Institutional Ownership Ishares Tr (IYE)
This table provides information about the institutional ownership of Ishares Tr (IYE). We have compiled data on the 317 institutions that hold shares in the stock, with a total of 14.7 Million shares, which have been reported (via 13F filing form) to have a value of $665 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
2,000,970
shares
|
$90.4 Million
0.01% of portfolio
|
Q2 2025
Reduced 5.35%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Aug 13, 2025 Q2 2025 |
1,454,612
shares
|
$65.7 Million
1.37% of portfolio
|
Q2 2025
Reduced 2.18%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
1,166,212
shares
|
$52.7 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.42%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
967,753
shares
|
$43.7 Million
0.01% of portfolio
|
Q2 2025
Reduced 8.27%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
922,662
shares
|
$41.7 Million
0.01% of portfolio
|
Q2 2025
Added 48.18%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
592,163
shares
|
$26.8 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.62%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
586,972
shares
|
$26.5 Million
0.0% of portfolio
|
Q2 2025
Reduced 29.18%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
382,778
shares
|
$17.3 Million
0.0% of portfolio
|
Q2 2025
Added 4.16%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
375,248
shares
|
$17 Million
0.0% of portfolio
|
Q2 2025
Reduced 5.74%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
326,827
shares
|
$14.8 Million
0.36% of portfolio
|
Q3 2022
Reduced 35.9%
|
|
|
Bright Rock Capital Management, LLC
|
Jul 10, 2025 Q2 2025 |
300,000
shares
|
$13.6 Million
2.89% of portfolio
|
Q4 2020
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
260,536
shares
|
$11.8 Million
0.03% of portfolio
|
Q2 2025
Added 6.02%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
203,048
shares
|
$9.17 Million
0.0% of portfolio
|
Q1 2025
Reduced 55.35%
|
|
|
Banco Santander, S.A.
|
Aug 01, 2025 Q2 2025 |
194,521
shares
|
$8.79 Million
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
189,272
shares
|
$8.55 Million
0.0% of portfolio
|
Q2 2025
Reduced 6.33%
|
|
|
Crestwood Advisors Group LLC
|
Aug 05, 2025 Q2 2025 |
178,601
shares
|
$8.07 Million
0.15% of portfolio
|
Q2 2025
Reduced 19.01%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
177,023
shares
|
$8 Million
0.01% of portfolio
|
Q2 2025
Reduced 8.61%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
168,037
shares
|
$7.59 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.38%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
149,948
shares
|
$6.77 Million
0.01% of portfolio
|
Q2 2025
Reduced 5.82%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
135,404
shares
|
$6.12 Million
0.01% of portfolio
|
Q2 2025
Reduced 27.01%
|
|
|
Summit Financial Consulting LLC
Sterling Heights, MI |
Jul 09, 2025 Q2 2025 |
129,917
shares
|
$5.87 Million
5.28% of portfolio
|
Q2 2025
Added 15.27%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 11, 2025 Q2 2025 |
123,388
shares
|
$5.57 Million
0.07% of portfolio
|
Q2 2025
Added 126.11%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
113,236
shares
|
$5.12 Million
0.03% of portfolio
|
Q2 2025
Added 1.65%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
113,104
shares
|
$5.11 Million
0.01% of portfolio
|
Q2 2025
Reduced 7.41%
|
|
|
Amg National Trust Bank
|
Aug 04, 2025 Q2 2025 |
109,287
shares
|
$4.94 Million
0.13% of portfolio
|
Q2 2025
Reduced 8.28%
|