Institutional Ownership Ishares Tr (IEO)
This table provides information about the institutional ownership of Ishares Tr (IEO). We have compiled data on the 173 institutions that hold shares in the stock, with a total of 2.63 Million shares, which have been reported (via 13F filing form) to have a value of $227 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
401,103
shares
|
$34.4 Million
0.0% of portfolio
|
Q1 2025
Added 4.47%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
146,106
shares
|
$12.5 Million
0.0% of portfolio
|
Q1 2025
Added 11.28%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
115,385
shares
|
$9.88 Million
0.0% of portfolio
|
Q1 2025
Reduced 5.93%
|
|
|
Altus Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
113,581
shares
|
$9.73 Million
5.04% of portfolio
|
Q1 2025
Added 5.65%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
113,519
shares
|
$9.72 Million
0.0% of portfolio
|
Q1 2025
Added 1.46%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
81,537
shares
|
$6.98 Million
0.06% of portfolio
|
Q1 2025
Reduced 0.3%
|
|
|
Jones Financial Companies Lllp
|
May 16, 2025 Q1 2025 |
74,690
shares
|
$6.4 Million
0.0% of portfolio
|
Q1 2025
Added 1020.8%
|
|
|
Amica Mutual Insurance CO
|
May 13, 2025 Q1 2025 |
71,219
shares
|
$6.1 Million
0.74% of portfolio
|
Q3 2024
Reduced 18.04%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
69,261
shares
|
$5.93 Million
0.0% of portfolio
|
Q1 2025
Added 17.11%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
67,483
shares
|
$5.78 Million
0.0% of portfolio
|
Q1 2025
Added 9.68%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
57,754
shares
|
$4.95 Million
0.0% of portfolio
|
Q1 2025
Added 17.03%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
57,509
shares
|
$4.93 Million
0.0% of portfolio
|
Q1 2025
Reduced 28.31%
|
|
|
Two Sigma Investments, LP
New York, NY |
May 15, 2025 Q1 2025 |
55,848
shares
|
$4.78 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
54,751
shares
|
$4.69 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.07%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
49,097
shares
|
$4.2 Million
0.02% of portfolio
|
Q1 2025
Reduced 38.7%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
45,759
shares
|
$3.92 Million
0.0% of portfolio
|
Q1 2025
Added 39.76%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
43,481
shares
|
$3.72 Million
0.12% of portfolio
|
Q1 2025
Reduced 8.26%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
41,494
shares
|
$3.55 Million
0.0% of portfolio
|
Q3 2024
Reduced 6.93%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
41,214
shares
|
$3.53 Million
0.0% of portfolio
|
Q1 2025
Reduced 68.46%
|
|
|
Morgan Jess S & CO Inc
|
Oct 21, 2022 Q3 2022 |
39,190
shares
|
$3.36 Million
2.84% of portfolio
|
Q3 2022
Added 0.53%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
38,589
shares
|
$3.3 Million
0.0% of portfolio
|
Q1 2025
Added 16.8%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
34,211
shares
|
$2.93 Million
0.01% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
Grimes & Company, Inc.
|
Apr 17, 2025 Q1 2025 |
33,281
shares
|
$2.85 Million
0.1% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
33,201
shares
|
$2.84 Million
0.0% of portfolio
|
Q3 2024
Reduced 11.55%
|
|
|
Stegent Equity Advisors, Inc.
Houston, TX |
Apr 30, 2025 Q1 2025 |
30,350
shares
|
$2.6 Million
3.39% of portfolio
|
Q1 2025
Added 16.44%
|