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 2.62 Million shares, which have been reported (via 13F filing form) to have a value of $242 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cottonwood Capital Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
21,715
shares
|
$2.01 Million
1.5% of portfolio
|
Q4 2024
Reduced 5.12%
|
|
|
Martin & CO Inc
Knoxville, TN |
Jan 31, 2025 Q4 2024 |
21,484
shares
|
$1.98 Million
0.52% of portfolio
|
Q4 2024
Reduced 4.49%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
20,431
shares
|
$1.89 Million
0.09% of portfolio
|
Q3 2024
Added 20.06%
|
|
|
Stegent Equity Advisors, Inc.
Houston, TX |
Oct 18, 2024 Q3 2024 |
20,069
shares
|
$1.85 Million
2.36% of portfolio
|
Q3 2024
Reduced 8.05%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
19,631
shares
|
$1.81 Million
0.02% of portfolio
|
Q3 2024
Reduced 3.2%
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Nov 08, 2024 Q3 2024 |
19,364
shares
|
$1.79 Million
0.55% of portfolio
|
Q3 2024
Reduced 5.28%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
19,267
shares
|
$1.78 Million
0.0% of portfolio
|
Q3 2024
Reduced 46.31%
|
|
|
Independent Family Office, LLC
|
Nov 14, 2024 Q3 2024 |
17,056
shares
|
$1.58 Million
0.79% of portfolio
|
Q3 2024
Added 38.88%
|
|
|
Pcg Wealth Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
16,499
shares
|
$1.52 Million
0.57% of portfolio
|
Q4 2024
Added 18.1%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
16,482
shares
|
$1.52 Million
0.0% of portfolio
|
Q3 2024
Added 23.51%
|
|
|
Wealth Management Partners, LLC
|
Jan 16, 2025 Q4 2024 |
16,313
shares
|
$1.51 Million
0.64% of portfolio
|
Q4 2024
Added 16.07%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
16,200
shares
|
$1.5 Million
0.06% of portfolio
|
Q3 2022
Reduced 2.13%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
16,152
shares
|
$1.49 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.85%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
16,135
shares
|
$1.49 Million
0.0% of portfolio
|
Q3 2024
Added 188.8%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
15,949
shares
|
$1.47 Million
0.29% of portfolio
|
Q3 2022
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
15,934
shares
|
$1.47 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Viawealth, LLC
Overland Park, KS |
Nov 12, 2024 Q3 2024 |
15,286
shares
|
$1.41 Million
0.81% of portfolio
|
Q3 2024
Added 3.81%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
13,878
shares
|
$1.28 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.09%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
12,816
shares
|
$1.18 Million
0.01% of portfolio
|
Q4 2024
Reduced 54.97%
|
|
|
Audent Global Asset Management, LLC
West Hollywood, CA |
Nov 14, 2024 Q3 2024 |
11,753
shares
|
$1.09 Million
1.84% of portfolio
|
Q3 2024
Reduced 5.06%
|
|
|
Hrt Financial LP
New York, NY |
Nov 12, 2024 Q3 2024 |
11,541
shares
|
$1.07 Million
0.01% of portfolio
|
Q3 2024
Reduced 70.58%
|
|
|
Investors Research Corp
|
Nov 12, 2024 Q3 2024 |
10,749
shares
|
$992,885
0.22% of portfolio
|
Q3 2024
Added 52.53%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
10,707
shares
|
$989,005
0.01% of portfolio
|
Q3 2024
Reduced 26.16%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
10,493
shares
|
$969,238
0.01% of portfolio
|
Q3 2024
Added 31.16%
|
|
|
Enclave Advisors LLC
Austin, TX |
Jan 16, 2025 Q4 2024 |
10,191
shares
|
$941,342
0.15% of portfolio
|
Q3 2024
New holding
|