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 |
|---|---|---|---|---|---|
|
Legacy Financial Group, Inc.
Tulsa, OK |
Nov 13, 2024 Q3 2024 |
2,112
shares
|
$314,983
0.1% of portfolio
|
Q1 2023
New holding
|
|
|
Planned Solutions, Inc.
|
Jan 16, 2025 Q4 2024 |
2,106
shares
|
$314,088
0.13% of portfolio
|
Q1 2023
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
2,090
shares
|
$311,702
0.0% of portfolio
|
Q1 2024
Added 1.85%
|
|
|
Brighton Jones LLC
|
Jan 17, 2025 Q4 2024 |
2,085
shares
|
$310,956
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Jan 17, 2025 Q4 2024 |
2,006
shares
|
$299,174
0.12% of portfolio
|
Q4 2024
Reduced 4.39%
|
|
|
Sandy Cove Advisors, LLC
Hingham, MA |
Jan 15, 2025 Q4 2024 |
1,923
shares
|
$286,796
0.11% of portfolio
|
Q2 2023
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,920
shares
|
$286,348
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Garner Asset Management Corp
|
Nov 12, 2024 Q3 2024 |
1,917
shares
|
$285,901
0.12% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Hrt Financial LP
New York, NY |
Nov 12, 2024 Q3 2024 |
1,909
shares
|
$284,708
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
1,907
shares
|
$284,409
0.01% of portfolio
|
Q4 2024
Reduced 9.49%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
1,900
shares
|
$283,366
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
1,857
shares
|
$276,952
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
1,847
shares
|
$275,461
0.01% of portfolio
|
Q2 2024
Added 0.11%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Oct 23, 2024 Q3 2024 |
1,841
shares
|
$274,566
0.1% of portfolio
|
Q2 2024
Reduced 1.34%
|
|
|
Lake Street Financial LLC
|
Jan 15, 2025 Q4 2024 |
1,809
shares
|
$269,794
0.04% of portfolio
|
Q4 2024
Reduced 1.58%
|
|
|
One Day In July LLC
|
Nov 05, 2024 Q3 2024 |
1,805
shares
|
$269,197
0.03% of portfolio
|
Q3 2024
Added 9.33%
|
|
|
North Star Asset Management Inc
|
Nov 14, 2024 Q3 2024 |
1,800
shares
|
$268,452
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
1,780
shares
|
$265,469
0.01% of portfolio
|
Q3 2024
Reduced 2.2%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
1,756
shares
|
$261,889
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
1,702
shares
|
$253,836
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
1,639
shares
|
$244,440
0.02% of portfolio
|
Q3 2024
Reduced 3.81%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Oct 24, 2024 Q3 2024 |
1,636
shares
|
$243,993
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Blb&B Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
1,570
shares
|
$234,149
0.01% of portfolio
|
Q2 2024
Reduced 3.09%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Oct 25, 2024 Q3 2024 |
1,549
shares
|
$231,017
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Wbh Advisory Inc
|
Oct 15, 2024 Q3 2024 |
1,500
shares
|
$223,709
0.02% of portfolio
|
Q3 2024
New holding
|