Institutional Ownership Ishares Tr (IYE)
This table provides information about the institutional ownership of Ishares Tr (IYE). We have compiled data on the 319 institutions that hold shares in the stock, with a total of 13.7 Million shares, which have been reported (via 13F filing form) to have a value of $670 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
1,550
shares
|
$75,640
0.03% of portfolio
|
Q3 2024
Reduced 11.43%
|
|
|
Soa Wealth Advisors, Llc.
|
Jan 20, 2026 Q4 2025 |
1,498
shares
|
$73,102
0.01% of portfolio
|
Q4 2025
Added 0.67%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
1,497
shares
|
$73,053
0.0% of portfolio
|
Q3 2025
Reduced 14.31%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
1,497
shares
|
$73,053
0.01% of portfolio
|
Q1 2023
Added 31.32%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 21, 2026 Q4 2025 |
1,471
shares
|
$71,784
0.01% of portfolio
|
Q4 2025
Added 54.19%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
1,328
shares
|
$64,806
0.0% of portfolio
|
Q3 2025
Added 0.61%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2026 Q4 2025 |
1,259
shares
|
$61,439
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 25, 2025 Q3 2025 |
1,225
shares
|
$59,780
0.03% of portfolio
|
Q1 2025
Reduced 7.34%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
1,212
shares
|
$59,145
0.0% of portfolio
|
Q3 2025
Added 19.17%
|
|
|
N.E.W. Advisory Services LLC
|
Oct 27, 2025 Q3 2025 |
1,163
shares
|
$56,754
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
1,151
shares
|
$56,168
0.03% of portfolio
|
Q4 2023
Reduced 21.49%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,145
shares
|
$55,876
0.0% of portfolio
|
Q3 2021
Reduced 78.93%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Oct 24, 2025 Q3 2025 |
1,140
shares
|
$55,632
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jan 20, 2026 Q4 2025 |
1,100
shares
|
$53,680
0.0% of portfolio
|
Q4 2022
Added 57.14%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
1,058
shares
|
$51,630
0.0% of portfolio
|
Q3 2025
Added 10.44%
|
|
|
Paladin Advisory Group, LLC
|
Jan 21, 2026 Q4 2025 |
1,025
shares
|
$50,020
0.04% of portfolio
|
Q3 2023
Reduced 9.05%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
1,000
shares
|
$48,800
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
952
shares
|
$46,457
0.0% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
927
shares
|
$45,237
0.04% of portfolio
|
Q4 2021
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
851
shares
|
$41,528
0.0% of portfolio
|
Q3 2025
Added 0.71%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Oct 29, 2025 Q3 2025 |
849
shares
|
$41,431
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
808
shares
|
$39,430
0.0% of portfolio
|
Q3 2025
Added 142.64%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Nov 04, 2025 Q3 2025 |
742
shares
|
$36,209
0.01% of portfolio
|
Q3 2025
Reduced 56.84%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 29, 2025 Q3 2025 |
740
shares
|
$36,112
0.02% of portfolio
|
Q4 2023
Reduced 7.5%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
650
shares
|
$31,719
0.0% of portfolio
|
Q1 2025
New holding
|
|