Institutional Ownership Ishares Tr (IEO)
This table provides information about the institutional ownership of Ishares Tr (IEO). We have compiled data on the 171 institutions that hold shares in the stock, with a total of 2.18 Million shares, which have been reported (via 13F filing form) to have a value of $189 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Jul 25, 2025 Q2 2025 |
21,801
shares
|
$1.89 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.13%
|
|
|
Martin & CO Inc
Knoxville, TN |
Aug 13, 2025 Q2 2025 |
21,463
shares
|
$1.86 Million
0.37% of portfolio
|
Q2 2025
Reduced 0.92%
|
|
|
Cottonwood Capital Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
20,786
shares
|
$1.8 Million
1.53% of portfolio
|
Q3 2025
Reduced 0.33%
|
|
|
Carret Asset Management, LLC
|
Aug 04, 2025 Q2 2025 |
20,731
shares
|
$1.8 Million
0.2% of portfolio
|
Q2 2025
Reduced 5.26%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
19,971
shares
|
$1.73 Million
0.0% of portfolio
|
Q2 2025
Reduced 18.97%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
18,530
shares
|
$1.61 Million
0.02% of portfolio
|
Q2 2025
Reduced 6.26%
|
|
|
Audent Global Asset Management, LLC
West Hollywood, CA |
Aug 15, 2025 Q2 2025 |
18,356
shares
|
$1.59 Million
1.18% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
18,065
shares
|
$1.57 Million
0.0% of portfolio
|
Q2 2025
Reduced 47.2%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
16,483
shares
|
$1.43 Million
0.0% of portfolio
|
Q2 2025
Added 3.61%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
16,261
shares
|
$1.41 Million
0.04% of portfolio
|
Q2 2025
Added 7191.93%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
16,200
shares
|
$1.41 Million
0.06% of portfolio
|
Q3 2022
Reduced 2.13%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
15,949
shares
|
$1.38 Million
0.29% of portfolio
|
Q3 2022
New holding
|
|
|
Wealth Management Partners, LLC
|
Oct 21, 2025 Q3 2025 |
15,933
shares
|
$1.38 Million
0.54% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
15,706
shares
|
$1.36 Million
0.0% of portfolio
|
Q1 2025
Added 35.21%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
15,328
shares
|
$1.33 Million
0.0% of portfolio
|
Q2 2025
Reduced 66.5%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
14,135
shares
|
$1.23 Million
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Independent Family Office, LLC
|
Aug 13, 2025 Q2 2025 |
13,297
shares
|
$1.15 Million
0.56% of portfolio
|
Q2 2025
Added 23.84%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Aug 04, 2025 Q2 2025 |
12,186
shares
|
$1.06 Million
0.07% of portfolio
|
Q2 2025
Reduced 0.93%
|
|
|
Pcg Wealth Advisors, LLC
|
Aug 07, 2025 Q2 2025 |
10,549
shares
|
$915,336
0.48% of portfolio
|
Q2 2025
Reduced 52.22%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
10,359
shares
|
$898,850
0.0% of portfolio
|
Q2 2025
Added 4.07%
|
|
|
Enclave Advisors LLC
Austin, TX |
Oct 14, 2025 Q3 2025 |
10,191
shares
|
$884,273
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
9,412
shares
|
$816,679
0.0% of portfolio
|
Q2 2025
Reduced 1.07%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
9,131
shares
|
$792,296
0.0% of portfolio
|
Q2 2025
Added 2.4%
|
|
|
Mezzasalma Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
9,066
shares
|
$786,656
0.23% of portfolio
|
Q3 2025
Reduced 0.31%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
8,769
shares
|
$760,886
0.01% of portfolio
|
Q2 2025
Added 5.4%
|