Institutional Ownership Ishares Tr (IYE)
This table provides information about the institutional ownership of Ishares Tr (IYE). We have compiled data on the 315 institutions that hold shares in the stock, with a total of 14.2 Million shares, which have been reported (via 13F filing form) to have a value of $669 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
72
shares
|
$3,384
0.0% of portfolio
|
Q3 2024
Reduced 76.85%
|
|
|
Aspire Private Capital, LLC
|
Oct 25, 2024 Q3 2024 |
61
shares
|
$2,867
0.0% of portfolio
|
Q1 2024
Reduced 4.69%
|
|
|
Macroview Investment Management LLC
|
Oct 22, 2024 Q3 2024 |
21
shares
|
$987
0.0% of portfolio
|
Q2 2024
Reduced 54.35%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
20
shares
|
$940
0.0% of portfolio
|
Q3 2024
Reduced 58.33%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
19
shares
|
$893
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
19
shares
|
$893
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
12
shares
|
$564
0.0% of portfolio
|
Q3 2024
Reduced 77.36%
|
|
|
Founders Capital Management
|
Oct 07, 2024 Q3 2024 |
9
shares
|
$423
0.0% of portfolio
|
Q4 2021
Added 12.5%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Nov 08, 2024 Q3 2024 |
4
shares
|
$188
0.0% of portfolio
|
Q2 2024
Added 33.33%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
3
shares
|
$141
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|