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 |
|---|---|---|---|---|---|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
23,788
shares
|
$1.12 Million
0.01% of portfolio
|
Q1 2024
Added 67.16%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
23,455
shares
|
$1.1 Million
0.0% of portfolio
|
Q3 2024
Reduced 14.53%
|
|
|
Kkm Financial LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
22,583
shares
|
$1.06 Million
0.52% of portfolio
|
Q4 2023
New holding
|
|
|
Ballew Advisors, Inc
|
Oct 10, 2024 Q3 2024 |
22,208
shares
|
$1.04 Million
0.7% of portfolio
|
Q3 2024
Reduced 1.62%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
22,153
shares
|
$1.04 Million
0.0% of portfolio
|
Q3 2024
Added 36.9%
|
|
|
Cottonwood Capital Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
22,037
shares
|
$1.04 Million
0.8% of portfolio
|
Q3 2024
Reduced 19.5%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
21,056
shares
|
$989,842
0.03% of portfolio
|
Q3 2024
Reduced 1.39%
|
|
|
Grimes & Company, Inc.
|
Oct 22, 2024 Q3 2024 |
19,993
shares
|
$939,870
0.03% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
18,541
shares
|
$871,612
0.0% of portfolio
|
Q3 2024
Added 45.1%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
17,103
shares
|
$804,012
0.01% of portfolio
|
Q3 2024
Added 7.31%
|
|
|
Wealth Management Partners, LLC
|
Oct 21, 2024 Q3 2024 |
16,712
shares
|
$785,631
0.36% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Aveo Capital Partners, LLC
|
Nov 12, 2024 Q3 2024 |
16,505
shares
|
$775,900
0.08% of portfolio
|
Q3 2024
Added 9.66%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
16,226
shares
|
$762,784
0.14% of portfolio
|
Q3 2022
New holding
|
|
|
Family Firm, Inc.
|
Oct 17, 2024 Q3 2024 |
16,164
shares
|
$759,869
0.08% of portfolio
|
Q3 2024
Added 1.39%
|
|
|
Founders Financial Securities LLC
|
Nov 12, 2024 Q3 2024 |
15,645
shares
|
$735,471
0.07% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Ironwood Financial, LLC
|
Oct 16, 2024 Q3 2024 |
15,628
shares
|
$734,672
0.15% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
15,547
shares
|
$730,864
0.0% of portfolio
|
Q4 2024
Reduced 1.89%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
15,319
shares
|
$720,146
0.0% of portfolio
|
Q3 2024
Added 7.35%
|
|
|
Glenview Trust CO
Louisville, KY |
Nov 12, 2024 Q3 2024 |
15,066
shares
|
$708,252
0.01% of portfolio
|
Q3 2024
Reduced 2.38%
|
|
|
Csenge Advisory Group
|
Nov 13, 2024 Q3 2024 |
15,039
shares
|
$706,983
0.04% of portfolio
|
Q3 2024
Reduced 0.82%
|
|
|
Goodman Advisory Group, LLC
|
Nov 14, 2024 Q3 2024 |
15,002
shares
|
$705,244
0.2% of portfolio
|
Q3 2024
Reduced 43.77%
|
|
|
Detalus Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
14,821
shares
|
$696,735
0.24% of portfolio
|
Q3 2024
Added 121.77%
|
|
|
Shore Haven Wealth Partners, LLC
|
Oct 24, 2024 Q3 2024 |
14,793
shares
|
$695,418
0.34% of portfolio
|
Q3 2024
Added 4.68%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2024 Q3 2024 |
14,669
shares
|
$689,589
0.03% of portfolio
|
Q3 2024
Added 9.1%
|
|
|
Counterweight Ventures, LLC
Wilmington, NC |
Nov 08, 2024 Q3 2024 |
14,517
shares
|
$682,444
0.48% of portfolio
|
Q3 2024
Reduced 70.21%
|