Institutional Ownership Ishares Tr (IEO)
This table provides information about the institutional ownership of Ishares Tr (IEO). We have compiled data on the 170 institutions that hold shares in the stock, with a total of 2.17 Million shares, which have been reported (via 13F filing form) to have a value of $205 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Poehling Capital Management, Inc.
Madison, WI |
Nov 05, 2025 Q3 2025 |
3,500
shares
|
$331,100
0.07% of portfolio
|
Q1 2022
New holding
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2025 Q3 2025 |
3,005
shares
|
$284,273
0.0% of portfolio
|
Q1 2023
Added 20.68%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
2,991
shares
|
$282,948
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
2,963
shares
|
$280,299
0.0% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
2,741
shares
|
$259,298
0.0% of portfolio
|
Q2 2025
Reduced 0.33%
|
|
|
Pfg Advisors
|
Nov 12, 2025 Q3 2025 |
2,645
shares
|
$250,216
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
2,512
shares
|
$237,635
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
2,487
shares
|
$235,270
0.01% of portfolio
|
Q1 2025
Added 9.95%
|
|
|
First Horizon Corp
Memphis, TN |
Oct 24, 2025 Q3 2025 |
2,487
shares
|
$235,270
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Quadrature Capital LTD
London, X0 |
Nov 13, 2025 Q3 2025 |
2,276
shares
|
$215,309
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Koshinski Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
2,199
shares
|
$208,025
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Amica Retiree Medical Trust
|
Nov 07, 2025 Q3 2025 |
2,195
shares
|
$207,647
0.28% of portfolio
|
Q2 2025
Reduced 29.53%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Oct 27, 2025 Q3 2025 |
2,192
shares
|
$207,363
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
2,110
shares
|
$199,606
0.0% of portfolio
|
Q4 2024
Reduced 71.75%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
2,080
shares
|
$196,768
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
Nov 12, 2025 Q3 2025 |
1,990
shares
|
$188,254
0.0% of portfolio
|
Q3 2025
Reduced 0.75%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
1,852
shares
|
$175,199
0.01% of portfolio
|
Q3 2025
Reduced 77.68%
|
|
|
One8zero8, LLC
Greensboro, NC |
Nov 03, 2025 Q3 2025 |
1,427
shares
|
$134,994
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Oct 27, 2025 Q3 2025 |
1,300
shares
|
$122,979
0.01% of portfolio
|
Q3 2025
Reduced 16.13%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
1,146
shares
|
$108,411
0.05% of portfolio
|
Q3 2025
Added 0.61%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
1,145
shares
|
$108,317
0.0% of portfolio
|
Q4 2024
Reduced 3.38%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
1,136
shares
|
$107,465
0.0% of portfolio
|
Q2 2025
Reduced 26.33%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
1,098
shares
|
$103,870
0.0% of portfolio
|
Q3 2025
Reduced 31.25%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
1,017
shares
|
$96,208
0.0% of portfolio
|
Q3 2025
Added 10.91%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,015
shares
|
$96,019
0.0% of portfolio
|
Q2 2021
Reduced 45.52%
|
|