Institutional Ownership Ishares Tr (IYE)
This table provides information about the institutional ownership of Ishares Tr (IYE). We have compiled data on the 336 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 |
|---|---|---|---|---|---|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
4,241
shares
|
$192,923
0.01% of portfolio
|
Q1 2025
Reduced 42.03%
|
|
|
Aprio Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
4,181
shares
|
$190,193
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
May Barnhard Investments LLC
Bethesda, MD |
Apr 16, 2025 Q1 2025 |
4,120
shares
|
$187,418
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Advisory Service, Inc.
|
May 05, 2025 Q1 2025 |
4,108
shares
|
$186,872
0.02% of portfolio
|
Q1 2025
Added 0.59%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
4,055
shares
|
$184,461
0.0% of portfolio
|
Q1 2023
Added 8.13%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
May 05, 2025 Q1 2025 |
3,825
shares
|
$173,999
0.01% of portfolio
|
Q4 2023
Added 99.95%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
3,666
shares
|
$166,766
0.0% of portfolio
|
Q1 2025
Reduced 10.63%
|
|
|
Financial Life Planners
Tempe, AZ |
Apr 23, 2025 Q1 2025 |
3,649
shares
|
$165,993
0.18% of portfolio
|
Q1 2025
Reduced 5.29%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
3,495
shares
|
$158,987
0.02% of portfolio
|
Q3 2023
Reduced 12.84%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
3,377
shares
|
$153,619
0.0% of portfolio
|
Q1 2025
Reduced 41.59%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
3,365
shares
|
$153,073
0.0% of portfolio
|
Q1 2025
Reduced 12.8%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
3,270
shares
|
$148,752
0.09% of portfolio
|
Q3 2024
Reduced 5.98%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
3,169
shares
|
$144,157
0.02% of portfolio
|
Q1 2025
Reduced 14.35%
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
3,050
shares
|
$138,744
0.03% of portfolio
|
Q4 2020
Added 2.87%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
3,007
shares
|
$136,788
0.0% of portfolio
|
Q4 2024
Reduced 1.83%
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
2,981
shares
|
$135,605
0.01% of portfolio
|
Q1 2023
Reduced 1.58%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
2,877
shares
|
$130,874
0.15% of portfolio
|
Q1 2025
Reduced 29.57%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
2,663
shares
|
$121,139
0.02% of portfolio
|
Q1 2025
Reduced 49.97%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
2,428
shares
|
$110,449
0.0% of portfolio
|
Q4 2024
Added 1.97%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,409
shares
|
$109,585
0.0% of portfolio
|
Q2 2020
Added 9.51%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Apr 28, 2025 Q1 2025 |
2,301
shares
|
$104,672
0.06% of portfolio
|
Q1 2025
Added 6.04%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
2,244
shares
|
$102,079
0.01% of portfolio
|
Q1 2025
Added 138.47%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
2,195
shares
|
$99,850
0.0% of portfolio
|
Q4 2024
Added 4.62%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
2,115
shares
|
$96,211
0.03% of portfolio
|
Q1 2024
Added 2.97%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
1,982
shares
|
$90,161
0.0% of portfolio
|
Q1 2025
Added 66.84%
|