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 |
|---|---|---|---|---|---|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
6,000
shares
|
$282,960
0.06% of portfolio
|
Q1 2022
New holding
|
|
|
Ellerson Group Inc /Adv
Annapolis, MD |
Aug 07, 2025 Q2 2025 |
6,000
shares
|
$282,960
0.19% of portfolio
|
Q1 2025
Reduced 29.41%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Aug 05, 2025 Q2 2025 |
5,888
shares
|
$277,678
0.01% of portfolio
|
Q2 2025
Reduced 6.51%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
5,883
shares
|
$277,442
0.05% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Allstate Corp
Northbrook, IL |
Aug 05, 2025 Q2 2025 |
5,850
shares
|
$275,886
0.02% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
5,785
shares
|
$272,820
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Jul 28, 2025 Q2 2025 |
5,727
shares
|
$270,085
0.06% of portfolio
|
Q2 2025
Reduced 15.39%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Jul 28, 2025 Q2 2025 |
5,715
shares
|
$269,519
0.05% of portfolio
|
Q3 2024
Reduced 5.18%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
5,692
shares
|
$268,434
0.0% of portfolio
|
Q2 2025
Reduced 0.97%
|
|
|
Promethium Advisors,Llc
Bethesda, MD |
Aug 11, 2025 Q2 2025 |
5,670
shares
|
$267,397
0.16% of portfolio
|
Q2 2025
Reduced 5.07%
|
|
|
Cora Capital Advisors LLC
Marlton, NJ |
Jul 15, 2025 Q2 2025 |
5,500
shares
|
$259,379
0.11% of portfolio
|
Q4 2022
New holding
|
|
|
Next Capital Management LLC
|
Aug 05, 2025 Q2 2025 |
5,500
shares
|
$259,379
0.09% of portfolio
|
Q2 2022
Reduced 87.95%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
5,416
shares
|
$255,418
0.01% of portfolio
|
Q2 2025
Reduced 1.17%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Jul 16, 2025 Q2 2025 |
5,335
shares
|
$251,598
0.05% of portfolio
|
Q2 2025
Reduced 5.63%
|
|
|
Pekin Hardy Strauss, Inc.
|
Aug 06, 2025 Q2 2025 |
5,325
shares
|
$251,126
0.03% of portfolio
|
Q2 2025
Added 0.95%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Jul 29, 2025 Q2 2025 |
5,315
shares
|
$250,655
0.07% of portfolio
|
Q3 2023
New holding
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
5,313
shares
|
$250,561
0.02% of portfolio
|
Q4 2022
Reduced 4.1%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
5,308
shares
|
$250,325
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
5,294
shares
|
$249,665
0.0% of portfolio
|
Q2 2025
Added 110.0%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
5,280
shares
|
$249,004
0.0% of portfolio
|
Q2 2025
Added 19.3%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
5,230
shares
|
$246,646
0.0% of portfolio
|
Q2 2025
Reduced 6.51%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
5,160
shares
|
$243,345
0.01% of portfolio
|
Q3 2023
Reduced 5.89%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
5,041
shares
|
$237,733
0.0% of portfolio
|
Q2 2025
Added 7.26%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2025 Q2 2025 |
5,006
shares
|
$236,082
0.01% of portfolio
|
Q2 2025
Reduced 25.31%
|
|
|
First Citizens Bank & Trust CO
|
Jul 30, 2025 Q2 2025 |
5,000
shares
|
$235,799
0.0% of portfolio
|
Q4 2022
New holding
|