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 |
|---|---|---|---|---|---|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
23,548
shares
|
$1.11 Million
0.01% of portfolio
|
Q2 2025
Reduced 11.68%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Aug 12, 2025 Q2 2025 |
22,817
shares
|
$1.08 Million
0.03% of portfolio
|
Q2 2025
Added 43.7%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
22,271
shares
|
$1.05 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.61%
|
|
|
Csenge Advisory Group
|
Aug 05, 2025 Q2 2025 |
22,182
shares
|
$1.05 Million
0.05% of portfolio
|
Q2 2025
Added 12.11%
|
|
|
Cottonwood Capital Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
20,905
shares
|
$985,879
0.69% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Aug 06, 2025 Q2 2025 |
20,750
shares
|
$978,569
0.09% of portfolio
|
Q2 2025
Reduced 12.23%
|
|
|
Wealth Management Partners, LLC
|
Jul 11, 2025 Q2 2025 |
20,741
shares
|
$978,145
0.37% of portfolio
|
Q2 2025
Reduced 16.97%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
19,720
shares
|
$929,995
0.0% of portfolio
|
Q2 2025
Reduced 31.16%
|
|
|
Kkm Financial LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
19,268
shares
|
$908,678
0.3% of portfolio
|
Q1 2025
Reduced 14.68%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
19,143
shares
|
$902,783
0.0% of portfolio
|
Q2 2025
Reduced 10.56%
|
|
|
Politan Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
17,209
shares
|
$811,576
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Family Firm, Inc.
|
Aug 08, 2025 Q2 2025 |
16,447
shares
|
$775,640
0.17% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
16,226
shares
|
$765,218
0.14% of portfolio
|
Q3 2022
New holding
|
|
|
Heartwood Wealth Advisors LLC
|
Jul 08, 2025 Q2 2025 |
15,472
shares
|
$729,659
0.08% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
13,964
shares
|
$658,542
0.01% of portfolio
|
Q2 2025
Added 1.89%
|
|
|
Founders Financial Securities LLC
|
Aug 06, 2025 Q2 2025 |
13,789
shares
|
$650,289
0.05% of portfolio
|
Q2 2025
Reduced 3.19%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
13,510
shares
|
$637,131
0.25% of portfolio
|
Q3 2021
Reduced 0.37%
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
13,449
shares
|
$634,254
0.01% of portfolio
|
Q2 2025
Added 16.83%
|
|
|
Counterweight Ventures, LLC
Wilmington, NC |
Aug 05, 2025 Q2 2025 |
13,212
shares
|
$623,077
0.39% of portfolio
|
Q2 2025
Reduced 5.41%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Aug 01, 2025 Q2 2025 |
13,028
shares
|
$614,400
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Tradition Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
12,762
shares
|
$601,855
0.05% of portfolio
|
Q2 2025
Reduced 1.74%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
12,658
shares
|
$596,951
0.02% of portfolio
|
Q2 2025
Added 8.62%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
12,500
shares
|
$589,500
0.01% of portfolio
|
Q2 2025
Added 10.35%
|
|
|
Concord Investment Counsel Inc.
Irvine, CA |
May 06, 2024 Q1 2024 |
12,211
shares
|
$575,870
0.22% of portfolio
|
Q1 2024
New holding
|
|
|
Fort Washington Investment Advisors Inc
|
Jul 17, 2025 Q2 2025 |
11,960
shares
|
$564,033
0.0% of portfolio
|
Q4 2023
Reduced 4.01%
|