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 |
|---|---|---|---|---|---|
|
Portfolio Solutions, LLC
Troy, MI |
Nov 14, 2022 Q3 2022 |
4,000
shares
|
$585,040
0.04% of portfolio
|
Q1 2022
Reduced 50.0%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 14, 2025 Q4 2024 |
3,974
shares
|
$581,237
0.13% of portfolio
|
Q4 2024
Reduced 2.55%
|
|
|
Washburn Capital Management, Inc.
|
Jan 28, 2025 Q4 2024 |
3,820
shares
|
$558,713
0.28% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
3,818
shares
|
$558,420
0.05% of portfolio
|
Q4 2024
Reduced 11.27%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
3,779
shares
|
$552,716
0.01% of portfolio
|
Q4 2021
Added 28.54%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
3,658
shares
|
$535,019
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Princeton Global Asset Management LLC
|
Jan 24, 2025 Q4 2024 |
3,600
shares
|
$526,536
0.1% of portfolio
|
Q3 2021
Added 827.84%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
3,574
shares
|
$522,733
0.03% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
3,523
shares
|
$515,273
0.01% of portfolio
|
Q4 2024
Reduced 0.93%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Jan 28, 2025 Q4 2024 |
3,397
shares
|
$496,845
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Evanson Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
3,389
shares
|
$495,675
0.04% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Ccg Wealth Management, LLC
|
Jan 24, 2025 Q4 2024 |
3,302
shares
|
$482,950
0.27% of portfolio
|
Q1 2024
Reduced 0.36%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
3,290
shares
|
$481,195
0.01% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Jan 08, 2025 Q4 2024 |
3,200
shares
|
$468,032
0.1% of portfolio
|
Q4 2024
Added 6.84%
|
|
|
Burke & Herbert Bank & Trust CO
|
Jan 31, 2025 Q4 2024 |
3,168
shares
|
$463,351
0.11% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
3,159
shares
|
$462,035
0.0% of portfolio
|
Q4 2024
Added 2.07%
|
|
|
Adviser Investments LLC
|
Feb 12, 2025 Q4 2024 |
3,120
shares
|
$456,331
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
3,034
shares
|
$443,752
0.11% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jan 13, 2025 Q4 2024 |
3,005
shares
|
$439,511
0.04% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Jan 16, 2025 Q4 2024 |
3,000
shares
|
$438,780
0.24% of portfolio
|
Q2 2021
Reduced 25.0%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Feb 06, 2025 Q4 2024 |
2,960
shares
|
$432,929
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 13, 2025 Q4 2024 |
2,945
shares
|
$430,735
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
2,885
shares
|
$421,960
0.0% of portfolio
|
Q4 2024
Added 3.22%
|
|
|
Laurel Wealth Planning LLC
Edina, MN |
Feb 03, 2025 Q4 2024 |
2,854
shares
|
$417,426
0.26% of portfolio
|
Q4 2024
Reduced 6.88%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jan 24, 2025 Q4 2024 |
2,846
shares
|
$416,255
0.06% of portfolio
|
Q4 2022
New holding
|