ISHARES TR

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IEI·464288661·US·ETF·Unknown - Unknown-13D/G

IEI (ISHARES TR) is held by 132 institutional investors as of Q1 2026. Largest holders: JPMORGAN CHASE & CO ($2.2B), BANK OF AMERICA CORP /DE/ ($1.1B), CAPTRUST FINANCIAL ADVISORS ($742.2M). Net institutional sentiment: Mixed. In Q1 2026, 1 member of Congress and 79 funds bought IEI.

132

Holders

(21 Elite)

$11.8B

Total Value

61% (129)

Consensus

79 buying - 50 selling

13F: Mar 31, 2026Insider & Congress: Updated regularly

Smart Money Verdict

View all

Institutional (13F)43

Insider (Form 4)32

Activist (13D/13G)82

Congressional (STOCK Act)49

Holder Quality

12

★★★★★

Elite

18

★★★★

Strong

20

★★★

Solid

58

★★

Below

51

★

Weak

Held by 132 funds

21 elite

Who's Trading

CongressJohn BoozmanSale $50,001 - $100,000May 13, 2026

CongressJohn BoozmanBuy $15,001 - $50,000Sep 16, 2025

CongressJohn BoozmanBuy $1,001 - $15,000Aug 1, 2025

ActivistInvesco Ltd.4.8%May 9, 2025

CongressJohn BoozmanBuy $1,001 - $15,000Sep 6, 2024

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View all activist filingsView all congressional trades

Top Holders

Top Holders (132)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
JPMORGAN CHASE & CO	Increased	18.8M(+6.3%)	$2.2B	0.1%	+4.12%	41
BANK OF AMERICA CORP /DE/	Increased	9.2M(+39.7%)	$1.1B	0.1%	+4.27%	42
CAPTRUST FINANCIAL ADVISORS	Increased	6.3M(+5.6%)	$742.2M	1.3%	+2.85%	53
Invesco Ltd.	Unchanged	4.3M	$509M	0.1%	+4.22%	0
Financial Engines Advisors L.L.C.	Decreased	4.2M(-1.3%)	$501.9M	1.0%	+4.35%	0
ENVESTNET ASSET MANAGEMENT INC	Decreased	3.8M(-1.0%)	$454.9M	0.1%	+8.14%	0
ASSETMARK, INC	Increased	3.4M(+9.8%)	$397.6M	0.8%	+2.78%	48
FMR LLC	Increased	3.1M(+259.6%)	$373.2M	0.0%	+1.64%	50
UBS Group AG	Increased	3M(+31.4%)	$354M	0.1%	+5.62%	39
MORGAN STANLEY	Increased	2.9M(+2.5%)	$338.6M	0.0%	+7.32%	32
AMERIPRISE FINANCIAL INC	Increased	2.8M(+4.4%)	$337.2M	0.1%	+6.17%	32
LPL Financial LLC	Increased	2.7M(+11.5%)	$324.5M	0.1%	+3.95%	35
STIFEL FINANCIAL CORP	Increased	2.4M(+10.5%)	$285.1M	0.3%	+5.44%	41
Bank Julius Baer & Co. Ltd, Zurich	Decreased	2.3M(-13.5%)	$275M	0.8%	+5.26%	0
WELLS FARGO & COMPANY/MN	Increased	2.2M(+2.7%)	$255.3M	0.0%	+9.70%	32
Mariner, LLC	Increased	2M(+311.6%)	$241.6M	0.3%	+1.42%	59
TRUIST FINANCIAL CORP	Increased	2M(+1.4%)	$236.7M	0.3%	+10.74%	37
Cerity Partners LLC	Increased	2M(+0.7%)	$233.5M	0.3%	+8.52%	37
RAYMOND JAMES FINANCIAL INC	Increased	1.6M(+4.7%)	$189.2M	0.1%	+5.46%	32
BlackRock, Inc.	Decreased	1.3M(-16.9%)	$159.5M	0.0%	+1.85%	0

Showing 1-20 of 137

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer