Institutional Ownership Ishares Tr (IYE)
This table provides information about the institutional ownership of Ishares Tr (IYE). We have compiled data on the 332 institutions that hold shares in the stock, with a total of 15.1 Million shares, which have been reported (via 13F filing form) to have a value of $717 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sound Financial Strategies Group, LLC
|
Feb 06, 2025 Q4 2024 |
404
shares
|
$19,165
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
357
shares
|
$16,936
0.0% of portfolio
|
Q3 2024
Reduced 6.79%
|
|
|
Independence Bank Of Kentucky
|
Jan 24, 2025 Q4 2024 |
353
shares
|
$16,746
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
340
shares
|
$16,129
0.0% of portfolio
|
Q1 2024
Reduced 37.04%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
335
shares
|
$15,892
0.0% of portfolio
|
Q2 2024
Reduced 60.96%
|
|
|
Russell Investments Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
327
shares
|
$15,512
0.0% of portfolio
|
Q4 2024
Added 35.12%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
322
shares
|
$15,275
0.0% of portfolio
|
Q4 2024
Added 9.15%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Feb 13, 2025 Q4 2024 |
306
shares
|
$14,516
0.0% of portfolio
|
Q3 2023
Reduced 26.44%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
305
shares
|
$14,469
0.0% of portfolio
|
Q4 2024
Reduced 89.13%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Feb 10, 2025 Q4 2024 |
300
shares
|
$14,232
0.0% of portfolio
|
Q3 2019
New holding
|
|
|
Uma Financial Services, Inc.
|
Feb 12, 2025 Q4 2024 |
294
shares
|
$13,947
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Jan 29, 2025 Q4 2024 |
294
shares
|
$13,947
0.01% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Live Oak Investment Partners
Austin, TX |
Feb 06, 2025 Q4 2024 |
248
shares
|
$11,765
0.01% of portfolio
|
Q4 2024
Added 9.25%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Oct 31, 2024 Q3 2024 |
248
shares
|
$11,765
0.03% of portfolio
|
Q3 2024
Added 14.29%
|
|
|
Davis Capital Management
Jacksonville, FL |
Jan 17, 2025 Q4 2024 |
230
shares
|
$10,911
0.01% of portfolio
|
Q1 2020
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
208
shares
|
$9,867
0.0% of portfolio
|
Q3 2024
Reduced 24.64%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
203
shares
|
$9,630
0.01% of portfolio
|
Q2 2022
Reduced 98.43%
|
|
|
Optimum Investment Advisors
|
Feb 11, 2025 Q4 2024 |
200
shares
|
$9,488
0.0% of portfolio
|
Q1 2023
Added 72.41%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
200
shares
|
$9,488
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Nov 08, 2024 Q3 2024 |
175
shares
|
$8,302
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
175
shares
|
$8,302
0.0% of portfolio
|
Q2 2024
Added 0.57%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Feb 13, 2025 Q4 2024 |
157
shares
|
$7,448
0.0% of portfolio
|
Q1 2024
Reduced 46.78%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
150
shares
|
$7,116
0.0% of portfolio
|
Q3 2023
Reduced 7.41%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
145
shares
|
$6,878
0.0% of portfolio
|
Q4 2024
Reduced 32.87%
|
|
|
Oakworth Capital, Inc.
|
Jan 27, 2025 Q4 2024 |
142
shares
|
$6,736
0.0% of portfolio
|
Q3 2020
Reduced 47.21%
|