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 |
|---|---|---|---|---|---|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
19,885
shares
|
$1.29 Million
0.02% of portfolio
|
Q1 2025
Reduced 2.93%
|
|
|
Spinnaker Trust
|
Apr 25, 2025 Q1 2025 |
18,154
shares
|
$1.18 Million
0.08% of portfolio
|
Q3 2024
Added 11.21%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
17,447
shares
|
$1.14 Million
0.46% of portfolio
|
Q2 2022
Reduced 1.01%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
15,650
shares
|
$1.02 Million
0.0% of portfolio
|
Q3 2024
Reduced 50.18%
|
|
|
Massachusetts Wealth Management
North Andover, MA |
Apr 16, 2025 Q1 2025 |
15,395
shares
|
$1 Million
0.74% of portfolio
|
Q1 2025
Added 6.47%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
14,388
shares
|
$936,514
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
13,377
shares
|
$870,708
0.0% of portfolio
|
Q1 2025
Reduced 2.02%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
May 07, 2025 Q1 2025 |
12,930
shares
|
$841,613
0.04% of portfolio
|
Q1 2025
Reduced 3.72%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
May 14, 2025 Q1 2025 |
12,708
shares
|
$827,163
0.17% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
12,584
shares
|
$819,092
0.0% of portfolio
|
Q1 2025
Reduced 93.33%
|
|
|
Quadrature Capital LTD
London, X0 |
May 13, 2025 Q1 2025 |
11,838
shares
|
$770,535
0.02% of portfolio
|
Q1 2025
Added 90.11%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
11,715
shares
|
$762,529
0.0% of portfolio
|
Q1 2025
Reduced 1.12%
|
|
|
Institute For Wealth Management, Llc.
|
Apr 21, 2025 Q1 2025 |
11,283
shares
|
$734,410
0.1% of portfolio
|
Q1 2025
Added 2.65%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
10,109
shares
|
$657,994
0.0% of portfolio
|
Q1 2025
Added 5.8%
|
|
|
Family Firm, Inc.
|
May 01, 2025 Q1 2025 |
9,691
shares
|
$630,787
0.15% of portfolio
|
Q1 2025
Reduced 3.61%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
8,852
shares
|
$576,176
0.0% of portfolio
|
Q1 2025
Reduced 21.29%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
8,395
shares
|
$546,430
0.0% of portfolio
|
Q1 2025
Reduced 22.44%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
8,265
shares
|
$537,968
0.0% of portfolio
|
Q4 2024
Added 175.9%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
7,762
shares
|
$505,228
0.0% of portfolio
|
Q1 2025
Reduced 39.95%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
7,251
shares
|
$471,967
0.0% of portfolio
|
Q1 2025
Added 8.24%
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
7,208
shares
|
$469,168
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
7,030
shares
|
$457,582
0.01% of portfolio
|
Q1 2025
Added 40.57%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
6,786
shares
|
$441,700
0.01% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Arkansas Financial Group, Inc.
|
Apr 16, 2025 Q1 2025 |
6,713
shares
|
$436,949
0.08% of portfolio
|
Q1 2025
Reduced 3.03%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Apr 01, 2025 Q1 2025 |
6,396
shares
|
$416,315
0.04% of portfolio
|
Q1 2024
Reduced 18.82%
|