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 |
|---|---|---|---|---|---|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Nov 05, 2025 Q3 2025 |
5,315
shares
|
$259,371
0.06% of portfolio
|
Q3 2023
New holding
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
5,313
shares
|
$259,274
0.02% of portfolio
|
Q4 2022
Reduced 4.1%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2025 Q3 2025 |
5,308
shares
|
$259,030
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
5,230
shares
|
$255,223
0.0% of portfolio
|
Q2 2025
Reduced 6.51%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
5,160
shares
|
$251,807
0.01% of portfolio
|
Q3 2023
Reduced 5.89%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Oct 31, 2025 Q3 2025 |
5,071
shares
|
$247,464
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
4,987
shares
|
$243,365
0.0% of portfolio
|
Q3 2025
Added 10.58%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 21, 2025 Q3 2025 |
4,968
shares
|
$242,438
0.08% of portfolio
|
Q2 2025
Reduced 0.4%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
4,952
shares
|
$241,657
0.0% of portfolio
|
Q3 2025
Reduced 6.21%
|
|
|
Interchange Capital Partners, LLC
|
Nov 10, 2025 Q3 2025 |
4,803
shares
|
$234,386
0.05% of portfolio
|
Q3 2025
Reduced 3.26%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
4,766
shares
|
$232,580
0.0% of portfolio
|
Q3 2025
Reduced 5.46%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Nov 12, 2025 Q3 2025 |
4,662
shares
|
$227,505
0.01% of portfolio
|
Q2 2025
Reduced 13.14%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
4,582
shares
|
$223,601
0.33% of portfolio
|
Q4 2022
New holding
|
|
|
Summit Financial Wealth Advisors, LLC
|
Oct 03, 2025 Q3 2025 |
4,577
shares
|
$223,357
0.04% of portfolio
|
Q2 2025
Reduced 85.42%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
4,376
shares
|
$213,548
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
4,324
shares
|
$211,011
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
4,318
shares
|
$210,718
0.0% of portfolio
|
Q3 2025
Reduced 18.44%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
4,294
shares
|
$209,547
0.0% of portfolio
|
Q3 2025
Reduced 9.71%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
4,288
shares
|
$209,254
0.0% of portfolio
|
Q3 2025
Added 26.71%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
4,259
shares
|
$207,839
0.0% of portfolio
|
Q3 2025
Reduced 2.36%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Oct 28, 2025 Q3 2025 |
4,248
shares
|
$207,302
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Advisory Service, Inc.
|
Oct 29, 2025 Q3 2025 |
4,160
shares
|
$203,008
0.01% of portfolio
|
Q3 2025
Added 0.7%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
4,055
shares
|
$197,884
0.0% of portfolio
|
Q1 2023
Added 8.13%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
4,045
shares
|
$197,396
0.0% of portfolio
|
Q2 2025
Added 20.21%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
3,852
shares
|
$187,977
0.01% of portfolio
|
Q3 2025
Reduced 2.01%
|
|