Institutional Ownership Ishares Tr (IEO)
This table provides information about the institutional ownership of Ishares Tr (IEO). We have compiled data on the 171 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 |
|---|---|---|---|---|---|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
200
shares
|
$18,920
0.0% of portfolio
|
Q2 2025
Reduced 26.74%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 29, 2025 Q3 2025 |
200
shares
|
$18,920
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jan 22, 2026 Q4 2025 |
187
shares
|
$17,690
0.0% of portfolio
|
Q2 2025
Added 68.47%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
176
shares
|
$16,649
0.0% of portfolio
|
Q3 2025
Reduced 75.72%
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 12, 2026 Q4 2025 |
158
shares
|
$14,946
0.0% of portfolio
|
Q1 2024
Added 0.64%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
156
shares
|
$14,757
0.0% of portfolio
|
Q3 2025
Added 0.65%
|
|
|
High Mark Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
156
shares
|
$14,757
0.01% of portfolio
|
Q3 2025
Reduced 11.36%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
154
shares
|
$14,568
0.0% of portfolio
|
Q3 2025
Added 0.65%
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 23, 2026 Q4 2025 |
150
shares
|
$14,190
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jan 14, 2026 Q4 2025 |
130
shares
|
$12,298
0.01% of portfolio
|
Q3 2025
Reduced 38.1%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
127
shares
|
$12,014
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Spire Wealth Management
|
Jan 14, 2026 Q4 2025 |
126
shares
|
$11,919
0.0% of portfolio
|
Q4 2025
Added 0.8%
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
125
shares
|
$11,825
0.0% of portfolio
|
Q3 2025
Reduced 28.98%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
114
shares
|
$10,784
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
105
shares
|
$9,933
0.0% of portfolio
|
Q1 2025
Reduced 53.95%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jan 05, 2026 Q4 2025 |
101
shares
|
$9,554
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
71
shares
|
$6,716
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 03, 2025 Q3 2025 |
70
shares
|
$6,622
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2026 Q4 2025 |
69
shares
|
$6,527
0.0% of portfolio
|
Q1 2025
Reduced 98.94%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
61
shares
|
$5,770
0.0% of portfolio
|
Q2 2023
Added 1.67%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 13, 2026 Q4 2025 |
58
shares
|
$5,486
0.0% of portfolio
|
Q4 2025
Added 1.75%
|
|
|
Princeton Global Asset Management LLC
|
Jan 20, 2026 Q4 2025 |
51
shares
|
$4,824
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Dec 08, 2025 Q3 2025 |
50
shares
|
$4,730
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
50
shares
|
$4,730
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
50
shares
|
$4,730
0.0% of portfolio
|
Q2 2025
New holding
|
|