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 |
|---|---|---|---|---|---|
|
Mezzasalma Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
9,612
shares
|
$887,860
0.29% of portfolio
|
Q4 2024
Reduced 17.28%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
9,265
shares
|
$855,808
0.0% of portfolio
|
Q3 2024
Added 3.27%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
9,153
shares
|
$845,462
0.03% of portfolio
|
Q4 2024
Added 5.21%
|
|
|
Cx Institutional
|
Jan 21, 2025 Q4 2024 |
8,858
shares
|
$818,213
0.03% of portfolio
|
Q4 2024
Added 132.19%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
8,677
shares
|
$801,494
0.0% of portfolio
|
Q3 2024
Reduced 0.83%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
8,402
shares
|
$776,092
0.0% of portfolio
|
Q3 2024
Reduced 67.71%
|
|
|
Cypress Asset Management Inc
Houston, TX |
Jun 11, 2024 Q1 2024 |
8,125
shares
|
$750,506
0.24% of portfolio
|
Q1 2024
Reduced 0.14%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jan 13, 2025 Q4 2024 |
7,617
shares
|
$703,582
0.21% of portfolio
|
Q1 2023
Reduced 9.75%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
7,468
shares
|
$689,819
0.0% of portfolio
|
Q3 2024
Added 171.66%
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
Nov 06, 2024 Q3 2024 |
7,053
shares
|
$651,485
0.47% of portfolio
|
Q3 2024
Added 3.78%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
7,000
shares
|
$646,590
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
6,841
shares
|
$631,903
0.04% of portfolio
|
Q3 2024
Added 0.87%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
6,819
shares
|
$629,871
0.02% of portfolio
|
Q3 2024
Reduced 39.84%
|
|
|
Guyasuta Investment Advisors Inc
|
Jan 30, 2025 Q4 2024 |
6,709
shares
|
$619,710
0.04% of portfolio
|
Q4 2024
Reduced 17.05%
|
|
|
Mraz, Amerine & Associates, Inc.
|
Jan 31, 2025 Q4 2024 |
6,614
shares
|
$610,935
0.11% of portfolio
|
Q4 2024
Reduced 4.09%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
6,144
shares
|
$567,521
0.0% of portfolio
|
Q3 2024
Reduced 43.83%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
6,124
shares
|
$565,673
0.0% of portfolio
|
Q4 2024
Reduced 7.59%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
5,972
shares
|
$551,633
0.0% of portfolio
|
Q3 2024
Reduced 3.97%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
5,683
shares
|
$524,938
0.0% of portfolio
|
Q3 2024
Reduced 36.2%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
5,639
shares
|
$520,874
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
5,151
shares
|
$475,797
0.01% of portfolio
|
Q4 2024
Reduced 67.36%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
5,086
shares
|
$469,793
0.0% of portfolio
|
Q3 2024
Reduced 1.42%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
4,975
shares
|
$459,540
0.01% of portfolio
|
Q3 2024
Added 24.81%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
4,806
shares
|
$443,930
0.0% of portfolio
|
Q4 2024
Reduced 12.95%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
4,707
shares
|
$434,785
0.01% of portfolio
|
Q4 2024
Reduced 20.11%
|