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 |
|---|---|---|---|---|---|
|
Destination Wealth Management
|
Nov 14, 2025 Q3 2025 |
1,380
shares
|
$225,340
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Nov 04, 2025 Q3 2025 |
1,365
shares
|
$222,890
0.04% of portfolio
|
Q3 2025
Reduced 15.48%
|
|
|
Wedmont Private Capital
|
Oct 08, 2025 Q3 2025 |
1,363
shares
|
$222,564
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Oct 22, 2025 Q3 2025 |
1,346
shares
|
$219,788
0.03% of portfolio
|
Q2 2025
Reduced 14.49%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
1,263
shares
|
$206,235
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
1,258
shares
|
$205,418
0.0% of portfolio
|
Q2 2024
Added 13.54%
|
|
|
Baker Avenue Asset Management, LP
|
Oct 30, 2025 Q3 2025 |
1,258
shares
|
$205,418
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 06, 2025 Q3 2025 |
1,245
shares
|
$203,296
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
1,190
shares
|
$194,315
0.01% of portfolio
|
Q3 2025
Reduced 23.72%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
1,176
shares
|
$192,029
0.07% of portfolio
|
Q3 2025
Added 100.0%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
1,138
shares
|
$185,824
0.01% of portfolio
|
Q2 2022
Reduced 16.01%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 31, 2025 Q3 2025 |
1,124
shares
|
$183,537
0.0% of portfolio
|
Q1 2022
Reduced 7.18%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 13, 2025 Q3 2025 |
1,077
shares
|
$175,863
0.01% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
1,046
shares
|
$170,801
0.0% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
971
shares
|
$158,554
0.04% of portfolio
|
Q3 2025
Added 5.43%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
910
shares
|
$148,593
0.0% of portfolio
|
Q1 2025
Added 61.35%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2025 Q3 2025 |
800
shares
|
$130,632
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
780
shares
|
$127,366
0.0% of portfolio
|
Q3 2025
Added 137.08%
|
|
|
Integrity Financial Corp
|
Nov 06, 2025 Q3 2025 |
739
shares
|
$120,671
0.06% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
650
shares
|
$106,138
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
573
shares
|
$93,565
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Triumph Capital Management
|
Nov 14, 2025 Q3 2025 |
573
shares
|
$93,565
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Grove Bank & Trust
|
Oct 06, 2025 Q3 2025 |
497
shares
|
$81,155
0.01% of portfolio
|
Q3 2025
Reduced 37.01%
|
|
|
Financial Life Planners
Tempe, AZ |
Nov 13, 2025 Q3 2025 |
491
shares
|
$80,175
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
483
shares
|
$78,869
0.0% of portfolio
|
Q3 2025
Added 0.21%
|
|