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 |
|---|---|---|---|---|---|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
932
shares
|
$60,663
0.0% of portfolio
|
Q1 2025
Reduced 40.83%
|
|
|
Hallmark Capital Management Inc
|
May 07, 2025 Q1 2025 |
900
shares
|
$58,581
0.0% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
900
shares
|
$58,581
0.02% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
May 01, 2025 Q1 2025 |
900
shares
|
$58,581
0.03% of portfolio
|
Q3 2024
Reduced 21.26%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
859
shares
|
$55,912
0.0% of portfolio
|
Q1 2025
Reduced 7.44%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
800
shares
|
$52,072
0.07% of portfolio
|
Q2 2023
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
798
shares
|
$51,941
0.0% of portfolio
|
Q1 2024
Added 274.65%
|
|
|
Jackson Hole Capital Partners, LLC
|
May 06, 2025 Q1 2025 |
750
shares
|
$48,817
0.01% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Apr 29, 2025 Q1 2025 |
675
shares
|
$43,935
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Apr 16, 2025 Q1 2025 |
660
shares
|
$42,959
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Garde Capital, Inc.
Seattle, WA |
Apr 22, 2025 Q1 2025 |
657
shares
|
$42,764
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
645
shares
|
$41,983
0.0% of portfolio
|
Q4 2024
Reduced 92.8%
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
May 14, 2025 Q1 2025 |
630
shares
|
$41,006
0.03% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Trust CO Of Vermont
|
Apr 24, 2025 Q1 2025 |
609
shares
|
$39,639
0.0% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Piscataqua Savings Bank
|
Apr 11, 2025 Q1 2025 |
498
shares
|
$32,414
0.03% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
450
shares
|
$29,290
0.0% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Apr 28, 2025 Q1 2025 |
450
shares
|
$29,290
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
438
shares
|
$28,509
0.0% of portfolio
|
Q1 2025
Added 46.0%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
432
shares
|
$28,118
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
429
shares
|
$27,923
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
427
shares
|
$27,793
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
410
shares
|
$26,686
0.0% of portfolio
|
Q4 2024
Reduced 6.39%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
390
shares
|
$25,385
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
384
shares
|
$24,994
0.0% of portfolio
|
Q3 2024
Added 137.04%
|
|
|
Atala Financial Inc
Calabasas, CA |
Apr 23, 2025 Q1 2025 |
378
shares
|
$24,604
0.02% of portfolio
|
Q4 2024
New holding
|