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 |
|---|---|---|---|---|---|
|
Guided Capital Wealth Management, LLC
Houston, TX |
Jul 10, 2025 Q2 2025 |
1,738
shares
|
$266,887
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
1,713
shares
|
$263,048
0.0% of portfolio
|
Q1 2025
Added 7.67%
|
|
|
Lake Street Financial LLC
|
Apr 10, 2025 Q1 2025 |
1,692
shares
|
$259,823
0.04% of portfolio
|
Q1 2025
Reduced 6.47%
|
|
|
Garner Asset Management Corp
|
May 05, 2025 Q1 2025 |
1,686
shares
|
$258,902
0.1% of portfolio
|
Q1 2025
Reduced 12.28%
|
|
|
One Day In July LLC
|
Apr 29, 2025 Q1 2025 |
1,651
shares
|
$253,527
0.02% of portfolio
|
Q4 2024
Reduced 8.53%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
1,645
shares
|
$252,606
0.01% of portfolio
|
Q1 2025
Reduced 2.95%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 20, 2025 Q1 2025 |
1,638
shares
|
$251,531
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Jul 16, 2025 Q2 2025 |
1,636
shares
|
$251,224
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jul 23, 2025 Q2 2025 |
1,615
shares
|
$247,999
0.05% of portfolio
|
Q2 2025
Added 2.87%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
May 07, 2025 Q1 2025 |
1,574
shares
|
$241,703
0.03% of portfolio
|
Q1 2025
Reduced 35.2%
|
|
|
Blb&B Advisors, LLC
|
Apr 25, 2025 Q1 2025 |
1,570
shares
|
$241,089
0.01% of portfolio
|
Q2 2024
Reduced 3.09%
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Jul 22, 2025 Q2 2025 |
1,545
shares
|
$237,250
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
1,530
shares
|
$234,946
0.01% of portfolio
|
Q1 2025
Reduced 1.23%
|
|
|
Wbh Advisory Inc
|
May 09, 2025 Q1 2025 |
1,500
shares
|
$230,340
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Rocky Mountain Advisers, LLC
|
Jul 22, 2025 Q2 2025 |
1,450
shares
|
$222,662
0.18% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Red Door Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
1,403
shares
|
$215,444
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
1,363
shares
|
$209,302
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
1,359
shares
|
$208,688
0.01% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
1,258
shares
|
$193,178
0.0% of portfolio
|
Q2 2024
Added 13.54%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
1,150
shares
|
$176,594
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
1,138
shares
|
$174,751
0.01% of portfolio
|
Q2 2022
Reduced 16.01%
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
1,124
shares
|
$172,601
0.0% of portfolio
|
Q1 2022
Reduced 7.18%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
May 15, 2025 Q1 2025 |
1,072
shares
|
$164,616
0.01% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Curat Global, LLC
Springfield, NH |
Apr 11, 2025 Q1 2025 |
1,050
shares
|
$161,238
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
1,047
shares
|
$160,777
0.0% of portfolio
|
Q2 2025
Reduced 60.46%
|