Institutional Ownership Ishares Tr (IHE)
This table provides information about the institutional ownership of Ishares Tr (IHE). We have compiled data on the 150 institutions that hold shares in the stock, with a total of 5.35 Million shares, which have been reported (via 13F filing form) to have a value of $356 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
259
shares
|
$17,239
0.0% of portfolio
|
Q3 2024
Added 0.78%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
225
shares
|
$14,976
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Oak Harbor Wealth Partners, LLC
|
Nov 06, 2024 Q3 2024 |
210
shares
|
$13,977
0.0% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 27, 2024 Q3 2024 |
198
shares
|
$13,178
0.0% of portfolio
|
Q3 2024
Reduced 69.44%
|
|
|
Fwl Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
180
shares
|
$11,980
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
162
shares
|
$10,782
0.0% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Oct 16, 2024 Q3 2024 |
150
shares
|
$9,984
0.0% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Running Point Capital Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
135
shares
|
$8,985
0.0% of portfolio
|
Q1 2024
Added 800.0%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
112
shares
|
$7,454
0.0% of portfolio
|
Q1 2024
Added 11100.0%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
105
shares
|
$6,988
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
90
shares
|
$5,990
0.0% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
87
shares
|
$5,790
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
86
shares
|
$5,724
0.0% of portfolio
|
Q3 2024
Reduced 99.95%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
86
shares
|
$5,724
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Nov 20, 2024 Q3 2024 |
84
shares
|
$5,591
0.0% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 08, 2024 Q3 2024 |
84
shares
|
$5,591
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Godsey & Gibb Associates
|
Oct 18, 2024 Q3 2024 |
84
shares
|
$5,591
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
67
shares
|
$4,459
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
52
shares
|
$3,461
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
50
shares
|
$3,328
0.0% of portfolio
|
Q4 2019
Reduced 36.0%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
30
shares
|
$1,996
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
23
shares
|
$1,530
0.0% of portfolio
|
Q3 2024
Added 4.55%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
18
shares
|
$1,198
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
12
shares
|
$798
0.0% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Oct 21, 2024 Q3 2024 |
1
shares
|
$66
0.0% of portfolio
|
Q3 2024
Reduced 100.0%
|