ISHARES TR

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

IEI (ISHARES TR) is held by 126 institutional investors as of Q2 2026. Largest holders: JPMORGAN CHASE & CO ($2.3B), BANK OF AMERICA CORP /DE/ ($1.1B), CAPTRUST FINANCIAL ADVISORS ($803.1M). Net institutional sentiment: Mixed.

126

Holders

(16 Elite)

$11.9B

Total Value

49% (129)

Consensus

63 buying - 66 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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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 126 funds

16 elite

Who's Trading

Source dates: Price Sep 21, 2026 · Insiders none · Activists May 9, 2025 · Congress none

ActivistInvesco Ltd.4.8%May 9, 2025

View all activist filings

Top Holders

Top Holders (126)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
JPMORGAN CHASE & CO	Increased	19.5M(+3.7%)	$2.3B	0.1%	+0.56%	40
BANK OF AMERICA CORP /DE/	Decreased	9.2M(-0.4%)	$1.1B	0.1%	+2.32%	0
CAPTRUST FINANCIAL ADVISORS	Increased	6.8M(+9.3%)	$803.1M	1.2%	+0.67%	55
Financial Engines Advisors L.L.C.	Increased	4.3M(+2.3%)	$508.6M	0.9%	+2.29%	45
Invesco Ltd.	Unchanged	4.3M	$504.1M	0.0%	+2.27%	0
ASSETMARK, INC	Increased	3.9M(+17.5%)	$462.7M	0.8%	+0.42%	51
FMR LLC	Increased	3.7M(+17.3%)	$433.6M	0.0%	-0.52%	36
ENVESTNET ASSET MANAGEMENT INC	Decreased	3.4M(-10.8%)	$402M	0.1%	+6.12%	0
MORGAN STANLEY	Increased	3M(+5.8%)	$354.8M	0.0%	+4.88%	33
AMERIPRISE FINANCIAL INC	Increased	2.9M(+1.4%)	$338.8M	0.1%	+4.09%	31
LPL Financial LLC	Decreased	2.6M(-4.4%)	$307.3M	0.1%	+2.01%	0
Bank Julius Baer & Co. Ltd, Zurich	Increased	2.4M(+5.5%)	$287.9M	0.7%	+3.00%	46
WELLS FARGO & COMPANY/MN	Increased	2.3M(+6.8%)	$270.1M	0.0%	+6.98%	33
Mariner, LLC	Increased	2.2M(+6.1%)	$253.9M	0.3%	-0.57%	39
STIFEL FINANCIAL CORP	Decreased	2.1M(-10.7%)	$252.2M	0.2%	+3.47%	0
Cerity Partners LLC	Decreased	2M(-0.5%)	$230.2M	0.3%	+6.49%	0
UBS Group AG	Decreased	1.9M(-37.1%)	$220.5M	0.0%	+3.65%	0
TRUIST FINANCIAL CORP	Decreased	1.9M(-6.3%)	$219.7M	0.3%	+8.67%	0
RAYMOND JAMES FINANCIAL INC	Decreased	1.6M(-1.7%)	$184.1M	0.0%	+3.49%	0
BlackRock, Inc.	Increased	1.5M(+13.1%)	$178.7M	0.0%	-0.29%	34

Showing 1-20 of 139

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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