Institutional Ownership Ishares Tr (IEZ)
This table provides information about the institutional ownership of Ishares Tr (IEZ). We have compiled data on the 86 institutions that hold shares in the stock, with a total of 3.57 Million shares, which have been reported (via 13F filing form) to have a value of $62.1 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
7,338
shares
|
$127,827
0.0% of portfolio
|
Q4 2024
Reduced 12.18%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
5,382
shares
|
$93,754
0.0% of portfolio
|
Q1 2025
Reduced 25.84%
|
|
|
Toth Financial Advisory Corp
|
Jul 14, 2025 Q2 2025 |
4,100
shares
|
$71,422
0.01% of portfolio
|
Q2 2025
Reduced 35.69%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
3,203
shares
|
$55,796
0.0% of portfolio
|
Q1 2025
Added 5519.3%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
2,650
shares
|
$46,163
0.0% of portfolio
|
Q4 2023
Added 0.57%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
1,841
shares
|
$32,070
0.0% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
1,576
shares
|
$27,453
0.0% of portfolio
|
Q2 2025
Reduced 13.69%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
1,519
shares
|
$26,460
0.0% of portfolio
|
Q1 2024
Reduced 28.85%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
1,150
shares
|
$20,033
0.0% of portfolio
|
Q1 2025
Reduced 61.93%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
1,085
shares
|
$18,900
0.01% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
870
shares
|
$15,155
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
800
shares
|
$13,936
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
703
shares
|
$12,246
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
600
shares
|
$10,452
0.0% of portfolio
|
Q1 2025
Reduced 97.88%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
586
shares
|
$10,208
0.0% of portfolio
|
Q4 2021
Reduced 15.2%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
468
shares
|
$8,152
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
314
shares
|
$5,469
0.0% of portfolio
|
Q1 2025
Added 0.64%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
May 05, 2025 Q1 2025 |
207
shares
|
$3,605
0.0% of portfolio
|
Q1 2025
Added 0.49%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
200
shares
|
$3,484
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
180
shares
|
$3,135
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
169
shares
|
$2,943
0.0% of portfolio
|
Q1 2025
Reduced 2.87%
|
|
|
Cedar Mountain Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
163
shares
|
$2,839
0.0% of portfolio
|
Q2 2025
Added 0.62%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 16, 2025 Q2 2025 |
144
shares
|
$2,508
0.0% of portfolio
|
Q2 2022
Reduced 62.98%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
142
shares
|
$2,473
0.0% of portfolio
|
Q1 2025
Reduced 66.51%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
100
shares
|
$1,742
0.0% of portfolio
|
Q1 2025
New holding
|