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 |
|---|---|---|---|---|---|
|
Heritage Investment Group, Inc.
|
Jul 17, 2025 Q2 2025 |
4,094
shares
|
$650,495
0.11% of portfolio
|
Q4 2021
New holding
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
4,041
shares
|
$642,074
0.0% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
4,036
shares
|
$641,280
0.0% of portfolio
|
Q2 2025
Reduced 28.94%
|
|
|
Portfolio Solutions, LLC
Troy, MI |
Nov 14, 2022 Q3 2022 |
4,000
shares
|
$635,560
0.04% of portfolio
|
Q1 2022
Reduced 50.0%
|
|
|
Sky Oak Wealth, LLC
|
Jul 30, 2025 Q2 2025 |
3,890
shares
|
$618,082
0.12% of portfolio
|
Q2 2025
Added 68.03%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
3,818
shares
|
$606,642
0.05% of portfolio
|
Q2 2025
Added 1427.2%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
3,814
shares
|
$606,006
0.02% of portfolio
|
Q2 2025
Reduced 26.57%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
3,809
shares
|
$605,212
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jul 25, 2025 Q2 2025 |
3,766
shares
|
$598,379
0.12% of portfolio
|
Q2 2025
Reduced 5.23%
|
|
|
Princeton Global Asset Management LLC
|
Jul 29, 2025 Q2 2025 |
3,600
shares
|
$572,004
0.1% of portfolio
|
Q3 2021
Added 827.84%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
3,589
shares
|
$570,256
0.02% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Evanson Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
3,406
shares
|
$541,179
0.04% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
3,354
shares
|
$532,917
0.01% of portfolio
|
Q2 2025
Reduced 3.12%
|
|
|
Ccg Wealth Management, LLC
|
Jul 25, 2025 Q2 2025 |
3,302
shares
|
$524,654
0.27% of portfolio
|
Q1 2024
Reduced 0.36%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Jul 21, 2025 Q2 2025 |
3,293
shares
|
$523,224
0.12% of portfolio
|
Q1 2025
Reduced 3.06%
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
3,276
shares
|
$520,523
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
3,178
shares
|
$504,952
0.0% of portfolio
|
Q2 2025
Reduced 9.74%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
3,166
shares
|
$503,045
0.0% of portfolio
|
Q2 2025
Added 33.98%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
May 13, 2025 Q1 2025 |
3,131
shares
|
$497,484
0.09% of portfolio
|
Q1 2025
Reduced 2.16%
|
|
|
Adviser Investments LLC
|
Aug 06, 2025 Q2 2025 |
3,120
shares
|
$495,736
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Aug 12, 2025 Q2 2025 |
3,049
shares
|
$484,455
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
3,020
shares
|
$479,847
0.03% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Jul 09, 2025 Q2 2025 |
3,000
shares
|
$476,669
0.24% of portfolio
|
Q2 2021
Reduced 25.0%
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
2,970
shares
|
$471,903
0.08% of portfolio
|
Q2 2025
Added 2.59%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Aug 05, 2025 Q2 2025 |
2,960
shares
|
$470,314
0.02% of portfolio
|
Q4 2024
New holding
|