Institutional Ownership Ishares Tr (IYY)
This table provides information about the institutional ownership of Ishares Tr (IYY). We have compiled data on the 279 institutions that hold shares in the stock, with a total of 3.9 Million shares, which have been reported (via 13F filing form) to have a value of $582 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
14,141
shares
|
$2.11 Million
0.0% of portfolio
|
Q4 2024
Reduced 63.58%
|
|
|
Ritholtz Wealth Management
|
Jan 14, 2025 Q4 2024 |
14,107
shares
|
$2.1 Million
0.06% of portfolio
|
Q2 2024
Reduced 4.79%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jan 22, 2025 Q4 2024 |
13,734
shares
|
$2.05 Million
0.21% of portfolio
|
Q4 2024
Added 13.69%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
13,194
shares
|
$1.97 Million
0.0% of portfolio
|
Q4 2024
Added 523.24%
|
|
|
Thomasville National Bank
|
Jan 13, 2025 Q4 2024 |
12,567
shares
|
$1.87 Million
0.13% of portfolio
|
Q4 2024
Added 1.17%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
12,196
shares
|
$1.82 Million
0.02% of portfolio
|
Q4 2024
Reduced 1.39%
|
|
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
Nov 04, 2024 Q3 2024 |
11,956
shares
|
$1.78 Million
1.78% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Ellis Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
11,821
shares
|
$1.76 Million
0.34% of portfolio
|
Q4 2024
Added 8.89%
|
|
|
New Square Capital LLC
|
Feb 06, 2025 Q4 2024 |
11,765
shares
|
$1.75 Million
0.14% of portfolio
|
Q4 2024
Added 9.51%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
11,203
shares
|
$1.67 Million
0.0% of portfolio
|
Q4 2024
Added 0.94%
|
|
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
Jan 23, 2025 Q4 2024 |
11,016
shares
|
$1.64 Million
0.72% of portfolio
|
Q4 2024
Reduced 2.55%
|
|
|
Brown Advisory Inc
|
Feb 14, 2025 Q4 2024 |
9,673
shares
|
$1.44 Million
0.0% of portfolio
|
Q4 2024
Added 7.48%
|
|
|
Seven Mile Advisory
Ewing, NJ |
Feb 12, 2025 Q4 2024 |
9,306
shares
|
$1.39 Million
0.85% of portfolio
|
Q2 2023
New holding
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Jan 16, 2025 Q4 2024 |
9,273
shares
|
$1.38 Million
0.44% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
9,120
shares
|
$1.36 Million
0.03% of portfolio
|
Q2 2020
Added 14.78%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jan 23, 2025 Q4 2024 |
9,097
shares
|
$1.36 Million
0.53% of portfolio
|
Q2 2024
New holding
|
|
|
Mathes Company, Inc.
|
Jan 31, 2025 Q4 2024 |
9,000
shares
|
$1.34 Million
0.47% of portfolio
|
Q3 2023
Reduced 2.17%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
8,938
shares
|
$1.33 Million
0.04% of portfolio
|
Q4 2024
Reduced 20.97%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Feb 13, 2025 Q4 2024 |
8,850
shares
|
$1.32 Million
0.25% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
8,260
shares
|
$1.23 Million
0.31% of portfolio
|
Q4 2022
Reduced 98.93%
|
|
|
Fayez Sarofim & CO
Houston, TX |
Feb 14, 2025 Q4 2024 |
8,000
shares
|
$1.19 Million
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
7,780
shares
|
$1.16 Million
0.01% of portfolio
|
Q4 2024
Added 4.08%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
7,600
shares
|
$1.13 Million
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
7,555
shares
|
$1.13 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
7,496
shares
|
$1.12 Million
0.18% of portfolio
|
Q2 2023
Added 0.25%
|