Institutional Ownership Ishares Tr (IEO)
This table provides information about the institutional ownership of Ishares Tr (IEO). We have compiled data on the 187 institutions that hold shares in the stock, with a total of 2.88 Million shares, which have been reported (via 13F filing form) to have a value of $259 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
512,552
shares
|
$46.1 Million
0.0% of portfolio
|
Q2 2024
Added 5.69%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
171,140
shares
|
$15.4 Million
0.0% of portfolio
|
Q2 2024
Reduced 8.17%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
128,296
shares
|
$11.5 Million
0.0% of portfolio
|
Q2 2024
Reduced 2.71%
|
|
|
Altus Wealth Management, LLC
|
Oct 17, 2024 Q3 2024 |
103,859
shares
|
$9.33 Million
4.48% of portfolio
|
Q3 2024
Added 1.0%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
102,711
shares
|
$9.23 Million
0.0% of portfolio
|
Q2 2024
Added 17.14%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
99,441
shares
|
$8.94 Million
0.01% of portfolio
|
Q2 2024
Reduced 4.42%
|
|
|
Amica Mutual Insurance CO
|
Jul 25, 2024 Q2 2024 |
86,900
shares
|
$7.81 Million
0.86% of portfolio
|
Q4 2023
Added 59.87%
|
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
80,252
shares
|
$7.21 Million
0.0% of portfolio
|
Q2 2024
Reduced 6.34%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
79,224
shares
|
$7.12 Million
0.03% of portfolio
|
Q2 2024
Added 5.12%
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
72,504
shares
|
$6.52 Million
0.0% of portfolio
|
Q2 2024
Added 11.08%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2024 Q2 2024 |
70,525
shares
|
$6.34 Million
0.0% of portfolio
|
Q2 2024
Reduced 38.0%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
70,013
shares
|
$6.29 Million
0.01% of portfolio
|
Q2 2024
Added 309.84%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 13, 2024 Q2 2024 |
62,556
shares
|
$5.62 Million
0.01% of portfolio
|
Q2 2024
Reduced 9.0%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
61,033
shares
|
$5.49 Million
0.01% of portfolio
|
Q3 2024
Added 3.63%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
44,829
shares
|
$4.03 Million
0.12% of portfolio
|
Q3 2024
Added 60.61%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
41,494
shares
|
$3.73 Million
0.0% of portfolio
|
Q3 2024
Reduced 6.93%
|
|
|
Hrt Financial LP
New York, NY |
Aug 12, 2024 Q2 2024 |
39,227
shares
|
$3.53 Million
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Morgan Jess S & CO Inc
|
Oct 21, 2022 Q3 2022 |
39,190
shares
|
$3.52 Million
2.84% of portfolio
|
Q3 2022
Added 0.53%
|
|
|
Two Sigma Investments, LP
New York, NY |
Aug 14, 2024 Q2 2024 |
36,000
shares
|
$3.24 Million
0.01% of portfolio
|
Q2 2024
Added 200.0%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
35,884
shares
|
$3.22 Million
0.01% of portfolio
|
Q2 2024
Reduced 13.98%
|
|
|
Grimes & Company, Inc.
|
Oct 22, 2024 Q3 2024 |
33,220
shares
|
$2.99 Million
0.08% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
33,201
shares
|
$2.98 Million
0.0% of portfolio
|
Q3 2024
Reduced 11.55%
|
|
|
Spc Financial, Inc.
|
Oct 16, 2024 Q3 2024 |
29,775
shares
|
$2.68 Million
0.24% of portfolio
|
Q3 2024
Reduced 1.35%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
29,522
shares
|
$2.65 Million
0.01% of portfolio
|
Q3 2024
Reduced 22.53%
|
|
|
D.A. Davidson & Co.
|
Jul 31, 2024 Q2 2024 |
29,090
shares
|
$2.61 Million
0.03% of portfolio
|
Q2 2024
Added 14.55%
|