICAN NATIONAL BANK & TRUST | $34,853 | 490 | Hold |
| 9 | Rosenberg Matthew Hamilton | $24,824 | 349 | Hold |
| 10 | Retirement Wealth Solutions LLC | $22,406 | 315 | New |
Source: SEC Form 13F filings · as of 2026-09-30