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 |
|---|---|---|---|---|---|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
746
shares
|
$67,043
0.0% of portfolio
|
Q2 2024
Added 1719.51%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Aug 13, 2024 Q2 2024 |
742
shares
|
$66,683
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
736
shares
|
$66,144
0.0% of portfolio
|
Q3 2024
Added 3.08%
|
|
|
Simplex Trading, LLC
|
Jul 25, 2024 Q2 2024 |
733
shares
|
$65,874
0.0% of portfolio
|
Q2 2024
Reduced 59.28%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
700
shares
|
$62,909
0.0% of portfolio
|
Q3 2024
Reduced 12.5%
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
Jul 29, 2024 Q2 2024 |
687
shares
|
$61,740
0.0% of portfolio
|
Q1 2024
Reduced 43.64%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 14, 2024 Q2 2024 |
644
shares
|
$57,876
0.03% of portfolio
|
Q2 2024
Added 0.16%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
607
shares
|
$54,551
0.0% of portfolio
|
Q3 2024
Reduced 26.69%
|
|
|
Hollencrest Capital Management
|
Aug 12, 2024 Q2 2024 |
500
shares
|
$44,935
0.0% of portfolio
|
Q2 2024
Reduced 18.17%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2024 Q2 2024 |
450
shares
|
$40,441
0.0% of portfolio
|
Q2 2024
Reduced 61.7%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Oct 21, 2024 Q3 2024 |
449
shares
|
$40,351
0.01% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Sep 20, 2024 Q2 2024 |
404
shares
|
$36,307
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Aug 09, 2024 Q2 2024 |
360
shares
|
$32,353
0.0% of portfolio
|
Q2 2024
Reduced 62.5%
|
|
|
Hilltop National Bank
Casper, WY |
Oct 15, 2024 Q3 2024 |
315
shares
|
$28,309
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
296
shares
|
$26,601
0.0% of portfolio
|
Q3 2024
Added 20.33%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Oct 17, 2024 Q3 2024 |
292
shares
|
$26,242
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
279
shares
|
$25,073
0.01% of portfolio
|
Q3 2024
Added 0.72%
|
|
|
Cedar Mountain Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
257
shares
|
$23,096
0.01% of portfolio
|
Q3 2024
Added 0.78%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
250
shares
|
$22,467
0.02% of portfolio
|
Q2 2022
Reduced 28.57%
|
|
|
Albion Financial Group
|
Oct 09, 2024 Q3 2024 |
250
shares
|
$22,467
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
235
shares
|
$21,119
0.0% of portfolio
|
Q4 2023
Reduced 69.04%
|
|
|
Comerica Bank
|
Aug 15, 2024 Q2 2024 |
230
shares
|
$20,670
0.0% of portfolio
|
Q2 2024
Reduced 27.67%
|
|
|
Breakwater Investment Management
Seattle, WA |
Aug 08, 2024 Q2 2024 |
226
shares
|
$20,310
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Oct 29, 2024 Q3 2024 |
225
shares
|
$20,220
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Aug 13, 2024 Q2 2024 |
202
shares
|
$18,153
0.0% of portfolio
|
Q2 2024
Added 0.5%
|