Institutional Ownership Ishares Tr (IEZ)
This table provides information about the institutional ownership of Ishares Tr (IEZ). We have compiled data on the 88 institutions that hold shares in the stock, with a total of 3.66 Million shares, which have been reported (via 13F filing form) to have a value of $59.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
926,755
shares
|
$15.1 Million
0.0% of portfolio
|
Q1 2025
Reduced 20.45%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
313,106
shares
|
$5.08 Million
0.01% of portfolio
|
Q1 2025
Added 14.83%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
230,207
shares
|
$3.74 Million
0.0% of portfolio
|
Q1 2025
Added 6.2%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
184,937
shares
|
$3 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.48%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
184,547
shares
|
$3 Million
0.01% of portfolio
|
Q1 2025
Added 6.94%
|
|
|
Van Cleef Asset Management,Inc
Beachwood, OH |
Apr 30, 2025 Q1 2025 |
175,712
shares
|
$2.85 Million
0.4% of portfolio
|
Q1 2025
Reduced 0.84%
|
|
|
Amica Mutual Insurance CO
|
May 13, 2025 Q1 2025 |
161,594
shares
|
$2.62 Million
0.35% of portfolio
|
Q3 2024
Reduced 13.76%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
110,396
shares
|
$1.79 Million
0.0% of portfolio
|
Q1 2025
Added 23.69%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
102,875
shares
|
$1.67 Million
0.0% of portfolio
|
Q1 2025
Reduced 26.88%
|
|
|
Genesee Capital Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
100,578
shares
|
$1.63 Million
1.01% of portfolio
|
Q1 2025
Reduced 4.3%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
99,986
shares
|
$1.62 Million
0.02% of portfolio
|
Q1 2025
Added 99.16%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Apr 11, 2025 Q1 2025 |
81,462
shares
|
$1.32 Million
0.19% of portfolio
|
Q1 2025
Added 384.06%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
73,668
shares
|
$1.2 Million
0.03% of portfolio
|
Q1 2025
Added 6.51%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
58,236
shares
|
$945,752
0.0% of portfolio
|
Q3 2024
Reduced 9.14%
|
|
|
Cottonwood Capital Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
53,842
shares
|
$874,394
0.83% of portfolio
|
Q1 2025
Reduced 1.04%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
50,983
shares
|
$827,963
0.0% of portfolio
|
Q1 2025
Reduced 41.29%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
42,768
shares
|
$694,552
0.0% of portfolio
|
Q1 2025
Reduced 9.17%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
42,226
shares
|
$685,750
0.0% of portfolio
|
Q1 2025
Reduced 66.99%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
40,783
shares
|
$662,315
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
36,065
shares
|
$585,695
0.0% of portfolio
|
Q1 2025
Added 105.18%
|
|
|
Patten & Patten Inc
|
May 07, 2025 Q1 2025 |
33,445
shares
|
$543,146
0.05% of portfolio
|
Q1 2025
Added 59.91%
|
|
|
Medici Capital LLC
Newport Beach, CA |
Apr 17, 2025 Q1 2025 |
30,000
shares
|
$487,199
0.71% of portfolio
|
Q4 2024
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
27,718
shares
|
$450,140
0.01% of portfolio
|
Q1 2025
Added 15.71%
|
|
|
Main Street Financial Solutions, LLC
|
May 08, 2025 Q1 2025 |
27,121
shares
|
$440,445
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
26,851
shares
|
$436,060
0.02% of portfolio
|
Q1 2025
New holding
|