Institutional Ownership Ishares Tr (IHE)
This table provides information about the institutional ownership of Ishares Tr (IHE). We have compiled data on the 166 institutions that hold shares in the stock, with a total of 4.81 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 |
|---|---|---|---|---|---|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
6,745
shares
|
$541,488
0.0% of portfolio
|
Q3 2025
Reduced 1.23%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 20, 2026 Q4 2025 |
6,546
shares
|
$525,512
0.03% of portfolio
|
Q4 2025
New holding
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
6,516
shares
|
$523,104
0.0% of portfolio
|
Q3 2025
Added 6.35%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Jan 02, 2026 Q4 2025 |
6,396
shares
|
$513,470
0.04% of portfolio
|
Q1 2024
Reduced 18.82%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
6,308
shares
|
$506,406
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
5,602
shares
|
$449,728
0.01% of portfolio
|
Q4 2025
Reduced 24.67%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Jan 21, 2026 Q4 2025 |
5,574
shares
|
$447,480
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 14, 2026 Q4 2025 |
5,126
shares
|
$411,515
0.01% of portfolio
|
Q4 2025
Added 0.22%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
4,911
shares
|
$394,255
0.0% of portfolio
|
Q3 2025
Added 2.1%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
4,720
shares
|
$378,921
0.0% of portfolio
|
Q3 2025
Reduced 1.46%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 08, 2026 Q4 2025 |
4,696
shares
|
$376,994
0.0% of portfolio
|
Q4 2025
Added 11.62%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
4,640
shares
|
$372,499
0.0% of portfolio
|
Q3 2025
Added 6.06%
|
|
|
Pfg Advisors
|
Nov 12, 2025 Q3 2025 |
4,523
shares
|
$363,106
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
4,178
shares
|
$335,409
0.0% of portfolio
|
Q2 2025
Reduced 2.75%
|
|
|
Gsa Capital Partners LLP
London, X0 |
Nov 07, 2025 Q3 2025 |
4,140
shares
|
$332,359
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Aug 15, 2025 Q2 2025 |
4,140
shares
|
$332,359
0.01% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
4,074
shares
|
$327,060
0.0% of portfolio
|
Q3 2025
Added 218.03%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Jan 20, 2026 Q4 2025 |
4,072
shares
|
$326,900
0.07% of portfolio
|
Q3 2025
Reduced 13.23%
|
|
|
Gts Securities LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
3,998
shares
|
$320,959
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
3,910
shares
|
$313,894
0.0% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
3,556
shares
|
$285,475
0.0% of portfolio
|
Q3 2025
Reduced 17.49%
|
|
|
Apexium Financial, LP
|
Nov 17, 2025 Q3 2025 |
3,492
shares
|
$280,337
0.01% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
3,487
shares
|
$279,936
0.0% of portfolio
|
Q3 2025
Reduced 24.44%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
3,433
shares
|
$275,601
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Private Capital Management, LLC
Naples, FL |
Nov 14, 2025 Q3 2025 |
3,425
shares
|
$274,959
0.03% of portfolio
|
Q1 2025
New holding
|
|