Institutional Ownership Ishares Tr (IYY)
This table provides information about the institutional ownership of Ishares Tr (IYY). We have compiled data on the 267 institutions that hold shares in the stock, with a total of 3.57 Million shares, which have been reported (via 13F filing form) to have a value of $526 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Duncker Streett & CO Inc
|
Nov 12, 2024 Q3 2024 |
100
shares
|
$14,744
0.0% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
100
shares
|
$14,744
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
84
shares
|
$12,384
0.0% of portfolio
|
Q3 2024
Reduced 35.38%
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
70
shares
|
$10,320
0.0% of portfolio
|
Q4 2024
Added 75.0%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
66
shares
|
$9,731
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 15, 2024 Q3 2024 |
63
shares
|
$9,288
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Aviso Financial Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
50
shares
|
$7,372
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
50
shares
|
$7,372
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
40
shares
|
$5,897
0.0% of portfolio
|
Q4 2021
Reduced 90.15%
|
|
|
Soa Wealth Advisors, Llc.
|
Jan 28, 2025 Q4 2024 |
38
shares
|
$5,602
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
30
shares
|
$4,423
0.0% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 14, 2025 Q4 2024 |
28
shares
|
$4,128
0.0% of portfolio
|
Q4 2024
Reduced 96.62%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
25
shares
|
$3,686
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
11
shares
|
$1,621
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 13, 2024 Q3 2024 |
4
shares
|
$589
0.0% of portfolio
|
Q4 2023
Reduced 20.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|