Institutional Ownership Ishares Tr (IYY)
This table provides information about the institutional ownership of Ishares Tr (IYY). We have compiled data on the 254 institutions that hold shares in the stock, with a total of 3.48 Million shares, which have been reported (via 13F filing form) to have a value of $509 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
257
shares
|
$37,545
0.0% of portfolio
|
Q2 2023
Added 100.0%
|
|
|
Private Capital Management LLC
|
Nov 13, 2024 Q3 2024 |
222
shares
|
$32,431
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 13, 2024 Q3 2024 |
213
shares
|
$31,117
0.01% of portfolio
|
Q3 2024
Reduced 4.91%
|
|
|
Glassman Wealth Services
|
Nov 12, 2024 Q3 2024 |
200
shares
|
$29,218
0.0% of portfolio
|
Q4 2023
Reduced 27.54%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
199
shares
|
$29,071
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
185
shares
|
$27,026
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Studio Investment Management LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
182
shares
|
$26,588
0.01% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
163
shares
|
$23,812
0.0% of portfolio
|
Q3 2023
Reduced 14.21%
|
|
|
West Financial Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
160
shares
|
$23,374
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Oct 18, 2024 Q3 2024 |
139
shares
|
$20,306
0.01% of portfolio
|
Q3 2024
Added 5.3%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
136
shares
|
$19,868
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
High Mark Wealth Management LLC
|
Oct 17, 2024 Q3 2024 |
115
shares
|
$16,800
0.01% of portfolio
|
Q2 2024
Added 0.88%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
108
shares
|
$15,777
0.0% of portfolio
|
Q3 2024
Reduced 26.53%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
100
shares
|
$14,609
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Duncker Streett & CO Inc
|
Nov 12, 2024 Q3 2024 |
100
shares
|
$14,609
0.0% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
84
shares
|
$12,271
0.0% of portfolio
|
Q3 2024
Reduced 35.38%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 04, 2024 Q3 2024 |
66
shares
|
$9,641
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 15, 2024 Q3 2024 |
63
shares
|
$9,203
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
50
shares
|
$7,304
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Aviso Financial Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
50
shares
|
$7,304
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
40
shares
|
$5,843
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
40
shares
|
$5,843
0.0% of portfolio
|
Q4 2021
Reduced 90.15%
|
|
|
Soa Wealth Advisors, Llc.
|
Nov 20, 2024 Q3 2024 |
38
shares
|
$5,551
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 07, 2024 Q3 2024 |
30
shares
|
$4,382
0.0% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
25
shares
|
$3,652
0.0% of portfolio
|
Q1 2024
New holding
|