Institutional Ownership Ishares Tr (IYY)
This table provides information about the institutional ownership of Ishares Tr (IYY). We have compiled data on the 230 institutions that hold shares in the stock, with a total of 3.33 Million shares, which have been reported (via 13F filing form) to have a value of $444 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Bank Of Montreal
Toronto, A6 |
May 13, 2024 Q1 2024 |
26,972
shares
|
$3.59 Million
0.0% of portfolio
|
Q1 2023
Added 34.39%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 07, 2024 Q1 2024 |
24,674
shares
|
$3.29 Million
0.0% of portfolio
|
Q1 2024
Added 52.5%
|
|
Asset Advisors Investment Management, LLC
|
May 14, 2024 Q1 2024 |
24,300
shares
|
$3.24 Million
0.35% of portfolio
|
Q2 2023
Reduced 1.62%
|
|
Money Concepts Capital Corp
|
May 01, 2024 Q1 2024 |
23,946
shares
|
$3.19 Million
0.29% of portfolio
|
Q1 2024
Added 10.59%
|
|
Private Advisor Group, LLC
|
Apr 30, 2024 Q1 2024 |
23,889
shares
|
$3.18 Million
0.02% of portfolio
|
Q1 2024
Reduced 1.09%
|
|
First Heartland Consultants, Inc.
|
May 07, 2024 Q1 2024 |
23,601
shares
|
$3.14 Million
0.31% of portfolio
|
Q1 2024
Reduced 9.02%
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2024 Q1 2024 |
22,077
shares
|
$2.94 Million
0.0% of portfolio
|
Q1 2024
Reduced 5.93%
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 15, 2024 Q1 2024 |
21,806
shares
|
$2.91 Million
0.11% of portfolio
|
Q1 2024
Closed
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
21,766
shares
|
$2.9 Million
0.79% of portfolio
|
Q2 2022
Added 32.78%
|
|
Trinity Point Wealth, LLC
|
May 08, 2024 Q1 2024 |
20,780
shares
|
$2.77 Million
0.45% of portfolio
|
Q1 2024
Reduced 0.13%
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 15, 2024 Q1 2024 |
18,838
shares
|
$2.51 Million
0.0% of portfolio
|
Q1 2024
Reduced 31.6%
|
|
Truist Financial Corp
|
May 10, 2024 Q1 2024 |
17,330
shares
|
$2.31 Million
0.0% of portfolio
|
Q1 2024
Reduced 2.46%
|
|
Northwestern Mutual Wealth Management CO
|
May 15, 2024 Q1 2024 |
16,318
shares
|
$2.17 Million
0.0% of portfolio
|
Q1 2024
Reduced 34.53%
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 14, 2024 Q1 2024 |
16,088
shares
|
$2.14 Million
0.02% of portfolio
|
Q1 2024
Reduced 1.85%
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
15,544
shares
|
$2.07 Million
0.01% of portfolio
|
Q1 2024
Reduced 7.22%
|
|
Ritholtz Wealth Management
|
Apr 24, 2024 Q1 2024 |
14,817
shares
|
$1.97 Million
0.07% of portfolio
|
Q4 2023
Reduced 1.82%
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
14,336
shares
|
$1.91 Million
0.01% of portfolio
|
Q2 2023
Reduced 4.1%
|
|
Thomasville National Bank
|
Apr 10, 2024 Q1 2024 |
13,209
shares
|
$1.76 Million
0.14% of portfolio
|
Q1 2024
Reduced 3.49%
|
|
Kestra Advisory Services, LLC
|
May 15, 2024 Q1 2024 |
12,757
shares
|
$1.7 Million
0.01% of portfolio
|
Q1 2024
Added 22.59%
|
|
Steward Partners Investment Advisory, LLC
|
May 15, 2024 Q1 2024 |
12,423
shares
|
$1.66 Million
0.02% of portfolio
|
Q1 2024
Reduced 1.96%
|
|
Stratos Wealth Advisors, LLC
|
Apr 16, 2024 Q1 2024 |
12,200
shares
|
$1.63 Million
0.1% of portfolio
|
Q1 2024
Added 79.25%
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2024 Q1 2024 |
12,063
shares
|
$1.61 Million
0.05% of portfolio
|
Q1 2024
Added 60.58%
|
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
Apr 15, 2024 Q1 2024 |
11,978
shares
|
$1.6 Million
1.77% of portfolio
|
Q1 2024
Added 0.02%
|
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
May 08, 2024 Q1 2024 |
11,156
shares
|
$1.49 Million
0.71% of portfolio
|
Q1 2024
Reduced 1.11%
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2024 Q1 2024 |
11,038
shares
|
$1.47 Million
0.0% of portfolio
|
Q1 2024
Reduced 0.22%
|