35 institutions reported holding $51.6M of ISHARES TR (EIRL) in SEC 13F filings for 2026-03-31. Largest institutional holders: Matthew Goff Investment Advisor, LLC ($18.6M), Marotta Asset Management ($11.3M), TD Waterhouse Canada Inc. ($4.0M), Aberdeen Group plc ($1.7M), JANE STREET GROUP, LLC ($1.7M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Matthew Goff Investment Advisor, LLC | $18.6M | 440,261 | New |
| 2 | Marotta Asset Management | $11.3M | 162,963 | Added |
| 3 | TD Waterhouse Canada Inc. | $4.0M | 57,678 | Added |
| 4 | Aberdeen Group plc | $1.7M | 24,949 | Trimmed |
| 5 | JANE STREET GROUP, LLC | $1.7M | 24,234 | New |
| 6 | Equitable Holdings, Inc. | $1.5M | 20,700 | Added |
| 7 | Finer Wealth Management, Inc. | $1.4M | 20,596 | New |
| 8 | FLOW TRADERS U.S. LLC | $1.3M | 19,081 | New |
| 9 | CITADEL ADVISORS LLC | $1.3M | 18,804 | New |
| 10 | Focus Partners Wealth | $1.3M | 18,235 | Trimmed |
| 11 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.1M | 16,222 | Trimmed |
| 12 | Global Endowment Management, LP | $1.0M | 15,000 | Hold |
| 13 | Texas Yale Capital Corp. | $888,253 | 12,900 | Hold |
| 14 | MORGAN STANLEY | $840,891 | 12,212 | Trimmed |
| 15 | Curbstone Financial Management Corp | $784,279 | 11,390 | Hold |
| 16 | OSAIC HOLDINGS, INC. | $665,439 | 9,665 | Added |
| 17 | Brookstone Capital Management | $468,020 | 6,797 | Trimmed |
| 18 | HighTower Advisors, LLC | $400,378 | 5,815 | Hold |
| 19 | UBS Group AG | $339,190 | 4,926 | Added |
| 20 | Wealthfront Advisers LLC | $323,214 | 4,694 | Added |
| 21 | Idaho Trust Co | $278,147 | 4,040 | Added |
| 22 | WELLS FARGO & COMPANY/MN | $171,192 | 2,486 | Trimmed |
| 23 | CREATIVE FINANCIAL DESIGNS INC /ADV | $42,971 | 624 | Trimmed |
| 24 | FMR LLC | $41,566 | 604 | Hold |
| 25 | Medallion Wealth Advisors, LLC | $28,989 | 421 | New |
Source: SEC Form 13F filings · as of 2026-03-31