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 |
|---|---|---|---|---|---|
|
Melfa Wealth Management, LLC
Westborough, MA |
Oct 27, 2025 Q3 2025 |
2,271
shares
|
$370,831
0.22% of portfolio
|
Q1 2024
Reduced 2.15%
|
|
|
H&H Retirement Design & Management Inc
|
Nov 12, 2025 Q3 2025 |
2,270
shares
|
$370,668
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
2,257
shares
|
$368,545
0.02% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Sp Asset Management LLC
Cupertino, CA |
Nov 04, 2025 Q3 2025 |
2,246
shares
|
$366,749
0.03% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 14, 2025 Q3 2025 |
2,218
shares
|
$362,177
0.0% of portfolio
|
Q1 2025
Added 0.82%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Oct 22, 2025 Q3 2025 |
2,190
shares
|
$357,605
0.17% of portfolio
|
Q1 2023
New holding
|
|
|
Essex LLC
|
Oct 23, 2025 Q3 2025 |
2,170
shares
|
$354,339
0.07% of portfolio
|
Q1 2024
Reduced 21.66%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
2,150
shares
|
$351,073
0.01% of portfolio
|
Q4 2023
Reduced 7.25%
|
|
|
Clarity Wealth Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
2,119
shares
|
$346,011
0.08% of portfolio
|
Q2 2025
Reduced 3.64%
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
Nov 05, 2025 Q3 2025 |
2,112
shares
|
$344,868
0.09% of portfolio
|
Q1 2023
New holding
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
2,110
shares
|
$344,541
0.0% of portfolio
|
Q3 2025
Added 292.19%
|
|
|
Planned Solutions, Inc.
|
Oct 23, 2025 Q3 2025 |
2,106
shares
|
$343,888
0.13% of portfolio
|
Q1 2023
New holding
|
|
|
Camden Capital, LLC
|
Nov 13, 2025 Q3 2025 |
2,057
shares
|
$335,887
0.02% of portfolio
|
Q4 2024
Reduced 6.37%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
2,054
shares
|
$335,397
0.01% of portfolio
|
Q3 2025
Reduced 2.14%
|
|
|
Cooper/Haims Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
2,044
shares
|
$333,764
0.16% of portfolio
|
Q3 2025
Reduced 5.06%
|
|
|
Wealthstar Advisors, LLC
Plano, TX |
Nov 12, 2025 Q3 2025 |
1,994
shares
|
$325,600
0.14% of portfolio
|
Q3 2025
Reduced 26.85%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
1,954
shares
|
$319,068
0.01% of portfolio
|
Q3 2025
Added 29.66%
|
|
|
Curat Global, LLC
Springfield, NH |
Oct 28, 2025 Q3 2025 |
1,948
shares
|
$318,088
0.3% of portfolio
|
Q3 2025
Added 34.34%
|
|
|
Sandy Cove Advisors, LLC
Hingham, MA |
Oct 22, 2025 Q3 2025 |
1,923
shares
|
$314,006
0.1% of portfolio
|
Q2 2023
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,920
shares
|
$313,516
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
1,900
shares
|
$310,251
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
1,857
shares
|
$303,229
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Feb 10, 2025 Q4 2024 |
1,841
shares
|
$300,616
0.1% of portfolio
|
Q2 2024
Reduced 1.34%
|
|
|
North Star Asset Management Inc
|
Nov 10, 2025 Q3 2025 |
1,800
shares
|
$293,922
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
1,756
shares
|
$286,737
0.06% of portfolio
|
Q4 2022
New holding
|
|