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 |
|---|---|---|---|---|---|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
5,159
shares
|
$463,639
0.0% of portfolio
|
Q2 2024
Added 0.33%
|
|
|
Alta Wealth Advisors LLC
|
Oct 18, 2024 Q3 2024 |
4,557
shares
|
$409,537
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Altfest L J & CO Inc
|
Aug 07, 2024 Q2 2024 |
4,552
shares
|
$409,088
0.06% of portfolio
|
Q2 2024
Reduced 6.2%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
4,445
shares
|
$399,472
0.15% of portfolio
|
Q1 2024
Reduced 20.65%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2024 Q2 2024 |
4,403
shares
|
$395,697
0.01% of portfolio
|
Q2 2024
Added 1.06%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
4,132
shares
|
$371,342
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 30, 2024 Q2 2024 |
3,986
shares
|
$358,221
0.01% of portfolio
|
Q2 2024
Added 0.25%
|
|
|
Cx Institutional
|
Oct 11, 2024 Q3 2024 |
3,815
shares
|
$342,854
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Trexquant Investment LP
Stamford, CT |
Aug 13, 2024 Q2 2024 |
3,568
shares
|
$320,656
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Poehling Capital Management, Inc.
Madison, WI |
Aug 08, 2024 Q2 2024 |
3,500
shares
|
$314,545
0.1% of portfolio
|
Q1 2022
New holding
|
|
|
Advisory Services Network, LLC
|
Aug 13, 2024 Q2 2024 |
3,498
shares
|
$314,365
0.01% of portfolio
|
Q2 2024
Added 16.37%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
3,225
shares
|
$289,830
0.0% of portfolio
|
Q2 2024
Added 9.28%
|
|
|
Jones Financial Companies Lllp
|
Aug 14, 2024 Q2 2024 |
3,006
shares
|
$270,149
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Fiduciary Trust CO
Boston, MA |
Aug 14, 2024 Q2 2024 |
3,005
shares
|
$270,059
0.0% of portfolio
|
Q1 2023
Added 20.68%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
2,991
shares
|
$268,801
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 15, 2024 Q2 2024 |
2,972
shares
|
$267,093
0.03% of portfolio
|
Q1 2024
Reduced 4.22%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 02, 2024 Q2 2024 |
2,961
shares
|
$266,105
0.0% of portfolio
|
Q2 2024
Added 0.58%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Oct 08, 2024 Q3 2024 |
2,900
shares
|
$260,623
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Scotia Capital Inc.
|
Aug 14, 2024 Q2 2024 |
2,899
shares
|
$260,533
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Dakota Wealth Management
|
Oct 23, 2024 Q3 2024 |
2,870
shares
|
$257,926
0.01% of portfolio
|
Q2 2024
Added 23.71%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 12, 2024 Q2 2024 |
2,761
shares
|
$248,131
0.0% of portfolio
|
Q2 2024
Added 0.44%
|
|
|
Citigroup Inc
|
Aug 12, 2024 Q2 2024 |
2,749
shares
|
$247,052
0.0% of portfolio
|
Q1 2023
Added 0.04%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
2,682
shares
|
$241,031
0.0% of portfolio
|
Q3 2024
Reduced 6.94%
|
|
|
Prospera Financial Services Inc
|
Aug 13, 2024 Q2 2024 |
2,673
shares
|
$240,222
0.01% of portfolio
|
Q1 2024
Reduced 1.08%
|
|
|
Gsa Capital Partners LLP
London, X0 |
Aug 15, 2024 Q2 2024 |
2,544
shares
|
$228,629
0.02% of portfolio
|
Q2 2024
New holding
|