Institutional Ownership Ishares Tr (IHE)
This table provides information about the institutional ownership of Ishares Tr (IHE). We have compiled data on the 151 institutions that hold shares in the stock, with a total of 4.81 Million shares, which have been reported (via 13F filing form) to have a value of $341 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
19,985
shares
|
$1.42 Million
0.01% of portfolio
|
Q2 2025
Added 0.5%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
19,866
shares
|
$1.41 Million
0.05% of portfolio
|
Q2 2025
Reduced 13.41%
|
|
|
Spinnaker Trust
|
Aug 04, 2025 Q2 2025 |
18,154
shares
|
$1.29 Million
0.07% of portfolio
|
Q3 2024
Added 11.21%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
18,116
shares
|
$1.28 Million
0.03% of portfolio
|
Q2 2025
Added 25.91%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
17,447
shares
|
$1.24 Million
0.46% of portfolio
|
Q2 2022
Reduced 1.01%
|
|
|
Massachusetts Wealth Management
North Andover, MA |
Jul 23, 2025 Q2 2025 |
15,720
shares
|
$1.11 Million
0.58% of portfolio
|
Q2 2025
Added 2.11%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
15,650
shares
|
$1.11 Million
0.0% of portfolio
|
Q3 2024
Reduced 50.18%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
14,066
shares
|
$997,279
0.0% of portfolio
|
Q2 2025
Added 5.15%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
13,220
shares
|
$937,298
0.0% of portfolio
|
Q2 2025
Added 12.85%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
May 14, 2025 Q1 2025 |
12,708
shares
|
$900,997
0.17% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Aug 06, 2025 Q2 2025 |
12,675
shares
|
$898,657
0.03% of portfolio
|
Q2 2025
Reduced 1.97%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
12,584
shares
|
$892,205
0.0% of portfolio
|
Q1 2025
Reduced 93.33%
|
|
|
Institute For Wealth Management, Llc.
|
Jul 18, 2025 Q2 2025 |
11,198
shares
|
$793,938
0.08% of portfolio
|
Q2 2025
Reduced 0.75%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
9,894
shares
|
$701,484
0.0% of portfolio
|
Q2 2025
Added 15.27%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
9,600
shares
|
$680,640
0.0% of portfolio
|
Q2 2025
Reduced 5.04%
|
|
|
Boothe Investment Group, Inc.
Dover, DE |
Jul 31, 2025 Q2 2025 |
9,189
shares
|
$651,500
0.26% of portfolio
|
Q2 2025
New holding
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
9,104
shares
|
$645,473
0.0% of portfolio
|
Q2 2025
Added 2.85%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
8,633
shares
|
$612,079
0.0% of portfolio
|
Q2 2025
Added 2.84%
|
|
|
Arkansas Financial Group, Inc.
|
Jul 16, 2025 Q2 2025 |
7,185
shares
|
$509,416
0.07% of portfolio
|
Q2 2025
Added 7.03%
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
7,124
shares
|
$505,091
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
7,063
shares
|
$500,766
0.01% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
6,829
shares
|
$484,176
0.0% of portfolio
|
Q2 2025
Reduced 5.82%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
6,786
shares
|
$481,127
0.01% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
6,686
shares
|
$474,037
0.0% of portfolio
|
Q2 2025
Reduced 13.86%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
6,668
shares
|
$472,761
0.01% of portfolio
|
Q2 2025
Added 24.13%
|