Institutional Ownership Ishares Tr (IEZ)
This table provides information about the institutional ownership of Ishares Tr (IEZ). We have compiled data on the 74 institutions that hold shares in the stock, with a total of 2.56 Million shares, which have been reported (via 13F filing form) to have a value of $52.9 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Patten & Patten Inc
|
Oct 31, 2025 Q3 2025 |
20,455
shares
|
$423,418
0.02% of portfolio
|
Q3 2025
Reduced 35.51%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
20,269
shares
|
$419,568
0.0% of portfolio
|
Q3 2025
Added 14.47%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
19,974
shares
|
$413,461
0.0% of portfolio
|
Q3 2025
Reduced 9.78%
|
|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
18,677
shares
|
$386,613
0.37% of portfolio
|
Q3 2023
Added 12.58%
|
|
|
Waldron Private Wealth LLC
|
Oct 29, 2025 Q3 2025 |
18,660
shares
|
$386,262
0.01% of portfolio
|
Q4 2023
Reduced 11.88%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
16,524
shares
|
$342,046
0.01% of portfolio
|
Q1 2021
Reduced 96.53%
|
|
|
Amica Retiree Medical Trust
|
Nov 07, 2025 Q3 2025 |
14,293
shares
|
$295,865
0.38% of portfolio
|
Q1 2025
Reduced 19.28%
|
|
|
Family Firm, Inc.
|
Aug 08, 2025 Q2 2025 |
13,422
shares
|
$277,835
0.05% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
10,094
shares
|
$208,945
0.0% of portfolio
|
Q3 2025
Added 10.75%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
10,000
shares
|
$207,000
0.07% of portfolio
|
Q4 2020
New holding
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
8,915
shares
|
$184,540
0.08% of portfolio
|
Q1 2024
Reduced 2.41%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
8,504
shares
|
$176,032
0.0% of portfolio
|
Q3 2025
Reduced 45.33%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
8,330
shares
|
$172,431
0.0% of portfolio
|
Q3 2025
Reduced 5.68%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
6,539
shares
|
$135,357
0.0% of portfolio
|
Q3 2025
Reduced 6.71%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
6,429
shares
|
$133,080
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
5,372
shares
|
$111,200
0.01% of portfolio
|
Q3 2025
Reduced 30.75%
|
|
|
Toth Financial Advisory Corp
|
Oct 09, 2025 Q3 2025 |
4,100
shares
|
$84,870
0.01% of portfolio
|
Q2 2025
Reduced 35.69%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
3,954
shares
|
$81,847
0.0% of portfolio
|
Q3 2025
Reduced 55.25%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
3,544
shares
|
$73,360
0.0% of portfolio
|
Q3 2025
Reduced 32.06%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
2,650
shares
|
$54,855
0.0% of portfolio
|
Q4 2023
Added 0.57%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
2,300
shares
|
$47,610
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
1,841
shares
|
$38,108
0.0% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
1,576
shares
|
$32,623
0.0% of portfolio
|
Q2 2025
Reduced 13.69%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
1,092
shares
|
$22,604
0.0% of portfolio
|
Q3 2025
Added 0.37%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
770
shares
|
$15,939
0.0% of portfolio
|
Q3 2025
New holding
|
|