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 |
|---|---|---|---|---|---|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
327
shares
|
$21,284
0.0% of portfolio
|
Q1 2025
Added 34.02%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
301
shares
|
$19,592
0.0% of portfolio
|
Q3 2024
Reduced 11.47%
|
|
|
Duncker Streett & CO Inc
|
Apr 22, 2025 Q1 2025 |
300
shares
|
$19,527
0.0% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
291
shares
|
$18,941
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
261
shares
|
$16,988
0.0% of portfolio
|
Q1 2025
Added 0.77%
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
225
shares
|
$14,645
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
214
shares
|
$13,929
0.0% of portfolio
|
Q1 2025
Reduced 42.16%
|
|
|
Oak Harbor Wealth Partners, LLC
|
May 12, 2025 Q1 2025 |
210
shares
|
$13,668
0.0% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
206
shares
|
$13,408
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
204
shares
|
$13,278
0.0% of portfolio
|
Q1 2025
Reduced 46.6%
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
198
shares
|
$12,887
0.0% of portfolio
|
Q3 2024
Reduced 69.44%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
May 14, 2025 Q1 2025 |
189
shares
|
$12,302
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Fwl Investment Management, LLC
|
May 15, 2025 Q1 2025 |
180
shares
|
$11,716
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
150
shares
|
$9,763
0.0% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Farmers & Merchants Investments Inc
|
Apr 16, 2025 Q1 2025 |
150
shares
|
$9,763
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
May 15, 2025 Q1 2025 |
150
shares
|
$9,763
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Running Point Capital Advisors, LLC
|
May 15, 2025 Q1 2025 |
135
shares
|
$8,787
0.0% of portfolio
|
Q1 2024
Added 800.0%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
May 13, 2025 Q1 2025 |
105
shares
|
$6,834
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
93
shares
|
$6,053
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Apr 24, 2025 Q1 2025 |
90
shares
|
$5,858
0.0% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
May 15, 2025 Q1 2025 |
87
shares
|
$5,662
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
87
shares
|
$5,662
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
86
shares
|
$5,597
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
86
shares
|
$5,597
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
86
shares
|
$5,597
0.0% of portfolio
|
Q3 2024
Reduced 99.95%
|