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 |
|---|---|---|---|---|---|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
2,512
shares
|
$225,753
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2024 Q2 2024 |
2,441
shares
|
$219,372
0.0% of portfolio
|
Q2 2024
Reduced 30.83%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
2,377
shares
|
$213,620
0.01% of portfolio
|
Q3 2024
Reduced 1.29%
|
|
|
Benedict Financial Advisors Inc
|
Oct 24, 2024 Q3 2024 |
2,371
shares
|
$213,081
0.05% of portfolio
|
Q3 2024
Reduced 5.39%
|
|
|
Joseph P. Lucia & Associates, LLC
|
Oct 23, 2024 Q3 2024 |
2,315
shares
|
$208,049
0.11% of portfolio
|
Q3 2024
Reduced 15.66%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2024 Q2 2024 |
2,304
shares
|
$207,060
0.01% of portfolio
|
Q2 2024
Reduced 35.89%
|
|
|
First Horizon Advisors, Inc.
|
Jul 19, 2024 Q2 2024 |
2,262
shares
|
$203,285
0.01% of portfolio
|
Q3 2023
Reduced 6.1%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
2,254
shares
|
$202,566
0.0% of portfolio
|
Q3 2024
Reduced 9.19%
|
|
|
Essex Financial Services, Inc.
|
Oct 24, 2024 Q3 2024 |
2,210
shares
|
$198,612
0.01% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
Aug 13, 2024 Q2 2024 |
2,078
shares
|
$186,749
0.01% of portfolio
|
Q2 2024
Reduced 5.8%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
2,050
shares
|
$184,233
0.02% of portfolio
|
Q1 2024
Reduced 46.14%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Aug 12, 2024 Q2 2024 |
2,010
shares
|
$180,638
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Blair William & CO
Chicago, IL |
Aug 12, 2024 Q2 2024 |
1,911
shares
|
$171,741
0.0% of portfolio
|
Q2 2024
Reduced 3.04%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Aug 13, 2024 Q2 2024 |
1,825
shares
|
$164,012
0.01% of portfolio
|
Q4 2022
Reduced 54.09%
|
|
|
City State Bank
Norwalk, IA |
Oct 10, 2024 Q3 2024 |
1,800
shares
|
$161,766
0.06% of portfolio
|
Q3 2024
Added 5.88%
|
|
|
Parallel Advisors, LLC
|
Aug 08, 2024 Q2 2024 |
1,623
shares
|
$145,859
0.0% of portfolio
|
Q2 2024
Reduced 8.46%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
1,473
shares
|
$132,378
0.01% of portfolio
|
Q3 2024
Added 7.28%
|
|
|
Centaurus Financial, Inc.
|
Sep 20, 2024 Q2 2024 |
1,405
shares
|
$126,267
0.01% of portfolio
|
Q2 2024
Reduced 26.4%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2024 Q2 2024 |
1,387
shares
|
$124,649
0.0% of portfolio
|
Q1 2024
Reduced 4.67%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 28, 2024 Q3 2024 |
1,121
shares
|
$100,744
0.05% of portfolio
|
Q3 2024
Added 0.63%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
1,050
shares
|
$94,363
0.0% of portfolio
|
Q1 2024
Reduced 44.44%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Aug 14, 2024 Q2 2024 |
1,023
shares
|
$91,937
0.0% of portfolio
|
Q4 2022
Added 86.68%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,015
shares
|
$91,218
0.0% of portfolio
|
Q2 2021
Reduced 45.52%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 08, 2024 Q2 2024 |
976
shares
|
$87,713
0.0% of portfolio
|
Q1 2024
Added 457.71%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
959
shares
|
$86,185
0.0% of portfolio
|
Q2 2024
Reduced 2.34%
|