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 |
|---|---|---|---|---|---|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
500
shares
|
$23,580
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Aug 12, 2025 Q2 2025 |
500
shares
|
$23,580
0.01% of portfolio
|
Q3 2024
Reduced 32.71%
|
|
|
Rmg Wealth Management LLC
Platteville, WI |
Jul 23, 2025 Q2 2025 |
500
shares
|
$23,580
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
480
shares
|
$22,636
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
475
shares
|
$22,401
0.01% of portfolio
|
Q4 2024
Reduced 9.52%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
470
shares
|
$22,165
0.01% of portfolio
|
Q2 2025
Added 0.64%
|
|
|
Phillips Financial Management, LLC
|
Jul 30, 2025 Q2 2025 |
457
shares
|
$21,552
0.0% of portfolio
|
Q1 2023
Added 30.2%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Aug 15, 2025 Q2 2025 |
450
shares
|
$21,222
0.01% of portfolio
|
Q1 2023
Added 2150.0%
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
434
shares
|
$20,467
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
431
shares
|
$20,325
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
425
shares
|
$20,043
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
360
shares
|
$16,977
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
360
shares
|
$16,977
0.0% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Tsfg, LLC
|
Aug 05, 2025 Q2 2025 |
357
shares
|
$16,836
0.0% of portfolio
|
Q3 2024
Reduced 6.79%
|
|
|
Independence Bank Of Kentucky
|
Jul 17, 2025 Q2 2025 |
353
shares
|
$16,647
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
340
shares
|
$16,034
0.0% of portfolio
|
Q1 2024
Reduced 37.04%
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
340
shares
|
$16,034
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
333
shares
|
$15,704
0.0% of portfolio
|
Q2 2025
Reduced 83.2%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
332
shares
|
$15,657
0.0% of portfolio
|
Q2 2025
Reduced 24.89%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
310
shares
|
$14,619
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
305
shares
|
$14,383
0.0% of portfolio
|
Q4 2024
Reduced 89.13%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
300
shares
|
$14,147
0.0% of portfolio
|
Q3 2019
New holding
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
294
shares
|
$13,865
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
294
shares
|
$13,865
0.0% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
279
shares
|
$13,157
0.0% of portfolio
|
Q2 2025
Added 28.57%
|