Institutional Ownership Ishares Tr (IYE)
This table provides information about the institutional ownership of Ishares Tr (IYE). We have compiled data on the 316 institutions that hold shares in the stock, with a total of 14.3 Million shares, which have been reported (via 13F filing form) to have a value of $721 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 25, 2024 Q3 2024 |
740
shares
|
$37,229
0.02% of portfolio
|
Q4 2023
Reduced 7.5%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
721
shares
|
$36,273
0.0% of portfolio
|
Q1 2024
Reduced 35.51%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
708
shares
|
$35,619
0.0% of portfolio
|
Q3 2024
Reduced 27.53%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
575
shares
|
$28,928
0.0% of portfolio
|
Q2 2024
Reduced 6.5%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
533
shares
|
$26,815
0.0% of portfolio
|
Q3 2024
Reduced 5.5%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Oct 16, 2024 Q3 2024 |
525
shares
|
$26,412
0.01% of portfolio
|
Q2 2024
Reduced 15.32%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
500
shares
|
$25,155
0.01% of portfolio
|
Q3 2024
Reduced 32.71%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
480
shares
|
$24,148
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Phillips Financial Management, LLC
|
Nov 07, 2024 Q3 2024 |
457
shares
|
$22,991
0.0% of portfolio
|
Q1 2023
Added 30.2%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 25, 2024 Q3 2024 |
456
shares
|
$22,941
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2024 Q3 2024 |
450
shares
|
$22,639
0.01% of portfolio
|
Q1 2023
Added 2150.0%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
447
shares
|
$22,488
0.0% of portfolio
|
Q3 2024
Reduced 2.4%
|
|
|
Tsfg, LLC
|
Oct 15, 2024 Q3 2024 |
357
shares
|
$17,960
0.0% of portfolio
|
Q3 2024
Reduced 6.79%
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2024 Q3 2024 |
353
shares
|
$17,759
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
340
shares
|
$17,105
0.0% of portfolio
|
Q1 2024
Reduced 37.04%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
335
shares
|
$16,853
0.0% of portfolio
|
Q2 2024
Reduced 60.96%
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
310
shares
|
$15,596
0.0% of portfolio
|
Q3 2024
Reduced 49.43%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Oct 22, 2024 Q3 2024 |
306
shares
|
$15,394
0.0% of portfolio
|
Q3 2023
Reduced 26.44%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
300
shares
|
$15,093
0.0% of portfolio
|
Q3 2019
New holding
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
295
shares
|
$14,841
0.0% of portfolio
|
Q3 2024
Added 84.38%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Nov 04, 2024 Q3 2024 |
294
shares
|
$14,791
0.01% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Oct 31, 2024 Q3 2024 |
248
shares
|
$12,476
0.03% of portfolio
|
Q3 2024
Added 14.29%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
242
shares
|
$12,175
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
239
shares
|
$12,024
0.0% of portfolio
|
Q3 2024
Added 181.18%
|
|
|
Davis Capital Management
Jacksonville, FL |
Oct 01, 2024 Q3 2024 |
230
shares
|
$11,571
0.01% of portfolio
|
Q1 2020
New holding
|