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 |
|---|---|---|---|---|---|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
4,394
shares
|
$212,142
0.0% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
4,060
shares
|
$196,016
0.02% of portfolio
|
Q3 2024
Added 0.64%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
4,055
shares
|
$195,775
0.0% of portfolio
|
Q1 2023
Added 8.13%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
3,938
shares
|
$190,126
0.0% of portfolio
|
Q3 2024
Reduced 31.03%
|
|
|
Financial Life Planners
Tempe, AZ |
Jan 24, 2025 Q4 2024 |
3,853
shares
|
$186,022
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
3,825
shares
|
$184,671
0.01% of portfolio
|
Q4 2023
Added 99.95%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
3,495
shares
|
$168,738
0.02% of portfolio
|
Q3 2023
Reduced 12.84%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
3,365
shares
|
$162,462
0.0% of portfolio
|
Q3 2024
Added 29.32%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
3,270
shares
|
$157,875
0.09% of portfolio
|
Q3 2024
Reduced 5.98%
|
|
|
Mainstream Capital Management LLC
Los Angeles, CA |
Feb 06, 2025 Q4 2024 |
3,134
shares
|
$151,309
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
3,069
shares
|
$148,171
0.0% of portfolio
|
Q3 2024
Reduced 15.18%
|
|
|
Investors Research Corp
|
Feb 07, 2025 Q4 2024 |
3,050
shares
|
$147,254
0.03% of portfolio
|
Q4 2020
Added 2.87%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
3,007
shares
|
$145,177
0.0% of portfolio
|
Q4 2024
Reduced 1.83%
|
|
|
Hollencrest Capital Management
|
Feb 07, 2025 Q4 2024 |
2,981
shares
|
$143,922
0.01% of portfolio
|
Q1 2023
Reduced 1.58%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
2,823
shares
|
$136,294
0.0% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
2,615
shares
|
$126,252
0.02% of portfolio
|
Q4 2024
Reduced 54.25%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
2,428
shares
|
$117,223
0.0% of portfolio
|
Q4 2024
Added 1.97%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
2,424
shares
|
$117,030
0.0% of portfolio
|
Q4 2024
Added 41.42%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,409
shares
|
$116,306
0.0% of portfolio
|
Q2 2020
Added 9.51%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
2,195
shares
|
$105,974
0.0% of portfolio
|
Q4 2024
Added 4.62%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Feb 06, 2025 Q4 2024 |
2,170
shares
|
$104,767
0.05% of portfolio
|
Q4 2024
Reduced 6.67%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
2,115
shares
|
$102,112
0.03% of portfolio
|
Q1 2024
Added 2.97%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
1,890
shares
|
$91,249
0.05% of portfolio
|
Q1 2023
New holding
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
1,780
shares
|
$85,938
0.13% of portfolio
|
Q4 2023
Added 8.54%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,744
shares
|
$84,200
0.01% of portfolio
|
Q4 2023
New holding
|