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 2.57 Million shares, which have been reported (via 13F filing form) to have a value of $218 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Quadrature Capital LTD
London, X0 |
May 13, 2025 Q1 2025 |
28,968
shares
|
$2.46 Million
0.06% of portfolio
|
Q1 2025
Reduced 1.26%
|
|
|
Spc Financial, Inc.
|
May 08, 2025 Q1 2025 |
28,800
shares
|
$2.44 Million
0.24% of portfolio
|
Q1 2025
Reduced 3.92%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
24,647
shares
|
$2.09 Million
0.0% of portfolio
|
Q1 2025
Reduced 52.38%
|
|
|
Pcg Wealth Advisors, LLC
|
May 05, 2025 Q1 2025 |
22,076
shares
|
$1.87 Million
0.77% of portfolio
|
Q1 2025
Added 33.8%
|
|
|
Carret Asset Management, LLC
|
Apr 22, 2025 Q1 2025 |
21,881
shares
|
$1.85 Million
0.24% of portfolio
|
Q1 2025
Reduced 2.23%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
21,801
shares
|
$1.85 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.13%
|
|
|
Martin & CO Inc
Knoxville, TN |
May 15, 2025 Q1 2025 |
21,663
shares
|
$1.84 Million
0.42% of portfolio
|
Q1 2025
Added 0.83%
|
|
|
Cottonwood Capital Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
21,355
shares
|
$1.81 Million
1.6% of portfolio
|
Q1 2025
Reduced 1.66%
|
|
|
Investors Research Corp
|
Apr 08, 2025 Q1 2025 |
20,810
shares
|
$1.76 Million
0.43% of portfolio
|
Q1 2025
Added 37.55%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
19,768
shares
|
$1.68 Million
0.02% of portfolio
|
Q1 2025
Added 0.44%
|
|
|
Audent Global Asset Management, LLC
West Hollywood, CA |
Apr 28, 2025 Q1 2025 |
18,351
shares
|
$1.56 Million
1.44% of portfolio
|
Q1 2025
Reduced 13.15%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
17,977
shares
|
$1.52 Million
0.0% of portfolio
|
Q1 2025
Reduced 36.85%
|
|
|
Wealth Management Partners, LLC
|
Apr 10, 2025 Q1 2025 |
16,506
shares
|
$1.4 Million
0.73% of portfolio
|
Q1 2025
Added 1.18%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
16,200
shares
|
$1.37 Million
0.06% of portfolio
|
Q3 2022
Reduced 2.13%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
15,949
shares
|
$1.35 Million
0.29% of portfolio
|
Q3 2022
New holding
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
15,908
shares
|
$1.35 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.51%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
15,706
shares
|
$1.33 Million
0.0% of portfolio
|
Q1 2025
Added 35.21%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
13,310
shares
|
$1.13 Million
0.0% of portfolio
|
Q4 2024
Added 13.01%
|
|
|
Viawealth, LLC
Overland Park, KS |
May 07, 2025 Q1 2025 |
13,079
shares
|
$1.11 Million
0.76% of portfolio
|
Q1 2025
Reduced 7.4%
|
|
|
Savvy Advisors, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
12,301
shares
|
$1.04 Million
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
May 15, 2025 Q1 2025 |
12,258
shares
|
$1.04 Million
0.0% of portfolio
|
Q1 2025
Added 21.52%
|
|
|
Independent Family Office, LLC
|
May 13, 2025 Q1 2025 |
10,737
shares
|
$910,175
0.54% of portfolio
|
Q1 2025
Reduced 37.05%
|
|
|
Enclave Advisors LLC
Austin, TX |
Apr 10, 2025 Q1 2025 |
10,191
shares
|
$863,891
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
9,954
shares
|
$843,800
0.0% of portfolio
|
Q1 2025
Reduced 0.73%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
9,514
shares
|
$806,501
0.01% of portfolio
|
Q1 2025
Reduced 7.27%
|