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 3.7 Million shares, which have been reported (via 13F filing form) to have a value of $574 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
447,309
shares
|
$69.5 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.38%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
328,043
shares
|
$50.9 Million
0.02% of portfolio
|
Q2 2025
Added 12.18%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
157,008
shares
|
$24.4 Million
0.15% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
146,775
shares
|
$22.8 Million
0.01% of portfolio
|
Q2 2025
Reduced 4.06%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
134,741
shares
|
$20.9 Million
0.0% of portfolio
|
Q2 2025
Added 0.9%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
115,086
shares
|
$17.9 Million
0.02% of portfolio
|
Q2 2025
Reduced 2.91%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
109,610
shares
|
$17 Million
0.0% of portfolio
|
Q2 2025
Reduced 5.21%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
100,896
shares
|
$15.7 Million
0.01% of portfolio
|
Q2 2025
Added 15.9%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
94,023
shares
|
$14.6 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.16%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
92,315
shares
|
$14.3 Million
0.03% of portfolio
|
Q2 2025
Reduced 2.73%
|
|
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
Jul 22, 2025 Q2 2025 |
83,543
shares
|
$13 Million
4.94% of portfolio
|
Q2 2025
Reduced 8.42%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
70,208
shares
|
$10.9 Million
0.0% of portfolio
|
Q2 2025
Added 159.25%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
67,370
shares
|
$10.5 Million
0.0% of portfolio
|
Q2 2025
Added 2.67%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
59,159
shares
|
$9.19 Million
0.02% of portfolio
|
Q2 2025
Added 3.09%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
52,959
shares
|
$8.22 Million
0.01% of portfolio
|
Q2 2025
Added 2.21%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
43,976
shares
|
$6.83 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.57%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
41,707
shares
|
$6.48 Million
0.0% of portfolio
|
Q2 2025
Added 7.68%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
39,066
shares
|
$6.07 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
38,026
shares
|
$5.9 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.39%
|
|
|
Lowe Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
33,909
shares
|
$5.27 Million
2.03% of portfolio
|
Q2 2025
Reduced 0.31%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
33,666
shares
|
$5.23 Million
0.02% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Aspiriant, LLC
|
Jul 29, 2025 Q2 2025 |
29,744
shares
|
$4.62 Million
0.14% of portfolio
|
Q4 2020
Added 82.11%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
28,517
shares
|
$4.43 Million
0.0% of portfolio
|
Q3 2024
Reduced 7.96%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
28,465
shares
|
$4.42 Million
0.05% of portfolio
|
Q2 2021
New holding
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
27,366
shares
|
$4.25 Million
0.02% of portfolio
|
Q2 2025
Added 21.07%
|