Institutional Ownership Ishares Tr (IYE)
This table provides information about the institutional ownership of Ishares Tr (IYE). We have compiled data on the 320 institutions that hold shares in the stock, with a total of 13.7 Million shares, which have been reported (via 13F filing form) to have a value of $667 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Narwhal Capital Management
|
Oct 23, 2025 Q3 2025 |
8,825
shares
|
$430,660
0.03% of portfolio
|
Q2 2021
New holding
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 17, 2025 Q3 2025 |
8,689
shares
|
$424,023
0.06% of portfolio
|
Q3 2025
Reduced 0.8%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
8,688
shares
|
$423,974
0.05% of portfolio
|
Q3 2024
Added 5.0%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
8,532
shares
|
$416,361
0.0% of portfolio
|
Q3 2025
Added 0.54%
|
|
|
Mcf Advisors LLC
Covington, KY |
Nov 05, 2025 Q3 2025 |
8,336
shares
|
$406,796
0.03% of portfolio
|
Q1 2022
New holding
|
|
|
Country Club Bank
|
Oct 07, 2025 Q3 2025 |
8,274
shares
|
$403,771
0.02% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
8,250
shares
|
$402,600
0.0% of portfolio
|
Q2 2025
Reduced 2.3%
|
|
|
Concord Investment Counsel Inc.
Irvine, CA |
Nov 14, 2025 Q3 2025 |
8,173
shares
|
$398,842
0.12% of portfolio
|
Q3 2025
Reduced 33.07%
|
|
|
Rmb Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
8,146
shares
|
$397,524
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
8,118
shares
|
$396,158
0.01% of portfolio
|
Q4 2023
Added 1.65%
|
|
|
Griffin Asset Management, Inc.
|
Oct 16, 2025 Q3 2025 |
8,056
shares
|
$393,132
0.04% of portfolio
|
Q3 2025
Reduced 2.51%
|
|
|
Magnus Financial Group LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
7,996
shares
|
$390,204
0.03% of portfolio
|
Q3 2025
Reduced 2.54%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
7,857
shares
|
$383,421
0.0% of portfolio
|
Q3 2025
Reduced 15.26%
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
7,674
shares
|
$374,491
0.01% of portfolio
|
Q3 2025
Added 1.83%
|
|
|
Capital Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
7,617
shares
|
$371,709
0.01% of portfolio
|
Q3 2025
Added 3.45%
|
|
|
Appleton Partners Inc
|
Nov 05, 2025 Q3 2025 |
7,439
shares
|
$363,023
0.02% of portfolio
|
Q3 2025
Added 13.76%
|
|
|
Bernardo Wealth Planning LLC
|
Oct 22, 2025 Q3 2025 |
7,428
shares
|
$362,486
0.07% of portfolio
|
Q3 2025
Reduced 0.31%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
7,342
shares
|
$358,289
0.0% of portfolio
|
Q3 2025
Reduced 3.52%
|
|
|
Mayflower Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
7,260
shares
|
$354,288
0.04% of portfolio
|
Q3 2025
Added 11.8%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
7,152
shares
|
$349,017
0.08% of portfolio
|
Q1 2024
Added 2.26%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
7,136
shares
|
$348,236
0.0% of portfolio
|
Q3 2025
Added 76.55%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
7,100
shares
|
$346,480
0.11% of portfolio
|
Q2 2020
Reduced 54.49%
|
|
|
Adviser Investments LLC
|
Nov 10, 2025 Q3 2025 |
7,100
shares
|
$346,480
0.0% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Oct 31, 2025 Q3 2025 |
6,992
shares
|
$341,209
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Jan 06, 2026 Q4 2025 |
6,976
shares
|
$340,428
0.07% of portfolio
|
Q4 2025
Reduced 34.55%
|
|