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 |
|---|---|---|---|---|---|
|
Live Oak Investment Partners
Austin, TX |
Nov 05, 2024 Q3 2024 |
227
shares
|
$11,420
0.01% of portfolio
|
Q3 2024
Added 180.25%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
216
shares
|
$10,866
0.0% of portfolio
|
Q3 2024
Reduced 67.81%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
208
shares
|
$10,464
0.0% of portfolio
|
Q3 2024
Reduced 24.64%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
203
shares
|
$10,212
0.01% of portfolio
|
Q2 2022
Reduced 98.43%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
200
shares
|
$10,062
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Optimum Investment Advisors
|
Oct 16, 2024 Q3 2024 |
200
shares
|
$10,062
0.0% of portfolio
|
Q1 2023
Added 72.41%
|
|
|
Iag Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
180
shares
|
$9,055
0.0% of portfolio
|
Q2 2022
Reduced 75.51%
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Nov 08, 2024 Q3 2024 |
175
shares
|
$8,804
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
175
shares
|
$8,804
0.0% of portfolio
|
Q2 2024
Added 0.57%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
157
shares
|
$7,898
0.0% of portfolio
|
Q1 2024
Reduced 46.78%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 15, 2024 Q3 2024 |
150
shares
|
$7,546
0.0% of portfolio
|
Q3 2023
Reduced 7.41%
|
|
|
Oakworth Capital, Inc.
|
Oct 21, 2024 Q3 2024 |
142
shares
|
$7,144
0.0% of portfolio
|
Q3 2020
Reduced 47.21%
|
|
|
Psi Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
139
shares
|
$6,993
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Nov 14, 2024 Q3 2024 |
130
shares
|
$6,540
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
129
shares
|
$6,489
0.0% of portfolio
|
Q3 2024
Reduced 79.43%
|
|
|
Versant Capital Management, Inc
|
Oct 07, 2024 Q3 2024 |
122
shares
|
$6,137
0.0% of portfolio
|
Q3 2024
Added 0.83%
|
|
|
South State Corp
|
Nov 08, 2024 Q3 2024 |
115
shares
|
$5,785
0.0% of portfolio
|
Q2 2024
Reduced 51.68%
|
|
|
Concord Wealth Partners
|
Oct 24, 2024 Q3 2024 |
108
shares
|
$5,433
0.0% of portfolio
|
Q2 2024
Reduced 39.33%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
101
shares
|
$5,081
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Bray Capital Advisors
|
Nov 01, 2024 Q3 2024 |
100
shares
|
$5,031
0.0% of portfolio
|
Q3 2020
Reduced 99.62%
|
|
|
Capital Investment Counsel, Inc
|
Oct 22, 2024 Q3 2024 |
100
shares
|
$5,031
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Westside Investment Management, Inc.
|
Nov 20, 2024 Q3 2024 |
95
shares
|
$4,779
0.0% of portfolio
|
Q2 2020
Reduced 44.12%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
90
shares
|
$4,527
0.0% of portfolio
|
Q2 2024
Reduced 82.69%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
83
shares
|
$4,175
0.0% of portfolio
|
Q3 2024
Reduced 68.32%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
75
shares
|
$3,773
0.0% of portfolio
|
Q2 2023
Added 1.35%
|