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 |
|---|---|---|---|---|---|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
6,329
shares
|
$411,954
0.0% of portfolio
|
Q1 2025
Reduced 54.54%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Apr 22, 2025 Q1 2025 |
5,574
shares
|
$362,811
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Investment Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
5,536
shares
|
$360,338
0.01% of portfolio
|
Q1 2025
Added 2.78%
|
|
|
Two Sigma Securities, LLC
New York, NY |
May 15, 2025 Q1 2025 |
5,511
shares
|
$358,710
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Apr 29, 2025 Q1 2025 |
5,372
shares
|
$349,663
0.01% of portfolio
|
Q4 2024
Reduced 9.55%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
5,264
shares
|
$342,633
0.0% of portfolio
|
Q1 2025
Added 2.71%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
5,084
shares
|
$330,917
0.0% of portfolio
|
Q1 2025
Added 1.17%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
May 14, 2025 Q1 2025 |
4,803
shares
|
$312,627
0.09% of portfolio
|
Q1 2025
Added 4.44%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
4,697
shares
|
$305,727
0.01% of portfolio
|
Q1 2025
Reduced 9.29%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
4,654
shares
|
$302,928
0.0% of portfolio
|
Q1 2025
Reduced 2.08%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
4,565
shares
|
$297,135
0.01% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
4,296
shares
|
$279,626
0.01% of portfolio
|
Q1 2025
Reduced 3.22%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
4,175
shares
|
$271,750
0.0% of portfolio
|
Q3 2024
Reduced 4.57%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
May 16, 2025 Q1 2025 |
4,140
shares
|
$269,472
0.01% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
3,997
shares
|
$260,164
0.0% of portfolio
|
Q1 2025
Reduced 23.58%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
3,986
shares
|
$259,448
0.0% of portfolio
|
Q1 2025
Reduced 0.62%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
3,910
shares
|
$254,501
0.0% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Matthew Goff Investment Advisor, LLC
|
Apr 21, 2025 Q1 2025 |
3,615
shares
|
$235,300
0.05% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Apr 23, 2025 Q1 2025 |
3,558
shares
|
$231,590
0.07% of portfolio
|
Q4 2024
Reduced 87.39%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
3,501
shares
|
$227,880
0.0% of portfolio
|
Q1 2025
Reduced 1.55%
|
|
|
Apexium Financial, LP
|
May 14, 2025 Q1 2025 |
3,477
shares
|
$226,317
0.02% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
3,433
shares
|
$223,453
0.0% of portfolio
|
Q4 2024
Added 19.08%
|
|
|
Aft, Forsyth & Company, Inc.
|
May 12, 2025 Q1 2025 |
3,430
shares
|
$223,258
0.13% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Private Capital Management, LLC
Naples, FL |
May 15, 2025 Q1 2025 |
3,425
shares
|
$222,933
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
3,327
shares
|
$216,554
0.01% of portfolio
|
Q4 2024
New holding
|