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 |
|---|---|---|---|---|---|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
13,771
shares
|
$647,374
0.0% of portfolio
|
Q3 2024
Reduced 4.51%
|
|
|
Triumph Capital Management
|
Apr 25, 2024 Q1 2024 |
13,523
shares
|
$635,716
0.29% of portfolio
|
Q1 2024
Added 1.87%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
13,510
shares
|
$635,105
0.25% of portfolio
|
Q3 2021
Reduced 0.37%
|
|
|
Eq LLC
Mercer Island, WA |
Nov 07, 2024 Q3 2024 |
13,509
shares
|
$635,058
0.32% of portfolio
|
Q3 2024
Reduced 4.47%
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
12,987
shares
|
$610,518
0.06% of portfolio
|
Q3 2024
Reduced 1.14%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Oct 30, 2024 Q3 2024 |
12,711
shares
|
$597,544
0.09% of portfolio
|
Q3 2024
Reduced 0.66%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
12,397
shares
|
$582,782
0.14% of portfolio
|
Q3 2024
Reduced 0.82%
|
|
|
Concord Investment Counsel Inc.
Irvine, CA |
May 06, 2024 Q1 2024 |
12,211
shares
|
$574,039
0.22% of portfolio
|
Q1 2024
New holding
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
12,080
shares
|
$567,880
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Fort Washington Investment Advisors Inc
|
Oct 25, 2024 Q3 2024 |
11,960
shares
|
$562,239
0.0% of portfolio
|
Q4 2023
Reduced 4.01%
|
|
|
Spc Financial, Inc.
|
Oct 16, 2024 Q3 2024 |
11,572
shares
|
$543,999
0.05% of portfolio
|
Q3 2024
Reduced 2.75%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
11,314
shares
|
$531,871
0.06% of portfolio
|
Q2 2022
Added 5.35%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
11,307
shares
|
$531,542
0.01% of portfolio
|
Q3 2024
Reduced 15.06%
|
|
|
Empirical Asset Management, LLC
|
Oct 11, 2024 Q3 2024 |
11,228
shares
|
$527,828
0.07% of portfolio
|
Q2 2024
Added 8.83%
|
|
|
Grove Bank & Trust
|
Oct 11, 2024 Q3 2024 |
11,158
shares
|
$524,537
0.08% of portfolio
|
Q4 2020
New holding
|
|
|
Security Financial Services, Inc.
|
Nov 05, 2024 Q3 2024 |
11,124
shares
|
$522,939
0.11% of portfolio
|
Q3 2024
Added 160.7%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
10,922
shares
|
$513,443
0.0% of portfolio
|
Q3 2024
Reduced 9.06%
|
|
|
True Private Wealth Advisors
|
Nov 14, 2024 Q3 2024 |
10,699
shares
|
$502,959
0.06% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Oct 07, 2024 Q3 2024 |
10,658
shares
|
$501,032
0.12% of portfolio
|
Q1 2022
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
10,651
shares
|
$500,703
0.01% of portfolio
|
Q3 2024
Added 16.04%
|
|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
10,434
shares
|
$490,502
0.03% of portfolio
|
Q3 2024
Reduced 4.56%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
10,215
shares
|
$480,207
0.02% of portfolio
|
Q3 2024
Added 33.08%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
10,027
shares
|
$471,369
0.15% of portfolio
|
Q2 2022
Added 3.53%
|
|
|
Cypress Wealth Services, LLC
|
Oct 08, 2024 Q3 2024 |
9,448
shares
|
$444,150
0.09% of portfolio
|
Q3 2024
Reduced 3.86%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
9,324
shares
|
$438,321
0.0% of portfolio
|
Q3 2024
Reduced 0.89%
|