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 |
|---|---|---|---|---|---|
|
Tyler Stone Wealth Management
Beachwood, OH |
Feb 11, 2025 Q4 2024 |
5,828
shares
|
$276,480
0.05% of portfolio
|
Q4 2024
Added 0.71%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
5,743
shares
|
$272,447
0.0% of portfolio
|
Q3 2024
Added 16.7%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Jan 16, 2025 Q4 2024 |
5,715
shares
|
$271,119
0.06% of portfolio
|
Q3 2024
Reduced 5.18%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
5,660
shares
|
$268,510
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Jan 28, 2025 Q4 2024 |
5,653
shares
|
$268,178
0.06% of portfolio
|
Q3 2024
Reduced 11.74%
|
|
|
One Advisory Partners, LLC
|
Jan 21, 2025 Q4 2024 |
5,650
shares
|
$268,036
0.12% of portfolio
|
Q4 2024
Added 6.44%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
5,594
shares
|
$265,379
0.0% of portfolio
|
Q4 2024
Reduced 22.31%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
5,526
shares
|
$262,153
0.01% of portfolio
|
Q4 2024
Reduced 0.68%
|
|
|
Cora Capital Advisors LLC
Marlton, NJ |
Jan 21, 2025 Q4 2024 |
5,500
shares
|
$260,920
0.12% of portfolio
|
Q4 2022
New holding
|
|
|
Next Capital Management LLC
|
Feb 11, 2025 Q4 2024 |
5,500
shares
|
$260,920
0.1% of portfolio
|
Q2 2022
Reduced 87.95%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Feb 10, 2025 Q4 2024 |
5,367
shares
|
$254,610
0.02% of portfolio
|
Q4 2023
Added 0.54%
|
|
|
Venture Visionary Partners LLC
|
Feb 12, 2025 Q4 2024 |
5,348
shares
|
$253,709
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
5,315
shares
|
$252,143
0.07% of portfolio
|
Q3 2023
New holding
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
5,313
shares
|
$252,048
0.02% of portfolio
|
Q4 2022
Reduced 4.1%
|
|
|
Pekin Hardy Strauss, Inc.
|
Feb 03, 2025 Q4 2024 |
5,275
shares
|
$250,246
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
5,160
shares
|
$244,790
0.01% of portfolio
|
Q3 2023
Reduced 5.89%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Jan 14, 2025 Q4 2024 |
5,043
shares
|
$239,239
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
5,006
shares
|
$237,484
0.0% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
First Citizens Bank & Trust CO
|
Jan 21, 2025 Q4 2024 |
5,000
shares
|
$237,200
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
4,999
shares
|
$237,152
0.09% of portfolio
|
Q4 2024
Reduced 0.52%
|
|
|
Windward Private Wealth Management Inc.
|
Jan 29, 2025 Q4 2024 |
4,942
shares
|
$234,448
0.09% of portfolio
|
Q4 2024
Reduced 16.76%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
4,631
shares
|
$219,694
0.0% of portfolio
|
Q4 2024
Reduced 5.55%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
4,605
shares
|
$218,461
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
4,599
shares
|
$218,176
0.0% of portfolio
|
Q4 2024
Reduced 10.33%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
4,582
shares
|
$217,370
0.33% of portfolio
|
Q4 2022
New holding
|