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 |
|---|---|---|---|---|---|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
270
shares
|
$12,733
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
210
shares
|
$9,903
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
209
shares
|
$9,856
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
203
shares
|
$9,573
0.01% of portfolio
|
Q2 2022
Reduced 98.43%
|
|
|
Optimum Investment Advisors
|
Jul 31, 2025 Q2 2025 |
200
shares
|
$9,432
0.0% of portfolio
|
Q1 2023
Added 72.41%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Jul 17, 2025 Q2 2025 |
200
shares
|
$9,432
0.0% of portfolio
|
Q2 2025
Added 1.01%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
200
shares
|
$9,432
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
181
shares
|
$8,535
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Aug 14, 2025 Q2 2025 |
175
shares
|
$8,253
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Hallmark Capital Management Inc
|
Aug 06, 2025 Q2 2025 |
163
shares
|
$7,687
0.0% of portfolio
|
Q1 2025
Reduced 90.05%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Aug 19, 2025 Q2 2025 |
157
shares
|
$7,404
0.0% of portfolio
|
Q1 2024
Reduced 46.78%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
150
shares
|
$7,073
0.0% of portfolio
|
Q3 2023
Reduced 7.41%
|
|
|
Tompkins Financial Corp
|
Jul 10, 2025 Q2 2025 |
150
shares
|
$7,073
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Founders Capital Management
|
Jul 18, 2025 Q2 2025 |
140
shares
|
$6,602
0.0% of portfolio
|
Q2 2025
Added 1455.56%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
131
shares
|
$6,177
0.0% of portfolio
|
Q2 2025
Reduced 86.14%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
125
shares
|
$5,895
0.0% of portfolio
|
Q2 2025
Added 0.81%
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
115
shares
|
$5,423
0.0% of portfolio
|
Q2 2024
Reduced 51.68%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Jul 23, 2025 Q2 2025 |
101
shares
|
$4,763
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
101
shares
|
$4,763
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Capital Investment Counsel, Inc
|
Aug 08, 2025 Q2 2025 |
100
shares
|
$4,716
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
100
shares
|
$4,716
0.0% of portfolio
|
Q3 2020
Reduced 99.62%
|
|
|
Bellwether Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
98
shares
|
$4,621
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
97
shares
|
$4,574
0.0% of portfolio
|
Q4 2024
Reduced 25.38%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
97
shares
|
$4,574
0.0% of portfolio
|
Q1 2025
Reduced 71.04%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
90
shares
|
$4,244
0.0% of portfolio
|
Q2 2024
Reduced 82.69%
|