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 |
|---|---|---|---|---|---|
|
V2 Financial Group LLC
Naperville, IL |
May 01, 2025 Q1 2025 |
3,300
shares
|
$214,797
0.15% of portfolio
|
Q4 2023
Reduced 66.67%
|
|
|
Essex Savings Bank
|
Apr 21, 2025 Q1 2025 |
3,300
shares
|
$214,797
0.06% of portfolio
|
Q2 2024
Added 200.0%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
3,287
shares
|
$213,950
0.0% of portfolio
|
Q1 2025
Added 7.52%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
3,286
shares
|
$213,885
0.01% of portfolio
|
Q1 2025
Reduced 61.34%
|
|
|
Gsa Capital Partners LLP
London, X0 |
May 08, 2025 Q1 2025 |
3,101
shares
|
$201,844
0.02% of portfolio
|
Q1 2025
Reduced 32.01%
|
|
|
Spc Financial, Inc.
|
May 08, 2025 Q1 2025 |
3,090
shares
|
$201,128
0.02% of portfolio
|
Q1 2025
Reduced 3.2%
|
|
|
Cookson Peirce & CO Inc
|
May 13, 2025 Q1 2025 |
3,034
shares
|
$197,483
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
3,028
shares
|
$197,092
0.0% of portfolio
|
Q1 2025
Reduced 25.51%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
May 09, 2025 Q1 2025 |
3,000
shares
|
$195,270
0.03% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Apr 24, 2025 Q1 2025 |
2,946
shares
|
$191,755
0.14% of portfolio
|
Q1 2025
Reduced 16.16%
|
|
|
Strive Asset Management, LLC
Dublin, OH |
May 15, 2025 Q1 2025 |
2,846
shares
|
$185,246
0.14% of portfolio
|
Q1 2025
Reduced 27.93%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
May 12, 2025 Q1 2025 |
2,700
shares
|
$175,743
0.02% of portfolio
|
Q2 2024
Added 74.42%
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Apr 22, 2025 Q1 2025 |
2,370
shares
|
$154,263
0.16% of portfolio
|
Q1 2025
Reduced 4.82%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
2,360
shares
|
$153,612
0.0% of portfolio
|
Q1 2025
Reduced 4.3%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
2,256
shares
|
$146,843
0.0% of portfolio
|
Q1 2024
Added 233.23%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Apr 22, 2025 Q1 2025 |
2,247
shares
|
$146,257
0.05% of portfolio
|
Q3 2024
Reduced 27.63%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
2,242
shares
|
$145,931
0.0% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
2,163
shares
|
$140,789
0.0% of portfolio
|
Q1 2025
Reduced 1.05%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
1,505
shares
|
$97,960
0.0% of portfolio
|
Q2 2023
Reduced 11.94%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
1,430
shares
|
$93,078
0.0% of portfolio
|
Q4 2024
Reduced 22.83%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Apr 14, 2025 Q1 2025 |
1,397
shares
|
$90,930
0.08% of portfolio
|
Q1 2025
Added 0.43%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
1,285
shares
|
$83,640
0.03% of portfolio
|
Q4 2021
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
1,281
shares
|
$83,380
0.0% of portfolio
|
Q1 2025
Added 20.28%
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
1,261
shares
|
$82,078
0.0% of portfolio
|
Q1 2025
Added 4.3%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
944
shares
|
$61,444
0.0% of portfolio
|
Q1 2025
Added 231.23%
|