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 |
|---|---|---|---|---|---|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
4,989
shares
|
$235,281
0.04% of portfolio
|
Q1 2025
Reduced 21.05%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jul 10, 2025 Q2 2025 |
4,968
shares
|
$234,290
0.08% of portfolio
|
Q2 2025
Reduced 0.4%
|
|
|
Interchange Capital Partners, LLC
|
Jul 31, 2025 Q2 2025 |
4,965
shares
|
$234,149
0.05% of portfolio
|
Q2 2025
Added 171.91%
|
|
|
Shore Haven Wealth Partners, LLC
|
Jul 29, 2025 Q2 2025 |
4,934
shares
|
$232,687
0.1% of portfolio
|
Q2 2025
Reduced 22.71%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
4,900
shares
|
$231,083
0.0% of portfolio
|
Q2 2025
Reduced 72.93%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
4,894
shares
|
$230,801
0.0% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Saxon Interests, Inc.
|
Jul 17, 2025 Q2 2025 |
4,787
shares
|
$225,754
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
4,756
shares
|
$224,292
0.0% of portfolio
|
Q2 2025
Reduced 5.86%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Aug 13, 2025 Q2 2025 |
4,662
shares
|
$219,859
0.01% of portfolio
|
Q2 2025
Reduced 13.14%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
4,582
shares
|
$216,087
0.33% of portfolio
|
Q4 2022
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
4,510
shares
|
$212,691
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
4,362
shares
|
$205,711
0.0% of portfolio
|
Q2 2025
Reduced 40.21%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
4,319
shares
|
$203,684
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
4,286
shares
|
$202,127
0.01% of portfolio
|
Q2 2025
Reduced 63.24%
|
|
|
Financial Advisory Service, Inc.
|
Aug 14, 2025 Q2 2025 |
4,131
shares
|
$194,817
0.01% of portfolio
|
Q2 2025
Added 0.56%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
4,055
shares
|
$191,233
0.0% of portfolio
|
Q1 2023
Added 8.13%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
4,045
shares
|
$190,762
0.0% of portfolio
|
Q2 2025
Added 20.21%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
4,042
shares
|
$190,620
0.0% of portfolio
|
Q2 2025
Reduced 8.03%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
3,938
shares
|
$185,716
0.0% of portfolio
|
Q2 2025
Reduced 58.58%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
3,931
shares
|
$185,385
0.01% of portfolio
|
Q2 2025
Reduced 22.0%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
3,848
shares
|
$181,471
0.0% of portfolio
|
Q2 2025
Added 75.31%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
3,825
shares
|
$180,387
0.01% of portfolio
|
Q4 2023
Added 99.95%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
3,635
shares
|
$171,426
0.01% of portfolio
|
Q2 2025
Added 1303.47%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
3,581
shares
|
$168,879
0.0% of portfolio
|
Q2 2025
Reduced 23.43%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
3,495
shares
|
$164,824
0.02% of portfolio
|
Q3 2023
Reduced 12.84%
|