Institutional Ownership Ishares Tr (IYY)
This table provides information about the institutional ownership of Ishares Tr (IYY). We have compiled data on the 280 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 |
|---|---|---|---|---|---|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
28,465
shares
|
$3.85 Million
0.06% of portfolio
|
Q2 2021
New holding
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Feb 07, 2025 Q4 2024 |
27,300
shares
|
$3.7 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
26,409
shares
|
$3.58 Million
0.0% of portfolio
|
Q4 2024
Added 1.72%
|
|
|
Money Concepts Capital Corp
|
Jan 27, 2025 Q4 2024 |
25,409
shares
|
$3.44 Million
0.29% of portfolio
|
Q4 2024
Added 6.66%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
25,349
shares
|
$3.43 Million
0.02% of portfolio
|
Q4 2024
Added 5.73%
|
|
|
Dsg Capital Advisors, LLC
Edina, MN |
Mar 19, 2025 Q4 2024 |
24,800
shares
|
$3.36 Million
0.64% of portfolio
|
Q4 2024
New holding
|
|
|
First Heartland Consultants, Inc.
|
Feb 14, 2025 Q4 2024 |
23,631
shares
|
$3.2 Million
0.35% of portfolio
|
Q4 2024
Reduced 0.47%
|
|
|
Asset Advisors Investment Management, LLC
|
Feb 04, 2025 Q4 2024 |
23,629
shares
|
$3.2 Million
0.36% of portfolio
|
Q4 2024
Reduced 1.07%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
23,623
shares
|
$3.2 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
22,908
shares
|
$3.1 Million
0.03% of portfolio
|
Q4 2024
Added 44.82%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
22,904
shares
|
$3.1 Million
0.11% of portfolio
|
Q4 2024
Added 2.31%
|
|
|
Elevation Capital Advisory, LLC
Bend, OR |
Feb 06, 2025 Q4 2024 |
22,904
shares
|
$3.1 Million
1.4% of portfolio
|
Q4 2024
Added 2.31%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Feb 10, 2025 Q4 2024 |
22,035
shares
|
$2.98 Million
1.75% of portfolio
|
Q4 2024
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
21,939
shares
|
$2.97 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.5%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
21,766
shares
|
$2.95 Million
0.79% of portfolio
|
Q2 2022
Added 32.78%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
20,581
shares
|
$2.79 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
18,946
shares
|
$2.57 Million
0.39% of portfolio
|
Q4 2024
Reduced 4.98%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
17,990
shares
|
$2.44 Million
0.0% of portfolio
|
Q4 2024
Added 47.9%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Jan 17, 2025 Q4 2024 |
17,878
shares
|
$2.42 Million
1.35% of portfolio
|
Q4 2024
New holding
|
|
|
North Rock Partners, LLC
|
Feb 14, 2025 Q4 2024 |
17,158
shares
|
$2.32 Million
0.08% of portfolio
|
Q4 2024
Added 245.37%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
16,859
shares
|
$2.28 Million
0.0% of portfolio
|
Q4 2024
Reduced 4.31%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
16,496
shares
|
$2.23 Million
0.01% of portfolio
|
Q4 2024
Added 28.38%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
15,196
shares
|
$2.06 Million
0.11% of portfolio
|
Q4 2024
Reduced 26.83%
|
|
|
Arkansas Financial Group, Inc.
|
Jan 17, 2025 Q4 2024 |
14,929
shares
|
$2.02 Million
0.35% of portfolio
|
Q4 2024
Added 12.9%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
14,563
shares
|
$1.97 Million
0.01% of portfolio
|
Q4 2024
Reduced 10.71%
|