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 |
|---|---|---|---|---|---|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
11,450
shares
|
$539,982
0.0% of portfolio
|
Q2 2025
Reduced 55.63%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
11,355
shares
|
$535,501
0.0% of portfolio
|
Q2 2025
Reduced 2.06%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
11,314
shares
|
$533,568
0.06% of portfolio
|
Q2 2022
Added 5.35%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
11,020
shares
|
$519,703
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
True Private Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
10,700
shares
|
$504,611
0.06% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Jul 08, 2025 Q2 2025 |
10,658
shares
|
$502,631
0.11% of portfolio
|
Q1 2022
New holding
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jul 15, 2025 Q2 2025 |
10,236
shares
|
$482,729
0.07% of portfolio
|
Q2 2025
Reduced 7.48%
|
|
|
Yukon Wealth Management, Inc.
Overland Park, KS |
Aug 01, 2025 Q2 2025 |
10,235
shares
|
$482,682
0.17% of portfolio
|
Q2 2025
Reduced 1.14%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Aug 13, 2025 Q2 2025 |
10,103
shares
|
$476,457
0.11% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Empirical Asset Management, LLC
|
Jul 29, 2025 Q2 2025 |
10,070
shares
|
$474,901
0.14% of portfolio
|
Q2 2025
Reduced 3.45%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
10,027
shares
|
$472,873
0.15% of portfolio
|
Q2 2022
Added 3.53%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
10,021
shares
|
$472,590
0.01% of portfolio
|
Q2 2025
Added 13.28%
|
|
|
Grimes & Company, Inc.
|
Jul 22, 2025 Q2 2025 |
9,889
shares
|
$466,365
0.01% of portfolio
|
Q2 2025
Reduced 50.79%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
9,289
shares
|
$438,069
0.0% of portfolio
|
Q2 2025
Reduced 19.42%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
9,272
shares
|
$437,267
0.0% of portfolio
|
Q2 2025
Reduced 6.14%
|
|
|
Simmons Bank
|
Aug 05, 2025 Q2 2025 |
9,068
shares
|
$427,646
0.03% of portfolio
|
Q2 2025
Reduced 0.59%
|
|
|
Narwhal Capital Management
|
Jul 23, 2025 Q2 2025 |
8,825
shares
|
$416,186
0.03% of portfolio
|
Q2 2021
New holding
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Aug 14, 2025 Q2 2025 |
8,759
shares
|
$413,074
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
8,688
shares
|
$409,726
0.05% of portfolio
|
Q3 2024
Added 5.0%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
8,486
shares
|
$400,199
0.0% of portfolio
|
Q2 2025
Added 131.48%
|
|
|
Ironwood Financial, LLC
|
Jul 23, 2025 Q2 2025 |
8,438
shares
|
$397,936
0.08% of portfolio
|
Q1 2025
Added 4.57%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
8,336
shares
|
$393,125
0.03% of portfolio
|
Q1 2022
New holding
|
|
|
Country Club Bank
|
Jul 22, 2025 Q2 2025 |
8,285
shares
|
$390,720
0.02% of portfolio
|
Q2 2025
Reduced 2.06%
|
|
|
Griffin Asset Management, Inc.
|
Jul 25, 2025 Q2 2025 |
8,263
shares
|
$389,683
0.05% of portfolio
|
Q2 2025
Added 2.15%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
8,250
shares
|
$389,070
0.0% of portfolio
|
Q2 2025
Reduced 2.3%
|