Institutional Ownership Ishares Tr (IEZ)
This table provides information about the institutional ownership of Ishares Tr (IEZ). We have compiled data on the 88 institutions that hold shares in the stock, with a total of 3.67 Million shares, which have been reported (via 13F filing form) to have a value of $59.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Revisor Wealth Management LLC
Akron, OH |
Apr 28, 2025 Q1 2025 |
26,055
shares
|
$464,039
0.23% of portfolio
|
Q1 2025
Reduced 19.88%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
25,977
shares
|
$462,650
0.0% of portfolio
|
Q1 2025
Reduced 0.65%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
25,834
shares
|
$460,103
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
24,382
shares
|
$434,243
0.06% of portfolio
|
Q3 2022
Reduced 11.68%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
24,340
shares
|
$433,495
0.0% of portfolio
|
Q1 2025
Added 129.41%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
22,976
shares
|
$409,202
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
20,395
shares
|
$363,234
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
18,677
shares
|
$332,637
0.37% of portfolio
|
Q3 2023
Added 12.58%
|
|
|
Waldron Private Wealth LLC
|
May 08, 2025 Q1 2025 |
18,660
shares
|
$332,334
0.02% of portfolio
|
Q4 2023
Reduced 11.88%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
17,067
shares
|
$303,963
0.0% of portfolio
|
Q1 2025
Reduced 47.19%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
16,524
shares
|
$294,292
0.01% of portfolio
|
Q1 2021
Reduced 96.53%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
15,573
shares
|
$277,355
0.0% of portfolio
|
Q1 2025
Added 13.14%
|
|
|
Quadrature Capital LTD
London, X0 |
May 13, 2025 Q1 2025 |
14,404
shares
|
$256,535
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Amica Retiree Medical Trust
|
May 13, 2025 Q1 2025 |
14,293
shares
|
$254,558
0.43% of portfolio
|
Q1 2025
Reduced 19.28%
|
|
|
Family Firm, Inc.
|
May 01, 2025 Q1 2025 |
13,363
shares
|
$237,995
0.06% of portfolio
|
Q1 2025
Added 6.95%
|
|
|
Lowe Brockenbrough & CO Inc
|
May 13, 2025 Q1 2025 |
12,841
shares
|
$228,698
0.02% of portfolio
|
Q1 2025
Reduced 49.42%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 28, 2025 Q1 2025 |
12,381
shares
|
$220,505
0.04% of portfolio
|
Q4 2024
Reduced 16.51%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
11,776
shares
|
$209,730
0.01% of portfolio
|
Q4 2024
Reduced 3.59%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
11,456
shares
|
$204,031
0.0% of portfolio
|
Q1 2025
Reduced 41.04%
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
10,394
shares
|
$185,117
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
10,324
shares
|
$183,870
0.0% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
10,050
shares
|
$178,990
0.0% of portfolio
|
Q1 2025
Reduced 55.22%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
10,000
shares
|
$178,100
0.07% of portfolio
|
Q4 2020
New holding
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
8,915
shares
|
$158,776
0.08% of portfolio
|
Q1 2024
Reduced 2.41%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
8,832
shares
|
$157,297
0.0% of portfolio
|
Q1 2025
Reduced 14.68%
|