Institutional Ownership Ishares Tr (IYE)
This table provides information about the institutional ownership of Ishares Tr (IYE). We have compiled data on the 338 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 |
|---|---|---|---|---|---|
|
Pekin Hardy Strauss, Inc.
|
Apr 29, 2025 Q1 2025 |
5,275
shares
|
$239,959
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
May 06, 2025 Q1 2025 |
5,233
shares
|
$238,049
0.04% of portfolio
|
Q1 2025
Reduced 53.06%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
5,160
shares
|
$234,728
0.01% of portfolio
|
Q3 2023
Reduced 5.89%
|
|
|
Claro Advisors LLC
Boston, MA |
May 12, 2025 Q1 2025 |
5,110
shares
|
$232,453
0.04% of portfolio
|
Q1 2025
Reduced 30.53%
|
|
|
Glenview Trust CO
Louisville, KY |
May 20, 2025 Q1 2025 |
5,099
shares
|
$231,953
0.0% of portfolio
|
Q1 2025
Reduced 87.89%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
5,052
shares
|
$229,815
0.0% of portfolio
|
Q1 2025
Reduced 14.53%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
5,040
shares
|
$229,269
0.01% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
First Citizens Bank & Trust CO
|
Apr 14, 2025 Q1 2025 |
5,000
shares
|
$227,450
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
4,989
shares
|
$226,949
0.04% of portfolio
|
Q1 2025
Reduced 21.05%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jul 10, 2025 Q2 2025 |
4,968
shares
|
$225,994
0.08% of portfolio
|
Q2 2025
Reduced 0.4%
|
|
|
Interchange Capital Partners, LLC
|
Apr 29, 2025 Q1 2025 |
4,948
shares
|
$225,084
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
4,893
shares
|
$222,582
0.0% of portfolio
|
Q1 2025
Reduced 0.57%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
4,887
shares
|
$222,309
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Saxon Interests, Inc.
|
Apr 25, 2025 Q1 2025 |
4,787
shares
|
$217,760
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
4,700
shares
|
$213,803
0.0% of portfolio
|
Q1 2025
Added 2.73%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
4,677
shares
|
$212,756
0.0% of portfolio
|
Q1 2025
Reduced 6.57%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
May 15, 2025 Q1 2025 |
4,644
shares
|
$211,255
0.03% of portfolio
|
Q1 2025
Reduced 19.77%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
4,582
shares
|
$208,435
0.33% of portfolio
|
Q4 2022
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
4,426
shares
|
$201,338
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
May 06, 2025 Q1 2025 |
4,400
shares
|
$200,156
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
4,395
shares
|
$199,928
0.0% of portfolio
|
Q1 2025
Reduced 5.1%
|
|
|
Y Intercept (Hong Kong) LTD
|
May 05, 2025 Q1 2025 |
4,324
shares
|
$196,698
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
4,319
shares
|
$196,471
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
4,290
shares
|
$195,152
0.0% of portfolio
|
Q1 2025
Reduced 6.72%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Apr 25, 2025 Q1 2025 |
4,248
shares
|
$193,241
0.03% of portfolio
|
Q1 2025
New holding
|