Institutional Ownership Ishares Tr (IEZ)
This table provides information about the institutional ownership of Ishares Tr (IEZ). We have compiled data on the 75 institutions that hold shares in the stock, with a total of 2.56 Million shares, which have been reported (via 13F filing form) to have a value of $52.9 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
457,616
shares
|
$9.47 Million
0.0% of portfolio
|
Q3 2025
Reduced 29.64%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
189,781
shares
|
$3.93 Million
0.0% of portfolio
|
Q3 2025
Reduced 6.9%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
183,597
shares
|
$3.8 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.66%
|
|
|
Van Cleef Asset Management,Inc
Beachwood, OH |
Nov 04, 2025 Q3 2025 |
176,043
shares
|
$3.64 Million
0.36% of portfolio
|
Q3 2025
Added 7.95%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
149,342
shares
|
$3.09 Million
0.0% of portfolio
|
Q3 2025
Added 90.26%
|
|
|
Amica Mutual Insurance CO
|
Nov 07, 2025 Q3 2025 |
138,177
shares
|
$2.86 Million
0.24% of portfolio
|
Q2 2025
Reduced 14.49%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
104,384
shares
|
$2.16 Million
0.0% of portfolio
|
Q3 2025
Reduced 5.98%
|
|
|
Brown Advisory Inc
|
Nov 14, 2025 Q3 2025 |
86,736
shares
|
$1.8 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
83,198
shares
|
$1.72 Million
0.03% of portfolio
|
Q3 2025
Added 4.29%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
76,684
shares
|
$1.59 Million
0.0% of portfolio
|
Q3 2025
Added 42.64%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
74,518
shares
|
$1.54 Million
0.01% of portfolio
|
Q3 2025
Reduced 5.15%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
72,163
shares
|
$1.49 Million
0.02% of portfolio
|
Q3 2025
Reduced 5.16%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
67,853
shares
|
$1.4 Million
0.0% of portfolio
|
Q3 2025
Added 22.86%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
60,566
shares
|
$1.25 Million
0.0% of portfolio
|
Q3 2025
Reduced 43.84%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
58,236
shares
|
$1.21 Million
0.0% of portfolio
|
Q3 2024
Reduced 9.14%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
52,265
shares
|
$1.08 Million
0.0% of portfolio
|
Q2 2025
Reduced 50.8%
|
|
|
Cottonwood Capital Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
51,932
shares
|
$1.07 Million
0.79% of portfolio
|
Q3 2025
Reduced 2.91%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
47,341
shares
|
$979,958
0.0% of portfolio
|
Q3 2025
Added 29.85%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 14, 2025 Q3 2025 |
36,336
shares
|
$752,155
0.05% of portfolio
|
Q3 2025
Reduced 5.43%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 14, 2025 Q3 2025 |
28,323
shares
|
$586,286
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
27,512
shares
|
$569,498
0.0% of portfolio
|
Q3 2025
Reduced 1.35%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
27,369
shares
|
$566,538
0.0% of portfolio
|
Q3 2025
Reduced 7.37%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
25,977
shares
|
$537,723
0.0% of portfolio
|
Q3 2025
Reduced 70.85%
|
|
|
Gts Securities LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
24,685
shares
|
$510,979
0.02% of portfolio
|
Q3 2025
Added 12.54%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
24,382
shares
|
$504,707
0.06% of portfolio
|
Q3 2022
Reduced 11.68%
|
|