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 |
|---|---|---|---|---|---|
|
Princeton Global Asset Management LLC
|
Jan 24, 2025 Q4 2024 |
3,600
shares
|
$530,784
0.1% of portfolio
|
Q3 2021
Added 827.84%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
3,564
shares
|
$525,476
0.03% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
3,556
shares
|
$524,296
0.01% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Jan 28, 2025 Q4 2024 |
3,397
shares
|
$500,853
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Evanson Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
3,389
shares
|
$499,674
0.04% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Ccg Wealth Management, LLC
|
Jan 24, 2025 Q4 2024 |
3,302
shares
|
$486,846
0.27% of portfolio
|
Q1 2024
Reduced 0.36%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
3,290
shares
|
$485,077
0.01% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Jan 08, 2025 Q4 2024 |
3,200
shares
|
$471,808
0.1% of portfolio
|
Q4 2024
Added 6.84%
|
|
|
Burke & Herbert Bank & Trust CO
|
Jan 31, 2025 Q4 2024 |
3,168
shares
|
$467,089
0.11% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Oct 16, 2024 Q3 2024 |
3,157
shares
|
$465,468
0.05% of portfolio
|
Q2 2024
Reduced 2.38%
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
3,120
shares
|
$460,012
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
3,095
shares
|
$456,326
0.0% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Laurel Wealth Planning LLC
Edina, MN |
Oct 28, 2024 Q3 2024 |
3,065
shares
|
$451,903
0.28% of portfolio
|
Q3 2024
New holding
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
3,034
shares
|
$447,332
0.11% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jan 13, 2025 Q4 2024 |
3,005
shares
|
$443,057
0.04% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Jan 16, 2025 Q4 2024 |
3,000
shares
|
$442,320
0.24% of portfolio
|
Q2 2021
Reduced 25.0%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 13, 2025 Q4 2024 |
2,945
shares
|
$434,210
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
2,912
shares
|
$429,345
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
2,885
shares
|
$425,364
0.0% of portfolio
|
Q4 2024
Added 3.22%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jan 24, 2025 Q4 2024 |
2,846
shares
|
$419,614
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Members Trust CO
|
Jan 30, 2025 Q4 2024 |
2,840
shares
|
$418,729
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Private Wealth Partners, LLC
|
Jan 31, 2025 Q4 2024 |
2,820
shares
|
$415,780
0.03% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Leavell Investment Management, Inc.
|
Jan 29, 2025 Q4 2024 |
2,818
shares
|
$415,485
0.02% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
2,795
shares
|
$412,094
0.08% of portfolio
|
Q4 2024
Added 19.19%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
2,782
shares
|
$410,178
0.0% of portfolio
|
Q1 2024
Reduced 6.39%
|