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 |
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
911
shares
|
$85,852
0.0% of portfolio
|
Q3 2025
Reduced 0.33%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
783
shares
|
$73,789
0.01% of portfolio
|
Q2 2025
Added 24.68%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 31, 2025 Q3 2025 |
700
shares
|
$65,968
0.0% of portfolio
|
Q3 2024
Reduced 12.5%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
695
shares
|
$65,496
0.0% of portfolio
|
Q2 2025
Reduced 7.7%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
600
shares
|
$56,544
0.0% of portfolio
|
Q3 2025
Reduced 15.13%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
500
shares
|
$47,120
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
500
shares
|
$47,120
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Nov 12, 2025 Q3 2025 |
460
shares
|
$43,350
0.01% of portfolio
|
Q3 2025
Added 0.66%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
422
shares
|
$39,769
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Aug 19, 2025 Q2 2025 |
404
shares
|
$38,072
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
382
shares
|
$35,999
0.0% of portfolio
|
Q3 2025
Added 0.53%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
360
shares
|
$33,926
0.0% of portfolio
|
Q2 2024
Reduced 62.5%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
353
shares
|
$33,266
0.0% of portfolio
|
Q1 2025
Reduced 76.51%
|
|
|
Hilltop National Bank
Casper, WY |
Oct 08, 2025 Q3 2025 |
315
shares
|
$29,685
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
306
shares
|
$28,837
0.0% of portfolio
|
Q2 2025
Added 24.39%
|
|
|
Rmg Wealth Management LLC
Platteville, WI |
Oct 30, 2025 Q3 2025 |
300
shares
|
$28,272
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
291
shares
|
$27,423
0.0% of portfolio
|
Q3 2025
Added 219.78%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
275
shares
|
$25,916
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
274
shares
|
$25,821
0.0% of portfolio
|
Q3 2025
Added 20.7%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
250
shares
|
$23,560
0.02% of portfolio
|
Q2 2022
Reduced 28.57%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Oct 22, 2025 Q3 2025 |
225
shares
|
$21,204
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
219
shares
|
$20,638
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
203
shares
|
$19,130
0.0% of portfolio
|
Q3 2025
Reduced 92.43%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 04, 2025 Q3 2025 |
202
shares
|
$19,036
0.0% of portfolio
|
Q2 2024
Added 0.5%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
200
shares
|
$18,848
0.0% of portfolio
|
Q2 2025
Reduced 26.74%
|