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 |
|---|---|---|---|---|---|
|
Sp Asset Management LLC
Cupertino, CA |
Feb 06, 2025 Q4 2024 |
2,230
shares
|
$326,159
0.03% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Cooper/Haims Advisors, LLC
|
Feb 13, 2025 Q4 2024 |
2,229
shares
|
$326,013
0.18% of portfolio
|
Q2 2024
Reduced 2.96%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Feb 11, 2025 Q4 2024 |
2,200
shares
|
$321,772
0.0% of portfolio
|
Q1 2024
Reduced 0.9%
|
|
|
Clarity Wealth Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
2,199
shares
|
$321,625
0.09% of portfolio
|
Q4 2024
Reduced 4.81%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Jan 24, 2025 Q4 2024 |
2,190
shares
|
$320,309
0.17% of portfolio
|
Q1 2023
New holding
|
|
|
Essex LLC
|
Jan 28, 2025 Q4 2024 |
2,170
shares
|
$317,384
0.07% of portfolio
|
Q1 2024
Reduced 21.66%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
2,152
shares
|
$314,751
0.01% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
2,150
shares
|
$314,459
0.01% of portfolio
|
Q4 2023
Reduced 7.25%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
2,145
shares
|
$313,727
0.01% of portfolio
|
Q3 2024
Reduced 91.24%
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
Feb 14, 2025 Q4 2024 |
2,112
shares
|
$308,901
0.1% of portfolio
|
Q1 2023
New holding
|
|
|
Planned Solutions, Inc.
|
Jan 16, 2025 Q4 2024 |
2,106
shares
|
$308,023
0.13% of portfolio
|
Q1 2023
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
2,090
shares
|
$305,683
0.0% of portfolio
|
Q1 2024
Added 1.85%
|
|
|
Brighton Jones LLC
|
Jan 17, 2025 Q4 2024 |
2,085
shares
|
$304,952
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jan 27, 2025 Q4 2024 |
2,069
shares
|
$302,611
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Camden Capital, LLC
|
Jan 29, 2025 Q4 2024 |
2,057
shares
|
$300,856
0.03% of portfolio
|
Q4 2024
Reduced 6.37%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Jan 17, 2025 Q4 2024 |
2,006
shares
|
$293,397
0.12% of portfolio
|
Q4 2024
Reduced 4.39%
|
|
|
Sandy Cove Advisors, LLC
Hingham, MA |
Jan 15, 2025 Q4 2024 |
1,923
shares
|
$281,257
0.11% of portfolio
|
Q2 2023
New holding
|
|
|
Garner Asset Management Corp
|
Feb 13, 2025 Q4 2024 |
1,922
shares
|
$281,111
0.12% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,920
shares
|
$280,819
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
1,907
shares
|
$278,917
0.01% of portfolio
|
Q4 2024
Reduced 9.49%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
1,900
shares
|
$277,894
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
1,857
shares
|
$271,604
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
1,851
shares
|
$270,727
0.01% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Feb 10, 2025 Q4 2024 |
1,841
shares
|
$269,264
0.1% of portfolio
|
Q2 2024
Reduced 1.34%
|
|
|
Lake Street Financial LLC
|
Jan 15, 2025 Q4 2024 |
1,809
shares
|
$264,584
0.04% of portfolio
|
Q4 2024
Reduced 1.58%
|