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 |
|---|---|---|---|---|---|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
1,576
shares
|
$28,147
0.0% of portfolio
|
Q2 2025
Reduced 13.69%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Aug 12, 2025 Q2 2025 |
1,088
shares
|
$19,431
0.0% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
600
shares
|
$10,716
0.0% of portfolio
|
Q1 2025
Reduced 97.88%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
586
shares
|
$10,465
0.0% of portfolio
|
Q4 2021
Reduced 15.2%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
468
shares
|
$8,358
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
442
shares
|
$7,894
0.0% of portfolio
|
Q2 2025
Reduced 70.9%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
320
shares
|
$5,715
0.0% of portfolio
|
Q2 2025
Reduced 63.22%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
315
shares
|
$5,625
0.0% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Simplex Trading, LLC
|
Aug 05, 2025 Q2 2025 |
212
shares
|
$3,786
0.0% of portfolio
|
Q2 2025
Added 1666.67%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Aug 08, 2025 Q2 2025 |
208
shares
|
$3,714
0.0% of portfolio
|
Q2 2025
Added 0.48%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
200
shares
|
$3,572
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
180
shares
|
$3,214
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cedar Mountain Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
163
shares
|
$2,911
0.0% of portfolio
|
Q2 2025
Added 0.62%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 10, 2025 Q3 2025 |
144
shares
|
$2,571
0.0% of portfolio
|
Q2 2022
Reduced 62.98%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
142
shares
|
$2,536
0.0% of portfolio
|
Q1 2025
Reduced 66.51%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
101
shares
|
$1,803
0.0% of portfolio
|
Q2 2025
Added 1.0%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
53
shares
|
$946
0.0% of portfolio
|
Q2 2025
Reduced 68.64%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
50
shares
|
$893
0.0% of portfolio
|
Q2 2022
Reduced 90.27%
|
|
|
Investors Research Corp
|
Oct 02, 2025 Q3 2025 |
28
shares
|
$500
0.0% of portfolio
|
Q4 2021
Reduced 53.33%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
23
shares
|
$410
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 04, 2025 Q2 2025 |
2
shares
|
$35
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|