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 |
---|---|---|---|---|---|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 07, 2024 Q1 2024 |
12,135
shares
|
$270,246
0.0% of portfolio
|
Q1 2024
Reduced 59.27%
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
12,128
shares
|
$270,090
0.0% of portfolio
|
Q1 2024
Added 0.24%
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 29, 2024 Q1 2024 |
11,485
shares
|
$255,770
0.01% of portfolio
|
Q2 2023
Reduced 2.15%
|
|
Ntv Asset Management LLC
|
May 07, 2024 Q1 2024 |
11,048
shares
|
$246,038
0.04% of portfolio
|
Q1 2024
Added 0.04%
|
|
Quadrature Capital LTD
London, X0 |
May 14, 2024 Q1 2024 |
10,919
shares
|
$243,166
0.0% of portfolio
|
Q1 2024
New holding
|
|
Spc Financial, Inc.
|
May 03, 2024 Q1 2024 |
10,467
shares
|
$233,100
0.02% of portfolio
|
Q1 2024
Reduced 97.2%
|
|
Jpmorgan Chase & CO
New York, NY |
May 10, 2024 Q1 2024 |
10,365
shares
|
$230,828
0.0% of portfolio
|
Q1 2024
Added 123.19%
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
10,000
shares
|
$222,700
0.07% of portfolio
|
Q4 2020
New holding
|
|
Apeiron Ria LLC
|
Apr 15, 2024 Q1 2024 |
9,341
shares
|
$208,024
0.06% of portfolio
|
Q4 2023
Reduced 6.18%
|
|
Executive Wealth Management, LLC
|
May 13, 2024 Q1 2024 |
9,319
shares
|
$207,534
0.02% of portfolio
|
Q1 2024
Reduced 52.18%
|
|
Kestra Private Wealth Services, LLC
|
May 02, 2024 Q1 2024 |
9,237
shares
|
$205,707
0.0% of portfolio
|
Q1 2024
Added 1.02%
|
|
Two Sigma Securities, LLC
New York, NY |
May 15, 2024 Q1 2024 |
9,077
shares
|
$202,144
0.0% of portfolio
|
Q1 2024
New holding
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
8,915
shares
|
$198,537
0.08% of portfolio
|
Q1 2024
Reduced 2.41%
|
|
Toth Financial Advisory Corp
|
Apr 16, 2024 Q1 2024 |
6,411
shares
|
$142,772
0.02% of portfolio
|
Q1 2024
Reduced 13.49%
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2024 Q1 2024 |
5,438
shares
|
$121,104
0.0% of portfolio
|
Q1 2024
Reduced 64.65%
|
|
Citigroup Inc
|
May 10, 2024 Q1 2024 |
5,138
shares
|
$114,423
0.0% of portfolio
|
Q1 2024
Reduced 4.64%
|
|
Comerica Bank
|
May 15, 2024 Q1 2024 |
5,000
shares
|
$111,350
0.0% of portfolio
|
Q4 2023
Added 20733.33%
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2024 Q1 2024 |
4,515
shares
|
$100,549
0.0% of portfolio
|
Q1 2023
Reduced 78.54%
|
|
U S Global Investors Inc
San Antonio, TX |
Apr 24, 2024 Q1 2024 |
4,100
shares
|
$91,307
0.01% of portfolio
|
Q1 2024
New holding
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 15, 2024 Q1 2024 |
3,407
shares
|
$75,873
0.01% of portfolio
|
Q1 2024
Added 97.39%
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
2,650
shares
|
$59,015
0.0% of portfolio
|
Q4 2023
Added 0.57%
|
|
Simplex Trading, LLC
|
Apr 25, 2024 Q1 2024 |
2,214
shares
|
$49,305
0.0% of portfolio
|
Q1 2024
Added 164.83%
|
|
Us Bancorp \De\
|
May 07, 2024 Q1 2024 |
1,710
shares
|
$38,081
0.0% of portfolio
|
Q4 2023
New holding
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 14, 2024 Q1 2024 |
1,519
shares
|
$33,828
0.0% of portfolio
|
Q1 2024
Reduced 28.85%
|
|
Washington Trust CO
|
Apr 23, 2024 Q1 2024 |
1,375
shares
|
$30,621
0.0% of portfolio
|
Q4 2023
New holding
|