Institutional Ownership Ishares Tr (IYE)
This table provides information about the institutional ownership of Ishares Tr (IYE). We have compiled data on the 342 institutions that hold shares in the stock, with a total of 15.4 Million shares, which have been reported (via 13F filing form) to have a value of $750 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Optimum Investment Advisors
|
Feb 11, 2025 Q4 2024 |
200
shares
|
$9,714
0.0% of portfolio
|
Q1 2023
Added 72.41%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Feb 21, 2025 Q4 2024 |
197
shares
|
$9,568
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Feb 21, 2025 Q4 2024 |
175
shares
|
$8,499
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Feb 13, 2025 Q4 2024 |
157
shares
|
$7,625
0.0% of portfolio
|
Q1 2024
Reduced 46.78%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
150
shares
|
$7,285
0.0% of portfolio
|
Q3 2023
Reduced 7.41%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
145
shares
|
$7,042
0.0% of portfolio
|
Q4 2024
Reduced 32.87%
|
|
|
Oakworth Capital, Inc.
|
Jan 27, 2025 Q4 2024 |
142
shares
|
$6,896
0.0% of portfolio
|
Q3 2020
Reduced 47.21%
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
139
shares
|
$6,751
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Iag Wealth Partners, LLC
|
Feb 10, 2025 Q4 2024 |
135
shares
|
$6,556
0.0% of portfolio
|
Q4 2024
Reduced 25.0%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
129
shares
|
$6,265
0.0% of portfolio
|
Q3 2024
Reduced 79.43%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
127
shares
|
$6,168
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
123
shares
|
$5,974
0.0% of portfolio
|
Q4 2024
Added 0.82%
|
|
|
South State Corp
|
Feb 10, 2025 Q4 2024 |
115
shares
|
$5,585
0.0% of portfolio
|
Q2 2024
Reduced 51.68%
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
108
shares
|
$5,245
0.0% of portfolio
|
Q2 2024
Reduced 39.33%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
101
shares
|
$4,905
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
100
shares
|
$4,857
0.0% of portfolio
|
Q3 2020
Reduced 99.62%
|
|
|
Capital Investment Counsel, Inc
|
Feb 03, 2025 Q4 2024 |
100
shares
|
$4,857
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Simplex Trading, LLC
|
Feb 11, 2025 Q4 2024 |
100
shares
|
$4,857
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bellwether Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
98
shares
|
$4,759
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
97
shares
|
$4,711
0.0% of portfolio
|
Q4 2024
Reduced 25.38%
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
95
shares
|
$4,614
0.0% of portfolio
|
Q2 2020
Reduced 44.12%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Feb 14, 2025 Q4 2024 |
90
shares
|
$4,371
0.0% of portfolio
|
Q2 2024
Reduced 82.69%
|
|
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
Feb 11, 2025 Q4 2024 |
87
shares
|
$4,225
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
85
shares
|
$4,128
0.0% of portfolio
|
Q4 2024
Reduced 64.44%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
83
shares
|
$4,031
0.0% of portfolio
|
Q3 2024
Reduced 68.32%
|