Institutional Ownership Ishares Tr (IYE)
This table provides information about the institutional ownership of Ishares Tr (IYE). We have compiled data on the 323 institutions that hold shares in the stock, with a total of 14.7 Million shares, which have been reported (via 13F filing form) to have a value of $692 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pineridge Advisors LLC
St. Charles, MO |
Jan 29, 2025 Q4 2024 |
1,696
shares
|
$81,882
0.03% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
1,640
shares
|
$79,179
0.0% of portfolio
|
Q4 2024
Reduced 40.04%
|
|
|
Hallmark Capital Management Inc
|
Jan 31, 2025 Q4 2024 |
1,639
shares
|
$79,130
0.01% of portfolio
|
Q2 2023
Reduced 2.85%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
1,573
shares
|
$75,944
0.02% of portfolio
|
Q4 2022
Added 2.08%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
1,550
shares
|
$74,834
0.03% of portfolio
|
Q3 2024
Reduced 11.43%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
1,497
shares
|
$72,275
0.01% of portfolio
|
Q1 2023
Added 31.32%
|
|
|
Soa Wealth Advisors, Llc.
|
Feb 06, 2025 Q4 2024 |
1,456
shares
|
$70,295
0.01% of portfolio
|
Q4 2024
Added 0.69%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 13, 2024 Q3 2024 |
1,322
shares
|
$63,826
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
1,301
shares
|
$62,812
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
1,151
shares
|
$55,570
0.03% of portfolio
|
Q4 2023
Reduced 21.49%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,145
shares
|
$55,280
0.0% of portfolio
|
Q3 2021
Reduced 78.93%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jan 29, 2025 Q4 2024 |
1,140
shares
|
$55,039
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Nbt Bank N A
|
Feb 07, 2025 Q4 2024 |
1,127
shares
|
$54,411
0.0% of portfolio
|
Q4 2024
Reduced 3.1%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
1,119
shares
|
$54,025
0.0% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
1,100
shares
|
$53,108
0.0% of portfolio
|
Q4 2022
Added 57.14%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
1,050
shares
|
$50,694
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Paladin Advisory Group, LLC
|
Jan 23, 2025 Q4 2024 |
1,025
shares
|
$49,487
0.04% of portfolio
|
Q3 2023
Reduced 9.05%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
1,000
shares
|
$48,280
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
958
shares
|
$46,252
0.0% of portfolio
|
Q3 2023
Reduced 5.79%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
941
shares
|
$45,431
0.0% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
927
shares
|
$44,755
0.04% of portfolio
|
Q4 2021
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
900
shares
|
$43,452
0.0% of portfolio
|
Q3 2024
Added 14.8%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
849
shares
|
$40,989
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
848
shares
|
$40,941
0.0% of portfolio
|
Q4 2024
Added 17.61%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
842
shares
|
$40,651
0.0% of portfolio
|
Q4 2023
Added 84100.0%
|