Institutional Ownership Ishares Tr (IYE)
This table provides information about the institutional ownership of Ishares Tr (IYE). We have compiled data on the 335 institutions that hold shares in the stock, with a total of 14.7 Million shares, which have been reported (via 13F filing form) to have a value of $668 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Citizens Financial Corp
|
Jul 07, 2025 Q2 2025 |
37,204
shares
|
$1.69 Million
0.93% of portfolio
|
Q2 2025
Reduced 19.21%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
May 12, 2025 Q1 2025 |
36,600
shares
|
$1.66 Million
0.17% of portfolio
|
Q1 2025
Added 0.67%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
35,459
shares
|
$1.61 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.14%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
34,635
shares
|
$1.57 Million
0.01% of portfolio
|
Q1 2025
Added 6.0%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
33,005
shares
|
$1.5 Million
0.0% of portfolio
|
Q1 2025
Added 12.58%
|
|
|
Dentgroup LLC
|
Jul 02, 2025 Q2 2025 |
32,910
shares
|
$1.49 Million
1.12% of portfolio
|
Q2 2025
Reduced 5.63%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
31,760
shares
|
$1.44 Million
0.01% of portfolio
|
Q1 2025
Reduced 18.04%
|
|
|
Summit Financial Wealth Advisors, LLC
|
May 14, 2025 Q1 2025 |
31,388
shares
|
$1.43 Million
0.31% of portfolio
|
Q1 2025
Reduced 0.28%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
30,731
shares
|
$1.4 Million
0.05% of portfolio
|
Q1 2025
Reduced 4.65%
|
|
|
Quantinno Capital Management LP
New York, NY |
May 12, 2025 Q1 2025 |
30,489
shares
|
$1.38 Million
0.01% of portfolio
|
Q1 2025
Added 163.22%
|
|
|
Foundation Wealth Management, LLC
Clayton, MO |
Jul 23, 2025 Q2 2025 |
29,433
shares
|
$1.34 Million
0.93% of portfolio
|
Q2 2025
Added 19.38%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
28,646
shares
|
$1.3 Million
0.0% of portfolio
|
Q1 2025
Added 6.94%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
28,099
shares
|
$1.28 Million
0.0% of portfolio
|
Q1 2025
Added 154.54%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
27,354
shares
|
$1.24 Million
0.0% of portfolio
|
Q1 2025
Added 2.63%
|
|
|
Ballew Advisors, Inc
|
Jul 08, 2025 Q2 2025 |
27,242
shares
|
$1.24 Million
0.77% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
26,662
shares
|
$1.21 Million
0.02% of portfolio
|
Q1 2025
Reduced 21.45%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
26,591
shares
|
$1.21 Million
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
24,714
shares
|
$1.12 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Jul 10, 2025 Q2 2025 |
24,640
shares
|
$1.12 Million
0.41% of portfolio
|
Q2 2025
Reduced 48.72%
|
|
|
Rockland Trust CO
|
Jul 10, 2025 Q2 2025 |
24,009
shares
|
$1.09 Million
0.05% of portfolio
|
Q2 2025
Reduced 1.67%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
23,906
shares
|
$1.09 Million
0.0% of portfolio
|
Q2 2025
Added 5.48%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
May 13, 2025 Q1 2025 |
23,642
shares
|
$1.07 Million
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
22,527
shares
|
$1.02 Million
0.03% of portfolio
|
Q1 2025
Added 2.62%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
22,271
shares
|
$1.01 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.61%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
21,566
shares
|
$979,096
0.0% of portfolio
|
Q1 2025
New holding
|