Institutional Ownership Ishares Tr (IYE)
This table provides information about the institutional ownership of Ishares Tr (IYE). We have compiled data on the 317 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 $695 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,145
shares
|
$53,998
0.0% of portfolio
|
Q3 2021
Reduced 78.93%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
1,140
shares
|
$53,762
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
1,100
shares
|
$51,875
0.0% of portfolio
|
Q4 2022
Added 57.14%
|
|
|
Headlands Technologies LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
1,084
shares
|
$51,121
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
1,050
shares
|
$49,518
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Paladin Advisory Group, LLC
|
Aug 06, 2025 Q2 2025 |
1,025
shares
|
$48,339
0.04% of portfolio
|
Q3 2023
Reduced 9.05%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
1,017
shares
|
$47,961
0.0% of portfolio
|
Q2 2025
Added 19.93%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
1,000
shares
|
$47,160
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
1,000
shares
|
$47,160
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
963
shares
|
$45,415
0.0% of portfolio
|
Q2 2025
Reduced 3.89%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
958
shares
|
$45,179
0.0% of portfolio
|
Q3 2023
Reduced 5.79%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
948
shares
|
$44,707
0.0% of portfolio
|
Q2 2025
Reduced 57.75%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
927
shares
|
$43,717
0.04% of portfolio
|
Q4 2021
New holding
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
919
shares
|
$43,340
0.0% of portfolio
|
Q2 2025
Added 9.14%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
876
shares
|
$41,312
0.0% of portfolio
|
Q2 2025
Added 92.11%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 11, 2025 Q2 2025 |
849
shares
|
$40,038
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
845
shares
|
$39,850
0.0% of portfolio
|
Q2 2025
Added 0.6%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
829
shares
|
$39,095
0.0% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
824
shares
|
$38,859
0.0% of portfolio
|
Q3 2024
Added 345.41%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
753
shares
|
$35,511
0.02% of portfolio
|
Q2 2025
Added 0.67%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
740
shares
|
$34,898
0.02% of portfolio
|
Q4 2023
Reduced 7.5%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
650
shares
|
$30,653
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
573
shares
|
$27,022
0.03% of portfolio
|
Q1 2025
Added 3.62%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
543
shares
|
$25,607
0.0% of portfolio
|
Q2 2025
Added 0.56%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
507
shares
|
$23,910
0.0% of portfolio
|
Q1 2025
Reduced 28.39%
|