Institutional Ownership Ishares Tr (IHE)
This table provides information about the institutional ownership of Ishares Tr (IHE). We have compiled data on the 161 institutions that hold shares in the stock, with a total of 4.69 Million shares, which have been reported (via 13F filing form) to have a value of $377 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
V2 Financial Group LLC
Naperville, IL |
Oct 15, 2025 Q3 2025 |
3,300
shares
|
$264,924
0.14% of portfolio
|
Q4 2023
Reduced 66.67%
|
|
|
Essex Savings Bank
|
Nov 04, 2025 Q3 2025 |
3,300
shares
|
$264,924
0.05% of portfolio
|
Q2 2024
Added 200.0%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
3,100
shares
|
$248,868
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Spc Financial, Inc.
|
Nov 05, 2025 Q3 2025 |
3,090
shares
|
$248,065
0.02% of portfolio
|
Q1 2025
Reduced 3.2%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 14, 2025 Q3 2025 |
3,000
shares
|
$240,840
0.03% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Hudock, Inc.
|
Oct 24, 2025 Q3 2025 |
2,920
shares
|
$234,417
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
2,877
shares
|
$230,965
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
2,855
shares
|
$229,199
0.01% of portfolio
|
Q3 2025
Reduced 29.59%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Nov 10, 2025 Q3 2025 |
2,700
shares
|
$216,756
0.01% of portfolio
|
Q2 2024
Added 74.42%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 10, 2025 Q3 2025 |
2,376
shares
|
$190,745
0.04% of portfolio
|
Q2 2025
Added 5.74%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
2,372
shares
|
$190,424
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
2,082
shares
|
$167,142
0.0% of portfolio
|
Q3 2025
Reduced 1.89%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
1,986
shares
|
$159,436
0.0% of portfolio
|
Q3 2025
Added 4.58%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
1,505
shares
|
$120,821
0.0% of portfolio
|
Q2 2023
Reduced 11.94%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
1,430
shares
|
$114,800
0.0% of portfolio
|
Q3 2025
Reduced 7.02%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 30, 2025 Q3 2025 |
1,410
shares
|
$113,194
0.07% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
1,285
shares
|
$103,159
0.03% of portfolio
|
Q4 2021
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
1,220
shares
|
$97,941
0.01% of portfolio
|
Q3 2025
Reduced 52.6%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
1,212
shares
|
$97,299
0.0% of portfolio
|
Q2 2025
Reduced 43.97%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
1,167
shares
|
$93,686
0.0% of portfolio
|
Q2 2025
Reduced 7.45%
|
|
|
Hallmark Capital Management Inc
|
Nov 03, 2025 Q3 2025 |
900
shares
|
$72,252
0.0% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
900
shares
|
$72,252
0.02% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 23, 2025 Q3 2025 |
900
shares
|
$72,252
0.02% of portfolio
|
Q3 2024
Reduced 21.26%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
846
shares
|
$67,916
0.0% of portfolio
|
Q3 2025
Added 116.92%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
840
shares
|
$67,435
0.0% of portfolio
|
Q3 2025
Reduced 77.31%
|
|