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 |
|---|---|---|---|---|---|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
2,186
shares
|
$154,987
0.0% of portfolio
|
Q4 2024
Reduced 27.54%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
1,575
shares
|
$111,667
0.0% of portfolio
|
Q4 2024
Added 41.76%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
1,505
shares
|
$106,704
0.0% of portfolio
|
Q2 2023
Reduced 11.94%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
1,430
shares
|
$101,387
0.0% of portfolio
|
Q4 2024
Reduced 22.83%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jan 10, 2025 Q4 2024 |
1,391
shares
|
$98,621
0.07% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
1,285
shares
|
$91,106
0.03% of portfolio
|
Q4 2021
New holding
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
1,209
shares
|
$85,718
0.0% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
1,065
shares
|
$75,508
0.0% of portfolio
|
Q1 2024
Added 145.39%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
928
shares
|
$65,795
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jan 28, 2025 Q4 2024 |
900
shares
|
$63,810
0.03% of portfolio
|
Q3 2024
Reduced 21.26%
|
|
|
Hallmark Capital Management Inc
|
Jan 31, 2025 Q4 2024 |
900
shares
|
$63,810
0.0% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
900
shares
|
$63,810
0.02% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
800
shares
|
$56,720
0.07% of portfolio
|
Q2 2023
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
798
shares
|
$56,578
0.0% of portfolio
|
Q1 2024
Added 274.65%
|
|
|
Jackson Hole Capital Partners, LLC
|
Feb 07, 2025 Q4 2024 |
750
shares
|
$53,175
0.01% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Jan 22, 2025 Q4 2024 |
660
shares
|
$46,794
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
645
shares
|
$45,730
0.0% of portfolio
|
Q4 2024
Reduced 92.8%
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
Feb 12, 2025 Q4 2024 |
630
shares
|
$44,667
0.03% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Trust CO Of Vermont
|
Jan 15, 2025 Q4 2024 |
609
shares
|
$43,178
0.0% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Piscataqua Savings Bank
|
Jan 22, 2025 Q4 2024 |
498
shares
|
$35,308
0.03% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
450
shares
|
$31,905
0.0% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
432
shares
|
$30,628
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
429
shares
|
$30,416
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
410
shares
|
$29,069
0.0% of portfolio
|
Q4 2024
Reduced 6.39%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
390
shares
|
$27,651
0.0% of portfolio
|
Q2 2024
New holding
|