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 |
|---|---|---|---|---|---|
|
Spc Financial, Inc.
|
Jul 25, 2025 Q2 2025 |
3,090
shares
|
$219,081
0.02% of portfolio
|
Q1 2025
Reduced 3.2%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Aug 12, 2025 Q2 2025 |
3,000
shares
|
$212,700
0.03% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Aug 11, 2025 Q2 2025 |
2,700
shares
|
$191,430
0.01% of portfolio
|
Q2 2024
Added 74.42%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
2,574
shares
|
$182,496
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 16, 2025 Q2 2025 |
2,376
shares
|
$168,458
0.04% of portfolio
|
Q2 2025
Added 5.74%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
2,122
shares
|
$150,449
0.0% of portfolio
|
Q2 2025
Reduced 10.08%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
1,899
shares
|
$134,639
0.0% of portfolio
|
Q2 2025
Reduced 15.3%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
1,538
shares
|
$109,044
0.0% of portfolio
|
Q2 2025
Added 7.55%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
1,505
shares
|
$106,704
0.0% of portfolio
|
Q2 2023
Reduced 11.94%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
1,404
shares
|
$99,543
0.07% of portfolio
|
Q2 2025
Added 0.5%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
1,285
shares
|
$91,106
0.03% of portfolio
|
Q4 2021
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
1,281
shares
|
$90,822
0.0% of portfolio
|
Q1 2025
Added 20.28%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
1,212
shares
|
$85,930
0.0% of portfolio
|
Q2 2025
Reduced 43.97%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
1,167
shares
|
$82,740
0.0% of portfolio
|
Q2 2025
Reduced 7.45%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
932
shares
|
$66,078
0.0% of portfolio
|
Q1 2025
Reduced 40.83%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jul 22, 2025 Q2 2025 |
900
shares
|
$63,810
0.02% of portfolio
|
Q3 2024
Reduced 21.26%
|
|
|
Hallmark Capital Management Inc
|
Aug 06, 2025 Q2 2025 |
900
shares
|
$63,810
0.0% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
900
shares
|
$63,810
0.02% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
859
shares
|
$60,903
0.0% of portfolio
|
Q1 2025
Reduced 7.44%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
800
shares
|
$56,720
0.07% of portfolio
|
Q2 2023
New holding
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
798
shares
|
$56,578
0.0% of portfolio
|
Q1 2024
Added 274.65%
|
|
|
Jackson Hole Capital Partners, LLC
|
Jul 31, 2025 Q2 2025 |
750
shares
|
$53,175
0.01% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
704
shares
|
$49,913
0.0% of portfolio
|
Q2 2025
Reduced 25.42%
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Jul 18, 2025 Q2 2025 |
660
shares
|
$46,794
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
645
shares
|
$45,730
0.0% of portfolio
|
Q4 2024
Reduced 92.8%
|