Institutional Ownership Ishares Tr (IYE)
This table provides information about the institutional ownership of Ishares Tr (IYE). We have compiled data on the 321 institutions that hold shares in the stock, with a total of 13.7 Million shares, which have been reported (via 13F filing form) to have a value of $668 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
1,903,486
shares
|
$92.9 Million
0.01% of portfolio
|
Q3 2025
Reduced 4.87%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Nov 14, 2025 Q3 2025 |
1,446,813
shares
|
$70.6 Million
1.06% of portfolio
|
Q3 2025
Reduced 0.54%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
1,003,440
shares
|
$49 Million
0.0% of portfolio
|
Q3 2025
Reduced 13.96%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
950,575
shares
|
$46.4 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.78%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
632,296
shares
|
$30.9 Million
0.0% of portfolio
|
Q3 2025
Reduced 31.47%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
585,971
shares
|
$28.6 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.17%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
573,542
shares
|
$28 Million
0.01% of portfolio
|
Q3 2025
Reduced 3.14%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
376,191
shares
|
$18.4 Million
0.0% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
358,162
shares
|
$17.5 Million
0.0% of portfolio
|
Q2 2025
Added 4.16%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
326,827
shares
|
$15.9 Million
0.36% of portfolio
|
Q3 2022
Reduced 35.9%
|
|
|
Bright Rock Capital Management, LLC
|
Nov 04, 2025 Q3 2025 |
300,000
shares
|
$14.6 Million
2.95% of portfolio
|
Q4 2020
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
266,172
shares
|
$13 Million
0.04% of portfolio
|
Q3 2025
Added 2.16%
|
|
|
Banco Santander, S.A.
|
Nov 12, 2025 Q3 2025 |
194,521
shares
|
$9.49 Million
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
188,356
shares
|
$9.19 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.48%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
168,037
shares
|
$8.2 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.38%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
144,568
shares
|
$7.05 Million
0.01% of portfolio
|
Q3 2025
Reduced 3.59%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
139,257
shares
|
$6.8 Million
0.01% of portfolio
|
Q3 2025
Reduced 21.33%
|
|
|
Summit Financial Consulting LLC
Sterling Heights, MI |
Oct 14, 2025 Q3 2025 |
137,409
shares
|
$6.71 Million
5.21% of portfolio
|
Q3 2025
Added 5.77%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
124,080
shares
|
$6.06 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.65%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
114,263
shares
|
$5.58 Million
0.01% of portfolio
|
Q3 2025
Reduced 15.61%
|
|
|
Amg National Trust Bank
|
Nov 07, 2025 Q3 2025 |
106,830
shares
|
$5.21 Million
0.12% of portfolio
|
Q3 2025
Reduced 2.25%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
97,098
shares
|
$4.74 Million
0.02% of portfolio
|
Q3 2025
Reduced 14.25%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
85,377
shares
|
$4.17 Million
0.0% of portfolio
|
Q3 2025
Added 18.79%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
81,091
shares
|
$3.96 Million
0.21% of portfolio
|
Q3 2025
Reduced 16.79%
|
|
|
Zurich Insurance Group LTD
Zurich, V8 |
Nov 14, 2025 Q3 2025 |
79,500
shares
|
$3.88 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|