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 |
|---|---|---|---|---|---|
|
Gray Wealth Management Inc.
Bangor, ME |
Feb 10, 2025 Q4 2024 |
1,841
shares
|
$292,516
0.1% of portfolio
|
Q2 2024
Reduced 1.34%
|
|
|
North Star Asset Management Inc
|
Aug 12, 2025 Q2 2025 |
1,800
shares
|
$286,002
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
1,756
shares
|
$279,010
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Guided Capital Wealth Management, LLC
Houston, TX |
Jul 10, 2025 Q2 2025 |
1,738
shares
|
$276,150
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
1,715
shares
|
$272,496
0.0% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Garner Asset Management Corp
|
Aug 12, 2025 Q2 2025 |
1,689
shares
|
$268,365
0.12% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
One Day In July LLC
|
Aug 04, 2025 Q2 2025 |
1,651
shares
|
$262,327
0.02% of portfolio
|
Q4 2024
Reduced 8.53%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
1,645
shares
|
$261,374
0.01% of portfolio
|
Q1 2025
Reduced 2.95%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Jul 16, 2025 Q2 2025 |
1,636
shares
|
$259,944
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jul 23, 2025 Q2 2025 |
1,615
shares
|
$256,607
0.05% of portfolio
|
Q2 2025
Added 2.87%
|
|
|
Lake Street Financial LLC
|
Aug 11, 2025 Q2 2025 |
1,612
shares
|
$256,130
0.04% of portfolio
|
Q2 2025
Reduced 4.73%
|
|
|
Blb&B Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
1,570
shares
|
$249,457
0.01% of portfolio
|
Q2 2024
Reduced 3.09%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Aug 04, 2025 Q2 2025 |
1,562
shares
|
$248,186
0.03% of portfolio
|
Q2 2025
Reduced 34.64%
|
|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
1,560
shares
|
$247,868
0.02% of portfolio
|
Q2 2025
Added 1.96%
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Jul 22, 2025 Q2 2025 |
1,545
shares
|
$245,485
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
1,507
shares
|
$239,447
0.0% of portfolio
|
Q2 2025
Reduced 29.97%
|
|
|
Wbh Advisory Inc
|
Jul 29, 2025 Q2 2025 |
1,500
shares
|
$238,334
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Curat Global, LLC
Springfield, NH |
Aug 01, 2025 Q2 2025 |
1,450
shares
|
$230,390
0.28% of portfolio
|
Q2 2025
Added 38.1%
|
|
|
Rocky Mountain Advisers, LLC
|
Jul 22, 2025 Q2 2025 |
1,450
shares
|
$230,390
0.18% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Vera Bank, N.A.
|
Aug 07, 2025 Q2 2025 |
1,446
shares
|
$229,754
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Main Street Research LLC
Sausalito, CA |
Aug 05, 2025 Q2 2025 |
1,446
shares
|
$229,754
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Members Trust CO
|
Jul 30, 2025 Q2 2025 |
1,420
shares
|
$225,623
0.01% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Avidian Wealth Solutions, LLC
|
Jul 30, 2025 Q2 2025 |
1,412
shares
|
$224,352
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Red Door Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
1,403
shares
|
$222,922
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Fagan Associates, Inc.
|
Aug 07, 2025 Q2 2025 |
1,400
shares
|
$222,445
0.03% of portfolio
|
Q2 2025
New holding
|