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 |
|---|---|---|---|---|---|
|
Ballew Advisors, Inc
|
Oct 15, 2025 Q3 2025 |
4,120
shares
|
$672,754
0.39% of portfolio
|
Q3 2025
Reduced 5.94%
|
|
|
Heritage Investment Group, Inc.
|
Oct 31, 2025 Q3 2025 |
4,094
shares
|
$668,509
0.11% of portfolio
|
Q4 2021
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
4,047
shares
|
$660,834
0.01% of portfolio
|
Q3 2025
Reduced 6.06%
|
|
|
Portfolio Solutions, LLC
Troy, MI |
Nov 14, 2022 Q3 2022 |
4,000
shares
|
$653,160
0.04% of portfolio
|
Q1 2022
Reduced 50.0%
|
|
|
Sky Oak Wealth, LLC
|
Oct 23, 2025 Q3 2025 |
3,890
shares
|
$635,198
0.12% of portfolio
|
Q2 2025
Added 68.03%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 09, 2025 Q3 2025 |
3,768
shares
|
$615,276
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 07, 2026 Q4 2025 |
3,766
shares
|
$614,950
0.11% of portfolio
|
Q2 2025
Reduced 5.23%
|
|
|
Princeton Global Asset Management LLC
|
Oct 09, 2025 Q3 2025 |
3,600
shares
|
$587,844
0.1% of portfolio
|
Q3 2021
Added 827.84%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
3,596
shares
|
$587,190
0.02% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Oct 20, 2025 Q3 2025 |
3,540
shares
|
$578,046
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Evanson Asset Management, LLC
|
Oct 14, 2025 Q3 2025 |
3,415
shares
|
$557,635
0.04% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Ccg Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
3,302
shares
|
$539,183
0.25% of portfolio
|
Q1 2024
Reduced 0.36%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Oct 10, 2025 Q3 2025 |
3,293
shares
|
$537,713
0.12% of portfolio
|
Q1 2025
Reduced 3.06%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
3,282
shares
|
$535,917
0.01% of portfolio
|
Q3 2025
Reduced 2.15%
|
|
|
Capital Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
3,278
shares
|
$535,264
0.01% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
3,214
shares
|
$524,814
0.02% of portfolio
|
Q3 2025
Reduced 15.73%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
3,166
shares
|
$516,976
0.0% of portfolio
|
Q2 2025
Added 33.98%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 12, 2025 Q3 2025 |
3,160
shares
|
$515,996
0.02% of portfolio
|
Q3 2025
Added 6.76%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
3,141
shares
|
$512,893
0.0% of portfolio
|
Q3 2025
Reduced 40.45%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
3,123
shares
|
$509,954
0.0% of portfolio
|
Q3 2025
Reduced 25.0%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Nov 21, 2025 Q3 2025 |
3,058
shares
|
$499,340
0.07% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
3,049
shares
|
$497,871
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 08, 2025 Q3 2025 |
3,027
shares
|
$494,278
0.03% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Adviser Investments LLC
|
Nov 10, 2025 Q3 2025 |
3,008
shares
|
$491,176
0.01% of portfolio
|
Q3 2025
Reduced 3.59%
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Nov 04, 2025 Q3 2025 |
3,000
shares
|
$489,870
0.24% of portfolio
|
Q2 2021
Reduced 25.0%
|
|