Institutional Ownership Ishares Tr (IYE)
This table provides information about the institutional ownership of Ishares Tr (IYE). We have compiled data on the 319 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 $669 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
4,045
shares
|
$197,396
0.0% of portfolio
|
Q2 2025
Added 20.21%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
3,825
shares
|
$186,660
0.01% of portfolio
|
Q4 2023
Added 99.95%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
3,694
shares
|
$180,267
0.0% of portfolio
|
Q3 2025
Reduced 4.0%
|
|
|
Financial Life Planners
Tempe, AZ |
Nov 13, 2025 Q3 2025 |
3,682
shares
|
$179,681
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
3,635
shares
|
$177,388
0.01% of portfolio
|
Q2 2025
Added 1303.47%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
3,546
shares
|
$173,044
0.0% of portfolio
|
Q3 2025
Reduced 0.98%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
3,495
shares
|
$170,556
0.02% of portfolio
|
Q3 2023
Reduced 12.84%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
3,288
shares
|
$160,454
0.0% of portfolio
|
Q3 2025
Reduced 16.51%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
3,270
shares
|
$159,576
0.09% of portfolio
|
Q3 2024
Reduced 5.98%
|
|
|
Investors Research Corp
|
Jan 06, 2026 Q4 2025 |
3,050
shares
|
$148,840
0.03% of portfolio
|
Q4 2020
Added 2.87%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
2,673
shares
|
$130,442
0.12% of portfolio
|
Q2 2025
Reduced 7.09%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 13, 2026 Q4 2025 |
2,490
shares
|
$121,512
0.0% of portfolio
|
Q4 2025
Reduced 35.36%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
2,484
shares
|
$121,219
0.0% of portfolio
|
Q3 2025
Reduced 17.39%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,409
shares
|
$117,559
0.0% of portfolio
|
Q2 2020
Added 9.51%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Jan 23, 2026 Q4 2025 |
2,240
shares
|
$109,312
0.05% of portfolio
|
Q4 2025
Reduced 2.52%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Oct 29, 2025 Q3 2025 |
1,903
shares
|
$92,866
0.03% of portfolio
|
Q2 2025
Reduced 10.02%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
1,890
shares
|
$92,232
0.05% of portfolio
|
Q1 2023
New holding
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
1,780
shares
|
$86,864
0.13% of portfolio
|
Q4 2023
Added 8.54%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
1,756
shares
|
$85,692
0.01% of portfolio
|
Q3 2025
Reduced 13.11%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,744
shares
|
$85,107
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 10, 2025 Q3 2025 |
1,731
shares
|
$84,472
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
1,644
shares
|
$80,227
0.0% of portfolio
|
Q3 2025
Added 43.08%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
1,575
shares
|
$76,860
0.0% of portfolio
|
Q2 2025
Added 173.91%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
1,573
shares
|
$76,762
0.02% of portfolio
|
Q4 2022
Added 2.08%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
1,553
shares
|
$75,786
0.01% of portfolio
|
Q3 2025
Reduced 0.89%
|
|