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 |
|---|---|---|---|---|---|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
11,594
shares
|
$527,411
0.0% of portfolio
|
Q1 2025
Reduced 1.58%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
11,527
shares
|
$524,363
0.01% of portfolio
|
Q1 2025
Reduced 18.39%
|
|
|
Signature Estate & Investment Advisors LLC
|
May 15, 2025 Q1 2025 |
11,512
shares
|
$523,680
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
11,328
shares
|
$515,310
0.01% of portfolio
|
Q1 2025
Reduced 3.88%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
11,314
shares
|
$514,673
0.06% of portfolio
|
Q2 2022
Added 5.35%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
May 06, 2025 Q1 2025 |
11,064
shares
|
$503,301
0.09% of portfolio
|
Q1 2025
Reduced 0.75%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
May 13, 2025 Q1 2025 |
10,962
shares
|
$498,661
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
True Private Wealth Advisors
|
May 15, 2025 Q1 2025 |
10,700
shares
|
$486,743
0.07% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Jul 08, 2025 Q2 2025 |
10,658
shares
|
$484,832
0.11% of portfolio
|
Q1 2022
New holding
|
|
|
Empirical Asset Management, LLC
|
May 12, 2025 Q1 2025 |
10,430
shares
|
$474,460
0.18% of portfolio
|
Q1 2025
Added 1.49%
|
|
|
Yukon Wealth Management, Inc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
10,353
shares
|
$470,957
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
May 13, 2025 Q1 2025 |
10,097
shares
|
$459,312
0.13% of portfolio
|
Q1 2025
Reduced 18.59%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
10,027
shares
|
$456,128
0.15% of portfolio
|
Q2 2022
Added 3.53%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
9,879
shares
|
$449,395
0.01% of portfolio
|
Q1 2025
Reduced 81.75%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
9,507
shares
|
$432,473
0.0% of portfolio
|
Q1 2025
Added 141.42%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
May 14, 2025 Q1 2025 |
9,267
shares
|
$421,555
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Simmons Bank
|
Apr 29, 2025 Q1 2025 |
9,122
shares
|
$414,959
0.03% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
8,846
shares
|
$402,404
0.01% of portfolio
|
Q1 2025
Added 10.78%
|
|
|
Narwhal Capital Management
|
Apr 22, 2025 Q1 2025 |
8,825
shares
|
$401,449
0.04% of portfolio
|
Q2 2021
New holding
|
|
|
Spc Financial, Inc.
|
May 08, 2025 Q1 2025 |
8,805
shares
|
$400,539
0.04% of portfolio
|
Q1 2025
Reduced 23.61%
|
|
|
Retirement Planning Group
|
Apr 10, 2025 Q1 2025 |
8,712
shares
|
$396,308
0.03% of portfolio
|
Q1 2025
Added 23.63%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
8,688
shares
|
$395,217
0.05% of portfolio
|
Q3 2024
Added 5.0%
|
|
|
Country Club Bank
|
Apr 30, 2025 Q1 2025 |
8,459
shares
|
$384,799
0.03% of portfolio
|
Q3 2024
Reduced 4.58%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
8,444
shares
|
$384,117
0.0% of portfolio
|
Q1 2025
Added 9.28%
|
|
|
Ironwood Financial, LLC
|
Apr 15, 2025 Q1 2025 |
8,438
shares
|
$383,844
0.09% of portfolio
|
Q1 2025
Added 4.57%
|