Institutional Ownership Ishares Tr (IEO)
This table provides information about the institutional ownership of Ishares Tr (IEO). We have compiled data on the 172 institutions that hold shares in the stock, with a total of 2.16 Million shares, which have been reported (via 13F filing form) to have a value of $204 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
983
shares
|
$92,991
0.0% of portfolio
|
Q3 2025
Reduced 25.59%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
911
shares
|
$86,180
0.0% of portfolio
|
Q3 2025
Reduced 0.33%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
728
shares
|
$68,868
0.01% of portfolio
|
Q3 2025
Reduced 7.02%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 31, 2025 Q3 2025 |
700
shares
|
$66,220
0.0% of portfolio
|
Q3 2024
Reduced 12.5%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
600
shares
|
$56,760
0.0% of portfolio
|
Q3 2025
Reduced 15.13%
|
|
|
Steph & CO
|
Jan 23, 2026 Q4 2025 |
592
shares
|
$56,003
0.02% of portfolio
|
Q4 2025
New holding
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
500
shares
|
$47,300
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
500
shares
|
$47,300
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Nov 12, 2025 Q3 2025 |
460
shares
|
$43,516
0.01% of portfolio
|
Q3 2025
Added 0.66%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 14, 2025 Q3 2025 |
404
shares
|
$38,218
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
382
shares
|
$36,137
0.0% of portfolio
|
Q3 2025
Added 0.53%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
360
shares
|
$34,056
0.0% of portfolio
|
Q2 2024
Reduced 62.5%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
353
shares
|
$33,393
0.0% of portfolio
|
Q1 2025
Reduced 76.51%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 07, 2026 Q4 2025 |
315
shares
|
$29,799
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
306
shares
|
$28,947
0.0% of portfolio
|
Q2 2025
Added 24.39%
|
|
|
Rmg Wealth Management LLC
Platteville, WI |
Oct 30, 2025 Q3 2025 |
300
shares
|
$28,380
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
291
shares
|
$27,528
0.0% of portfolio
|
Q3 2025
Added 219.78%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
275
shares
|
$26,015
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
274
shares
|
$25,920
0.0% of portfolio
|
Q3 2025
Added 20.7%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
250
shares
|
$23,650
0.02% of portfolio
|
Q2 2022
Reduced 28.57%
|
|
|
Kerr Financial Planning Corp
Fresno, CA |
Nov 25, 2025 Q3 2025 |
242
shares
|
$22,893
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Oct 22, 2025 Q3 2025 |
225
shares
|
$21,285
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 20, 2026 Q4 2025 |
224
shares
|
$21,190
0.01% of portfolio
|
Q4 2025
Added 12.0%
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
203
shares
|
$19,203
0.0% of portfolio
|
Q3 2025
Reduced 92.43%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 04, 2025 Q3 2025 |
202
shares
|
$19,109
0.0% of portfolio
|
Q2 2024
Added 0.5%
|
|