Institutional Ownership Ishares Tr (IEO)
This table provides information about the institutional ownership of Ishares Tr (IEO). We have compiled data on the 172 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 |
|---|---|---|---|---|---|
|
Westmount Partners, LLC
Los Angeles, CA |
Oct 14, 2025 Q3 2025 |
8,344
shares
|
$724,008
0.2% of portfolio
|
Q3 2025
Added 0.71%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
8,299
shares
|
$720,104
0.07% of portfolio
|
Q2 2025
Added 59.44%
|
|
|
Viawealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
8,136
shares
|
$705,960
0.43% of portfolio
|
Q2 2025
Reduced 37.79%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
7,488
shares
|
$649,733
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
7,478
shares
|
$648,866
0.0% of portfolio
|
Q2 2025
Reduced 10.71%
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
Jul 25, 2025 Q2 2025 |
7,332
shares
|
$636,197
0.41% of portfolio
|
Q2 2025
Reduced 1.4%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
7,209
shares
|
$625,524
0.0% of portfolio
|
Q2 2025
Reduced 20.93%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Aug 12, 2025 Q2 2025 |
7,066
shares
|
$613,116
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
6,653
shares
|
$577,280
0.01% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Mraz, Amerine & Associates, Inc.
|
Jul 22, 2025 Q2 2025 |
6,591
shares
|
$571,901
0.1% of portfolio
|
Q1 2025
Reduced 2.12%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
6,479
shares
|
$562,182
0.0% of portfolio
|
Q2 2025
Added 0.48%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
6,369
shares
|
$552,638
0.0% of portfolio
|
Q2 2025
Reduced 78.93%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
5,399
shares
|
$468,471
0.0% of portfolio
|
Q3 2025
Reduced 1.21%
|
|
|
Cypress Asset Management Inc
Houston, TX |
Aug 14, 2025 Q2 2025 |
5,188
shares
|
$450,162
0.11% of portfolio
|
Q1 2025
Reduced 30.68%
|
|
|
Guyasuta Investment Advisors Inc
|
Oct 21, 2025 Q3 2025 |
4,893
shares
|
$424,565
0.03% of portfolio
|
Q3 2025
Added 19.08%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
4,806
shares
|
$417,016
0.0% of portfolio
|
Q4 2024
Reduced 12.95%
|
|
|
Marshall Wace, LLP
London, X0 |
Aug 13, 2025 Q2 2025 |
4,663
shares
|
$404,608
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Oct 28, 2025 Q3 2025 |
4,627
shares
|
$401,484
0.01% of portfolio
|
Q3 2025
Added 0.59%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
4,382
shares
|
$380,226
0.01% of portfolio
|
Q2 2025
Reduced 4.88%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
4,299
shares
|
$373,024
0.0% of portfolio
|
Q2 2025
Reduced 1.01%
|
|
|
Altfest L J & CO Inc
|
Oct 21, 2025 Q3 2025 |
4,284
shares
|
$371,722
0.05% of portfolio
|
Q3 2025
Reduced 0.99%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
4,229
shares
|
$366,950
0.0% of portfolio
|
Q2 2025
Reduced 29.84%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
4,132
shares
|
$358,533
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
4,021
shares
|
$348,902
0.0% of portfolio
|
Q2 2025
Added 16.45%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
3,964
shares
|
$343,956
0.0% of portfolio
|
Q1 2025
Added 2.56%
|