Institutional Ownership Ishares Tr (IEO)
This table provides information about the institutional ownership of Ishares Tr (IEO). We have compiled data on the 178 institutions that hold shares in the stock, with a total of 2.64 Million shares, which have been reported (via 13F filing form) to have a value of $227 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Benedict Financial Advisors Inc
|
Oct 24, 2024 Q3 2024 |
2,371
shares
|
$203,716
0.05% of portfolio
|
Q3 2024
Reduced 5.39%
|
|
|
Joseph P. Lucia & Associates, LLC
|
Oct 23, 2024 Q3 2024 |
2,315
shares
|
$198,904
0.11% of portfolio
|
Q3 2024
Reduced 15.66%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
2,262
shares
|
$194,351
0.01% of portfolio
|
Q3 2023
Reduced 6.1%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
2,254
shares
|
$193,663
0.0% of portfolio
|
Q3 2024
Reduced 9.19%
|
|
|
Essex Financial Services, Inc.
|
Oct 24, 2024 Q3 2024 |
2,210
shares
|
$189,883
0.01% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
2,050
shares
|
$176,136
0.02% of portfolio
|
Q1 2024
Reduced 46.14%
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
Nov 08, 2024 Q3 2024 |
2,023
shares
|
$173,816
0.0% of portfolio
|
Q3 2024
Reduced 2.65%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
1,825
shares
|
$156,804
0.01% of portfolio
|
Q4 2022
Reduced 54.09%
|
|
|
City State Bank
Norwalk, IA |
Oct 10, 2024 Q3 2024 |
1,800
shares
|
$154,656
0.06% of portfolio
|
Q3 2024
Added 5.88%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
1,473
shares
|
$126,560
0.01% of portfolio
|
Q3 2024
Added 7.28%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
1,375
shares
|
$118,140
0.01% of portfolio
|
Q3 2024
Reduced 2.14%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
1,185
shares
|
$101,815
0.0% of portfolio
|
Q3 2024
Reduced 14.56%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 28, 2024 Q3 2024 |
1,121
shares
|
$96,316
0.05% of portfolio
|
Q3 2024
Added 0.63%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
1,086
shares
|
$93,309
0.0% of portfolio
|
Q3 2024
Added 13.24%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
1,050
shares
|
$90,216
0.0% of portfolio
|
Q1 2024
Reduced 44.44%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
1,023
shares
|
$87,896
0.0% of portfolio
|
Q4 2022
Added 86.68%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,015
shares
|
$87,208
0.0% of portfolio
|
Q2 2021
Reduced 45.52%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
976
shares
|
$83,857
0.0% of portfolio
|
Q1 2024
Added 457.71%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
935
shares
|
$80,335
0.0% of portfolio
|
Q3 2024
Added 25.34%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
829
shares
|
$71,227
0.0% of portfolio
|
Q3 2024
Reduced 48.92%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
745
shares
|
$64,010
0.0% of portfolio
|
Q3 2024
Reduced 61.02%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
745
shares
|
$64,010
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
736
shares
|
$63,237
0.0% of portfolio
|
Q3 2024
Added 3.08%
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
Nov 14, 2024 Q3 2024 |
702
shares
|
$60,315
0.0% of portfolio
|
Q3 2024
Added 2.18%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
700
shares
|
$60,144
0.0% of portfolio
|
Q3 2024
Reduced 12.5%
|