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 |
|---|---|---|---|---|---|
|
Atala Financial Inc
Calabasas, CA |
Feb 10, 2025 Q4 2024 |
210
shares
|
$28,434
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Glassman Wealth Services
|
Feb 05, 2025 Q4 2024 |
200
shares
|
$27,080
0.0% of portfolio
|
Q4 2023
Reduced 27.54%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Feb 04, 2025 Q4 2024 |
185
shares
|
$25,049
0.01% of portfolio
|
Q4 2024
Reduced 86.5%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
185
shares
|
$25,049
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Studio Investment Management LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
183
shares
|
$24,778
0.01% of portfolio
|
Q4 2024
Added 0.55%
|
|
|
West Financial Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
160
shares
|
$21,664
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
148
shares
|
$20,039
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Feb 14, 2025 Q4 2024 |
147
shares
|
$19,903
0.0% of portfolio
|
Q4 2024
Reduced 9.82%
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
136
shares
|
$18,414
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Grove Bank & Trust
|
Jan 16, 2025 Q4 2024 |
125
shares
|
$16,925
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
High Mark Wealth Management LLC
|
Jan 31, 2025 Q4 2024 |
115
shares
|
$15,571
0.01% of portfolio
|
Q2 2024
Added 0.88%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Feb 11, 2025 Q4 2024 |
100
shares
|
$13,540
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Duncker Streett & CO Inc
|
Feb 05, 2025 Q4 2024 |
100
shares
|
$13,540
0.0% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
100
shares
|
$13,540
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
95
shares
|
$12,863
0.0% of portfolio
|
Q4 2024
Added 137.5%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
84
shares
|
$11,373
0.0% of portfolio
|
Q3 2024
Reduced 35.38%
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
70
shares
|
$9,478
0.0% of portfolio
|
Q4 2024
Added 75.0%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Feb 14, 2025 Q4 2024 |
65
shares
|
$8,801
0.0% of portfolio
|
Q4 2024
Reduced 69.48%
|
|
|
Dunhill Financial, LLC
London, X0 |
Feb 14, 2025 Q4 2024 |
63
shares
|
$8,530
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Aviso Financial Inc.
Toronto, A6 |
Feb 10, 2025 Q4 2024 |
50
shares
|
$6,770
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Feb 06, 2025 Q4 2024 |
38
shares
|
$5,145
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Apr 07, 2025 Q1 2025 |
30
shares
|
$4,062
0.0% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 14, 2025 Q4 2024 |
28
shares
|
$3,791
0.0% of portfolio
|
Q4 2024
Reduced 96.62%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
25
shares
|
$3,385
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
22
shares
|
$2,978
0.0% of portfolio
|
Q4 2024
Reduced 96.92%
|