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 |
---|---|---|---|---|---|
Heartwood Wealth Advisors LLC
|
Apr 02, 2024 Q1 2024 |
24,437
shares
|
$1.17 Million
0.15% of portfolio
|
Q1 2024
Added 11.39%
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2024 Q1 2024 |
23,985
shares
|
$1.15 Million
0.0% of portfolio
|
Q1 2024
Added 1.04%
|
|
Ballew Advisors, Inc
|
Apr 11, 2024 Q1 2024 |
23,819
shares
|
$1.14 Million
0.83% of portfolio
|
Q1 2024
Reduced 3.67%
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
May 01, 2024 Q1 2024 |
23,788
shares
|
$1.14 Million
0.02% of portfolio
|
Q1 2024
Added 67.16%
|
|
Private Advisor Group, LLC
|
Apr 30, 2024 Q1 2024 |
22,697
shares
|
$1.09 Million
0.01% of portfolio
|
Q1 2024
Reduced 39.55%
|
|
Mutual Advisors, LLC
Casper, WY |
May 02, 2024 Q1 2024 |
22,676
shares
|
$1.09 Million
0.04% of portfolio
|
Q1 2024
Reduced 1.09%
|
|
Kkm Financial LLC
Chicago, IL |
May 14, 2024 Q1 2024 |
22,583
shares
|
$1.08 Million
0.54% of portfolio
|
Q4 2023
New holding
|
|
Quantitative Investment Management, LLC
Charlottesville, VA |
May 15, 2024 Q1 2024 |
22,195
shares
|
$1.07 Million
0.06% of portfolio
|
Q1 2024
Reduced 50.56%
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 15, 2024 Q1 2024 |
21,004
shares
|
$1.01 Million
0.0% of portfolio
|
Q1 2024
Reduced 6.69%
|
|
First Heartland Consultants, Inc.
|
May 07, 2024 Q1 2024 |
20,540
shares
|
$985,920
0.11% of portfolio
|
Q1 2024
New holding
|
|
Grimes & Company, Inc.
|
Apr 17, 2024 Q1 2024 |
19,830
shares
|
$951,840
0.03% of portfolio
|
Q1 2024
Added 0.45%
|
|
Glenview Trust CO
Louisville, KY |
May 14, 2024 Q1 2024 |
18,660
shares
|
$895,680
0.02% of portfolio
|
Q1 2024
Reduced 18.4%
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
May 10, 2024 Q1 2024 |
17,599
shares
|
$844,752
0.01% of portfolio
|
Q1 2024
Reduced 45.44%
|
|
Qube Research & Technologies LTD
London, X0 |
May 14, 2024 Q1 2024 |
17,523
shares
|
$841,104
0.0% of portfolio
|
Q1 2024
New holding
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
16,226
shares
|
$778,848
0.14% of portfolio
|
Q3 2022
New holding
|
|
Wealth Management Partners, LLC
|
Apr 12, 2024 Q1 2024 |
16,217
shares
|
$778,416
0.41% of portfolio
|
Q1 2024
Added 1.94%
|
|
National Asset Management, Inc.
Boca Raton, FL |
May 16, 2024 Q1 2024 |
15,890
shares
|
$762,720
0.02% of portfolio
|
Q1 2024
Added 9.38%
|
|
Family Firm, Inc.
|
May 01, 2024 Q1 2024 |
15,839
shares
|
$760,272
0.19% of portfolio
|
Q1 2024
Added 5.61%
|
|
Founders Financial Securities LLC
|
Apr 17, 2024 Q1 2024 |
15,764
shares
|
$756,672
0.08% of portfolio
|
Q1 2024
Added 12.51%
|
|
Y Intercept (Hong Kong) LTD
|
May 10, 2024 Q1 2024 |
15,471
shares
|
$742,608
0.06% of portfolio
|
Q1 2024
New holding
|
|
Equitable Holdings, Inc.
New York, NY |
May 14, 2024 Q1 2024 |
15,252
shares
|
$732,096
0.01% of portfolio
|
Q1 2024
Added 3.53%
|
|
Ironwood Financial, LLC
|
Apr 17, 2024 Q1 2024 |
15,129
shares
|
$726,192
0.17% of portfolio
|
Q1 2024
Added 0.53%
|
|
Csenge Advisory Group
|
May 03, 2024 Q1 2024 |
15,034
shares
|
$721,632
0.04% of portfolio
|
Q1 2024
Added 12.39%
|
|
Aveo Capital Partners, LLC
|
May 06, 2024 Q1 2024 |
14,559
shares
|
$698,832
0.08% of portfolio
|
Q1 2024
New holding
|
|
Cwm, LLC
|
Apr 05, 2024 Q1 2024 |
14,360
shares
|
$689,280
0.0% of portfolio
|
Q1 2024
Reduced 13.15%
|