OEF — Ishares Tr Institutional Holders · Q3 2026

Name: Who Owns OEF? 50 Institutions Hold $131M (Q3 2026)
Creator: ko.io

Who owns Ishares Tr (OEF)? 50 institutions reported holding $131.13M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Financial Enhancement Group LLC ($32.4M), Wealth Group Ltd ($23.6M), Investors Research Corp ($22.1M).

Rank	Institution	Value	Shares	Change
1	Financial Enhancement Group LLC	$32.4M	83,321	Added
2	Wealth Group Ltd	$23.6M	61,200	Added
3	Investors Research Corp	$22.1M	57,947	Trimmed
4	Farther Finance Advisors, LLC	$10.6M	27,833	Trimmed
5	TITLEIST ASSET MANAGEMENT, LLC	$8.2M	21,396	Added
6	Kaydan Wealth Management, Inc.	$6.8M	17,893	Trimmed
7	Asempa Wealth Advisors	$5.9M	15,454	Trimmed
8	Adirondack Capital Advisors, LLC	$3.4M	8,777	Trimmed
9	Global Wealth Strategies & Associates	$3.0M	7,871	Trimmed
10	First Heartland Consultants, Inc.	$2.2M	5,757	New
11	Apella Capital, LLC	$2.0M	5,217	Added
12	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	$1.2M	3,171	Hold
13	RVW Wealth, LLC	$925,016	2,421	Hold
14	Retirement Wealth Solutions LLC	$747,034	1,955	Trimmed
15	Sound Income Strategies, LLC	$726,202	1,876	Trimmed
16	DKM Wealth Management, Inc.	$711,927	1,863	Added
17	CX Institutional	$654,000	1,712	Trimmed
18	Venture Visionary Partners LLC	$644,569	1,687	Hold
19	Weaver Consulting Group	$637,692	1,669	Trimmed
20	TOMPKINS FINANCIAL CORP	$480,657	1,258	Hold
21	Avidian Wealth Enterprises, LLC	$451,304	1,181	Added
22	Valeo Financial Advisors, LLC	$429,458	1,124	Trimmed
23	BOS Asset Management, LLC	$422,963	1,107	Hold
24	Dorato Capital Management	$394,114	1,012	Hold
25	Cambridge Financial Group, LLC	$370,361	1,012	Hold

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