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 |
|---|---|---|---|---|---|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
3,938
shares
|
$181,620
0.0% of portfolio
|
Q3 2024
Reduced 31.03%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 05, 2024 Q3 2024 |
3,825
shares
|
$176,409
0.01% of portfolio
|
Q4 2023
Added 99.95%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
3,495
shares
|
$161,189
0.02% of portfolio
|
Q3 2023
Reduced 12.84%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
3,365
shares
|
$155,193
0.0% of portfolio
|
Q3 2024
Added 29.32%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
3,270
shares
|
$150,812
0.09% of portfolio
|
Q3 2024
Reduced 5.98%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
3,069
shares
|
$141,542
0.0% of portfolio
|
Q3 2024
Reduced 15.18%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
3,063
shares
|
$141,265
0.0% of portfolio
|
Q2 2024
Reduced 5.35%
|
|
|
Investors Research Corp
|
Nov 12, 2024 Q3 2024 |
3,050
shares
|
$140,666
0.03% of portfolio
|
Q4 2020
Added 2.87%
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
2,981
shares
|
$137,483
0.01% of portfolio
|
Q1 2023
Reduced 1.58%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
2,817
shares
|
$129,920
0.01% of portfolio
|
Q3 2024
Reduced 31.16%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
2,805
shares
|
$129,366
0.0% of portfolio
|
Q2 2024
Reduced 30.83%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
2,483
shares
|
$114,515
0.0% of portfolio
|
Q2 2024
Added 128.85%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,409
shares
|
$111,103
0.0% of portfolio
|
Q2 2020
Added 9.51%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
2,381
shares
|
$109,811
0.0% of portfolio
|
Q3 2024
Added 2.32%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Oct 25, 2024 Q3 2024 |
2,325
shares
|
$107,229
0.06% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
2,115
shares
|
$97,543
0.03% of portfolio
|
Q1 2024
Added 2.97%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
2,098
shares
|
$96,759
0.0% of portfolio
|
Q3 2024
Reduced 47.05%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
1,890
shares
|
$87,166
0.05% of portfolio
|
Q1 2023
New holding
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
1,780
shares
|
$82,093
0.13% of portfolio
|
Q4 2023
Added 8.54%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,744
shares
|
$80,433
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
1,714
shares
|
$79,049
0.0% of portfolio
|
Q3 2024
Reduced 6.03%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Oct 18, 2024 Q3 2024 |
1,698
shares
|
$78,311
0.03% of portfolio
|
Q3 2024
Reduced 5.56%
|
|
|
Hallmark Capital Management Inc
|
Nov 06, 2024 Q3 2024 |
1,639
shares
|
$75,590
0.01% of portfolio
|
Q2 2023
Reduced 2.85%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
1,577
shares
|
$72,731
0.01% of portfolio
|
Q3 2024
Added 173.31%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
1,573
shares
|
$72,546
0.02% of portfolio
|
Q4 2022
Added 2.08%
|