Institutional Ownership Ishares Tr (IHE)
This table provides information about the institutional ownership of Ishares Tr (IHE). We have compiled data on the 164 institutions that hold shares in the stock, with a total of 5.53 Million shares, which have been reported (via 13F filing form) to have a value of $348 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
3,910
shares
|
$246,134
0.0% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
3,702
shares
|
$233,040
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Matthew Goff Investment Advisor, LLC
|
Jan 21, 2025 Q4 2024 |
3,615
shares
|
$227,564
0.04% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
3,558
shares
|
$223,976
0.07% of portfolio
|
Q4 2024
Reduced 87.39%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
3,556
shares
|
$223,850
0.0% of portfolio
|
Q4 2024
Reduced 10.07%
|
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Jan 29, 2025 Q4 2024 |
3,514
shares
|
$221,206
0.15% of portfolio
|
Q4 2024
Reduced 4.28%
|
|
|
Apexium Financial, LP
|
Jan 22, 2025 Q4 2024 |
3,470
shares
|
$218,436
0.02% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
3,433
shares
|
$216,107
0.0% of portfolio
|
Q4 2024
Added 19.08%
|
|
|
Aft, Forsyth & Company, Inc.
|
Jan 29, 2025 Q4 2024 |
3,421
shares
|
$215,351
0.11% of portfolio
|
Q4 2024
Reduced 2.92%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
3,327
shares
|
$209,434
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
V2 Financial Group LLC
Naperville, IL |
Jan 28, 2025 Q4 2024 |
3,300
shares
|
$207,735
0.14% of portfolio
|
Q4 2023
Reduced 66.67%
|
|
|
Essex Savings Bank
|
Jan 14, 2025 Q4 2024 |
3,300
shares
|
$207,735
0.05% of portfolio
|
Q2 2024
Added 200.0%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Jan 23, 2025 Q4 2024 |
3,215
shares
|
$202,384
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Spc Financial, Inc.
|
Feb 06, 2025 Q4 2024 |
3,192
shares
|
$200,936
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
3,057
shares
|
$192,438
0.0% of portfolio
|
Q4 2024
Reduced 1.55%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Jan 30, 2025 Q4 2024 |
3,000
shares
|
$188,850
0.02% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Jan 27, 2025 Q4 2024 |
2,700
shares
|
$169,965
0.02% of portfolio
|
Q2 2024
Added 74.42%
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Feb 11, 2025 Q4 2024 |
2,490
shares
|
$156,745
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
2,466
shares
|
$155,234
0.0% of portfolio
|
Q4 2024
Added 23.05%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
2,256
shares
|
$142,015
0.0% of portfolio
|
Q1 2024
Added 233.23%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jan 24, 2025 Q4 2024 |
2,247
shares
|
$141,448
0.04% of portfolio
|
Q3 2024
Reduced 27.63%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
2,241
shares
|
$141,070
0.0% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
2,186
shares
|
$137,608
0.0% of portfolio
|
Q4 2024
Reduced 27.54%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
1,575
shares
|
$99,146
0.0% of portfolio
|
Q4 2024
Added 41.76%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
1,505
shares
|
$94,739
0.0% of portfolio
|
Q2 2023
Reduced 11.94%
|