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Who Owns ISHARES TR (IEI)? -- Institutional Holders (2026-03-31)

912 institutions reported holding $15.87B of ISHARES TR (IEI) in SEC 13F filings for 2026-03-31. Largest institutional holders: JPMORGAN CHASE & CO ($2.23B), BANK OF AMERICA CORP /DE/ ($1.10B), CAPTRUST FINANCIAL ADVISORS ($742.2M), Invesco Ltd. ($509.0M), Financial Engines Advisors L.L.C. ($501.9M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1JPMORGAN CHASE & CO$2.23B18.8MAdded
2BANK OF AMERICA CORP /DE/$1.10B9.2MAdded
3CAPTRUST FINANCIAL ADVISORS$742.2M6.3MAdded
4Invesco Ltd.$509.0M4.3MHold
5Financial Engines Advisors L.L.C.$501.9M4.2MTrimmed
6ENVESTNET ASSET MANAGEMENT INC$454.9M3.8MTrimmed
7ASSETMARK, INC$397.6M3.4MAdded
8FMR LLC$373.2M3.1MAdded
9UBS Group AG$354.0M3.0MAdded
10MORGAN STANLEY$338.6M2.9MAdded
11AMERIPRISE FINANCIAL INC$337.2M2.8MAdded
12LPL Financial LLC$324.5M2.7MAdded
13STIFEL FINANCIAL CORP$285.1M2.4MAdded
14Bank Julius Baer & Co. Ltd, Zurich$275.0M2.3MTrimmed
15WIT, LLC$268.5M2.3MAdded
16WELLS FARGO & COMPANY/MN$255.3M2.2MAdded
17Mariner, LLC$241.6M2.0MAdded
18TRUIST FINANCIAL CORP$236.7M2.0MAdded
19Cerity Partners LLC$233.5M2.0MAdded
20Janney Montgomery Scott LLC$218.8M1.8MTrimmed
21Tanglewood Wealth Management, Inc.$189.4M1.6MAdded
22RAYMOND JAMES FINANCIAL INC$189.2M1.6MAdded
23BlackRock, Inc.$159.5M1.3MTrimmed
24HUNTINGTON NATIONAL BANK$151.1M1.3MAdded
25WestEnd Advisors, LLC$143.0M1.2MAdded

Source: SEC Form 13F filings · as of 2026-03-31