Institutional Ownership Ishares Tr (IYY)
This table provides information about the institutional ownership of Ishares Tr (IYY). We have compiled data on the 275 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 $553 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Glassman Wealth Services
|
May 08, 2025 Q1 2025 |
200
shares
|
$30,250
0.0% of portfolio
|
Q4 2023
Reduced 27.54%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
185
shares
|
$27,981
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Studio Investment Management LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
183
shares
|
$27,678
0.01% of portfolio
|
Q4 2024
Added 0.55%
|
|
|
West Financial Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
160
shares
|
$24,200
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
136
shares
|
$20,570
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
May 09, 2025 Q1 2025 |
136
shares
|
$20,570
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
126
shares
|
$19,057
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
High Mark Wealth Management LLC
|
Apr 23, 2025 Q1 2025 |
116
shares
|
$17,545
0.01% of portfolio
|
Q1 2025
Added 0.87%
|
|
|
Duncker Streett & CO Inc
|
Apr 22, 2025 Q1 2025 |
100
shares
|
$15,125
0.0% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
May 14, 2025 Q1 2025 |
100
shares
|
$15,125
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
100
shares
|
$15,125
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
95
shares
|
$14,368
0.0% of portfolio
|
Q4 2024
Added 137.5%
|
|
|
Marshall Investment Management, LLC
Littleton, CO |
May 07, 2025 Q1 2025 |
95
shares
|
$14,368
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
84
shares
|
$12,705
0.0% of portfolio
|
Q3 2024
Reduced 35.38%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
71
shares
|
$10,738
0.0% of portfolio
|
Q1 2025
Added 1.43%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
May 14, 2025 Q1 2025 |
65
shares
|
$9,831
0.0% of portfolio
|
Q4 2024
Reduced 69.48%
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
63
shares
|
$9,528
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Apr 14, 2025 Q1 2025 |
38
shares
|
$5,747
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
28
shares
|
$4,235
0.0% of portfolio
|
Q4 2024
Reduced 96.62%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
25
shares
|
$3,781
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
11
shares
|
$1,663
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
May 14, 2025 Q1 2025 |
4
shares
|
$605
0.0% of portfolio
|
Q4 2023
Reduced 20.0%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
1
shares
|
$151
0.0% of portfolio
|
Q1 2025
Reduced 95.45%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|