Institutional Ownership Ishares Tr (IYE)
This table provides information about the institutional ownership of Ishares Tr (IYE). We have compiled data on the 312 institutions that hold shares in the stock, with a total of 14.1 Million shares, which have been reported (via 13F filing form) to have a value of $685 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
7,152
shares
|
$346,228
0.08% of portfolio
|
Q1 2024
Added 2.26%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
7,100
shares
|
$343,711
0.11% of portfolio
|
Q2 2020
Reduced 54.49%
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
7,100
shares
|
$343,711
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Jan 24, 2025 Q4 2024 |
6,950
shares
|
$336,449
0.13% of portfolio
|
Q3 2024
Reduced 4.34%
|
|
|
Retirement Planning Group
|
Oct 10, 2024 Q3 2024 |
6,784
shares
|
$328,413
0.02% of portfolio
|
Q3 2024
Added 3.37%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Jan 22, 2025 Q4 2024 |
6,707
shares
|
$324,685
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Appleton Partners Inc
|
Oct 01, 2024 Q3 2024 |
6,539
shares
|
$316,552
0.02% of portfolio
|
Q3 2024
Reduced 1.51%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
6,480
shares
|
$313,696
0.0% of portfolio
|
Q3 2024
Reduced 27.88%
|
|
|
Montecito Bank & Trust
|
Jan 17, 2025 Q4 2024 |
6,319
shares
|
$305,902
0.05% of portfolio
|
Q4 2024
Reduced 4.3%
|
|
|
Market Street Wealth Management Advisors LLC
|
Jan 17, 2025 Q4 2024 |
6,223
shares
|
$301,255
0.05% of portfolio
|
Q4 2024
Reduced 17.65%
|
|
|
Grove Bank & Trust
|
Jan 16, 2025 Q4 2024 |
6,158
shares
|
$298,108
0.04% of portfolio
|
Q4 2024
Reduced 44.81%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
6,104
shares
|
$295,494
0.01% of portfolio
|
Q3 2024
Reduced 8.83%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
6,000
shares
|
$290,460
0.06% of portfolio
|
Q1 2022
New holding
|
|
|
Windward Private Wealth Management Inc.
|
Oct 31, 2024 Q3 2024 |
5,937
shares
|
$287,410
0.11% of portfolio
|
Q2 2024
Reduced 0.65%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Nov 12, 2024 Q3 2024 |
5,927
shares
|
$286,926
0.07% of portfolio
|
Q3 2024
Added 40.18%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Nov 07, 2024 Q3 2024 |
5,888
shares
|
$285,038
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
5,837
shares
|
$282,569
0.01% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
5,830
shares
|
$282,230
0.0% of portfolio
|
Q4 2024
Reduced 1.29%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Nov 04, 2024 Q3 2024 |
5,787
shares
|
$280,148
0.05% of portfolio
|
Q3 2024
Added 101.5%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
5,743
shares
|
$278,018
0.0% of portfolio
|
Q3 2024
Added 16.7%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Jan 16, 2025 Q4 2024 |
5,715
shares
|
$276,663
0.06% of portfolio
|
Q3 2024
Reduced 5.18%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
5,660
shares
|
$274,000
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Oct 24, 2024 Q3 2024 |
5,653
shares
|
$273,661
0.06% of portfolio
|
Q3 2024
Reduced 11.74%
|
|
|
One Advisory Partners, LLC
|
Jan 21, 2025 Q4 2024 |
5,650
shares
|
$273,516
0.12% of portfolio
|
Q4 2024
Added 6.44%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
5,619
shares
|
$272,015
0.21% of portfolio
|
Q3 2024
Reduced 89.85%
|