Institutional Ownership Ishares Tr (IEO)
This table provides information about the institutional ownership of Ishares Tr (IEO). We have compiled data on the 172 institutions that hold shares in the stock, with a total of 2.74 Million shares, which have been reported (via 13F filing form) to have a value of $253 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
360
shares
|
$33,260
0.0% of portfolio
|
Q2 2024
Reduced 62.5%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
315
shares
|
$29,102
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
280
shares
|
$25,869
0.0% of portfolio
|
Q4 2024
Added 12.0%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
272
shares
|
$25,130
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
263
shares
|
$24,298
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
250
shares
|
$23,097
0.02% of portfolio
|
Q2 2022
Reduced 28.57%
|
|
|
Albion Financial Group
|
Jan 17, 2025 Q4 2024 |
250
shares
|
$23,097
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
228
shares
|
$21,064
0.0% of portfolio
|
Q3 2024
Reduced 0.87%
|
|
|
Breakwater Investment Management
Seattle, WA |
Jan 14, 2025 Q4 2024 |
226
shares
|
$20,880
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Feb 03, 2025 Q4 2024 |
225
shares
|
$20,787
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 08, 2024 Q3 2024 |
202
shares
|
$18,662
0.0% of portfolio
|
Q2 2024
Added 0.5%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jan 17, 2025 Q4 2024 |
200
shares
|
$18,478
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
Feb 07, 2025 Q4 2024 |
189
shares
|
$17,461
0.01% of portfolio
|
Q4 2024
Added 0.53%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jan 07, 2025 Q4 2024 |
181
shares
|
$16,722
0.0% of portfolio
|
Q1 2024
Added 1.69%
|
|
|
High Mark Wealth Management LLC
|
Jan 31, 2025 Q4 2024 |
174
shares
|
$16,075
0.01% of portfolio
|
Q3 2024
Added 1.16%
|
|
|
Simplex Trading, LLC
|
Nov 08, 2024 Q3 2024 |
170
shares
|
$15,706
0.0% of portfolio
|
Q3 2024
Reduced 76.81%
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
158
shares
|
$14,597
0.0% of portfolio
|
Q1 2024
Added 0.64%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Jan 16, 2025 Q4 2024 |
157
shares
|
$14,505
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
153
shares
|
$14,135
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
150
shares
|
$13,858
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
133
shares
|
$12,287
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
127
shares
|
$11,733
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
127
shares
|
$11,733
0.0% of portfolio
|
Q4 2024
Reduced 45.96%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jan 24, 2025 Q4 2024 |
111
shares
|
$10,255
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Main Management LLC
San Francisco, CA |
Nov 15, 2024 Q3 2024 |
100
shares
|
$9,239
0.0% of portfolio
|
Q1 2024
New holding
|