9 institutions reported holding $22.4M of ISHARES TR (EIRL) in SEC 13F filings for 2026-06-30. Largest institutional holders: Marotta Asset Management ($13.0M), TD Waterhouse Canada Inc. ($4.8M), Aberdeen Group plc ($1.8M), Finer Wealth Management, Inc. ($1.6M), Curbstone Financial Management Corp ($892,360). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Marotta Asset Management | $13.0M | 165,476 | Added |
| 2 | TD Waterhouse Canada Inc. | $4.8M | 61,176 | Added |
| 3 | Aberdeen Group plc | $1.8M | 23,580 | Trimmed |
| 4 | Finer Wealth Management, Inc. | $1.6M | 20,838 | Added |
| 5 | Curbstone Financial Management Corp | $892,360 | 11,390 | Hold |
| 6 | Brookstone Capital Management | $237,388 | 3,030 | Trimmed |
| 7 | CREATIVE FINANCIAL DESIGNS INC /ADV | $14,712 | 188 | Trimmed |
| 8 | MARYLAND CAPITAL ADVISORS INC. | $12,066 | 154 | Hold |
| 9 | Matthew Goff Investment Advisor, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30