Institutional Ownership Ishares Tr (IHE)
This table provides information about the institutional ownership of Ishares Tr (IHE). We have compiled data on the 161 institutions that hold shares in the stock, with a total of 4.69 Million shares, which have been reported (via 13F filing form) to have a value of $377 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2025 Q3 2025 |
2,886,342
shares
|
$232 Million
0.08% of portfolio
|
Q3 2025
Reduced 3.04%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
187,760
shares
|
$15.1 Million
0.0% of portfolio
|
Q3 2025
Added 2.54%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
145,765
shares
|
$11.7 Million
0.0% of portfolio
|
Q3 2025
Added 5.26%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
114,709
shares
|
$9.21 Million
0.0% of portfolio
|
Q3 2025
Reduced 5.72%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
113,533
shares
|
$9.11 Million
0.0% of portfolio
|
Q3 2025
Reduced 3.63%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
112,379
shares
|
$9.02 Million
0.0% of portfolio
|
Q3 2025
Added 793.03%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
103,312
shares
|
$8.29 Million
0.0% of portfolio
|
Q2 2025
Added 13.93%
|
|
|
Brown Advisory Inc
|
Nov 14, 2025 Q3 2025 |
75,432
shares
|
$6.06 Million
0.01% of portfolio
|
Q2 2025
Reduced 17.17%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
54,644
shares
|
$4.39 Million
0.0% of portfolio
|
Q3 2025
Reduced 14.03%
|
|
|
Concord Investment Counsel Inc.
Irvine, CA |
Nov 14, 2025 Q3 2025 |
51,729
shares
|
$4.15 Million
1.19% of portfolio
|
Q3 2025
Reduced 9.48%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
47,257
shares
|
$3.79 Million
0.0% of portfolio
|
Q3 2024
Reduced 6.18%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
40,644
shares
|
$3.26 Million
0.0% of portfolio
|
Q3 2025
Reduced 8.6%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
33,747
shares
|
$2.71 Million
0.0% of portfolio
|
Q3 2025
Reduced 18.5%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 14, 2025 Q3 2025 |
32,221
shares
|
$2.59 Million
0.03% of portfolio
|
Q3 2025
Reduced 1.87%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
31,323
shares
|
$2.51 Million
0.02% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
29,134
shares
|
$2.34 Million
0.0% of portfolio
|
Q3 2025
Reduced 10.54%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
26,436
shares
|
$2.12 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
Patten & Patten Inc
|
Oct 31, 2025 Q3 2025 |
26,383
shares
|
$2.12 Million
0.12% of portfolio
|
Q2 2025
Reduced 1.01%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
25,221
shares
|
$2.02 Million
0.0% of portfolio
|
Q3 2025
Added 6.61%
|
|
|
Grimes & Company, Inc.
|
Oct 27, 2025 Q3 2025 |
21,500
shares
|
$1.73 Million
0.04% of portfolio
|
Q3 2025
Reduced 4.0%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 03, 2025 Q3 2025 |
20,254
shares
|
$1.63 Million
0.17% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
19,377
shares
|
$1.56 Million
0.0% of portfolio
|
Q3 2025
Reduced 30.15%
|
|
|
Spinnaker Trust
|
Nov 05, 2025 Q3 2025 |
18,154
shares
|
$1.46 Million
0.07% of portfolio
|
Q3 2024
Added 11.21%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
17,700
shares
|
$1.42 Million
0.01% of portfolio
|
Q3 2025
Reduced 11.43%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
17,692
shares
|
$1.42 Million
0.0% of portfolio
|
Q3 2025
Added 164.61%
|
|