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 |
|---|---|---|---|---|---|
|
Amica Retiree Medical Trust
|
Nov 12, 2024 Q3 2024 |
19,249
shares
|
$425,210
0.32% of portfolio
|
Q3 2024
Added 28.93%
|
|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
18,677
shares
|
$412,574
0.37% of portfolio
|
Q3 2023
Added 12.58%
|
|
|
Waldron Private Wealth LLC
|
Oct 21, 2024 Q3 2024 |
18,660
shares
|
$412,199
0.02% of portfolio
|
Q4 2023
Reduced 11.88%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
18,273
shares
|
$403,650
0.0% of portfolio
|
Q3 2024
Reduced 46.45%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Oct 16, 2024 Q3 2024 |
17,079
shares
|
$377,275
0.04% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
16,524
shares
|
$365,015
0.01% of portfolio
|
Q1 2021
Reduced 96.53%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
14,919
shares
|
$329,560
0.03% of portfolio
|
Q3 2024
Added 202.74%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 15, 2023 Q1 2023 |
14,381
shares
|
$317,676
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Marshall Wace, LLP
London, X0 |
Nov 14, 2024 Q3 2024 |
13,726
shares
|
$303,207
0.0% of portfolio
|
Q3 2024
Added 11.95%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
12,215
shares
|
$269,829
0.01% of portfolio
|
Q3 2024
Reduced 10.11%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
11,813
shares
|
$260,949
0.0% of portfolio
|
Q3 2024
Reduced 73.17%
|
|
|
Ntv Asset Management LLC
|
Oct 31, 2024 Q3 2024 |
11,058
shares
|
$244,271
0.03% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
10,362
shares
|
$228,896
0.0% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
10,000
shares
|
$220,900
0.07% of portfolio
|
Q4 2020
New holding
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
8,915
shares
|
$196,932
0.08% of portfolio
|
Q1 2024
Reduced 2.41%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
8,800
shares
|
$194,392
0.0% of portfolio
|
Q3 2024
Added 57.17%
|
|
|
Toth Financial Advisory Corp
|
Oct 21, 2024 Q3 2024 |
6,375
shares
|
$140,823
0.02% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
5,138
shares
|
$113,498
0.0% of portfolio
|
Q1 2024
Reduced 4.64%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
2,650
shares
|
$58,538
0.0% of portfolio
|
Q4 2023
Added 0.57%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
2,162
shares
|
$47,758
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
1,826
shares
|
$40,336
0.0% of portfolio
|
Q2 2024
Added 6.78%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
1,519
shares
|
$33,554
0.0% of portfolio
|
Q1 2024
Reduced 28.85%
|
|
|
Washington Trust CO
|
Oct 25, 2024 Q3 2024 |
1,375
shares
|
$30,373
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Cedar Mountain Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
1,115
shares
|
$24,630
0.0% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
1,080
shares
|
$23,857
0.01% of portfolio
|
Q3 2024
Added 0.28%
|