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 |
|---|---|---|---|---|---|
|
New Republic Capital, LLC
Charlotte, NC |
Oct 27, 2025 Q3 2025 |
294
shares
|
$14,347
0.0% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
294
shares
|
$14,347
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mma Asset Management LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
283
shares
|
$13,810
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Assetmark, Inc
|
Jan 23, 2026 Q4 2025 |
279
shares
|
$13,615
0.0% of portfolio
|
Q2 2025
Added 28.57%
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
210
shares
|
$10,248
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2026 Q4 2025 |
209
shares
|
$10,199
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
203
shares
|
$9,906
0.01% of portfolio
|
Q2 2022
Reduced 98.43%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Oct 23, 2025 Q3 2025 |
201
shares
|
$9,808
0.0% of portfolio
|
Q3 2025
Added 0.5%
|
|
|
Simplex Trading, LLC
|
Nov 12, 2025 Q3 2025 |
200
shares
|
$9,760
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Optimum Investment Advisors
|
Oct 20, 2025 Q3 2025 |
200
shares
|
$9,760
0.0% of portfolio
|
Q1 2023
Added 72.41%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
200
shares
|
$9,760
0.0% of portfolio
|
Q3 2025
Added 122.22%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
200
shares
|
$9,760
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
191
shares
|
$9,320
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Nov 14, 2025 Q3 2025 |
175
shares
|
$8,540
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Hallmark Capital Management Inc
|
Nov 03, 2025 Q3 2025 |
163
shares
|
$7,954
0.0% of portfolio
|
Q1 2025
Reduced 90.05%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 14, 2025 Q3 2025 |
157
shares
|
$7,661
0.0% of portfolio
|
Q1 2024
Reduced 46.78%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 08, 2026 Q4 2025 |
151
shares
|
$7,368
0.0% of portfolio
|
Q4 2025
Reduced 10.12%
|
|
|
Founders Capital Management
|
Jan 15, 2026 Q4 2025 |
142
shares
|
$6,929
0.0% of portfolio
|
Q4 2025
Added 0.71%
|
|
|
Versant Capital Management, Inc
|
Jan 08, 2026 Q4 2025 |
127
shares
|
$6,197
0.0% of portfolio
|
Q4 2025
Added 0.79%
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
115
shares
|
$5,612
0.0% of portfolio
|
Q2 2024
Reduced 51.68%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
101
shares
|
$4,928
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
100
shares
|
$4,880
0.0% of portfolio
|
Q3 2020
Reduced 99.62%
|
|
|
Capital Investment Counsel, Inc
|
Jan 23, 2026 Q4 2025 |
100
shares
|
$4,880
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Nov 14, 2025 Q3 2025 |
97
shares
|
$4,733
0.0% of portfolio
|
Q1 2025
Reduced 71.04%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
97
shares
|
$4,733
0.0% of portfolio
|
Q4 2024
Reduced 25.38%
|
|