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 |
|---|---|---|---|---|---|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
2,901
shares
|
$460,939
0.0% of portfolio
|
Q2 2025
Added 7.4%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
2,885
shares
|
$458,397
0.0% of portfolio
|
Q4 2024
Added 3.22%
|
|
|
Laurel Wealth Planning LLC
Edina, MN |
Aug 08, 2025 Q2 2025 |
2,854
shares
|
$453,472
0.25% of portfolio
|
Q4 2024
Reduced 6.88%
|
|
|
Private Wealth Partners, LLC
|
Aug 01, 2025 Q2 2025 |
2,820
shares
|
$448,069
0.03% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Leavell Investment Management, Inc.
|
Jul 31, 2025 Q2 2025 |
2,818
shares
|
$447,752
0.02% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
2,783
shares
|
$442,190
0.0% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Quantinno Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
2,762
shares
|
$438,854
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
2,752
shares
|
$437,265
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
2,734
shares
|
$434,405
0.01% of portfolio
|
Q2 2025
Reduced 44.35%
|
|
|
Wealthstar Advisors, LLC
Plano, TX |
Jul 24, 2025 Q2 2025 |
2,726
shares
|
$433,134
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Aug 01, 2025 Q2 2025 |
2,711
shares
|
$430,750
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jul 15, 2025 Q2 2025 |
2,711
shares
|
$430,750
0.06% of portfolio
|
Q1 2025
Reduced 4.74%
|
|
|
Keybank National Association
|
Aug 04, 2025 Q2 2025 |
2,666
shares
|
$423,600
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Edge Wealth Management LLC
|
Jul 14, 2025 Q2 2025 |
2,652
shares
|
$421,376
0.08% of portfolio
|
Q2 2024
Reduced 17.13%
|
|
|
Silver Oak Advisory Group, Inc.
Portland, OR |
Jul 30, 2025 Q2 2025 |
2,616
shares
|
$415,656
0.19% of portfolio
|
Q1 2025
Reduced 4.94%
|
|
|
Vahanian & Associates Financial Planning Inc.
|
Jan 24, 2024 Q4 2023 |
2,595
shares
|
$412,319
1.23% of portfolio
|
Q4 2023
Reduced 28.81%
|
|
|
Mount Yale Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
2,578
shares
|
$409,618
0.03% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Burke & Herbert Bank & Trust CO
|
Jul 31, 2025 Q2 2025 |
2,460
shares
|
$390,869
0.09% of portfolio
|
Q1 2025
Reduced 22.35%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
2,420
shares
|
$384,513
0.01% of portfolio
|
Q2 2025
Reduced 93.74%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
2,407
shares
|
$382,448
0.01% of portfolio
|
Q2 2025
Added 26.22%
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
May 12, 2025 Q1 2025 |
2,383
shares
|
$378,634
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Aug 06, 2025 Q2 2025 |
2,342
shares
|
$372,120
0.17% of portfolio
|
Q4 2023
New holding
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Aug 05, 2025 Q2 2025 |
2,331
shares
|
$370,372
0.01% of portfolio
|
Q1 2024
Reduced 1.69%
|
|
|
Boreal Capital Management LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
2,322
shares
|
$368,942
0.29% of portfolio
|
Q2 2025
New holding
|
|
|
Penobscot Wealth Management
|
Aug 01, 2025 Q2 2025 |
2,308
shares
|
$366,718
0.15% of portfolio
|
Q2 2021
New holding
|