Institutional Ownership Ishares Tr (IHE)
This table provides information about the institutional ownership of Ishares Tr (IHE). We have compiled data on the 173 institutions that hold shares in the stock, with a total of 4.85 Million shares, which have been reported (via 13F filing form) to have a value of $390 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Spinnaker Trust
|
Nov 05, 2025 Q3 2025 |
18,154
shares
|
$1.46 Million
0.07% of portfolio
|
Q3 2024
Added 11.21%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
17,700
shares
|
$1.42 Million
0.01% of portfolio
|
Q3 2025
Reduced 11.43%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
17,692
shares
|
$1.42 Million
0.0% of portfolio
|
Q3 2025
Added 164.61%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
17,447
shares
|
$1.4 Million
0.46% of portfolio
|
Q2 2022
Reduced 1.01%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 14, 2025 Q3 2025 |
16,994
shares
|
$1.36 Million
0.04% of portfolio
|
Q3 2025
Reduced 14.46%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
15,650
shares
|
$1.26 Million
0.0% of portfolio
|
Q3 2024
Reduced 50.18%
|
|
|
Massachusetts Wealth Management
North Andover, MA |
Jan 23, 2026 Q4 2025 |
15,230
shares
|
$1.22 Million
0.6% of portfolio
|
Q4 2025
Reduced 1.58%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
14,833
shares
|
$1.19 Million
0.0% of portfolio
|
Q3 2025
Reduced 65.15%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
13,513
shares
|
$1.08 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
13,079
shares
|
$1.05 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.07%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
Nov 14, 2025 Q3 2025 |
12,825
shares
|
$1.03 Million
0.15% of portfolio
|
Q3 2025
Added 0.92%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Nov 07, 2025 Q3 2025 |
12,225
shares
|
$981,423
0.03% of portfolio
|
Q3 2025
Reduced 3.55%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Jan 26, 2026 Q4 2025 |
12,000
shares
|
$963,360
0.17% of portfolio
|
Q4 2025
New holding
|
|
|
Institute For Wealth Management, Llc.
|
Jan 27, 2026 Q4 2025 |
11,273
shares
|
$904,996
0.1% of portfolio
|
Q4 2025
Added 6.7%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
10,661
shares
|
$855,865
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
9,562
shares
|
$767,637
0.0% of portfolio
|
Q3 2025
Reduced 3.36%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
9,278
shares
|
$744,837
0.0% of portfolio
|
Q3 2025
Reduced 34.04%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
8,864
shares
|
$711,601
0.0% of portfolio
|
Q3 2025
Reduced 2.64%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
8,491
shares
|
$681,657
0.0% of portfolio
|
Q3 2025
Reduced 11.55%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
8,311
shares
|
$667,207
0.0% of portfolio
|
Q3 2025
Added 115.03%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
8,159
shares
|
$655,004
0.02% of portfolio
|
Q3 2025
Reduced 54.96%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
7,969
shares
|
$639,751
0.0% of portfolio
|
Q3 2025
Reduced 7.69%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 23, 2026 Q4 2025 |
7,608
shares
|
$610,770
0.02% of portfolio
|
Q4 2025
Added 2.76%
|
|
|
Arkansas Financial Group, Inc.
|
Jan 28, 2026 Q4 2025 |
7,135
shares
|
$572,797
0.08% of portfolio
|
Q4 2025
Reduced 3.78%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
7,094
shares
|
$569,506
0.01% of portfolio
|
Q3 2025
Added 0.44%
|
|