Institutional Ownership Ishares Tr (IYE)
This table provides information about the institutional ownership of Ishares Tr (IYE). We have compiled data on the 329 institutions that hold shares in the stock, with a total of 14.8 Million shares, which have been reported (via 13F filing form) to have a value of $712 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
2,045,384
shares
|
$98.2 Million
0.01% of portfolio
|
Q1 2024
Reduced 4.56%
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
1,461,615
shares
|
$70.2 Million
0.01% of portfolio
|
Q1 2024
Added 3.18%
|
|
Pgim Custom Harvest LLC
Newark, NJ |
May 15, 2024 Q1 2024 |
1,445,860
shares
|
$69.4 Million
1.79% of portfolio
|
Q1 2024
Reduced 0.8%
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
985,217
shares
|
$47.3 Million
0.01% of portfolio
|
Q1 2024
Added 4.78%
|
|
Goldman Sachs Group Inc
New York, NY |
May 15, 2024 Q1 2024 |
613,986
shares
|
$29.5 Million
0.01% of portfolio
|
Q1 2024
Added 16.88%
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
596,655
shares
|
$28.6 Million
0.01% of portfolio
|
Q1 2024
Reduced 3.09%
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
487,859
shares
|
$23.4 Million
0.01% of portfolio
|
Q1 2024
Added 1.97%
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
415,494
shares
|
$19.9 Million
0.01% of portfolio
|
Q1 2024
Added 3.19%
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
326,827
shares
|
$15.7 Million
0.36% of portfolio
|
Q3 2022
Reduced 35.9%
|
|
Bright Rock Capital Management, LLC
|
Apr 11, 2024 Q1 2024 |
300,000
shares
|
$14.4 Million
3.13% of portfolio
|
Q4 2020
New holding
|
|
Jpmorgan Chase & CO
New York, NY |
May 10, 2024 Q1 2024 |
288,048
shares
|
$13.8 Million
0.0% of portfolio
|
Q1 2024
Reduced 43.65%
|
|
Crestwood Advisors Group LLC
|
May 08, 2024 Q1 2024 |
244,799
shares
|
$11.8 Million
0.27% of portfolio
|
Q1 2024
Reduced 3.12%
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 15, 2024 Q1 2024 |
223,783
shares
|
$10.7 Million
0.0% of portfolio
|
Q1 2024
Added 31.5%
|
|
Prospera Financial Services Inc
|
Feb 14, 2024 Q4 2023 |
212,029
shares
|
$10.2 Million
0.31% of portfolio
|
Q4 2023
Added 547.0%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
186,489
shares
|
$8.95 Million
0.02% of portfolio
|
Q1 2024
Reduced 18.16%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
181,974
shares
|
$8.73 Million
0.01% of portfolio
|
Q1 2024
Reduced 19.45%
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
171,614
shares
|
$8.24 Million
0.02% of portfolio
|
Q1 2024
New holding
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
171,146
shares
|
$8.22 Million
0.0% of portfolio
|
Q1 2024
Reduced 17.04%
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2024 Q1 2024 |
154,364
shares
|
$7.41 Million
0.02% of portfolio
|
Q1 2024
Added 4.98%
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
144,026
shares
|
$6.91 Million
0.01% of portfolio
|
Q1 2024
Reduced 11.77%
|
|
Amg National Trust Bank
|
May 06, 2024 Q1 2024 |
139,380
shares
|
$6.69 Million
0.2% of portfolio
|
Q1 2024
Added 7.76%
|
|
Bellwether Advisors, LLC
|
May 06, 2024 Q1 2024 |
107,392
shares
|
$5.15 Million
1.21% of portfolio
|
Q1 2024
Reduced 6.93%
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
May 13, 2024 Q1 2024 |
104,176
shares
|
$5 Million
0.16% of portfolio
|
Q1 2024
Reduced 6.29%
|
|
D. E. Shaw & Co., Inc.
New York, NY |
May 15, 2024 Q1 2024 |
103,556
shares
|
$4.97 Million
0.0% of portfolio
|
Q1 2024
Added 1512.52%
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2024 Q1 2024 |
90,496
shares
|
$4.34 Million
0.01% of portfolio
|
Q1 2024
Added 8.22%
|