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 |
|---|---|---|---|---|---|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
750
shares
|
$16,567
0.0% of portfolio
|
Q3 2024
Reduced 93.43%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
586
shares
|
$12,944
0.0% of portfolio
|
Q4 2021
Reduced 15.2%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
500
shares
|
$11,045
0.0% of portfolio
|
Q3 2023
Reduced 47.92%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
424
shares
|
$9,366
0.0% of portfolio
|
Q3 2024
Reduced 23.05%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
311
shares
|
$6,869
0.0% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Oct 29, 2024 Q3 2024 |
206
shares
|
$4,550
0.0% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
200
shares
|
$4,418
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 18, 2024 Q3 2024 |
144
shares
|
$3,180
0.0% of portfolio
|
Q2 2022
Reduced 62.98%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 13, 2024 Q3 2024 |
110
shares
|
$2,429
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
100
shares
|
$2,209
0.0% of portfolio
|
Q2 2023
Reduced 70.59%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
50
shares
|
$1,104
0.0% of portfolio
|
Q2 2022
Reduced 90.27%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
28
shares
|
$618
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Investors Research Corp
|
Nov 12, 2024 Q3 2024 |
28
shares
|
$618
0.0% of portfolio
|
Q4 2021
Reduced 53.33%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
5
shares
|
$110
0.0% of portfolio
|
Q2 2024
Reduced 98.77%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|