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 |
|---|---|---|---|---|---|
|
Soa Wealth Advisors, Llc.
|
Apr 14, 2025 Q1 2025 |
84
shares
|
$5,467
0.0% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Yankcom Partnership
Yankton, SD |
Apr 29, 2025 Q1 2025 |
81
shares
|
$5,272
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
67
shares
|
$4,361
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Apr 23, 2025 Q1 2025 |
56
shares
|
$3,645
0.0% of portfolio
|
Q1 2025
Added 1.82%
|
|
|
First Command Advisory Services, Inc.
|
May 02, 2025 Q1 2025 |
54
shares
|
$3,514
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
50
shares
|
$3,254
0.0% of portfolio
|
Q4 2019
Reduced 36.0%
|
|
|
Cx Institutional
|
Apr 15, 2025 Q1 2025 |
42
shares
|
$2,733
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
30
shares
|
$1,952
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
13
shares
|
$846
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
12
shares
|
$781
0.0% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
11
shares
|
$715
0.0% of portfolio
|
Q4 2024
Reduced 52.17%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
1
shares
|
$65
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Apr 29, 2025 Q1 2025 |
1
shares
|
$65
0.0% of portfolio
|
Q3 2024
Reduced 100.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|