Institutional Ownership Ishares Tr (IEO)
This table provides information about the institutional ownership of Ishares Tr (IEO). We have compiled data on the 173 institutions that hold shares in the stock, with a total of 2.62 Million shares, which have been reported (via 13F filing form) to have a value of $242 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
402,079
shares
|
$37.1 Million
0.0% of portfolio
|
Q3 2024
Reduced 21.55%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
128,198
shares
|
$11.8 Million
0.0% of portfolio
|
Q3 2024
Added 689.4%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
127,255
shares
|
$11.8 Million
0.0% of portfolio
|
Q3 2024
Reduced 25.64%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
120,049
shares
|
$11.1 Million
0.0% of portfolio
|
Q3 2024
Reduced 6.43%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
112,338
shares
|
$10.4 Million
0.0% of portfolio
|
Q3 2024
Added 12.97%
|
|
|
Altus Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
107,507
shares
|
$9.93 Million
4.36% of portfolio
|
Q4 2024
Added 3.51%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
84,092
shares
|
$7.77 Million
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
77,282
shares
|
$7.14 Million
0.03% of portfolio
|
Q3 2024
Reduced 2.45%
|
|
|
Amica Mutual Insurance CO
|
Nov 12, 2024 Q3 2024 |
71,219
shares
|
$6.58 Million
0.63% of portfolio
|
Q3 2024
Reduced 18.04%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
70,219
shares
|
$6.49 Million
0.0% of portfolio
|
Q3 2024
Reduced 12.5%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
66,634
shares
|
$6.15 Million
0.0% of portfolio
|
Q3 2024
Reduced 8.1%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
64,874
shares
|
$5.99 Million
0.0% of portfolio
|
Q3 2024
Reduced 36.84%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
61,033
shares
|
$5.64 Million
0.01% of portfolio
|
Q3 2024
Added 3.63%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
59,771
shares
|
$5.52 Million
0.0% of portfolio
|
Q3 2024
Reduced 15.25%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
51,463
shares
|
$4.75 Million
0.01% of portfolio
|
Q3 2024
Reduced 17.73%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
47,394
shares
|
$4.38 Million
0.13% of portfolio
|
Q4 2024
Added 5.72%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
41,494
shares
|
$3.83 Million
0.0% of portfolio
|
Q3 2024
Reduced 6.93%
|
|
|
Morgan Jess S & CO Inc
|
Oct 21, 2022 Q3 2022 |
39,190
shares
|
$3.62 Million
2.84% of portfolio
|
Q3 2022
Added 0.53%
|
|
|
Grimes & Company, Inc.
|
Jan 21, 2025 Q4 2024 |
33,316
shares
|
$3.08 Million
0.09% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
33,201
shares
|
$3.07 Million
0.0% of portfolio
|
Q3 2024
Reduced 11.55%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
31,766
shares
|
$2.93 Million
0.0% of portfolio
|
Q3 2024
Reduced 54.63%
|
|
|
Spc Financial, Inc.
|
Oct 16, 2024 Q3 2024 |
29,775
shares
|
$2.75 Million
0.24% of portfolio
|
Q3 2024
Reduced 1.35%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
29,522
shares
|
$2.73 Million
0.01% of portfolio
|
Q3 2024
Reduced 22.53%
|
|
|
Carret Asset Management, LLC
|
Oct 24, 2024 Q3 2024 |
23,131
shares
|
$2.14 Million
0.24% of portfolio
|
Q3 2024
Reduced 5.73%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 04, 2024 Q3 2024 |
22,051
shares
|
$2.04 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.14%
|