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 |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
469,252
shares
|
$68.6 Million
0.0% of portfolio
|
Q3 2024
Added 2.19%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
335,729
shares
|
$49 Million
0.02% of portfolio
|
Q3 2024
Added 2.21%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
167,456
shares
|
$24.5 Million
0.01% of portfolio
|
Q3 2024
Reduced 15.62%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
161,516
shares
|
$23.6 Million
0.19% of portfolio
|
Q3 2024
Added 1.39%
|
|
|
Sharp Financial Services, LLC
Horsham, PA |
Nov 04, 2024 Q3 2024 |
132,748
shares
|
$19.4 Million
14.3% of portfolio
|
Q3 2024
Added 7.22%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
128,955
shares
|
$18.8 Million
0.0% of portfolio
|
Q3 2024
Added 1.26%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
124,853
shares
|
$18.2 Million
0.0% of portfolio
|
Q3 2024
Added 10.81%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
116,883
shares
|
$17.1 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.13%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
96,124
shares
|
$14 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.47%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
65,650
shares
|
$9.59 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
53,677
shares
|
$7.84 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.74%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
51,927
shares
|
$7.59 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.28%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
48,254
shares
|
$7.05 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.62%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
43,976
shares
|
$6.42 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.57%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
42,829
shares
|
$6.26 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
39,587
shares
|
$5.78 Million
0.01% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
38,827
shares
|
$5.67 Million
0.01% of portfolio
|
Q3 2024
Added 2.43%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
38,598
shares
|
$5.64 Million
0.2% of portfolio
|
Q3 2024
Reduced 2.06%
|
|
|
Lowe Wealth Advisors, LLC
|
Oct 02, 2024 Q3 2024 |
34,982
shares
|
$5.11 Million
2.13% of portfolio
|
Q3 2024
Reduced 1.68%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
31,378
shares
|
$4.58 Million
0.02% of portfolio
|
Q3 2024
Reduced 7.34%
|
|
|
Aspiriant, LLC
|
Oct 17, 2024 Q3 2024 |
29,744
shares
|
$4.35 Million
0.16% of portfolio
|
Q4 2020
Added 82.11%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
28,517
shares
|
$4.17 Million
0.0% of portfolio
|
Q3 2024
Reduced 7.96%
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
28,465
shares
|
$4.16 Million
0.09% of portfolio
|
Q2 2021
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
25,962
shares
|
$3.79 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.69%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
24,046
shares
|
$3.51 Million
0.17% of portfolio
|
Q3 2024
New holding
|