Institutional Ownership Ishares Tr (IYE)
This table provides information about the institutional ownership of Ishares Tr (IYE). We have compiled data on the 339 institutions that hold shares in the stock, with a total of 14.9 Million shares, which have been reported (via 13F filing form) to have a value of $636 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
2,107,963
shares
|
$89.8 Million
0.01% of portfolio
|
Q4 2024
Added 6.82%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Feb 13, 2025 Q4 2024 |
1,453,605
shares
|
$61.9 Million
1.3% of portfolio
|
Q4 2024
Added 2.23%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
1,237,799
shares
|
$52.7 Million
0.0% of portfolio
|
Q4 2024
Reduced 10.43%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
1,050,136
shares
|
$44.7 Million
0.01% of portfolio
|
Q4 2024
Added 3.13%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
915,777
shares
|
$39 Million
0.01% of portfolio
|
Q4 2024
Added 50.17%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
642,481
shares
|
$27.4 Million
0.01% of portfolio
|
Q4 2024
Added 53.35%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
622,662
shares
|
$26.5 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.38%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
454,722
shares
|
$19.4 Million
0.0% of portfolio
|
Q4 2024
Added 66.29%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
350,229
shares
|
$14.9 Million
0.0% of portfolio
|
Q4 2024
Reduced 25.73%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
326,827
shares
|
$13.9 Million
0.36% of portfolio
|
Q3 2022
Reduced 35.9%
|
|
|
Bright Rock Capital Management, LLC
|
Apr 16, 2025 Q1 2025 |
300,000
shares
|
$12.8 Million
3.26% of portfolio
|
Q4 2020
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
293,672
shares
|
$12.5 Million
0.0% of portfolio
|
Q4 2024
Added 47.63%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
240,013
shares
|
$10.2 Million
0.04% of portfolio
|
Q4 2024
Added 348.22%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
223,922
shares
|
$9.54 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Crestwood Advisors Group LLC
|
May 05, 2025 Q1 2025 |
220,523
shares
|
$9.39 Million
0.21% of portfolio
|
Q1 2025
Reduced 2.32%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
185,521
shares
|
$7.9 Million
0.02% of portfolio
|
Q1 2025
Added 8.27%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
168,037
shares
|
$7.16 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.38%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
157,945
shares
|
$6.73 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.26%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
147,492
shares
|
$6.28 Million
0.01% of portfolio
|
Q4 2024
Added 3.9%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
123,041
shares
|
$5.24 Million
0.01% of portfolio
|
Q4 2024
Reduced 12.43%
|
|
|
Amg National Trust Bank
|
May 05, 2025 Q1 2025 |
119,149
shares
|
$5.08 Million
0.16% of portfolio
|
Q1 2025
Reduced 15.47%
|
|
|
Summit Financial Consulting LLC
Sterling Heights, MI |
Apr 29, 2025 Q1 2025 |
112,711
shares
|
$4.8 Million
5.16% of portfolio
|
Q1 2025
New holding
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
Feb 13, 2025 Q4 2024 |
86,112
shares
|
$3.67 Million
0.05% of portfolio
|
Q4 2024
Reduced 7.85%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
76,022
shares
|
$3.24 Million
0.23% of portfolio
|
Q4 2024
Added 208.94%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
75,076
shares
|
$3.2 Million
0.01% of portfolio
|
Q4 2024
Added 0.6%
|