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 |
|---|---|---|---|---|---|
|
Money Concepts Capital Corp
|
Aug 14, 2025 Q2 2025 |
25,708
shares
|
$4.08 Million
0.28% of portfolio
|
Q2 2025
Added 1.71%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
25,302
shares
|
$4.02 Million
0.02% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Dsg Capital Advisors, LLC
Edina, MN |
Jul 15, 2025 Q2 2025 |
24,800
shares
|
$3.94 Million
0.67% of portfolio
|
Q4 2024
New holding
|
|
|
First Heartland Consultants, Inc.
|
Aug 15, 2025 Q2 2025 |
24,354
shares
|
$3.87 Million
0.36% of portfolio
|
Q2 2025
Reduced 0.21%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
23,172
shares
|
$3.68 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.53%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
22,998
shares
|
$3.65 Million
0.02% of portfolio
|
Q2 2025
Added 0.59%
|
|
|
Asset Advisors Investment Management, LLC
|
Jul 21, 2025 Q2 2025 |
22,849
shares
|
$3.63 Million
0.34% of portfolio
|
Q2 2025
Reduced 0.65%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
21,766
shares
|
$3.46 Million
0.79% of portfolio
|
Q2 2022
Added 32.78%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
21,455
shares
|
$3.41 Million
0.01% of portfolio
|
Q1 2025
Added 175.77%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
21,066
shares
|
$3.35 Million
0.0% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Aug 11, 2025 Q2 2025 |
20,967
shares
|
$3.33 Million
1.52% of portfolio
|
Q2 2025
Reduced 2.28%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
20,311
shares
|
$3.23 Million
0.0% of portfolio
|
Q2 2025
Reduced 17.66%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
18,946
shares
|
$3.01 Million
0.39% of portfolio
|
Q4 2024
Reduced 4.98%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
18,660
shares
|
$2.96 Million
0.01% of portfolio
|
Q2 2025
Added 13.15%
|
|
|
Arkansas Financial Group, Inc.
|
Jul 16, 2025 Q2 2025 |
17,215
shares
|
$2.74 Million
0.41% of portfolio
|
Q2 2025
Added 15.97%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
17,040
shares
|
$2.71 Million
0.0% of portfolio
|
Q2 2025
Added 11.71%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jul 31, 2025 Q2 2025 |
16,995
shares
|
$2.7 Million
0.26% of portfolio
|
Q2 2025
Added 4.23%
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
16,790
shares
|
$2.67 Million
0.07% of portfolio
|
Q1 2025
Reduced 2.14%
|
|
|
Coastal Bridge Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
16,487
shares
|
$2.62 Million
0.23% of portfolio
|
Q1 2025
Added 3.14%
|
|
|
Summit Financial Consulting LLC
Sterling Heights, MI |
Jul 09, 2025 Q2 2025 |
16,329
shares
|
$2.59 Million
2.21% of portfolio
|
Q2 2025
New holding
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Jul 09, 2025 Q2 2025 |
16,197
shares
|
$2.57 Million
1.23% of portfolio
|
Q2 2025
Reduced 1.82%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
14,795
shares
|
$2.35 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
14,774
shares
|
$2.35 Million
0.12% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
14,336
shares
|
$2.28 Million
0.01% of portfolio
|
Q2 2023
Reduced 4.1%
|
|
|
Ritholtz Wealth Management
|
Jul 28, 2025 Q2 2025 |
14,107
shares
|
$2.24 Million
0.05% of portfolio
|
Q2 2024
Reduced 4.79%
|