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 |
|---|---|---|---|---|---|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
783
shares
|
$67,940
0.01% of portfolio
|
Q2 2025
Added 24.68%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
725
shares
|
$62,908
0.0% of portfolio
|
Q2 2025
Reduced 12.12%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 30, 2025 Q2 2025 |
700
shares
|
$60,739
0.0% of portfolio
|
Q3 2024
Reduced 12.5%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
695
shares
|
$60,305
0.0% of portfolio
|
Q2 2025
Reduced 7.7%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
600
shares
|
$52,062
0.0% of portfolio
|
Q3 2025
Reduced 15.13%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
500
shares
|
$43,385
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Aug 07, 2025 Q2 2025 |
457
shares
|
$39,653
0.01% of portfolio
|
Q2 2025
Added 0.66%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
422
shares
|
$36,616
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Aug 19, 2025 Q2 2025 |
404
shares
|
$35,055
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
380
shares
|
$32,972
0.0% of portfolio
|
Q2 2025
Reduced 54.65%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
360
shares
|
$31,237
0.0% of portfolio
|
Q2 2024
Reduced 62.5%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
353
shares
|
$30,629
0.0% of portfolio
|
Q1 2025
Reduced 76.51%
|
|
|
Hilltop National Bank
Casper, WY |
Oct 08, 2025 Q3 2025 |
315
shares
|
$27,332
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
306
shares
|
$26,551
0.0% of portfolio
|
Q2 2025
Added 24.39%
|
|
|
Rmg Wealth Management LLC
Platteville, WI |
Jul 23, 2025 Q2 2025 |
300
shares
|
$26,031
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
278
shares
|
$24,122
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
275
shares
|
$23,861
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bokf, Na
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
263
shares
|
$22,820
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
250
shares
|
$21,692
0.02% of portfolio
|
Q2 2022
Reduced 28.57%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
227
shares
|
$19,696
0.0% of portfolio
|
Q2 2025
Reduced 61.66%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Oct 22, 2025 Q3 2025 |
225
shares
|
$19,523
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
219
shares
|
$19,002
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
202
shares
|
$17,527
0.0% of portfolio
|
Q2 2024
Added 0.5%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 07, 2025 Q3 2025 |
200
shares
|
$17,354
0.04% of portfolio
|
Q3 2025
Reduced 14.89%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
200
shares
|
$17,354
0.0% of portfolio
|
Q2 2025
Reduced 26.74%
|