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 |
|---|---|---|---|---|---|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
5,487
shares
|
$871,829
0.0% of portfolio
|
Q2 2023
Reduced 57.37%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Jul 16, 2025 Q2 2025 |
5,436
shares
|
$863,726
0.02% of portfolio
|
Q3 2024
Added 20.53%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
5,436
shares
|
$863,726
0.01% of portfolio
|
Q1 2024
Reduced 28.98%
|
|
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
Jul 29, 2025 Q2 2025 |
5,400
shares
|
$858,005
0.62% of portfolio
|
Q4 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
5,335
shares
|
$847,678
0.02% of portfolio
|
Q2 2025
Reduced 5.31%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
5,275
shares
|
$838,144
0.0% of portfolio
|
Q2 2025
Reduced 2.98%
|
|
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
Jul 22, 2025 Q2 2025 |
5,240
shares
|
$832,583
0.82% of portfolio
|
Q2 2025
Reduced 17.74%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Jul 14, 2025 Q2 2025 |
5,100
shares
|
$810,338
0.24% of portfolio
|
Q1 2025
Reduced 1.47%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
5,001
shares
|
$794,608
0.01% of portfolio
|
Q1 2025
Reduced 7.13%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
4,935
shares
|
$784,122
0.01% of portfolio
|
Q2 2025
Added 42.34%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
4,850
shares
|
$770,616
0.01% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
4,833
shares
|
$767,915
0.01% of portfolio
|
Q2 2025
Reduced 5.18%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
4,620
shares
|
$734,071
0.0% of portfolio
|
Q2 2025
Added 1.36%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
4,617
shares
|
$733,595
0.01% of portfolio
|
Q2 2025
Reduced 0.54%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Aug 05, 2025 Q2 2025 |
4,605
shares
|
$731,688
0.35% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
4,535
shares
|
$720,566
0.01% of portfolio
|
Q2 2025
Added 8.99%
|
|
|
Synovus Financial Corp
Columbus, GA |
Aug 14, 2025 Q2 2025 |
4,465
shares
|
$709,443
0.01% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Ballew Advisors, Inc
|
Jul 08, 2025 Q2 2025 |
4,380
shares
|
$695,938
0.41% of portfolio
|
Q2 2025
Reduced 7.59%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
4,380
shares
|
$695,938
0.01% of portfolio
|
Q4 2023
Reduced 24.14%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
4,354
shares
|
$691,807
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
4,308
shares
|
$684,498
0.01% of portfolio
|
Q2 2025
Added 0.72%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
4,279
shares
|
$679,890
0.01% of portfolio
|
Q2 2025
Added 13.23%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
4,225
shares
|
$671,310
0.0% of portfolio
|
Q2 2025
Added 14989.29%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
4,201
shares
|
$667,496
0.0% of portfolio
|
Q2 2025
Added 14.84%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
4,163
shares
|
$661,459
0.0% of portfolio
|
Q2 2025
Added 0.31%
|