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 |
|---|---|---|---|---|---|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
22,722
shares
|
$1.11 Million
0.01% of portfolio
|
Q3 2025
Reduced 22.78%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2025 Q3 2025 |
22,714
shares
|
$1.11 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.45%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
22,271
shares
|
$1.09 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.61%
|
|
|
Asempa Wealth Advisors
Baton Rouge, LA |
Jan 08, 2026 Q4 2025 |
21,909
shares
|
$1.07 Million
0.9% of portfolio
|
Q4 2025
New holding
|
|
|
Wealth Management Partners, LLC
|
Jan 12, 2026 Q4 2025 |
21,654
shares
|
$1.06 Million
0.36% of portfolio
|
Q4 2025
Added 2.74%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
21,203
shares
|
$1.03 Million
0.02% of portfolio
|
Q3 2025
Reduced 64.65%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Jan 20, 2026 Q4 2025 |
20,472
shares
|
$999,033
0.08% of portfolio
|
Q4 2025
Reduced 1.37%
|
|
|
Cottonwood Capital Advisors, LLC
|
Jan 14, 2026 Q4 2025 |
20,200
shares
|
$985,760
0.78% of portfolio
|
Q4 2025
Reduced 1.89%
|
|
|
Y Intercept (Hong Kong) LTD
|
Oct 31, 2025 Q3 2025 |
19,874
shares
|
$969,851
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Politan Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
19,599
shares
|
$956,431
0.08% of portfolio
|
Q3 2025
Added 13.89%
|
|
|
Kkm Financial LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
19,268
shares
|
$940,278
0.29% of portfolio
|
Q1 2025
Reduced 14.68%
|
|
|
Heartwood Wealth Advisors LLC
|
Jan 12, 2026 Q4 2025 |
18,794
shares
|
$917,147
0.09% of portfolio
|
Q4 2025
Added 17.32%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
18,589
shares
|
$907,143
0.0% of portfolio
|
Q3 2025
Reduced 5.74%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
18,462
shares
|
$900,945
0.0% of portfolio
|
Q3 2025
Reduced 3.56%
|
|
|
Family Firm, Inc.
|
Aug 08, 2025 Q2 2025 |
16,447
shares
|
$802,613
0.17% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
16,226
shares
|
$791,828
0.14% of portfolio
|
Q3 2022
New holding
|
|
|
Cubist Systematic Strategies, LLC
Stamford, CT |
Nov 14, 2025 Q3 2025 |
15,154
shares
|
$739,515
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ironwood Financial, LLC
|
Jan 15, 2026 Q4 2025 |
15,075
shares
|
$735,660
0.13% of portfolio
|
Q4 2025
Reduced 2.1%
|
|
|
Navellier & Associates Inc
Reno, NV |
Nov 06, 2025 Q3 2025 |
15,037
shares
|
$733,805
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Founders Financial Securities LLC
|
Oct 15, 2025 Q3 2025 |
13,795
shares
|
$673,196
0.05% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 16, 2026 Q4 2025 |
13,686
shares
|
$667,876
0.01% of portfolio
|
Q3 2025
Reduced 1.99%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Oct 31, 2025 Q3 2025 |
13,637
shares
|
$665,485
0.1% of portfolio
|
Q3 2025
Added 4.67%
|
|
|
Grove Bank & Trust
|
Jan 08, 2026 Q4 2025 |
13,608
shares
|
$664,070
0.08% of portfolio
|
Q3 2025
Added 120.98%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
13,510
shares
|
$659,288
0.25% of portfolio
|
Q3 2021
Reduced 0.37%
|
|
|
Davenport & CO LLC
|
Jan 12, 2026 Q4 2025 |
13,431
shares
|
$655,432
0.0% of portfolio
|
Q4 2025
Added 21.27%
|
|