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 |
|---|---|---|---|---|---|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
64,142
shares
|
$3.02 Million
0.0% of portfolio
|
Q2 2024
Reduced 3.8%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
60,150
shares
|
$2.83 Million
0.01% of portfolio
|
Q3 2024
Added 0.81%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
60,120
shares
|
$2.83 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.14%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
57,989
shares
|
$2.73 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.24%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2024 Q3 2024 |
57,496
shares
|
$2.7 Million
0.12% of portfolio
|
Q3 2024
Reduced 0.85%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
56,448
shares
|
$2.65 Million
0.01% of portfolio
|
Q3 2024
Reduced 24.42%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
53,548
shares
|
$2.52 Million
0.01% of portfolio
|
Q3 2024
Added 32.85%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
53,448
shares
|
$2.51 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.74%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
49,100
shares
|
$2.31 Million
0.06% of portfolio
|
Q3 2024
Added 42.67%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
48,862
shares
|
$2.3 Million
0.03% of portfolio
|
Q3 2024
Added 53.02%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
48,607
shares
|
$2.29 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.16%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Oct 15, 2024 Q3 2024 |
48,160
shares
|
$2.26 Million
0.89% of portfolio
|
Q3 2024
Reduced 0.65%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
47,806
shares
|
$2.25 Million
0.01% of portfolio
|
Q3 2023
Reduced 41.65%
|
|
|
First Citizens Financial Corp
|
Jan 03, 2025 Q4 2024 |
47,466
shares
|
$2.23 Million
1.18% of portfolio
|
Q4 2024
Reduced 2.6%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
46,591
shares
|
$2.19 Million
0.0% of portfolio
|
Q3 2024
Reduced 40.83%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
45,043
shares
|
$2.12 Million
0.0% of portfolio
|
Q3 2024
Added 2.45%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
44,772
shares
|
$2.1 Million
0.32% of portfolio
|
Q3 2022
Added 4.29%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
44,303
shares
|
$2.08 Million
0.13% of portfolio
|
Q4 2023
Added 189.73%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 25, 2024 Q3 2024 |
42,949
shares
|
$2.02 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.69%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
42,230
shares
|
$1.99 Million
0.01% of portfolio
|
Q3 2024
Reduced 9.31%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
40,838
shares
|
$1.92 Million
0.0% of portfolio
|
Q3 2024
Reduced 15.45%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
39,405
shares
|
$1.85 Million
0.01% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
38,986
shares
|
$1.83 Million
0.01% of portfolio
|
Q3 2024
Added 3.33%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
38,970
shares
|
$1.83 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Km Capital Management Ltd.
Austin, TX |
Nov 14, 2024 Q3 2024 |
38,709
shares
|
$1.82 Million
0.96% of portfolio
|
Q3 2024
Added 47.52%
|