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 |
|---|---|---|---|---|---|
|
Journey Strategic Wealth LLC
Summit, NJ |
Jan 24, 2025 Q4 2024 |
13,549
shares
|
$654,145
0.02% of portfolio
|
Q4 2024
Reduced 7.64%
|
|
|
Triumph Capital Management
|
Apr 25, 2024 Q1 2024 |
13,523
shares
|
$652,890
0.29% of portfolio
|
Q1 2024
Added 1.87%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
13,510
shares
|
$652,262
0.25% of portfolio
|
Q3 2021
Reduced 0.37%
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
12,987
shares
|
$627,012
0.06% of portfolio
|
Q3 2024
Reduced 1.14%
|
|
|
Eq LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
12,916
shares
|
$623,584
0.28% of portfolio
|
Q4 2024
Reduced 4.39%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
12,801
shares
|
$618,032
0.03% of portfolio
|
Q4 2024
Added 22.69%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
12,397
shares
|
$598,527
0.14% of portfolio
|
Q3 2024
Reduced 0.82%
|
|
|
Concord Investment Counsel Inc.
Irvine, CA |
May 06, 2024 Q1 2024 |
12,211
shares
|
$589,547
0.22% of portfolio
|
Q1 2024
New holding
|
|
|
Fort Washington Investment Advisors Inc
|
Jan 17, 2025 Q4 2024 |
11,960
shares
|
$577,428
0.0% of portfolio
|
Q4 2023
Reduced 4.01%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
11,785
shares
|
$568,979
0.01% of portfolio
|
Q4 2024
Added 10.65%
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
11,780
shares
|
$568,738
0.0% of portfolio
|
Q4 2024
Added 89.45%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
11,723
shares
|
$565,986
0.02% of portfolio
|
Q4 2024
Added 14.76%
|
|
|
Spc Financial, Inc.
|
Feb 06, 2025 Q4 2024 |
11,526
shares
|
$556,475
0.05% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
11,314
shares
|
$546,239
0.06% of portfolio
|
Q2 2022
Added 5.35%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
11,307
shares
|
$545,901
0.01% of portfolio
|
Q3 2024
Reduced 15.06%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jan 24, 2025 Q4 2024 |
11,148
shares
|
$538,225
0.08% of portfolio
|
Q4 2024
Added 44.59%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jan 24, 2025 Q4 2024 |
11,148
shares
|
$538,225
0.08% of portfolio
|
Q4 2024
Reduced 12.3%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Jan 13, 2025 Q4 2024 |
11,145
shares
|
$538,080
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Security Financial Services, Inc.
|
Nov 05, 2024 Q3 2024 |
11,124
shares
|
$537,066
0.11% of portfolio
|
Q3 2024
Added 160.7%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Feb 04, 2025 Q4 2024 |
10,962
shares
|
$529,245
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
10,922
shares
|
$527,314
0.0% of portfolio
|
Q3 2024
Reduced 9.06%
|
|
|
True Private Wealth Advisors
|
Nov 14, 2024 Q3 2024 |
10,699
shares
|
$516,547
0.06% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Jan 15, 2025 Q4 2024 |
10,658
shares
|
$514,568
0.12% of portfolio
|
Q1 2022
New holding
|
|
|
Navellier & Associates Inc
Reno, NV |
Feb 03, 2025 Q4 2024 |
10,537
shares
|
$508,726
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Empirical Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
10,277
shares
|
$496,173
0.01% of portfolio
|
Q4 2024
Reduced 8.47%
|