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 |
|---|---|---|---|---|---|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
4,394
shares
|
$414,969
0.01% of portfolio
|
Q4 2024
Added 76.96%
|
|
|
Altfest L J & CO Inc
|
Feb 07, 2025 Q4 2024 |
4,362
shares
|
$411,947
0.06% of portfolio
|
Q4 2024
Reduced 2.98%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
4,273
shares
|
$403,542
0.01% of portfolio
|
Q4 2024
Added 2.37%
|
|
|
Alta Wealth Advisors LLC
|
Jan 23, 2025 Q4 2024 |
4,211
shares
|
$397,686
0.17% of portfolio
|
Q4 2024
Reduced 7.59%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
4,132
shares
|
$390,226
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
3,865
shares
|
$365,010
0.0% of portfolio
|
Q4 2024
Added 4.4%
|
|
|
Amica Retiree Medical Trust
|
Feb 12, 2025 Q4 2024 |
3,859
shares
|
$364,443
0.33% of portfolio
|
Q4 2024
Reduced 7.97%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
3,809
shares
|
$359,721
0.0% of portfolio
|
Q4 2024
Reduced 36.22%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
3,800
shares
|
$358,872
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Poehling Capital Management, Inc.
Madison, WI |
Feb 14, 2025 Q4 2024 |
3,500
shares
|
$330,540
0.08% of portfolio
|
Q1 2022
New holding
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Jan 15, 2025 Q4 2024 |
3,443
shares
|
$325,156
0.12% of portfolio
|
Q4 2024
Reduced 22.54%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
3,229
shares
|
$304,946
0.0% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Scotia Capital Inc.
|
Feb 13, 2025 Q4 2024 |
3,080
shares
|
$290,875
0.0% of portfolio
|
Q4 2024
Added 12.66%
|
|
|
Fiduciary Trust CO
Boston, MA |
Feb 14, 2025 Q4 2024 |
3,005
shares
|
$283,792
0.0% of portfolio
|
Q1 2023
Added 20.68%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
2,991
shares
|
$282,470
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
2,979
shares
|
$281,336
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
2,924
shares
|
$276,142
0.0% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Whittier Trust CO
|
Feb 11, 2025 Q4 2024 |
2,682
shares
|
$253,288
0.0% of portfolio
|
Q3 2024
Reduced 6.94%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Jan 21, 2025 Q4 2024 |
2,600
shares
|
$245,544
0.03% of portfolio
|
Q4 2024
Reduced 10.34%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
2,595
shares
|
$245,071
0.01% of portfolio
|
Q4 2024
Added 252.58%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
2,512
shares
|
$237,233
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
2,400
shares
|
$226,656
0.0% of portfolio
|
Q4 2024
Reduced 65.71%
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
2,262
shares
|
$213,623
0.01% of portfolio
|
Q3 2023
Reduced 6.1%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
2,239
shares
|
$211,451
0.01% of portfolio
|
Q4 2024
Reduced 5.81%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
2,120
shares
|
$200,212
0.0% of portfolio
|
Q4 2024
Added 616.22%
|