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 |
|---|---|---|---|---|---|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
3,384
shares
|
$159,589
0.0% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
3,270
shares
|
$154,213
0.09% of portfolio
|
Q3 2024
Reduced 5.98%
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
3,050
shares
|
$143,838
0.03% of portfolio
|
Q4 2020
Added 2.87%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
3,007
shares
|
$141,810
0.0% of portfolio
|
Q4 2024
Reduced 1.83%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
2,877
shares
|
$135,679
0.15% of portfolio
|
Q1 2025
Reduced 29.57%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,409
shares
|
$113,608
0.0% of portfolio
|
Q2 2020
Added 9.51%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Jul 23, 2025 Q2 2025 |
2,306
shares
|
$108,750
0.05% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
2,021
shares
|
$95,310
0.01% of portfolio
|
Q2 2025
Reduced 24.11%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Jul 31, 2025 Q2 2025 |
1,903
shares
|
$89,745
0.03% of portfolio
|
Q2 2025
Reduced 10.02%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
1,890
shares
|
$89,132
0.05% of portfolio
|
Q1 2023
New holding
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
1,780
shares
|
$83,944
0.13% of portfolio
|
Q4 2023
Added 8.54%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
1,747
shares
|
$82,388
0.0% of portfolio
|
Q2 2025
Added 5.62%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,744
shares
|
$82,247
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Aug 11, 2025 Q2 2025 |
1,719
shares
|
$81,068
0.03% of portfolio
|
Q2 2025
Added 0.64%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
1,575
shares
|
$74,277
0.0% of portfolio
|
Q2 2025
Added 173.91%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
1,573
shares
|
$74,182
0.02% of portfolio
|
Q4 2022
Added 2.08%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
1,567
shares
|
$73,899
0.01% of portfolio
|
Q1 2025
Added 171.58%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
1,550
shares
|
$73,098
0.03% of portfolio
|
Q3 2024
Reduced 11.43%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
1,497
shares
|
$70,598
0.01% of portfolio
|
Q1 2023
Added 31.32%
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
1,476
shares
|
$69,608
0.01% of portfolio
|
Q2 2025
Added 0.68%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
1,320
shares
|
$62,251
0.0% of portfolio
|
Q2 2025
Added 17.96%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Aug 12, 2025 Q2 2025 |
1,225
shares
|
$57,770
0.04% of portfolio
|
Q1 2025
Reduced 7.34%
|
|
|
N.E.W. Advisory Services LLC
|
Aug 18, 2025 Q2 2025 |
1,163
shares
|
$54,847
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
1,151
shares
|
$54,281
0.03% of portfolio
|
Q4 2023
Reduced 21.49%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
1,149
shares
|
$54,186
0.0% of portfolio
|
Q2 2025
Reduced 52.68%
|