Who Owns ISHARES TR (IEF)? -- Institutional Holders (2026-06-30)
658 institutions reported holding $22.14B of ISHARES TR (IEF) in SEC 13F filings for 2026-06-30. Largest institutional holders: Fisher Asset Management, LLC ($15.22B), ENVESTNET ASSET MANAGEMENT INC ($1.45B), Blue Trust, Inc. ($684.6M), CITIGROUP INC ($216.1M), PEAVINE CAPITAL, LLC ($187.4M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Fisher Asset Management, LLC | $15.22B | 161.0M | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $1.45B | 15.4M | Added |
| 3 | Blue Trust, Inc. | $684.6M | 7.2M | Added |
| 4 | CITIGROUP INC | $216.1M | 2.3M | Added |
| 5 | PEAVINE CAPITAL, LLC | $187.4M | 2.0M | Added |
| 6 | WEALTHCARE CAPITAL MANAGEMENT LLC | $174.3M | 1.8M | Added |
| 7 | TRUIST FINANCIAL CORP | $168.7M | 1.8M | Trimmed |
| 8 | Cambridge Investment Research Advisors, Inc. | $153.7M | 1.6M | Added |
| 9 | AIA Group Ltd | $127.7M | 1.4M | Added |
| 10 | Members Trust Co | $119.1M | 1.3M | Trimmed |
| 11 | RiverFront Investment Group, LLC | $109.8M | 1.2M | Added |
| 12 | GREENLEAF TRUST | $100.7M | 1.1M | Added |
| 13 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $100.4M | 1.1M | Trimmed |
| 14 | McElhenny Sheffield Capital Management, LLC | $96.2M | 1.0M | New |
| 15 | Wealthcare Advisory Partners LLC | $95.4M | 1.0M | Trimmed |
| 16 | Avalon Advisory Group | $88.1M | 931,110 | Added |
| 17 | GREENWOOD GEARHART INC | $80.8M | 854,092 | Added |
| 18 | WestEnd Advisors, LLC | $80.6M | 852,633 | Added |
| 19 | 3EDGE Asset Management, LP | $79.8M | 843,322 | Trimmed |
| 20 | MATAURO, LLC | $77.9M | 823,365 | Added |
| 21 | CenturyLink Investment Management Co | $70.6M | 746,500 | Hold |
| 22 | Raub Brock Capital Management LP | $70.1M | 741,129 | Trimmed |
| 23 | Garde Capital, Inc. | $60.5M | 640,024 | Added |
| 24 | Envestnet Portfolio Solutions, Inc. | $56.3M | 595,640 | Added |
| 25 | ASSETMARK, INC | $55.9M | 590,829 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30