IYE — Ishares Tr Institutional Holders · Q3 2026

Name: Who Owns IYE? 25 Institutions Hold $24.5M (Q3 2026)
Creator: ko.io

Who owns Ishares Tr (IYE)? 25 institutions reported holding $24.53M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Bright Rock Capital Management, LLC ($6.5M), Gerald Baker Financial Group LLC ($3.5M), Avidian Wealth Enterprises, LLC ($2.8M).

Rank	Institution	Value	Shares	Change
1	BRIGHT ROCK CAPITAL MANAGEMENT, LLC	$6.5M	100,000	Hold
2	Gerald Baker Financial Group LLC	$3.5M	53,341	Trimmed
3	Avidian Wealth Enterprises, LLC	$2.8M	42,501	Added
4	First Citizens Financial Corp	$2.3M	35,451	Trimmed
5	Heartwood Wealth Advisors LLC	$1.8M	28,267	Trimmed
6	Ballew Advisors, Inc	$1.6M	23,960	Trimmed
7	ROCKLAND TRUST CO	$1.4M	22,327	Trimmed
8	Asempa Wealth Advisors	$1.4M	20,674	Trimmed
9	Grove Bank & Trust	$881,798	13,608	Hold
10	Farther Finance Advisors, LLC	$567,685	8,761	Trimmed
11	Adirondack Capital Advisors, LLC	$392,688	6,060	Hold
12	May Barnhard Investments LLC	$274,591	4,237	Added
13	Rosenberg Matthew Hamilton	$274,493	4,236	Trimmed
14	Montecito Bank & Trust	$267,365	4,126	Added
15	Sprinkle Financial Consultants LLC	$229,110	3,535	New
16	Investors Research Corp	$197,640	3,050	Hold
17	CoreCap Advisors, LLC	$172,822	2,667	Trimmed
18	CX Institutional	$15,000	239	Added
19	GAMMA Investing LLC	$13,543	209	Hold
20	Versant Capital Management, Inc	$8,296	128	Hold
21	ARMSTRONG ADVISORY GROUP, INC	$7,242	112	Added
22	GILPIN WEALTH MANAGEMENT, LLC	$4,472	69	Hold
23	VALLEY WEALTH MANAGERS, INC.	$2,916	45	Trimmed
24	Retirement Wealth Solutions LLC	$821	13	Trimmed
25	Cadent Capital Advisors, LLC	$0	0	Exited

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