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 |
|---|---|---|---|---|---|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
315
shares
|
$25,288
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Nov 05, 2025 Q3 2025 |
303
shares
|
$24,324
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Duncker Streett & CO Inc
|
Oct 23, 2025 Q3 2025 |
300
shares
|
$24,084
0.0% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
284
shares
|
$22,799
0.0% of portfolio
|
Q3 2025
Reduced 3.07%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
280
shares
|
$22,478
0.0% of portfolio
|
Q3 2025
Added 30.84%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
270
shares
|
$21,675
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
263
shares
|
$21,113
0.0% of portfolio
|
Q3 2025
Added 0.38%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
225
shares
|
$18,063
0.0% of portfolio
|
Q3 2025
Reduced 30.56%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Nov 04, 2025 Q3 2025 |
210
shares
|
$16,858
0.0% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
198
shares
|
$15,895
0.0% of portfolio
|
Q3 2024
Reduced 69.44%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Oct 29, 2025 Q3 2025 |
192
shares
|
$15,413
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 12, 2026 Q4 2025 |
168
shares
|
$13,487
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
162
shares
|
$13,005
0.0% of portfolio
|
Q3 2025
Reduced 57.81%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
150
shares
|
$12,042
0.0% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Spire Wealth Management
|
Jan 14, 2026 Q4 2025 |
150
shares
|
$12,042
0.0% of portfolio
|
Q4 2025
Reduced 94.75%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Nov 03, 2025 Q3 2025 |
150
shares
|
$12,042
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
150
shares
|
$12,042
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Guerra Advisors Inc
Miami, FL |
Nov 04, 2025 Q3 2025 |
138
shares
|
$11,078
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Running Point Capital Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
135
shares
|
$10,837
0.0% of portfolio
|
Q1 2024
Added 800.0%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 03, 2025 Q3 2025 |
106
shares
|
$8,509
0.0% of portfolio
|
Q2 2025
Added 0.95%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
96
shares
|
$7,706
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
90
shares
|
$7,225
0.0% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2026 Q4 2025 |
88
shares
|
$7,064
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
87
shares
|
$6,984
0.0% of portfolio
|
Q2 2025
Added 1.16%
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
87
shares
|
$6,984
0.0% of portfolio
|
Q4 2024
New holding
|
|