Institutional Ownership Ishares Tr (IEZ)
This table provides information about the institutional ownership of Ishares Tr (IEZ). We have compiled data on the 95 institutions that hold shares in the stock, with a total of 7.95 Million shares, which have been reported (via 13F filing form) to have a value of $177 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
1,781,752
shares
|
$39.7 Million
0.0% of portfolio
|
Q1 2024
Added 15.29%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2024 Q1 2024 |
922,666
shares
|
$20.5 Million
0.09% of portfolio
|
Q1 2024
Added 111.1%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
859,802
shares
|
$19.1 Million
0.0% of portfolio
|
Q1 2024
Added 88.99%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
530,909
shares
|
$11.8 Million
0.03% of portfolio
|
Q1 2024
Reduced 7.9%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
341,414
shares
|
$7.6 Million
0.0% of portfolio
|
Q1 2024
Reduced 20.57%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
309,867
shares
|
$6.9 Million
0.0% of portfolio
|
Q1 2024
Reduced 28.84%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 15, 2024 Q1 2024 |
260,527
shares
|
$5.8 Million
0.0% of portfolio
|
Q1 2024
Reduced 6.33%
|
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
256,234
shares
|
$5.71 Million
0.0% of portfolio
|
Q1 2024
Added 66.27%
|
|
|
Prospera Financial Services Inc
|
Feb 14, 2024 Q4 2023 |
191,572
shares
|
$4.27 Million
0.14% of portfolio
|
Q4 2023
Added 456.86%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2024 Q1 2024 |
190,271
shares
|
$4.24 Million
0.01% of portfolio
|
Q1 2024
Reduced 56.17%
|
|
|
Amica Mutual Insurance CO
|
May 13, 2024 Q1 2024 |
187,368
shares
|
$4.17 Million
0.45% of portfolio
|
Q4 2023
Added 57.26%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 15, 2024 Q1 2024 |
182,327
shares
|
$4.06 Million
0.0% of portfolio
|
Q1 2024
Reduced 2.34%
|
|
|
Van Cleef Asset Management,Inc
Beachwood, OH |
May 10, 2024 Q1 2024 |
181,679
shares
|
$4.05 Million
0.56% of portfolio
|
Q1 2024
Reduced 1.53%
|
|
|
Well Done, LLC
|
Apr 18, 2024 Q1 2024 |
171,169
shares
|
$3.81 Million
0.8% of portfolio
|
Q1 2024
Added 11.3%
|
|
|
Cadent Capital Advisors, LLC
|
Apr 11, 2024 Q1 2024 |
160,667
shares
|
$3.58 Million
1.51% of portfolio
|
Q1 2024
Added 6.04%
|
|
|
Genesee Capital Advisors, LLC
|
Apr 22, 2024 Q1 2024 |
148,211
shares
|
$3.3 Million
1.94% of portfolio
|
Q1 2024
Reduced 11.37%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Apr 22, 2024 Q1 2024 |
86,998
shares
|
$1.94 Million
0.0% of portfolio
|
Q1 2024
Reduced 20.33%
|
|
|
Cottonwood Capital Advisors, LLC
|
Apr 26, 2024 Q1 2024 |
79,031
shares
|
$1.76 Million
1.5% of portfolio
|
Q1 2024
Added 1.05%
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Apr 16, 2024 Q1 2024 |
66,473
shares
|
$1.48 Million
0.41% of portfolio
|
Q1 2024
Reduced 81.41%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
62,520
shares
|
$1.39 Million
0.0% of portfolio
|
Q1 2024
Reduced 14.95%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
May 15, 2024 Q1 2024 |
61,023
shares
|
$1.36 Million
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Leuthold Group, LLC
|
May 06, 2024 Q1 2024 |
58,075
shares
|
$1.29 Million
0.16% of portfolio
|
Q1 2024
Added 5.31%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2024 Q1 2024 |
53,385
shares
|
$1.19 Million
0.0% of portfolio
|
Q1 2024
Added 24.69%
|
|
|
Grimes & Company, Inc.
|
Apr 17, 2024 Q1 2024 |
47,586
shares
|
$1.06 Million
0.03% of portfolio
|
Q1 2024
Reduced 3.53%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 21, 2024 Q1 2024 |
43,325
shares
|
$964,847
0.01% of portfolio
|
Q1 2024
New holding
|
|