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 |
|---|---|---|---|---|---|
|
Signature Estate & Investment Advisors LLC
|
Nov 05, 2025 Q3 2025 |
13,190
shares
|
$643,672
0.01% of portfolio
|
Q3 2025
Reduced 1.93%
|
|
|
Counterweight Ventures, LLC
Wilmington, NC |
Jan 15, 2026 Q4 2025 |
12,968
shares
|
$632,838
0.35% of portfolio
|
Q4 2025
Reduced 0.38%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
12,817
shares
|
$625,469
0.02% of portfolio
|
Q3 2025
Added 1.26%
|
|
|
Tradition Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
12,703
shares
|
$619,906
0.05% of portfolio
|
Q3 2025
Reduced 0.46%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
12,369
shares
|
$603,607
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
12,139
shares
|
$592,383
0.01% of portfolio
|
Q3 2025
Reduced 2.89%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jan 23, 2026 Q4 2025 |
11,703
shares
|
$571,106
0.01% of portfolio
|
Q4 2025
Added 171.03%
|
|
|
Fort Washington Investment Advisors Inc
|
Jan 13, 2026 Q4 2025 |
11,700
shares
|
$570,960
0.0% of portfolio
|
Q3 2025
Reduced 2.17%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
11,639
shares
|
$567,983
0.0% of portfolio
|
Q3 2025
Added 1.65%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
11,314
shares
|
$552,123
0.06% of portfolio
|
Q2 2022
Added 5.35%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
10,830
shares
|
$528,504
0.0% of portfolio
|
Q3 2025
Reduced 91.22%
|
|
|
True Private Wealth Advisors
|
Nov 14, 2025 Q3 2025 |
10,699
shares
|
$522,111
0.06% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Retirement Planning Group
|
Oct 27, 2025 Q3 2025 |
10,639
shares
|
$519,183
0.02% of portfolio
|
Q3 2025
Added 43.21%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
10,507
shares
|
$512,741
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
10,455
shares
|
$510,203
0.01% of portfolio
|
Q3 2025
Added 4.33%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Oct 17, 2025 Q3 2025 |
10,241
shares
|
$499,760
0.06% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Yukon Wealth Management, Inc.
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
10,239
shares
|
$499,663
0.16% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
10,027
shares
|
$489,317
0.15% of portfolio
|
Q2 2022
Added 3.53%
|
|
|
Empirical Asset Management, LLC
|
Nov 10, 2025 Q3 2025 |
9,970
shares
|
$486,536
0.13% of portfolio
|
Q3 2025
Reduced 0.99%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Nov 06, 2025 Q3 2025 |
9,882
shares
|
$482,241
0.1% of portfolio
|
Q3 2025
Reduced 2.19%
|
|
|
Matthew Goff Investment Advisor, LLC
|
Jan 14, 2026 Q4 2025 |
9,669
shares
|
$471,847
0.08% of portfolio
|
Q4 2025
New holding
|
|
|
Grimes & Company, Inc.
|
Oct 27, 2025 Q3 2025 |
9,629
shares
|
$469,895
0.01% of portfolio
|
Q3 2025
Reduced 2.63%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
9,608
shares
|
$468,870
0.04% of portfolio
|
Q3 2025
Reduced 75.53%
|
|
|
Hrt Financial LP
New York, NY |
Nov 14, 2025 Q3 2025 |
9,543
shares
|
$465,698
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
9,226
shares
|
$450,228
0.03% of portfolio
|
Q3 2025
Added 115.26%
|
|