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 |
|---|---|---|---|---|---|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
500
shares
|
$24,205
0.01% of portfolio
|
Q3 2024
Reduced 32.71%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
480
shares
|
$23,236
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
475
shares
|
$22,994
0.01% of portfolio
|
Q4 2024
Reduced 9.52%
|
|
|
Phillips Financial Management, LLC
|
Nov 07, 2024 Q3 2024 |
457
shares
|
$22,123
0.0% of portfolio
|
Q1 2023
Added 30.2%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 25, 2024 Q3 2024 |
456
shares
|
$22,074
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2024 Q3 2024 |
450
shares
|
$21,784
0.01% of portfolio
|
Q1 2023
Added 2150.0%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
407
shares
|
$19,702
0.0% of portfolio
|
Q4 2024
Reduced 8.95%
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
357
shares
|
$17,282
0.0% of portfolio
|
Q3 2024
Reduced 6.79%
|
|
|
Independence Bank Of Kentucky
|
Jan 24, 2025 Q4 2024 |
353
shares
|
$17,088
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
340
shares
|
$16,459
0.0% of portfolio
|
Q1 2024
Reduced 37.04%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
335
shares
|
$16,217
0.0% of portfolio
|
Q2 2024
Reduced 60.96%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Oct 22, 2024 Q3 2024 |
306
shares
|
$14,813
0.0% of portfolio
|
Q3 2023
Reduced 26.44%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
305
shares
|
$14,765
0.0% of portfolio
|
Q4 2024
Reduced 89.13%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
300
shares
|
$14,522
0.0% of portfolio
|
Q3 2019
New holding
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
295
shares
|
$14,280
0.0% of portfolio
|
Q3 2024
Added 84.38%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Nov 04, 2024 Q3 2024 |
294
shares
|
$14,232
0.01% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Oct 31, 2024 Q3 2024 |
248
shares
|
$12,005
0.03% of portfolio
|
Q3 2024
Added 14.29%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
242
shares
|
$11,715
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Davis Capital Management
Jacksonville, FL |
Jan 17, 2025 Q4 2024 |
230
shares
|
$11,134
0.01% of portfolio
|
Q1 2020
New holding
|
|
|
Live Oak Investment Partners
Austin, TX |
Nov 05, 2024 Q3 2024 |
227
shares
|
$10,989
0.01% of portfolio
|
Q3 2024
Added 180.25%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
216
shares
|
$10,456
0.0% of portfolio
|
Q3 2024
Reduced 67.81%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
208
shares
|
$10,069
0.0% of portfolio
|
Q3 2024
Reduced 24.64%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
203
shares
|
$9,827
0.01% of portfolio
|
Q2 2022
Reduced 98.43%
|
|
|
Optimum Investment Advisors
|
Oct 16, 2024 Q3 2024 |
200
shares
|
$9,682
0.0% of portfolio
|
Q1 2023
Added 72.41%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
200
shares
|
$9,682
0.0% of portfolio
|
Q3 2023
New holding
|