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 |
|---|---|---|---|---|---|
|
Cpr Investments Inc.
Rochester, MI |
Jan 14, 2025 Q4 2024 |
1,474
shares
|
$219,832
0.45% of portfolio
|
Q4 2024
New holding
|
|
|
Rocky Mountain Advisers, LLC
|
Nov 01, 2024 Q3 2024 |
1,450
shares
|
$216,252
0.17% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Main Street Research LLC
Sausalito, CA |
Nov 12, 2024 Q3 2024 |
1,446
shares
|
$215,656
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
1,445
shares
|
$215,507
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Oct 16, 2024 Q3 2024 |
1,370
shares
|
$204,321
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
1,356
shares
|
$202,233
0.01% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
1,258
shares
|
$187,618
0.0% of portfolio
|
Q2 2024
Added 13.54%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
1,138
shares
|
$169,721
0.01% of portfolio
|
Q2 2022
Reduced 16.01%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
1,124
shares
|
$167,633
0.0% of portfolio
|
Q1 2022
Reduced 7.18%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 12, 2024 Q3 2024 |
1,066
shares
|
$158,983
0.01% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2024 Q3 2024 |
800
shares
|
$119,311
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Integrity Financial Corp
|
Oct 21, 2024 Q3 2024 |
738
shares
|
$110,065
0.06% of portfolio
|
Q3 2023
Added 292.55%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
715
shares
|
$106,635
0.0% of portfolio
|
Q3 2024
Reduced 23.2%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2024 Q3 2024 |
602
shares
|
$89,782
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
564
shares
|
$84,114
0.0% of portfolio
|
Q2 2024
Added 10.59%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
480
shares
|
$71,587
0.01% of portfolio
|
Q2 2023
Reduced 29.41%
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Dec 17, 2024 Q3 2024 |
472
shares
|
$70,394
0.04% of portfolio
|
Q3 2023
New holding
|
|
|
Bangor Savings Bank
Bangor, ME |
Jan 07, 2025 Q4 2024 |
472
shares
|
$70,394
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 05, 2024 Q3 2024 |
437
shares
|
$65,174
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
433
shares
|
$64,577
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
428
shares
|
$63,831
0.01% of portfolio
|
Q4 2023
Reduced 1.15%
|
|
|
Townsend Asset Management Corp
|
Oct 21, 2024 Q3 2024 |
400
shares
|
$59,655
0.02% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
374
shares
|
$55,778
0.0% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
364
shares
|
$54,286
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
358
shares
|
$53,392
0.0% of portfolio
|
Q1 2024
Reduced 60.04%
|