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 |
|---|---|---|---|---|---|
|
Money Concepts Capital Corp
|
Jan 27, 2025 Q4 2024 |
25,409
shares
|
$3.75 Million
0.29% of portfolio
|
Q4 2024
Added 6.66%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
25,349
shares
|
$3.74 Million
0.02% of portfolio
|
Q4 2024
Added 5.73%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
24,046
shares
|
$3.55 Million
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Asset Advisors Investment Management, LLC
|
Nov 26, 2024 Q3 2024 |
23,884
shares
|
$3.52 Million
0.35% of portfolio
|
Q3 2024
Reduced -0.0%
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
23,742
shares
|
$3.5 Million
0.36% of portfolio
|
Q3 2024
Added 1.7%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
23,648
shares
|
$3.49 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Elevation Capital Advisory, LLC
Bend, OR |
Nov 04, 2024 Q3 2024 |
22,387
shares
|
$3.3 Million
1.38% of portfolio
|
Q3 2024
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
22,387
shares
|
$3.3 Million
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
22,058
shares
|
$3.25 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
22,049
shares
|
$3.25 Million
0.0% of portfolio
|
Q3 2024
Added 7.22%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
21,766
shares
|
$3.21 Million
0.79% of portfolio
|
Q2 2022
Added 32.78%
|
|
|
Trinity Point Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
19,940
shares
|
$2.94 Million
0.41% of portfolio
|
Q3 2024
Reduced 3.82%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Jan 17, 2025 Q4 2024 |
17,878
shares
|
$2.64 Million
1.35% of portfolio
|
Q4 2024
New holding
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
16,859
shares
|
$2.49 Million
0.0% of portfolio
|
Q4 2024
Reduced 4.31%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
16,309
shares
|
$2.4 Million
0.01% of portfolio
|
Q3 2024
Added 2.95%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
16,193
shares
|
$2.39 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
15,818
shares
|
$2.33 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
15,196
shares
|
$2.24 Million
0.11% of portfolio
|
Q4 2024
Reduced 26.83%
|
|
|
Arkansas Financial Group, Inc.
|
Jan 17, 2025 Q4 2024 |
14,929
shares
|
$2.2 Million
0.35% of portfolio
|
Q4 2024
Added 12.9%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
14,336
shares
|
$2.11 Million
0.01% of portfolio
|
Q2 2023
Reduced 4.1%
|
|
|
Ritholtz Wealth Management
|
Jan 14, 2025 Q4 2024 |
14,107
shares
|
$2.08 Million
0.06% of portfolio
|
Q2 2024
Reduced 4.79%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jan 22, 2025 Q4 2024 |
13,734
shares
|
$2.02 Million
0.21% of portfolio
|
Q4 2024
Added 13.69%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
12,849
shares
|
$1.89 Million
0.01% of portfolio
|
Q3 2024
Added 0.94%
|
|
|
Thomasville National Bank
|
Jan 13, 2025 Q4 2024 |
12,567
shares
|
$1.85 Million
0.13% of portfolio
|
Q4 2024
Added 1.17%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
12,525
shares
|
$1.85 Million
0.0% of portfolio
|
Q3 2024
Added 1.25%
|