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 |
|---|---|---|---|---|---|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
156
shares
|
$11,060
0.0% of portfolio
|
Q2 2025
Added 67.74%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Jul 28, 2025 Q2 2025 |
150
shares
|
$10,635
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
150
shares
|
$10,635
0.0% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
150
shares
|
$10,635
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Running Point Capital Advisors, LLC
|
May 15, 2025 Q1 2025 |
135
shares
|
$9,571
0.0% of portfolio
|
Q1 2024
Added 800.0%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Aug 05, 2025 Q2 2025 |
106
shares
|
$7,515
0.0% of portfolio
|
Q2 2025
Added 0.95%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
100
shares
|
$7,090
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
90
shares
|
$6,381
0.0% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
87
shares
|
$6,168
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
87
shares
|
$6,168
0.0% of portfolio
|
Q2 2025
Added 1.16%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
87
shares
|
$6,168
0.0% of portfolio
|
Q2 2025
Added 1.16%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
84
shares
|
$5,955
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
84
shares
|
$5,955
0.0% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Fwl Investment Management, LLC
|
Aug 14, 2025 Q2 2025 |
84
shares
|
$5,955
0.0% of portfolio
|
Q2 2025
Reduced 53.33%
|
|
|
Yankcom Partnership
Yankton, SD |
Apr 29, 2025 Q1 2025 |
81
shares
|
$5,742
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
67
shares
|
$4,750
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
56
shares
|
$3,970
0.0% of portfolio
|
Q1 2025
Added 1.82%
|
|
|
First Command Advisory Services, Inc.
|
Aug 01, 2025 Q2 2025 |
54
shares
|
$3,828
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
50
shares
|
$3,545
0.0% of portfolio
|
Q4 2019
Reduced 36.0%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
30
shares
|
$2,127
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
29
shares
|
$2,056
0.0% of portfolio
|
Q2 2025
Reduced 30.95%
|
|
|
Simplex Trading, LLC
|
Aug 05, 2025 Q2 2025 |
24
shares
|
$1,701
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
12
shares
|
$850
0.0% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
11
shares
|
$779
0.0% of portfolio
|
Q4 2024
Reduced 52.17%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jul 17, 2025 Q2 2025 |
1
shares
|
$70
0.0% of portfolio
|
Q3 2024
Reduced 100.0%
|