Institutional Ownership Ishares Tr (IYE)
This table provides information about the institutional ownership of Ishares Tr (IYE). We have compiled data on the 321 institutions that hold shares in the stock, with a total of 13.7 Million shares, which have been reported (via 13F filing form) to have a value of $668 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
Oct 17, 2025 Q3 2025 |
6,963
shares
|
$339,794
0.27% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Oct 27, 2025 Q3 2025 |
6,950
shares
|
$339,160
0.11% of portfolio
|
Q3 2024
Reduced 4.34%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
6,795
shares
|
$331,596
0.0% of portfolio
|
Q3 2025
Added 9.28%
|
|
|
Symphony Financial Services, Inc.
Akron, OH |
Nov 12, 2025 Q3 2025 |
6,725
shares
|
$328,180
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 14, 2025 Q3 2025 |
6,665
shares
|
$325,252
0.0% of portfolio
|
Q3 2025
Reduced 1.48%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
6,658
shares
|
$324,910
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
6,427
shares
|
$313,637
0.01% of portfolio
|
Q3 2025
Reduced 1.7%
|
|
|
Eq LLC
Mercer Island, WA |
Nov 06, 2025 Q3 2025 |
6,410
shares
|
$312,808
0.13% of portfolio
|
Q3 2025
Reduced 6.74%
|
|
|
Spc Financial, Inc.
|
Nov 05, 2025 Q3 2025 |
6,122
shares
|
$298,753
0.02% of portfolio
|
Q3 2025
Reduced 3.18%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
6,014
shares
|
$293,483
0.01% of portfolio
|
Q3 2025
Reduced 10.1%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
6,000
shares
|
$292,800
0.06% of portfolio
|
Q1 2022
New holding
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
5,923
shares
|
$289,042
0.0% of portfolio
|
Q3 2025
Added 4.06%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
5,907
shares
|
$288,261
0.01% of portfolio
|
Q3 2025
Added 9.07%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Nov 07, 2025 Q3 2025 |
5,888
shares
|
$287,334
0.01% of portfolio
|
Q2 2025
Reduced 6.51%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
5,883
shares
|
$287,090
0.05% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
5,833
shares
|
$284,650
0.01% of portfolio
|
Q3 2025
Reduced 4.13%
|
|
|
First Citizens Bank & Trust CO
|
Oct 31, 2025 Q3 2025 |
5,800
shares
|
$283,040
0.0% of portfolio
|
Q3 2025
Added 16.0%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
5,792
shares
|
$282,649
0.0% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Oct 30, 2025 Q3 2025 |
5,715
shares
|
$278,892
0.04% of portfolio
|
Q3 2024
Reduced 5.18%
|
|
|
Promethium Advisors,Llc
Bethesda, MD |
Nov 14, 2025 Q3 2025 |
5,670
shares
|
$276,696
0.15% of portfolio
|
Q2 2025
Reduced 5.07%
|
|
|
Rosenberg Matthew Hamilton
|
Nov 10, 2025 Q3 2025 |
5,546
shares
|
$270,644
0.06% of portfolio
|
Q3 2025
Reduced 3.16%
|
|
|
Next Capital Management LLC
|
Nov 05, 2025 Q3 2025 |
5,500
shares
|
$268,400
0.09% of portfolio
|
Q2 2022
Reduced 87.95%
|
|
|
Cora Capital Advisors LLC
Marlton, NJ |
Nov 07, 2025 Q3 2025 |
5,500
shares
|
$268,400
0.11% of portfolio
|
Q4 2022
New holding
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
5,448
shares
|
$265,862
0.01% of portfolio
|
Q3 2025
Added 26.14%
|
|
|
Pekin Hardy Strauss, Inc.
|
Nov 07, 2025 Q3 2025 |
5,325
shares
|
$259,859
0.03% of portfolio
|
Q2 2025
Added 0.95%
|
|