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 |
|---|---|---|---|---|---|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
8,321
shares
|
$377,773
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Country Club Bank
|
Jul 22, 2025 Q2 2025 |
8,285
shares
|
$376,139
0.02% of portfolio
|
Q2 2025
Reduced 2.06%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
8,204
shares
|
$372,461
0.03% of portfolio
|
Q2 2025
Reduced 1.81%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
8,118
shares
|
$368,557
0.01% of portfolio
|
Q4 2023
Added 1.65%
|
|
|
Griffin Asset Management, Inc.
|
Apr 16, 2025 Q1 2025 |
8,089
shares
|
$367,240
0.05% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Bernardo Wealth Planning LLC
|
Apr 30, 2025 Q1 2025 |
7,772
shares
|
$352,848
0.09% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
7,639
shares
|
$346,810
0.04% of portfolio
|
Q1 2025
Reduced 13.4%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
7,499
shares
|
$340,454
0.01% of portfolio
|
Q1 2025
Added 26.08%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
7,408
shares
|
$336,323
0.01% of portfolio
|
Q1 2025
Added 5.63%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
7,392
shares
|
$335,596
0.0% of portfolio
|
Q1 2025
Reduced 4.3%
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
7,363
shares
|
$334,280
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
7,295
shares
|
$331,193
0.0% of portfolio
|
Q1 2025
Reduced 1.99%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
7,152
shares
|
$324,700
0.08% of portfolio
|
Q1 2024
Added 2.26%
|
|
|
Mayflower Financial Advisors, LLC
|
May 02, 2025 Q1 2025 |
7,144
shares
|
$324,337
0.06% of portfolio
|
Q1 2025
Reduced 10.04%
|
|
|
Adviser Investments LLC
|
May 13, 2025 Q1 2025 |
7,106
shares
|
$322,612
0.0% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
7,100
shares
|
$322,340
0.11% of portfolio
|
Q2 2020
Reduced 54.49%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Jul 17, 2025 Q2 2025 |
6,950
shares
|
$315,530
0.12% of portfolio
|
Q3 2024
Reduced 4.34%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
6,793
shares
|
$308,402
0.01% of portfolio
|
Q1 2025
Added 16.38%
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
6,769
shares
|
$307,312
0.08% of portfolio
|
Q1 2025
Reduced 12.27%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
May 12, 2025 Q1 2025 |
6,765
shares
|
$307,131
0.0% of portfolio
|
Q1 2025
Reduced 6.24%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
6,702
shares
|
$304,270
0.01% of portfolio
|
Q4 2024
Reduced 40.73%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
May 22, 2025 Q1 2025 |
6,658
shares
|
$302,273
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Appleton Partners Inc
|
Jul 22, 2025 Q2 2025 |
6,539
shares
|
$296,870
0.02% of portfolio
|
Q3 2024
Reduced 1.51%
|
|
|
Shore Haven Wealth Partners, LLC
|
May 06, 2025 Q1 2025 |
6,384
shares
|
$289,833
0.16% of portfolio
|
Q1 2025
Reduced 61.2%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
May 05, 2025 Q1 2025 |
6,298
shares
|
$285,929
0.01% of portfolio
|
Q1 2025
Added 6.96%
|