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 |
|---|---|---|---|---|---|
|
Whittier Trust CO Of Nevada Inc
|
Feb 11, 2025 Q4 2024 |
24,739
shares
|
$1.17 Million
0.03% of portfolio
|
Q4 2024
Reduced 1.72%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
24,607
shares
|
$1.17 Million
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Foundation Wealth Management, LLC
Clayton, MO |
Feb 06, 2025 Q4 2024 |
24,413
shares
|
$1.16 Million
0.86% of portfolio
|
Q4 2024
Reduced 2.31%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
23,455
shares
|
$1.11 Million
0.0% of portfolio
|
Q3 2024
Reduced 14.53%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
22,839
shares
|
$1.08 Million
0.0% of portfolio
|
Q4 2024
Added 65.85%
|
|
|
Kkm Financial LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
22,583
shares
|
$1.07 Million
0.43% of portfolio
|
Q4 2023
New holding
|
|
|
Ballew Advisors, Inc
|
Jan 15, 2025 Q4 2024 |
22,471
shares
|
$1.07 Million
0.67% of portfolio
|
Q4 2024
Added 1.18%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
21,951
shares
|
$1.04 Million
0.03% of portfolio
|
Q4 2024
Added 4.25%
|
|
|
Cottonwood Capital Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
21,232
shares
|
$1.01 Million
0.74% of portfolio
|
Q4 2024
Reduced 3.65%
|
|
|
Grimes & Company, Inc.
|
Jan 21, 2025 Q4 2024 |
20,101
shares
|
$953,591
0.03% of portfolio
|
Q4 2024
Added 0.54%
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
18,655
shares
|
$884,993
0.05% of portfolio
|
Q4 2024
Added 24.04%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
17,595
shares
|
$834,706
0.0% of portfolio
|
Q4 2024
Reduced 55.35%
|
|
|
Wealth Management Partners, LLC
|
Jan 16, 2025 Q4 2024 |
16,813
shares
|
$797,608
0.33% of portfolio
|
Q4 2024
Added 0.6%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
16,790
shares
|
$796,517
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Shore Haven Wealth Partners, LLC
|
Jan 29, 2025 Q4 2024 |
16,454
shares
|
$780,577
0.37% of portfolio
|
Q4 2024
Added 11.23%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
16,400
shares
|
$778,016
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Family Firm, Inc.
|
Feb 10, 2025 Q4 2024 |
16,277
shares
|
$772,180
0.13% of portfolio
|
Q4 2024
Added 0.7%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
16,226
shares
|
$769,761
0.14% of portfolio
|
Q3 2022
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
15,547
shares
|
$737,549
0.0% of portfolio
|
Q4 2024
Reduced 1.89%
|
|
|
Founders Financial Securities LLC
|
Feb 10, 2025 Q4 2024 |
15,253
shares
|
$723,602
0.06% of portfolio
|
Q4 2024
Reduced 2.51%
|
|
|
Security Financial Services, Inc.
|
Feb 13, 2025 Q4 2024 |
15,187
shares
|
$720,471
0.14% of portfolio
|
Q4 2024
Added 36.52%
|
|
|
Detalus Advisors, LLC
|
Feb 06, 2025 Q4 2024 |
15,068
shares
|
$714,825
0.24% of portfolio
|
Q4 2024
Added 1.67%
|
|
|
Counterweight Ventures, LLC
Wilmington, NC |
Jan 28, 2025 Q4 2024 |
14,296
shares
|
$678,202
0.46% of portfolio
|
Q4 2024
Reduced 1.52%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
14,124
shares
|
$670,042
0.01% of portfolio
|
Q4 2024
Reduced 17.42%
|
|
|
Miracle Mile Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
13,789
shares
|
$654,150
0.01% of portfolio
|
Q4 2024
Added 189.62%
|