Institutional Ownership Ishares Tr (IYY)
This table provides information about the institutional ownership of Ishares Tr (IYY). We have compiled data on the 292 institutions that hold shares in the stock, with a total of 3.74 Million shares, which have been reported (via 13F filing form) to have a value of $611 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ritholtz Wealth Management
|
Oct 28, 2025 Q3 2025 |
14,107
shares
|
$2.3 Million
0.05% of portfolio
|
Q2 2024
Reduced 4.79%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
13,808
shares
|
$2.25 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.58%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
13,009
shares
|
$2.12 Million
0.01% of portfolio
|
Q3 2025
Added 3.37%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Nov 04, 2025 Q3 2025 |
12,872
shares
|
$2.1 Million
0.88% of portfolio
|
Q3 2025
Reduced 38.61%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
12,638
shares
|
$2.06 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.9%
|
|
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
Nov 04, 2024 Q3 2024 |
11,956
shares
|
$1.95 Million
1.78% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
11,573
shares
|
$1.89 Million
0.0% of portfolio
|
Q3 2025
Added 186.39%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
11,548
shares
|
$1.89 Million
0.0% of portfolio
|
Q3 2025
Added 3.37%
|
|
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
Oct 24, 2025 Q3 2025 |
10,776
shares
|
$1.76 Million
0.71% of portfolio
|
Q3 2025
Reduced 1.07%
|
|
|
Thomasville National Bank
|
Oct 10, 2025 Q3 2025 |
10,680
shares
|
$1.74 Million
0.11% of portfolio
|
Q3 2025
Reduced 1.21%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
10,592
shares
|
$1.73 Million
0.05% of portfolio
|
Q3 2025
Added 3.36%
|
|
|
New Square Capital LLC
|
Nov 12, 2025 Q3 2025 |
10,411
shares
|
$1.7 Million
0.12% of portfolio
|
Q3 2025
Added 7.31%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
9,319
shares
|
$1.52 Million
0.04% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Seven Mile Advisory
Ewing, NJ |
Nov 13, 2025 Q3 2025 |
9,306
shares
|
$1.52 Million
0.24% of portfolio
|
Q2 2023
New holding
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Oct 17, 2025 Q3 2025 |
9,285
shares
|
$1.52 Million
0.43% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Belvedere Trading LLC
|
Oct 27, 2025 Q3 2025 |
9,173
shares
|
$1.5 Million
0.0% of portfolio
|
Q3 2025
Reduced 16.7%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
9,120
shares
|
$1.49 Million
0.03% of portfolio
|
Q2 2020
Added 14.78%
|
|
|
Brown Advisory Inc
|
Nov 14, 2025 Q3 2025 |
9,000
shares
|
$1.47 Million
0.0% of portfolio
|
Q1 2025
Reduced 6.96%
|
|
|
Mathes Company, Inc.
|
Nov 12, 2025 Q3 2025 |
8,900
shares
|
$1.45 Million
0.52% of portfolio
|
Q1 2025
Reduced 1.11%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Nov 12, 2025 Q3 2025 |
8,890
shares
|
$1.45 Million
0.23% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
8,260
shares
|
$1.35 Million
0.31% of portfolio
|
Q4 2022
Reduced 98.93%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Oct 17, 2025 Q3 2025 |
8,091
shares
|
$1.32 Million
0.53% of portfolio
|
Q3 2025
Reduced 40.67%
|
|
|
Fayez Sarofim & CO
Houston, TX |
Nov 14, 2025 Q3 2025 |
8,000
shares
|
$1.31 Million
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
7,878
shares
|
$1.29 Million
0.0% of portfolio
|
Q3 2025
Added 6.75%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
7,600
shares
|
$1.24 Million
0.02% of portfolio
|
Q1 2024
New holding
|
|