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 |
|---|---|---|---|---|---|
|
Westside Investment Management, Inc.
|
Nov 20, 2024 Q3 2024 |
2,345
shares
|
$342,581
0.07% of portfolio
|
Q1 2024
Added 6.83%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Oct 15, 2024 Q3 2024 |
2,342
shares
|
$342,142
0.18% of portfolio
|
Q4 2023
New holding
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Nov 07, 2024 Q3 2024 |
2,331
shares
|
$340,535
0.01% of portfolio
|
Q1 2024
Reduced 1.69%
|
|
|
Clarity Wealth Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
2,310
shares
|
$337,467
0.09% of portfolio
|
Q2 2023
Reduced 9.52%
|
|
|
Penobscot Wealth Management
|
Oct 28, 2024 Q3 2024 |
2,308
shares
|
$337,175
0.17% of portfolio
|
Q2 2021
New holding
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Oct 16, 2024 Q3 2024 |
2,271
shares
|
$331,770
0.21% of portfolio
|
Q1 2024
Reduced 2.15%
|
|
|
Hubbell Strickland Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
2,263
shares
|
$330,601
0.15% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Nov 04, 2024 Q3 2024 |
2,250
shares
|
$328,702
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Cooper/Haims Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
2,229
shares
|
$325,634
0.17% of portfolio
|
Q2 2024
Reduced 2.96%
|
|
|
Sp Asset Management LLC
Cupertino, CA |
Nov 08, 2024 Q3 2024 |
2,223
shares
|
$324,758
0.03% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
2,200
shares
|
$321,398
0.0% of portfolio
|
Q1 2024
Reduced 0.9%
|
|
|
Camden Capital, LLC
|
Nov 12, 2024 Q3 2024 |
2,197
shares
|
$320,959
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Oct 23, 2024 Q3 2024 |
2,190
shares
|
$319,937
0.18% of portfolio
|
Q1 2023
New holding
|
|
|
Essex LLC
|
Oct 18, 2024 Q3 2024 |
2,170
shares
|
$317,015
0.06% of portfolio
|
Q1 2024
Reduced 21.66%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
2,151
shares
|
$314,239
0.01% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
2,150
shares
|
$314,093
0.01% of portfolio
|
Q4 2023
Reduced 7.25%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
2,145
shares
|
$313,363
0.01% of portfolio
|
Q3 2024
Reduced 91.24%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
2,117
shares
|
$309,272
0.0% of portfolio
|
Q3 2024
Reduced 81.04%
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
Nov 13, 2024 Q3 2024 |
2,112
shares
|
$308,542
0.1% of portfolio
|
Q1 2023
New holding
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
2,107
shares
|
$307,811
0.01% of portfolio
|
Q2 2022
Reduced 3.92%
|
|
|
Planned Solutions, Inc.
|
Oct 08, 2024 Q3 2024 |
2,106
shares
|
$307,665
0.12% of portfolio
|
Q1 2023
New holding
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Oct 18, 2024 Q3 2024 |
2,098
shares
|
$306,496
0.11% of portfolio
|
Q3 2024
Reduced 35.25%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
2,090
shares
|
$305,328
0.0% of portfolio
|
Q1 2024
Added 1.85%
|
|
|
Brighton Jones LLC
|
Oct 22, 2024 Q3 2024 |
2,085
shares
|
$304,597
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Sandy Cove Advisors, LLC
Hingham, MA |
Oct 17, 2024 Q3 2024 |
1,923
shares
|
$280,931
0.11% of portfolio
|
Q2 2023
New holding
|