Institutional Ownership Ishares Tr (IYE)
This table provides information about the institutional ownership of Ishares Tr (IYE). We have compiled data on the 340 institutions that hold shares in the stock, with a total of 14.8 Million shares, which have been reported (via 13F filing form) to have a value of $657 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
|
$3.22 Million
0.0% of portfolio
|
Q3 2024
Reduced 11.7%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
70,528
shares
|
$3.14 Million
0.0% of portfolio
|
Q1 2025
Added 57.33%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
67,104
shares
|
$2.98 Million
0.01% of portfolio
|
Q1 2025
Reduced 10.62%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
64,142
shares
|
$2.85 Million
0.0% of portfolio
|
Q2 2024
Reduced 3.8%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
60,766
shares
|
$2.7 Million
0.0% of portfolio
|
Q1 2025
Reduced 12.59%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
58,330
shares
|
$2.59 Million
0.07% of portfolio
|
Q1 2025
Added 16.85%
|
|
|
Avidian Wealth Solutions, LLC
|
Apr 25, 2025 Q1 2025 |
55,465
shares
|
$2.47 Million
0.13% of portfolio
|
Q1 2025
Reduced 1.36%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
54,753
shares
|
$2.43 Million
0.0% of portfolio
|
Q1 2025
Added 2.52%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
54,569
shares
|
$2.43 Million
0.01% of portfolio
|
Q1 2025
Added 9.7%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
51,432
shares
|
$2.29 Million
0.0% of portfolio
|
Q1 2025
Reduced 6.72%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
51,361
shares
|
$2.28 Million
0.02% of portfolio
|
Q1 2025
Added 2.15%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
49,231
shares
|
$2.19 Million
0.02% of portfolio
|
Q1 2025
Reduced 2.41%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Apr 15, 2025 Q1 2025 |
48,054
shares
|
$2.14 Million
0.9% of portfolio
|
Q1 2025
Reduced 0.46%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
47,806
shares
|
$2.13 Million
0.01% of portfolio
|
Q3 2023
Reduced 41.65%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
47,800
shares
|
$2.13 Million
0.01% of portfolio
|
Q1 2025
Reduced 17.03%
|
|
|
First Citizens Financial Corp
|
Apr 03, 2025 Q1 2025 |
46,049
shares
|
$2.05 Million
1.28% of portfolio
|
Q1 2025
Reduced 2.99%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
44,772
shares
|
$1.99 Million
0.32% of portfolio
|
Q3 2022
Added 4.29%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
44,303
shares
|
$1.97 Million
0.13% of portfolio
|
Q4 2023
Added 189.73%
|
|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2025 Q1 2025 |
43,909
shares
|
$1.95 Million
0.03% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Wealthstar Advisors, LLC
Plano, TX |
Apr 25, 2025 Q1 2025 |
41,893
shares
|
$1.86 Million
1.0% of portfolio
|
Q1 2025
Added 11.75%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
41,812
shares
|
$1.86 Million
0.01% of portfolio
|
Q4 2024
Added 19.35%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
41,374
shares
|
$1.84 Million
0.0% of portfolio
|
Q1 2025
Added 61.59%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
40,267
shares
|
$1.79 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.99%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
40,242
shares
|
$1.79 Million
0.2% of portfolio
|
Q1 2025
Added 2.48%
|
|
|
Quadrature Capital LTD
London, X0 |
May 13, 2025 Q1 2025 |
39,117
shares
|
$1.74 Million
0.04% of portfolio
|
Q1 2025
Added 12.8%
|