Institutional Ownership Ishares Tr (IEO)
This table provides information about the institutional ownership of Ishares Tr (IEO). We have compiled data on the 170 institutions that hold shares in the stock, with a total of 2.17 Million shares, which have been reported (via 13F filing form) to have a value of $205 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
200
shares
|
$18,920
0.0% of portfolio
|
Q2 2025
Reduced 26.74%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 10, 2025 Q3 2025 |
187
shares
|
$17,690
0.0% of portfolio
|
Q2 2025
Added 68.47%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
176
shares
|
$16,649
0.0% of portfolio
|
Q3 2025
Reduced 75.72%
|
|
|
Abound Wealth Management
Franklin, TN |
Oct 10, 2025 Q3 2025 |
158
shares
|
$14,946
0.0% of portfolio
|
Q1 2024
Added 0.64%
|
|
|
High Mark Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
156
shares
|
$14,757
0.01% of portfolio
|
Q3 2025
Reduced 11.36%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
156
shares
|
$14,757
0.0% of portfolio
|
Q3 2025
Added 0.65%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
154
shares
|
$14,568
0.0% of portfolio
|
Q3 2025
Added 0.65%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
150
shares
|
$14,190
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Oct 06, 2025 Q3 2025 |
130
shares
|
$12,298
0.01% of portfolio
|
Q3 2025
Reduced 38.1%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
127
shares
|
$12,014
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
125
shares
|
$11,825
0.0% of portfolio
|
Q3 2025
Reduced 28.98%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
125
shares
|
$11,825
0.0% of portfolio
|
Q2 2025
Reduced 1.57%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
114
shares
|
$10,784
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
105
shares
|
$9,933
0.0% of portfolio
|
Q1 2025
Reduced 53.95%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jan 05, 2026 Q4 2025 |
101
shares
|
$9,554
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
71
shares
|
$6,716
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 03, 2025 Q3 2025 |
70
shares
|
$6,622
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2026 Q4 2025 |
69
shares
|
$6,527
0.0% of portfolio
|
Q1 2025
Reduced 98.94%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
61
shares
|
$5,770
0.0% of portfolio
|
Q2 2023
Added 1.67%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
57
shares
|
$5,392
0.0% of portfolio
|
Q3 2025
Added 1.79%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
50
shares
|
$4,730
0.0% of portfolio
|
Q3 2024
Reduced 80.0%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
50
shares
|
$4,730
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Dec 08, 2025 Q3 2025 |
50
shares
|
$4,730
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
50
shares
|
$4,730
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
49
shares
|
$4,635
0.0% of portfolio
|
Q2 2025
Added 2.08%
|
|