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 |
|---|---|---|---|---|---|
|
Islay Capital Management, LLC
Lubbock, TX |
Aug 08, 2025 Q2 2025 |
630
shares
|
$44,667
0.03% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
609
shares
|
$43,178
0.0% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
499
shares
|
$35,379
0.0% of portfolio
|
Q2 2025
Added 13.93%
|
|
|
Piscataqua Savings Bank
|
Jul 10, 2025 Q2 2025 |
498
shares
|
$35,308
0.03% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
450
shares
|
$31,905
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 11, 2025 Q2 2025 |
450
shares
|
$31,905
0.0% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
430
shares
|
$30,487
0.0% of portfolio
|
Q2 2025
Added 0.7%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Jul 29, 2025 Q2 2025 |
412
shares
|
$29,210
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
410
shares
|
$29,069
0.0% of portfolio
|
Q4 2024
Reduced 6.39%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
390
shares
|
$27,651
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
384
shares
|
$27,225
0.0% of portfolio
|
Q3 2024
Added 137.04%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
324
shares
|
$22,971
0.0% of portfolio
|
Q2 2025
Reduced 85.64%
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
318
shares
|
$22,546
0.0% of portfolio
|
Q2 2025
Added 41.33%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
315
shares
|
$22,333
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
306
shares
|
$21,695
0.0% of portfolio
|
Q2 2025
Reduced 29.17%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Aug 12, 2025 Q2 2025 |
303
shares
|
$21,482
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Duncker Streett & CO Inc
|
Jul 28, 2025 Q2 2025 |
300
shares
|
$21,270
0.0% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
293
shares
|
$20,773
0.0% of portfolio
|
Q2 2025
Reduced 2.66%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
291
shares
|
$20,631
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
264
shares
|
$18,717
0.0% of portfolio
|
Q2 2025
Reduced 19.27%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
262
shares
|
$18,575
0.0% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
214
shares
|
$15,172
0.0% of portfolio
|
Q1 2025
Reduced 42.16%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Jul 31, 2025 Q2 2025 |
210
shares
|
$14,889
0.0% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
199
shares
|
$14,109
0.0% of portfolio
|
Q2 2025
Reduced 3.4%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
198
shares
|
$14,038
0.0% of portfolio
|
Q3 2024
Reduced 69.44%
|