Institutional Ownership Ishares Tr (IYY)
This table provides information about the institutional ownership of Ishares Tr (IYY). We have compiled data on the 279 institutions that hold shares in the stock, with a total of 3.9 Million shares, which have been reported (via 13F filing form) to have a value of $581 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Congress Wealth Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
5,729
shares
|
$837,923
0.01% of portfolio
|
Q4 2024
Added 3.34%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
5,634
shares
|
$824,028
0.03% of portfolio
|
Q3 2024
Added 7.21%
|
|
|
Sonata Capital Group Inc
|
Jan 29, 2025 Q4 2024 |
5,549
shares
|
$811,596
0.33% of portfolio
|
Q4 2024
Reduced 8.27%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
5,487
shares
|
$802,528
0.0% of portfolio
|
Q2 2023
Reduced 57.37%
|
|
|
Northern Trust Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
5,445
shares
|
$796,385
0.0% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
5,436
shares
|
$795,069
0.01% of portfolio
|
Q1 2024
Reduced 28.98%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
5,436
shares
|
$795,069
0.0% of portfolio
|
Q4 2024
Reduced 33.65%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Feb 10, 2025 Q4 2024 |
5,436
shares
|
$795,069
0.02% of portfolio
|
Q3 2024
Added 20.53%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
5,408
shares
|
$790,974
0.02% of portfolio
|
Q3 2024
Reduced 7.38%
|
|
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
Feb 07, 2025 Q4 2024 |
5,400
shares
|
$789,804
0.69% of portfolio
|
Q4 2024
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
5,385
shares
|
$787,610
0.01% of portfolio
|
Q4 2024
Reduced 17.72%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
5,366
shares
|
$784,831
0.03% of portfolio
|
Q4 2024
Added 1.86%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Jan 23, 2025 Q4 2024 |
5,176
shares
|
$757,041
0.25% of portfolio
|
Q3 2019
Reduced 50.0%
|
|
|
Ballew Advisors, Inc
|
Jan 15, 2025 Q4 2024 |
4,740
shares
|
$693,272
0.45% of portfolio
|
Q4 2024
Reduced 0.52%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
4,648
shares
|
$679,816
0.01% of portfolio
|
Q4 2024
Reduced 4.56%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Feb 13, 2025 Q4 2024 |
4,606
shares
|
$673,673
0.36% of portfolio
|
Q4 2024
Reduced 3.26%
|
|
|
Synovus Financial Corp
Columbus, GA |
Feb 13, 2025 Q4 2024 |
4,450
shares
|
$650,857
0.01% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
4,380
shares
|
$640,618
0.01% of portfolio
|
Q4 2023
Reduced 24.14%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
4,359
shares
|
$637,547
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Feb 06, 2025 Q4 2024 |
4,354
shares
|
$636,816
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
4,295
shares
|
$628,186
0.01% of portfolio
|
Q4 2024
Reduced 3.24%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
4,145
shares
|
$606,247
0.0% of portfolio
|
Q4 2024
Reduced 15.67%
|
|
|
Heritage Investment Group, Inc.
|
Jan 28, 2025 Q4 2024 |
4,094
shares
|
$598,788
0.11% of portfolio
|
Q4 2021
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
4,051
shares
|
$592,499
0.0% of portfolio
|
Q4 2024
Added 7.8%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
4,021
shares
|
$588,111
0.0% of portfolio
|
Q4 2024
Added 0.3%
|