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 |
|---|---|---|---|---|---|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
9,324
shares
|
$430,022
0.0% of portfolio
|
Q3 2024
Reduced 0.89%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
9,212
shares
|
$424,857
0.0% of portfolio
|
Q3 2024
Reduced 1.85%
|
|
|
Magnus Financial Group LLC
New York, NY |
Oct 15, 2024 Q3 2024 |
9,171
shares
|
$422,966
0.04% of portfolio
|
Q3 2024
Added 1.3%
|
|
|
Simmons Bank
|
Nov 05, 2024 Q3 2024 |
9,129
shares
|
$421,029
0.03% of portfolio
|
Q3 2023
Reduced 0.4%
|
|
|
Narwhal Capital Management
|
Oct 22, 2024 Q3 2024 |
8,825
shares
|
$407,009
0.04% of portfolio
|
Q2 2021
New holding
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
8,688
shares
|
$400,690
0.05% of portfolio
|
Q3 2024
Added 5.0%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
8,659
shares
|
$399,353
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
8,606
shares
|
$396,908
0.01% of portfolio
|
Q2 2024
Added 9.55%
|
|
|
Country Club Bank
|
Oct 23, 2024 Q3 2024 |
8,459
shares
|
$390,129
0.03% of portfolio
|
Q3 2024
Reduced 4.58%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
8,389
shares
|
$386,900
0.01% of portfolio
|
Q3 2024
Added 50.69%
|
|
|
Mcf Advisors LLC
Covington, KY |
Oct 24, 2024 Q3 2024 |
8,336
shares
|
$384,456
0.03% of portfolio
|
Q1 2022
New holding
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
8,118
shares
|
$374,402
0.01% of portfolio
|
Q4 2023
Added 1.65%
|
|
|
Bernardo Wealth Planning LLC
|
Oct 18, 2024 Q3 2024 |
7,980
shares
|
$368,037
0.09% of portfolio
|
Q3 2024
Reduced 3.25%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 26, 2024 Q3 2024 |
7,865
shares
|
$362,733
0.01% of portfolio
|
Q2 2024
Reduced 1.56%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
7,855
shares
|
$362,272
0.01% of portfolio
|
Q3 2024
Added 13.5%
|
|
|
Capital Investment Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
7,838
shares
|
$361,488
0.01% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Rosenberg Matthew Hamilton
|
Oct 28, 2024 Q3 2024 |
7,716
shares
|
$355,861
0.09% of portfolio
|
Q3 2024
Reduced 3.61%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
7,710
shares
|
$355,585
0.06% of portfolio
|
Q3 2024
Added 5.08%
|
|
|
Mayflower Financial Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
7,621
shares
|
$351,480
0.06% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Market Street Wealth Management Advisors LLC
|
Oct 16, 2024 Q3 2024 |
7,557
shares
|
$348,528
0.06% of portfolio
|
Q3 2024
Reduced 7.04%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
7,434
shares
|
$342,856
0.0% of portfolio
|
Q3 2024
Reduced 6.98%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
7,205
shares
|
$332,294
0.01% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
7,200
shares
|
$332,064
0.0% of portfolio
|
Q2 2024
Reduced 8.94%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
7,197
shares
|
$331,925
0.02% of portfolio
|
Q3 2024
Added 1.72%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Oct 16, 2024 Q3 2024 |
7,165
shares
|
$330,449
0.01% of portfolio
|
Q3 2024
Reduced 0.83%
|