Institutional Ownership Ishares Tr (IYE)
This table provides information about the institutional ownership of Ishares Tr (IYE). We have compiled data on the 314 institutions that hold shares in the stock, with a total of 14.3 Million shares, which have been reported (via 13F filing form) to have a value of $735 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
1,973,460
shares
|
$101 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.75%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Nov 13, 2024 Q3 2024 |
1,421,832
shares
|
$73 Million
1.35% of portfolio
|
Q3 2024
Reduced 4.13%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
1,381,859
shares
|
$71 Million
0.01% of portfolio
|
Q3 2024
Reduced 5.33%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
1,018,236
shares
|
$52.3 Million
0.01% of portfolio
|
Q3 2024
Added 2.91%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
625,053
shares
|
$32.1 Million
0.0% of portfolio
|
Q3 2024
Added 7.25%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
609,820
shares
|
$31.3 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.56%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
471,572
shares
|
$24.2 Million
0.0% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
418,965
shares
|
$21.5 Million
0.01% of portfolio
|
Q3 2024
Reduced 29.38%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
326,827
shares
|
$16.8 Million
0.36% of portfolio
|
Q3 2022
Reduced 35.9%
|
|
|
Bright Rock Capital Management, LLC
|
Oct 03, 2024 Q3 2024 |
300,000
shares
|
$15.4 Million
2.85% of portfolio
|
Q4 2020
New holding
|
|
|
Ferguson Wellman Capital Management, Inc
|
Nov 06, 2024 Q3 2024 |
292,319
shares
|
$15 Million
0.27% of portfolio
|
Q3 2024
Added 10.29%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
273,453
shares
|
$14 Million
0.0% of portfolio
|
Q3 2024
Added 5.83%
|
|
|
Crestwood Advisors Group LLC
|
Oct 30, 2024 Q3 2024 |
234,637
shares
|
$12.1 Million
0.21% of portfolio
|
Q3 2024
Reduced 3.13%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
198,921
shares
|
$10.2 Million
0.0% of portfolio
|
Q3 2024
Added 0.94%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
169,167
shares
|
$8.69 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.31%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
168,037
shares
|
$8.63 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.38%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
167,231
shares
|
$8.59 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.85%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
159,964
shares
|
$8.22 Million
0.01% of portfolio
|
Q3 2024
Added 1.5%
|
|
|
Amg National Trust Bank
|
Nov 07, 2024 Q3 2024 |
146,733
shares
|
$7.54 Million
0.18% of portfolio
|
Q3 2024
Added 2.76%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
141,950
shares
|
$7.29 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.9%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
140,508
shares
|
$7.22 Million
0.02% of portfolio
|
Q3 2024
Reduced 8.5%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
99,260
shares
|
$5.1 Million
0.01% of portfolio
|
Q3 2024
Added 4084.65%
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
Nov 08, 2024 Q3 2024 |
93,443
shares
|
$4.8 Million
0.11% of portfolio
|
Q3 2024
Reduced 12.38%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
74,627
shares
|
$3.83 Million
0.01% of portfolio
|
Q3 2024
Reduced 8.3%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
72,497
shares
|
$3.72 Million
0.0% of portfolio
|
Q3 2024
Reduced 11.7%
|