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 2.57 Million shares, which have been reported (via 13F filing form) to have a value of $230 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
May 14, 2025 Q1 2025 |
1,955
shares
|
$175,128
0.0% of portfolio
|
Q1 2025
Reduced 2.15%
|
|
|
City State Bank
Norwalk, IA |
Apr 11, 2025 Q1 2025 |
1,800
shares
|
$161,244
0.06% of portfolio
|
Q3 2024
Added 5.88%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
1,614
shares
|
$144,582
0.0% of portfolio
|
Q4 2024
Added 116.64%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
1,550
shares
|
$138,849
0.01% of portfolio
|
Q2 2025
Reduced 24.39%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
1,542
shares
|
$138,132
0.0% of portfolio
|
Q1 2025
Added 31.12%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
1,298
shares
|
$116,274
0.0% of portfolio
|
Q1 2025
Added 38.82%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
1,145
shares
|
$102,569
0.0% of portfolio
|
Q4 2024
Reduced 3.38%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Apr 25, 2025 Q1 2025 |
1,133
shares
|
$101,494
0.06% of portfolio
|
Q1 2025
Added 0.53%
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Apr 22, 2025 Q1 2025 |
1,046
shares
|
$93,700
0.09% of portfolio
|
Q1 2025
Reduced 6.86%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,015
shares
|
$90,923
0.0% of portfolio
|
Q2 2021
Reduced 45.52%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
825
shares
|
$73,903
0.0% of portfolio
|
Q4 2024
Reduced 24.03%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
783
shares
|
$70,141
0.01% of portfolio
|
Q2 2025
Added 24.68%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
753
shares
|
$67,453
0.0% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Cx Institutional
|
Jul 11, 2025 Q2 2025 |
707
shares
|
$63,333
0.0% of portfolio
|
Q2 2025
Added 910.0%
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
700
shares
|
$62,706
0.0% of portfolio
|
Q3 2024
Reduced 12.5%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
592
shares
|
$53,031
0.0% of portfolio
|
Q1 2025
Added 16.31%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
May 05, 2025 Q1 2025 |
454
shares
|
$40,669
0.01% of portfolio
|
Q1 2025
Added 0.44%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
409
shares
|
$36,638
0.0% of portfolio
|
Q1 2025
Added 1.74%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
404
shares
|
$36,190
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
380
shares
|
$34,040
0.0% of portfolio
|
Q2 2025
Reduced 54.65%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
360
shares
|
$32,248
0.0% of portfolio
|
Q2 2024
Reduced 62.5%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
353
shares
|
$31,621
0.0% of portfolio
|
Q1 2025
Reduced 76.51%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
315
shares
|
$28,217
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
306
shares
|
$27,411
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
273
shares
|
$24,455
0.0% of portfolio
|
Q1 2025
Reduced 49.91%
|