Institutional Ownership Ishares Tr (IEO)
This table provides information about the institutional ownership of Ishares Tr (IEO). We have compiled data on the 170 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 $205 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 06, 2025 Q3 2025 |
21,701
shares
|
$2.05 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.46%
|
|
|
Martin & CO Inc
Knoxville, TN |
Nov 07, 2025 Q3 2025 |
21,679
shares
|
$2.05 Million
0.39% of portfolio
|
Q3 2025
Added 1.01%
|
|
|
Cottonwood Capital Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
20,786
shares
|
$1.97 Million
1.53% of portfolio
|
Q3 2025
Reduced 0.33%
|
|
|
Carret Asset Management, LLC
|
Nov 13, 2025 Q3 2025 |
20,556
shares
|
$1.94 Million
0.19% of portfolio
|
Q3 2025
Reduced 0.84%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
20,492
shares
|
$1.94 Million
0.0% of portfolio
|
Q3 2025
Reduced 7.08%
|
|
|
Audent Global Asset Management, LLC
West Hollywood, CA |
Nov 04, 2025 Q3 2025 |
19,498
shares
|
$1.84 Million
1.37% of portfolio
|
Q3 2025
Added 6.22%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
18,072
shares
|
$1.71 Million
0.1% of portfolio
|
Q3 2025
Added 27.85%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
17,996
shares
|
$1.7 Million
0.0% of portfolio
|
Q3 2025
Reduced 9.89%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
17,255
shares
|
$1.63 Million
0.0% of portfolio
|
Q3 2025
Reduced 28.85%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
17,137
shares
|
$1.62 Million
0.0% of portfolio
|
Q3 2025
Reduced 5.14%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
16,200
shares
|
$1.53 Million
0.06% of portfolio
|
Q3 2022
Reduced 2.13%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
15,949
shares
|
$1.51 Million
0.29% of portfolio
|
Q3 2022
New holding
|
|
|
Wealth Management Partners, LLC
|
Oct 21, 2025 Q3 2025 |
15,933
shares
|
$1.51 Million
0.54% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
15,882
shares
|
$1.5 Million
0.0% of portfolio
|
Q3 2025
Reduced 3.65%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
13,683
shares
|
$1.29 Million
0.01% of portfolio
|
Q3 2025
Reduced 26.16%
|
|
|
Independent Family Office, LLC
|
Nov 13, 2025 Q3 2025 |
12,754
shares
|
$1.21 Million
0.51% of portfolio
|
Q3 2025
Reduced 4.08%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
12,504
shares
|
$1.18 Million
0.0% of portfolio
|
Q3 2025
Added 20.71%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 06, 2025 Q3 2025 |
11,291
shares
|
$1.07 Million
0.05% of portfolio
|
Q3 2025
Reduced 7.34%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
10,757
shares
|
$1.02 Million
0.0% of portfolio
|
Q3 2025
Reduced 31.51%
|
|
|
Pcg Wealth Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
10,344
shares
|
$978,542
0.31% of portfolio
|
Q3 2025
Reduced 1.94%
|
|
|
Enclave Advisors LLC
Austin, TX |
Oct 14, 2025 Q3 2025 |
10,191
shares
|
$964,068
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Mezzasalma Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
9,066
shares
|
$857,643
0.23% of portfolio
|
Q3 2025
Reduced 0.31%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
8,474
shares
|
$801,640
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Oct 14, 2025 Q3 2025 |
8,344
shares
|
$789,342
0.2% of portfolio
|
Q3 2025
Added 0.71%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
8,177
shares
|
$773,544
0.02% of portfolio
|
Q3 2025
Reduced 49.71%
|
|