Institutional Ownership Ishares Tr (IYE)
This table provides information about the institutional ownership of Ishares Tr (IYE). We have compiled data on the 321 institutions that hold shares in the stock, with a total of 13.7 Million shares, which have been reported (via 13F filing form) to have a value of $668 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
93
shares
|
$4,538
0.0% of portfolio
|
Q3 2025
Reduced 29.01%
|
|
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
Oct 27, 2025 Q3 2025 |
89
shares
|
$4,343
0.0% of portfolio
|
Q3 2025
Added 1.14%
|
|
|
Westside Investment Management, Inc.
|
Nov 04, 2025 Q3 2025 |
80
shares
|
$3,904
0.0% of portfolio
|
Q3 2025
Reduced 10.11%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
75
shares
|
$3,660
0.0% of portfolio
|
Q2 2023
Added 1.35%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 10, 2025 Q3 2025 |
74
shares
|
$3,611
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Minot De Blois Advisors LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
72
shares
|
$3,513
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
60
shares
|
$2,928
0.0% of portfolio
|
Q3 2025
Reduced 24.05%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
56
shares
|
$2,732
0.0% of portfolio
|
Q2 2025
Reduced 62.67%
|
|
|
Nbt Bank N A
|
Oct 28, 2025 Q3 2025 |
48
shares
|
$2,342
0.0% of portfolio
|
Q3 2025
Reduced 95.02%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
Sep 25, 2025 Q2 2025 |
22
shares
|
$1,073
0.01% of portfolio
|
Q2 2025
Reduced 96.16%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
20
shares
|
$976
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
20
shares
|
$976
0.0% of portfolio
|
Q1 2025
Reduced 84.25%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
20
shares
|
$976
0.0% of portfolio
|
Q3 2024
Reduced 58.33%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
19
shares
|
$927
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Oct 08, 2025 Q3 2025 |
15
shares
|
$732
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
6
shares
|
$292
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
5
shares
|
$244
0.0% of portfolio
|
Q1 2025
Reduced 68.75%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Oct 14, 2025 Q3 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|