Institutional Ownership Ishares Tr (IEO)
This table provides information about the institutional ownership of Ishares Tr (IEO). We have compiled data on the 177 institutions that hold shares in the stock, with a total of 2.64 Million shares, which have been reported (via 13F filing form) to have a value of $250 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
10,027
shares
|
$946,949
0.0% of portfolio
|
Q4 2024
Reduced 27.75%
|
|
Mezzasalma Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
9,612
shares
|
$907,757
0.29% of portfolio
|
Q4 2024
Reduced 17.28%
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
9,153
shares
|
$864,409
0.03% of portfolio
|
Q4 2024
Added 5.21%
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
8,940
shares
|
$844,293
0.0% of portfolio
|
Q4 2024
Reduced 3.51%
|
|
Cx Institutional
|
Jan 21, 2025 Q4 2024 |
8,858
shares
|
$836,549
0.03% of portfolio
|
Q4 2024
Added 132.19%
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
8,853
shares
|
$836,077
0.0% of portfolio
|
Q4 2024
Added 2.03%
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
8,299
shares
|
$783,757
0.07% of portfolio
|
Q4 2024
Added 127.49%
|
|
Cypress Asset Management Inc
Houston, TX |
Jun 11, 2024 Q1 2024 |
8,125
shares
|
$767,325
0.24% of portfolio
|
Q1 2024
Reduced 0.14%
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jan 13, 2025 Q4 2024 |
7,617
shares
|
$719,349
0.21% of portfolio
|
Q1 2023
Reduced 9.75%
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
Feb 07, 2025 Q4 2024 |
7,518
shares
|
$709,999
0.51% of portfolio
|
Q4 2024
Added 6.59%
|
|
Northern Trust Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
7,488
shares
|
$707,166
0.0% of portfolio
|
Q4 2024
New holding
|
|
Canal Capital Management, LLC
|
Feb 14, 2025 Q4 2024 |
6,842
shares
|
$646,158
0.1% of portfolio
|
Q4 2024
New holding
|
|
Guyasuta Investment Advisors Inc
|
Jan 30, 2025 Q4 2024 |
6,709
shares
|
$633,597
0.04% of portfolio
|
Q4 2024
Reduced 17.05%
|
|
Tradewinds, Llc.
Raleigh, NC |
Feb 12, 2025 Q4 2024 |
6,690
shares
|
$631,803
0.17% of portfolio
|
Q4 2024
Reduced 65.45%
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
6,664
shares
|
$629,348
0.0% of portfolio
|
Q4 2024
Added 125.67%
|
|
Mraz, Amerine & Associates, Inc.
|
Jan 31, 2025 Q4 2024 |
6,614
shares
|
$624,626
0.11% of portfolio
|
Q4 2024
Reduced 4.09%
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
6,124
shares
|
$578,350
0.0% of portfolio
|
Q4 2024
Reduced 7.59%
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
5,946
shares
|
$561,540
0.0% of portfolio
|
Q4 2024
Added 4.63%
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
5,456
shares
|
$515,264
0.01% of portfolio
|
Q4 2024
Added 55.97%
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
5,151
shares
|
$486,460
0.01% of portfolio
|
Q4 2024
Reduced 67.36%
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
5,105
shares
|
$482,116
0.0% of portfolio
|
Q4 2024
Added 0.37%
|
|
Medici Capital LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
4,970
shares
|
$469,366
0.55% of portfolio
|
Q4 2024
New holding
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
4,830
shares
|
$456,145
0.0% of portfolio
|
Q4 2024
Reduced 54.89%
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
4,806
shares
|
$453,878
0.0% of portfolio
|
Q4 2024
Reduced 12.95%
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
4,707
shares
|
$444,529
0.01% of portfolio
|
Q4 2024
Reduced 20.11%
|