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 |
|---|---|---|---|---|---|
|
Guyasuta Investment Advisors Inc
|
Apr 22, 2025 Q1 2025 |
4,109
shares
|
$348,319
0.03% of portfolio
|
Q1 2025
Reduced 38.75%
|
|
|
Alta Wealth Advisors LLC
|
Apr 24, 2025 Q1 2025 |
4,060
shares
|
$344,166
0.18% of portfolio
|
Q1 2025
Reduced 3.59%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
3,964
shares
|
$336,028
0.0% of portfolio
|
Q1 2025
Added 2.56%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
3,800
shares
|
$322,126
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Poehling Capital Management, Inc.
Madison, WI |
May 02, 2025 Q1 2025 |
3,500
shares
|
$296,695
0.08% of portfolio
|
Q1 2022
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
3,453
shares
|
$292,710
0.0% of portfolio
|
Q1 2025
Added 6.94%
|
|
|
Amica Retiree Medical Trust
|
May 13, 2025 Q1 2025 |
3,115
shares
|
$264,058
0.45% of portfolio
|
Q1 2025
Reduced 19.28%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
May 08, 2025 Q1 2025 |
3,086
shares
|
$261,600
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
3,035
shares
|
$257,276
0.0% of portfolio
|
Q1 2025
Reduced 41.08%
|
|
|
Fiduciary Trust CO
Boston, MA |
May 14, 2025 Q1 2025 |
3,005
shares
|
$254,733
0.0% of portfolio
|
Q1 2023
Added 20.68%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
2,991
shares
|
$253,547
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
2,937
shares
|
$248,969
0.0% of portfolio
|
Q1 2025
Added 0.44%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
2,927
shares
|
$248,121
0.0% of portfolio
|
Q1 2025
Reduced 1.75%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
2,750
shares
|
$233,117
0.0% of portfolio
|
Q1 2025
Reduced 27.8%
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
2,682
shares
|
$227,353
0.0% of portfolio
|
Q3 2024
Reduced 6.94%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Apr 17, 2025 Q1 2025 |
2,600
shares
|
$220,402
0.04% of portfolio
|
Q4 2024
Reduced 10.34%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
2,595
shares
|
$219,978
0.01% of portfolio
|
Q4 2024
Added 252.58%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
2,512
shares
|
$212,942
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
2,487
shares
|
$210,822
0.01% of portfolio
|
Q1 2025
Added 9.95%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
2,325
shares
|
$197,090
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
2,217
shares
|
$187,935
0.01% of portfolio
|
Q1 2025
Reduced 0.98%
|
|
|
Essex Financial Services, Inc.
|
Apr 25, 2025 Q1 2025 |
2,213
shares
|
$187,596
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Gill Capital Partners, LLC
Denver, CO |
May 09, 2025 Q1 2025 |
2,192
shares
|
$185,815
0.08% of portfolio
|
Q1 2025
Reduced 36.33%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
2,110
shares
|
$178,864
0.0% of portfolio
|
Q4 2024
Reduced 71.75%
|
|
|
Harbor Investment Advisory, LLC
|
Apr 09, 2025 Q1 2025 |
2,050
shares
|
$173,778
0.02% of portfolio
|
Q1 2024
Reduced 46.14%
|