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 |
|---|---|---|---|---|---|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
36,981
shares
|
$1.8 Million
0.01% of portfolio
|
Q3 2025
Added 46.46%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
35,983
shares
|
$1.76 Million
0.0% of portfolio
|
Q3 2025
Reduced 7.58%
|
|
|
Crestwood Advisors Group LLC
|
Nov 07, 2025 Q3 2025 |
35,674
shares
|
$1.74 Million
0.03% of portfolio
|
Q3 2025
Reduced 80.03%
|
|
|
First Citizens Financial Corp
|
Jan 06, 2026 Q4 2025 |
35,669
shares
|
$1.74 Million
0.88% of portfolio
|
Q4 2025
Reduced 3.02%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
34,006
shares
|
$1.66 Million
0.0% of portfolio
|
Q3 2025
Added 1.79%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
32,877
shares
|
$1.6 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Dentgroup LLC
|
Oct 03, 2025 Q3 2025 |
31,743
shares
|
$1.55 Million
1.06% of portfolio
|
Q3 2025
Reduced 3.55%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 06, 2026 Q3 2025 |
31,340
shares
|
$1.53 Million
0.01% of portfolio
|
Q3 2025
Reduced 14.08%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
29,265
shares
|
$1.43 Million
0.0% of portfolio
|
Q3 2025
Reduced 55.56%
|
|
|
Foundation Wealth Management, LLC
Clayton, MO |
Oct 28, 2025 Q3 2025 |
29,071
shares
|
$1.42 Million
0.88% of portfolio
|
Q3 2025
Reduced 1.23%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2025 Q3 2025 |
29,000
shares
|
$1.42 Million
0.0% of portfolio
|
Q3 2025
Added 491.84%
|
|
|
Quadrature Capital LTD
London, X0 |
Nov 13, 2025 Q3 2025 |
28,410
shares
|
$1.39 Million
0.02% of portfolio
|
Q3 2025
Added 11.14%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
27,997
shares
|
$1.37 Million
0.0% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
27,027
shares
|
$1.32 Million
0.0% of portfolio
|
Q3 2025
Reduced 13.45%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
26,977
shares
|
$1.32 Million
0.03% of portfolio
|
Q3 2025
Reduced 11.94%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
26,591
shares
|
$1.3 Million
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Ballew Advisors, Inc
|
Jan 14, 2026 Q4 2025 |
26,362
shares
|
$1.29 Million
0.78% of portfolio
|
Q4 2025
Reduced 3.21%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
24,956
shares
|
$1.22 Million
0.0% of portfolio
|
Q3 2025
Reduced 34.38%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 31, 2025 Q3 2025 |
24,714
shares
|
$1.21 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
24,099
shares
|
$1.18 Million
0.03% of portfolio
|
Q3 2025
Added 2.13%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 08, 2026 Q4 2025 |
23,965
shares
|
$1.17 Million
0.0% of portfolio
|
Q4 2025
Added 1.84%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Jan 21, 2026 Q4 2025 |
23,950
shares
|
$1.17 Million
0.35% of portfolio
|
Q4 2025
Reduced 3.7%
|
|
|
Rockland Trust CO
|
Jan 15, 2026 Q4 2025 |
23,409
shares
|
$1.14 Million
0.05% of portfolio
|
Q4 2025
Reduced 2.5%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
23,327
shares
|
$1.14 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.94%
|
|
|
Csenge Advisory Group
|
Oct 28, 2025 Q3 2025 |
22,996
shares
|
$1.12 Million
0.05% of portfolio
|
Q3 2025
Added 3.67%
|
|