Institutional Ownership Ishares Tr (IYE)
This table provides information about the institutional ownership of Ishares Tr (IYE). We have compiled data on the 320 institutions that hold shares in the stock, with a total of 13.7 Million shares, which have been reported (via 13F filing form) to have a value of $667 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Management Professionals, Inc.
|
Oct 15, 2025 Q3 2025 |
505
shares
|
$24,644
0.0% of portfolio
|
Q3 2025
Reduced 38.71%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
500
shares
|
$24,400
0.0% of portfolio
|
Q3 2024
Reduced 32.71%
|
|
|
Rmg Wealth Management LLC
Platteville, WI |
Oct 30, 2025 Q3 2025 |
500
shares
|
$24,400
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
500
shares
|
$24,400
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
480
shares
|
$23,424
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
475
shares
|
$23,180
0.01% of portfolio
|
Q4 2024
Reduced 9.52%
|
|
|
Phillips Financial Management, LLC
|
Oct 24, 2025 Q3 2025 |
457
shares
|
$22,301
0.0% of portfolio
|
Q1 2023
Added 30.2%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2025 Q3 2025 |
450
shares
|
$21,960
0.01% of portfolio
|
Q1 2023
Added 2150.0%
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
434
shares
|
$21,179
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Oct 30, 2025 Q3 2025 |
425
shares
|
$20,740
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
400
shares
|
$19,520
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
397
shares
|
$19,373
0.0% of portfolio
|
Q3 2025
Reduced 7.89%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
362
shares
|
$17,665
0.0% of portfolio
|
Q3 2025
Added 0.56%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
360
shares
|
$17,568
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Tsfg, LLC
|
Nov 04, 2025 Q3 2025 |
357
shares
|
$17,421
0.0% of portfolio
|
Q3 2024
Reduced 6.79%
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2025 Q3 2025 |
353
shares
|
$17,226
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
340
shares
|
$16,592
0.0% of portfolio
|
Q1 2024
Reduced 37.04%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
340
shares
|
$16,592
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
328
shares
|
$16,006
0.0% of portfolio
|
Q3 2025
Reduced 60.43%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
310
shares
|
$15,128
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
305
shares
|
$14,884
0.0% of portfolio
|
Q4 2024
Reduced 89.13%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
300
shares
|
$14,640
0.0% of portfolio
|
Q3 2019
New holding
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Oct 27, 2025 Q3 2025 |
294
shares
|
$14,347
0.0% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
294
shares
|
$14,347
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mma Asset Management LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
283
shares
|
$13,810
0.0% of portfolio
|
Q3 2025
New holding
|
|