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 |
|---|---|---|---|---|---|
|
Capital Investment Counsel, Inc
|
Feb 03, 2025 Q4 2024 |
100
shares
|
$4,828
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Simplex Trading, LLC
|
Feb 11, 2025 Q4 2024 |
100
shares
|
$4,828
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
100
shares
|
$4,828
0.0% of portfolio
|
Q3 2020
Reduced 99.62%
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
95
shares
|
$4,586
0.0% of portfolio
|
Q2 2020
Reduced 44.12%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
90
shares
|
$4,345
0.0% of portfolio
|
Q2 2024
Reduced 82.69%
|
|
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
Feb 11, 2025 Q4 2024 |
87
shares
|
$4,200
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
85
shares
|
$4,103
0.0% of portfolio
|
Q4 2024
Reduced 64.44%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
83
shares
|
$4,007
0.0% of portfolio
|
Q3 2024
Reduced 68.32%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
75
shares
|
$3,621
0.0% of portfolio
|
Q2 2023
Added 1.35%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jan 24, 2025 Q4 2024 |
74
shares
|
$3,572
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jan 23, 2025 Q4 2024 |
60
shares
|
$2,896
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
20
shares
|
$965
0.0% of portfolio
|
Q3 2024
Reduced 58.33%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
19
shares
|
$917
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
19
shares
|
$917
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jan 15, 2025 Q4 2024 |
15
shares
|
$724
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
12
shares
|
$579
0.0% of portfolio
|
Q3 2024
Reduced 77.36%
|
|
|
Founders Capital Management
|
Jan 13, 2025 Q4 2024 |
9
shares
|
$434
0.0% of portfolio
|
Q4 2021
Added 12.5%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
3
shares
|
$144
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|