Institutional Ownership Ishares Tr (IHE)
This table provides information about the institutional ownership of Ishares Tr (IHE). We have compiled data on the 165 institutions that hold shares in the stock, with a total of 5.04 Million shares, which have been reported (via 13F filing form) to have a value of $328 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
May 14, 2025 Q1 2025 |
3,142,949
shares
|
$205 Million
0.1% of portfolio
|
Q1 2025
Reduced 2.6%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
211,984
shares
|
$13.8 Million
0.0% of portfolio
|
Q1 2025
Reduced 44.31%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
140,830
shares
|
$9.17 Million
0.0% of portfolio
|
Q1 2025
Reduced 14.24%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
119,866
shares
|
$7.8 Million
0.0% of portfolio
|
Q1 2025
Added 47.64%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
104,815
shares
|
$6.82 Million
0.0% of portfolio
|
Q1 2025
Added 4.81%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
101,984
shares
|
$6.64 Million
0.0% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
91,067
shares
|
$5.93 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.98%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
65,025
shares
|
$4.23 Million
0.0% of portfolio
|
Q1 2025
Added 8.59%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
61,609
shares
|
$4.01 Million
0.0% of portfolio
|
Q1 2025
Reduced 9.47%
|
|
|
Concord Investment Counsel Inc.
Irvine, CA |
May 06, 2024 Q1 2024 |
57,145
shares
|
$3.72 Million
1.4% of portfolio
|
Q1 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
48,083
shares
|
$3.13 Million
0.0% of portfolio
|
Q1 2025
Added 941.21%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
47,257
shares
|
$3.08 Million
0.0% of portfolio
|
Q3 2024
Reduced 6.18%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
36,844
shares
|
$2.4 Million
0.0% of portfolio
|
Q1 2025
Reduced 8.46%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
36,666
shares
|
$2.39 Million
0.0% of portfolio
|
Q1 2025
Added 2.7%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
35,935
shares
|
$2.34 Million
0.01% of portfolio
|
Q1 2025
Added 5.95%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
May 12, 2025 Q1 2025 |
34,094
shares
|
$2.22 Million
0.04% of portfolio
|
Q1 2025
Reduced 9.23%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
31,191
shares
|
$2.03 Million
0.03% of portfolio
|
Q3 2024
Reduced 35.72%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
29,712
shares
|
$1.93 Million
0.0% of portfolio
|
Q1 2025
Added 117.69%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
27,282
shares
|
$1.78 Million
0.0% of portfolio
|
Q1 2025
Added 0.48%
|
|
|
Clearbridge Investments, LLC
New York, NY |
May 13, 2025 Q1 2025 |
26,868
shares
|
$1.75 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Patten & Patten Inc
|
May 07, 2025 Q1 2025 |
26,653
shares
|
$1.73 Million
0.13% of portfolio
|
Q1 2025
Reduced 1.35%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
May 13, 2025 Q1 2025 |
22,943
shares
|
$1.49 Million
0.06% of portfolio
|
Q1 2025
Reduced 22.3%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
22,400
shares
|
$1.46 Million
0.0% of portfolio
|
Q1 2025
Added 19.73%
|
|
|
Canal Capital Management, LLC
|
Feb 14, 2025 Q4 2024 |
20,504
shares
|
$1.33 Million
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
May 14, 2025 Q1 2025 |
20,187
shares
|
$1.31 Million
0.2% of portfolio
|
Q1 2025
Added 0.16%
|