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 |
|---|---|---|---|---|---|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
7,716
shares
|
$372,528
0.09% of portfolio
|
Q3 2024
Reduced 3.61%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
7,644
shares
|
$369,052
0.01% of portfolio
|
Q4 2024
Reduced 2.48%
|
|
|
Claro Advisors LLC
Boston, MA |
Jan 13, 2025 Q4 2024 |
7,356
shares
|
$355,147
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
7,347
shares
|
$354,713
0.01% of portfolio
|
Q4 2024
Added 2.54%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
7,316
shares
|
$353,216
0.02% of portfolio
|
Q4 2024
Added 58.84%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
7,200
shares
|
$347,616
0.0% of portfolio
|
Q2 2024
Reduced 8.94%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
7,197
shares
|
$347,471
0.02% of portfolio
|
Q3 2024
Added 1.72%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
7,152
shares
|
$345,298
0.08% of portfolio
|
Q1 2024
Added 2.26%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
7,100
shares
|
$342,788
0.11% of portfolio
|
Q2 2020
Reduced 54.49%
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
7,100
shares
|
$342,788
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
7,013
shares
|
$338,587
0.01% of portfolio
|
Q4 2024
Reduced 2.66%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Jan 24, 2025 Q4 2024 |
6,950
shares
|
$335,546
0.13% of portfolio
|
Q3 2024
Reduced 4.34%
|
|
|
Retirement Planning Group
|
Oct 10, 2024 Q3 2024 |
6,784
shares
|
$327,531
0.02% of portfolio
|
Q3 2024
Added 3.37%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Jan 22, 2025 Q4 2024 |
6,707
shares
|
$323,813
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
6,560
shares
|
$316,716
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Appleton Partners Inc
|
Jan 28, 2025 Q4 2024 |
6,539
shares
|
$315,702
0.02% of portfolio
|
Q3 2024
Reduced 1.51%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
6,480
shares
|
$312,854
0.0% of portfolio
|
Q3 2024
Reduced 27.88%
|
|
|
Montecito Bank & Trust
|
Jan 17, 2025 Q4 2024 |
6,319
shares
|
$305,081
0.05% of portfolio
|
Q4 2024
Reduced 4.3%
|
|
|
Market Street Wealth Management Advisors LLC
|
Jan 17, 2025 Q4 2024 |
6,223
shares
|
$300,446
0.05% of portfolio
|
Q4 2024
Reduced 17.65%
|
|
|
Grove Bank & Trust
|
Jan 16, 2025 Q4 2024 |
6,158
shares
|
$297,308
0.04% of portfolio
|
Q4 2024
Reduced 44.81%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
6,000
shares
|
$289,680
0.06% of portfolio
|
Q1 2022
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
5,948
shares
|
$287,169
0.01% of portfolio
|
Q4 2024
Reduced 2.56%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Feb 03, 2025 Q4 2024 |
5,888
shares
|
$284,272
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
5,837
shares
|
$281,810
0.01% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
5,830
shares
|
$281,472
0.0% of portfolio
|
Q4 2024
Reduced 1.29%
|