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 |
|---|---|---|---|---|---|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
263
shares
|
$22,294
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
250
shares
|
$21,192
0.02% of portfolio
|
Q2 2022
Reduced 28.57%
|
|
|
Albion Financial Group
|
Apr 25, 2025 Q1 2025 |
250
shares
|
$21,192
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
246
shares
|
$20,853
0.0% of portfolio
|
Q1 2025
Reduced 88.4%
|
|
|
Breakwater Investment Management
Seattle, WA |
Apr 17, 2025 Q1 2025 |
226
shares
|
$19,158
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
May 05, 2025 Q1 2025 |
225
shares
|
$19,073
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
223
shares
|
$18,903
0.0% of portfolio
|
Q1 2025
Reduced 98.31%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
219
shares
|
$18,564
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
202
shares
|
$17,123
0.0% of portfolio
|
Q2 2024
Added 0.5%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Apr 16, 2025 Q1 2025 |
200
shares
|
$16,954
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Bangor Savings Bank
Bangor, ME |
Apr 14, 2025 Q1 2025 |
181
shares
|
$15,343
0.0% of portfolio
|
Q1 2024
Added 1.69%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
176
shares
|
$14,919
0.0% of portfolio
|
Q1 2025
Added 134.67%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
May 15, 2025 Q1 2025 |
175
shares
|
$14,834
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
High Mark Wealth Management LLC
|
Apr 23, 2025 Q1 2025 |
175
shares
|
$14,834
0.01% of portfolio
|
Q1 2025
Added 0.57%
|
|
|
Abound Wealth Management
Franklin, TN |
Apr 17, 2025 Q1 2025 |
158
shares
|
$13,393
0.0% of portfolio
|
Q1 2024
Added 0.64%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Apr 18, 2025 Q1 2025 |
157
shares
|
$13,308
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
154
shares
|
$13,054
0.0% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
150
shares
|
$12,715
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
127
shares
|
$10,765
0.0% of portfolio
|
Q4 2024
Reduced 45.96%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
127
shares
|
$10,765
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Apr 22, 2025 Q1 2025 |
111
shares
|
$9,409
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
105
shares
|
$8,900
0.0% of portfolio
|
Q1 2025
Reduced 53.95%
|
|
|
Main Management LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
100
shares
|
$8,477
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
91
shares
|
$7,714
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
86
shares
|
$7,290
0.0% of portfolio
|
Q1 2025
Reduced 35.34%
|