Institutional Ownership Ishares Tr (IEZ)
This table provides information about the institutional ownership of Ishares Tr (IEZ). We have compiled data on the 84 institutions that hold shares in the stock, with a total of 3.56 Million shares, which have been reported (via 13F filing form) to have a value of $62.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
926,755
shares
|
$16.3 Million
0.0% of portfolio
|
Q1 2025
Reduced 20.45%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
313,106
shares
|
$5.51 Million
0.01% of portfolio
|
Q1 2025
Added 14.83%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
230,207
shares
|
$4.05 Million
0.0% of portfolio
|
Q1 2025
Added 6.2%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
184,937
shares
|
$3.25 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.48%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
184,813
shares
|
$3.25 Million
0.0% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Van Cleef Asset Management,Inc
Beachwood, OH |
Aug 06, 2025 Q2 2025 |
163,074
shares
|
$2.87 Million
0.31% of portfolio
|
Q2 2025
Reduced 7.19%
|
|
|
Amica Mutual Insurance CO
|
Aug 07, 2025 Q2 2025 |
138,177
shares
|
$2.43 Million
0.23% of portfolio
|
Q2 2025
Reduced 14.49%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
110,396
shares
|
$1.94 Million
0.0% of portfolio
|
Q1 2025
Added 23.69%
|
|
|
Genesee Capital Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
108,428
shares
|
$1.91 Million
0.85% of portfolio
|
Q2 2025
Added 7.8%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
102,875
shares
|
$1.81 Million
0.0% of portfolio
|
Q1 2025
Reduced 26.88%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
99,986
shares
|
$1.76 Million
0.02% of portfolio
|
Q1 2025
Added 99.16%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
79,775
shares
|
$1.4 Million
0.03% of portfolio
|
Q2 2025
Added 8.29%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
76,089
shares
|
$1.34 Million
0.02% of portfolio
|
Q2 2025
Added 194.53%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
58,236
shares
|
$1.02 Million
0.0% of portfolio
|
Q3 2024
Reduced 9.14%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
55,229
shares
|
$972,030
0.0% of portfolio
|
Q2 2025
Added 35.42%
|
|
|
Cottonwood Capital Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
53,487
shares
|
$941,371
0.66% of portfolio
|
Q2 2025
Reduced 0.66%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
50,983
shares
|
$897,300
0.0% of portfolio
|
Q1 2025
Reduced 41.29%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
42,768
shares
|
$752,716
0.0% of portfolio
|
Q1 2025
Reduced 9.17%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
42,226
shares
|
$743,177
0.0% of portfolio
|
Q1 2025
Reduced 66.99%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
36,457
shares
|
$641,643
0.0% of portfolio
|
Q2 2025
Added 58.67%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
36,065
shares
|
$634,744
0.0% of portfolio
|
Q1 2025
Added 105.18%
|
|
|
Patten & Patten Inc
|
Jul 28, 2025 Q2 2025 |
31,720
shares
|
$558,272
0.04% of portfolio
|
Q2 2025
Reduced 5.16%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
27,718
shares
|
$487,836
0.01% of portfolio
|
Q1 2025
Added 15.71%
|
|
|
Main Street Financial Solutions, LLC
|
May 08, 2025 Q1 2025 |
27,121
shares
|
$477,329
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
25,977
shares
|
$457,195
0.0% of portfolio
|
Q1 2025
Reduced 0.65%
|