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 |
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
1,857
shares
|
$303,508
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Feb 10, 2025 Q4 2024 |
1,841
shares
|
$300,893
0.1% of portfolio
|
Q2 2024
Reduced 1.34%
|
|
|
North Star Asset Management Inc
|
Nov 10, 2025 Q3 2025 |
1,800
shares
|
$294,192
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
1,756
shares
|
$287,000
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Washburn Capital Management, Inc.
|
Oct 28, 2025 Q3 2025 |
1,745
shares
|
$285,202
0.16% of portfolio
|
Q3 2025
Reduced 22.1%
|
|
|
Guided Capital Wealth Management, LLC
Houston, TX |
Oct 08, 2025 Q3 2025 |
1,738
shares
|
$284,058
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Balentine LLC
Atlanta, GA |
Nov 07, 2025 Q3 2025 |
1,726
shares
|
$282,097
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
1,715
shares
|
$280,299
0.0% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Garner Asset Management Corp
|
Nov 10, 2025 Q3 2025 |
1,693
shares
|
$276,703
0.11% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
One Day In July LLC
|
Oct 27, 2025 Q3 2025 |
1,651
shares
|
$269,839
0.02% of portfolio
|
Q4 2024
Reduced 8.53%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Oct 21, 2025 Q3 2025 |
1,636
shares
|
$267,387
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Lake Street Financial LLC
|
Nov 10, 2025 Q3 2025 |
1,592
shares
|
$260,196
0.04% of portfolio
|
Q3 2025
Reduced 1.24%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
1,571
shares
|
$256,764
0.01% of portfolio
|
Q3 2025
Reduced 4.5%
|
|
|
Blb&B Advisors, LLC
|
Oct 31, 2025 Q3 2025 |
1,570
shares
|
$256,600
0.01% of portfolio
|
Q2 2024
Reduced 3.09%
|
|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
1,560
shares
|
$254,966
0.02% of portfolio
|
Q2 2025
Added 1.96%
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Nov 06, 2025 Q3 2025 |
1,545
shares
|
$252,514
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Nov 12, 2025 Q3 2025 |
1,542
shares
|
$252,024
0.03% of portfolio
|
Q3 2025
Reduced 1.28%
|
|
|
Mba Advisors LLC
Hermitage, PA |
Oct 28, 2025 Q3 2025 |
1,516
shares
|
$247,775
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 16, 2025 Q3 2025 |
1,515
shares
|
$247,611
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Procyon Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
1,512
shares
|
$247,121
0.0% of portfolio
|
Q3 2025
Reduced 20.92%
|
|
|
Wbh Advisory Inc
|
Oct 30, 2025 Q3 2025 |
1,500
shares
|
$245,160
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Rocky Mountain Advisers, LLC
|
Oct 17, 2025 Q3 2025 |
1,450
shares
|
$236,988
0.19% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Vera Bank, N.A.
|
Nov 07, 2025 Q3 2025 |
1,446
shares
|
$236,334
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Main Street Research LLC
Sausalito, CA |
Nov 13, 2025 Q3 2025 |
1,446
shares
|
$236,334
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Members Trust CO
|
Jul 30, 2025 Q2 2025 |
1,420
shares
|
$232,084
0.01% of portfolio
|
Q2 2025
Reduced 50.0%
|