Institutional Ownership Ishares Tr (IYY)
This table provides information about the institutional ownership of Ishares Tr (IYY). We have compiled data on the 281 institutions that hold shares in the stock, with a total of 3.93 Million shares, which have been reported (via 13F filing form) to have a value of $532 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Curat Global, LLC
Springfield, NH |
Apr 11, 2025 Q1 2025 |
1,050
shares
|
$142,170
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Feb 14, 2025 Q4 2024 |
800
shares
|
$108,320
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Integrity Financial Corp
|
Feb 13, 2025 Q4 2024 |
738
shares
|
$99,925
0.06% of portfolio
|
Q3 2023
Added 292.55%
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
615
shares
|
$83,271
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Nemes Rush Group LLC
Novi, MI |
Feb 12, 2025 Q4 2024 |
602
shares
|
$81,510
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Feb 24, 2025 Q4 2024 |
588
shares
|
$79,615
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Feb 13, 2025 Q4 2024 |
573
shares
|
$77,584
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
564
shares
|
$76,365
0.0% of portfolio
|
Q2 2024
Added 10.59%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
480
shares
|
$64,992
0.01% of portfolio
|
Q2 2023
Reduced 29.41%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jan 07, 2025 Q4 2024 |
472
shares
|
$63,908
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Feb 11, 2025 Q4 2024 |
472
shares
|
$63,908
0.05% of portfolio
|
Q3 2023
New holding
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
437
shares
|
$59,169
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
431
shares
|
$58,357
0.0% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
Townsend Asset Management Corp
|
Feb 06, 2025 Q4 2024 |
400
shares
|
$54,160
0.02% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
374
shares
|
$50,639
0.0% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Apr 09, 2025 Q1 2025 |
364
shares
|
$49,285
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
358
shares
|
$48,473
0.0% of portfolio
|
Q1 2024
Reduced 60.04%
|
|
|
Hexagon Capital Partners LLC
|
Feb 07, 2025 Q4 2024 |
348
shares
|
$47,119
0.01% of portfolio
|
Q4 2024
Reduced 18.69%
|
|
|
Financial Life Planners
Tempe, AZ |
Jan 24, 2025 Q4 2024 |
336
shares
|
$45,494
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Tompkins Financial Corp
|
Apr 07, 2025 Q1 2025 |
322
shares
|
$43,598
0.0% of portfolio
|
Q4 2024
Added 7.33%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Feb 05, 2025 Q4 2024 |
315
shares
|
$42,651
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
290
shares
|
$39,266
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Jan 29, 2025 Q4 2024 |
270
shares
|
$36,558
0.02% of portfolio
|
Q4 2023
Reduced 36.62%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Feb 13, 2025 Q4 2024 |
257
shares
|
$34,797
0.0% of portfolio
|
Q2 2023
Added 100.0%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
223
shares
|
$30,194
0.01% of portfolio
|
Q1 2024
Added 0.45%
|