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 |
|---|---|---|---|---|---|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
40,072
shares
|
$1.89 Million
0.01% of portfolio
|
Q2 2025
Reduced 21.98%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
39,977
shares
|
$1.89 Million
0.01% of portfolio
|
Q2 2025
Reduced 18.8%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
39,268
shares
|
$1.85 Million
0.17% of portfolio
|
Q2 2025
Reduced 2.42%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
38,935
shares
|
$1.84 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.31%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
38,032
shares
|
$1.79 Million
0.0% of portfolio
|
Q2 2025
Added 76.35%
|
|
|
First Citizens Financial Corp
|
Jul 07, 2025 Q2 2025 |
37,204
shares
|
$1.75 Million
0.93% of portfolio
|
Q2 2025
Reduced 19.21%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Aug 12, 2025 Q2 2025 |
36,832
shares
|
$1.74 Million
0.13% of portfolio
|
Q2 2025
Added 0.63%
|
|
|
Quantinno Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
35,103
shares
|
$1.66 Million
0.01% of portfolio
|
Q2 2025
Added 15.13%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
33,408
shares
|
$1.58 Million
0.0% of portfolio
|
Q2 2025
Reduced 5.78%
|
|
|
Dentgroup LLC
|
Jul 02, 2025 Q2 2025 |
32,910
shares
|
$1.55 Million
1.12% of portfolio
|
Q2 2025
Reduced 5.63%
|
|
|
Summit Financial Wealth Advisors, LLC
|
May 14, 2025 Q1 2025 |
31,388
shares
|
$1.48 Million
0.31% of portfolio
|
Q1 2025
Reduced 0.28%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
31,228
shares
|
$1.47 Million
0.0% of portfolio
|
Q2 2025
Reduced 5.38%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
30,635
shares
|
$1.44 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.31%
|
|
|
Foundation Wealth Management, LLC
Clayton, MO |
Jul 23, 2025 Q2 2025 |
29,433
shares
|
$1.39 Million
0.93% of portfolio
|
Q2 2025
Added 19.38%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
29,426
shares
|
$1.39 Million
0.01% of portfolio
|
Q2 2025
Reduced 7.35%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
27,981
shares
|
$1.32 Million
0.0% of portfolio
|
Q2 2025
Added 2.29%
|
|
|
Ballew Advisors, Inc
|
Jul 08, 2025 Q2 2025 |
27,242
shares
|
$1.28 Million
0.77% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
26,591
shares
|
$1.25 Million
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Quadrature Capital LTD
London, X0 |
Aug 13, 2025 Q2 2025 |
25,562
shares
|
$1.21 Million
0.02% of portfolio
|
Q2 2025
Reduced 34.65%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
25,250
shares
|
$1.19 Million
0.01% of portfolio
|
Q2 2025
Reduced 27.1%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 30, 2025 Q2 2025 |
24,714
shares
|
$1.17 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Jul 10, 2025 Q2 2025 |
24,640
shares
|
$1.16 Million
0.41% of portfolio
|
Q2 2025
Reduced 48.72%
|
|
|
Rockland Trust CO
|
Jul 10, 2025 Q2 2025 |
24,009
shares
|
$1.13 Million
0.05% of portfolio
|
Q2 2025
Reduced 1.67%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
23,906
shares
|
$1.13 Million
0.0% of portfolio
|
Q2 2025
Added 5.48%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
23,597
shares
|
$1.11 Million
0.03% of portfolio
|
Q2 2025
Added 4.75%
|