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 |
|---|---|---|---|---|---|
|
Shore Haven Wealth Partners, LLC
|
May 06, 2025 Q1 2025 |
6,384
shares
|
$290,408
0.16% of portfolio
|
Q1 2025
Reduced 61.2%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
May 05, 2025 Q1 2025 |
6,298
shares
|
$286,496
0.01% of portfolio
|
Q1 2025
Added 6.96%
|
|
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
May 30, 2025 Q4 2024 |
6,159
shares
|
$280,172
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
6,158
shares
|
$280,127
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
6,158
shares
|
$280,127
0.04% of portfolio
|
Q4 2024
Reduced 44.81%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
6,000
shares
|
$272,940
0.06% of portfolio
|
Q1 2022
New holding
|
|
|
Ellerson Group Inc /Adv
Annapolis, MD |
May 12, 2025 Q1 2025 |
6,000
shares
|
$272,940
0.24% of portfolio
|
Q1 2025
Reduced 29.41%
|
|
|
Promethium Advisors,Llc
Bethesda, MD |
May 15, 2025 Q1 2025 |
5,973
shares
|
$271,711
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Detalus Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
5,877
shares
|
$267,344
0.1% of portfolio
|
Q1 2025
Reduced 61.0%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
May 13, 2025 Q1 2025 |
5,867
shares
|
$266,889
0.06% of portfolio
|
Q1 2025
Added 0.67%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
5,860
shares
|
$266,571
0.0% of portfolio
|
Q1 2025
Reduced 47.67%
|
|
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
Apr 10, 2025 Q1 2025 |
5,853
shares
|
$266,252
0.28% of portfolio
|
Q1 2025
New holding
|
|
|
Cypress Wealth Services, LLC
|
Apr 10, 2025 Q1 2025 |
5,787
shares
|
$263,250
0.06% of portfolio
|
Q1 2025
Reduced 38.65%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
5,748
shares
|
$261,476
0.0% of portfolio
|
Q1 2025
Reduced 1.41%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
May 01, 2025 Q1 2025 |
5,715
shares
|
$259,975
0.06% of portfolio
|
Q3 2024
Reduced 5.18%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Apr 22, 2025 Q1 2025 |
5,653
shares
|
$257,154
0.06% of portfolio
|
Q3 2024
Reduced 11.74%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
5,594
shares
|
$254,471
0.0% of portfolio
|
Q4 2024
Reduced 22.31%
|
|
|
Next Capital Management LLC
|
May 06, 2025 Q1 2025 |
5,500
shares
|
$250,195
0.13% of portfolio
|
Q2 2022
Reduced 87.95%
|
|
|
Cora Capital Advisors LLC
Marlton, NJ |
Apr 11, 2025 Q1 2025 |
5,500
shares
|
$250,195
0.13% of portfolio
|
Q4 2022
New holding
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
5,480
shares
|
$249,285
0.01% of portfolio
|
Q1 2025
Reduced 0.83%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
May 12, 2025 Q1 2025 |
5,367
shares
|
$244,144
0.02% of portfolio
|
Q4 2023
Added 0.54%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Apr 23, 2025 Q1 2025 |
5,315
shares
|
$241,779
0.07% of portfolio
|
Q3 2023
New holding
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
5,313
shares
|
$241,688
0.02% of portfolio
|
Q4 2022
Reduced 4.1%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
5,308
shares
|
$241,460
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
5,294
shares
|
$240,824
0.0% of portfolio
|
Q2 2025
Added 110.0%
|