Institutional Ownership Ishares Tr (IYY)
This table provides information about the institutional ownership of Ishares Tr (IYY). We have compiled data on the 254 institutions that hold shares in the stock, with a total of 3.48 Million shares, which have been reported (via 13F filing form) to have a value of $509 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Capital Investment Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
3,288
shares
|
$480,343
0.01% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Oct 22, 2024 Q3 2024 |
3,197
shares
|
$467,049
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Burke & Herbert Bank & Trust CO
|
Oct 23, 2024 Q3 2024 |
3,175
shares
|
$463,835
0.11% of portfolio
|
Q1 2024
Reduced 7.08%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Oct 16, 2024 Q3 2024 |
3,157
shares
|
$461,206
0.05% of portfolio
|
Q2 2024
Reduced 2.38%
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
3,120
shares
|
$455,800
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
3,095
shares
|
$452,148
0.0% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Laurel Wealth Planning LLC
Edina, MN |
Oct 28, 2024 Q3 2024 |
3,065
shares
|
$447,765
0.28% of portfolio
|
Q3 2024
New holding
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
3,028
shares
|
$442,360
0.12% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Oct 15, 2024 Q3 2024 |
3,000
shares
|
$438,270
0.23% of portfolio
|
Q2 2021
Reduced 25.0%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 11, 2024 Q3 2024 |
2,996
shares
|
$437,685
0.06% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Oct 09, 2024 Q3 2024 |
2,995
shares
|
$437,539
0.09% of portfolio
|
Q3 2024
Added 43.78%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
2,912
shares
|
$425,414
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Oct 30, 2024 Q3 2024 |
2,846
shares
|
$415,772
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Members Trust CO
|
Oct 15, 2024 Q3 2024 |
2,840
shares
|
$414,895
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Private Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
2,821
shares
|
$412,119
0.03% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
|
Leavell Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
2,818
shares
|
$411,681
0.02% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
2,795
shares
|
$408,321
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
2,782
shares
|
$406,422
0.0% of portfolio
|
Q1 2024
Reduced 6.39%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
2,762
shares
|
$403,500
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Silver Oak Advisory Group, Inc.
Portland, OR |
Nov 08, 2024 Q3 2024 |
2,752
shares
|
$402,039
0.2% of portfolio
|
Q3 2024
Added 2.92%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
2,701
shares
|
$394,589
0.0% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Edge Wealth Management LLC
|
Oct 15, 2024 Q3 2024 |
2,652
shares
|
$387,430
0.07% of portfolio
|
Q2 2024
Reduced 17.13%
|
|
|
Vahanian & Associates Financial Planning Inc.
|
Jan 24, 2024 Q4 2023 |
2,595
shares
|
$379,103
1.23% of portfolio
|
Q4 2023
Reduced 28.81%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
2,417
shares
|
$353,099
0.01% of portfolio
|
Q2 2024
Added 53.36%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
2,396
shares
|
$350,031
0.0% of portfolio
|
Q3 2024
Reduced 0.66%
|