Institutional Ownership Ishares Tr (IYE)
This table provides information about the institutional ownership of Ishares Tr (IYE). We have compiled data on the 316 institutions that hold shares in the stock, with a total of 14.3 Million shares, which have been reported (via 13F filing form) to have a value of $661 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Nov 06, 2024 Q3 2024 |
1,550
shares
|
$72,152
0.03% of portfolio
|
Q3 2024
Reduced 11.43%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
1,497
shares
|
$69,685
0.01% of portfolio
|
Q1 2023
Added 31.32%
|
|
|
Soa Wealth Advisors, Llc.
|
Nov 20, 2024 Q3 2024 |
1,446
shares
|
$67,311
0.01% of portfolio
|
Q3 2024
Added 0.77%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 13, 2024 Q3 2024 |
1,322
shares
|
$61,539
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
1,301
shares
|
$60,561
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Planned Solutions, Inc.
|
Oct 08, 2024 Q3 2024 |
1,195
shares
|
$55,627
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
1,163
shares
|
$54,137
0.0% of portfolio
|
Q3 2024
Reduced 2.1%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
1,151
shares
|
$53,579
0.03% of portfolio
|
Q4 2023
Reduced 21.49%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,145
shares
|
$53,299
0.0% of portfolio
|
Q3 2021
Reduced 78.93%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Nov 06, 2024 Q3 2024 |
1,140
shares
|
$53,067
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
1,118
shares
|
$52,042
0.0% of portfolio
|
Q3 2024
Added 0.63%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
1,100
shares
|
$51,205
0.0% of portfolio
|
Q4 2022
Added 57.14%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
1,060
shares
|
$49,343
0.0% of portfolio
|
Q2 2024
Reduced 17.51%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
1,050
shares
|
$48,877
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Paladin Advisory Group, LLC
|
Nov 05, 2024 Q3 2024 |
1,025
shares
|
$47,713
0.03% of portfolio
|
Q3 2023
Reduced 9.05%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
1,000
shares
|
$46,550
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
958
shares
|
$44,594
0.0% of portfolio
|
Q3 2023
Reduced 5.79%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
950
shares
|
$44,222
0.01% of portfolio
|
Q2 2023
Reduced 17.53%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
937
shares
|
$43,617
0.0% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
927
shares
|
$43,151
0.04% of portfolio
|
Q4 2021
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
900
shares
|
$41,895
0.0% of portfolio
|
Q3 2024
Added 14.8%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Nov 12, 2024 Q3 2024 |
849
shares
|
$39,520
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
842
shares
|
$39,195
0.0% of portfolio
|
Q4 2023
Added 84100.0%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
829
shares
|
$38,589
0.0% of portfolio
|
Q3 2024
Added 0.73%
|
|
|
Financial Management Professionals, Inc.
|
Oct 24, 2024 Q3 2024 |
824
shares
|
$38,357
0.0% of portfolio
|
Q3 2024
Added 345.41%
|