Institutional Ownership Ishares Tr (IEO)
This table provides information about the institutional ownership of Ishares Tr (IEO). We have compiled data on the 177 institutions that hold shares in the stock, with a total of 2.64 Million shares, which have been reported (via 13F filing form) to have a value of $248 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
383,948
shares
|
$36.2 Million
0.0% of portfolio
|
Q4 2024
Reduced 4.51%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
131,293
shares
|
$12.4 Million
0.0% of portfolio
|
Q4 2024
Added 3.17%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
130,683
shares
|
$12.3 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
122,655
shares
|
$11.6 Million
0.0% of portfolio
|
Q4 2024
Added 2.17%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
111,881
shares
|
$10.6 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Altus Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
107,507
shares
|
$10.1 Million
4.36% of portfolio
|
Q4 2024
Added 3.51%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
81,779
shares
|
$7.71 Million
0.06% of portfolio
|
Q4 2024
Reduced 2.75%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
80,214
shares
|
$7.56 Million
0.0% of portfolio
|
Q4 2024
Added 23.65%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
80,088
shares
|
$7.55 Million
0.02% of portfolio
|
Q4 2024
Added 3.63%
|
|
|
Amica Mutual Insurance CO
|
Feb 12, 2025 Q4 2024 |
71,219
shares
|
$6.72 Million
0.65% of portfolio
|
Q3 2024
Reduced 18.04%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
61,527
shares
|
$5.8 Million
0.0% of portfolio
|
Q4 2024
Reduced 7.66%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
59,144
shares
|
$5.58 Million
0.0% of portfolio
|
Q4 2024
Reduced 15.77%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
57,072
shares
|
$5.38 Million
0.01% of portfolio
|
Q4 2024
Reduced 6.49%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
51,756
shares
|
$4.88 Million
0.0% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
49,351
shares
|
$4.65 Million
0.0% of portfolio
|
Q4 2024
Reduced 17.43%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
47,394
shares
|
$4.47 Million
0.13% of portfolio
|
Q4 2024
Added 5.72%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
41,494
shares
|
$3.91 Million
0.0% of portfolio
|
Q3 2024
Reduced 6.93%
|
|
|
Morgan Jess S & CO Inc
|
Oct 21, 2022 Q3 2022 |
39,190
shares
|
$3.7 Million
2.84% of portfolio
|
Q3 2022
Added 0.53%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
33,990
shares
|
$3.21 Million
0.01% of portfolio
|
Q4 2024
Added 15.13%
|
|
|
Grimes & Company, Inc.
|
Jan 21, 2025 Q4 2024 |
33,316
shares
|
$3.14 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
|
$3.13 Million
0.0% of portfolio
|
Q3 2024
Reduced 11.55%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
33,038
shares
|
$3.12 Million
0.0% of portfolio
|
Q4 2024
Added 4.0%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
32,741
shares
|
$3.09 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Spc Financial, Inc.
|
Feb 06, 2025 Q4 2024 |
29,976
shares
|
$2.83 Million
0.24% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Quadrature Capital LTD
London, X0 |
Feb 13, 2025 Q4 2024 |
29,339
shares
|
$2.77 Million
0.05% of portfolio
|
Q4 2024
New holding
|