Institutional Ownership Ishares Tr (IHE)
This table provides information about the institutional ownership of Ishares Tr (IHE). We have compiled data on the 150 institutions that hold shares in the stock, with a total of 5.35 Million shares, which have been reported (via 13F filing form) to have a value of $361 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
17,704
shares
|
$1.19 Million
0.0% of portfolio
|
Q3 2024
Added 88.94%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
17,447
shares
|
$1.18 Million
0.46% of portfolio
|
Q2 2022
Reduced 1.01%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
15,650
shares
|
$1.05 Million
0.0% of portfolio
|
Q3 2024
Reduced 50.18%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
15,093
shares
|
$1.02 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Massachusetts Wealth Management
North Andover, MA |
Oct 23, 2024 Q3 2024 |
14,550
shares
|
$979,942
0.65% of portfolio
|
Q3 2024
Reduced 1.92%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Nov 12, 2024 Q3 2024 |
13,430
shares
|
$904,510
0.04% of portfolio
|
Q1 2024
Added 179.21%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
13,430
shares
|
$904,510
0.0% of portfolio
|
Q3 2024
Reduced 7.33%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
13,392
shares
|
$901,951
0.0% of portfolio
|
Q3 2024
Reduced 3.68%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
Nov 12, 2024 Q3 2024 |
12,616
shares
|
$849,687
0.13% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
11,993
shares
|
$807,728
0.0% of portfolio
|
Q3 2024
Added 6.07%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
11,886
shares
|
$800,522
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
11,846
shares
|
$797,828
0.0% of portfolio
|
Q3 2024
Added 5.49%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Nov 14, 2024 Q3 2024 |
11,595
shares
|
$780,923
0.48% of portfolio
|
Q3 2024
Added 75.82%
|
|
|
Institute For Wealth Management, Llc.
|
Nov 12, 2024 Q3 2024 |
11,027
shares
|
$742,668
0.1% of portfolio
|
Q3 2024
Added 0.87%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
10,144
shares
|
$683,198
0.01% of portfolio
|
Q3 2024
Reduced 1.01%
|
|
|
Family Firm, Inc.
|
Oct 17, 2024 Q3 2024 |
10,023
shares
|
$675,049
0.08% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
8,960
shares
|
$603,456
0.01% of portfolio
|
Q3 2024
Reduced 5.6%
|
|
|
Arkansas Financial Group, Inc.
|
Oct 04, 2024 Q3 2024 |
8,669
shares
|
$583,857
0.09% of portfolio
|
Q3 2024
Added 66.23%
|
|
|
Marshall Wace, LLP
London, X0 |
Nov 14, 2024 Q3 2024 |
8,398
shares
|
$565,605
0.0% of portfolio
|
Q3 2024
Added 31.96%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
8,282
shares
|
$557,792
0.0% of portfolio
|
Q3 2024
Reduced 30.82%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
7,670
shares
|
$516,574
0.0% of portfolio
|
Q3 2024
Added 21.46%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
6,786
shares
|
$457,037
0.01% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
6,645
shares
|
$447,540
0.0% of portfolio
|
Q3 2024
Added 1.31%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
6,438
shares
|
$433,599
0.0% of portfolio
|
Q3 2024
Reduced 36.05%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
6,432
shares
|
$433,195
0.0% of portfolio
|
Q3 2024
Reduced 61.21%
|