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 |
|---|---|---|---|---|---|
|
Silver Oak Advisory Group, Inc.
Portland, OR |
Nov 08, 2024 Q3 2024 |
2,752
shares
|
$410,433
0.2% of portfolio
|
Q3 2024
Added 2.92%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
2,701
shares
|
$402,827
0.0% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Edge Wealth Management LLC
|
Jan 14, 2025 Q4 2024 |
2,652
shares
|
$395,519
0.08% of portfolio
|
Q2 2024
Reduced 17.13%
|
|
|
Vahanian & Associates Financial Planning Inc.
|
Jan 24, 2024 Q4 2023 |
2,595
shares
|
$387,018
1.23% of portfolio
|
Q4 2023
Reduced 28.81%
|
|
|
Mount Yale Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
2,565
shares
|
$382,544
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
2,417
shares
|
$360,471
0.01% of portfolio
|
Q2 2024
Added 53.36%
|
|
|
Procyon Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
2,412
shares
|
$359,725
0.02% of portfolio
|
Q4 2024
Added 60.8%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
2,396
shares
|
$357,339
0.0% of portfolio
|
Q3 2024
Reduced 0.66%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Oct 15, 2024 Q3 2024 |
2,342
shares
|
$349,285
0.18% of portfolio
|
Q4 2023
New holding
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Nov 07, 2024 Q3 2024 |
2,331
shares
|
$347,645
0.01% of portfolio
|
Q1 2024
Reduced 1.69%
|
|
|
Clarity Wealth Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
2,310
shares
|
$344,513
0.09% of portfolio
|
Q2 2023
Reduced 9.52%
|
|
|
Penobscot Wealth Management
|
Oct 28, 2024 Q3 2024 |
2,308
shares
|
$344,215
0.17% of portfolio
|
Q2 2021
New holding
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Jan 17, 2025 Q4 2024 |
2,271
shares
|
$338,696
0.22% of portfolio
|
Q1 2024
Reduced 2.15%
|
|
|
Hubbell Strickland Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
2,266
shares
|
$337,951
0.16% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Nov 04, 2024 Q3 2024 |
2,250
shares
|
$335,564
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Cooper/Haims Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
2,229
shares
|
$332,433
0.17% of portfolio
|
Q2 2024
Reduced 2.96%
|
|
|
Sp Asset Management LLC
Cupertino, CA |
Nov 08, 2024 Q3 2024 |
2,223
shares
|
$331,538
0.03% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
2,200
shares
|
$328,107
0.0% of portfolio
|
Q1 2024
Reduced 0.9%
|
|
|
Camden Capital, LLC
|
Nov 12, 2024 Q3 2024 |
2,197
shares
|
$327,660
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Jan 24, 2025 Q4 2024 |
2,190
shares
|
$326,616
0.17% of portfolio
|
Q1 2023
New holding
|
|
|
Essex LLC
|
Oct 18, 2024 Q3 2024 |
2,170
shares
|
$323,633
0.06% of portfolio
|
Q1 2024
Reduced 21.66%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
2,151
shares
|
$320,800
0.01% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
2,150
shares
|
$320,650
0.01% of portfolio
|
Q4 2023
Reduced 7.25%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
2,145
shares
|
$319,905
0.01% of portfolio
|
Q3 2024
Reduced 91.24%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
2,117
shares
|
$315,729
0.0% of portfolio
|
Q3 2024
Reduced 81.04%
|