Institutional Ownership Ishares Tr (IYE)
This table provides information about the institutional ownership of Ishares Tr (IYE). We have compiled data on the 330 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 |
---|---|---|---|---|---|
Ep Wealth Advisors, LLC
Torrance, CA |
May 14, 2024 Q1 2024 |
2,765
shares
|
$132,581
0.0% of portfolio
|
Q1 2024
New holding
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2024 Q1 2024 |
2,735
shares
|
$131,143
0.0% of portfolio
|
Q4 2019
Added 1089.13%
|
|
Fernwood Investment Management, LLC
Quincy, MA |
May 13, 2024 Q1 2024 |
2,450
shares
|
$117,477
0.03% of portfolio
|
Q1 2024
New holding
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,409
shares
|
$115,511
0.0% of portfolio
|
Q2 2020
Added 9.51%
|
|
Principal Securities, Inc.
Des Moines, IA |
May 10, 2024 Q1 2024 |
2,327
shares
|
$111,579
0.0% of portfolio
|
Q1 2024
Added 30.88%
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Apr 26, 2024 Q1 2024 |
2,319
shares
|
$111,196
0.06% of portfolio
|
Q1 2024
Reduced 14.05%
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 26, 2024 Q1 2024 |
2,115
shares
|
$101,414
0.04% of portfolio
|
Q1 2024
Added 2.97%
|
|
Pineridge Advisors LLC
St. Charles, MO |
May 16, 2024 Q1 2024 |
2,042
shares
|
$97,913
0.04% of portfolio
|
Q1 2024
Added 0.29%
|
|
Matrix Private Capital Group LLC
New York, NY |
May 15, 2024 Q1 2024 |
1,890
shares
|
$90,625
0.06% of portfolio
|
Q1 2023
New holding
|
|
Soa Wealth Advisors, Llc.
|
Apr 10, 2024 Q1 2024 |
1,789
shares
|
$85,782
0.02% of portfolio
|
Q1 2024
Reduced 22.18%
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
1,780
shares
|
$85,351
0.13% of portfolio
|
Q4 2023
Added 8.54%
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
May 13, 2024 Q1 2024 |
1,750
shares
|
$83,912
0.04% of portfolio
|
Q2 2023
Added 12.9%
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,744
shares
|
$83,624
0.01% of portfolio
|
Q4 2023
New holding
|
|
U S Global Investors Inc
San Antonio, TX |
Apr 24, 2024 Q1 2024 |
1,700
shares
|
$81,515
0.01% of portfolio
|
Q1 2024
New holding
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
May 13, 2024 Q1 2024 |
1,683
shares
|
$80,699
0.01% of portfolio
|
Q1 2024
Added 51.21%
|
|
Cibc Private Wealth Group, LLC
|
May 10, 2024 Q1 2024 |
1,667
shares
|
$79,932
0.0% of portfolio
|
Q1 2024
New holding
|
|
Hallmark Capital Management Inc
|
May 03, 2024 Q1 2024 |
1,639
shares
|
$78,590
0.01% of portfolio
|
Q2 2023
Reduced 2.85%
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
1,573
shares
|
$75,425
0.02% of portfolio
|
Q4 2022
Added 2.08%
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
1,497
shares
|
$71,781
0.01% of portfolio
|
Q1 2023
Added 31.32%
|
|
Nbt Bank N A
|
Apr 24, 2024 Q1 2024 |
1,460
shares
|
$70,007
0.01% of portfolio
|
Q1 2024
Reduced 1.02%
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
May 14, 2024 Q1 2024 |
1,322
shares
|
$63,389
0.05% of portfolio
|
Q4 2023
New holding
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 05, 2024 Q1 2024 |
1,285
shares
|
$61,615
0.01% of portfolio
|
Q1 2024
Reduced 8.87%
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
1,151
shares
|
$55,190
0.03% of portfolio
|
Q4 2023
Reduced 21.49%
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,145
shares
|
$54,902
0.0% of portfolio
|
Q3 2021
Reduced 78.93%
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
May 08, 2024 Q1 2024 |
1,140
shares
|
$54,663
0.02% of portfolio
|
Q4 2023
New holding
|