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 |
|---|---|---|---|---|---|
|
Mezzasalma Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
11,620
shares
|
$1.04 Million
0.42% of portfolio
|
Q3 2024
Added 0.52%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 13, 2024 Q2 2024 |
11,335
shares
|
$1.02 Million
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
10,938
shares
|
$982,998
0.0% of portfolio
|
Q2 2024
Reduced 46.14%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
10,493
shares
|
$943,005
0.01% of portfolio
|
Q3 2024
Added 31.16%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
10,222
shares
|
$918,651
0.04% of portfolio
|
Q2 2024
Added 12.06%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
9,265
shares
|
$832,645
0.0% of portfolio
|
Q3 2024
Added 3.27%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
8,907
shares
|
$800,472
0.01% of portfolio
|
Q2 2024
Added 34.47%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 13, 2024 Q2 2024 |
8,750
shares
|
$786,362
0.0% of portfolio
|
Q2 2024
Added 0.02%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
8,700
shares
|
$781,869
0.03% of portfolio
|
Q3 2024
Reduced 2.52%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Aug 07, 2024 Q2 2024 |
8,590
shares
|
$771,983
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Guyasuta Investment Advisors Inc
|
Jul 22, 2024 Q2 2024 |
8,486
shares
|
$762,636
0.06% of portfolio
|
Q4 2023
Added 6.26%
|
|
|
Cypress Asset Management Inc
Houston, TX |
Jun 11, 2024 Q1 2024 |
8,125
shares
|
$730,193
0.24% of portfolio
|
Q1 2024
Reduced 0.14%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2024 Q2 2024 |
7,481
shares
|
$672,317
0.03% of portfolio
|
Q2 2024
Added 35.85%
|
|
|
Investors Research Corp
|
Jul 31, 2024 Q2 2024 |
7,047
shares
|
$633,313
0.17% of portfolio
|
Q2 2024
Added 64.65%
|
|
|
Mraz, Amerine & Associates, Inc.
|
Oct 23, 2024 Q3 2024 |
6,896
shares
|
$619,743
0.12% of portfolio
|
Q3 2024
Reduced 3.06%
|
|
|
Amica Retiree Medical Trust
|
Nov 03, 2023 Q3 2023 |
6,811
shares
|
$612,104
0.78% of portfolio
|
Q3 2023
New holding
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
Aug 01, 2024 Q2 2024 |
6,796
shares
|
$610,756
0.54% of portfolio
|
Q2 2024
Reduced 0.35%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2024 Q2 2024 |
6,782
shares
|
$609,498
0.05% of portfolio
|
Q2 2024
Reduced 0.41%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
6,627
shares
|
$595,568
0.0% of portfolio
|
Q3 2024
Reduced 46.78%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
6,219
shares
|
$558,901
0.0% of portfolio
|
Q2 2024
Reduced 7.8%
|
|
|
Crumly & Associates Inc.
|
Aug 02, 2024 Q2 2024 |
5,919
shares
|
$531,940
0.19% of portfolio
|
Q2 2024
Added 0.9%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
5,892
shares
|
$529,514
0.01% of portfolio
|
Q3 2024
Reduced 4.04%
|
|
|
Prudential Financial Inc
Newark, NJ |
Aug 13, 2024 Q2 2024 |
5,878
shares
|
$528,255
0.0% of portfolio
|
Q2 2024
Reduced 0.41%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
5,711
shares
|
$513,247
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
5,587
shares
|
$502,103
0.0% of portfolio
|
Q2 2024
Reduced 21.03%
|