Institutional Ownership Ishares Tr (IHE)
This table provides information about the institutional ownership of Ishares Tr (IHE). We have compiled data on the 163 institutions that hold shares in the stock, with a total of 5.44 Million shares, which have been reported (via 13F filing form) to have a value of $386 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Feb 05, 2025 Q4 2024 |
3,226,694
shares
|
$229 Million
0.09% of portfolio
|
Q4 2024
Reduced 3.75%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
380,621
shares
|
$27 Million
0.0% of portfolio
|
Q4 2024
Added 67.61%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
188,567
shares
|
$13.4 Million
0.0% of portfolio
|
Q4 2024
Added 2176.83%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
164,218
shares
|
$11.6 Million
0.0% of portfolio
|
Q4 2024
Added 5.86%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
101,659
shares
|
$7.21 Million
0.0% of portfolio
|
Q4 2024
Added 16.74%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
100,000
shares
|
$7.09 Million
0.0% of portfolio
|
Q4 2024
Added 41.59%
|
|
|
Brown Advisory Inc
|
Feb 14, 2025 Q4 2024 |
91,967
shares
|
$6.52 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.55%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
81,188
shares
|
$5.76 Million
0.0% of portfolio
|
Q4 2024
Reduced 10.18%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
68,051
shares
|
$4.82 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Two Sigma Investments, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
67,400
shares
|
$4.78 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
59,880
shares
|
$4.25 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.43%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jan 13, 2025 Q4 2024 |
58,258
shares
|
$4.13 Million
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Concord Investment Counsel Inc.
Irvine, CA |
May 06, 2024 Q1 2024 |
57,145
shares
|
$4.05 Million
1.4% of portfolio
|
Q1 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
47,257
shares
|
$3.35 Million
0.0% of portfolio
|
Q3 2024
Reduced 6.18%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
40,248
shares
|
$2.85 Million
0.0% of portfolio
|
Q4 2024
Added 5.52%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Feb 13, 2025 Q4 2024 |
37,562
shares
|
$2.66 Million
0.04% of portfolio
|
Q4 2024
Reduced 7.27%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
35,701
shares
|
$2.53 Million
0.0% of portfolio
|
Q4 2024
Reduced 3.15%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
33,916
shares
|
$2.4 Million
0.0% of portfolio
|
Q4 2024
Added 4.33%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
31,191
shares
|
$2.21 Million
0.04% of portfolio
|
Q3 2024
Reduced 35.72%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
30,913
shares
|
$2.19 Million
0.0% of portfolio
|
Q4 2024
Added 74.61%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Feb 06, 2025 Q4 2024 |
29,526
shares
|
$2.09 Million
0.07% of portfolio
|
Q4 2024
Added 14.67%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
27,153
shares
|
$1.93 Million
0.0% of portfolio
|
Q4 2024
Reduced 4.63%
|
|
|
Patten & Patten Inc
|
Feb 10, 2025 Q4 2024 |
27,018
shares
|
$1.92 Million
0.12% of portfolio
|
Q4 2024
Added 4.67%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
21,355
shares
|
$1.51 Million
0.0% of portfolio
|
Q4 2024
Added 232.01%
|
|
|
Canal Capital Management, LLC
|
Feb 14, 2025 Q4 2024 |
20,504
shares
|
$1.45 Million
0.23% of portfolio
|
Q4 2024
New holding
|