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 2.91 Million shares, which have been reported (via 13F filing form) to have a value of $56 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
24,382
shares
|
$435,462
0.06% of portfolio
|
Q3 2022
Reduced 11.68%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
22,140
shares
|
$395,420
0.0% of portfolio
|
Q2 2025
Reduced 20.12%
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
21,935
shares
|
$391,759
0.02% of portfolio
|
Q2 2025
Reduced 18.31%
|
|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
18,677
shares
|
$333,571
0.37% of portfolio
|
Q3 2023
Added 12.58%
|
|
|
Waldron Private Wealth LLC
|
Jul 31, 2025 Q2 2025 |
18,660
shares
|
$333,267
0.01% of portfolio
|
Q4 2023
Reduced 11.88%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
17,707
shares
|
$316,247
0.0% of portfolio
|
Q2 2025
Added 3.75%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Jul 14, 2025 Q2 2025 |
16,970
shares
|
$303,084
0.11% of portfolio
|
Q2 2025
Reduced 34.87%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
16,524
shares
|
$295,118
0.01% of portfolio
|
Q1 2021
Reduced 96.53%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
15,555
shares
|
$277,812
0.0% of portfolio
|
Q2 2025
Reduced 36.09%
|
|
|
Amica Retiree Medical Trust
|
Aug 07, 2025 Q2 2025 |
14,293
shares
|
$255,272
0.35% of portfolio
|
Q1 2025
Reduced 19.28%
|
|
|
Family Firm, Inc.
|
Aug 08, 2025 Q2 2025 |
13,422
shares
|
$239,716
0.05% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
10,384
shares
|
$185,458
0.0% of portfolio
|
Q2 2025
Added 0.58%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Sep 26, 2025 Q2 2025 |
10,050
shares
|
$179,493
0.0% of portfolio
|
Q1 2025
Reduced 55.22%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
10,000
shares
|
$178,600
0.07% of portfolio
|
Q4 2020
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
9,114
shares
|
$162,776
0.0% of portfolio
|
Q2 2025
Added 19.37%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
8,915
shares
|
$159,221
0.08% of portfolio
|
Q1 2024
Reduced 2.41%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
8,836
shares
|
$157,810
0.0% of portfolio
|
Q2 2025
Reduced 24.97%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
8,832
shares
|
$157,739
0.0% of portfolio
|
Q1 2025
Reduced 14.68%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
7,757
shares
|
$138,540
0.01% of portfolio
|
Q2 2025
Reduced 0.36%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
7,009
shares
|
$125,180
0.0% of portfolio
|
Q2 2025
Added 18.42%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
5,216
shares
|
$93,157
0.0% of portfolio
|
Q2 2025
Reduced 3.08%
|
|
|
Toth Financial Advisory Corp
|
Oct 09, 2025 Q3 2025 |
4,100
shares
|
$73,226
0.01% of portfolio
|
Q2 2025
Reduced 35.69%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
2,650
shares
|
$47,329
0.0% of portfolio
|
Q4 2023
Added 0.57%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
1,841
shares
|
$32,880
0.0% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Flaharty Asset Management, LLC
|
Aug 08, 2025 Q2 2025 |
1,635
shares
|
$29,201
0.01% of portfolio
|
Q2 2025
New holding
|