Institutional Ownership Ishares Tr (IYY)
This table provides information about the institutional ownership of Ishares Tr (IYY). We have compiled data on the 278 institutions that hold shares in the stock, with a total of 3.87 Million shares, which have been reported (via 13F filing form) to have a value of $577 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
472,236
shares
|
$70.4 Million
0.0% of portfolio
|
Q4 2024
Added 0.64%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
301,675
shares
|
$45 Million
0.02% of portfolio
|
Q4 2024
Reduced 10.14%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
162,297
shares
|
$24.2 Million
0.02% of portfolio
|
Q4 2024
Reduced 3.08%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
161,179
shares
|
$24 Million
0.19% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
149,385
shares
|
$22.3 Million
0.01% of portfolio
|
Q4 2024
Added 577.24%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
141,157
shares
|
$21 Million
0.0% of portfolio
|
Q4 2024
Added 9.46%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
139,735
shares
|
$20.8 Million
0.0% of portfolio
|
Q4 2024
Added 11.92%
|
|
|
Sharp Financial Services, LLC
Horsham, PA |
Jan 17, 2025 Q4 2024 |
137,610
shares
|
$20.5 Million
14.95% of portfolio
|
Q4 2024
Added 3.66%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
118,903
shares
|
$17.7 Million
0.02% of portfolio
|
Q4 2024
Added 1.73%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
95,313
shares
|
$14.2 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.84%
|
|
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
Feb 04, 2025 Q4 2024 |
90,647
shares
|
$13.5 Million
5.53% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
76,727
shares
|
$11.4 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
72,200
shares
|
$10.8 Million
0.0% of portfolio
|
Q4 2024
Added 9.98%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
50,758
shares
|
$7.57 Million
0.02% of portfolio
|
Q4 2024
Reduced 2.25%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
48,254
shares
|
$7.2 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.62%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
43,976
shares
|
$6.56 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.57%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
43,678
shares
|
$6.51 Million
0.02% of portfolio
|
Q4 2024
Reduced 18.63%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
42,266
shares
|
$6.3 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.31%
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
38,676
shares
|
$5.77 Million
0.2% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
38,662
shares
|
$5.77 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.34%
|
|
|
Lowe Wealth Advisors, LLC
|
Jan 10, 2025 Q4 2024 |
34,215
shares
|
$5.1 Million
2.11% of portfolio
|
Q4 2024
Reduced 2.19%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
33,256
shares
|
$4.96 Million
0.02% of portfolio
|
Q4 2024
Added 5.99%
|
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Jan 23, 2025 Q4 2024 |
32,187
shares
|
$4.8 Million
0.57% of portfolio
|
Q4 2024
New holding
|
|
|
Aspiriant, LLC
|
Jan 16, 2025 Q4 2024 |
29,744
shares
|
$4.44 Million
0.15% of portfolio
|
Q4 2020
Added 82.11%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
28,517
shares
|
$4.25 Million
0.0% of portfolio
|
Q3 2024
Reduced 7.96%
|