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 |
|---|---|---|---|---|---|
|
Magnus Financial Group LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
8,204
shares
|
$386,900
0.03% of portfolio
|
Q2 2025
Reduced 1.81%
|
|
|
Rmb Capital Management, LLC
|
Aug 14, 2025 Q2 2025 |
8,146
shares
|
$384,165
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
8,118
shares
|
$382,844
0.01% of portfolio
|
Q4 2023
Added 1.65%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
7,610
shares
|
$358,887
0.0% of portfolio
|
Q2 2025
Added 2.95%
|
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
7,536
shares
|
$355,397
0.02% of portfolio
|
Q2 2025
Reduced 9.43%
|
|
|
Bernardo Wealth Planning LLC
|
Aug 13, 2025 Q2 2025 |
7,451
shares
|
$351,389
0.07% of portfolio
|
Q2 2025
Reduced 4.13%
|
|
|
Retirement Planning Group
|
Jul 30, 2025 Q2 2025 |
7,429
shares
|
$350,351
0.02% of portfolio
|
Q2 2025
Reduced 14.73%
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
7,363
shares
|
$347,239
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
7,152
shares
|
$337,288
0.08% of portfolio
|
Q1 2024
Added 2.26%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
7,100
shares
|
$334,836
0.11% of portfolio
|
Q2 2020
Reduced 54.49%
|
|
|
Adviser Investments LLC
|
Aug 06, 2025 Q2 2025 |
7,100
shares
|
$334,836
0.0% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
Jul 23, 2025 Q2 2025 |
6,959
shares
|
$328,186
0.28% of portfolio
|
Q2 2025
Added 18.9%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Jul 17, 2025 Q2 2025 |
6,950
shares
|
$327,762
0.12% of portfolio
|
Q3 2024
Reduced 4.34%
|
|
|
Eq LLC
Mercer Island, WA |
Aug 11, 2025 Q2 2025 |
6,873
shares
|
$324,130
0.14% of portfolio
|
Q2 2025
Reduced 41.61%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 14, 2025 Q2 2025 |
6,765
shares
|
$319,037
0.0% of portfolio
|
Q1 2025
Reduced 6.24%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
6,690
shares
|
$315,500
0.01% of portfolio
|
Q2 2025
Reduced 9.69%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
6,658
shares
|
$313,991
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Appleton Partners Inc
|
Jul 22, 2025 Q2 2025 |
6,539
shares
|
$308,379
0.02% of portfolio
|
Q3 2024
Reduced 1.51%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
6,538
shares
|
$308,332
0.01% of portfolio
|
Q2 2025
Reduced 3.75%
|
|
|
Mayflower Financial Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
6,494
shares
|
$306,257
0.04% of portfolio
|
Q2 2025
Reduced 9.1%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
6,356
shares
|
$299,748
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Spc Financial, Inc.
|
Jul 25, 2025 Q2 2025 |
6,323
shares
|
$298,192
0.02% of portfolio
|
Q2 2025
Reduced 28.19%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
6,218
shares
|
$293,240
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
6,158
shares
|
$290,411
0.04% of portfolio
|
Q4 2024
Reduced 44.81%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
6,084
shares
|
$286,921
0.01% of portfolio
|
Q2 2025
Reduced 18.87%
|