Institutional Ownership Ishares U S ETF Tr Ishares Evo (IEDI)
This table provides information about the institutional ownership of Ishares U S ETF Tr Ishares Evo (IEDI). We have compiled data on the 15 institutions that hold shares in the stock, with a total of 64,583 shares, which have been reported (via 13F filing form) to have a value of $3.65 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
19,211
shares
|
$1.09 Million
0.45% of portfolio
|
Q1 2024
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
13,732
shares
|
$775,858
0.0% of portfolio
|
Q3 2024
Added 140.62%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
12,519
shares
|
$707,323
0.0% of portfolio
|
Q3 2024
Reduced 35.29%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
7,994
shares
|
$451,661
0.01% of portfolio
|
Q3 2024
Reduced 66.58%
|
|
|
Ironwood Financial, LLC
|
Jan 16, 2025 Q4 2024 |
4,880
shares
|
$275,720
0.05% of portfolio
|
Q4 2024
Reduced 31.06%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
4,422
shares
|
$249,843
0.01% of portfolio
|
Q3 2024
Reduced 10.56%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
1,435
shares
|
$81,077
0.0% of portfolio
|
Q4 2023
Reduced 33.1%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
201
shares
|
$11,356
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
61
shares
|
$3,446
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
46
shares
|
$2,599
0.0% of portfolio
|
Q1 2023
Reduced 66.67%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
42
shares
|
$2,373
0.0% of portfolio
|
Q2 2024
Reduced 48.78%
|
|
|
Live Oak Investment Partners
Austin, TX |
Nov 05, 2024 Q3 2024 |
38
shares
|
$2,147
0.0% of portfolio
|
Q2 2024
Reduced 66.07%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 28, 2025 Q4 2024 |
2
shares
|
$113
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|