Institutional Ownership Ishares Tr (IYE)
This table provides information about the institutional ownership of Ishares Tr (IYE). We have compiled data on the 312 institutions that hold shares in the stock, with a total of 14.1 Million shares, which have been reported (via 13F filing form) to have a value of $685 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 13, 2024 Q3 2024 |
1,322
shares
|
$63,998
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
1,301
shares
|
$62,981
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
1,163
shares
|
$56,300
0.0% of portfolio
|
Q3 2024
Reduced 2.1%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
1,151
shares
|
$55,719
0.03% of portfolio
|
Q4 2023
Reduced 21.49%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,145
shares
|
$55,429
0.0% of portfolio
|
Q3 2021
Reduced 78.93%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Nov 06, 2024 Q3 2024 |
1,140
shares
|
$55,187
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
1,118
shares
|
$54,122
0.0% of portfolio
|
Q3 2024
Added 0.63%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
1,100
shares
|
$53,250
0.0% of portfolio
|
Q4 2022
Added 57.14%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
1,050
shares
|
$50,830
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Paladin Advisory Group, LLC
|
Jan 23, 2025 Q4 2024 |
1,025
shares
|
$49,620
0.04% of portfolio
|
Q3 2023
Reduced 9.05%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
1,000
shares
|
$48,410
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
958
shares
|
$46,376
0.0% of portfolio
|
Q3 2023
Reduced 5.79%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
950
shares
|
$45,989
0.01% of portfolio
|
Q2 2023
Reduced 17.53%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
937
shares
|
$45,360
0.0% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
927
shares
|
$44,876
0.04% of portfolio
|
Q4 2021
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
900
shares
|
$43,569
0.0% of portfolio
|
Q3 2024
Added 14.8%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
849
shares
|
$41,100
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
842
shares
|
$40,761
0.0% of portfolio
|
Q4 2023
Added 84100.0%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
829
shares
|
$40,131
0.0% of portfolio
|
Q3 2024
Added 0.73%
|
|
|
Financial Management Professionals, Inc.
|
Jan 15, 2025 Q4 2024 |
824
shares
|
$39,889
0.0% of portfolio
|
Q3 2024
Added 345.41%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jan 17, 2025 Q4 2024 |
740
shares
|
$35,823
0.02% of portfolio
|
Q4 2023
Reduced 7.5%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
721
shares
|
$34,903
0.0% of portfolio
|
Q1 2024
Reduced 35.51%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
708
shares
|
$34,274
0.0% of portfolio
|
Q3 2024
Reduced 27.53%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
575
shares
|
$27,835
0.0% of portfolio
|
Q2 2024
Reduced 6.5%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
533
shares
|
$25,802
0.0% of portfolio
|
Q3 2024
Reduced 5.5%
|