Institutional Ownership Ishares Tr (IEO)
This table provides information about the institutional ownership of Ishares Tr (IEO). We have compiled data on the 174 institutions that hold shares in the stock, with a total of 2.15 Million shares, which have been reported (via 13F filing form) to have a value of $203 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 06, 2025 Q3 2025 |
21,701
shares
|
$2.05 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.46%
|
|
|
Martin & CO Inc
Knoxville, TN |
Nov 07, 2025 Q3 2025 |
21,679
shares
|
$2.04 Million
0.39% of portfolio
|
Q3 2025
Added 1.01%
|
|
|
Cottonwood Capital Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
20,786
shares
|
$1.96 Million
1.53% of portfolio
|
Q3 2025
Reduced 0.33%
|
|
|
Carret Asset Management, LLC
|
Nov 13, 2025 Q3 2025 |
20,556
shares
|
$1.94 Million
0.19% of portfolio
|
Q3 2025
Reduced 0.84%
|
|
|
Audent Global Asset Management, LLC
West Hollywood, CA |
Nov 04, 2025 Q3 2025 |
19,498
shares
|
$1.84 Million
1.37% of portfolio
|
Q3 2025
Added 6.22%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
18,530
shares
|
$1.75 Million
0.02% of portfolio
|
Q2 2025
Reduced 6.26%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
18,072
shares
|
$1.7 Million
0.1% of portfolio
|
Q3 2025
Added 27.85%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
17,996
shares
|
$1.7 Million
0.0% of portfolio
|
Q3 2025
Reduced 9.89%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
17,137
shares
|
$1.61 Million
0.0% of portfolio
|
Q3 2025
Reduced 5.14%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
16,261
shares
|
$1.53 Million
0.04% of portfolio
|
Q2 2025
Added 7191.93%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
16,200
shares
|
$1.53 Million
0.06% of portfolio
|
Q3 2022
Reduced 2.13%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
15,949
shares
|
$1.5 Million
0.29% of portfolio
|
Q3 2022
New holding
|
|
|
Wealth Management Partners, LLC
|
Oct 21, 2025 Q3 2025 |
15,933
shares
|
$1.5 Million
0.54% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
15,882
shares
|
$1.5 Million
0.0% of portfolio
|
Q3 2025
Reduced 3.65%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
15,328
shares
|
$1.44 Million
0.0% of portfolio
|
Q2 2025
Reduced 66.5%
|
|
|
Independent Family Office, LLC
|
Nov 13, 2025 Q3 2025 |
12,754
shares
|
$1.2 Million
0.51% of portfolio
|
Q3 2025
Reduced 4.08%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 06, 2025 Q3 2025 |
11,291
shares
|
$1.06 Million
0.05% of portfolio
|
Q3 2025
Reduced 7.34%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 07, 2025 Q3 2025 |
10,757
shares
|
$1.01 Million
0.0% of portfolio
|
Q3 2025
Reduced 31.51%
|
|
|
Pcg Wealth Advisors, LLC
|
Aug 07, 2025 Q2 2025 |
10,549
shares
|
$994,137
0.48% of portfolio
|
Q2 2025
Reduced 52.22%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
10,359
shares
|
$976,232
0.0% of portfolio
|
Q2 2025
Added 4.07%
|
|
|
Enclave Advisors LLC
Austin, TX |
Oct 14, 2025 Q3 2025 |
10,191
shares
|
$960,399
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Mezzasalma Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
9,066
shares
|
$854,379
0.23% of portfolio
|
Q3 2025
Reduced 0.31%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
8,769
shares
|
$826,390
0.01% of portfolio
|
Q2 2025
Added 5.4%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Oct 14, 2025 Q3 2025 |
8,344
shares
|
$786,338
0.2% of portfolio
|
Q3 2025
Added 0.71%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
8,299
shares
|
$782,097
0.07% of portfolio
|
Q2 2025
Added 59.44%
|