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 |
|---|---|---|---|---|---|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 08, 2024 Q3 2024 |
5,530
shares
|
$267,707
0.01% of portfolio
|
Q3 2024
Reduced 19.03%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
5,526
shares
|
$267,513
0.01% of portfolio
|
Q4 2024
Reduced 0.68%
|
|
|
Next Capital Management LLC
|
Nov 07, 2024 Q3 2024 |
5,500
shares
|
$266,255
0.1% of portfolio
|
Q2 2022
Reduced 87.95%
|
|
|
Cora Capital Advisors LLC
Marlton, NJ |
Jan 21, 2025 Q4 2024 |
5,500
shares
|
$266,255
0.12% of portfolio
|
Q4 2022
New holding
|
|
|
Ellerson Group Inc /Adv
Annapolis, MD |
Nov 12, 2024 Q3 2024 |
5,500
shares
|
$266,255
0.2% of portfolio
|
Q2 2023
New holding
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Oct 29, 2024 Q3 2024 |
5,367
shares
|
$259,816
0.02% of portfolio
|
Q4 2023
Added 0.54%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Nov 08, 2024 Q3 2024 |
5,315
shares
|
$257,299
0.07% of portfolio
|
Q3 2023
New holding
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
5,313
shares
|
$257,202
0.02% of portfolio
|
Q4 2022
Reduced 4.1%
|
|
|
Pekin Hardy Strauss, Inc.
|
Nov 12, 2024 Q3 2024 |
5,275
shares
|
$255,362
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
5,160
shares
|
$249,795
0.01% of portfolio
|
Q3 2023
Reduced 5.89%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
5,129
shares
|
$248,294
0.0% of portfolio
|
Q3 2024
Added 7.39%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Jan 14, 2025 Q4 2024 |
5,043
shares
|
$244,131
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
First Citizens Bank & Trust CO
|
Jan 21, 2025 Q4 2024 |
5,000
shares
|
$242,049
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
4,999
shares
|
$242,001
0.09% of portfolio
|
Q4 2024
Reduced 0.52%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
4,995
shares
|
$241,807
0.0% of portfolio
|
Q3 2024
Reduced 38.85%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
4,903
shares
|
$237,354
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
4,582
shares
|
$221,814
0.33% of portfolio
|
Q4 2022
New holding
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
4,479
shares
|
$216,828
0.0% of portfolio
|
Q3 2024
Reduced 1.65%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 08, 2024 Q3 2024 |
4,451
shares
|
$215,472
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
4,394
shares
|
$212,713
0.0% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
4,060
shares
|
$196,544
0.02% of portfolio
|
Q3 2024
Added 0.64%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
4,055
shares
|
$196,302
0.0% of portfolio
|
Q1 2023
Added 8.13%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
3,938
shares
|
$190,638
0.0% of portfolio
|
Q3 2024
Reduced 31.03%
|
|
|
Financial Life Planners
Tempe, AZ |
Jan 24, 2025 Q4 2024 |
3,853
shares
|
$186,523
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 05, 2024 Q3 2024 |
3,825
shares
|
$185,168
0.01% of portfolio
|
Q4 2023
Added 99.95%
|