Institutional Ownership Ishares Tr (IYE)
This table provides information about the institutional ownership of Ishares Tr (IYE). We have compiled data on the 336 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 $671 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
21,566
shares
|
$981,037
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
21,403
shares
|
$973,622
0.0% of portfolio
|
Q1 2025
Reduced 6.29%
|
|
|
Cottonwood Capital Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
20,947
shares
|
$952,879
0.82% of portfolio
|
Q1 2025
Reduced 1.34%
|
|
|
Wealth Management Partners, LLC
|
Jul 11, 2025 Q2 2025 |
20,741
shares
|
$943,508
0.37% of portfolio
|
Q2 2025
Reduced 16.97%
|
|
|
Grimes & Company, Inc.
|
Apr 17, 2025 Q1 2025 |
20,094
shares
|
$914,076
0.03% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
19,941
shares
|
$907,116
0.0% of portfolio
|
Q1 2025
Reduced 59.59%
|
|
|
Csenge Advisory Group
|
May 05, 2025 Q1 2025 |
19,786
shares
|
$900,065
0.05% of portfolio
|
Q1 2025
Added 6.06%
|
|
|
Kkm Financial LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
19,268
shares
|
$876,501
0.4% of portfolio
|
Q1 2025
Reduced 14.68%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 14, 2025 Q1 2025 |
18,100
shares
|
$823,369
0.0% of portfolio
|
Q1 2025
Added 10.37%
|
|
|
Family Firm, Inc.
|
May 01, 2025 Q1 2025 |
16,388
shares
|
$745,490
0.18% of portfolio
|
Q1 2025
Added 0.68%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
16,226
shares
|
$738,120
0.14% of portfolio
|
Q3 2022
New holding
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
May 06, 2025 Q1 2025 |
15,878
shares
|
$722,290
0.03% of portfolio
|
Q1 2025
Added 17.19%
|
|
|
Heartwood Wealth Advisors LLC
|
Jul 08, 2025 Q2 2025 |
15,472
shares
|
$703,821
0.08% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
15,431
shares
|
$701,956
0.02% of portfolio
|
Q1 2025
Reduced 56.89%
|
|
|
Founders Financial Securities LLC
|
May 12, 2025 Q1 2025 |
14,243
shares
|
$647,914
0.06% of portfolio
|
Q1 2025
Reduced 6.62%
|
|
|
Counterweight Ventures, LLC
Wilmington, NC |
May 05, 2025 Q1 2025 |
13,967
shares
|
$635,358
0.49% of portfolio
|
Q1 2025
Reduced 2.3%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
13,705
shares
|
$623,440
0.01% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
13,510
shares
|
$614,569
0.25% of portfolio
|
Q3 2021
Reduced 0.37%
|
|
|
Tradition Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
12,988
shares
|
$590,824
0.06% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Concord Investment Counsel Inc.
Irvine, CA |
May 06, 2024 Q1 2024 |
12,211
shares
|
$555,478
0.22% of portfolio
|
Q1 2024
New holding
|
|
|
Fort Washington Investment Advisors Inc
|
Apr 16, 2025 Q1 2025 |
11,960
shares
|
$544,060
0.0% of portfolio
|
Q4 2023
Reduced 4.01%
|
|
|
Eq LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
11,770
shares
|
$535,417
0.27% of portfolio
|
Q1 2025
Reduced 8.87%
|
|
|
Allstate Corp
Northbrook, IL |
May 14, 2025 Q1 2025 |
11,700
shares
|
$532,233
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
11,659
shares
|
$530,367
0.02% of portfolio
|
Q1 2025
Reduced 0.55%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
11,654
shares
|
$530,140
0.02% of portfolio
|
Q1 2025
Reduced 8.96%
|