Institutional Ownership Ishares Tr (IEO)
This table provides information about the institutional ownership of Ishares Tr (IEO). We have compiled data on the 176 institutions that hold shares in the stock, with a total of 2.65 Million shares, which have been reported (via 13F filing form) to have a value of $238 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
2,110
shares
|
$189,119
0.0% of portfolio
|
Q4 2024
Reduced 71.75%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
2,052
shares
|
$183,920
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
2,050
shares
|
$183,741
0.01% of portfolio
|
Q1 2024
Reduced 46.14%
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
Feb 13, 2025 Q4 2024 |
1,998
shares
|
$179,080
0.0% of portfolio
|
Q4 2024
Reduced 1.24%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
1,937
shares
|
$173,613
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
1,825
shares
|
$163,574
0.01% of portfolio
|
Q4 2022
Reduced 54.09%
|
|
|
City State Bank
Norwalk, IA |
Jan 13, 2025 Q4 2024 |
1,800
shares
|
$161,334
0.06% of portfolio
|
Q3 2024
Added 5.88%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
1,614
shares
|
$144,662
0.0% of portfolio
|
Q4 2024
Added 116.64%
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
1,503
shares
|
$134,713
0.01% of portfolio
|
Q4 2024
Added 2.04%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
1,176
shares
|
$105,404
0.0% of portfolio
|
Q4 2024
Added 20.49%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
1,145
shares
|
$102,626
0.0% of portfolio
|
Q4 2024
Reduced 3.38%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jan 24, 2025 Q4 2024 |
1,127
shares
|
$101,013
0.05% of portfolio
|
Q4 2024
Added 0.54%
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Feb 11, 2025 Q4 2024 |
1,123
shares
|
$100,654
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,015
shares
|
$90,974
0.0% of portfolio
|
Q2 2021
Reduced 45.52%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
935
shares
|
$83,804
0.0% of portfolio
|
Q3 2024
Added 25.34%
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
833
shares
|
$74,661
0.0% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
825
shares
|
$73,944
0.0% of portfolio
|
Q4 2024
Reduced 24.03%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
752
shares
|
$67,401
0.0% of portfolio
|
Q4 2024
Added 0.94%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Feb 11, 2025 Q4 2024 |
700
shares
|
$62,741
0.0% of portfolio
|
Q3 2024
Reduced 12.5%
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
Feb 07, 2025 Q4 2024 |
692
shares
|
$62,023
0.0% of portfolio
|
Q4 2024
Reduced 1.42%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
509
shares
|
$45,621
0.0% of portfolio
|
Q4 2024
Added 1857.69%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Jan 14, 2025 Q4 2024 |
452
shares
|
$40,512
0.01% of portfolio
|
Q4 2024
Added 0.67%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Feb 13, 2025 Q4 2024 |
404
shares
|
$36,210
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
402
shares
|
$36,031
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
360
shares
|
$32,266
0.0% of portfolio
|
Q2 2024
Reduced 62.5%
|