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 |
|---|---|---|---|---|---|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
846
shares
|
$67,916
0.0% of portfolio
|
Q3 2025
Added 116.92%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
840
shares
|
$67,435
0.0% of portfolio
|
Q3 2025
Reduced 77.31%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
802
shares
|
$64,384
0.0% of portfolio
|
Q3 2025
Added 2665.52%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
800
shares
|
$64,224
0.07% of portfolio
|
Q2 2023
New holding
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
798
shares
|
$64,063
0.0% of portfolio
|
Q1 2024
Added 274.65%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
704
shares
|
$56,517
0.0% of portfolio
|
Q2 2025
Reduced 25.42%
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Jan 05, 2026 Q4 2025 |
660
shares
|
$52,984
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
645
shares
|
$51,780
0.0% of portfolio
|
Q4 2024
Reduced 92.8%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
642
shares
|
$51,539
0.0% of portfolio
|
Q3 2025
Reduced 31.12%
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
Nov 12, 2025 Q3 2025 |
630
shares
|
$50,576
0.03% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
628
shares
|
$50,415
0.0% of portfolio
|
Q3 2025
Reduced 26.89%
|
|
|
Trust CO Of Vermont
|
Jan 16, 2026 Q4 2025 |
609
shares
|
$48,890
0.0% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
585
shares
|
$46,963
0.0% of portfolio
|
Q3 2025
Added 42.68%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
582
shares
|
$46,722
0.02% of portfolio
|
Q3 2025
Added 100.0%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
499
shares
|
$40,059
0.0% of portfolio
|
Q2 2025
Added 13.93%
|
|
|
Piscataqua Savings Bank
|
Jan 16, 2026 Q4 2025 |
498
shares
|
$39,979
0.03% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Assetmark, Inc
|
Jan 23, 2026 Q4 2025 |
465
shares
|
$37,330
0.0% of portfolio
|
Q4 2025
Added 203.92%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Oct 28, 2025 Q3 2025 |
450
shares
|
$36,126
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Oct 29, 2025 Q3 2025 |
450
shares
|
$36,126
0.0% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
430
shares
|
$34,520
0.0% of portfolio
|
Q2 2025
Added 0.7%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Oct 17, 2025 Q3 2025 |
414
shares
|
$33,235
0.03% of portfolio
|
Q3 2025
Added 0.49%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
343
shares
|
$27,536
0.0% of portfolio
|
Q3 2025
Added 72.36%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
339
shares
|
$27,214
0.0% of portfolio
|
Q3 2025
Added 28.41%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
323
shares
|
$25,930
0.0% of portfolio
|
Q3 2025
Added 107.05%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
318
shares
|
$25,529
0.0% of portfolio
|
Q2 2025
Added 41.33%
|
|