Institutional Ownership Ishares Tr (IEO)
This table provides information about the institutional ownership of Ishares Tr (IEO). We have compiled data on the 172 institutions that hold shares in the stock, with a total of 2.17 Million shares, which have been reported (via 13F filing form) to have a value of $189 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
356,005
shares
|
$31 Million
0.0% of portfolio
|
Q2 2025
Reduced 11.24%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
141,454
shares
|
$12.3 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.18%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
101,456
shares
|
$8.83 Million
0.0% of portfolio
|
Q2 2025
Reduced 10.63%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
98,025
shares
|
$8.53 Million
0.0% of portfolio
|
Q2 2025
Reduced 15.05%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
82,255
shares
|
$7.16 Million
0.05% of portfolio
|
Q2 2025
Added 0.88%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
70,032
shares
|
$6.09 Million
0.0% of portfolio
|
Q2 2025
Added 1.11%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
60,392
shares
|
$5.25 Million
0.0% of portfolio
|
Q2 2025
Reduced 10.51%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
54,222
shares
|
$4.72 Million
0.0% of portfolio
|
Q2 2025
Reduced 6.12%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
53,097
shares
|
$4.62 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.02%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
52,322
shares
|
$4.55 Million
0.0% of portfolio
|
Q2 2025
Added 191.05%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
47,903
shares
|
$4.17 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.43%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
45,892
shares
|
$3.99 Million
0.0% of portfolio
|
Q2 2025
Reduced 20.2%
|
|
|
Amica Mutual Insurance CO
|
Aug 07, 2025 Q2 2025 |
42,750
shares
|
$3.72 Million
0.37% of portfolio
|
Q2 2025
Reduced 39.97%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
41,494
shares
|
$3.61 Million
0.0% of portfolio
|
Q3 2024
Reduced 6.93%
|
|
|
Morgan Jess S & CO Inc
|
Oct 21, 2022 Q3 2022 |
39,190
shares
|
$3.41 Million
2.84% of portfolio
|
Q3 2022
Added 0.53%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
38,631
shares
|
$3.36 Million
0.09% of portfolio
|
Q2 2025
Reduced 11.15%
|
|
|
Stegent Equity Advisors, Inc.
Houston, TX |
Jul 31, 2025 Q2 2025 |
36,875
shares
|
$3.21 Million
3.38% of portfolio
|
Q2 2025
Added 21.5%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
34,942
shares
|
$3.04 Million
0.0% of portfolio
|
Q2 2025
Reduced 15.22%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
33,201
shares
|
$2.89 Million
0.0% of portfolio
|
Q3 2024
Reduced 11.55%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
32,836
shares
|
$2.86 Million
0.0% of portfolio
|
Q2 2025
Reduced 14.91%
|
|
|
Grimes & Company, Inc.
|
Jul 22, 2025 Q2 2025 |
27,390
shares
|
$2.38 Million
0.07% of portfolio
|
Q2 2025
Reduced 17.7%
|
|
|
Spc Financial, Inc.
|
Jul 25, 2025 Q2 2025 |
27,112
shares
|
$2.36 Million
0.2% of portfolio
|
Q2 2025
Reduced 5.86%
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
25,723
shares
|
$2.24 Million
0.46% of portfolio
|
Q2 2025
Added 23.61%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
24,252
shares
|
$2.11 Million
0.0% of portfolio
|
Q2 2025
Added 97.85%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Jul 25, 2025 Q2 2025 |
21,801
shares
|
$1.9 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.13%
|