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 |
|---|---|---|---|---|---|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
72,497
shares
|
$3.52 Million
0.0% of portfolio
|
Q3 2024
Reduced 11.7%
|
|
|
Km Capital Management Ltd.
Austin, TX |
Feb 04, 2025 Q4 2024 |
66,210
shares
|
$3.22 Million
1.56% of portfolio
|
Q4 2024
Added 71.05%
|
|
|
Prostatis Group LLC
Hanover, MD |
Aug 14, 2023 Q2 2023 |
64,260
shares
|
$3.12 Million
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
64,142
shares
|
$3.12 Million
0.0% of portfolio
|
Q2 2024
Reduced 3.8%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
57,608
shares
|
$2.8 Million
0.01% of portfolio
|
Q4 2024
Reduced 4.23%
|
|
|
Avidian Wealth Solutions, LLC
|
Jan 29, 2025 Q4 2024 |
56,228
shares
|
$2.73 Million
0.12% of portfolio
|
Q4 2024
Reduced 2.21%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
55,138
shares
|
$2.68 Million
0.0% of portfolio
|
Q4 2024
Added 22.41%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Feb 05, 2025 Q4 2024 |
54,471
shares
|
$2.65 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
54,134
shares
|
$2.63 Million
0.03% of portfolio
|
Q4 2024
Added 81.53%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
53,409
shares
|
$2.59 Million
0.0% of portfolio
|
Q4 2024
Reduced 68.43%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
51,491
shares
|
$2.5 Million
0.01% of portfolio
|
Q4 2024
Added 21.93%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
50,446
shares
|
$2.45 Million
0.02% of portfolio
|
Q4 2024
Reduced 5.62%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
50,281
shares
|
$2.44 Million
0.01% of portfolio
|
Q4 2024
Added 28.97%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
49,918
shares
|
$2.42 Million
0.05% of portfolio
|
Q4 2024
Added 1.67%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
49,745
shares
|
$2.42 Million
0.0% of portfolio
|
Q4 2024
Added 2.34%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
49,341
shares
|
$2.4 Million
0.0% of portfolio
|
Q4 2024
Reduced 14.91%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Feb 03, 2025 Q4 2024 |
48,274
shares
|
$2.34 Million
0.8% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
47,806
shares
|
$2.32 Million
0.01% of portfolio
|
Q3 2023
Reduced 41.65%
|
|
|
First Citizens Financial Corp
|
Jan 03, 2025 Q4 2024 |
47,466
shares
|
$2.31 Million
1.18% of portfolio
|
Q4 2024
Reduced 2.6%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
44,827
shares
|
$2.18 Million
0.0% of portfolio
|
Q4 2024
Added 9.77%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
44,772
shares
|
$2.17 Million
0.32% of portfolio
|
Q3 2022
Added 4.29%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
44,303
shares
|
$2.15 Million
0.13% of portfolio
|
Q4 2023
Added 189.73%
|
|
|
Synovus Financial Corp
Columbus, GA |
Feb 13, 2025 Q4 2024 |
43,745
shares
|
$2.12 Million
0.03% of portfolio
|
Q4 2024
Added 1.85%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Feb 13, 2025 Q4 2024 |
43,055
shares
|
$2.09 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
42,206
shares
|
$2.05 Million
0.0% of portfolio
|
Q4 2024
Added 127.64%
|