Institutional Ownership Ishares Tr (IYE)
This table provides information about the institutional ownership of Ishares Tr (IYE). We have compiled data on the 342 institutions that hold shares in the stock, with a total of 15.4 Million shares, which have been reported (via 13F filing form) to have a value of $711 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
2,107,963
shares
|
$97.1 Million
0.01% of portfolio
|
Q4 2024
Added 6.82%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Feb 13, 2025 Q4 2024 |
1,453,605
shares
|
$67 Million
1.3% of portfolio
|
Q4 2024
Added 2.23%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
1,237,799
shares
|
$57 Million
0.0% of portfolio
|
Q4 2024
Reduced 10.43%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
1,050,136
shares
|
$48.4 Million
0.01% of portfolio
|
Q4 2024
Added 3.13%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
915,777
shares
|
$42.2 Million
0.01% of portfolio
|
Q4 2024
Added 50.17%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
642,481
shares
|
$29.6 Million
0.01% of portfolio
|
Q4 2024
Added 53.35%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
622,662
shares
|
$28.7 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.38%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
454,722
shares
|
$20.9 Million
0.0% of portfolio
|
Q4 2024
Added 66.29%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
350,229
shares
|
$16.1 Million
0.0% of portfolio
|
Q4 2024
Reduced 25.73%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
326,827
shares
|
$15.1 Million
0.36% of portfolio
|
Q3 2022
Reduced 35.9%
|
|
|
Bright Rock Capital Management, LLC
|
Jan 14, 2025 Q4 2024 |
300,000
shares
|
$13.8 Million
2.96% of portfolio
|
Q4 2020
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
293,672
shares
|
$13.5 Million
0.0% of portfolio
|
Q4 2024
Added 47.63%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Jan 28, 2025 Q4 2024 |
245,518
shares
|
$11.3 Million
0.22% of portfolio
|
Q4 2024
Reduced 16.01%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
240,013
shares
|
$11.1 Million
0.04% of portfolio
|
Q4 2024
Added 348.22%
|
|
|
Crestwood Advisors Group LLC
|
Feb 04, 2025 Q4 2024 |
225,756
shares
|
$10.4 Million
0.2% of portfolio
|
Q4 2024
Reduced 3.78%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
223,922
shares
|
$10.3 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
171,355
shares
|
$7.89 Million
0.02% of portfolio
|
Q4 2024
Added 2.47%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
168,037
shares
|
$7.74 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.38%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
157,945
shares
|
$7.28 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.26%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
147,492
shares
|
$6.79 Million
0.01% of portfolio
|
Q4 2024
Added 3.9%
|
|
|
Amg National Trust Bank
|
Feb 06, 2025 Q4 2024 |
140,958
shares
|
$6.49 Million
0.18% of portfolio
|
Q4 2024
Reduced 3.94%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
123,041
shares
|
$5.67 Million
0.01% of portfolio
|
Q4 2024
Reduced 12.43%
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
Feb 13, 2025 Q4 2024 |
86,112
shares
|
$3.97 Million
0.05% of portfolio
|
Q4 2024
Reduced 7.85%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
76,022
shares
|
$3.5 Million
0.23% of portfolio
|
Q4 2024
Added 208.94%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
75,076
shares
|
$3.46 Million
0.01% of portfolio
|
Q4 2024
Added 0.6%
|