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 |
|---|---|---|---|---|---|
|
North Star Asset Management Inc
|
Feb 19, 2025 Q4 2024 |
1,800
shares
|
$263,268
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
1,756
shares
|
$256,832
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Guided Capital Wealth Management, LLC
Houston, TX |
Jan 29, 2025 Q4 2024 |
1,738
shares
|
$254,199
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
1,695
shares
|
$247,910
0.01% of portfolio
|
Q4 2024
Reduced 4.78%
|
|
|
One Day In July LLC
|
Feb 03, 2025 Q4 2024 |
1,651
shares
|
$241,475
0.02% of portfolio
|
Q4 2024
Reduced 8.53%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
1,639
shares
|
$239,720
0.02% of portfolio
|
Q3 2024
Reduced 3.81%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Jan 28, 2025 Q4 2024 |
1,636
shares
|
$239,281
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
1,591
shares
|
$232,699
0.0% of portfolio
|
Q4 2024
Reduced 6.52%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jan 27, 2025 Q4 2024 |
1,570
shares
|
$229,628
0.05% of portfolio
|
Q4 2024
Added 1.36%
|
|
|
Blb&B Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
1,570
shares
|
$229,628
0.01% of portfolio
|
Q2 2024
Reduced 3.09%
|
|
|
Wbh Advisory Inc
|
Jan 30, 2025 Q4 2024 |
1,500
shares
|
$219,390
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Cpr Investments Inc.
Rochester, MI |
Jan 14, 2025 Q4 2024 |
1,474
shares
|
$215,587
0.45% of portfolio
|
Q4 2024
New holding
|
|
|
Rocky Mountain Advisers, LLC
|
Jan 29, 2025 Q4 2024 |
1,450
shares
|
$212,077
0.17% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Main Street Research LLC
Sausalito, CA |
Feb 07, 2025 Q4 2024 |
1,446
shares
|
$211,491
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
1,445
shares
|
$211,345
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Keybank National Association
|
Feb 06, 2025 Q4 2024 |
1,424
shares
|
$208,274
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fagan Associates, Inc.
|
Jan 31, 2025 Q4 2024 |
1,400
shares
|
$204,764
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
1,359
shares
|
$198,767
0.01% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
1,258
shares
|
$183,995
0.0% of portfolio
|
Q2 2024
Added 13.54%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
1,150
shares
|
$168,199
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
1,138
shares
|
$166,443
0.01% of portfolio
|
Q2 2022
Reduced 16.01%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
1,124
shares
|
$164,396
0.0% of portfolio
|
Q4 2024
Added 940.74%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Feb 11, 2025 Q4 2024 |
1,124
shares
|
$164,396
0.0% of portfolio
|
Q1 2022
Reduced 7.18%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Feb 11, 2025 Q4 2024 |
1,069
shares
|
$156,351
0.01% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Feb 14, 2025 Q4 2024 |
800
shares
|
$117,008
0.01% of portfolio
|
Q4 2021
New holding
|