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 |
|---|---|---|---|---|---|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
23,976
shares
|
$3.5 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.25%
|
|
|
Asset Advisors Investment Management, LLC
|
Aug 14, 2024 Q2 2024 |
23,885
shares
|
$3.49 Million
0.34% of portfolio
|
Q2 2024
Reduced 1.71%
|
|
|
Money Concepts Capital Corp
|
Oct 31, 2024 Q3 2024 |
23,823
shares
|
$3.48 Million
0.27% of portfolio
|
Q3 2024
Reduced 1.41%
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
23,742
shares
|
$3.47 Million
0.36% of portfolio
|
Q3 2024
Added 1.7%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
23,648
shares
|
$3.45 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Elevation Capital Advisory, LLC
Bend, OR |
Nov 04, 2024 Q3 2024 |
22,387
shares
|
$3.27 Million
1.38% of portfolio
|
Q3 2024
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
22,387
shares
|
$3.27 Million
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
22,058
shares
|
$3.22 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
22,049
shares
|
$3.22 Million
0.0% of portfolio
|
Q3 2024
Added 7.22%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
21,766
shares
|
$3.18 Million
0.79% of portfolio
|
Q2 2022
Added 32.78%
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
20,768
shares
|
$3.03 Million
0.14% of portfolio
|
Q3 2024
Added 1.46%
|
|
|
Trinity Point Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
19,940
shares
|
$2.91 Million
0.41% of portfolio
|
Q3 2024
Reduced 3.82%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
17,618
shares
|
$2.57 Million
0.0% of portfolio
|
Q3 2024
Added 2.12%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
16,309
shares
|
$2.38 Million
0.01% of portfolio
|
Q3 2024
Added 2.95%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
16,193
shares
|
$2.37 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
15,818
shares
|
$2.31 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
14,336
shares
|
$2.09 Million
0.01% of portfolio
|
Q2 2023
Reduced 4.1%
|
|
|
Ritholtz Wealth Management
|
Oct 10, 2024 Q3 2024 |
14,107
shares
|
$2.06 Million
0.06% of portfolio
|
Q2 2024
Reduced 4.79%
|
|
|
Arkansas Financial Group, Inc.
|
Oct 04, 2024 Q3 2024 |
13,223
shares
|
$1.93 Million
0.29% of portfolio
|
Q3 2024
Added 80.59%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
12,849
shares
|
$1.88 Million
0.01% of portfolio
|
Q3 2024
Added 0.94%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
12,525
shares
|
$1.83 Million
0.0% of portfolio
|
Q3 2024
Added 1.25%
|
|
|
Thomasville National Bank
|
Oct 11, 2024 Q3 2024 |
12,422
shares
|
$1.81 Million
0.13% of portfolio
|
Q3 2024
Added 0.57%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
12,368
shares
|
$1.81 Million
0.02% of portfolio
|
Q3 2024
Added 1.12%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
12,164
shares
|
$1.78 Million
0.0% of portfolio
|
Q3 2024
Added 663.59%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Oct 30, 2024 Q3 2024 |
12,080
shares
|
$1.76 Million
0.22% of portfolio
|
Q3 2024
New holding
|