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 $729 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
500
shares
|
$23,880
0.01% of portfolio
|
Q3 2024
Reduced 32.71%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Feb 14, 2025 Q4 2024 |
499
shares
|
$23,832
0.05% of portfolio
|
Q4 2024
Added 101.21%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Feb 14, 2025 Q4 2024 |
480
shares
|
$22,924
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
475
shares
|
$22,686
0.01% of portfolio
|
Q4 2024
Reduced 9.52%
|
|
|
Phillips Financial Management, LLC
|
Feb 10, 2025 Q4 2024 |
457
shares
|
$21,826
0.0% of portfolio
|
Q1 2023
Added 30.2%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
456
shares
|
$21,778
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Feb 12, 2025 Q4 2024 |
450
shares
|
$21,492
0.01% of portfolio
|
Q1 2023
Added 2150.0%
|
|
|
Whittier Trust CO
|
Feb 11, 2025 Q4 2024 |
434
shares
|
$20,727
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
407
shares
|
$19,438
0.0% of portfolio
|
Q4 2024
Reduced 8.95%
|
|
|
Sound Financial Strategies Group, LLC
|
Feb 06, 2025 Q4 2024 |
404
shares
|
$19,295
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
357
shares
|
$17,050
0.0% of portfolio
|
Q3 2024
Reduced 6.79%
|
|
|
Independence Bank Of Kentucky
|
Jan 24, 2025 Q4 2024 |
353
shares
|
$16,859
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
340
shares
|
$16,238
0.0% of portfolio
|
Q1 2024
Reduced 37.04%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
335
shares
|
$15,999
0.0% of portfolio
|
Q2 2024
Reduced 60.96%
|
|
|
Russell Investments Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
327
shares
|
$15,617
0.0% of portfolio
|
Q4 2024
Added 35.12%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
322
shares
|
$15,378
0.0% of portfolio
|
Q4 2024
Added 9.15%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Feb 13, 2025 Q4 2024 |
306
shares
|
$14,614
0.0% of portfolio
|
Q3 2023
Reduced 26.44%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
305
shares
|
$14,566
0.0% of portfolio
|
Q4 2024
Reduced 89.13%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Feb 10, 2025 Q4 2024 |
300
shares
|
$14,328
0.0% of portfolio
|
Q3 2019
New holding
|
|
|
Uma Financial Services, Inc.
|
Feb 12, 2025 Q4 2024 |
294
shares
|
$14,041
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Jan 29, 2025 Q4 2024 |
294
shares
|
$14,041
0.01% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Live Oak Investment Partners
Austin, TX |
Feb 06, 2025 Q4 2024 |
248
shares
|
$11,844
0.01% of portfolio
|
Q4 2024
Added 9.25%
|
|
|
Davis Capital Management
Jacksonville, FL |
Jan 17, 2025 Q4 2024 |
230
shares
|
$10,984
0.01% of portfolio
|
Q1 2020
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
203
shares
|
$9,695
0.01% of portfolio
|
Q2 2022
Reduced 98.43%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
200
shares
|
$9,552
0.0% of portfolio
|
Q3 2023
New holding
|