Institutional Ownership Ishares Tr (IYE)
This table provides information about the institutional ownership of Ishares Tr (IYE). We have compiled data on the 329 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 |
---|---|---|---|---|---|
Salem Investment Counselors Inc
Winston Salem, NC |
Apr 11, 2024 Q1 2024 |
150
shares
|
$7,200
0.0% of portfolio
|
Q3 2023
Reduced 7.41%
|
|
Oakworth Capital, Inc.
|
Apr 22, 2024 Q1 2024 |
142
shares
|
$6,816
0.0% of portfolio
|
Q3 2020
Reduced 47.21%
|
|
Psi Advisors, LLC
|
Apr 24, 2024 Q1 2024 |
139
shares
|
$6,672
0.0% of portfolio
|
Q3 2021
New holding
|
|
Versant Capital Management, Inc
|
Apr 03, 2024 Q1 2024 |
121
shares
|
$5,808
0.0% of portfolio
|
Q1 2024
Added 0.83%
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2024 Q4 2023 |
118
shares
|
$5,664
0.0% of portfolio
|
Q4 2023
New holding
|
|
Capital Investment Counsel, Inc
|
May 01, 2024 Q1 2024 |
100
shares
|
$4,800
0.0% of portfolio
|
Q3 2023
New holding
|
|
Bray Capital Advisors
|
Apr 30, 2024 Q1 2024 |
100
shares
|
$4,800
0.0% of portfolio
|
Q3 2020
Reduced 99.62%
|
|
Westside Investment Management, Inc.
|
Apr 19, 2024 Q1 2024 |
95
shares
|
$4,560
0.0% of portfolio
|
Q2 2020
Reduced 44.12%
|
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
Apr 30, 2024 Q1 2024 |
87
shares
|
$4,176
0.0% of portfolio
|
Q4 2023
New holding
|
|
Integrity Financial Corp
|
May 02, 2024 Q1 2024 |
85
shares
|
$4,080
0.0% of portfolio
|
Q4 2022
Reduced 76.65%
|
|
Gps Wealth Strategies Group, LLC
|
Apr 30, 2024 Q1 2024 |
85
shares
|
$4,080
0.0% of portfolio
|
Q1 2023
New holding
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
75
shares
|
$3,600
0.0% of portfolio
|
Q2 2023
Added 1.35%
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jun 28, 2024 Q1 2024 |
74
shares
|
$3,552
0.0% of portfolio
|
Q4 2021
New holding
|
|
Assetmark, Inc
|
May 06, 2024 Q1 2024 |
67
shares
|
$3,216
0.0% of portfolio
|
Q1 2024
New holding
|
|
Aspire Private Capital, LLC
|
Apr 18, 2024 Q1 2024 |
61
shares
|
$2,928
0.0% of portfolio
|
Q1 2024
Reduced 4.69%
|
|
Live Oak Investment Partners
Austin, TX |
Feb 14, 2024 Q4 2023 |
56
shares
|
$2,688
0.0% of portfolio
|
Q4 2023
Added 1.82%
|
|
Macroview Investment Management LLC
|
Apr 30, 2024 Q1 2024 |
46
shares
|
$2,208
0.0% of portfolio
|
Q1 2024
Added 2.22%
|
|
Ica Group Wealth Management, LLC
Denver, CO |
May 14, 2024 Q1 2024 |
45
shares
|
$2,160
0.0% of portfolio
|
Q4 2023
New holding
|
|
Yhb Investment Advisors, Inc.
|
Apr 26, 2024 Q1 2024 |
24
shares
|
$1,152
0.0% of portfolio
|
Q1 2024
New holding
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 10, 2024 Q1 2024 |
21
shares
|
$1,008
0.0% of portfolio
|
Q1 2024
Added 950.0%
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
19
shares
|
$912
0.0% of portfolio
|
Q2 2022
New holding
|
|
Householder Group Estate & Retirement Specialist, LLC
|
May 03, 2024 Q1 2024 |
16
shares
|
$768
0.0% of portfolio
|
Q1 2024
New holding
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
May 15, 2024 Q1 2024 |
16
shares
|
$768
0.0% of portfolio
|
Q2 2023
Reduced 75.76%
|
|
Larson Financial Group LLC
|
May 03, 2024 Q1 2024 |
15
shares
|
$720
0.0% of portfolio
|
Q1 2024
New holding
|
|
Founders Capital Management
|
Apr 10, 2024 Q1 2024 |
9
shares
|
$432
0.0% of portfolio
|
Q4 2021
Added 12.5%
|