Institutional Ownership Ishares Tr (IYY)
This table provides information about the institutional ownership of Ishares Tr (IYY). We have compiled data on the 291 institutions that hold shares in the stock, with a total of 3.79 Million shares, which have been reported (via 13F filing form) to have a value of $620 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
27,366
shares
|
$4.47 Million
0.02% of portfolio
|
Q2 2025
Added 21.07%
|
|
|
Money Concepts Capital Corp
|
Nov 04, 2025 Q3 2025 |
25,647
shares
|
$4.19 Million
0.28% of portfolio
|
Q3 2025
Reduced 0.24%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
24,904
shares
|
$4.07 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.57%
|
|
|
First Heartland Consultants, Inc.
|
Nov 10, 2025 Q3 2025 |
24,366
shares
|
$3.98 Million
0.36% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 07, 2025 Q3 2025 |
24,253
shares
|
$3.96 Million
0.0% of portfolio
|
Q3 2025
Added 329.41%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
23,172
shares
|
$3.79 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.53%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
22,998
shares
|
$3.76 Million
0.02% of portfolio
|
Q2 2025
Added 0.59%
|
|
|
Arkansas Financial Group, Inc.
|
Oct 24, 2025 Q3 2025 |
22,572
shares
|
$3.69 Million
0.55% of portfolio
|
Q3 2025
Added 31.12%
|
|
|
Asset Advisors Investment Management, LLC
|
Oct 23, 2025 Q3 2025 |
22,554
shares
|
$3.69 Million
0.35% of portfolio
|
Q3 2025
Reduced 1.29%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
21,766
shares
|
$3.56 Million
0.79% of portfolio
|
Q2 2022
Added 32.78%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
21,455
shares
|
$3.51 Million
0.01% of portfolio
|
Q1 2025
Added 175.77%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
20,524
shares
|
$3.35 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.57%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
20,311
shares
|
$3.32 Million
0.0% of portfolio
|
Q2 2025
Reduced 17.66%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
20,046
shares
|
$3.28 Million
0.01% of portfolio
|
Q3 2025
Added 7.43%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
18,946
shares
|
$3.1 Million
0.39% of portfolio
|
Q4 2024
Reduced 4.98%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
18,931
shares
|
$3.09 Million
0.0% of portfolio
|
Q3 2025
Added 11.1%
|
|
|
Elevation Capital Advisory, LLC
Bend, OR |
Oct 30, 2025 Q3 2025 |
18,022
shares
|
$2.95 Million
1.17% of portfolio
|
Q3 2025
New holding
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Oct 06, 2025 Q3 2025 |
17,311
shares
|
$2.83 Million
0.25% of portfolio
|
Q3 2025
Added 1.86%
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
16,790
shares
|
$2.74 Million
0.07% of portfolio
|
Q1 2025
Reduced 2.14%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Oct 23, 2025 Q3 2025 |
16,197
shares
|
$2.65 Million
1.22% of portfolio
|
Q2 2025
Reduced 1.82%
|
|
|
Coastal Bridge Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
16,115
shares
|
$2.63 Million
0.22% of portfolio
|
Q3 2025
Reduced 2.26%
|
|
|
Ellis Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
15,628
shares
|
$2.55 Million
0.48% of portfolio
|
Q3 2025
Added 11.5%
|
|
|
Stratos Wealth Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
14,447
shares
|
$2.36 Million
0.12% of portfolio
|
Q3 2025
Reduced 2.21%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
14,336
shares
|
$2.34 Million
0.01% of portfolio
|
Q2 2023
Reduced 4.1%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
14,186
shares
|
$2.32 Million
0.01% of portfolio
|
Q3 2025
Reduced 4.12%
|