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 |
|---|---|---|---|---|---|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
200
shares
|
$17,354
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 10, 2025 Q3 2025 |
187
shares
|
$16,225
0.0% of portfolio
|
Q2 2025
Added 68.47%
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
176
shares
|
$15,271
0.0% of portfolio
|
Q1 2025
Added 134.67%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Jul 28, 2025 Q2 2025 |
175
shares
|
$15,184
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Oct 10, 2025 Q3 2025 |
158
shares
|
$13,709
0.0% of portfolio
|
Q1 2024
Added 0.64%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Aug 13, 2025 Q2 2025 |
157
shares
|
$13,622
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
High Mark Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
156
shares
|
$13,536
0.01% of portfolio
|
Q3 2025
Reduced 11.36%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
155
shares
|
$13,449
0.0% of portfolio
|
Q2 2025
Added 0.65%
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
153
shares
|
$13,275
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
150
shares
|
$13,015
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
Jul 30, 2025 Q2 2025 |
145
shares
|
$12,581
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
133
shares
|
$11,540
0.0% of portfolio
|
Q2 2025
Reduced 67.48%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Oct 06, 2025 Q3 2025 |
130
shares
|
$11,280
0.01% of portfolio
|
Q3 2025
Reduced 38.1%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
127
shares
|
$11,019
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Simplex Trading, LLC
|
Aug 05, 2025 Q2 2025 |
125
shares
|
$10,846
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
125
shares
|
$10,846
0.0% of portfolio
|
Q2 2025
Reduced 1.57%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
105
shares
|
$9,110
0.0% of portfolio
|
Q1 2025
Reduced 53.95%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Oct 01, 2025 Q3 2025 |
101
shares
|
$8,763
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Main Management LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
100
shares
|
$8,677
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
91
shares
|
$7,896
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
71
shares
|
$6,160
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Aug 11, 2025 Q2 2025 |
70
shares
|
$6,073
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 02, 2025 Q3 2025 |
69
shares
|
$5,987
0.0% of portfolio
|
Q1 2025
Reduced 98.94%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
61
shares
|
$5,292
0.0% of portfolio
|
Q2 2023
Added 1.67%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
57
shares
|
$4,945
0.0% of portfolio
|
Q3 2025
Added 1.79%
|