Institutional Ownership Ishares Tr (IEZ)
This table provides information about the institutional ownership of Ishares Tr (IEZ). We have compiled data on the 76 institutions that hold shares in the stock, with a total of 4.21 Million shares, which have been reported (via 13F filing form) to have a value of $85.9 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
1,164,935
shares
|
$23.2 Million
0.0% of portfolio
|
Q4 2024
Added 33.0%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
381,750
shares
|
$7.6 Million
0.02% of portfolio
|
Q4 2024
Reduced 2.39%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
272,675
shares
|
$5.43 Million
0.01% of portfolio
|
Q4 2024
Added 72.69%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
216,763
shares
|
$4.32 Million
0.0% of portfolio
|
Q4 2024
Added 126.29%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
189,633
shares
|
$3.78 Million
0.0% of portfolio
|
Q4 2024
Reduced 9.07%
|
|
|
Van Cleef Asset Management,Inc
Beachwood, OH |
Feb 05, 2025 Q4 2024 |
177,206
shares
|
$3.53 Million
0.4% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
172,573
shares
|
$3.44 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Amica Mutual Insurance CO
|
Feb 12, 2025 Q4 2024 |
161,594
shares
|
$3.22 Million
0.33% of portfolio
|
Q3 2024
Reduced 13.76%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
140,690
shares
|
$2.8 Million
0.0% of portfolio
|
Q4 2024
Added 2.93%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
127,925
shares
|
$2.55 Million
0.0% of portfolio
|
Q4 2024
Added 15.16%
|
|
|
Genesee Capital Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
105,092
shares
|
$2.09 Million
1.0% of portfolio
|
Q4 2024
Reduced 38.72%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
89,250
shares
|
$1.78 Million
0.0% of portfolio
|
Q4 2024
Added 4.12%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
86,844
shares
|
$1.73 Million
0.0% of portfolio
|
Q4 2024
Added 635.16%
|
|
|
Grimes & Company, Inc.
|
Jan 21, 2025 Q4 2024 |
74,609
shares
|
$1.49 Million
0.04% of portfolio
|
Q4 2024
Added 56.96%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
69,167
shares
|
$1.38 Million
0.03% of portfolio
|
Q4 2024
Added 10.97%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
58,236
shares
|
$1.16 Million
0.0% of portfolio
|
Q3 2024
Reduced 9.14%
|
|
|
Cottonwood Capital Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
54,407
shares
|
$1.08 Million
0.83% of portfolio
|
Q4 2024
Reduced 2.19%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
50,205
shares
|
$1 Million
0.01% of portfolio
|
Q4 2024
Added 50105.0%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
47,087
shares
|
$937,973
0.0% of portfolio
|
Q4 2024
Reduced 1.11%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Feb 19, 2025 Q4 2024 |
32,519
shares
|
$647,778
0.59% of portfolio
|
Q4 2024
Reduced 15.57%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
32,317
shares
|
$643,754
0.0% of portfolio
|
Q4 2024
Added 76.86%
|
|
|
Medici Capital LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
30,000
shares
|
$597,600
0.74% of portfolio
|
Q4 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
28,353
shares
|
$564,791
0.01% of portfolio
|
Q4 2024
Added 3680.4%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
26,147
shares
|
$520,848
0.0% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
Lowe Brockenbrough & CO Inc
|
Feb 11, 2025 Q4 2024 |
25,390
shares
|
$505,768
0.03% of portfolio
|
Q4 2024
New holding
|