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 |
|---|---|---|---|---|---|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
75
shares
|
$3,455
0.0% of portfolio
|
Q2 2023
Added 1.35%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jan 24, 2025 Q4 2024 |
74
shares
|
$3,409
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Minot De Blois Advisors LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
72
shares
|
$3,317
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jan 23, 2025 Q4 2024 |
60
shares
|
$2,764
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
47
shares
|
$2,165
0.0% of portfolio
|
Q4 2024
Added 147.37%
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
40
shares
|
$1,842
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
20
shares
|
$921
0.0% of portfolio
|
Q3 2024
Reduced 58.33%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
20
shares
|
$921
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
19
shares
|
$875
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
16
shares
|
$737
0.0% of portfolio
|
Q4 2024
Reduced 92.31%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jan 15, 2025 Q4 2024 |
15
shares
|
$691
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
12
shares
|
$552
0.0% of portfolio
|
Q3 2024
Reduced 77.36%
|
|
|
Founders Capital Management
|
Jan 13, 2025 Q4 2024 |
9
shares
|
$414
0.0% of portfolio
|
Q4 2021
Added 12.5%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|