Institutional Ownership Ishares U S ETF Tr Ishares Evo (IEDI)
This table provides information about the institutional ownership of Ishares U S ETF Tr Ishares Evo (IEDI). We have compiled data on the 17 institutions that hold shares in the stock, with a total of 863,299 shares, which have been reported (via 13F filing form) to have a value of $41.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
May 15, 2024 Q1 2024 |
800,000
shares
|
$38.6 Million
0.57% of portfolio
|
Q1 2024
New holding
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Apr 26, 2024 Q1 2024 |
19,211
shares
|
$926,930
0.47% of portfolio
|
Q1 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
10,955
shares
|
$528,578
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 07, 2024 Q1 2024 |
10,381
shares
|
$500,883
0.0% of portfolio
|
Q1 2024
Reduced 29.41%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2024 Q1 2024 |
7,879
shares
|
$380,161
0.0% of portfolio
|
Q1 2024
Reduced 72.63%
|
|
|
Ironwood Financial, LLC
|
Apr 17, 2024 Q1 2024 |
7,066
shares
|
$340,934
0.08% of portfolio
|
Q1 2024
Reduced 0.88%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2024 Q1 2024 |
5,881
shares
|
$283,758
0.01% of portfolio
|
Q1 2024
Added 76.29%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
1,435
shares
|
$69,238
0.0% of portfolio
|
Q4 2023
Reduced 33.1%
|
|
|
Ifp Advisors, Inc
|
Jan 09, 2024 Q4 2023 |
186
shares
|
$8,974
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Live Oak Investment Partners
Austin, TX |
Feb 14, 2024 Q4 2023 |
112
shares
|
$5,404
0.0% of portfolio
|
Q4 2023
Added 6.67%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
May 13, 2024 Q1 2024 |
82
shares
|
$3,956
0.0% of portfolio
|
Q1 2024
Added 22.39%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Apr 18, 2024 Q1 2024 |
61
shares
|
$2,943
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Cwm, LLC
|
Apr 05, 2024 Q1 2024 |
46
shares
|
$2,219
0.0% of portfolio
|
Q1 2023
Reduced 66.67%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Apr 19, 2024 Q1 2024 |
2
shares
|
$96
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
1
shares
|
$48
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
1
shares
|
$48
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Apr 30, 2024 Q1 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|