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 |
|---|---|---|---|---|---|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
835
shares
|
$40,313
0.0% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
Financial Management Professionals, Inc.
|
Jan 15, 2025 Q4 2024 |
824
shares
|
$39,782
0.0% of portfolio
|
Q3 2024
Added 345.41%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jan 17, 2025 Q4 2024 |
740
shares
|
$35,727
0.02% of portfolio
|
Q4 2023
Reduced 7.5%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
708
shares
|
$34,182
0.0% of portfolio
|
Q3 2024
Reduced 27.53%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
663
shares
|
$32,009
0.0% of portfolio
|
Q4 2024
Added 820.83%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
600
shares
|
$28,968
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
577
shares
|
$27,857
0.0% of portfolio
|
Q4 2024
Reduced 63.41%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
575
shares
|
$27,761
0.0% of portfolio
|
Q2 2024
Reduced 6.5%
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
537
shares
|
$25,926
0.0% of portfolio
|
Q4 2024
Added 0.75%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
500
shares
|
$24,140
0.01% of portfolio
|
Q3 2024
Reduced 32.71%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
480
shares
|
$23,174
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
475
shares
|
$22,933
0.01% of portfolio
|
Q4 2024
Reduced 9.52%
|
|
|
Phillips Financial Management, LLC
|
Feb 10, 2025 Q4 2024 |
457
shares
|
$22,063
0.0% of portfolio
|
Q1 2023
Added 30.2%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
456
shares
|
$22,015
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2024 Q3 2024 |
450
shares
|
$21,726
0.01% of portfolio
|
Q1 2023
Added 2150.0%
|
|
|
Whittier Trust CO
|
Feb 11, 2025 Q4 2024 |
434
shares
|
$20,953
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
407
shares
|
$19,649
0.0% of portfolio
|
Q4 2024
Reduced 8.95%
|
|
|
Sound Financial Strategies Group, LLC
|
Feb 06, 2025 Q4 2024 |
404
shares
|
$19,505
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
357
shares
|
$17,235
0.0% of portfolio
|
Q3 2024
Reduced 6.79%
|
|
|
Independence Bank Of Kentucky
|
Jan 24, 2025 Q4 2024 |
353
shares
|
$17,042
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
340
shares
|
$16,415
0.0% of portfolio
|
Q1 2024
Reduced 37.04%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
335
shares
|
$16,173
0.0% of portfolio
|
Q2 2024
Reduced 60.96%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
322
shares
|
$15,546
0.0% of portfolio
|
Q4 2024
Added 9.15%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Oct 22, 2024 Q3 2024 |
306
shares
|
$14,773
0.0% of portfolio
|
Q3 2023
Reduced 26.44%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
305
shares
|
$14,725
0.0% of portfolio
|
Q4 2024
Reduced 89.13%
|