Institutional Ownership Ishares Tr (IEO)
This table provides information about the institutional ownership of Ishares Tr (IEO). We have compiled data on the 171 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 |
|---|---|---|---|---|---|
|
Poehling Capital Management, Inc.
Madison, WI |
Aug 11, 2025 Q2 2025 |
3,500
shares
|
$303,695
0.07% of portfolio
|
Q1 2022
New holding
|
|
|
Fiduciary Trust CO
Boston, MA |
Aug 13, 2025 Q2 2025 |
3,005
shares
|
$260,743
0.0% of portfolio
|
Q1 2023
Added 20.68%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
2,991
shares
|
$259,529
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
2,950
shares
|
$255,971
0.0% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
Vanguard Capital Wealth Advisors
|
Jul 11, 2025 Q2 2025 |
2,914
shares
|
$252,847
0.26% of portfolio
|
Q2 2025
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
2,741
shares
|
$237,836
0.0% of portfolio
|
Q2 2025
Reduced 0.33%
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
2,682
shares
|
$232,717
0.0% of portfolio
|
Q3 2024
Reduced 6.94%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
2,675
shares
|
$232,109
0.0% of portfolio
|
Q2 2025
Reduced 36.88%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
2,512
shares
|
$217,966
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
2,487
shares
|
$215,796
0.01% of portfolio
|
Q1 2025
Added 9.95%
|
|
|
First Horizon Corp
Memphis, TN |
Oct 24, 2025 Q3 2025 |
2,487
shares
|
$215,796
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Amica Retiree Medical Trust
|
Aug 07, 2025 Q2 2025 |
2,195
shares
|
$190,460
0.28% of portfolio
|
Q2 2025
Reduced 29.53%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Oct 27, 2025 Q3 2025 |
2,192
shares
|
$190,199
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
2,110
shares
|
$183,084
0.0% of portfolio
|
Q4 2024
Reduced 71.75%
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
Aug 13, 2025 Q2 2025 |
2,005
shares
|
$173,973
0.0% of portfolio
|
Q2 2025
Added 2.56%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
1,321
shares
|
$114,623
0.0% of portfolio
|
Q2 2025
Added 1.77%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 27, 2025 Q3 2025 |
1,300
shares
|
$112,801
0.01% of portfolio
|
Q3 2025
Reduced 16.13%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
1,250
shares
|
$108,462
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
1,146
shares
|
$99,438
0.05% of portfolio
|
Q3 2025
Added 0.61%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
1,145
shares
|
$99,351
0.0% of portfolio
|
Q4 2024
Reduced 3.38%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
1,136
shares
|
$98,570
0.0% of portfolio
|
Q2 2025
Reduced 26.33%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
1,098
shares
|
$95,273
0.0% of portfolio
|
Q3 2025
Reduced 31.25%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,015
shares
|
$88,071
0.0% of portfolio
|
Q2 2021
Reduced 45.52%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
917
shares
|
$79,568
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
914
shares
|
$79,307
0.0% of portfolio
|
Q2 2025
Reduced 43.37%
|