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 |
|---|---|---|---|---|---|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
480
shares
|
$78,379
0.0% of portfolio
|
Q2 2023
Reduced 29.41%
|
|
|
Bangor Savings Bank
Bangor, ME |
Oct 27, 2025 Q3 2025 |
472
shares
|
$77,072
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
437
shares
|
$71,357
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Townsend Asset Management Corp
|
Oct 16, 2025 Q3 2025 |
400
shares
|
$65,316
0.02% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
374
shares
|
$61,070
0.0% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 07, 2025 Q3 2025 |
364
shares
|
$59,437
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
358
shares
|
$58,457
0.0% of portfolio
|
Q1 2024
Reduced 60.04%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
290
shares
|
$47,354
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 03, 2025 Q3 2025 |
270
shares
|
$44,088
0.01% of portfolio
|
Q4 2023
Reduced 36.62%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 14, 2025 Q3 2025 |
257
shares
|
$41,965
0.0% of portfolio
|
Q2 2023
Added 100.0%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
254
shares
|
$41,475
0.0% of portfolio
|
Q3 2025
Reduced 93.33%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
250
shares
|
$40,822
0.0% of portfolio
|
Q3 2025
Reduced 93.45%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
223
shares
|
$36,413
0.01% of portfolio
|
Q1 2024
Added 0.45%
|
|
|
Glassman Wealth Services
|
Nov 10, 2025 Q3 2025 |
200
shares
|
$32,658
0.0% of portfolio
|
Q4 2023
Reduced 27.54%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
200
shares
|
$32,658
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
185
shares
|
$30,208
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
West Financial Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
146
shares
|
$23,840
0.0% of portfolio
|
Q3 2025
Reduced 8.75%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
131
shares
|
$21,390
0.0% of portfolio
|
Q2 2025
Reduced 3.68%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Nov 14, 2025 Q3 2025 |
126
shares
|
$20,574
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
High Mark Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
116
shares
|
$18,941
0.01% of portfolio
|
Q1 2025
Added 0.87%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
103
shares
|
$16,818
0.0% of portfolio
|
Q3 2025
Added 19.77%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
100
shares
|
$16,329
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Nov 06, 2025 Q3 2025 |
100
shares
|
$16,329
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Duncker Streett & CO Inc
|
Oct 23, 2025 Q3 2025 |
100
shares
|
$16,329
0.0% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
95
shares
|
$15,512
0.0% of portfolio
|
Q4 2024
Added 137.5%
|
|