Institutional Ownership Ishares Tr (IYY)
This table provides information about the institutional ownership of Ishares Tr (IYY). We have compiled data on the 276 institutions that hold shares in the stock, with a total of 3.64 Million shares, which have been reported (via 13F filing form) to have a value of $514 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
27,081
shares
|
$3.82 Million
0.0% of portfolio
|
Q1 2025
Reduced 81.87%
|
|
Money Concepts Capital Corp
|
Apr 24, 2025 Q1 2025 |
25,275
shares
|
$3.57 Million
0.28% of portfolio
|
Q1 2025
Reduced 0.53%
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
25,228
shares
|
$3.56 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.48%
|
|
Dsg Capital Advisors, LLC
Edina, MN |
Apr 25, 2025 Q1 2025 |
24,800
shares
|
$3.5 Million
0.68% of portfolio
|
Q4 2024
New holding
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
24,668
shares
|
$3.48 Million
0.0% of portfolio
|
Q1 2025
Added 86.96%
|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
24,406
shares
|
$3.45 Million
0.38% of portfolio
|
Q1 2025
Added 3.28%
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
23,296
shares
|
$3.29 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.38%
|
|
Asset Advisors Investment Management, LLC
|
May 02, 2025 Q1 2025 |
22,999
shares
|
$3.25 Million
0.33% of portfolio
|
Q1 2025
Reduced 2.67%
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
22,863
shares
|
$3.23 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
22,603
shares
|
$3.19 Million
0.02% of portfolio
|
Q1 2025
Added 37.02%
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
21,766
shares
|
$3.07 Million
0.79% of portfolio
|
Q2 2022
Added 32.78%
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
May 09, 2025 Q1 2025 |
21,457
shares
|
$3.03 Million
1.56% of portfolio
|
Q1 2025
Reduced 2.62%
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
21,455
shares
|
$3.03 Million
0.01% of portfolio
|
Q1 2025
Added 175.77%
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
21,397
shares
|
$3.02 Million
0.0% of portfolio
|
Q1 2025
Added 3.96%
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
20,953
shares
|
$2.96 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.49%
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
18,946
shares
|
$2.67 Million
0.39% of portfolio
|
Q4 2024
Reduced 4.98%
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
16,790
shares
|
$2.37 Million
0.08% of portfolio
|
Q1 2025
Reduced 2.14%
|
|
Finley Financial, LLC
Las Vegas, NV |
May 13, 2025 Q1 2025 |
16,497
shares
|
$2.33 Million
1.24% of portfolio
|
Q1 2025
Reduced 7.72%
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
16,491
shares
|
$2.33 Million
0.01% of portfolio
|
Q1 2025
Added 13.24%
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Apr 22, 2025 Q1 2025 |
16,306
shares
|
$2.3 Million
0.24% of portfolio
|
Q1 2025
Added 18.73%
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
15,499
shares
|
$2.19 Million
0.0% of portfolio
|
Q1 2025
Added 120.88%
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
15,254
shares
|
$2.15 Million
0.0% of portfolio
|
Q1 2025
Reduced 9.52%
|
|
Arkansas Financial Group, Inc.
|
Apr 16, 2025 Q1 2025 |
14,844
shares
|
$2.1 Million
0.33% of portfolio
|
Q1 2025
Reduced 0.57%
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
14,835
shares
|
$2.09 Million
0.12% of portfolio
|
Q1 2025
Reduced 2.38%
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
14,795
shares
|
$2.09 Million
0.01% of portfolio
|
Q1 2025
New holding
|