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 |
|---|---|---|---|---|---|
|
Melfa Wealth Management, LLC
Westborough, MA |
Jul 17, 2025 Q2 2025 |
2,271
shares
|
$360,839
0.22% of portfolio
|
Q1 2024
Reduced 2.15%
|
|
|
H&H Retirement Design & Management Inc
|
Jul 23, 2025 Q2 2025 |
2,270
shares
|
$360,680
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Hubbell Strickland Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
2,270
shares
|
$360,680
0.16% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Kkm Financial LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
2,268
shares
|
$360,362
0.12% of portfolio
|
Q2 2025
Reduced 18.03%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Aug 11, 2025 Q2 2025 |
2,256
shares
|
$358,455
0.02% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Sp Asset Management LLC
Cupertino, CA |
Aug 05, 2025 Q2 2025 |
2,241
shares
|
$356,072
0.03% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Washburn Capital Management, Inc.
|
Aug 05, 2025 Q2 2025 |
2,240
shares
|
$355,913
0.18% of portfolio
|
Q2 2025
Reduced 27.97%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 14, 2025 Q2 2025 |
2,218
shares
|
$352,418
0.0% of portfolio
|
Q1 2025
Added 0.82%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Jul 22, 2025 Q2 2025 |
2,190
shares
|
$347,969
0.17% of portfolio
|
Q1 2023
New holding
|
|
|
Essex LLC
|
Jul 28, 2025 Q2 2025 |
2,170
shares
|
$344,791
0.07% of portfolio
|
Q1 2024
Reduced 21.66%
|
|
|
Cooper/Haims Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
2,153
shares
|
$342,090
0.16% of portfolio
|
Q1 2025
Reduced 3.41%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
2,150
shares
|
$341,613
0.01% of portfolio
|
Q4 2023
Reduced 7.25%
|
|
|
Clarity Wealth Advisors, LLC
|
Aug 07, 2025 Q2 2025 |
2,119
shares
|
$336,687
0.08% of portfolio
|
Q2 2025
Reduced 3.64%
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
2,112
shares
|
$335,575
0.09% of portfolio
|
Q1 2023
New holding
|
|
|
Planned Solutions, Inc.
|
Jul 29, 2025 Q2 2025 |
2,106
shares
|
$334,622
0.13% of portfolio
|
Q1 2023
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
2,099
shares
|
$333,510
0.01% of portfolio
|
Q2 2025
Reduced 1.22%
|
|
|
Brighton Jones LLC
|
Jul 31, 2025 Q2 2025 |
2,085
shares
|
$331,285
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Camden Capital, LLC
|
Aug 14, 2025 Q2 2025 |
2,057
shares
|
$326,836
0.03% of portfolio
|
Q4 2024
Reduced 6.37%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
1,939
shares
|
$308,087
0.0% of portfolio
|
Q2 2025
Added 2.76%
|
|
|
Sandy Cove Advisors, LLC
Hingham, MA |
Jul 09, 2025 Q2 2025 |
1,923
shares
|
$305,545
0.11% of portfolio
|
Q2 2023
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,920
shares
|
$305,068
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Procyon Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
1,912
shares
|
$303,797
0.03% of portfolio
|
Q1 2025
Reduced 20.73%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
1,900
shares
|
$301,891
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
1,890
shares
|
$300,302
0.0% of portfolio
|
Q2 2025
Reduced 9.57%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
1,857
shares
|
$295,058
0.03% of portfolio
|
Q2 2024
New holding
|