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 |
|---|---|---|---|---|---|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
848
shares
|
$38,575
0.0% of portfolio
|
Q4 2024
Added 17.61%
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
842
shares
|
$38,302
0.0% of portfolio
|
Q4 2023
Added 84100.0%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
840
shares
|
$38,211
0.0% of portfolio
|
Q1 2025
Added 0.6%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
829
shares
|
$37,711
0.0% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Financial Management Professionals, Inc.
|
Apr 10, 2025 Q1 2025 |
824
shares
|
$37,483
0.01% of portfolio
|
Q3 2024
Added 345.41%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
748
shares
|
$34,026
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
740
shares
|
$33,662
0.02% of portfolio
|
Q4 2023
Reduced 7.5%
|
|
|
Fwl Investment Management, LLC
|
May 15, 2025 Q1 2025 |
705
shares
|
$32,070
0.01% of portfolio
|
Q1 2025
Reduced 33.18%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
650
shares
|
$29,568
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
600
shares
|
$27,294
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
575
shares
|
$26,156
0.0% of portfolio
|
Q1 2025
Reduced 63.49%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
573
shares
|
$26,065
0.03% of portfolio
|
Q1 2025
Added 3.62%
|
|
|
Beacon Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
540
shares
|
$24,564
0.0% of portfolio
|
Q1 2025
Added 0.56%
|
|
|
Iron Horse Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
533
shares
|
$24,246
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Apr 29, 2025 Q1 2025 |
532
shares
|
$24,200
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
510
shares
|
$23,199
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
507
shares
|
$23,063
0.0% of portfolio
|
Q1 2025
Reduced 28.39%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
500
shares
|
$22,745
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
500
shares
|
$22,745
0.01% of portfolio
|
Q3 2024
Reduced 32.71%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
480
shares
|
$21,835
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
475
shares
|
$21,607
0.01% of portfolio
|
Q4 2024
Reduced 9.52%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
470
shares
|
$21,380
0.01% of portfolio
|
Q2 2025
Added 0.64%
|
|
|
Phillips Financial Management, LLC
|
Apr 30, 2025 Q1 2025 |
457
shares
|
$20,788
0.0% of portfolio
|
Q1 2023
Added 30.2%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
456
shares
|
$20,743
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
May 15, 2025 Q1 2025 |
450
shares
|
$20,470
0.01% of portfolio
|
Q1 2023
Added 2150.0%
|