Institutional Ownership Ishares Tr (IYE)
This table provides information about the institutional ownership of Ishares Tr (IYE). We have compiled data on the 317 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 $695 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
97,453
shares
|
$4.6 Million
0.29% of portfolio
|
Q2 2025
Added 15.08%
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
Aug 13, 2025 Q2 2025 |
82,709
shares
|
$3.9 Million
0.06% of portfolio
|
Q2 2025
Added 1.75%
|
|
|
Zurich Insurance Group LTD
Zurich, V8 |
Aug 14, 2025 Q2 2025 |
79,500
shares
|
$3.75 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
72,497
shares
|
$3.42 Million
0.0% of portfolio
|
Q3 2024
Reduced 11.7%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
71,874
shares
|
$3.39 Million
0.0% of portfolio
|
Q2 2025
Added 18.28%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
68,249
shares
|
$3.22 Million
0.0% of portfolio
|
Q2 2025
Added 242.25%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
66,649
shares
|
$3.14 Million
0.0% of portfolio
|
Q2 2025
Added 137.19%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
65,853
shares
|
$3.11 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.86%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
64,142
shares
|
$3.02 Million
0.0% of portfolio
|
Q2 2024
Reduced 3.8%
|
|
|
Forte Asset Management LLC
|
Jul 31, 2025 Q2 2025 |
62,485
shares
|
$2.95 Million
1.47% of portfolio
|
Q2 2025
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
60,835
shares
|
$2.87 Million
0.0% of portfolio
|
Q2 2025
Reduced 13.74%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
59,987
shares
|
$2.83 Million
0.05% of portfolio
|
Q2 2025
Added 2.84%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
53,984
shares
|
$2.55 Million
0.05% of portfolio
|
Q2 2025
Added 249.84%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
53,781
shares
|
$2.54 Million
0.01% of portfolio
|
Q2 2025
Added 12.51%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
47,806
shares
|
$2.25 Million
0.01% of portfolio
|
Q3 2023
Reduced 41.65%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
47,192
shares
|
$2.23 Million
0.0% of portfolio
|
Q2 2025
Reduced 13.81%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
46,445
shares
|
$2.19 Million
0.0% of portfolio
|
Q2 2025
Reduced 9.7%
|
|
|
Avidian Wealth Solutions, LLC
|
Jul 30, 2025 Q2 2025 |
45,547
shares
|
$2.15 Million
0.09% of portfolio
|
Q2 2025
Reduced 17.88%
|
|
|
Wealthstar Advisors, LLC
Plano, TX |
Jul 24, 2025 Q2 2025 |
44,819
shares
|
$2.11 Million
0.81% of portfolio
|
Q2 2025
Added 6.98%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
44,772
shares
|
$2.11 Million
0.32% of portfolio
|
Q3 2022
Added 4.29%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
44,381
shares
|
$2.09 Million
0.0% of portfolio
|
Q2 2025
Added 7.27%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
44,303
shares
|
$2.09 Million
0.13% of portfolio
|
Q4 2023
Added 189.73%
|
|
|
Synovus Financial Corp
Columbus, GA |
Aug 14, 2025 Q2 2025 |
44,061
shares
|
$2.08 Million
0.02% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
41,812
shares
|
$1.97 Million
0.01% of portfolio
|
Q4 2024
Added 19.35%
|
|
|
Biondo Investment Advisors, LLC
Milford, PA |
Aug 08, 2025 Q2 2025 |
40,455
shares
|
$1.91 Million
0.24% of portfolio
|
Q2 2025
Added 6.94%
|