Institutional Ownership Ishares Tr (IYE)
This table provides information about the institutional ownership of Ishares Tr (IYE). We have compiled data on the 334 institutions that hold shares in the stock, with a total of 15.2 Million shares, which have been reported (via 13F filing form) to have a value of $722 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Oakworth Capital, Inc.
|
Jan 27, 2025 Q4 2024 |
142
shares
|
$6,763
0.0% of portfolio
|
Q3 2020
Reduced 47.21%
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
139
shares
|
$6,620
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Iag Wealth Partners, LLC
|
Feb 10, 2025 Q4 2024 |
135
shares
|
$6,430
0.0% of portfolio
|
Q4 2024
Reduced 25.0%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
129
shares
|
$6,144
0.0% of portfolio
|
Q3 2024
Reduced 79.43%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
127
shares
|
$6,049
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
123
shares
|
$5,858
0.0% of portfolio
|
Q4 2024
Added 0.82%
|
|
|
South State Corp
|
Feb 10, 2025 Q4 2024 |
115
shares
|
$5,477
0.0% of portfolio
|
Q2 2024
Reduced 51.68%
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
108
shares
|
$5,144
0.0% of portfolio
|
Q2 2024
Reduced 39.33%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
101
shares
|
$4,810
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Capital Investment Counsel, Inc
|
Feb 03, 2025 Q4 2024 |
100
shares
|
$4,763
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
100
shares
|
$4,763
0.0% of portfolio
|
Q3 2020
Reduced 99.62%
|
|
|
Simplex Trading, LLC
|
Feb 11, 2025 Q4 2024 |
100
shares
|
$4,763
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bellwether Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
98
shares
|
$4,667
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
97
shares
|
$4,620
0.0% of portfolio
|
Q4 2024
Reduced 25.38%
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
95
shares
|
$4,524
0.0% of portfolio
|
Q2 2020
Reduced 44.12%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
90
shares
|
$4,286
0.0% of portfolio
|
Q2 2024
Reduced 82.69%
|
|
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
Feb 11, 2025 Q4 2024 |
87
shares
|
$4,143
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
85
shares
|
$4,048
0.0% of portfolio
|
Q4 2024
Reduced 64.44%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
83
shares
|
$3,953
0.0% of portfolio
|
Q3 2024
Reduced 68.32%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
75
shares
|
$3,572
0.0% of portfolio
|
Q2 2023
Added 1.35%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jan 24, 2025 Q4 2024 |
74
shares
|
$3,524
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Minot De Blois Advisors LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
72
shares
|
$3,429
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jan 23, 2025 Q4 2024 |
60
shares
|
$2,857
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
47
shares
|
$2,238
0.0% of portfolio
|
Q4 2024
Added 147.37%
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
40
shares
|
$1,905
0.0% of portfolio
|
Q4 2024
New holding
|