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 $653 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Km Capital Management Ltd.
Austin, TX |
Nov 14, 2024 Q3 2024 |
38,709
shares
|
$1.79 Million
0.96% of portfolio
|
Q3 2024
Added 47.52%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
37,862
shares
|
$1.75 Million
0.08% of portfolio
|
Q3 2024
Added 2.03%
|
|
|
Forte Asset Management LLC
|
Oct 28, 2024 Q3 2024 |
37,085
shares
|
$1.71 Million
0.93% of portfolio
|
Q3 2024
Reduced 38.16%
|
|
|
Biondo Investment Advisors, LLC
Milford, PA |
Nov 12, 2024 Q3 2024 |
36,820
shares
|
$1.7 Million
0.24% of portfolio
|
Q3 2024
Added 1.27%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 14, 2024 Q3 2024 |
36,152
shares
|
$1.67 Million
0.18% of portfolio
|
Q3 2024
Added 0.74%
|
|
|
Well Done, LLC
|
Oct 17, 2024 Q3 2024 |
35,740
shares
|
$1.65 Million
0.3% of portfolio
|
Q3 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
35,610
shares
|
$1.64 Million
0.18% of portfolio
|
Q3 2024
Added 9.73%
|
|
|
Dentgroup LLC
|
Oct 02, 2024 Q3 2024 |
35,553
shares
|
$1.64 Million
1.28% of portfolio
|
Q3 2024
Reduced 8.04%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
35,033
shares
|
$1.62 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
34,805
shares
|
$1.61 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.43%
|
|
|
Summit Financial Wealth Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
32,265
shares
|
$1.49 Million
0.3% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
30,729
shares
|
$1.42 Million
0.04% of portfolio
|
Q3 2024
Added 2.43%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
30,445
shares
|
$1.4 Million
0.04% of portfolio
|
Q3 2024
Added 80.7%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
30,047
shares
|
$1.39 Million
0.0% of portfolio
|
Q3 2024
Reduced 8.62%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
29,821
shares
|
$1.38 Million
0.02% of portfolio
|
Q3 2024
Added 11.41%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
28,313
shares
|
$1.31 Million
0.01% of portfolio
|
Q3 2024
Added 15.14%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
27,964
shares
|
$1.29 Million
0.0% of portfolio
|
Q3 2024
Reduced 24.56%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
27,755
shares
|
$1.28 Million
0.0% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Heartwood Wealth Advisors LLC
|
Oct 07, 2024 Q3 2024 |
26,725
shares
|
$1.23 Million
0.14% of portfolio
|
Q3 2024
Added 9.01%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
26,591
shares
|
$1.23 Million
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
25,657
shares
|
$1.18 Million
0.0% of portfolio
|
Q3 2024
Added 2.57%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
25,173
shares
|
$1.16 Million
0.03% of portfolio
|
Q3 2024
Added 904.91%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
25,035
shares
|
$1.15 Million
0.0% of portfolio
|
Q3 2024
Reduced 7.0%
|
|
|
Rockland Trust CO
|
Oct 03, 2024 Q3 2024 |
25,007
shares
|
$1.15 Million
0.06% of portfolio
|
Q3 2024
Reduced 8.43%
|
|
|
Foundation Wealth Management, LLC
Clayton, MO |
Oct 29, 2024 Q3 2024 |
24,989
shares
|
$1.15 Million
0.88% of portfolio
|
Q3 2024
Reduced 1.73%
|