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 |
|---|---|---|---|---|---|
|
First Financial Bank Trust Division
Hamilton, OH |
Jul 02, 2025 Q2 2025 |
6,396
shares
|
$453,476
0.04% of portfolio
|
Q1 2024
Reduced 18.82%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
6,127
shares
|
$434,404
0.0% of portfolio
|
Q2 2025
Reduced 3.19%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Jul 22, 2025 Q2 2025 |
5,574
shares
|
$395,196
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
4,898
shares
|
$347,268
0.01% of portfolio
|
Q2 2025
Added 4.28%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
4,810
shares
|
$341,029
0.0% of portfolio
|
Q2 2025
Reduced 5.39%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
4,790
shares
|
$339,611
0.0% of portfolio
|
Q2 2025
Reduced 9.0%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Aug 13, 2025 Q2 2025 |
4,693
shares
|
$332,733
0.07% of portfolio
|
Q2 2025
Reduced 2.29%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
4,615
shares
|
$327,203
0.0% of portfolio
|
Q2 2025
Added 40.4%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
4,375
shares
|
$310,187
0.0% of portfolio
|
Q2 2025
Added 4.79%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
4,310
shares
|
$305,579
0.0% of portfolio
|
Q2 2025
Reduced 7.39%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
4,178
shares
|
$296,220
0.0% of portfolio
|
Q2 2025
Reduced 2.75%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Aug 15, 2025 Q2 2025 |
4,140
shares
|
$293,526
0.01% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
4,055
shares
|
$287,499
0.01% of portfolio
|
Q2 2025
Reduced 11.17%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
3,967
shares
|
$281,260
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
3,910
shares
|
$277,219
0.0% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
3,865
shares
|
$274,028
0.0% of portfolio
|
Q2 2025
Reduced 3.04%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
3,702
shares
|
$262,471
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Matthew Goff Investment Advisor, LLC
|
Jul 10, 2025 Q2 2025 |
3,615
shares
|
$256,303
0.04% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Apexium Financial, LP
|
Jul 22, 2025 Q2 2025 |
3,484
shares
|
$247,015
0.01% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Aft, Forsyth & Company, Inc.
|
Aug 14, 2025 Q2 2025 |
3,440
shares
|
$243,896
0.12% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Private Capital Management, LLC
Naples, FL |
Aug 14, 2025 Q2 2025 |
3,425
shares
|
$242,832
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
3,327
shares
|
$235,884
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
V2 Financial Group LLC
Naperville, IL |
Aug 18, 2025 Q2 2025 |
3,300
shares
|
$233,970
0.13% of portfolio
|
Q4 2023
Reduced 66.67%
|
|
|
Essex Savings Bank
|
Jul 11, 2025 Q2 2025 |
3,300
shares
|
$233,970
0.05% of portfolio
|
Q2 2024
Added 200.0%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
3,100
shares
|
$219,790
0.02% of portfolio
|
Q2 2025
New holding
|