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 |
|---|---|---|---|---|---|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
442
shares
|
$20,106
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
434
shares
|
$19,742
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
425
shares
|
$19,333
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Apr 14, 2025 Q1 2025 |
360
shares
|
$16,376
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
360
shares
|
$16,376
0.0% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
357
shares
|
$16,239
0.0% of portfolio
|
Q3 2024
Reduced 6.79%
|
|
|
Independence Bank Of Kentucky
|
Apr 11, 2025 Q1 2025 |
353
shares
|
$16,057
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
340
shares
|
$15,466
0.0% of portfolio
|
Q1 2024
Reduced 37.04%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Apr 23, 2025 Q1 2025 |
306
shares
|
$13,919
0.0% of portfolio
|
Q3 2023
Reduced 26.44%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Apr 24, 2025 Q1 2025 |
305
shares
|
$13,874
0.0% of portfolio
|
Q4 2024
Reduced 89.13%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
300
shares
|
$13,647
0.0% of portfolio
|
Q3 2019
New holding
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
294
shares
|
$13,374
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
New Republic Capital, LLC
Charlotte, NC |
May 07, 2025 Q1 2025 |
294
shares
|
$13,374
0.01% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
259
shares
|
$11,781
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
217
shares
|
$9,871
0.0% of portfolio
|
Q1 2025
Reduced 32.61%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
210
shares
|
$9,552
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
209
shares
|
$9,507
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
203
shares
|
$9,234
0.01% of portfolio
|
Q2 2022
Reduced 98.43%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
200
shares
|
$9,098
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Optimum Investment Advisors
|
Apr 30, 2025 Q1 2025 |
200
shares
|
$9,098
0.0% of portfolio
|
Q1 2023
Added 72.41%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Apr 28, 2025 Q1 2025 |
198
shares
|
$9,007
0.0% of portfolio
|
Q1 2025
Added 0.51%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
181
shares
|
$8,233
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
May 16, 2025 Q1 2025 |
175
shares
|
$7,960
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Hallmark Capital Management Inc
|
May 07, 2025 Q1 2025 |
163
shares
|
$7,414
0.0% of portfolio
|
Q1 2025
Reduced 90.05%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
157
shares
|
$7,141
0.0% of portfolio
|
Q1 2024
Reduced 46.78%
|