Institutional Ownership Ishares Tr (IYY)
This table provides information about the institutional ownership of Ishares Tr (IYY). We have compiled data on the 236 institutions that hold shares in the stock, with a total of 3.42 Million shares, which have been reported (via 13F filing form) to have a value of $473 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
459,202
shares
|
$63.6 Million
0.0% of portfolio
|
Q1 2024
Reduced 2.37%
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
328,481
shares
|
$45.5 Million
0.02% of portfolio
|
Q2 2024
Added 3.89%
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 09, 2024 Q2 2024 |
198,452
shares
|
$27.5 Million
0.02% of portfolio
|
Q2 2024
Reduced 9.78%
|
|
Savant Capital, LLC
|
Aug 05, 2024 Q2 2024 |
159,300
shares
|
$22.1 Million
0.21% of portfolio
|
Q2 2024
Reduced 3.06%
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
127,347
shares
|
$17.6 Million
0.0% of portfolio
|
Q2 2024
Reduced 3.08%
|
|
Sharp Financial Services, LLC
Horsham, PA |
Jul 15, 2024 Q2 2024 |
123,806
shares
|
$17.1 Million
14.05% of portfolio
|
Q1 2024
Added 9.5%
|
|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
119,429
shares
|
$16.5 Million
0.03% of portfolio
|
Q2 2024
Reduced 3.9%
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
112,670
shares
|
$15.6 Million
0.0% of portfolio
|
Q2 2024
Added 1.67%
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
101,686
shares
|
$14.1 Million
0.0% of portfolio
|
Q2 2024
Added 5.24%
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
65,769
shares
|
$9.11 Million
0.0% of portfolio
|
Q2 2024
Reduced 0.46%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
54,627
shares
|
$7.56 Million
0.02% of portfolio
|
Q2 2024
Reduced 13.51%
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
52,600
shares
|
$7.28 Million
0.02% of portfolio
|
Q2 2024
Added 17.72%
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 16, 2024 Q2 2024 |
48,555
shares
|
$6.72 Million
0.02% of portfolio
|
Q2 2024
Added 21.77%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Jul 19, 2024 Q2 2024 |
45,136
shares
|
$6.25 Million
0.01% of portfolio
|
Q2 2024
Reduced 8.29%
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
42,924
shares
|
$5.94 Million
0.0% of portfolio
|
Q2 2024
Added 7.66%
|
|
Creative Planning
Overland Park, KS |
Aug 15, 2024 Q2 2024 |
39,580
shares
|
$5.48 Million
0.01% of portfolio
|
Q2 2024
Added 0.11%
|
|
Wedbush Securities Inc
|
Aug 06, 2024 Q2 2024 |
39,410
shares
|
$5.46 Million
0.19% of portfolio
|
Q2 2024
Added 4.09%
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
37,907
shares
|
$5.25 Million
0.01% of portfolio
|
Q2 2024
Reduced 0.09%
|
|
Lowe Wealth Advisors, LLC
|
Oct 02, 2024 Q3 2024 |
34,982
shares
|
$4.84 Million
2.13% of portfolio
|
Q3 2024
Reduced 1.68%
|
|
Comerica Bank
|
Aug 15, 2024 Q2 2024 |
33,863
shares
|
$4.69 Million
0.02% of portfolio
|
Q2 2024
Added 0.35%
|
|
Raymond James & Associates
St Petersburg, FL |
Jul 19, 2024 Q2 2024 |
30,982
shares
|
$4.29 Million
0.0% of portfolio
|
Q2 2024
Reduced 12.87%
|
|
Aspiriant, LLC
|
Jul 15, 2024 Q2 2024 |
29,744
shares
|
$4.12 Million
0.16% of portfolio
|
Q4 2020
Added 82.11%
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 02, 2024 Q2 2024 |
28,708
shares
|
$3.98 Million
0.03% of portfolio
|
Q2 2024
Reduced 0.19%
|
|
Merit Financial Group, LLC
|
Aug 13, 2024 Q2 2024 |
28,465
shares
|
$3.94 Million
0.08% of portfolio
|
Q2 2021
New holding
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
27,812
shares
|
$3.85 Million
0.0% of portfolio
|
Q2 2024
Added 12.72%
|