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 $511 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
Nov 04, 2024 Q3 2024 |
11,956
shares
|
$1.76 Million
1.78% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
11,309
shares
|
$1.66 Million
0.05% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
Oct 31, 2024 Q3 2024 |
11,304
shares
|
$1.66 Million
0.73% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
11,099
shares
|
$1.63 Million
0.0% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Ellis Investment Partners, LLC
|
Oct 24, 2024 Q3 2024 |
10,856
shares
|
$1.59 Million
0.3% of portfolio
|
Q3 2024
Added 3.77%
|
|
|
New Square Capital LLC
|
Nov 04, 2024 Q3 2024 |
10,743
shares
|
$1.58 Million
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Seven Mile Advisory
Ewing, NJ |
Nov 13, 2024 Q3 2024 |
9,306
shares
|
$1.37 Million
0.86% of portfolio
|
Q2 2023
New holding
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Oct 16, 2024 Q3 2024 |
9,273
shares
|
$1.36 Million
0.38% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
9,120
shares
|
$1.34 Million
0.03% of portfolio
|
Q2 2020
Added 14.78%
|
|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Oct 23, 2024 Q3 2024 |
9,097
shares
|
$1.34 Million
0.59% of portfolio
|
Q3 2024
New holding
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Oct 23, 2024 Q3 2024 |
9,097
shares
|
$1.34 Million
0.59% of portfolio
|
Q2 2024
New holding
|
|
|
Mathes Company, Inc.
|
Oct 29, 2024 Q3 2024 |
9,000
shares
|
$1.32 Million
0.44% of portfolio
|
Q3 2023
Reduced 2.17%
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
9,000
shares
|
$1.32 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.03%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Nov 08, 2024 Q3 2024 |
8,850
shares
|
$1.3 Million
0.24% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
8,260
shares
|
$1.21 Million
0.31% of portfolio
|
Q4 2022
Reduced 98.93%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
8,193
shares
|
$1.2 Million
0.0% of portfolio
|
Q3 2024
Reduced 70.54%
|
|
|
Fayez Sarofim & CO
Houston, TX |
Nov 14, 2024 Q3 2024 |
8,000
shares
|
$1.17 Million
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
7,600
shares
|
$1.12 Million
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
7,578
shares
|
$1.11 Million
0.03% of portfolio
|
Q3 2024
Reduced 2.95%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
7,496
shares
|
$1.1 Million
0.18% of portfolio
|
Q2 2023
Added 0.25%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
7,475
shares
|
$1.1 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.25%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
7,393
shares
|
$1.09 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.4%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
7,357
shares
|
$1.08 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.07%
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
Nov 14, 2024 Q3 2024 |
7,332
shares
|
$1.08 Million
0.59% of portfolio
|
Q3 2024
Reduced 5.17%
|
|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
7,235
shares
|
$1.06 Million
0.01% of portfolio
|
Q3 2024
Added 0.31%
|