Institutional Ownership Ishares Tr (IEZ)
This table provides information about the institutional ownership of Ishares Tr (IEZ). We have compiled data on the 68 institutions that hold shares in the stock, with a total of 3.43 Million shares, which have been reported (via 13F filing form) to have a value of $75.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
875,889
shares
|
$19.3 Million
0.0% of portfolio
|
Q3 2024
Reduced 12.27%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
391,113
shares
|
$8.64 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.04%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
208,544
shares
|
$4.61 Million
0.0% of portfolio
|
Q3 2024
Reduced 20.78%
|
|
|
Van Cleef Asset Management,Inc
Beachwood, OH |
Nov 04, 2024 Q3 2024 |
177,036
shares
|
$3.91 Million
0.41% of portfolio
|
Q3 2024
Reduced 2.28%
|
|
|
Genesee Capital Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
171,488
shares
|
$3.79 Million
1.7% of portfolio
|
Q3 2024
Added 4.13%
|
|
|
Amica Mutual Insurance CO
|
Nov 12, 2024 Q3 2024 |
161,594
shares
|
$3.57 Million
0.31% of portfolio
|
Q3 2024
Reduced 13.76%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
157,902
shares
|
$3.49 Million
0.0% of portfolio
|
Q3 2024
Added 215.22%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
136,681
shares
|
$3.02 Million
0.0% of portfolio
|
Q3 2024
Added 44.1%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
111,080
shares
|
$2.45 Million
0.0% of portfolio
|
Q3 2024
Added 3.69%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
95,790
shares
|
$2.12 Million
0.0% of portfolio
|
Q3 2024
Reduced 37.75%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
85,715
shares
|
$1.89 Million
0.0% of portfolio
|
Q3 2024
Added 48.11%
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
76,539
shares
|
$1.69 Million
0.0% of portfolio
|
Q3 2024
Added 16.09%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
62,332
shares
|
$1.38 Million
0.03% of portfolio
|
Q3 2024
Added 8.49%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
58,236
shares
|
$1.29 Million
0.0% of portfolio
|
Q3 2024
Reduced 9.14%
|
|
|
Cottonwood Capital Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
55,626
shares
|
$1.23 Million
0.88% of portfolio
|
Q3 2024
Reduced 20.46%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
47,616
shares
|
$1.05 Million
0.0% of portfolio
|
Q3 2024
Reduced 17.05%
|
|
|
Grimes & Company, Inc.
|
Oct 22, 2024 Q3 2024 |
47,534
shares
|
$1.05 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.48%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
46,312
shares
|
$1.02 Million
0.0% of portfolio
|
Q3 2024
Added 132.68%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Nov 08, 2024 Q3 2024 |
38,514
shares
|
$850,774
0.48% of portfolio
|
Q2 2024
Added 32.05%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
34,531
shares
|
$762,789
0.02% of portfolio
|
Q3 2024
Reduced 15.58%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
29,948
shares
|
$661,551
0.0% of portfolio
|
Q3 2024
Added 9.63%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
29,206
shares
|
$645,160
0.0% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
26,398
shares
|
$583,131
0.01% of portfolio
|
Q3 2024
Reduced 6.04%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
26,229
shares
|
$579,398
0.0% of portfolio
|
Q3 2024
Reduced 89.95%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
24,382
shares
|
$538,598
0.06% of portfolio
|
Q3 2022
Reduced 11.68%
|