Institutional Ownership Ishares Tr (IYY)
This table provides information about the institutional ownership of Ishares Tr (IYY). We have compiled data on the 286 institutions that hold shares in the stock, with a total of 3.66 Million shares, which have been reported (via 13F filing form) to have a value of $579 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
1,385
shares
|
$220,062
0.01% of portfolio
|
Q2 2025
Added 1.91%
|
|
|
Destination Wealth Management
|
Aug 14, 2025 Q2 2025 |
1,380
shares
|
$219,268
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
1,363
shares
|
$216,567
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Jul 29, 2025 Q2 2025 |
1,346
shares
|
$213,865
0.03% of portfolio
|
Q2 2025
Reduced 14.49%
|
|
|
Smith Shellnut Wilson LLC
|
Aug 05, 2025 Q2 2025 |
1,326
shares
|
$210,688
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
1,258
shares
|
$199,883
0.0% of portfolio
|
Q2 2024
Added 13.54%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
1,138
shares
|
$180,816
0.01% of portfolio
|
Q2 2022
Reduced 16.01%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 30, 2025 Q2 2025 |
1,124
shares
|
$178,592
0.0% of portfolio
|
Q1 2022
Reduced 7.18%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Aug 14, 2025 Q2 2025 |
1,074
shares
|
$170,647
0.01% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
1,047
shares
|
$166,357
0.0% of portfolio
|
Q2 2025
Reduced 60.46%
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
921
shares
|
$146,337
0.03% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
910
shares
|
$144,589
0.0% of portfolio
|
Q1 2025
Added 61.35%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Aug 14, 2025 Q2 2025 |
800
shares
|
$127,111
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
789
shares
|
$125,364
0.02% of portfolio
|
Q1 2025
Added 531.2%
|
|
|
Integrity Financial Corp
|
Aug 05, 2025 Q2 2025 |
738
shares
|
$117,260
0.06% of portfolio
|
Q3 2023
Added 292.55%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
650
shares
|
$103,278
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
588
shares
|
$93,427
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
573
shares
|
$91,043
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
538
shares
|
$85,482
0.0% of portfolio
|
Q1 2025
Added 24.83%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
482
shares
|
$76,584
0.0% of portfolio
|
Q2 2025
Added 4.56%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
480
shares
|
$76,267
0.0% of portfolio
|
Q2 2023
Reduced 29.41%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
472
shares
|
$74,996
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
437
shares
|
$69,434
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Simplex Trading, LLC
|
Aug 05, 2025 Q2 2025 |
426
shares
|
$67,687
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Townsend Asset Management Corp
|
Jul 16, 2025 Q2 2025 |
400
shares
|
$63,555
0.02% of portfolio
|
Q4 2020
Added 100.0%
|