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 3.75 Million shares, which have been reported (via 13F filing form) to have a value of $613 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
5,578
shares
|
$910,831
0.0% of portfolio
|
Q3 2025
Added 38.21%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
5,487
shares
|
$895,972
0.0% of portfolio
|
Q2 2023
Reduced 57.37%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
5,440
shares
|
$888,297
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
5,436
shares
|
$887,644
0.01% of portfolio
|
Q1 2024
Reduced 28.98%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Nov 04, 2025 Q3 2025 |
5,436
shares
|
$887,644
0.02% of portfolio
|
Q3 2024
Added 20.53%
|
|
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
Oct 21, 2025 Q3 2025 |
5,400
shares
|
$881,766
0.61% of portfolio
|
Q4 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
5,335
shares
|
$871,152
0.01% of portfolio
|
Q2 2025
Reduced 5.31%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
5,240
shares
|
$855,639
0.01% of portfolio
|
Q3 2025
Added 15.55%
|
|
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
Nov 04, 2025 Q3 2025 |
5,220
shares
|
$852,373
0.71% of portfolio
|
Q3 2025
Reduced 0.38%
|
|
|
Patten & Patten Inc
|
Oct 31, 2025 Q3 2025 |
5,107
shares
|
$833,922
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
4,949
shares
|
$808,122
0.01% of portfolio
|
Q3 2025
Reduced 1.04%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
4,911
shares
|
$801,917
0.01% of portfolio
|
Q3 2025
Reduced 0.49%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
4,863
shares
|
$794,079
0.02% of portfolio
|
Q3 2025
Reduced 16.56%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
4,850
shares
|
$791,956
0.01% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
4,725
shares
|
$771,545
0.0% of portfolio
|
Q3 2025
Added 2.27%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 07, 2025 Q3 2025 |
4,551
shares
|
$743,132
0.01% of portfolio
|
Q3 2025
Added 1.93%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
4,540
shares
|
$741,336
0.0% of portfolio
|
Q3 2025
Added 56.5%
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
4,520
shares
|
$738,070
0.02% of portfolio
|
Q3 2025
Added 86.78%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
4,380
shares
|
$715,210
0.01% of portfolio
|
Q4 2023
Reduced 24.14%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
4,354
shares
|
$710,964
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Nov 07, 2025 Q3 2025 |
4,279
shares
|
$698,717
0.01% of portfolio
|
Q2 2025
Added 13.23%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
4,261
shares
|
$695,778
0.0% of portfolio
|
Q3 2025
Added 34.08%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
4,201
shares
|
$685,981
0.0% of portfolio
|
Q2 2025
Added 14.84%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
4,171
shares
|
$681,082
0.02% of portfolio
|
Q3 2025
Added 100.05%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
4,170
shares
|
$680,919
0.01% of portfolio
|
Q3 2025
Reduced 9.68%
|
|