Institutional Ownership Ishares Tr (IEZ)
This table provides information about the institutional ownership of Ishares Tr (IEZ). We have compiled data on the 74 institutions that hold shares in the stock, with a total of 4.15 Million shares, which have been reported (via 13F filing form) to have a value of $80.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
1,842
shares
|
$30,393
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
1,826
shares
|
$30,129
0.0% of portfolio
|
Q2 2024
Added 6.78%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
1,519
shares
|
$25,063
0.0% of portfolio
|
Q1 2024
Reduced 28.85%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
1,082
shares
|
$17,853
0.01% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
870
shares
|
$14,355
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
600
shares
|
$9,900
0.0% of portfolio
|
Q1 2025
Reduced 97.88%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
586
shares
|
$9,669
0.0% of portfolio
|
Q4 2021
Reduced 15.2%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
424
shares
|
$6,996
0.0% of portfolio
|
Q3 2024
Reduced 23.05%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
312
shares
|
$5,148
0.0% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Feb 03, 2025 Q4 2024 |
206
shares
|
$3,399
0.0% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
200
shares
|
$3,300
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
174
shares
|
$2,871
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cedar Mountain Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
162
shares
|
$2,673
0.0% of portfolio
|
Q1 2025
Added 0.62%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jan 24, 2025 Q4 2024 |
144
shares
|
$2,376
0.0% of portfolio
|
Q2 2022
Reduced 62.98%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Feb 07, 2025 Q4 2024 |
110
shares
|
$1,815
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
57
shares
|
$940
0.0% of portfolio
|
Q4 2024
Reduced 99.83%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
50
shares
|
$825
0.0% of portfolio
|
Q2 2022
Reduced 90.27%
|
|
|
Investors Research Corp
|
Apr 08, 2025 Q1 2025 |
28
shares
|
$462
0.0% of portfolio
|
Q4 2021
Reduced 53.33%
|
|
|
Russell Investments Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
28
shares
|
$462
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Feb 12, 2025 Q4 2024 |
4
shares
|
$66
0.0% of portfolio
|
Q4 2024
Reduced 20.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|