Institutional Ownership Ishares Tr (IYE)
This table provides information about the institutional ownership of Ishares Tr (IYE). We have compiled data on the 342 institutions that hold shares in the stock, with a total of 15.4 Million shares, which have been reported (via 13F filing form) to have a value of $750 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
2,428
shares
|
$117,927
0.0% of portfolio
|
Q4 2024
Added 1.97%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
2,424
shares
|
$117,733
0.0% of portfolio
|
Q4 2024
Added 41.42%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,409
shares
|
$117,005
0.0% of portfolio
|
Q2 2020
Added 9.51%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
2,195
shares
|
$106,611
0.0% of portfolio
|
Q4 2024
Added 4.62%
|
|
|
Headlands Technologies LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
2,188
shares
|
$106,271
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Feb 06, 2025 Q4 2024 |
2,170
shares
|
$105,396
0.05% of portfolio
|
Q4 2024
Reduced 6.67%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Feb 13, 2025 Q4 2024 |
2,115
shares
|
$102,725
0.03% of portfolio
|
Q1 2024
Added 2.97%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
1,890
shares
|
$91,797
0.05% of portfolio
|
Q1 2023
New holding
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
1,780
shares
|
$86,454
0.13% of portfolio
|
Q4 2023
Added 8.54%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,744
shares
|
$84,706
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Jan 29, 2025 Q4 2024 |
1,696
shares
|
$82,374
0.03% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
1,640
shares
|
$79,654
0.0% of portfolio
|
Q4 2024
Reduced 40.04%
|
|
|
Hallmark Capital Management Inc
|
Jan 31, 2025 Q4 2024 |
1,639
shares
|
$79,606
0.01% of portfolio
|
Q2 2023
Reduced 2.85%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
1,573
shares
|
$76,400
0.02% of portfolio
|
Q4 2022
Added 2.08%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
1,550
shares
|
$75,283
0.03% of portfolio
|
Q3 2024
Reduced 11.43%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
1,497
shares
|
$72,709
0.01% of portfolio
|
Q1 2023
Added 31.32%
|
|
|
Soa Wealth Advisors, Llc.
|
Feb 06, 2025 Q4 2024 |
1,456
shares
|
$70,717
0.01% of portfolio
|
Q4 2024
Added 0.69%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Feb 14, 2025 Q4 2024 |
1,322
shares
|
$64,209
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
1,301
shares
|
$63,189
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
1,270
shares
|
$61,683
0.0% of portfolio
|
Q4 2024
Reduced 95.83%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
1,188
shares
|
$57,701
0.0% of portfolio
|
Q4 2024
Added 32.0%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
1,151
shares
|
$55,904
0.03% of portfolio
|
Q4 2023
Reduced 21.49%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,145
shares
|
$55,612
0.0% of portfolio
|
Q3 2021
Reduced 78.93%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jan 29, 2025 Q4 2024 |
1,140
shares
|
$55,369
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Nbt Bank N A
|
Feb 07, 2025 Q4 2024 |
1,127
shares
|
$54,738
0.0% of portfolio
|
Q4 2024
Reduced 3.1%
|