Institutional Ownership Ishares Tr (IEO)
This table provides information about the institutional ownership of Ishares Tr (IEO). We have compiled data on the 187 institutions that hold shares in the stock, with a total of 2.88 Million shares, which have been reported (via 13F filing form) to have a value of $259 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cottonwood Capital Advisors, LLC
|
Jul 16, 2024 Q2 2024 |
27,319
shares
|
$2.46 Million
2.26% of portfolio
|
Q2 2024
Reduced 2.57%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2024 Q2 2024 |
26,022
shares
|
$2.34 Million
0.0% of portfolio
|
Q2 2024
Added 28.64%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
25,919
shares
|
$2.33 Million
0.0% of portfolio
|
Q2 2024
Added 393.6%
|
|
|
Carret Asset Management, LLC
|
Oct 24, 2024 Q3 2024 |
23,131
shares
|
$2.08 Million
0.24% of portfolio
|
Q3 2024
Reduced 5.73%
|
|
|
Martin & CO Inc
Knoxville, TN |
Aug 12, 2024 Q2 2024 |
22,482
shares
|
$2.02 Million
0.6% of portfolio
|
Q2 2024
Reduced 0.29%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Aug 08, 2024 Q2 2024 |
22,081
shares
|
$1.98 Million
0.02% of portfolio
|
Q1 2024
Reduced 2.21%
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Aug 14, 2024 Q2 2024 |
20,443
shares
|
$1.84 Million
0.63% of portfolio
|
Q2 2024
New holding
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
20,431
shares
|
$1.84 Million
0.09% of portfolio
|
Q3 2024
Added 20.06%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 12, 2024 Q2 2024 |
20,281
shares
|
$1.82 Million
0.02% of portfolio
|
Q2 2024
Reduced 1.3%
|
|
|
Stegent Equity Advisors, Inc.
Houston, TX |
Oct 18, 2024 Q3 2024 |
20,069
shares
|
$1.8 Million
2.36% of portfolio
|
Q3 2024
Reduced 8.05%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 13, 2024 Q2 2024 |
16,240
shares
|
$1.46 Million
0.0% of portfolio
|
Q2 2024
Added 29.43%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
16,200
shares
|
$1.46 Million
0.06% of portfolio
|
Q3 2022
Reduced 2.13%
|
|
|
Truist Financial Corp
|
Aug 20, 2024 Q2 2024 |
16,190
shares
|
$1.45 Million
0.0% of portfolio
|
Q2 2024
Reduced 13.89%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
15,949
shares
|
$1.43 Million
0.29% of portfolio
|
Q3 2022
New holding
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
15,780
shares
|
$1.42 Million
0.02% of portfolio
|
Q3 2024
Added 1.02%
|
|
|
Viawealth, LLC
Overland Park, KS |
Aug 12, 2024 Q2 2024 |
14,725
shares
|
$1.32 Million
0.91% of portfolio
|
Q2 2024
Reduced 1.89%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 14, 2024 Q2 2024 |
14,500
shares
|
$1.3 Million
0.02% of portfolio
|
Q2 2024
Added 31.3%
|
|
|
Wealth Management Partners, LLC
|
Oct 21, 2024 Q3 2024 |
14,055
shares
|
$1.26 Million
0.6% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
14,031
shares
|
$1.26 Million
0.0% of portfolio
|
Q2 2024
Reduced 22.72%
|
|
|
Pcg Wealth Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
13,970
shares
|
$1.26 Million
0.52% of portfolio
|
Q3 2024
Reduced 2.37%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Aug 08, 2024 Q2 2024 |
13,879
shares
|
$1.25 Million
0.17% of portfolio
|
Q2 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
13,345
shares
|
$1.2 Million
0.0% of portfolio
|
Q2 2024
Reduced 6.22%
|
|
|
Ted Buchan & CO
San Diego, CA |
Aug 21, 2024 Q2 2024 |
12,396
shares
|
$1.11 Million
0.66% of portfolio
|
Q1 2024
Reduced 0.79%
|
|
|
Audent Global Asset Management, LLC
West Hollywood, CA |
Aug 14, 2024 Q2 2024 |
12,380
shares
|
$1.11 Million
1.28% of portfolio
|
Q2 2024
Reduced 5.16%
|
|
|
Independent Family Office, LLC
|
Aug 14, 2024 Q2 2024 |
12,281
shares
|
$1.1 Million
0.7% of portfolio
|
Q2 2024
Reduced 29.17%
|