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 |
|---|---|---|---|---|---|
|
Mezzasalma Advisors, LLC
|
Apr 18, 2025 Q1 2025 |
9,385
shares
|
$795,566
0.32% of portfolio
|
Q1 2025
Reduced 2.36%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
9,117
shares
|
$772,848
0.0% of portfolio
|
Q1 2025
Added 1.98%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
8,917
shares
|
$755,894
0.0% of portfolio
|
Q1 2025
Reduced 88.06%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
8,375
shares
|
$709,948
0.0% of portfolio
|
Q1 2025
Reduced 52.24%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
8,320
shares
|
$705,286
0.01% of portfolio
|
Q1 2025
Added 72.26%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
May 01, 2025 Q1 2025 |
8,239
shares
|
$698,420
0.24% of portfolio
|
Q1 2025
Added 8.17%
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
7,488
shares
|
$634,757
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
May 09, 2025 Q1 2025 |
7,436
shares
|
$630,349
0.5% of portfolio
|
Q1 2025
Reduced 1.09%
|
|
|
Canal Capital Management, LLC
|
Feb 14, 2025 Q4 2024 |
6,842
shares
|
$579,996
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Cypress Asset Management Inc
Houston, TX |
Feb 24, 2025 Q4 2024 |
6,796
shares
|
$576,096
0.16% of portfolio
|
Q4 2024
Reduced 21.03%
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Apr 29, 2025 Q1 2025 |
6,690
shares
|
$567,111
0.18% of portfolio
|
Q4 2024
Reduced 65.45%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
6,641
shares
|
$562,957
0.02% of portfolio
|
Q1 2025
Reduced 27.44%
|
|
|
Gamma Investing LLC
Foster City, CA |
Apr 07, 2025 Q1 2025 |
6,526
shares
|
$553,209
0.0% of portfolio
|
Q1 2025
Reduced 98.94%
|
|
|
Mraz, Amerine & Associates, Inc.
|
Apr 30, 2025 Q1 2025 |
6,474
shares
|
$548,800
0.11% of portfolio
|
Q1 2025
Reduced 2.12%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
6,448
shares
|
$546,596
0.0% of portfolio
|
Q1 2025
Reduced 27.17%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
6,028
shares
|
$510,993
0.0% of portfolio
|
Q1 2025
Added 18.08%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
6,020
shares
|
$510,315
0.0% of portfolio
|
Q1 2025
Reduced 1.7%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
May 15, 2025 Q1 2025 |
5,255
shares
|
$445,466
0.41% of portfolio
|
Q1 2025
Reduced 64.76%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
5,205
shares
|
$441,227
0.05% of portfolio
|
Q1 2025
Reduced 37.28%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
4,806
shares
|
$407,404
0.0% of portfolio
|
Q4 2024
Reduced 12.95%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
4,607
shares
|
$390,535
0.01% of portfolio
|
Q1 2025
Reduced 2.12%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
4,343
shares
|
$368,156
0.0% of portfolio
|
Q1 2025
Reduced 26.96%
|
|
|
Altfest L J & CO Inc
|
May 09, 2025 Q1 2025 |
4,316
shares
|
$365,867
0.06% of portfolio
|
Q1 2025
Reduced 1.05%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
4,238
shares
|
$359,255
0.01% of portfolio
|
Q1 2025
Reduced 3.55%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
4,132
shares
|
$350,269
0.03% of portfolio
|
Q4 2023
New holding
|