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 |
|
Adviser Investments LLC
|
Nov 10, 2025 Q3 2025 |
3,008
shares
|
$491,627
0.01% of portfolio
|
Q3 2025
Reduced 3.59%
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Nov 04, 2025 Q3 2025 |
3,000
shares
|
$490,320
0.24% of portfolio
|
Q2 2021
Reduced 25.0%
|
|
|
Keybank National Association
|
Nov 04, 2025 Q3 2025 |
2,976
shares
|
$486,397
0.0% of portfolio
|
Q3 2025
Added 11.63%
|
|
|
Westside Investment Management, Inc.
|
Nov 04, 2025 Q3 2025 |
2,970
shares
|
$485,416
0.08% of portfolio
|
Q2 2025
Added 2.59%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
2,901
shares
|
$474,139
0.0% of portfolio
|
Q2 2025
Added 7.4%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
2,885
shares
|
$471,524
0.0% of portfolio
|
Q4 2024
Added 3.22%
|
|
|
Laurel Wealth Planning LLC
Edina, MN |
Oct 20, 2025 Q3 2025 |
2,854
shares
|
$466,457
0.26% of portfolio
|
Q4 2024
Reduced 6.88%
|
|
|
Private Wealth Partners, LLC
|
Nov 03, 2025 Q3 2025 |
2,820
shares
|
$460,900
0.03% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Leavell Investment Management, Inc.
|
Oct 28, 2025 Q3 2025 |
2,818
shares
|
$460,573
0.02% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
2,783
shares
|
$454,853
0.0% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Quantinno Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
2,762
shares
|
$451,421
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
2,734
shares
|
$446,844
0.01% of portfolio
|
Q2 2025
Reduced 44.35%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
2,716
shares
|
$443,903
0.01% of portfolio
|
Q3 2025
Reduced 1.31%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 10, 2025 Q3 2025 |
2,716
shares
|
$443,903
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Oct 17, 2025 Q3 2025 |
2,711
shares
|
$443,085
0.06% of portfolio
|
Q1 2025
Reduced 4.74%
|
|
|
Vahanian & Associates Financial Planning Inc.
|
Jan 24, 2024 Q4 2023 |
2,595
shares
|
$424,126
1.23% of portfolio
|
Q4 2023
Reduced 28.81%
|
|
|
Mount Yale Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
2,578
shares
|
$421,348
0.03% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Silver Oak Advisory Group, Inc.
Portland, OR |
Nov 07, 2025 Q3 2025 |
2,539
shares
|
$414,974
0.19% of portfolio
|
Q3 2025
Reduced 2.94%
|
|
|
Edge Wealth Management LLC
|
Oct 14, 2025 Q3 2025 |
2,482
shares
|
$405,658
0.08% of portfolio
|
Q3 2025
Reduced 6.41%
|
|
|
Burke & Herbert Bank & Trust CO
|
Nov 07, 2025 Q3 2025 |
2,460
shares
|
$402,062
0.09% of portfolio
|
Q1 2025
Reduced 22.35%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
2,407
shares
|
$393,400
0.01% of portfolio
|
Q2 2025
Added 26.22%
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
Oct 31, 2025 Q3 2025 |
2,395
shares
|
$391,438
0.14% of portfolio
|
Q3 2025
Added 0.5%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Nov 06, 2025 Q3 2025 |
2,342
shares
|
$382,776
0.17% of portfolio
|
Q4 2023
New holding
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Nov 07, 2025 Q3 2025 |
2,331
shares
|
$380,978
0.01% of portfolio
|
Q1 2024
Reduced 1.69%
|
|
|
Boreal Capital Management LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
2,322
shares
|
$379,507
0.29% of portfolio
|
Q2 2025
New holding
|