Institutional Ownership Ishares Tr (IYE)
This table provides information about the institutional ownership of Ishares Tr (IYE). We have compiled data on the 338 institutions that hold shares in the stock, with a total of 14.7 Million shares, which have been reported (via 13F filing form) to have a value of $671 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Matrix Private Capital Group LLC
New York, NY |
May 15, 2025 Q1 2025 |
1,890
shares
|
$85,976
0.06% of portfolio
|
Q1 2023
New holding
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
1,780
shares
|
$80,972
0.13% of portfolio
|
Q4 2023
Added 8.54%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,744
shares
|
$79,334
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Apr 30, 2025 Q1 2025 |
1,708
shares
|
$77,696
0.03% of portfolio
|
Q1 2025
Added 0.71%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
1,654
shares
|
$75,240
0.0% of portfolio
|
Q1 2025
Added 0.85%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
1,573
shares
|
$71,555
0.02% of portfolio
|
Q4 2022
Added 2.08%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
1,567
shares
|
$71,282
0.01% of portfolio
|
Q1 2025
Added 171.58%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
1,550
shares
|
$70,509
0.03% of portfolio
|
Q3 2024
Reduced 11.43%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
1,497
shares
|
$68,098
0.01% of portfolio
|
Q1 2023
Added 31.32%
|
|
|
Soa Wealth Advisors, Llc.
|
Apr 14, 2025 Q1 2025 |
1,466
shares
|
$66,688
0.01% of portfolio
|
Q1 2025
Added 0.69%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
May 14, 2025 Q1 2025 |
1,225
shares
|
$55,725
0.04% of portfolio
|
Q1 2025
Reduced 7.34%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
1,163
shares
|
$52,904
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
1,151
shares
|
$52,358
0.03% of portfolio
|
Q4 2023
Reduced 21.49%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,145
shares
|
$52,086
0.0% of portfolio
|
Q3 2021
Reduced 78.93%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Apr 29, 2025 Q1 2025 |
1,140
shares
|
$51,858
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
1,119
shares
|
$50,903
0.0% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
1,100
shares
|
$50,039
0.0% of portfolio
|
Q4 2022
Added 57.14%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
May 09, 2025 Q1 2025 |
1,050
shares
|
$47,764
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Paladin Advisory Group, LLC
|
Apr 15, 2025 Q1 2025 |
1,025
shares
|
$46,627
0.04% of portfolio
|
Q3 2023
Reduced 9.05%
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
1,002
shares
|
$45,580
0.0% of portfolio
|
Q1 2025
Reduced 11.09%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
1,000
shares
|
$45,490
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
958
shares
|
$43,579
0.0% of portfolio
|
Q3 2023
Reduced 5.79%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
945
shares
|
$42,988
0.01% of portfolio
|
Q1 2025
Added 632.56%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
927
shares
|
$42,169
0.04% of portfolio
|
Q4 2021
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
849
shares
|
$38,621
0.01% of portfolio
|
Q2 2024
New holding
|