Institutional Ownership Ishares Tr (IYY)
This table provides information about the institutional ownership of Ishares Tr (IYY). We have compiled data on the 295 institutions that hold shares in the stock, with a total of 3.75 Million shares, which have been reported (via 13F filing form) to have a value of $613 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
453,190
shares
|
$74 Million
0.0% of portfolio
|
Q3 2025
Added 1.31%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
334,181
shares
|
$54.6 Million
0.02% of portfolio
|
Q3 2025
Added 1.87%
|
|
|
Sharp Financial Services, LLC
Horsham, PA |
Oct 27, 2025 Q3 2025 |
166,109
shares
|
$27.1 Million
14.68% of portfolio
|
Q3 2025
New holding
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
155,314
shares
|
$25.4 Million
0.14% of portfolio
|
Q3 2025
Reduced 1.08%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
144,724
shares
|
$23.6 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.4%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
134,733
shares
|
$22 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
111,877
shares
|
$18.3 Million
0.0% of portfolio
|
Q3 2025
Added 2.07%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
111,332
shares
|
$18.2 Million
0.02% of portfolio
|
Q3 2025
Reduced 3.26%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
95,769
shares
|
$15.6 Million
0.01% of portfolio
|
Q3 2025
Reduced 5.08%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
72,630
shares
|
$11.9 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.16%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
67,018
shares
|
$10.9 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.52%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
61,975
shares
|
$10.1 Million
0.02% of portfolio
|
Q3 2025
Added 8.94%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
60,098
shares
|
$9.81 Million
0.01% of portfolio
|
Q3 2025
Added 1.59%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
53,969
shares
|
$8.81 Million
0.01% of portfolio
|
Q3 2025
Added 1.91%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
43,976
shares
|
$7.18 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.57%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
42,998
shares
|
$7.02 Million
0.0% of portfolio
|
Q3 2025
Added 3.1%
|
|
|
Steinberganna Wealth Management
Huntington, NY |
Oct 23, 2025 Q3 2025 |
39,892
shares
|
$6.51 Million
3.05% of portfolio
|
Q3 2025
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
39,573
shares
|
$6.46 Million
0.0% of portfolio
|
Q3 2025
Added 1.3%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
39,273
shares
|
$6.41 Million
0.0% of portfolio
|
Q3 2025
Added 93.36%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
38,014
shares
|
$6.21 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
34,177
shares
|
$5.58 Million
0.0% of portfolio
|
Q3 2025
Reduced 51.32%
|
|
|
Lowe Wealth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
32,670
shares
|
$5.33 Million
1.98% of portfolio
|
Q3 2025
Reduced 3.65%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
31,070
shares
|
$5.07 Million
0.02% of portfolio
|
Q3 2025
Reduced 7.71%
|
|
|
Aspiriant, LLC
|
Oct 24, 2025 Q3 2025 |
29,744
shares
|
$4.86 Million
0.15% of portfolio
|
Q4 2020
Added 82.11%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
28,831
shares
|
$4.71 Million
0.02% of portfolio
|
Q3 2025
Added 5.35%
|
|