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 |
|---|---|---|---|---|---|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
150
shares
|
$6,823
0.0% of portfolio
|
Q1 2025
Reduced 54.13%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
150
shares
|
$6,823
0.0% of portfolio
|
Q3 2023
Reduced 7.41%
|
|
|
Tompkins Financial Corp
|
Jul 10, 2025 Q2 2025 |
150
shares
|
$6,823
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Oakworth Capital, Inc.
|
Apr 24, 2025 Q1 2025 |
142
shares
|
$6,459
0.0% of portfolio
|
Q3 2020
Reduced 47.21%
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
139
shares
|
$6,323
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
135
shares
|
$6,141
0.0% of portfolio
|
Q4 2024
Reduced 25.0%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
125
shares
|
$5,686
0.0% of portfolio
|
Q2 2025
Added 0.81%
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
115
shares
|
$5,231
0.0% of portfolio
|
Q2 2024
Reduced 51.68%
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
108
shares
|
$4,912
0.0% of portfolio
|
Q2 2024
Reduced 39.33%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
108
shares
|
$4,912
0.0% of portfolio
|
Q1 2025
Reduced 25.52%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
May 01, 2025 Q1 2025 |
101
shares
|
$4,594
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
101
shares
|
$4,594
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Capital Investment Counsel, Inc
|
Apr 28, 2025 Q1 2025 |
100
shares
|
$4,549
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
100
shares
|
$4,549
0.0% of portfolio
|
Q3 2020
Reduced 99.62%
|
|
|
Bellwether Advisors, LLC
|
May 07, 2025 Q1 2025 |
98
shares
|
$4,458
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
97
shares
|
$4,412
0.0% of portfolio
|
Q4 2024
Reduced 25.38%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
97
shares
|
$4,412
0.0% of portfolio
|
Q1 2025
Reduced 71.04%
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
95
shares
|
$4,321
0.0% of portfolio
|
Q2 2020
Reduced 44.12%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
90
shares
|
$4,094
0.0% of portfolio
|
Q2 2024
Reduced 82.69%
|
|
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
May 02, 2025 Q1 2025 |
88
shares
|
$4,003
0.0% of portfolio
|
Q1 2025
Added 1.15%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
75
shares
|
$3,411
0.0% of portfolio
|
Q2 2023
Added 1.35%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Apr 22, 2025 Q1 2025 |
74
shares
|
$3,366
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Minot De Blois Advisors LLC
Boston, MA |
May 14, 2025 Q1 2025 |
72
shares
|
$3,275
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
May 08, 2025 Q1 2025 |
67
shares
|
$3,047
0.01% of portfolio
|
Q1 2025
Reduced 86.57%
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
40
shares
|
$1,819
0.0% of portfolio
|
Q4 2024
New holding
|