Institutional Ownership Ishares Tr (IEZ)
This table provides information about the institutional ownership of Ishares Tr (IEZ). We have compiled data on the 75 institutions that hold shares in the stock, with a total of 2.91 Million shares, which have been reported (via 13F filing form) to have a value of $51.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
650,424
shares
|
$11.4 Million
0.0% of portfolio
|
Q2 2025
Reduced 29.82%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
203,837
shares
|
$3.59 Million
0.0% of portfolio
|
Q2 2025
Added 10.22%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
184,813
shares
|
$3.25 Million
0.0% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Van Cleef Asset Management,Inc
Beachwood, OH |
Aug 06, 2025 Q2 2025 |
163,074
shares
|
$2.87 Million
0.31% of portfolio
|
Q2 2025
Reduced 7.19%
|
|
|
Amica Mutual Insurance CO
|
Aug 07, 2025 Q2 2025 |
138,177
shares
|
$2.43 Million
0.23% of portfolio
|
Q2 2025
Reduced 14.49%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
111,029
shares
|
$1.95 Million
0.0% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
Genesee Capital Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
108,428
shares
|
$1.91 Million
0.85% of portfolio
|
Q2 2025
Added 7.8%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
107,846
shares
|
$1.9 Million
0.0% of portfolio
|
Q2 2025
Added 155.4%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
89,125
shares
|
$1.57 Million
0.0% of portfolio
|
Q2 2025
Added 243.09%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
79,775
shares
|
$1.4 Million
0.03% of portfolio
|
Q2 2025
Added 8.29%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
78,567
shares
|
$1.38 Million
0.01% of portfolio
|
Q2 2025
Reduced 21.42%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
78,494
shares
|
$1.38 Million
0.0% of portfolio
|
Q2 2025
Reduced 74.93%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
76,089
shares
|
$1.34 Million
0.02% of portfolio
|
Q2 2025
Added 194.53%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
59,468
shares
|
$1.05 Million
0.0% of portfolio
|
Q2 2025
Added 281.87%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
58,236
shares
|
$1.02 Million
0.0% of portfolio
|
Q3 2024
Reduced 9.14%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
55,229
shares
|
$972,030
0.0% of portfolio
|
Q2 2025
Added 35.42%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
53,762
shares
|
$946,211
0.0% of portfolio
|
Q2 2025
Added 25.71%
|
|
|
Cottonwood Capital Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
53,487
shares
|
$941,371
0.66% of portfolio
|
Q2 2025
Reduced 0.66%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
50,615
shares
|
$890,824
0.0% of portfolio
|
Q2 2025
Reduced 50.8%
|
|
|
Quadrature Capital LTD
London, X0 |
Aug 13, 2025 Q2 2025 |
46,359
shares
|
$815,918
0.01% of portfolio
|
Q2 2025
Added 221.85%
|
|
|
Main Street Financial Solutions, LLC
|
Aug 14, 2025 Q2 2025 |
38,421
shares
|
$676,209
0.05% of portfolio
|
Q2 2025
Added 41.67%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
36,457
shares
|
$641,643
0.0% of portfolio
|
Q2 2025
Added 58.67%
|
|
|
Patten & Patten Inc
|
Jul 28, 2025 Q2 2025 |
31,720
shares
|
$558,272
0.04% of portfolio
|
Q2 2025
Reduced 5.16%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
29,545
shares
|
$519,992
0.0% of portfolio
|
Q2 2025
Reduced 18.08%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
27,889
shares
|
$490,846
0.0% of portfolio
|
Q2 2025
Reduced 87.89%
|