Institutional Ownership Ishares Tr (IYY)
This table provides information about the institutional ownership of Ishares Tr (IYY). We have compiled data on the 280 institutions that hold shares in the stock, with a total of 3.65 Million shares, which have been reported (via 13F filing form) to have a value of $561 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Laurel Wealth Planning LLC
Edina, MN |
Apr 24, 2025 Q1 2025 |
2,854
shares
|
$438,260
0.27% of portfolio
|
Q4 2024
Reduced 6.88%
|
|
|
Members Trust CO
|
May 02, 2025 Q1 2025 |
2,840
shares
|
$436,110
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Private Wealth Partners, LLC
|
Apr 21, 2025 Q1 2025 |
2,820
shares
|
$433,039
0.03% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Leavell Investment Management, Inc.
|
Apr 30, 2025 Q1 2025 |
2,818
shares
|
$432,732
0.02% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
2,782
shares
|
$427,203
0.0% of portfolio
|
Q1 2024
Reduced 6.39%
|
|
|
Kkm Financial LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
2,767
shares
|
$424,900
0.16% of portfolio
|
Q1 2025
Added 2.14%
|
|
|
Quantinno Capital Management LP
New York, NY |
May 12, 2025 Q1 2025 |
2,762
shares
|
$424,132
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthstar Advisors, LLC
Plano, TX |
Jul 24, 2025 Q2 2025 |
2,726
shares
|
$418,604
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jul 15, 2025 Q2 2025 |
2,711
shares
|
$416,301
0.06% of portfolio
|
Q1 2025
Reduced 4.74%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
2,701
shares
|
$414,765
0.0% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Edge Wealth Management LLC
|
Jul 14, 2025 Q2 2025 |
2,652
shares
|
$407,241
0.08% of portfolio
|
Q2 2024
Reduced 17.13%
|
|
|
Silver Oak Advisory Group, Inc.
Portland, OR |
May 09, 2025 Q1 2025 |
2,616
shares
|
$401,712
0.19% of portfolio
|
Q1 2025
Reduced 4.94%
|
|
|
Vahanian & Associates Financial Planning Inc.
|
Jan 24, 2024 Q4 2023 |
2,595
shares
|
$398,488
1.23% of portfolio
|
Q4 2023
Reduced 28.81%
|
|
|
Mount Yale Investment Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
2,572
shares
|
$394,956
0.03% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Burke & Herbert Bank & Trust CO
|
Apr 29, 2025 Q1 2025 |
2,460
shares
|
$377,757
0.08% of portfolio
|
Q1 2025
Reduced 22.35%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Apr 17, 2025 Q1 2025 |
2,390
shares
|
$367,008
0.04% of portfolio
|
Q1 2025
Reduced 0.83%
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
May 12, 2025 Q1 2025 |
2,383
shares
|
$365,933
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Apr 24, 2025 Q1 2025 |
2,342
shares
|
$359,637
0.18% of portfolio
|
Q4 2023
New holding
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
May 05, 2025 Q1 2025 |
2,331
shares
|
$357,948
0.01% of portfolio
|
Q1 2024
Reduced 1.69%
|
|
|
Sky Oak Wealth, LLC
|
May 01, 2025 Q1 2025 |
2,315
shares
|
$355,491
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Penobscot Wealth Management
|
Apr 28, 2025 Q1 2025 |
2,308
shares
|
$354,416
0.16% of portfolio
|
Q2 2021
New holding
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Jul 17, 2025 Q2 2025 |
2,271
shares
|
$348,734
0.22% of portfolio
|
Q1 2024
Reduced 2.15%
|
|
|
Hubbell Strickland Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
2,270
shares
|
$348,581
0.16% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
H&H Retirement Design & Management Inc
|
Jul 23, 2025 Q2 2025 |
2,270
shares
|
$348,581
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
2,254
shares
|
$346,124
0.02% of portfolio
|
Q1 2025
Added 0.09%
|