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 |
---|---|---|---|---|---|
Farther Finance Advisors, LLC
San Francisco, CA |
May 13, 2024 Q1 2024 |
1,365
shares
|
$30,398
0.0% of portfolio
|
Q3 2023
New holding
|
|
Cibc Private Wealth Group, LLC
|
May 10, 2024 Q1 2024 |
1,361
shares
|
$30,309
0.0% of portfolio
|
Q1 2024
New holding
|
|
Cedar Mountain Advisors, LLC
|
Apr 16, 2024 Q1 2024 |
1,110
shares
|
$24,719
0.01% of portfolio
|
Q3 2023
New holding
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 14, 2024 Q1 2024 |
1,074
shares
|
$23,917
0.01% of portfolio
|
Q1 2024
Added 0.19%
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
586
shares
|
$13,050
0.0% of portfolio
|
Q4 2021
Reduced 15.2%
|
|
Cwm, LLC
|
Apr 05, 2024 Q1 2024 |
500
shares
|
$11,135
0.0% of portfolio
|
Q3 2023
Reduced 47.92%
|
|
Creekmur Asset Management LLC
Morton, IL |
May 15, 2024 Q1 2024 |
406
shares
|
$9,041
0.0% of portfolio
|
Q1 2024
Reduced 90.69%
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 14, 2024 Q1 2024 |
308
shares
|
$6,859
0.0% of portfolio
|
Q1 2024
New holding
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
May 02, 2024 Q1 2024 |
204
shares
|
$4,543
0.0% of portfolio
|
Q1 2024
Added 0.49%
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
200
shares
|
$4,454
0.0% of portfolio
|
Q1 2024
New holding
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jun 28, 2024 Q1 2024 |
144
shares
|
$3,206
0.0% of portfolio
|
Q2 2022
Reduced 62.98%
|
|
Truvestments Capital LLC
Sarasota, FL |
May 14, 2024 Q1 2024 |
110
shares
|
$2,449
0.0% of portfolio
|
Q2 2022
New holding
|
|
Steward Partners Investment Advisory, LLC
|
May 15, 2024 Q1 2024 |
100
shares
|
$2,227
0.0% of portfolio
|
Q2 2023
Reduced 70.59%
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 16, 2024 Q4 2023 |
50
shares
|
$1,113
0.0% of portfolio
|
Q2 2022
Reduced 90.27%
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 05, 2024 Q1 2024 |
30
shares
|
$668
0.0% of portfolio
|
Q1 2024
New holding
|
|
Investors Research Corp
|
May 06, 2024 Q1 2024 |
28
shares
|
$623
0.0% of portfolio
|
Q4 2021
Reduced 53.33%
|
|
First Manhattan CO
New York, NY |
May 15, 2024 Q1 2024 |
4
shares
|
$89
0.0% of portfolio
|
Q2 2023
Reduced 98.33%
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Apr 30, 2024 Q1 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|