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 |
|---|---|---|---|---|---|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
20,485
shares
|
$1.45 Million
0.02% of portfolio
|
Q4 2024
Added 2.04%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Feb 13, 2025 Q4 2024 |
20,155
shares
|
$1.43 Million
0.19% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
19,968
shares
|
$1.42 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
18,708
shares
|
$1.33 Million
0.0% of portfolio
|
Q4 2024
Added 265.68%
|
|
|
Spinnaker Trust
|
Jan 30, 2025 Q4 2024 |
18,154
shares
|
$1.29 Million
0.08% of portfolio
|
Q3 2024
Added 11.21%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
17,447
shares
|
$1.24 Million
0.46% of portfolio
|
Q2 2022
Reduced 1.01%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
15,650
shares
|
$1.11 Million
0.0% of portfolio
|
Q3 2024
Reduced 50.18%
|
|
|
Grimes & Company, Inc.
|
Jan 21, 2025 Q4 2024 |
14,715
shares
|
$1.04 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Massachusetts Wealth Management
North Andover, MA |
Jan 27, 2025 Q4 2024 |
14,460
shares
|
$1.03 Million
0.59% of portfolio
|
Q4 2024
Reduced 0.62%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
13,931
shares
|
$987,707
0.01% of portfolio
|
Q4 2024
Reduced 7.7%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
13,922
shares
|
$987,069
0.0% of portfolio
|
Q4 2024
Added 109.51%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
13,653
shares
|
$967,997
0.0% of portfolio
|
Q4 2024
Added 1.95%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Feb 13, 2025 Q4 2024 |
13,430
shares
|
$952,187
0.04% of portfolio
|
Q1 2024
Added 179.21%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
12,926
shares
|
$916,453
0.0% of portfolio
|
Q4 2024
Added 134.42%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
Feb 14, 2025 Q4 2024 |
12,656
shares
|
$897,310
0.12% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
11,848
shares
|
$840,023
0.0% of portfolio
|
Q4 2024
Reduced 1.21%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
11,246
shares
|
$797,341
0.0% of portfolio
|
Q4 2024
Added 46.62%
|
|
|
Institute For Wealth Management, Llc.
|
Jan 23, 2025 Q4 2024 |
10,992
shares
|
$779,332
0.09% of portfolio
|
Q4 2024
Reduced 0.32%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
10,824
shares
|
$767,421
0.0% of portfolio
|
Q4 2024
Reduced 19.4%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
10,465
shares
|
$741,968
0.01% of portfolio
|
Q4 2024
Added 3.16%
|
|
|
Family Firm, Inc.
|
Feb 10, 2025 Q4 2024 |
10,054
shares
|
$712,828
0.11% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
9,555
shares
|
$677,449
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
8,500
shares
|
$602,650
0.03% of portfolio
|
Q4 2024
Added 140.32%
|
|
|
Commonwealth Retirement Investments LLC
Richmond, VA |
Feb 04, 2025 Q4 2024 |
8,157
shares
|
$578,331
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Sabal Trust CO
|
Feb 04, 2025 Q4 2024 |
7,461
shares
|
$528,984
0.03% of portfolio
|
Q4 2024
New holding
|