Institutional Ownership Ishares Tr (IYE)
This table provides information about the institutional ownership of Ishares Tr (IYE). We have compiled data on the 340 institutions that hold shares in the stock, with a total of 14.8 Million shares, which have been reported (via 13F filing form) to have a value of $657 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
2,113,976
shares
|
$94 Million
0.01% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
May 14, 2025 Q1 2025 |
1,486,973
shares
|
$66.1 Million
1.77% of portfolio
|
Q1 2025
Added 2.3%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
1,207,512
shares
|
$53.7 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.45%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
1,055,008
shares
|
$46.9 Million
0.01% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
828,879
shares
|
$36.9 Million
0.01% of portfolio
|
Q1 2025
Reduced 9.49%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
622,662
shares
|
$27.7 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.38%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
608,107
shares
|
$27 Million
0.01% of portfolio
|
Q1 2025
Reduced 5.35%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
398,078
shares
|
$17.7 Million
0.01% of portfolio
|
Q1 2025
Added 35.55%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
367,478
shares
|
$16.3 Million
0.0% of portfolio
|
Q1 2025
Added 4.93%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
326,827
shares
|
$14.5 Million
0.36% of portfolio
|
Q3 2022
Reduced 35.9%
|
|
|
Bright Rock Capital Management, LLC
|
Apr 16, 2025 Q1 2025 |
300,000
shares
|
$13.3 Million
3.26% of portfolio
|
Q4 2020
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
245,738
shares
|
$10.9 Million
0.04% of portfolio
|
Q1 2025
Added 2.39%
|
|
|
Crestwood Advisors Group LLC
|
May 05, 2025 Q1 2025 |
220,523
shares
|
$9.81 Million
0.21% of portfolio
|
Q1 2025
Reduced 2.32%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
203,048
shares
|
$9.03 Million
0.0% of portfolio
|
Q1 2025
Reduced 55.35%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
202,056
shares
|
$8.99 Million
0.0% of portfolio
|
Q1 2025
Reduced 9.77%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
193,696
shares
|
$8.61 Million
0.01% of portfolio
|
Q1 2025
Added 31.33%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
185,521
shares
|
$8.25 Million
0.02% of portfolio
|
Q1 2025
Added 8.27%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
168,037
shares
|
$7.47 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.38%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
159,222
shares
|
$7.08 Million
0.01% of portfolio
|
Q1 2025
Added 0.81%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
122,150
shares
|
$5.43 Million
0.01% of portfolio
|
Q4 2024
Reduced 14.08%
|
|
|
Amg National Trust Bank
|
May 05, 2025 Q1 2025 |
119,149
shares
|
$5.3 Million
0.16% of portfolio
|
Q1 2025
Reduced 15.47%
|
|
|
Summit Financial Consulting LLC
Sterling Heights, MI |
Apr 29, 2025 Q1 2025 |
112,711
shares
|
$5.01 Million
5.16% of portfolio
|
Q1 2025
New holding
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
111,394
shares
|
$4.95 Million
0.03% of portfolio
|
Q1 2025
Added 116.34%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
84,682
shares
|
$3.77 Million
0.27% of portfolio
|
Q1 2025
Added 11.39%
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
May 14, 2025 Q1 2025 |
81,283
shares
|
$3.61 Million
0.07% of portfolio
|
Q1 2025
Reduced 5.61%
|