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 |
|---|---|---|---|---|---|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
79,151
shares
|
$3.86 Million
0.0% of portfolio
|
Q3 2025
Reduced 61.02%
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
Nov 12, 2025 Q3 2025 |
78,414
shares
|
$3.83 Million
0.07% of portfolio
|
Q3 2025
Reduced 5.19%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
74,593
shares
|
$3.64 Million
0.0% of portfolio
|
Q3 2025
Added 11.92%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
72,497
shares
|
$3.54 Million
0.0% of portfolio
|
Q3 2024
Reduced 11.7%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
64,142
shares
|
$3.13 Million
0.0% of portfolio
|
Q2 2024
Reduced 3.8%
|
|
|
Forte Asset Management LLC
|
Oct 30, 2025 Q3 2025 |
62,503
shares
|
$3.05 Million
1.46% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Empowered Funds, LLC
|
Nov 13, 2025 Q3 2025 |
58,672
shares
|
$2.86 Million
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
56,072
shares
|
$2.74 Million
0.05% of portfolio
|
Q3 2025
Added 3.87%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
55,055
shares
|
$2.69 Million
0.0% of portfolio
|
Q3 2025
Reduced 19.33%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
51,657
shares
|
$2.52 Million
0.0% of portfolio
|
Q3 2025
Added 9.46%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
47,806
shares
|
$2.33 Million
0.01% of portfolio
|
Q3 2023
Reduced 41.65%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
46,154
shares
|
$2.25 Million
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
45,941
shares
|
$2.24 Million
0.0% of portfolio
|
Q3 2025
Reduced 24.48%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
45,332
shares
|
$2.21 Million
0.0% of portfolio
|
Q3 2025
Added 2.14%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2025 Q3 2025 |
45,265
shares
|
$2.21 Million
0.09% of portfolio
|
Q3 2025
Reduced 0.62%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
44,795
shares
|
$2.19 Million
0.0% of portfolio
|
Q3 2025
Reduced 3.55%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
44,772
shares
|
$2.18 Million
0.32% of portfolio
|
Q3 2022
Added 4.29%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
44,535
shares
|
$2.17 Million
0.01% of portfolio
|
Q3 2025
Reduced 17.19%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 07, 2025 Q3 2025 |
44,465
shares
|
$2.17 Million
0.02% of portfolio
|
Q3 2025
Added 0.92%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
44,303
shares
|
$2.16 Million
0.13% of portfolio
|
Q4 2023
Added 189.73%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
43,052
shares
|
$2.1 Million
0.01% of portfolio
|
Q3 2025
Added 7.69%
|
|
|
Biondo Investment Advisors, LLC
Milford, PA |
Nov 12, 2025 Q3 2025 |
42,610
shares
|
$2.08 Million
0.26% of portfolio
|
Q3 2025
Added 5.33%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
41,812
shares
|
$2.04 Million
0.01% of portfolio
|
Q4 2024
Added 19.35%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
40,907
shares
|
$2 Million
0.01% of portfolio
|
Q3 2025
Added 16.53%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
40,879
shares
|
$1.99 Million
0.01% of portfolio
|
Q3 2025
Added 2.01%
|
|