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 |
|---|---|---|---|---|---|
|
Duncker Streett & CO Inc
|
Oct 23, 2025 Q3 2025 |
300
shares
|
$24,084
0.0% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
284
shares
|
$22,799
0.0% of portfolio
|
Q3 2025
Reduced 3.07%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
280
shares
|
$22,478
0.0% of portfolio
|
Q3 2025
Added 30.84%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
270
shares
|
$21,675
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
263
shares
|
$21,113
0.0% of portfolio
|
Q3 2025
Added 0.38%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
225
shares
|
$18,063
0.0% of portfolio
|
Q3 2025
Reduced 30.56%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Nov 04, 2025 Q3 2025 |
210
shares
|
$16,858
0.0% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
198
shares
|
$15,895
0.0% of portfolio
|
Q3 2024
Reduced 69.44%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Oct 29, 2025 Q3 2025 |
192
shares
|
$15,413
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
162
shares
|
$13,005
0.0% of portfolio
|
Q3 2025
Reduced 57.81%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
153
shares
|
$12,282
0.0% of portfolio
|
Q3 2025
Reduced 50.0%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
150
shares
|
$12,042
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
150
shares
|
$12,042
0.0% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Nov 03, 2025 Q3 2025 |
150
shares
|
$12,042
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Guerra Advisors Inc
Miami, FL |
Nov 04, 2025 Q3 2025 |
138
shares
|
$11,078
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Running Point Capital Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
135
shares
|
$10,837
0.0% of portfolio
|
Q1 2024
Added 800.0%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 03, 2025 Q3 2025 |
106
shares
|
$8,509
0.0% of portfolio
|
Q2 2025
Added 0.95%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
96
shares
|
$7,706
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
90
shares
|
$7,225
0.0% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
87
shares
|
$6,984
0.0% of portfolio
|
Q2 2025
Added 1.16%
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
87
shares
|
$6,984
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
84
shares
|
$6,743
0.0% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Fwl Investment Management, LLC
|
Nov 17, 2025 Q3 2025 |
84
shares
|
$6,743
0.0% of portfolio
|
Q2 2025
Reduced 53.33%
|
|
|
Yankcom Partnership
Yankton, SD |
Apr 29, 2025 Q1 2025 |
81
shares
|
$6,502
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
67
shares
|
$5,378
0.0% of portfolio
|
Q4 2023
New holding
|
|