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 |
|---|---|---|---|---|---|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
86
shares
|
$6,097
0.0% of portfolio
|
Q3 2024
Reduced 99.95%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
86
shares
|
$6,097
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Feb 06, 2025 Q4 2024 |
84
shares
|
$5,955
0.0% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
67
shares
|
$4,750
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Feb 10, 2025 Q4 2024 |
55
shares
|
$3,899
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
50
shares
|
$3,545
0.0% of portfolio
|
Q4 2019
Reduced 36.0%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
30
shares
|
$2,127
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
23
shares
|
$1,630
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
14
shares
|
$992
0.0% of portfolio
|
Q4 2024
Reduced 99.44%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
12
shares
|
$850
0.0% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Feb 10, 2025 Q4 2024 |
11
shares
|
$779
0.0% of portfolio
|
Q4 2024
Reduced 52.17%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
1
shares
|
$70
0.0% of portfolio
|
Q3 2024
Reduced 100.0%
|