Institutional Ownership Ishares Tr (IYY)
This table provides information about the institutional ownership of Ishares Tr (IYY). We have compiled data on the 261 institutions that hold shares in the stock, with a total of 3.56 Million shares, which have been reported (via 13F filing form) to have a value of $528 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
5,436
shares
|
$810,725
0.01% of portfolio
|
Q1 2024
Reduced 28.98%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Oct 17, 2024 Q3 2024 |
5,436
shares
|
$810,725
0.02% of portfolio
|
Q3 2024
Added 20.53%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
5,408
shares
|
$806,549
0.02% of portfolio
|
Q3 2024
Reduced 7.38%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
5,268
shares
|
$785,669
0.03% of portfolio
|
Q3 2024
Reduced 1.24%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Jan 23, 2025 Q4 2024 |
5,176
shares
|
$771,948
0.25% of portfolio
|
Q3 2019
Reduced 50.0%
|
|
|
North Rock Partners, LLC
|
Oct 30, 2024 Q3 2024 |
4,968
shares
|
$740,927
0.06% of portfolio
|
Q3 2024
Reduced 25.09%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
4,915
shares
|
$733,023
0.0% of portfolio
|
Q3 2024
Added 18.63%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
4,870
shares
|
$726,311
0.0% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Nov 12, 2024 Q3 2024 |
4,761
shares
|
$710,055
0.35% of portfolio
|
Q2 2024
Reduced 0.04%
|
|
|
Ballew Advisors, Inc
|
Jan 15, 2025 Q4 2024 |
4,740
shares
|
$706,923
0.45% of portfolio
|
Q4 2024
Reduced 0.52%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 25, 2024 Q3 2024 |
4,443
shares
|
$662,629
0.01% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
4,439
shares
|
$662,032
0.01% of portfolio
|
Q3 2024
Reduced 5.09%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
4,380
shares
|
$653,233
0.01% of portfolio
|
Q4 2023
Reduced 24.14%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
4,359
shares
|
$650,101
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
4,354
shares
|
$649,355
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
4,303
shares
|
$641,749
0.06% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Heritage Investment Group, Inc.
|
Nov 06, 2024 Q3 2024 |
4,094
shares
|
$610,579
0.11% of portfolio
|
Q4 2021
New holding
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
4,009
shares
|
$597,902
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Portfolio Solutions, LLC
Troy, MI |
Nov 14, 2022 Q3 2022 |
4,000
shares
|
$596,560
0.04% of portfolio
|
Q1 2022
Reduced 50.0%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 14, 2025 Q4 2024 |
3,974
shares
|
$592,682
0.13% of portfolio
|
Q4 2024
Reduced 2.55%
|
|
|
Washburn Capital Management, Inc.
|
Oct 24, 2024 Q3 2024 |
3,825
shares
|
$570,460
0.38% of portfolio
|
Q3 2024
Reduced 26.07%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
3,779
shares
|
$563,600
0.01% of portfolio
|
Q4 2021
Added 28.54%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
3,758
shares
|
$560,468
0.0% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
3,658
shares
|
$545,554
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Princeton Global Asset Management LLC
|
Oct 29, 2024 Q3 2024 |
3,600
shares
|
$536,904
0.1% of portfolio
|
Q3 2021
Added 827.84%
|