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 |
|---|---|---|---|---|---|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
71
shares
|
$6,018
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cx Institutional
|
Apr 15, 2025 Q1 2025 |
70
shares
|
$5,933
0.0% of portfolio
|
Q1 2025
Reduced 99.21%
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
70
shares
|
$5,933
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
63
shares
|
$5,340
0.0% of portfolio
|
Q3 2024
Reduced 99.77%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
61
shares
|
$5,170
0.0% of portfolio
|
Q2 2023
Added 1.67%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
58
shares
|
$4,916
0.0% of portfolio
|
Q1 2025
Added 3.57%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
50
shares
|
$4,238
0.0% of portfolio
|
Q3 2024
Reduced 80.0%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
50
shares
|
$4,238
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
48
shares
|
$4,068
0.0% of portfolio
|
Q3 2024
Added 2.13%
|
|
|
Cedar Mountain Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
41
shares
|
$3,475
0.0% of portfolio
|
Q4 2024
Reduced 84.05%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
30
shares
|
$2,543
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
25
shares
|
$2,119
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Running Point Capital Advisors, LLC
|
May 15, 2025 Q1 2025 |
16
shares
|
$1,356
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
16
shares
|
$1,356
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
11
shares
|
$932
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Activest Wealth Management
|
May 15, 2025 Q1 2025 |
4
shares
|
$339
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Riggs Asset Managment Co. Inc.
|
Apr 29, 2025 Q1 2025 |
3
shares
|
$254
0.0% of portfolio
|
Q4 2024
Reduced 98.03%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Apr 14, 2025 Q1 2025 |
2
shares
|
$169
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|