Institutional Ownership Ishares Tr (IHE)
This table provides information about the institutional ownership of Ishares Tr (IHE). We have compiled data on the 150 institutions that hold shares in the stock, with a total of 5.35 Million shares, which have been reported (via 13F filing form) to have a value of $358 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
3,394
shares
|
$227,228
0.01% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Transcend Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
3,372
shares
|
$225,755
0.02% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
V2 Financial Group LLC
Naperville, IL |
Nov 05, 2024 Q3 2024 |
3,300
shares
|
$220,935
0.15% of portfolio
|
Q4 2023
Reduced 66.67%
|
|
|
Essex Savings Bank
|
Nov 01, 2024 Q3 2024 |
3,300
shares
|
$220,935
0.06% of portfolio
|
Q2 2024
Added 200.0%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
3,254
shares
|
$217,855
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
3,233
shares
|
$216,449
0.0% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Spc Financial, Inc.
|
Oct 16, 2024 Q3 2024 |
3,192
shares
|
$213,704
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
3,105
shares
|
$207,879
0.0% of portfolio
|
Q3 2024
Reduced 4.2%
|
|
|
Gsa Capital Partners LLP
London, X0 |
Nov 05, 2024 Q3 2024 |
3,046
shares
|
$203,929
0.02% of portfolio
|
Q3 2024
Reduced 28.68%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
3,017
shares
|
$201,988
0.0% of portfolio
|
Q3 2024
Reduced 21.29%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 05, 2024 Q3 2024 |
3,000
shares
|
$200,850
0.03% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
2,883
shares
|
$193,016
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Nov 05, 2024 Q3 2024 |
2,700
shares
|
$180,765
0.02% of portfolio
|
Q2 2024
Added 74.42%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
2,482
shares
|
$166,169
0.01% of portfolio
|
Q3 2024
Added 97.14%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
2,256
shares
|
$151,039
0.0% of portfolio
|
Q1 2024
Added 233.23%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 18, 2024 Q3 2024 |
2,247
shares
|
$150,436
0.05% of portfolio
|
Q3 2024
Reduced 27.63%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
2,241
shares
|
$150,034
0.0% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
2,220
shares
|
$148,629
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
2,004
shares
|
$134,167
0.0% of portfolio
|
Q3 2024
Added 1.06%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
1,853
shares
|
$124,058
0.0% of portfolio
|
Q3 2024
Added 9.39%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
1,505
shares
|
$100,759
0.0% of portfolio
|
Q2 2023
Reduced 11.94%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
1,387
shares
|
$92,859
0.08% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
1,285
shares
|
$86,030
0.03% of portfolio
|
Q4 2021
New holding
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
1,202
shares
|
$80,473
0.0% of portfolio
|
Q2 2024
Reduced 5.5%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
1,111
shares
|
$74,381
0.0% of portfolio
|
Q2 2024
Added 34.67%
|