Institutional Ownership Ishares Tr (IYY)
This table provides information about the institutional ownership of Ishares Tr (IYY). We have compiled data on the 292 institutions that hold shares in the stock, with a total of 3.74 Million shares, which have been reported (via 13F filing form) to have a value of $611 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
7,496
shares
|
$1.22 Million
0.18% of portfolio
|
Q2 2023
Added 0.25%
|
|
|
Kerr Financial Planning Corp
Fresno, CA |
Nov 25, 2025 Q3 2025 |
7,459
shares
|
$1.22 Million
1.72% of portfolio
|
Q3 2025
New holding
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
7,332
shares
|
$1.2 Million
0.63% of portfolio
|
Q3 2024
Reduced 5.17%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
7,315
shares
|
$1.19 Million
0.01% of portfolio
|
Q3 2025
Added 10.33%
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
7,311
shares
|
$1.19 Million
0.01% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
7,301
shares
|
$1.19 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.15%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
7,186
shares
|
$1.17 Million
0.03% of portfolio
|
Q4 2021
New holding
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
6,997
shares
|
$1.14 Million
0.0% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
6,930
shares
|
$1.13 Million
0.0% of portfolio
|
Q3 2025
Added 10.44%
|
|
|
Cibc Bancorp Usa Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
6,930
shares
|
$1.13 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Nov 12, 2025 Q3 2025 |
6,603
shares
|
$1.08 Million
0.11% of portfolio
|
Q3 2025
Reduced 0.77%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Oct 31, 2025 Q3 2025 |
6,530
shares
|
$1.07 Million
0.12% of portfolio
|
Q1 2025
Added 0.74%
|
|
|
Cortland Associates Inc
|
Oct 23, 2025 Q3 2025 |
6,502
shares
|
$1.06 Million
0.13% of portfolio
|
Q3 2024
Reduced 3.29%
|
|
|
Gen Wealth Group, Inc.
|
Nov 14, 2025 Q3 2025 |
6,368
shares
|
$1.04 Million
0.19% of portfolio
|
Q3 2025
Added 6.42%
|
|
|
Founders Financial Securities LLC
|
Oct 15, 2025 Q3 2025 |
6,259
shares
|
$1.02 Million
0.07% of portfolio
|
Q3 2025
Reduced 1.25%
|
|
|
Rik Saylor Financial, Inc.
Fairfield, OH |
Nov 04, 2025 Q3 2025 |
6,141
shares
|
$1 Million
0.73% of portfolio
|
Q3 2025
Reduced 0.2%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
6,102
shares
|
$996,395
0.02% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Nov 14, 2025 Q3 2025 |
6,000
shares
|
$979,740
0.16% of portfolio
|
Q2 2024
New holding
|
|
|
Sonata Capital Group Inc
|
Nov 12, 2025 Q3 2025 |
5,874
shares
|
$959,165
0.35% of portfolio
|
Q3 2025
Added 5.86%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
5,866
shares
|
$957,859
0.01% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 14, 2025 Q3 2025 |
5,840
shares
|
$953,613
0.0% of portfolio
|
Q3 2025
Reduced 1.85%
|
|
|
Centric Wealth Management
|
Nov 04, 2025 Q3 2025 |
5,840
shares
|
$953,613
0.23% of portfolio
|
Q3 2025
Reduced 1.85%
|
|
|
V2 Financial Group LLC
Naperville, IL |
Oct 15, 2025 Q3 2025 |
5,800
shares
|
$947,082
0.54% of portfolio
|
Q3 2022
Added 9.43%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
5,765
shares
|
$941,366
0.0% of portfolio
|
Q3 2025
Reduced 43.85%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
5,578
shares
|
$910,831
0.0% of portfolio
|
Q3 2025
Added 38.21%
|
|